Notes from Vijay Gaba's Diary

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Showing posts with label Inflation. Show all posts
Showing posts with label Inflation. Show all posts
Tuesday, September 23, 2025

Dark clouds gathering on the horizon

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  The events of the past two months clearly point towards   deteriorating global growth prospects ;   rising economic uncertainties ; and   ...
Wednesday, September 17, 2025

Investors’ dilemma - 2

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Continuing from yesterday… ( see here ) Investors world over are currently faced by a common challenge, viz., divergence of asset prices fro...
Wednesday, August 20, 2025

Should the market be celebrating low inflation?

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In July 2025, India’s consumer price inflation (CPI) hit an eight year low of 1.55% (yoy). Several factors contributed to the fall in inflat...
Wednesday, June 18, 2025

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  Where did we lose our way? My engagement with Indian financial markets began in the late 1980s, at a time when the winds of reform had j...
Thursday, December 12, 2024

Living on hope

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The Reserve Bank of India (RBI) recently released the results of its latest   forward-looking surveys   (November 2024 Round). Based on the ...
Wednesday, September 25, 2024

State of the economy

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The Reserve Bank of India (RBI) has issued its latest assessment of the state of the economy . The paper notes the marked slowdown in the gl...
Thursday, September 19, 2024

Fed covers ground with a stride, does not look in a rush

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Ending the weeks of intense speculation, anticipation and debate last night, the Federal Open Market Committee (FOMC) of the US Federal Rese...
Tuesday, September 3, 2024

Waiting for a divine intervention

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Last weekend I visited some villages in the Bareilly, Shahjehanpur and Hathras districts of Uttar Pradesh. I had an opportunity to speak wit...
Tuesday, May 28, 2024

FOMC stops just short of dropping the “H” word

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The minutes of the last meeting (30 April 2024 – 1 May 2024) of the Federal Open Market Committee (FOMC) of the US were released last week. ...
Wednesday, January 10, 2024

Economics vs geopolitics

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“Economic efficiency” is one of the fundamental principles of economics. An efficient economy exists when every resource is allocated in the...