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...
MARKET PERSPECTIVE
By J Mulraj
Dec 7-13, 2024
It can solve societal problems or can create more
Speaking at an NDTV World Summit, Sunil Mittal, Chairman of Bharti Enterprises, told the audience about how he was nearly defrauded by a scammer who used...
MARKET PERSPECTIVE
By J Mulraj
Jul 25-31, 2021
It is the best of times, it is the worst of time….
Charles’ Dickens summation, in a Tale of Two Cities, describes the state of the world beautifully:
‘it was the best of times, it was...
INVESTMENT PERSPECTIVE
By J Mulraj
Nov 7-13 2021
Bureaucrats and politicians aren’t receptive to ideas
Pollution in India’s capital, New Delhi, is terrible, with AQI, Air Quality Index 2.5 readings hitting hazardous levels in several parts of Delhi. Whilst the media, and bureaucracy,...
INVESTMENT PERSPECTIVE
By J Mulraj
Nov 20 - 26, 2022
Economic losses from wars, corporate frauds, and bad lending
Countries create the systems, and the infrastructure for citizens to earn a living, cumulatively termed GDP, or gross domestic product. Alas, this cauldron, containing...
MARKET PERSPECTIVE
By J Mulraj
AUG 3-9, 2024
And spooks global markets
Japan’s Government debt is, as per IMF the highest in the world, at 214%. So, for decades, it had a zero interest rate policy; most of its debt was domestically raised....
MARKET PERSPECTIVE
China in an intertwined world
By J Mulraj -- Nov 21-28, 2020
China embarked on economic reforms 10 years ahead of India, under Deng Xioping, who famously said ‘I don’t care if the cat is white or black, so long...
MARKET PERSPECTIVE
By J Mulraj
Jan 17 -23, 2021
A Promising Yet Complicated Future
Bob Dylan captured it in his song ‘The Times They are a Changing’. He sang:
Come Senators, Congress, heed the call
Don’t stand in the doorway, don’t block up the hall,
For...
INVESTMENT PERSPECTIVE
By J Mulraj
Oct 17-23, 2021
The transition from fossil fuel to renewables isn’t an easy one
In the race for global supremacy, we are seeing an enfeebled America, symbolised by the Eagle, with weak leadership, and too over-leveraged to make...
MARKET PERSPECTIVE
By J Mulraj
Dec 19-25, 2021
The imperatives for USA and China to work together
China is an enigma. It has had remarkable economic achievements (lifted millions of its citizens out of poverty). It now has 5 times India’s per capita...
