The Buoyancy Plays On
The first blockbuster result of the third quarter set the mood for another exciting results season. Evidently, the performing companies are set […]
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 […]
Debt Note | A Paradox: Lower Rates & Higher Yields
Investment Strategy: In the current market context, volatility is on the cards. Most bond fund investors are likely to experience short term […]
The Volatility Paradox
The week saw increased scrip level volatility and better index level stability. This paradox is increasingly becoming a trend in our markets. […]
Debt Note: Why Quality Matters
Investment Strategy: As we move into a rising interest rate scenario, the focus shifts to high-quality low-volatility investments. Our strategy has been […]
Stay Convinced
Being Contrarian is never easy. Most of the time, the Contrarian makes choices that are very different from the consensus. Given that […]
Avoid Recency Bias
Recency bias hurts the most when a bull market ends. We tend to buy investment ideas which did very well in the […]
The Opportunity in Crisis
https://soundcloud.com/ithought-advisory/the-opportunity-in-crisis Podcast Transcript: Clearly, our markets have walked into a crisis we could have avoided. It was in good measure… our […]
Time To Be Proactive
A relatively insignificant event triggered a massive scare in Indian financials on Friday. But, the story does not lie there. It lies […]
The Active-Passive Choice
Investors are always so busy celebrating market highs that they miss the peak out moment. So, most investors tend to wake up […]
Lock into Debt
The purpose of monetary policy is to manage inflation, facilitate growth, and regulate credit in the economy. The RBI’s Monetary Policy Committee […]
Recalibrate Risks
Risks and returns are always meant to be viewed holistically. But, how many of us do that? An interesting incident only reminded us […]