MARKET PERSPECTIVE
By J Mulraj
Jan 27- Feb 2, 2024
Problems in the world’s #2 economy can affect global growth
At $ 17.5 trillion, China’s 2023 GDP is second only to USA’s, which is, on an annualized basis, $ 26.5 trillion. With 28.4%...
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
OCT 21-27, 2023
An endangered world -why does no one talk of peace?
Marvin Gay’s ‘What’s Going On’, is a song to promote peace on Earth. The lyric goes:
Mother, mother,
There’s too many of you crying,
Brother, brother, brother,...
MARKET PERSPECTIVE
By J Mulraj
May 11-17, 2024
Can inflation reduce if politicians don’t stop printing money?
“I’m telling you, Jerome, the unrestrained printing of money doesn’t drive up inflation”
Inflation in April, in UK was, at 3.2%, lower that US inflation, at 3.4%....
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 7-13, 2022
Geopolitics or Financial insanity, what will bring about another crash?
A black swan event is an unpredictable event which results in dire consequences (like the start of WW1 with the assassination of an Archduke or...
MARKET PERSPECTIVE
By J Mulraj
Nov 24 - Dec 1, 2023
And it’s impact on trade, inflation and growth
There appears to be a shift to the right in several countries, probably a whiplash to immigrant related acts of random violence. In this...
INVESTMENT PERSPECTIVE
By Jawahir Mulraj
Feb 6-12, 2022
US Fed rate hikes; how many can the market sustain?
In the fairy tale ‘Seven in one blow’ a tailor killed seven flies, who interrupted his breakfast, in one blow, and proudly proclaimed his feat...
MARKET PERSPECTIVE
By J Mulraj
MARCH 23-29, 2024
The self destructive policies of the global polity is perplexing
It’s extremely perplexing how the global polity is governing in a way to destroy their own countries, emulating Emperor Nero who, it is said, fiddled...
Some more ‘Kartavyas’ she should also have looked at
By: J Mulraj
Image created using Raphael
On February 1st, Finance Minister Nirmala Sitharaman presented the Union Budget, her ninth consecutive Budget, the highest for any Finance Minister. In earlier times, the Union...
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 5-11, 2022
Far too many problems ahead of us
The world is beset by far too many problems, the short term future is cloudy.
The ongoing war between Russia and Ukraine, and the possibility of China being emboldened...
