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 […]
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 […]
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 […]
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 […]
Validating Advice
https://soundcloud.com/ithought-advisory/validating-advice Podcast Transcript Every portfolio often needs validation. Our ideas are constructed in a particular context and we find that soon thereafter […]
Debt Note: A New Stance
Investment Strategy: The RBI’s stance of calibrated tightening indicates that rate hikes are possible but not mandatory. As investors, it is important […]
When Greed Bests Fear!
The stock markets capitulated this week. The fears were largely overdone. The sharp dip in OMCs clearly indicates the symptom. The markets […]
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 […]
A Decade After Lehman
“Prophecy is a good line of business, but it is full of risks.” ~Mark Twain These words ring a […]
Setting Aim
https://soundcloud.com/ithought-advisory/setting-aim Podcast Transcript: I met a friend after long years. He had been around the world, worked in many countries, […]
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 […]