The Discipline Advantage: Build Portfolios That Survive Volatility
When Investing Felt Easy In 2021, investing felt easy. Stocks corrected, we panicked for a week, and markets bounced back stronger than […]
The Return of Drawdowns
Making sense of a drawdown is something investors are being forced to do after a very long time. After the brutal Covid […]
Recency Bias Returns
The resurgence in Covid cases has once again triggered Covid trades. Investors are going back to what worked last year in the […]
Impact of Elections on Your Portfolio
An election year throws up a series of questions on the outcome, approach, and tactics of political parties as they race to […]
Seek Clarity
The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a […]
There Is More To Investing Than Returns
https://soundcloud.com/ithought-advisory/there-is-more-to-investing-than-returns Podcast Transcript There is more to investing than just generating returns. There has to be a larger purpose. Investing is […]
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 […]
Oil, The Dollar and The Rupee
Rising oil and dollar mean only one thing for the Indian economy – trouble in the near-term. Business fortunes and purchasing power […]
A Weak Rupee Requires A Strong Response
The rupee now stands at 72 against the US Dollar. This is an unprecedented low. So far, neither the RBI […]
Managing Conviction
Podcast Transcript How we develop conviction matters. Everybody agrees that the quality of conviction will determine many things- how we translate […]
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 […]