MARKET PERSPECTIVE
By J Mulraj
Nov 1-8, 2024
How Will Trump make America Great Again?
By: J Mulra
Donald Trump is the President elect of USA, triumphing over his Democratic opponent, Kamala Harris. The word triumph includes trump! Republicans also got a majority in...
MARKET PERSPECTIVE
By J Mulraj
OCT 25-NOV 1, 2024
The Politician or the Scientist?
Open any newspaper. The first page has distressing news - wars, deaths, destruction, bombings, all created by politicians spreading vituperative hatred. Reading it saddens the heart and generates pessimism...
MARKET PERSPECTIVE
By J Mulraj
Oct 17-25, 2024
India needs to make some resets
Foreign Institutional Investors (FIIs) were net sellers of Rs 1 lac crores of Indian equity last week. Betting, correctly, that Chinese authorities would introduce financial packages to help their...
MARKET PERSPECTIVE
By J Mulraj
Oct 12-18, 2024
——————————————————-
And start addressing urgent structural issues
Anand Ranganathan is an author and scientist. In this video he pontificates on what a Government is supposed to do. He believes, quite rightly, that the job of any...
MARKET PERSPECTIVE
By J Mulraj
OCT 6-11, 2024
Can we control AI?
Technology is a triple edged sword, having not only a good side and a bad side to it, but also the likelihood of an ugly side. We want the good side,...
MARKET PERSPECTIVE
By J Mulraj
Sep 28-Oct 4, 2024
A Too-Big-to-Crash Company is At Risk
The Boeing Company (Boeing), founded in 1916 by William Boeing, as an engineering firm building airplanes, is now the largest US exporter, is the world’s #4 defense contractor...
MARKET PERSPECTIVE
By J Mulraj
Sep 21-27, 2024
Provided the myopic global polity lets us get there
In the 1966 movie “The Russians are Coming, The Russians are Coming”, actor Ben Blue rides through town yelling the warning, that the Russians were coming.
A...
MARKET PERSPECTIVE
By J Mulraj
Sep 14-20, 2024
Powell cuts interest rates by 50 bips
Unlike Mark Antony’s description of Brutus’ stabbing of his friend Julius Caeser as being ‘the unkindest cut of all’, Fed Chair, Jerome Powell’s interest rate cut by 50...
MARKET PERSPECTIVE
By J Mulraj
Mar 7- 13, 2024
How Biden’s myopic geopolitical strategy has strengthened China
Before the Ukraine war, Europe (especially Germany) was the main consumer of Russian oil and gas. European industry benefitted from cheap Russian energy delivered via two...
MARKET PERSPECTIVE
By J Mulraj
AUG 31-SEP 6, 2024
Good governance needed to chart the future course
In his classic, ‘A Tale of Two Cities’, Charles Dickens describes the divergent paths of Paris (in the period 1775-1792, before the French Revolution), and of...
