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
April 5-11, 2025
There will be consequences for the tariff war launched by him
Image created by Bing.
Donald Trump has launched a destructive trade war using what he calls ‘reciprocal’ tariffs. The tariff rates are, it is believed,...
MARKET PERSPECTIVE
Are Central Banks going easy on inflation targetting?
By J Mulraj -- Dec 6-12, 2020
(Image Source: North Coast Voices blog)
The cover story of the Economist asks if inflation will return. Starting with the global financial crisis in 2008, right...
MARKET PERSPECTIVE
By J Mulraj
Nov 28- Dec 4, 2021
The many challenges of policymakers
The world of the future, driven by new technologies, will be unrecognisably different, holding many promises.
Imagine that, once you incur the capital cost of installing a solar roof,...
INVESTMENT PERSPECTIVE
By J Mulraj
Mar 20-26, 2022
WYDSIWYG - What you don’t see is what you get!
By: J Mulraj
We ought to draw up a balance sheet for the Ukraine war.
Before the Russian invasion, Putin was seeking a discussion with Biden and...
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
Dec 18-24, 2022
A Credit Event Will Trigger A Crisis
The ancient Egyptians were wiser than today’s Central Bankers. They built pyramids with broader bases and narrower tops. This is, of course, a stable structure. Today’s Central Bankers...
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 18-25, 2022
The consequences of policy decisions take a long time to manifest
As the Benjamin Franklin poem above indicates, the consequences of an act take a long time, and a series of mis-steps, to manifest themselves....
MARKET PERSPECTIVE
By J Mulraj
May 25- June 1, 2024
Destroying valuations of great companies
There are examples aplenty of great companies, which took years to build, being destroyed in a few weeks by poor management decisions, and excesses of shareholder capitalism.
One of...
INVESTMENT PERSPECTIVE
By J Mulraj
Sep 24-30, 2022
India’s economy can sprint like a cheetah, but a lot of work still needs to be done
India has become the 5th largest economy in the world and is predicted to become, by 2030, the...
