Notes from Vijay Gaba's Diary

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Showing posts with label Monsoon. Show all posts
Showing posts with label Monsoon. Show all posts
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 7, 2024

No margin for error

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  In the past two weeks, Indian markets have witnessed heightened intraday volatility. Out of the last nine trading sessions, on six occasio...
Wednesday, August 30, 2023

Sailors caught in the storm – Part 2

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Recently released minutes of the meeting of the Monetary Policy Committee (MPC) of the Reserve Bank of India (RBI) highlighted that the late...
Thursday, July 20, 2023

New York to Beijing

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One of the several global trends that have been developing in the past decade, in particular, is the dissipation of the US dominance in the ...
Friday, July 7, 2023

Some notable research snippets of the week

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Monsoon, agriculture, prices (Yes Bank) The focus for economic agents over the last few weeks was the onset of the SW monsoon, especially ...
Friday, June 23, 2023

Some notable research snippets of the week

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Key economic trends (Elara Capital) ·          Deflationary impulses seem entrenched in the global economy. We believe global inflation ma...
Tuesday, March 14, 2023

Checking portfolio for monsoon worthiness

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This is further to “No clouds on the horizon” posted last week. I made a rudimentary assessment of the potential impact on the financial ...