MARKET PERSPECTIVE'
By J mulraj
Jan 6-12, 2024
In an autonomous driven investment world
The image is that of a woman staring at a bottle on a shelf, whose label said ‘Concentrate’! Concentration of institutional holding in a handful of stocks is one...
MARKET PERSPECTIVE
China in an intertwined world
By J Mulraj -- Nov 21-28, 2020
China embarked on economic reforms 10 years ahead of India, under Deng Xioping, who famously said ‘I don’t care if the cat is white or black, so long...
MARKET PERSPECTIVE
By J Mulraj
June 3-9, 2023
How long can this bull run last?
The bull has run uphill from a Sensex low of 25600, in Feb 2020, (after a sharp post Covid fall) to a little over 63000. That’s nearly 30%...
MARKET PERSPECTIVE
By J Mulraj
Feb 28- Mar 5, 2025
The mistakes made by Zelensky
Image created by open art.ai
The title of the column is a line from the song ‘Me and Bobby McGee’ sung by singer songwriter Janis Joplin. Perhaps Ukrainian President...
MARKET PERSPECTIVE
By J Mulraj
Jan 20-26, 2024
Technology and strategic thinking can create a bright future
With several ongoing wars and conflicts, (Russia-Ukraine, Israel-Hamas, Commercial Shipping-Houthis, Iran-Pakistan) and other potential ones (China-Taiwan, Venezuela-Guyana), the picture looks bleak. Not only do wars beggar...
MARKET PERSPECTIVE
By J Mulraj
Mar 28 – April 4, 2021
What goes around, comes around
US Treasury Secretary, Janet Yellen, is discovering that karma is a bitch!
In the period, 2014-18, as Chairperson of the US Federal Reserve (equivalent to RBI Governor), she...
MARKET PERSPECTIVE
By J Mulraj
Aug 15-21, 2021
Investors should watch out for these risk factors
Several storm clouds have recently appeared to darken the investment horizon, which investors should keep an eye out for. These include Geopolotical storm clouds, Environmental storm clouds...
MARKET PERSPECTIVE
By J Mulraj
Mar 29- Apr 4, 2025
Globalization and Multilateralism fading away
Image created by Canva
A record album called ‘The First Family’, released in 1962, portrayed the Kennedy Family in a series of humorous skits. One of them had Baby...
INVESTMENT PERSPECTIVE
By J Mulraj
May 8-14, 2022
Biden shoots himself in the foot
A concatenation of events have led up to the current crisis in Ukraine.
Donald Trump never believed he would lose the 2020 Presidential election to Joe Biden evidenced by the...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 17-23, 2022
Structural changes long overdue, to stay in the global race
A replay of the 1966 movie, ‘The Russians are coming’ may well be titled ‘The Recessions are Coming’, though partly due to the Russians. On...
