Notes from Vijay Gaba's Diary

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Showing posts with label Vijay Kumar Gaba. Show all posts
Showing posts with label Vijay Kumar Gaba. Show all posts
Wednesday, April 30, 2025

Straitjacketing a crisis-2

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Continuing from yesterday…( see here ) As I mentioned that the old narratives of the Smoot-Hawley Tariff Act (Tariff protection for domestic...
Tuesday, April 29, 2025

Straitjacketing a crisis

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Do you recall Jack Braganza from the popular Hindi movie Bobby (1973)? The affable patriarch wore his marriage suit while visiting the house...
Thursday, April 24, 2025

Rewriting History, Unsettling Society: India’s Cultural Clash and Economic Risks

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Not long ago, history used to be mostly an academic subject. The educated elite wrote, studied, analyzed, discussed, debated, formed, and al...
Wednesday, April 23, 2025

Priests are feasting

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The first three weeks of the FY26 have been rather dramatic for the stock markets. By the end of FY25, the benchmark Nifty 50 was down ~10% ...
Tuesday, April 22, 2025

Focus on affordability quotient not inflation

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The rate of Consumer Price Inflation (CPI) in India dropped to 3.34% in the month of March; below the lower bound (4%) of the regulator’s (R...
Thursday, April 17, 2025

Looking beyond Mr. Bond

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Continuing from yesterday… Mr. Bond no longer a superstar Given my view that the yield curve is no longer a strong leading indicator, I pr...
Wednesday, April 16, 2025

Mr. Bond no longer a superstar

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The conventional market wisdom suggests that the bonds usually lead the change in market cycles. Traditionally traders have closely followed...
Wednesday, April 9, 2025

Tariff Tantrums – Where do we stand?

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The global markets are shaken by the trade war initiated by the US by announcing arbitrary unilateral tariffs on all of its trade partners. ...
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...