MARKET PERSPECTIVE
By J Mulraj
AUG 10-16, 2024
And world leaders are missing!
The world appears to be teetering at the edge of a cliff, with the Supreme leader of Iran threatening to attack Israel in response to Israel having killed the Hamas...
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...
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
Sep 28-Oct 4, 2024
A Too-Big-to-Crash Company is At Risk
The Boeing Company (Boeing), founded in 1916 by William Boeing, as an engineering firm building airplanes, is now the largest US exporter, is the world’s #4 defense contractor...
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
Oct 9-15, 2022
It’s far more than Sixteen Tons!
In 1955, Tennessee Ernie Ford wrote a song, ‘Sixteen Tons’, about the plight of nineteenth century American coal miners, underpaid, overworked, and forever in debt to the company store....
INVESTMENT PERSPECTIVE
By J Mulraj
May 22-28, 2022
Tough times ahead
In this Economist podcast Larry Summers, former US Treasury secretary says that every time inflation has been above 4% and unemployment below 4%, the US has gone into recession (see at 5:23). ...
MARKET PERSPECTIVE
By J Mulraj
Dec 14-20, 2024
Improved productivity is the only option left to reduce debt
The G7 countries, (USA, Japan, Germany, France, U.K., Canada and Italy) is a classification of the large Western countries by their GDP. All are democracies....
MARKET PERSPECTIVE
By J Mulraj
Mar 21 -27, 2021
Shareholder capitalism needs to be tweaked
The world, indeed, is enigmatic.
Technology is addressing all sorts of problems. Renewable energy is increasing its presence in the global energy mix, although we still need the more...
Some more ‘Kartavyas’ she should also have looked at
By: J Mulraj
Image created using Raphael
On February 1st, Finance Minister Nirmala Sitharaman presented the Union Budget, her ninth consecutive Budget, the highest for any Finance Minister. In earlier times, the Union...
