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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Saturday, November 6, 2021

Outlook for the new Diwali year

The new year of the Goddess of Wealth (Mahalakshami) has started on a rather somber note for the Indian equities. After a very strong year ...

Saturday, October 30, 2021

Is Stagflation hitting affordability?

Stagflation is an economic environment with rapidly rising prices, a weak labor market, and low GDP growth. The recent corporate commentar...

Thursday, October 28, 2021

Indian Equity Markets – Where do you belong?

There are two types of investors in Indian stocks markets – (i) who own all Tata group stocks and all internet and related businesses like I...

Saturday, October 23, 2021

The decisions is our, for now

The recent visuals of the massive destruction in Uttarakhand due to rains are heart wrenching. The repetitive loss of human life due to freq...

Indian Equity Markets – Perception vs. Realty

There are two types of investors in Indian stocks markets – (i) who own all Tata group stocks and all internet and related businesses like I...

Monday, October 11, 2021

Is the notion of ESG going too far?

The Ministry of Power, Government of India, recently issued Draft Electricity (Rights of Consumers) Amendment Rules, 2021 for public comme...

2HFY22 – Market outlook and Strategy

Fear, paranoia and resilience prevails in 1HFY22 The financial year FY22 started with the country reeling under the impact of an intense s...

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