Notes from Vijay Gaba's Diary

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Tuesday, February 14, 2023

FOMO is injurious to your capital

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It has been over five year since I visited a local garbage dump in West Delhi. The visit was a revelation in many respects. A casual discuss...
Friday, February 10, 2023

Some notable research snippets of the week

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  Deposit Rates Grow Faster than Lending Rates in December 2022 (CARE Ratings) In December 2022, the rate of increase flipped with deposit...
Thursday, February 9, 2023

RBI declares victory, and deploys more enforcement

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  The Reserve Bank of India (RBI) governor declared victory for its policy stance in unambiguous terms while presenting the latest monetary ...
Wednesday, February 8, 2023

Bhatura vs Burger

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Total apathy of common Indians towards intellectual property rights (IPR) of the originators is appalling. Use of pirated software, photocop...
Tuesday, February 7, 2023

Budget 2023: Reading between the lines

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  It’s almost a week since the union budget for FY24 was presented in the parliament. The budget documents have been analysed by a variety o...
Friday, February 3, 2023

Budget FY24: Views and strategy of various market participants

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  Largely as expected; capex sustainability core focus (Phillips capital) Budget fared well across categories – prudent fiscal position, ste...
Wednesday, February 1, 2023

Union Budget FY24 – High on promise, low on specifics

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  Prologue: If you find these observations completely trivial, that is precisely the idea. The budget speech and most of the promises made ...