Notes from Vijay Gaba's Diary

▼
Tuesday, October 22, 2013

Reality check @Nifty 6200

›
Thought for the day “The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the in...
Monday, October 21, 2013

Flock of black swans on the horizon

›
Thought for the day “Republics decline into democracies and democracies degenerate into despotisms” -           Aristotle ...
Friday, October 18, 2013

Prefer low beta to domestic growth

›
Thought for the day “Apparently there is nothing that cannot happen today” -           Mark Twain (American, 1835-1910 ) ...
Thursday, October 17, 2013

What are we celebrating?

›
Thought for the day “There are people who want to make men's lives more difficult for no other reason than the chance it pro...
Tuesday, October 15, 2013

Some more random thoughts

›
  Friendly banker who likes to have more “likes” on facebook Raghuram Rajan in his first interview after taking over as RBI gover...
Monday, October 14, 2013

Few random thoughts

›
The equity markets globally have been unusually buoyant past couple of trading sessions. Except for somewhat easier liquidity and ...
Friday, October 11, 2013

InvesTrekk model portfolio

›
Core Portfolio (67%) In our view, the core portfolio should be constructed with the longest possible timeframe and expectation of returns...
Thursday, October 10, 2013

Why be contrarian?

›
It is a common perception among countrymen that the Congress Party and therefore UPA government is controlled by the Gandhi family, most...
Wednesday, October 9, 2013

Constructing a model portfolio

›
Constructing a model Indian equity portfolio is somewhat similar to electing members for Indian parliament. Investors like electorate hav...