Notes from Vijay Gaba's Diary

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Tuesday, December 31, 2024

Two roads diverging in the yellow wood…

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The 2025 th   year of the Christ is beginning on a very tentative note, particularly for investors in financial markets. The past four years...
Thursday, December 26, 2024

Universal Basic Income (UBI) taking shape, election by election

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Telangana was the first State in India to implement a basic income scheme for all the 6 million farmers of the state, in 2018. Under the Ryt...
Tuesday, December 24, 2024

Greed consistently dominated fear in 2024, or did it?

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The sentiments of greed (risk-taking) and fear (risk-aversion) are two key factors that determine the breadth and depth of the stock market ...
Thursday, December 19, 2024

Cautious FOMC spoils the Santa party

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The Federal Open Market Committee (FOMC) of the US federal Reserve (Fed) obliged the market consensus by cutting its overnight borrowing rat...
Wednesday, December 18, 2024

Alternatives continue to remain attractive

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Traditionally, the asset allocators have considered the potential return of the various alternatives (to equity and fixed income) to determi...
Tuesday, December 17, 2024

Bruised or damaged?

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A veteran investor recently recommended investors to buy “bruised blue chips”. He was purportedly referring to the consumer goods manufactur...
Thursday, December 12, 2024

Living on hope

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The Reserve Bank of India (RBI) recently released the results of its latest   forward-looking surveys   (November 2024 Round). Based on the ...
Wednesday, December 11, 2024

Leave it for politicians

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The two-decade period between 1988-2008 saw the most remarkable progress in the sphere of international relations and collaborations. The te...
Tuesday, December 10, 2024

Do we need to worry about the external situation?

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Notwithstanding a marked slowdown in the past few quarters, the Indian economy has managed to grow at a decent pace in the current global co...
Thursday, December 5, 2024

Status of households’ quality of life

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The National Sample Survey Organization (NSSO) released results of the   Comprehensive Annual Modular Survey 2022-2023   a few weeks ago. Th...
Wednesday, December 4, 2024

To cut or not to cut

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The 3-day bi-monthly meeting of the Monetary Policy Committee (MPC) of the Reserve Bank of India (RBI) begins today. This would be the last ...
Tuesday, December 3, 2024

Growth slowdown may be structural

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India’s real GDP grew by 5.4% yoy during 2QFY25 (July-Sep); the slowest growth rate recorded since 3QFY23. The Reserve Bank of India had for...