Notes from Vijay Gaba's Diary

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Thursday, May 29, 2025

Watchlist for investors

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The macro environment in India looks stable and resilient, despite the scare of war and trade uncertainties. The south-west monsoon has star...
Wednesday, May 28, 2025

Investment lessons from IPL

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The 2025 season of the Indian Premier League (IPL) has entered the final phase. Four teams – Gujarat Titans, Punjab Kings, Royal Challengers...
Tuesday, May 27, 2025

The story so far

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The script in the US is playing mostly on the expected lines (see   here   and   here ). Department of Government Efficiency (DOGE) – crash ...
Thursday, May 22, 2025

Need for reforms in IMF’s Debt Sustainability Framework

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The International Monetary Fund (IMF) and the World Bank designed the Debt Sustainability Framework (DSF), to assess and manage the debt sus...
Wednesday, May 21, 2025

“Trade” over “War”

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After the recent geopolitical escalation between India and Pakistan, the president of the United States (POTUS), Donald J. Trump, has become...
Tuesday, May 20, 2025

South Block’s Doctrine, North Block’s Dilemma

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  South Block’s Doctrine, North Block’s Dilemma Past four weeks have marked a watershed in the geopolitics of South Asia. A terrorist atta...
Thursday, May 15, 2025

India’s MSME Challenge

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Micro, small and medium size enterprises (MSME) have been widely recognized as the core of India’s development plan. MSME are not only criti...
Wednesday, May 14, 2025

Being hopeful is a great thing, but…

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A few years ago, I had to make a visit to a local garbage dump site in Delhi. My wife had lost an earring, which she thought could have been...
Tuesday, May 13, 2025

Strategy review

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The weather has changed suddenly. What was dark and grim on Friday evening, became bright and pleasant on Monday morning. ·          India...