Notes from Vijay Gaba's Diary

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Thursday, October 24, 2024

State of manufacturing, employment and wages

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Recently the Ministry of Statistics and Program Implementation, Government of India, released the results of the latest Annual Survey of Ind...
Wednesday, October 23, 2024

Are you feeling ‘Wealth effect’

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Last weekend, I happened to meet a senior IT professional, aged 48yr. This gentleman has worked with many global IT services companies like ...
Tuesday, October 22, 2024

Focus on finding opportunities

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I shared some of my random thoughts with the readers last week ( see here ). Many readers have commented on my post. Some readers have raise...
Thursday, October 17, 2024

Believe what you know and do what you do best

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Last week we celebrated Dussehra – a festival that for centuries has marked the victory of good (Ram) over evil (Raavan). Burning of effigie...
Wednesday, October 16, 2024

Some random thoughts

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Myth of free market A fundamental principle of economics is that “in a ‘free market’ current price of anything having an economic value is...
Tuesday, October 15, 2024

Time to fly out approaching

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The current market condition reminds me of one of my favorite bedtime stories. I love to narrate this time and again. Once upon a time a s...
Thursday, October 10, 2024

RBI changes stance, leaves rates unchanged

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Yesterday, the Reserve Bank of India announced the outcome of the meeting of its Monetary Policy Committee (MPC) held on 7-9 October 2024. T...
Wednesday, October 9, 2024

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  2HFY25 - Market strategy and outlook (Note: I had last shared my investment outlook and strategy for the second half of the year 2024, J...
Tuesday, October 8, 2024

1HFY25 – So far, so good

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The first half of the financial year FY25 has been good for financial and commodity markets. Despite elevated geopolitical concerns, inflati...