INVESTMENT PERSPECTIVE
By J Mulraj
Apr 10-16, 2022
We need fossil fuels now, the environment can wait, says Europe
The Ukraine war has revealed a lot of chinks. India’s foreign minister, Jaishankar, rightly pointed out to a journalist asking why India was buying...
INVESTMENT PERSPECTIVE
By J Mulraj
Feb 11- 18, 2023
Are Capital Markets, Trade and Investment Flows, Oil Markets Truly Free?
Do we really have free markets? Janis Joplin summed it up rather well in the song ‘Me and Bobby McGee’, saying ‘freedom is...
MARKET PERSPECTIVE
By J Mulraj
June 3-9, 2023
How long can this bull run last?
The bull has run uphill from a Sensex low of 25600, in Feb 2020, (after a sharp post Covid fall) to a little over 63000. That’s nearly 30%...
MARKET PERSPECTIVE
By J Mulraj
Jan 20-26, 2024
Technology and strategic thinking can create a bright future
With several ongoing wars and conflicts, (Russia-Ukraine, Israel-Hamas, Commercial Shipping-Houthis, Iran-Pakistan) and other potential ones (China-Taiwan, Venezuela-Guyana), the picture looks bleak. Not only do wars beggar...
MARKET PERSPECTIVE
By J Mulraj
JUNE 15-21, 2024
Long term growth being ignored in pursuit of short term profits
In the late 80s Japan and Germany were economies growing fast enough to threaten the dominance of USA. Both of them used ‘stakeholder capitalism’...
MARKET PERSPECTIVE
By J Mulraj
Nov 29- Dec 5, 2025
Because of unwinding of the yen carry trade
Image created using Bing
Kazuo Ueda, Governor of the Bank of Japan, introduced a stimulus package, and has clearly hinted at an interest rate hike, currently...
MARKET PERSPECTIVE
By J Mulraj -- @jawahirmulraj
Oct 4-10, 2020
SEBI must genuinely protect investors
The preamble to the SEBI Act that created stock market regulator, SEBI, states its aim is “to protect the interests of investors in securities and to promote the...
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
Apr 25- May 2, 2026
When will the polity stop jingoism?
Image created using raphael.ai
As the 34th President of USA, Dwight Eisenhower said “War is mankind’s most tragic and stupid folly; to seek or advice its deliberate provocation...
MARKET PERSPECTIVE
By J Mulraj
May 13-19, 2023
Are global leaders too myopic to see the future?
It seems as if world leaders, egged on by the deep state, prefer death and destruction to creative disruption. The first half of the image above,...
