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Blogs, Market Wrap

The Winner Takes It All

Participation in equity markets is viewed as a secular trend. Being invested is not the same thing as being invested in the […]

ithoughtMay 28, 20181 min read
Blogs, Market Wrap

Take Positions

The week was eventful and that is putting it mildly. Globally, we saw the Iran deal getting called off by the US. […]

ithoughtMay 14, 20181 min read
Blogs, Market Wrap

The Wall of Worry

Interest rates are a great leveller. They always set the trends of the equity markets. But we have two sets of rates […]

ithoughtApril 30, 20181 min read
Blogs, Podcasts

A Year Of The Unexpected

ithoughtApril 29, 20181 min read
Blogs, Market Wrap

The Tables Turn

Just four months ago, the markets were showing consensus on the end of the extended market run enjoyed by tech stocks. “Where […]

ithoughtApril 23, 20181 min read
Blogs, Market Wrap

The Results Redux Begins

As tech stocks hit new highs and commodity prices spike upwards, domestic investors seem to be ignoring them for now. On the […]

ithoughtApril 15, 20181 min read
Blogs, Market Wrap

Capture Emerging Opportunities

India saw the most number of economic reforms in 2017-18. It was a year when the GST was implemented, the IBC gained […]

ithoughtApril 8, 20181 min read
Blogs, Economics made simple

New Chair, Same Vision

Last month, Janet Yellen handed over the reins to Jerome Powell. He was initiated as Fed Chair into a chaotic market, as […]

ithoughtMarch 7, 20181 min read
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