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 […]
When Greed Bests Fear!
The stock markets capitulated this week. The fears were largely overdone. The sharp dip in OMCs clearly indicates the symptom. The markets […]
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 […]
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 […]
What Next?
Podcast Transcript: Events are flowing thick and fast. Let us look at macros first. A falling rupee. Rising oil. Spiking prospects of […]
Deal with Digital
The coming weeks will probably see a big deal announcement. This is going to be in a space where investors constantly doubted […]
Time to move forward
The FIIs have been persistent sellers of Indian equities. DIIs have bought steadily and supported the market. This explains the index not […]
Trend Reversal
The recent weeks are seeing the trend turn in several areas. Investment flows are looking very different with the persistent selling of […]