MARKET PERSPECTIVE
By J Mulraj
May 23-29, 2021
Two scenarios being played out
Source: https://www.business-opportunities.biz/2019/07/02/bull-and-bear-markets/
Stock markets are having a tremendous bull run. Despite the Covid pandemic which has ravaged economies by virtue of lock downs, they are at all time highs thanks mainly...
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%....
MARKET PERSPECTIVE
By J Mulraj
July 22-28, 2023
If Modi is serious about making India a developed economy, he has to tackle this!
The number of retail investors in NSE, India’s largest stock exchange, went up from 3 million, in Jan 2020, to...
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...
MARKET PERSPECTIVE
By J Mulraj
May 4-10, 2024
…Can spell disaster
Investors today need to analyze an Irish stew of different factors affecting it. The world is grappling with various trends, like climate change, technological disruptions, de-dollarisation, and increasingly hostile trade and economic...
MARKET PERSPECTIVE
By J Mulraj
OCT 25-NOV 1, 2024
The Politician or the Scientist?
Open any newspaper. The first page has distressing news - wars, deaths, destruction, bombings, all created by politicians spreading vituperative hatred. Reading it saddens the heart and generates pessimism...
MARKET PERSPECTIVE
By J Mulraj
JULY 20-26, 2024
A Tinkerer’s Budget by Nirmala Sitharaman
There are 74 million individuals who file income tax returns in India, of which 51 million had no tax liability. So a mere 22.4 million individuals (1.6% of India’s...
MARKET PERSPECTIVE
By J Mulraj
Jan 24- 30, 2021
Electoral funding and impact on policy
In an interesting article, titled The Great Grift, Scott Galloway, an NYU Stern School Professor, points out that around 400 families provide half the funding for presidential elections,...
MARKET PERSPECTIVE
By J Mulraj
April 27- May 3, 2024
India’s economic performance is standing out
Avid British climber, George Mallory, when asked why he was trying, for the third time, to climb Mr. Everest, said ‘because it’s there’.
In much the same vein,...
MARKET PERSPECTIVE
By J Mulraj
Feb 28 – Mar 6, 2021
Not argumentative, be an augmentative Indian!
Democracy is wonderful, if the polity is sensible and not, alas as it is, needlessly argumentative. Our polity kept India’s economy chained until a crisis in...
