Tuesday, July 1, 2025

MARKET PERSPECTIVE By Jawahir Mulraj But we decide which is right… By J Mulraj -- Dec 13-19, 2020 Source: NASA/ Aubrey Gemignani In their album, Days of Future Passed, the Moody Blues sang a seminal number, ‘Nights in White Satin’. In it, they refer...

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 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...
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...
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...