MARKET PERSPECTIVE
By J Mulraj
Sep 12-18, 2021
China and ZIRP remain the biggest risks
Global Stockmarkets have become even more vulnerable last week, as the collapse of China’s largest real estate group, Evergrande, with $ 305 b. in debt, is heading towards...
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
Aug 8-14, 2021
Mistakes policy makers have made
And oh! what a tangled web we weave when first we practice to deceive!
There are several examples of policy mistakes made, which land the country in a ditch, and subsequent...
MARKET PERSPECTIVE
By J Mulraj
July 15-21, 2023
How can the world emerge from the chakravyuha of borrowing?
Large economies with high debt/gdp ratios include Japan, the highest (263%), USA (116%), India (89%), UK (85%), China (77%), and Germany (71%). Some figures may...
INVESTMENT PERSPECTIVE
By J Mulraj
Mar 6-12, 2022
The nightmarish consequences of an avoidable war
It really is a mad, mad, mad, mad world!
How did we end up here?
According to author of ‘The World is Flat’, Thomas Friedman, globalisation 3.0 started in 1990. Based...
MARKET PERSPECTIVE
By J Mulraj
Nov 16-22, 2024
The Insanity of Politicians Can Lead To It
There is, it seems, no height for insanity. Joe Biden’s decision, last week, to allow Ukraine to use its long range missile, ATACMS, to strike nside Russia...
INVESTMENT PERSPECTIVE
By J Mulraj
Nov 13-19, 2022
The coming recession
The announcement, last week, of lower CPI inflation in USA cheered the market, on hopes that the Federal Reserve would lift its foot off the pedal, and raise interest by less than...
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 21-27, 2022
Fiddling while the world burns
Looking to the climate changes happening all over the world, it is hard to believe that these world leaders took pledges to address them, just ten months ago, at the...
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...
INVESTMENT PERSPECTIVE
By J Mulraj
Feb 27- Mar 5, 2022
Will climate change be the victim of geopolitics?
As per this video by Peter Zeihan, an American geopolitical analyst and author, Putin’s invasion of Ukraine was based on a sense of insecurity, and...
