Notes from Vijay Gaba's Diary

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Wednesday, June 12, 2013

Keep it simple – Quantitative Easing (QE)

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In past couple of weeks, the financial and commodities markets world over have been spooked by mere hint of tapering of US$85bn/month bond...
Tuesday, June 11, 2013

Keep it simple — Indian rupee

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In deference to the popular debate and pronounced concerns over sharp depreciation in INR value versus  US dollar, we thought it appr...
Monday, June 10, 2013

Keep it simple

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Making profitable investment perhaps did never sound so complicated and complex as it does today. A plethora of often contradictory data e...
Friday, June 7, 2013

Mandate 2014: Chhattisgarh – perplexing

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Our team travelled to Chhattisgarh in last week of May’13 and was in the capital Raipur when Maoists ambushed the convoy carrying many Con...
Thursday, June 6, 2013

Mandate 2014: Madhya Pradesh – complacent, poor and green

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We travelled over 7500kms through 24 districts of Madhya Pradesh (MP) spanning 7 divisions and five major regions, i.e., Bundelkhand, ...
Wednesday, June 5, 2013

Mandate 2014: Uttar Pradesh – land of million Grigoryevs - Part II

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… continuing from yesterday Unlike Karnataka, Maharashtra, Goa, Gujarat and Rajasthan we found the state of UP bustling with activity....
Tuesday, June 4, 2013

Mandate 2014: Uttar Pradesh – land of million Grigoryevs

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In the final leg of Phase II of our ‘Discover India’ tour, we travelled through 65 districts of Uttar Pradesh (UP), Madhya Pradesh (MP) an...
Monday, June 3, 2013

Living in a ‘fixed’ world

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In past couple of weeks, InvesTrekk team travelled through heartland of India - Uttar Pradesh, Madhya Pradesh, and Chhattisgarh. It certai...
Thursday, May 23, 2013

Shampoo, detergent, noodles, motor cycles are fine

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4QFY13 results of L&T and guidance for FY14 substantiate our view that domestic investment cycle in India is seriously broken and may...
Wednesday, May 22, 2013

Take shelter as the tornado passes by

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Many equity markets world over (with the notable exception of China) have mostly recouped their losses of past five years. The same howeve...
Tuesday, May 21, 2013

Bulls caged in Wall Street

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We have been accused of being excessively and obdurately pessimistic on market in past one month. We strongly deny the charge. We are of t...
Monday, May 20, 2013

Changes in core portfolio FY14

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InvesTrekk core portfolio for FY14 has returned 11% since its launch on 1 April 2013. This compares to 9% return on Nifty. As two compone...

Mandate 2014 – Rajasthan: Dying traditions and sweating dreams

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Continuing with our second phase of discovering India, we travelled to Rajasthan in past one week. We drove through 15 districts of the s...