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 […]
We Must Mean Business
Economic news will turn speculative in the coming weeks. We will either be sold hope or fear depending on the intent of […]
The Voting Machine Vs The Weighing Machine
https://soundcloud.com/ithought-advisory/the-voting-machine-vs-the-weighing-machine “In the short run, a market is a voting machine but in the long run, it is a weighing machine.” – […]
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 […]
Mindful Investing
https://soundcloud.com/ithought-advisory/mindful-investing Podcast Transcript Mindful investing can at first glance sound abstract. When we define different ways of investing, we mostly find […]
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 […]
Stay Convinced
Being Contrarian is never easy. Most of the time, the Contrarian makes choices that are very different from the consensus. Given that […]
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 […]
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 […]