ithought Connect

Let the light of financial wisdom guide your path this Karthigai Deepam. Illuminate your wealth journey with informed choices and smart investments! #Karthigaideepam #financialwisdom #festival #Festivaloflights #ithought

Here is our blog on "Silver Lining: Why Investing in Silver Could Be a Smart Move" is out. Blog Link: https://lnkd.in/g9wXwG8i #InvestingInSilver #SilverLining #PortfolioDiversification #PreciousMetals #WealthProtection #HedgeAgainstInflation #SafeHavenAsset #IndustrialDemand #SilverVsGold #LongTermGrowth #SilverInvesting #EconomicStability #RenewableEnergy #SmartInvesting #blog #ithought

On Bharathiyar Jayanthi, let’s draw inspiration from his vision of self-reliance and progress. Just as Bharathiyar dreamed of an empowered nation, let us take steps toward financial empowerment by planning, saving, and investing wisely. #BharathiyarJayanthi #FinancialFreedom #Bharathiyar #Financialplanning #ithought

Here is our blog on "Fixed Income Outlook – December 2024" is out. Blog Link: https://lnkd.in/gzJj2XuX #fixedincome #InvestmentInsights #WealthCreation #EquityMarketReset #InterestRateCycle #GlobalEconomy #GeopoliticalRisks #DebtMarketOpportunities #FinancialPlanning #Macroeconomics #CreditCycle #AssetAllocation #IndianEconomy #InvestSmart #blog #ithought

We’ve just updated our Page. Visit our Page to see the latest updates.

Market this week! Here are the key highlights. 1. Repo Rate Unchanged 2. New Interest Rate Benchmark 3. Cash Reserve Ratio 4. Inflation #marketthisweek #RBI #MonetaryPolicyUpdates #economicpulse2024 #financialinsights #reporate #RBIMonetaryPolicy #sorrlaunch #securedovernightrupeerate #crr #cashreserveratio #bankingsector #InflationOutlook2024 #inflation #ithought

Here is this week Market Wrap "Think Beyond Dips" Written by Shyam Sekhar In recent years, the strategy of buying the dip worked very well for equity investors. Investors only needed to focus on buying whatever had fallen a lot. The markets always rallied over time and handsomely rewarded dip-buying investors. The entire post-COVID rally in Indian equities worked this way and every market segment played to this pattern. The natural investor tendency is to place excessive faith in recent trends. This blind faith is leading investors to buy themes that are correcting after peaking out. Can buying the dip in thematic investing work when there is a directional reversal in the megatrend itself? Investors who buy such themes in reversal mode risk losing far more money on the way down. One must actually avoid themes which have peaked out and cyclically reversed. But we see investors buying the dip in the hope that they can play the rally. The problem is there will never be a sustained rally in many cyclically reversing themes. Investors are blind to the cyclical nature of themes and the reversal of cycles. This is leading to a sustained misallocation of capital into several themes. Further, when money chases dips in the wrong places, it distorts valuations. Often, price performance shows up in businesses that have diverged from fundamentals. Investors seem to be oblivious to this grave error of judgement. SIPs are flowing towards the themes most vulnerable to trend reversal. This has happened in past cycles. Given the scale at which we are investing in the wrong places, the extent of damage in this cycle will likely be higher. Liquidity is playing a perverse part and sustaining higher valuations. When the music stops, this game could end badly as the valuations head in for a sharp sudden reset. The recovery from such a valuation slump could even take years. Investors must now avert getting trapped in the wrong themes and direct fresh monies away from frothy parts of the market. This will save portfolios from higher drawdowns. It will also provide scope for scaling up in the right parts of the market when valuations moderate. Blindly buying the dip will exhaust your money at the wrong prices well before it is the right time to tank up on equities. This is reason enough to avoid blindly buying the dip right now. #ThinkBeyondDips #InvestmentStrategy #MarketTrends #EquityInvesting #SmartInvesting #InvestorEducation #FinancialLiteracy #MarketRisks #InvestWisely #WealthManagement #PersonalFinance #StockMarket #shyamsekhar #marketwrap #ithought

What do you expect from Trump's 2.0? Will Trump 2.0 bring stronger defense ties, trade opportunities, or more hurdles for Indian professionals? Here's a breakdown of what his possible return could mean for India in defense, trade, and immigration. Let’s dive into the potential impact! What’s your take? Drop a comment below! #Trump2_0 #IndiaUSRelations #Trump2024 #DefenseTies #TradeOpportunities #ImmigrationPolicy #H1BVisa #IndiaUSA #Geopolitics #IndoPacific #AmericaFirst #GlobalImpact

It's a Poll Time! #assetclass #equity #gold #silver #debt #ithought #poll

Market this week! Here are the Key Highlights. 1. Pan 2.0 2. Insurance Amendment 3. Liquidity Deficit 4. A Wallstreet Black Friday #panversion2 #pancard #permanentaccountnumber #ecofriendly #digitalsecurity #insuranceamendment #fdi #insurancelaw #banking #WACR #forex #fpioutflows #RBI #walmart #S_P #nasdaq #bitcoin #dowrose #marketthisweek #ithought