Notes from Vijay Gaba's Diary

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Tuesday, September 24, 2013

Modi PM – Part IV

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In our view, it is important to understand what a regime change at the center would mean for the Indian economy, especially if the change ...
Monday, September 23, 2013

Modi PM – Part III

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Almost all opinion polls conducted in past one month have suggested that Narendra Modi is the most popular PMship candidate, especially in...
Friday, September 20, 2013

Mandate 2014: Modi PM – Part II

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The coronation of Mr. Narendra Modi as PMship candidate of BJP has caught the imagination of people worldwide. Some unconfirmed reports s...
Thursday, September 19, 2013

Mandate 2014: Modi PM – Part I

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After announcement of Narendra Modi as official PMship candidate of BJP, the popular debate in the country has heated up further. The ...
Wednesday, September 18, 2013

Taper or not to taper is not the question

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  We expect continuation of RBI’s existing tight money policy stance with some stringent import curbs, more export incentives and ...
Tuesday, September 17, 2013

Will it be sixth time lucky?

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Yesterday Sensex crossed 20k mark for the sixth time in past six years. Five out of these six crossovers have occurred in past three y...
Monday, September 16, 2013

Make hay while sun shines

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A spell of seemingly positive news flow in past two weeks has provided much needed relief to the struggling stock markets. Th...
Friday, September 13, 2013

All rats should become cats

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The data released yesterday reveals that the industrial growth in India rebounded majorly in July, growing 2.6% (versus consensus –...