MARKET PERSPECTIVE
By J Mulraj
Jan 3- 9, 2026
Geopolitics, Environment, Taiwan and other land mines
Image created using Raphael.app
Seventeenth century French philosopher Rene Descartes, propounded the dictum ‘I think, therefore I am’, to assert that the very act of human thought serves...
MARKET PERSPECTIVE
By J Mulraj
Feb 21-27, 2021
A Tale of Two Scenarios
Bitcoin reminds one of Charles’ Dickens ‘A Tale of Two Cities’ which was ‘the best of times, the worst of times; the spring of hope, the winter of despair; we...
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....
MARKET PERSPECTIVE
By J Mulraj
JULY 27- AUGUST 2, 2024
The next 4 months will be dangerous
Having pulled out of the Presidential race, being self-admittedly unfit for it, Joe Biden may well become a lame duck President, unlikely to take any significantly...
MARKET PERSPECTIVE
By J Mulraj
Feb 15-21, 2025
Shaping the Narrative is an Art
Image created by Bing
In one of their hilarious skits, Costello asks Abbott ‘what makes a balloon go up?’ and when Abbott replies ‘hot air’, Costello asks ‘then what’s keeping...
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
Oct 11-17, 2025
251st Blog for AsiaConverge
It’s a hard rain that’s gonna fall!
Image created by Bing
The good news of last week was some the release of 20 hostages in the Israel-Palestinian conflict, and of several Palestinians captured by Israel,...
MARKET PERSPECTIVE
By J Mulraj
May 29- Jun 6, 2025
Utterly Irresponsible Western Leadership Risks Armageddon
Image created by Bing
The collective West, by ignoring Putin’s oft-repeated warning about a NATO membership grant to Ukraine (contravening a promise given to former Russian President Gorbachev...
MARKET PERSPECTIVE
By: J Mulraj
Feb 8-14, 2014
And it has begun!
Image created by Bing
The ongoing trade war, between USA and China, is reminiscent of the scene in one of the Rocky movies, in which both boxers knock each other out. That’s...
MARKET PERSPECTIVE
By J Mulraj
Mar 7- 13, 2024
How Biden’s myopic geopolitical strategy has strengthened China
Before the Ukraine war, Europe (especially Germany) was the main consumer of Russian oil and gas. European industry benefitted from cheap Russian energy delivered via two...
