INVESTMENT PERSPECTIVE
By J Mulraj
Nov 27- Dec 3, 2022
De-globalisation and de-dollarisation are worrying trends
A dip into history is necessary to understand the context.
America had, post the two world wars, taken over the mantle of global leadership from a war ravaged...
INVESTMENT PERSPECTIVE
By J Mulraj
Jan 23-29, 2023
The US Debt Ceiling and the Growing Threat of De-dollarisation
Last week US Treasury Secretary, Janet Yellen, bumped her head against the Congressionally approved debt ceiling. Congress would need to raise it, for USA to...
INVESTMENT PERSPECTIVE
By J Mulraj
Jan 8-14, 2023
Yes, if the myopic polity gets off its high horse!
The latest of several exciting technological innovations is ChatGPT. A chatbot, launched by OpenAI in November 2022, it performs as a code editor, an idea...
MARKET PERSPECTIVE
By J Mulraj
April 11-17, 2021
We need both good governance and good discipline by citizens
Democracy comes with a price, but, for the sake of preserving individual liberties, it is a price worth paying.
When the Berlin wall came crashing down,...
MARKET PERSPECTIVE by Jawahir Mulraj
Is the Production Linked Incentive Scheme enough?
By J Mulraj -- Nov 8-14, 2020
The Government gave a push to the manufacturing sector by announcing a Production Linked Incentive (PLI) scheme, giving a monetary incentive in ten...
MARKET PERSPECTIVE
By J Mulraj
Sep 2-9, 2021
Consequences of decisions taken for self interest, not country’s interest
Last week we got news that Vijay Mallya, whom the Government was trying to get extradited to India, would not be brought back, because, although...
MARKET PERSPECTIVE
By J Mulraj
March 18-24, 2023
The mess created by Joe Biden in US foreign policy
After the end of WW II, USA, whose finances were intact, initiated two plans, GARIOA (Government Aid and Relied in Occupied Areas and The Economic...
MARKET PERSPECTIVE -- by J Mulraj
Regulators need to do more.
By J Mulraj -- Nov 1-7, 2020
India’s ranking in the Ease of Doing Business has been rising, and now stands at # 63 out of 190 countries. The laggards are...
MARKET PERSPECTIVE
By J Mulraj
Nov 28- Dec 4, 2021
The many challenges of policymakers
The world of the future, driven by new technologies, will be unrecognisably different, holding many promises.
Imagine that, once you incur the capital cost of installing a solar roof,...
MARKET PERSPECTIVE
By J Mulraj
April 18-24, 2021
Bureaucrats should have an open mind to new ideas, and Government should encourage it
This Government has developed out of the box ideas to solve problems, the most recent one being the PLI (Production Linked...