Lower for Longer!
April taught us that the RBI’s focus shifted from inflation to growth. While food inflation remained a top concern in 2024, it’s […]
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: 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 […]
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 […]
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 […]
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 […]
The Need Of The Hour
Opinions are very different from judgements. Investment is a field where we carry both and apply them constantly. Opinions are lighter, presumptive, […]
Debt Markets Work In Cycles Too
In good years, defensive investors have to be content with the KNOWLEDGE that their gains, although perhaps less than maximal, were achieved […]