Notes from Vijay Gaba's Diary

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Thursday, January 30, 2025

Fed pauses, says not in a hurry to cut more

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In a keenly watched two-day meeting, the first after the inauguration of the new US President, the Federal Open Market Committee (FOMC) of t...
Wednesday, January 29, 2025

Power pain

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One sector that is inflicting extreme pain to the investors in Indian equity is ‘power'. The stock prices of almost all companies presen...
Tuesday, January 28, 2025

Prepare for the spring

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Presently, the total market capitalization of the NSE is close to Rs415 trillion, almost the same as it was during the last week of May 2024...
Thursday, January 23, 2025

New chapter in Indo-US relations

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Mr. Donald Trump has chosen to take some time before speaking with his Indian counterpart Mr. Narendra Modi. Trump has chosen to call the Ch...
Wednesday, January 22, 2025

Expect a risk rally, after a long pause

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In the past couple of months, since the completion of the US presidential elections, most of the global analysis (financial, geopolitical, e...
Tuesday, January 21, 2025

“MAGA” – Keeping it simple

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The 45 th   President of the United States of America (POTUS), Mr. Donald John Trump (Trump) has assumed office with an onerous promise to “...
Thursday, January 9, 2025

Take a deep breath, hold and let it go

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The market action in the past three days has been quite exciting. It reminded me of the market action witnessed during March-April 2020, in ...
Tuesday, January 7, 2025

Myth of Tax terrorism

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As I mentioned in the preceding post , a narrative of “tax terrorism” is being built strongly on social media, against the incumbent regime....

Game of narratives

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Addressing the Student’s Union of London School of Economics and Political Science in 1923, Bertrand Russell said, “One of the peculiarities...
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...