Notes from Vijay Gaba's Diary

▼
Showing posts with label China. Show all posts
Showing posts with label China. Show all posts
Tuesday, April 8, 2025

Tariff Tantrums

›
Last week, President Trump announced a hike/imposition of tariffs on most of the USA's imports. As per the proposed tariffs that are pre...
Thursday, March 20, 2025

View from the Mars - 4

›
Continuing from yesterday ( View from the Mars – 3 ) In my view, the following issues may,  inter alia , play an important role in shaping t...
Wednesday, March 19, 2025

View from the Mars - 3

›
About 17 years ago, a global financial crisis (GFC) engulfed the global markets. The impact of the crisis on financial markets was mitigated...
Wednesday, February 5, 2025

3D view of market – Deleveraging, Demographics and Deflation

›
“There are events in the womb of time, which shall be delivered in time”.   (Othello, William Shakespeare) Beginning of the current year, I ...
Tuesday, December 10, 2024

Do we need to worry about the external situation?

›
Notwithstanding a marked slowdown in the past few quarters, the Indian economy has managed to grow at a decent pace in the current global co...
Tuesday, November 26, 2024

Speculating Trump’s second term

›
President elect of the US, Donald Trump has already designated key members of his team. Based on his election agenda, speeches and rhetoric ...
Tuesday, November 19, 2024

Ambivalent

›
In the past four days, my e-mailbox, WhatsApp message box and social media timelines have been inundated with copies of an Asia Pacific stra...
Tuesday, September 24, 2024

Are you feeling chill in the air

›
The Fed, BoE, and BoJ rate decisions are out of the way now. The S&P500, bond yields, USD, JPY, Gold, and Bitcoin, etc. have already mad...
Tuesday, July 9, 2024

1H2024 – Buoyancy all around

›
The first half of the year 2024 has been good for global markets. Despite disappointment on rate cuts, geopolitical concerns, sticky inflati...