Notes from Vijay Gaba's Diary

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Showing posts with label PLI. Show all posts
Showing posts with label PLI. Show all posts
Thursday, August 1, 2024

Government vs corporate sector

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One thing that the prime minister Narendra Modi is well known for is his business friendliness. At the core of the famous Gujarat Model, tha...
Wednesday, February 7, 2024

Shanghai to Ayodhya

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Shri Ram Janmabhoomi Teerth Kshetra (SRJBTKshetra), a public trust, is building a grand temple dedicated to Lord Rama at his birthplace in A...
Wednesday, January 17, 2024

Decoupling from China

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Yesterday’s post ( China+1...rhetoric apart ) evoked a rather aggressive response from some readers. They strongly disagree with my skeptici...
Wednesday, June 14, 2023

Staying put on the straight road

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  “No one was ever lost on a straight road.” Last time I wrote this was about 13 months ago when the Nifty was around 16000. The benchmark...
Thursday, December 1, 2022

Need to think beyond obvious

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I had a chance to meet a small group of seasoned market participants yesterday. The group included a couple of brokers, some investors, a ba...
Tuesday, May 18, 2021

Self-reliance is not limited to managing the current account

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Self-Reliance (Atamnirbharta) has been one of the key policy objective of Indian government, especially during the second term of the incumb...
Friday, January 29, 2021

Headlines need to be managed well

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Besides other things one thing that the year 2020 has established is the need for global manufacturing to rebalance its over reliance on Chi...