MARKET PERSPECTIVE
China taps global capital more efficiently
By J Mulraj -- Oct 25 - 31, 2020
It is paradoxical.
At a time when Covid has wrought economic havoc and has companies and banks running around to raise funds, there is a huge...
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...
INVESTMENT PERSPECTIVE
By J Mulraj
Jan 30 - Feb 3, 2023
Until the Adani Stocks Tanked!
The Union Budget presented last week was, as budgets should be, devoid of surprises. Budgets are the announcements of the fiscal paths taken by Governments, based on...
MARKET PERSPECTIVE
By J Mulraj
May 26- June 2, 2023
Unless individual investors are protected, the India story will dilute
India ranks 63/190 countries in World Bank’s Ease of Doing Business ranking, overall. The ranking is based on various criteria. India scores best...
INVESTMENT PERSPECTIVE
By J Mulraj
Oct 16-22, 2022
It’s not just a numbers game
At the 76th Independence Day celebration, PM Narendra Modi, speaking from the ramparts of the Red Fort, announced his ambition to make India into a developed country, by 2047,...
MARKET PERSPECTIVE
By J Mulraj
Dec 23-29, 2023
All I wanna say is that they don’t really care about us
CEBR, a leading British consultancy, forecasts that India will become the world’s #3 economy by 2032, and the largest, by 2100. That’s great...
MARKET PERSPECTIVE
Feb 7 -13, 2021
By J Mulraj
A stone-age attitude towards private crypto currencies
We are in the 4th Industrial Revolution, one which will see huge changes in almost everything. This includes money.
Up until 1944 the British Pound was the global...
INVESTMENT PERSPECTIVE
By J Mulraj
May 29-Jun 4, 2022
Which India do we want for our children?
India, today, is reminiscent of the famous quote of Charles Dickens, in A Tale of Two Cities
“It was the best of times, it was the worst...
MARKET PERSPECTIVE
By J Mulraj
April 27- May 3, 2024
India’s economic performance is standing out
Avid British climber, George Mallory, when asked why he was trying, for the third time, to climb Mr. Everest, said ‘because it’s there’.
In much the same vein,...
MARKET PERSPECTIVE
By J Mulraj
May 10-16, 2025
India has demonstrated preparedness for a futuristic war
Image created using Bing
Tensions de-escalated on several fronts last week. US and China tapered off a Wild West type of tariff war. For 90 days, US exports...
