Notes from Vijay Gaba's Diary

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Showing posts with label India. Show all posts
Showing posts with label India. Show all posts
Tuesday, November 26, 2024

Speculating Trump’s second term

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President elect of the US, Donald Trump has already designated key members of his team. Based on his election agenda, speeches and rhetoric ...
Wednesday, June 26, 2024

Growing like ginger-2

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Urbanization is intrinsic to development and often serves as a major driver of economic growth. As India reaches tipping point of transition...
Wednesday, June 5, 2024

Agenda for the new government

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A new central government will assume office in India, in a few days. This is a great opportunity to look at the current state of affairs wit...
Thursday, May 16, 2024

What if? – Part 3

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Verdict 2024: Market Implications An analysis of the past 30 years of market trends provides no evidence to suggest that elections, the fo...
Thursday, May 2, 2024

Why to emulate Chinese investors?

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  Why to emulate Chinese investors? Gold prices hit an all-time level in April and have corrected marginally since then. Again, this is th...
Tuesday, April 23, 2024

Laying BRICS for the future

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Early this year BRICS, a bloc of leading emerging economies, announced the induction of five new members, viz., Egypt, Ethiopia, Iran, Saudi...
Tuesday, April 16, 2024

I am not worried about US public debt

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  The issue of high and rising US public debt is a subject matter of public discussion in Indian streets. Using a common Dalal Street phrase...
Thursday, January 11, 2024

EM vs DM

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One of the key factors that may influence the performance of Indian equities in the current year would be how the global asset managers reba...
Friday, December 15, 2023

Some notable research snippets of the week

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COP28: Initial headway, some hiccups, still a long way to go (Kotak Seurities) COP28 kept the hope of achieving climate goal under the Paris...