Read the latest pieces from ithoughtPMS...
India’s Coal Gasification and Thermal Push Opens an Investment Window
A landmark ₹37,500 crore Cabinet approval has just reshaped India’s energy landscape. For investors, the question is not whether this...
Read MoreWhen the World Gets Nervous, Markets Don’t Wait
Something Shifted Recently Not long ago, the Indian government quietly made a move that didn’t get as much attention as...
Read MoreBuilding Stronger Portfolios Through Pairing Strategies
In portfolio construction, the question is rarely about returns alone.It is about role clarity — what part of the portfolio...
Read MoreFII Outflows in April: It’s Not Just Oil and Taxes – Follow the AI Money
FII flows continue to be negative again in April, even as Indian equities staged a broader recovery. The usual suspects...
Read MoreSIP in PMS – Where Discipline Meets Differentiated Investing
What Is SIP Investment? A Systematic Investment Plan (SIP) is a disciplined investment approach where investors contribute a fixed amount...
Read MoreShould You Invest In Equities Now?
If I told you that the best asset to invest in today is domestic equities, you would probably laugh at...
Read MoreInvesting Through Conflict: Positioning for the Next Cycle
Over the past few weeks, investors have been navigating tariff tensions, currency volatility, sharp oil movements, liquidity shifts, and now...
Read MoreThe AI Paradox
The IT services industry was banking on enterprise AI adoption to be the next great growth engine. Modernisation, implementation projects,...
Read MoreBehind The Scenes: How We Review PMS Portfolios Every Month
Anita opened her mailbox: there it was her monthly PMS report. She opened the attachment, scrolled down to the performance...
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