MARKET PERSPECTIVE
By J Mulraj
Mar 7- 13, 2026
How Blocking a Narrow Strait of Hormuz Can Have a Wide Impact
The US, and its ally, Israel, attacked Iran, after negotiations to get it to give up its ambition to acquire nuclear weapons...
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
Jan 9-15, 2022
Drive looking through the windshield, not the rear view mirror!
India has a young and talented pool of people, and has been blessed with adequate natural resources. Indian born people are, today, heading companies like...
MARKET PERSPECTIVE
By J Mulraj
March 11-17, 2023
Jerome Powell’s dilemma to raise or not to raise, interest rates
In Greek mythology, Odysseus had to pass in narrow waters between two monsters named Scylla and Charybdis. The phrase, ‘between Scylla and Charybdis’ symbolizes the...
MARKET PERSPECTIVE
By J Mulraj
May 13-19, 2023
Are global leaders too myopic to see the future?
It seems as if world leaders, egged on by the deep state, prefer death and destruction to creative disruption. The first half of the image above,...
MARKET PERSPECTIVE
By J Mulraj
July 6-12, 2024
Is the global polity brain dead?
The collective West, led by Biden, had, according to Putin, prodded Russia to invade Ukraine, by encouraging Ukraine to seek membership of NATO. If allowed, NATO missiles could be...
MARKET PERSPECTIVE
By J Mulraj
Sep 6 - 12, 2025
And this will hurt global growth
Image created by Bing
In 1817 David Ricardo, a classical economist, first propounded the Theory of Competitive Advantage in International Trade. Later on, Porter (Michael, not Harry) propounded...
MARKET PERSPECTIVE
By J Mulraj
JUNE 22-28, 2024
By Joe Biden (Move Over, Dale)
Before 2021 USA had friends and allies like Saudi Arabia, Germany and other EU countries. It had energy security, because of fracking shale oil, which gave it geopolitical clout....
MARKET PERSPECTIVE
By J Mulraj
Sep 14-20, 2024
Powell cuts interest rates by 50 bips
Unlike Mark Antony’s description of Brutus’ stabbing of his friend Julius Caeser as being ‘the unkindest cut of all’, Fed Chair, Jerome Powell’s interest rate cut by 50...
MARKET PERSPECTIVE
By J Mulraj
MARCH 30-APRIL 5, 2024
And how it shapes policy
The concept of democracy, propounded by Cleisthenes in 508 BC in ancient Greece, is a wonderful one, giving, as it does, power to the people to elect who should...
