Do it yourself

No research. No advice. We just describe what we observe during our search of the treasure, you know as India. Blog about everything in India.

Notes from Vijay Gaba's Diary

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Showing posts with label equity market. Show all posts

Showing posts with label equity market. Show all posts

Friday, November 24, 2023

Some notable research snippets of the week

Global Economics Intelligence executive summary, October 2023 (McKinsey & Co) The global outlook is unchanged despite weaker readings ...

Thursday, April 13, 2023

Some notable research snippets of the week

Seven reasons to expect faster disinflation (Nomura Securities) ... driven by softer momentum and not just base effects. Most Asian centra...

Friday, May 20, 2022

Choose your path wisely

The investors are finding themselves standing at a crossroad again. For seasoned investors this is nothing new, but for a large proportion o...

Thursday, December 3, 2020

Move to cyclicals - value hunting or something else?

I remind myself of this narration almost every market cycle. I think, it is the time to reiterate once again. Have you ever been to veget...

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