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 […]
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 […]
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 […]
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 […]
Keep Your Chin Up
When markets correct sharply, where are you looking? This question assumes special significance as the indices are down 10%+ from this year’s […]
Volatility Returns
Politics makes a huge comeback in the stock markets, exactly when the markets are not ready for it. Unlike other market disruptions […]