MARKET PERSPECTIVE
By J Mulraj
Sep 16- 22, 2023
The UAW strike will, if not resolved, impact the US economy
For the first time ever, the UAW, known as the United Auto Workers, but actually the International Union, the United Auto, Aerospace, Agricultural...
MARKET PERSPECTIVE
By J Mulraj
October 28- Nov 4, 2023
US shale is the cheapest, and manufacturing can return
Watch this video by geopolitical analyst, Peter Zeihan. He says that the cost of producing a barrel of oil, through drilling shale in the...
MARKET PERSPECTIVE
By J Mulraj
Aug 19-25, 2023
Now we must strive to achieve an economic liftoff
India was overjoyed last week by two wonderful achievements. Space agency ISRO succeeded in landing Chandrayaan-3 on the south side of the moon, the first country...
MARKET PERSPECTIVE
By J Mulraj
May 16-22, 2026
Influence Shorter and Longer Term Vision
In the early 90’s both Japan and Germany were rising economically, posing a future challenge to American hegemony. They followed the system of stakeholder capitalism, under which the interests...
MARKET PERSPECTIVE
By J Mulraj
July 15-21, 2023
How can the world emerge from the chakravyuha of borrowing?
Large economies with high debt/gdp ratios include Japan, the highest (263%), USA (116%), India (89%), UK (85%), China (77%), and Germany (71%). Some figures may...
MARKET PERSPECTIVE
By J Mulraj
Jun 26- Jul 3, 2021
Yes, but after a lot of hard work
Is India on track to become a $ 5 trillion economy, and how good intact is the India story?
India hit a $ 3 trillion...
MARKET PERSPECTIVE
By J Mulraj
June 30- July 5, 2024
The Democrats made a bad bet. It’s backfiring
The first Presidential debate between Joe Biden, Democrat, and Donald Trump, Republican, revealed to a worldwide TV audience just how lost and incoherent the former...
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
Sep 23-29, 2023
Politically motivated conflict and destruction, or technologically enabled nirvana?
The world is at a fork in the road. One road, adopted by jingoistic politicians, leads to war, death and destruction, of the sort depicted in...
INVESTMENT PERSPECTIVE
By J Mulraj
Sep 10 - 16 2022
Will Europe stay united?
In his epic novel, A Tale of Two Cities, Charles Dickens wrote “it was the best of times, it was the worst of times, it was the age of...
