Notes from Vijay Gaba's Diary

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Friday, October 30, 2020

Covid trades

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 With each report announcing further success in the endeavors of developing an effective vaccine for SRAS-CoV-2 (previously termed Covid-19)...
6 comments:
Thursday, October 29, 2020

India employment - Gender gap and skill mimatch need to be corrected

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 The latest quarterly bulletin on employment and unemployment indicators released by the Ministry of Statistics and Programme Implementatio...
Wednesday, October 28, 2020

Rush to gold as safegurd from hyperinflation could be quixotic

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 Many readers have found my thoughts on “hyperinflation” yesterday little abstract (see Hyperinflation - Highly improbable ). They want me t...
Tuesday, October 27, 2020

Hyperinflation - Highly improbable

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 It was particularly gloomy winter evening of 2008 in South Mumbai. The global financial markets had their knees frozen. One of the top glob...
Friday, October 23, 2020

Too many cooks will spoil the dish

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 A few month ago, the banking and monetary regulator in India, the reserve Bank of India (RBI), assumed the responsibility of stimulating th...
Thursday, October 22, 2020

Market moving in circles

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 In past one month I have read a lot of commentary about the smart investing, sectoral shifts, trade rotation, reflation trade, emergence of...
Wednesday, October 21, 2020

Bretton Wood is not about Gold

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 In the aftermath of devastation that took place due to the second world war (WWII), some key global institutions were created and multilate...
3 comments:
Tuesday, October 20, 2020

Festivities missing from this festival season

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 Last weekend I did my annual festival market check. This year, besides the main markets of Delhi, I visited some local markets in predomina...
Friday, October 16, 2020

This winter may be longer than usual

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 With each passing day, the realization is growing that it will “years” not months or quarters before the normalcy returns to the global eco...
1 comment:
Thursday, October 15, 2020

How Indians waste their time

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National Sample Survey Organization (NSSO) recently published a very interesting report. The report highlights how an average Indian uses hi...
1 comment:
Wednesday, October 14, 2020

Stagflation dents consumer confidence to lowest ever

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  As per the latest survey conducted by RBI, the Consumer Confidence in India remained at an all-time low level in September with the genera...
Tuesday, October 13, 2020

Assume Act of God is a White Swan

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  A web series on the infamous Harshad Mehta scam of early 1990s seems to have triggered a debate on the present state of the financial regu...
1 comment:
Friday, October 9, 2020

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  After showing some reluctance in the month of September, Nifty has resumed its uptrend and is sprinting rather quickly to regain the Mount...
Thursday, October 8, 2020

Credit Growth trends - Some Interesting Some Worrisome

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  The recent data on sectoral credit distribution and growth released by RBI discloses some noteworthy trends. These trends are interesting ...
1 comment:
Wednesday, October 7, 2020

Good luck to you, If you could seen green pastures

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  Some of the readers have found my yesterday’s post ( The best place to watch this Opera ), unnecessarily alarming and extremely hypothetic...