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Blogs, Market Wrap, Shyam Sekhar

Silent Stress In Indian Markets

ithought
A growing disquiet among bottom-up investors has marked the recent weeks. Interestingly, this is happening at a time when the…
Blogs, Market Wrap, Shyam Sekhar

Growth Has All The Answers

ithought
When markets looked overvalued, investors were concerned about their portfolio valuations. They urgently needed data that provided adequate comfort and…
Blogs, Market Wrap, Shyam Sekhar

India: From Expensive to Essential?

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FIIs have been unimpressed with Indian markets for almost five years. India didn’t feed into the high growth AI themes…
Blogs, Market Wrap, Shyam Sekhar

The Art Of Holding Right

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Most investors have the greatest difficulty letting their investments run for long time durations. There is a tendency to interrupt…
Blogs, Market Wrap, Shyam Sekhar

Is Your Portfolio Positioned Right?

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The ghost of The Big Short returned to make a cameo appearance just after Halloween. The timing could not have…
Blogs, Market Wrap, Shyam Sekhar

This Will Not End Well!

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The IPO fever has just begun. At least, that is what the success of the Lenskart IPO seems to be…
Blogs, Market Wrap, Shyam Sekhar

Individuality Counts

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What can every investor do if he really wants to think big? He can definitely learn from a seasoned investor…
Blogs, Market Wrap, Shyam Sekhar

The Power of Positioning Lessons From This Samvat

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Every samvat teaches us something. This samvat was one of the most interesting ones. It started with the US presidential…
Blogs, Market Wrap, Shyam Sekhar

Silver Rush

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Gold and silver have become the talk of the town. Every investor wants a piece of the precious metal pie.…
Blogs, Market Wrap, Shyam Sekhar

Reset Your Expectations

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Managing expectations is as important as managing money. Investors often overly focus on managing money without understanding how to set…
Blogs, Market Wrap, Shyam Sekhar

Valuations Are The Driver As Well As The Defence

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Overpaying comes at a heavy price. Stocks that helped the Nifty touch its all-time highs could also end up being…
Blogs, Market Wrap, Shyam Sekhar

Storm In An IT Cup

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Market volatility is set to spike again on the back of adverse global news flows. The news of a sudden…
  • Why Are Central Banks Obsessed With Gold?

    Why Are Central Banks Obsessed With Gold?

    2 days ago Blogs, Samyuktha Vibhu
  • Inflation, Currency and Rate Cuts

    Inflation, Currency and Rate Cuts

    3 days ago Aswin Kumar, Blogs
  • Silent Stress In Indian Markets

    Silent Stress In Indian Markets

    6 days ago Blogs, Market Wrap, Shyam Sekhar
  • Diverging Trends in Consumption: Why Category Nuance Matters More Than Ever

    Diverging Trends in Consumption: Why Category Nuance Matters More Than Ever

    7 days ago Blogs, Senthil Manikandan
  • Fixed Income Outlook – December 2025 

    Fixed Income Outlook – December 2025 

    1 week ago Blogs, Samyuktha Vibhu
  • Health Insurance Booster Plans : A Cover for rising medical inflation

    Health Insurance Booster Plans : A Cover for rising medical inflation

    2 weeks ago Aswin Kumar, Blogs

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  • Learnings From FY2024 | Video Podcast by Shyam Sekhar

    March 29, 2024 Podcasts
  • Everything You Ever Wanted To Know about Financial Planning

    October 6, 2022 Kairos, Podcasts
  • To Loan or Not to Loan?

    September 16, 2022 Kairos, Podcasts
  • NRI Investing in India

    August 17, 2022 Kairos, Podcasts
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    July 14, 2022 Kairos, Podcasts
  • Impact of Inflation on Financial Goals and Money

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