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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Tuesday, August 25, 2020

Let the child be delievered first

Every day the stock markets in India (and other parts of the world also) are cheering the "positive data" and rising towards the...

Friday, August 21, 2020

Preparing for chaos - 4

Continuing from yesterday (see Preparing for chaos - 3 ) In April, I had shared my thoughts about the investment strategy for post COVID...

Thursday, August 20, 2020

Preparing for chaos - 3

Continuing from yesterday (see Preparing for chaos -2 ) As I said earlier, the world will be a materially different place in five year f...

Wednesday, August 19, 2020

Preparing for chaos - 2

Continuing from yesterday (See Preparing for chaos ) I believe that severity of any geopolitical event, financial crisis, economic event...

Tuesday, August 18, 2020

Preparing for chaos

The undeniable fact is that FY21 could see most pervasive contraction in global economy in post war era. The economic impact of novel coro...

Friday, August 14, 2020

...till then its a trading market

The brokerage firm, Sanford C. Bernstein in a recent report highlighted some noteworthy points. The firm evaluated whether the recent shar...

Wednesday, August 12, 2020

Corporate results encouraging; macro data worrisome

The 1QFY21 results announced so far have been mostly better than average estimate of various analysts. About two third of the companies in...

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