Small Caps H1 FY26: Earnings not justifying Premium Valuations
Small caps are the heroes of the post-Covid cycle, massively outperforming large caps over five years. Yet H1 FY26 numbers and current […]
Diverging Trends in Consumption: Why Category Nuance Matters More Than Ever
India’s consumption sector continues to evolve rapidly – but the headline growth numbers often hide important shifts happening within categories. Our recent […]
Health Insurance Booster Plans : A Cover for rising medical inflation
Around the time when your annual health insurance policy comes up for renewal, a whole bunch of unknown callers reach out to […]
Hybrid & Multi Asset Investments : A suitable option for Retirement Portfolios
Retirement investment options in India are evolving and they have some distance to cover before they reach global norms of defined pension […]
Is India’s Growth Story Gaining Traction?
1. Government Spending Takes off Recent data shows the central government’s capital expenditure surged nearly 40% year-on-year in H1 of FY26 (April–September) […]
Contrarian Conviction Will Rule
When you start an investment, journey counts. Given that most people aggressively start investing around market peaks, their starting point is not […]
The Wealthy Millennial: Embracing Change
Change is inevitable. From where we stand now, to who we used to be and who we want to be, we see change in many aspects of life. We have experienced change in the past and will definitely see change in the future.
Learning What Can’t Be Taught
https://soundcloud.com/ithought-advisory/learning-what-cant-be-taught Podcast Transcript Teaching is seen as the finest form of giving. Sharing what one knows is the noblest thing. Which is […]
Judging Can Wait
If you have an advisor, it is quite common for you to hold your advisor accountable for your returns. While this is […]
Think Beyond The Noise
The extension of single party rule in India is now clearly off our radar. The 2019 general elections will be won on […]
The Return of the FII
The FIIs are back. November clearly showed a change of mind. The DIIs continue to receive money from domestic investors. It is […]