Friday, October 7, 2022
INVESTMENT PERSPECTIVE By J Mulraj Sep 10 - 16 2022 Will Europe stay united? In his epic novel, A Tale of Two Cities, Charles Dickens wrote “it was the best of times, it was the worst of times, it was the age of...
INVESTMENT PERSPECTIVE By J Mulraj Sep 4- 10, 2022 Stopping a senseless war requires some sense The war in Ukraine was started senselessly, and the destruction, suffering and loss of lives was totally avoidable. For years Russia had been pleading with NATO, which...
INVESTMENT PERSPECTIVE By J Mulraj Aug 28-Sep 3, 2022 The multiple risks investors shouldn’t ignore If globalization means ease of international trade, it started with Columbus’s discovery of America. It got impetus after WWII, when the US, with the only large navy still...
INVESTMENT PERSPECTIVE  By J Mulraj Aug 21-27, 2022 Fiddling while the world burns Looking to the climate changes happening all over the world, it is hard to believe that these world leaders took pledges to address them, just ten months ago, at the...
INVESTMENT PERSPECTIVE By J Mulraj Aug 14-20, 2022 Great achievements, yet lots to be done Speaking from the ramparts of the  Red Fort on India’s 75th year of Independence, Prime Minister Modi spoke of India’s achievements, and vowed to tackle corruption and other...
INVESTMENT PERSPECTIVE By J Mulraj Aug 7-13, 2022 Geopolitics or Financial insanity, what will bring about another crash? A black swan event is an unpredictable event which results in dire consequences (like the start of WW1 with the assassination of an Archduke or...

 INVESTMENT PERSPECTIVE Nu J Mulraj Jul 31- Aug 6, 2022 Energy’s influence over geostrategy The visit of Nancy Pelosi to Taiwan, against vehement opposition and threats by China, has resulted in a senseless and avoidable ratcheting up of global tensions, which will get...
INVESTMENT PERSPECTIVE By J Mulraj Jul 24-30, 2022 Geopolitics will affect markets Jerome Powell raised, yet again, the Fed fund rate by 0.75%. As the image above shows, he has to build a lot more muscle (higher interest rates) to have a chance...
INVESTMENT PERSPECTIVE By J Mulraj Jul 17-23, 2022 Structural changes long overdue, to stay in the global race A replay of the 1966 movie, ‘The Russians are coming’ may well be titled ‘The Recessions are Coming’, though partly due to the Russians. On...
 INVESTMENT PERSPECTIVE By J Mulraj Jul 10-16, 2022 Markets are signalling a US recession Confucius said ‘one should not pick fight with one’s bullet supplier’ (Disclosure: Confucius didn’t say it, I did, but adding his name attracts more attention J). Egged on by a...