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 […]
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 […]
Seek Clarity
The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a […]
Chinese Bamboo
Have you ever tended to a garden? As a gardener, you would ensure that your plants get enough sunlight, water, and nutrition. […]
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 […]
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 […]
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 […]
Reverse Mortgage Loans
What would you ideally need to retire? A steady flow of income, a sizable corpus, and a sense of financial security. Imagine […]
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, […]