Notes from Vijay Gaba's Diary

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Showing posts with label tariff. Show all posts
Showing posts with label tariff. Show all posts
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, March 11, 2025

The master failing the first test

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Ever since the self-proclaimed master in the “art of deal making” re-entered the White House, January 2025, after a hiatus of four years, th...
Wednesday, February 5, 2025

3D view of market – Deleveraging, Demographics and Deflation

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“There are events in the womb of time, which shall be delivered in time”.   (Othello, William Shakespeare) Beginning of the current year, I ...
Thursday, January 23, 2025

New chapter in Indo-US relations

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Mr. Donald Trump has chosen to take some time before speaking with his Indian counterpart Mr. Narendra Modi. Trump has chosen to call the Ch...
Wednesday, January 22, 2025

Expect a risk rally, after a long pause

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In the past couple of months, since the completion of the US presidential elections, most of the global analysis (financial, geopolitical, e...
Tuesday, November 26, 2024

Speculating Trump’s second term

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President elect of the US, Donald Trump has already designated key members of his team. Based on his election agenda, speeches and rhetoric ...
Thursday, November 21, 2024

Goal incongruence

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Lower duty on gold, wider trust deficit In her final budget for FY25 (presented in July 2024), the finance minister had cut the import dut...