Notes from Vijay Gaba's Diary

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Showing posts with label Nifty. Show all posts
Showing posts with label Nifty. Show all posts
Thursday, July 31, 2025

Powell refuses to toe the Trump line, India stay guarded

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  The Federal Open Market Committee (FOMC) of the US Federal Reserve (Fed) maintained its policy rates at 4.25% to 4.5% range, by a majority...
Wednesday, July 30, 2025

Elephant not in a mood to dance

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The current results season (1QFY26) has been rather underwhelming so far. The market expectations for this quarter were already muted. The c...
Thursday, July 24, 2025

Two random thoughts

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Antimicrobial resistance becoming ominous Antimicrobial resistance (AMR) is fast emerging as one of the most ominous health concerns at glob...
Thursday, July 17, 2025

In search of new leadership-2

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Continuing from yesterday…(see   In search of Leadership ) As I see it, the current settings of the Indian economy and market are as follows...
Wednesday, July 16, 2025

In search of new leadership

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The benchmark indices in India have been directionless for almost two months now. In fact, Nifty50 has yielded a return of less than 2% in t...
Tuesday, July 1, 2025

Investors’ dilemma – Consolidation vs Capex vs Consumption

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After several years of corporate & bank balance sheet repair and fiscal correction, the contours of India's next economic growth cyc...
Tuesday, June 24, 2025

Markets Hold Firm Amid Global Unrest: Signal or Setup?

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The Indian stock market has once again demonstrated its remarkable ability to weather turbulent times. Despite significant geopolitical head...
Tuesday, May 13, 2025

Strategy review

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The weather has changed suddenly. What was dark and grim on Friday evening, became bright and pleasant on Monday morning. ·          India...
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...