Sunday, October 17, 2021
MARKET PERSPECTIVE By J Mulraj Sep 26-Oct 2, 2021 Problems of disrupted supply chains ­­Thomas Friedman had, in 2005, written a book, The World is Flat, explaining how the forces of technology, better communication and digitisation, would lead to benefits for all, thus...
MARKET PERSPECTIVE By J Mulraj Sep 12-18, 2021 The  positive and negative factors facing markets ­­Global stockmarkets, riding on dollops of liquidity from QE programmes, are riding high. Looking forward, there are a few blessings for Indian stockmarkets, plus some factors which could...
MARKET PERSPECTIVE By J Mulraj Sep 12-18, 2021 China and ZIRP remain the biggest risks ­­Global Stockmarkets have become even more vulnerable last week, as the collapse of China’s largest real estate group, Evergrande, with $ 305 b. in debt, is heading towards...
MARKET PERSPECTIVE By J Mulraj Sep 5-11, 2021 Risk factors investors must be aware of ­­There are some risk factors coming in October, that investors should become  aware of. US Debt Ceiling: US Treasury Secretary, Janet Yellen, despite being 1.6 m tall, is afraid...
MARKET PERSPECTIVE By J Mulraj Sep 2-9, 2021 Consequences of decisions taken for self interest, not country’s interest ­­Last week we got news that Vijay Mallya, whom the Government was trying to get extradited to India, would not be brought back, because, although...
MARKET PERSPECTIVE By J Mulraj Aug 22-28, 2021 Out of the Afghan hole, into Jackson hole ­­Stockmarkets are affected by a potpourri of factors, and one or more of them can become the focus of large investors, driving markets up or down. The...
MARKET PERSPECTIVE By J Mulraj Aug 15-21, 2021 Investors should watch out for these risk factors ­­Several storm clouds have recently appeared to darken the investment horizon, which investors should keep an eye out for. These include Geopolotical storm clouds, Environmental storm clouds...
MARKET PERSPECTIVE By J Mulraj Aug 8-14, 2021 Mistakes policy makers have made ­­And oh! what a tangled web we weave when first we practice to deceive! There are several examples of policy mistakes made, which land the country in a ditch, and subsequent...
MARKET PERSPECTIVE By J Mulraj Aug 1-8, 2021 But politicians aren't smitten, and should ­­Barring a few countries, like Japan, politicians are loath to admit mistakes, and say they are sorry. They ought to, if only for the sake of clarity that the...
MARKET PERSPECTIVE By J Mulraj Jul 25-31, 2021 It is the best of times, it is the worst of time…. ­­Charles’ Dickens summation, in a Tale of Two Cities, describes the state of the world beautifully:  ‘it was the best of times, it was...