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 repo. Show all posts
Showing posts with label repo. Show all posts
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 3, 2024

FY25 – Market Outlook and Strategy

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In my view, the stock market outlook in India, in the short term of one year, is a function of the following seven factors: (1)   Macroeco...
Wednesday, March 27, 2024

Add a pinch of salt to free advice

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In the past few days, three noteworthy events took place in the global financial markets. These events highlight the policymakers’ dilemma a...
Wednesday, January 24, 2024

Long bond – cognitive dissonance

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I had an opportunity to meet with a group of investors last week. The discussion revolved around the present market conditions and the lik...
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