Notes from Vijay Gaba's Diary

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Showing posts with label Midcap. Show all posts
Showing posts with label Midcap. Show all posts
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 ...
Thursday, March 6, 2025

Correct your reference point

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Recent interaction with the market participants indicates that the sentiment of fear is now strongly dominating greed. Most of the investors...
Tuesday, December 24, 2024

Greed consistently dominated fear in 2024, or did it?

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The sentiments of greed (risk-taking) and fear (risk-aversion) are two key factors that determine the breadth and depth of the stock market ...
Tuesday, October 8, 2024

1HFY25 – So far, so good

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The first half of the financial year FY25 has been good for financial and commodity markets. Despite elevated geopolitical concerns, inflati...
Tuesday, October 1, 2024

Cautious, but no signs of fear

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I find the current market narrative on social media being dominated by three topics: 1.     A study released by the market regulator SEBI,...
Tuesday, July 9, 2024

1H2024 – Buoyancy all around

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