Notes from Vijay Gaba's Diary

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Thursday, November 13, 2025

Towards a trust-based tax governance structure

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Recently, NITI Aayog published a working paper titled “Towards India’s Tax Transformation: Decriminalization and Trust-Based Governance”. Th...
Wednesday, November 12, 2025

The rise of experiential economy

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In the past few months, I have observed the following trends in my socio-economic milieu (urban middle class). Research analysts might like ...
Tuesday, November 11, 2025

How to prepare for Hindenburg Omen

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For the past two weeks my message inbox has been flooded with messages highlighting that recently “Hindenburg Omen Signal”, which preceded t...
Thursday, November 6, 2025

Vanity over work

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A few months ago, two reputable Indian corporate leaders opined that Indian youth should work harder and longer. Their opinion triggered an ...
Tuesday, November 4, 2025

Some random thoughts

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The global macro landscape remains in flux. A strange mix of structural deflationary forces is colliding with equally powerful inflationary ...
Thursday, October 30, 2025

Fed cuts 5bps, ends QT, clouds December cut

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  The Federal Open Market Committee (FOMC) of the US Federal Reserve lowered its benchmark overnight borrowing rate by 25bps to 3.75%-4%. Th...
Wednesday, October 29, 2025

Beyond the Debt Conspiracy: What we need to be bothering about

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Several readers have commented on my yesterday’s post (“USD, Gold, Crypto and a mountain of $38trn debt”). Some agree that the “debt manipul...