Notes from Vijay Gaba's Diary

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Friday, February 4, 2022

A storm developing in bond street

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While the equity markets have generally welcomed the Union Budget for FY23, the bond market seems to be majorly disappointed. It may be pert...
Thursday, February 3, 2022

The morning after

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After struggling to understand the economic survey and budget documents for more than 36hours, I have concluded that at least in matters of ...
Tuesday, February 1, 2022

Union Budget FY22 – Catching up and plumbing

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The finance minister presented the union budget for FY23 this morning. The 90minutes speech was apparently the shortest budget speech delive...

An investor’s prelude to the Union Budget for FY23

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 Let’s consider India as a company; annual budget as the annual account for the current year and forecast for the next year and the budget p...
Friday, January 28, 2022

I expect the Moon

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  Expectation is a strange animal. More you beat it, the stronger it rises. Consistent underachievement is perhaps the only way to kill it. ...
Thursday, January 27, 2022

What markets are actually worrying about?

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The weather in the market has changed rather dramatically over the past two weeks. As we changed the calendars about four weeks ago, it was ...
Tuesday, January 25, 2022

Emerging global risks

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  The latest edition of the World Economic Forum’s global risk report ( The Global Risk Report 2022 ) offers some valuable and interesting i...
Friday, January 21, 2022

Clean energy is small part of big picture

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  ·          In a recently published paper International Renewable Energy Agency (IRENA) said that hydrogen could disrupt global trade and ...