Do it yourself

No research. No advice. We just describe what we observe during our search of the treasure, you know as India. Blog about everything in India.

Notes from Vijay Gaba's Diary

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Showing posts with label Economy. Show all posts
Showing posts with label Economy. Show all posts
Tuesday, January 17, 2023

Indian Equities – A secular trend; no froth

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If we cut the noise and overcome our recency bias, Indian stocks have given a decent return over the past five years; though this period had...
Wednesday, January 5, 2022

Political ambitions driving the economics

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  योगस्थ : कुरु कर्माणि सङ्गं त्यक्त्वा धनञ्जय | सिद्ध्यसिद्ध्यो : समो भूत्वा समत्वं योग उच्यते ||2:48|| Be steadfast in the per...
Wednesday, March 3, 2021

Ride the boat with life vest on and emergency kit handy

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 An impromptu discussion with my friend, & favourite fund manager, yesterday was quite disconcerting. We raised some pertinent questions...
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