Do it yourself

No research. No advice. We just describe what we observe during our search of the treasure, you know as India. Blog about everything in India.

Notes from Vijay Gaba's Diary

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Wednesday, February 26, 2020

COVID 19 - Strategy review

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After initial round of denial and complacency, the global markets seems to be waking up to the grave threat that the spread of coronavi...
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Tuesday, February 25, 2020

Development vs Growth

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In my discussions with the various market participants in last one year, I have realized that "drivers" and "domestic wo...
Thursday, February 20, 2020

Stick to your path

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The growth vs. value debate is intensifying globally with each passing trading session. As a style, value investing has suffered a seve...
Wednesday, February 19, 2020

Not learning from expereinces is sheer extravagance

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Yes Bank is a peculiar case study expanding across spheres of corporate governance; financial sector regulation; securities market regu...
Tuesday, February 18, 2020

Act before its too late

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The global rating agency Moody's Investors Service has again slashed India’s 2020 GDP growth forecast. The latest projections by ...
Friday, February 14, 2020

Latest data reignites stagflation fears

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Two data points released on Wednesday has again brought the specter of stagflation in India to the fore. The rise in food prices ...
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