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...
INVESTMENT PERSPECTIVE
By J Mulraj
Jan 1-7, 2023
Conflicts, Distrust, De-globalisation, Inflation, far too many canaries
The Ukrainian Canaries: What a tragedy of errors the collective West has made, by not giving heed to Russian concerns over NATO expansion, but, instead, engaging in...
MARKET PERSPECTIVE
By J Mulraj
Jul 4-10 2026
Even against the Gods!
Image created by ChtGPT
Money, given as donations to the Ayodhya Ram Temple, by millions of faithful devotees, was embezzled by a group of dastardly insiders, a heinous crime that deserves a...
MARKET PERSPECTIVE
By J Mulraj
Dec21-27, 2024
Geopolitical factors influence investor options
Governments in several countries have either toppled or are in turmoil. In Germany, the strongest economy in the EU, Chancellor Olaf Scholz lost a no confidence vote, leading to early elections....
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
Oct 17-25, 2024
India needs to make some resets
Foreign Institutional Investors (FIIs) were net sellers of Rs 1 lac crores of Indian equity last week. Betting, correctly, that Chinese authorities would introduce financial packages to help their...
MARKET PERSPECTIVE
By J Mulraj
Jan 17 -23, 2021
A Promising Yet Complicated Future
Bob Dylan captured it in his song ‘The Times They are a Changing’. He sang:
Come Senators, Congress, heed the call
Don’t stand in the doorway, don’t block up the hall,
For...
MARKET PERSPECTIVE
By J Mulraj
Jun 26- Jul 3, 2021
Yes, but after a lot of hard work
Is India on track to become a $ 5 trillion economy, and how good intact is the India story?
India hit a $ 3 trillion...
MARKET PERSPECTIVE
By J Mulraj
NOV 5-11, 2023
How will emerging technologies help?
The price of money, namely, the interest rate is, arguably, the most important factor in any financial decision. It determines the viability of an investment decision, or the wisdom of...
MARKET PERSPECTIVE
By J Mulraj
April 7-13, 2023
Identify, friend or foe?
The way Winston Churchill described the Soviet Union, after WW II, is the way many people consider China, now. A riddle, wrapped in a mystery, inside an enigma.
Consider geopolitics. On the...
