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...
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...
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...
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
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, ...
MARKET PERSPECTIVE
By J Mulraj
April 7-13, 2023
Identify, friend or foe?
The way Winston Churchill described the Soviet Union, after WW II, is the way many people consider China, now. A riddle, wrapped in a mystery, inside an enigma.
Consider geopolitics. On the...
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 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
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...
