Notes from Vijay Gaba's Diary

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Showing posts with label Trump. Show all posts
Showing posts with label Trump. 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 ...
Thursday, August 21, 2025

A visit to the street

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2025 is proving to be an interesting year for traders in the Indian stocks. The traders have faced multiple challenges in the past eight mon...
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...
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...
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...
Tuesday, July 15, 2025

A method in madness

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It is a common adage amongst the financial market participants that “When America sneezes, the rest of the world catches a cold”. The origin...