Friday, April 26, 2024

INVESTMENT PERSPECTIVE By J Mulraj Feb 4-10, 2023   Lessons to be learnt from the brouhaha Since the publication of a report by US short seller, Hindenberg, there’s been a brouhaha (no laughing matter) over Adani company share prices These stocks have collapsed, causing...
INVESTMENT PERSPECTIVE By J Mulraj Oct 9-15, 2022 It’s far more than Sixteen Tons! In 1955, Tennessee Ernie Ford wrote a song, ‘Sixteen Tons’, about the plight of nineteenth century American coal miners, underpaid, overworked, and forever in debt to the company store....
 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...
MARKET PERSPECTIVE By J Mulraj Jan 2-8, 2022 In 2001 Irish author and philosopher Charles Handy wrote a book, The Elephant and the Flea, in which he described the coming transition for people working in large corporations (elephants) to working in smaller...
MARKET PERSPECTIVE By J Mulraj Jun 13 -19, 2021 Look forward to the benefits, but keep an eye on the dangers ­­Source: https://livingfullywellness.files.wordpress.com/2015/10/slide1.jpg We are at a cusp! The world is dealing with far too many issues simultaneously. One is the Covid pandemic, ...
INVESTMENT  PERSPECTIVE By J Mulraj Feb 18-24, 2023 The World is Dangerously Poised The US has hit the national debt ceiling imposed by its Congress, and needs its permission to raise it. A failure to raise the debt ceiling will result in a...
MARKET PERSPECTIVE By J Mulraj Dec 5-12, 2021 Impact on policy making, economy and markets ­­The world is alarmed at the speed at which the Omicron variant of the coronavirus is spreading. New cases are doubling every 3-4 days! At this rate Dr....
INVESTMENT PERSPECTIVE By: J Mulraj Dec 4 -10, 2021 The US-Russia geopolitical chess game over Ukraine Even before it became the sole superpower following the collapse of Russia, America had a habit of interfering in the business of other countries. After WW 2...
MARKET PERSPECTIVE by Jawahir Mulraj Is the Production Linked Incentive Scheme enough? By J Mulraj --  Nov 8-14, 2020 The Government gave a push to the manufacturing sector by announcing a  Production Linked Incentive (PLI) scheme, giving a monetary incentive in ten...
INVESTMENT PERSPECTIVE By J Mulraj Mar 6-12,  2022 The nightmarish consequences of an avoidable war It really is a mad, mad, mad, mad world! How did we end up here? According to author of ‘The World is Flat’, Thomas Friedman, globalisation 3.0 started in 1990. Based...