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 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 […]
Seek Clarity
The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a […]
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 […]
Systemic Shocks Return
The markets saw heightening volatility this week. The stress was very visible in financials, small caps, and midcaps. The sharp cut in […]
Seek Balance
If an asset class is hitting multi-year lows, then we tend to move away from it. On the contrary, when an asset […]
At The Crossroads
Podcast Transcript: When markets are overvalued, what should an investor do? Should we buy overvalued stocks which we really like? Or, should […]