Sunday, December 14, 2025
MARKET PERSPECTIVE By J Mulraj Sep 6 - 12, 2025 And this will hurt global growth Image created by Bing In 1817 David Ricardo, a classical economist, first propounded the Theory of Competitive Advantage in International Trade. Later on, Porter (Michael, not Harry) propounded...
MARKET PERSPECTIVE By J Mulraj Sep 9-15, 2023 In the spirit of Vasudhaiva Kutumbakam At the recently concluded G20 summit, hosted by Bharat, the theme was Vasudhaiva Kutumbakam, an old Sanskrit phrase saying that the world is one family. Countries need to lock...
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...
 INVESTMENT PERSPECTIVE By J Mulraj Jul 10-16, 2022 Markets are signalling a US recession Confucius said ‘one should not pick fight with one’s bullet supplier’ (Disclosure: Confucius didn’t say it, I did, but adding his name attracts more attention J). Egged on by a...
INVESTMENT PERSPECTIVE By J Mulraj Mar 20-26, 2022 The many house of cards Technology paints a picture of a glorious future! One where: Nuclear fusion will provide, at some time, an unlimited source of clean energy to power the world, thereby negating the...
MARKET PERSPECTIVE By J Mulraj JULY 13-19, 2024 American politics takes a dangerous turn At an election campaign rally in Butler, Pennsylvania, a dastardly assassination attempt was made by a shooter on presidential nominee, Donald Trump. Thankfully, Butler didn’t do it. Trump survived,...
MARKET PERSPECTIVE By J Mulraj Jan 13-19, 2024 And the consequences it’s now facing By: J Mulraj Globally, debt markets are bigger than equity markets, proving the ability for Governments, corporates and municipalities to raise huge sums of money by issuing bonds. Unconstrained by...
MARKET PERSPECTIVE By J Mulraj Apr 20-26, 2024 IMF warns America to cut spending At its spring meeting in April, the IMF warned USA, and China, about their excessive levels of debt, advising both to lower their borrowings, for fear of profound impact...
INVESTMENT PERSPECTIVE By J Mulraj May 15-21, 2022   Technology provides solutions to energy and food but after we pass the hump of conflicts Technology is providing the solutions to the problems created by the politicians! The invasion of Ukraine by Russia was, largely, an...
MARKET PERSPECTIVE By J Mulraj Sep 30- Oct 6, 2023 Yes, but it will take many years, a disciplined work ethic, and a crackdown on corruption The Chinese dragon has a huge lead over the Indian elephant. Today, China’s GDP is 5.3 times...