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, August 7, 2025

MPC saves one for the external shock

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

Thursday, April 17, 2025

Looking beyond Mr. Bond

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

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

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

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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