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Blogs, Market Wrap

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 […]

ithoughtDecember 1, 20181 min read
Blogs, Fixed Income Markets, ithoughtadvisory

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 […]

ithoughtOctober 19, 20181 min read
Blogs, Market Wrap, Shyam Sekhar

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 […]

ithoughtOctober 1, 20181 min read
Blogs, Market Wrap

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 […]

ithoughtSeptember 10, 20181 min read

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