Notes from Vijay Gaba's Diary

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Tuesday, September 9, 2025

Two short stories, and a big one

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Fruit salad and helmets It was summer of 1992. The weathermen had announced the arrival of monsoon, a few days ago; though it had not rain...
Thursday, September 4, 2025

Policy Uncertainty – India’s Biggest Business Risk

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One of the biggest hurdles to doing business in India today is not infrastructure, taxation, or talent—it is policy unpredictability. The ...
Wednesday, September 3, 2025

US Tariffs - Imagining the worst case

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The US administration has imposed a 25% penal tariff on the goods imported from India, with few exceptions. The reason cited for this penal ...
Tuesday, September 2, 2025

Art of manipulating the truth

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Politicians have always been famous for manipulating the truth or lying by telling the truth. For example, consider this. A journalist asked...
Thursday, August 28, 2025

Refinement of the monetary policy framework in India

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  The Reserve Bank of India adopted its current monetary policy framework in August 2016, under the governorship of Dr. Raghuram Rajan. This...
Tuesday, August 26, 2025

Chairman Powell stopped just short of committing a cut

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  Federal Reserve Chair Jerome Powell delivered his final keynote address at the Jackson Hole Economic Symposium on August 22, 2025, hosted ...
Thursday, August 21, 2025

A visit to the street

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2025 is proving to be an interesting year for traders in the Indian stocks. The traders have faced multiple challenges in the past eight mon...
Wednesday, August 20, 2025

Should the market be celebrating low inflation?

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In July 2025, India’s consumer price inflation (CPI) hit an eight year low of 1.55% (yoy). Several factors contributed to the fall in inflat...
Tuesday, August 19, 2025

It’s sunny outside, but better to carry umbrella

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In his Independence Day speech, the prime minister announced that his government has proposed comprehensive reforms to the extant Goods and ...