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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Tuesday, April 18, 2023

Mind your own pocket

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  One of the most common narratives in all the investment advisory pitches is the impact of inflation on investors’ wealth. Inflation is oft...
Thursday, April 13, 2023

Some notable research snippets of the week

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Seven reasons to expect faster disinflation (Nomura Securities) ... driven by softer momentum and not just base effects. Most Asian centra...
Wednesday, April 12, 2023

Exploring India – Part 4

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The opening sequence of the classic Ron Livingston starer “Office Space” (1999, Mike Judge), succinctly depicts the popular saying – “the ot...
Tuesday, April 11, 2023

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  Exploring India – Part 3 In the past couple of weeks, we travelled to the states of Punjab, Himachal Pradesh (HP) and Haryana. In our ni...
Friday, March 31, 2023

Some notable research snippets of the week

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Nominal GDP growth could be ~7.5% in FY24 (MOFSL) It is remarkable that the first three months of 2023 have already witnessed several diff...
Tuesday, March 28, 2023

FY23 – A year of normalization

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After two years of disruptions, uncertainty and volatility, FY23 appeared a rather normal year. Both the markets and the economy regained a ...
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