Notes from Vijay Gaba's Diary

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Showing posts with label trade. Show all posts
Showing posts with label trade. Show all posts
Wednesday, August 13, 2025

Strategy review in light of the US tariffs - 2

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…continuing from yesterday. To assess the impact of the latest changes in tariffs on the Indian exports to the US, on investment strategy ...
Tuesday, August 12, 2025

Strategy review in light of the US tariffs

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The US administration has announced imposition of 50% additional tariffs (25% reciprocal and 25% penal), over and above the regular/MFN tari...
Tuesday, July 15, 2025

A method in madness

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It is a common adage amongst the financial market participants that “When America sneezes, the rest of the world catches a cold”. The origin...
Tuesday, July 8, 2025

US$703bn may be just enough

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The Reserve Bank of India holds US$702.78bn in foreign exchange reserves. In the popular macroeconomic analysis, especially in the context o...
Wednesday, June 25, 2025

Strategy for Viksit Bharat @2047

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  The Niti Aayog published a working paper titled “India’s Path to Global Leadership: Strategic Imperatives for Viksit Bharat @2047”, in Ap...
Tuesday, March 25, 2025

View from the Mars - 5

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Continuing from the last week ( View from the Mars – 4 ) For a small investor like me, whose investment spectrum is limited to the locally a...
Thursday, August 24, 2023

State of Affairs – Macroeconomic conditions

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  Recently, the Reserve Bank of India published the results of the 83 rd   round of the Survey of Professional Forecasters. In the latest Su...