Notes from Vijay Gaba's Diary

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Thursday, May 8, 2025

Are you prepared?

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In the early hours of Wednesday, the 07 th   May 2025, Indian forces, led by the Indian air force (IAF) carried out precision strikes on nin...
Wednesday, May 7, 2025

Private sector capex – the good, the bad and the ugly

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Recently the Ministry of Statistics and Program Implementation, Government of India, released the results of the   Forward-Looking Survey on...
Tuesday, May 6, 2025

Uncertainty, instability and unpredictability

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Last week, two important events took place in New Delhi. First, the union cabinet decided to include collection of caste data in the periodi...
Wednesday, April 30, 2025

Straitjacketing a crisis-2

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Continuing from yesterday…( see here ) As I mentioned that the old narratives of the Smoot-Hawley Tariff Act (Tariff protection for domestic...
Tuesday, April 29, 2025

Straitjacketing a crisis

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Do you recall Jack Braganza from the popular Hindi movie Bobby (1973)? The affable patriarch wore his marriage suit while visiting the house...
Thursday, April 24, 2025

Rewriting History, Unsettling Society: India’s Cultural Clash and Economic Risks

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Not long ago, history used to be mostly an academic subject. The educated elite wrote, studied, analyzed, discussed, debated, formed, and al...
Wednesday, April 23, 2025

Priests are feasting

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The first three weeks of the FY26 have been rather dramatic for the stock markets. By the end of FY25, the benchmark Nifty 50 was down ~10% ...
Tuesday, April 22, 2025

Focus on affordability quotient not inflation

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The rate of Consumer Price Inflation (CPI) in India dropped to 3.34% in the month of March; below the lower bound (4%) of the regulator’s (R...
Thursday, April 17, 2025

Looking beyond Mr. Bond

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Continuing from yesterday… Mr. Bond no longer a superstar Given my view that the yield curve is no longer a strong leading indicator, I pr...