Notes from Vijay Gaba's Diary

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Showing posts with label FY25. Show all posts
Showing posts with label FY25. Show all posts
Thursday, June 5, 2025

The Indian economy – glass half empty

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The Indian economy has indubitably shown brilliant resilience and sustained the base growth rate of ~6%. In the current year FY26 also the r...
Wednesday, June 4, 2025

The Indian economy – glass half full

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Resilient growth despite disturbance and challenges The full year FY25 growth (6.5% vs 9.2% in FY24) came in line with the second advance ...
Tuesday, June 3, 2025

The state of the Indian economy

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The National Statistical Office (NSO) released provisional estimates (PE) of the annual growth statistics for the Indian economy, last Frida...
Wednesday, April 2, 2025

FY25 – All’s well that ends well

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Financial Year 2024-25 (FY25), may be recorded in the annals of history as a watershed year for global politics, geopolitics, markets and th...
Thursday, March 27, 2025

Swings may get incrementally shorter

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In the past seven trading sessions, the benchmark Nifty 50 has managed to fully recoup the YTD2025 losses, soothing the ruffled feathers to ...
Wednesday, June 12, 2024

Present Ok, future buoyant

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  The Reserve Bank of India (RBI) recently released the results of forward-looking surveys. Based on the feedback received from the respond...
Wednesday, April 3, 2024

FY25 – Market Outlook and Strategy

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In my view, the stock market outlook in India, in the short term of one year, is a function of the following seven factors: (1)   Macroeco...