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 […]
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 […]
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 […]
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 […]
The Power of Prescience
The power of prescience is not something that is easy to practice in our investing. Knowing something in advance can be unfair […]
Lock into Debt
The purpose of monetary policy is to manage inflation, facilitate growth, and regulate credit in the economy. The RBI’s Monetary Policy Committee […]