Notes from Vijay Gaba's Diary

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Showing posts with label Tariffs. Show all posts
Showing posts with label Tariffs. Show all posts
Wednesday, September 3, 2025

US Tariffs - Imagining the worst case

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The US administration has imposed a 25% penal tariff on the goods imported from India, with few exceptions. The reason cited for this penal ...
Tuesday, August 19, 2025

It’s sunny outside, but better to carry umbrella

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In his Independence Day speech, the prime minister announced that his government has proposed comprehensive reforms to the extant Goods and ...
Thursday, August 14, 2025

Strategy review in light of the US tariffs - 3

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  …continuing from yesterday . In my view, assimilating the impact of a sustained Indo-US trade standoff in a personal investment strategy...
Wednesday, August 13, 2025

Strategy review in light of the US tariffs - 2

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…continuing from yesterday. To assess the impact of the latest changes in tariffs on the Indian exports to the US, on investment strategy ...
Tuesday, August 12, 2025

Strategy review in light of the US tariffs

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The US administration has announced imposition of 50% additional tariffs (25% reciprocal and 25% penal), over and above the regular/MFN tari...
Thursday, August 7, 2025

MPC saves one for the external shock

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The Monetary Policy Committee (MPC) of the Reserve Bank of India concluded its three-day meeting on Wednesday. The committee voted unanimous...
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, April 8, 2025

Tariff Tantrums

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Last week, President Trump announced a hike/imposition of tariffs on most of the USA's imports. As per the proposed tariffs that are pre...