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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Thursday, July 6, 2023

Indian banking – state of affairs

The latest credit and deposit statistics highlight some noteworthy trends in the Indian economy. During the first fortnight of June 2023, th...

Tuesday, July 4, 2023

1H2023 – So far so good!

The first half of the year 2023 has been good for risk assets. Despite strong headwinds in the form of aggressive rate hikes, banking se...

Friday, June 30, 2023

Some notable research snippets of the week

CAD slips in FY2023; better prospects in FY2024 (Kotak Securities) CAD/GDP improved in 4QFY23 led by a narrowing of the trade deficit (goods...

Wednesday, June 28, 2023

Chosen the wrong template

Continuing from Tuesday ( Nine years of continuity and low growth ), I must say one key area of sub-optimal by the incumbent NDA-2 governmen...

Tuesday, June 27, 2023

Nine years of continuity and low growth

Last month the incumbent NDA government completed nine years in power with BJP having full majority in the Lok Sabha on its own. In the 2014...

Friday, June 23, 2023

Some notable research snippets of the week

Key economic trends (Elara Capital) · Deflationary impulses seem entrenched in the global economy. We believe global inflation ma...

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