Notes from Vijay Gaba's Diary

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Friday, January 27, 2023

Brokerages preview of Budget 2023

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Stabilization is the key (Yes Bank) This Budget would have the daunting task of progressing towards consolidation after the covid related ...
Wednesday, January 25, 2023

Letter to the finance minister

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Honb’le Minister, In the Dvapara Yuga, an epic war was fought between the forces of righteousness (Pandava) and unscrupulousness (Kaurava)...
Tuesday, January 24, 2023

Time for delivery is nearing

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  Motherhood is inarguably one of the most impactful events in this universe. It is a miracle that sometimes even defies the laws of nature....
Friday, January 20, 2023

Some notable research snippets of the week

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  Logistic sector (Jefferies Equity Research) Formalisation of the logistics sector is a multi-year theme that should play out. We adjust ...
Thursday, January 19, 2023

Make no excuses

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  It was summer of the year 1997. The equity markets in India were struggling to come out of a four year long directionless phase. Though gl...
Wednesday, January 18, 2023

India’s external sector faces headwinds; situation manageable

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  The Financial Stability Report released by the RBI a few weeks ago, highlights the external sector challenges being currently faced by the...
Tuesday, January 17, 2023

Indian Equities – A secular trend; no froth

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If we cut the noise and overcome our recency bias, Indian stocks have given a decent return over the past five years; though this period had...
Friday, January 13, 2023

Some notable research snippets of the week

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Capital goods and consumer durables (Nirmal Bang Institutional Equities) In 3QFY23, the Capital Goods companies may record strong revenue ...
Thursday, January 12, 2023

NSO makes it easier for the finance minister

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Last week, the National Statistical Office (NSO) released first advance estimates of the National Income for FY23. These estimates are impor...