Notes from Vijay Gaba's Diary

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Friday, May 28, 2021

Rural demand may not disappoint for long

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In past couple of months a number of research reports have expressed concerns over the rural demand in the wake intense second wave of pande...
1 comment:
Thursday, May 27, 2021

Rise of the biggest trader

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In July 2007, investment bank Bear Stern announced that couple of its hedge funds have gone bust. These funds were primarily investing in de...
Wednesday, May 26, 2021

The inflation debate continues

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In past few weeks we have seen some very interesting debates over the prospects of inflation forcing central bankers to change the course of...
Tuesday, May 25, 2021

Has commodity inflation already peaked?

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 The strong rally in global metal prices, and consequently metal producers, appear to be faltering. Chinese authorities have taken a number ...
Friday, May 21, 2021

Virus may be tamed, but recovery is a decade away

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The present trends indicate that the Second wave of Covid19 pandemic in India may have peaked in most of the states. In the rest of the coun...
Thursday, May 20, 2021

Ecommerce sector in India – the fast changing landscape

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A recent report published by The Indian Private Equity and Venture Capital Association (IVCA) and Ernst & Young (EV) gives a fairly deta...
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Wednesday, May 19, 2021

Performance of NBFCs during pandemic

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May 2021 Bulletin of the Reserve Bank of India , carries some useful insights about the performance of NBFCs during the pandemic. Being a cr...
Tuesday, May 18, 2021

Self-reliance is not limited to managing the current account

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Self-Reliance (Atamnirbharta) has been one of the key policy objective of Indian government, especially during the second term of the incumb...