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Vivek Kaul: The bond market called Trump's bluff but the coast is still hazy

New Delhi, April 15 -- A line often mis-attributed to Vladimir Lenin goes: "There are decades where nothing happens, and there are weeks where decades happen." Last week was one such momentous one as ... Read More


Vivek Kaul: 'Stupid, stupid, stupid' is the only way to describe US tariffs

New Delhi, April 7 -- On the third day of the Boxing Day Test match between India and Australia in Melbourne on 28 December, when India were precariously placed at 191 runs for 5 wickets, Rishabh Pant... Read More


Vivek Kaul: Fast thinking is the great enabler of digital fraud

New Delhi, April 1 -- If you are the kind who reads the inside pages of newspapers, you may have noticed a surge in fraudulent digital arrests, WhatsApp money transfer scams, online Ponzi schemes, dee... Read More


Vivek Kaul: Is capital gains tax to blame for the exodus of foreign investors?

New Delhi, March 18 -- In the Hindi cinema of yore, villains were a very important part of the story. But they never had a backstory. No explanation was offered on why they became villains in the firs... Read More


Vivek Kaul: The 'fallacy of composition' has left equity fund investors reeling

New Delhi, March 4 -- Economist John Maynard Keynes came up with the concept of 'the paradox of thrift.' It's an excellent example of the fallacy of composition, where the whole differs from the sum o... Read More


Vivek Kaul: Will the government run out of luck with its securities transaction tax mop-up?

New Delhi, Feb. 18 -- In 2018-19, the year before the covid pandemic broke out, the securities transaction tax (STT) earned by the Union government was Rs.11,528 crore. In 2024-25, the government hope... Read More


Vivek Kaul: Does the budget signal a change in the government's growth strategy?

New Delhi, Feb. 4 -- In the stock market circles of Central and South Mumbai, the phrase 'kya lagta hai' (KLH, what do you feel)? can be a conversation starter. During the course of any such conversat... Read More