The Great Indian Sale
To sell 2% of a PSU the government destroyed 10% of its market cap. Nobody cared about the impact cost of disinvestment […]
Interesting Times Ahead
It is becoming increasingly clear that liquidity will be sloshing all over. China has signaled its intent to cut rates and raise […]
Beyond Data
The GDP data has been getting worse for a while. The latest Q1 data which came on Friday beat all expectations hollow […]
A New Beginning
When people stop spending, it is a sign of fear. When people stop investing, that too is a sign of fear. The […]
Clear The Air
The week closed on an expectant note. The market expects the government to do effective damage control. The expectations are centered around […]
Keep Watch on Reforms
The phenomenon of economic growth engines slowing down is not new. 2012 was the last time we saw something comparable. Growth really […]
The Currency Plays
Weeks after the election results, we saw oil prices spike and the trade wars worsen. Yet, FII flows into Indian markets held […]
We Must Mean Business
Economic news will turn speculative in the coming weeks. We will either be sold hope or fear depending on the intent of […]
Organizing Your Finance
https://soundcloud.com/ithought-advisory/organizing-your-finance Podcast Transcript As an investor and an advisor, I have had the privilege of closely interacting with thousands of people […]
The Voting Machine Vs The Weighing Machine
https://soundcloud.com/ithought-advisory/the-voting-machine-vs-the-weighing-machine “In the short run, a market is a voting machine but in the long run, it is a weighing machine.” – […]
Nervousness Returns
The RBI’s monetary policy announcement did not do much to improve the market sentiment. The clear shift in stance, willingness to be […]
Election Fever Begins
Election fever is just about to begin. This election is probably unique for its competitive intensity. On one side, we have a […]