Notes from Vijay Gaba's Diary

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Thursday, September 25, 2025

Time to take out your umbrellas

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A consistent rise in global equity prices, not accompanied by a matching earnings growth, has raised concerns about the sustainability of cu...
Wednesday, September 24, 2025

Dark clouds gathering on the horizon – 2

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  Continuing from yesterday...( see here ) Rising uncertainties In the past one year, global economic uncertainties have intensified, contri...
Tuesday, September 23, 2025

Dark clouds gathering on the horizon

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  The events of the past two months clearly point towards   deteriorating global growth prospects ;   rising economic uncertainties ; and   ...
Thursday, September 18, 2025

DXY vs USDINR

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Since the beginning of the year 2025, the exchange rate of India Rupee (INR) has fallen against the currencies of most of our major partners...
Wednesday, September 17, 2025

Investors’ dilemma - 2

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Continuing from yesterday… ( see here ) Investors world over are currently faced by a common challenge, viz., divergence of asset prices fro...
Tuesday, September 16, 2025

Investors’ dilemma

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The behavior of Global markets has always been perplexing for the participants. The past 8-9 months have been no different in that sense. St...
Thursday, September 11, 2025

End of demographic dividend approaching fast

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The latest Sample Registration System (SRS) report confirms what has been feared for the past few years – Indian population is peaking and I...
Wednesday, September 10, 2025

…and the big one

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Continuing from yesterday ( Two short stories, and a big one ) As a common Indian household, I face three key issues in my daily life. Fro...