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...
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
Apr 26-May 2, 2025
Should financial fraudsters be treated as harshly as terrorists?
Image created by Openart.ai
The appalling state of investor protection in India is exemplified by this report in April 25, Times of India. Out of the...
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...
MARKET PERSPECTIVE
By J Mulraj
Oct 4- 10, 2025
Trump’s aggression is breaking trust in America
Image created by Freepik
In 476 CE, or Common Era, (a secularised AD), Emperor Niro was depicted as having played the fiddle, more likely the lyre, as Rome...
Will the AI bubble pop?
By: J Mulraj
Image created by Canva
There are several signs that the raging bull may be tired and seek a rest.
One of the triggers for the 2008 Global Financial Crisis (GFC) was derivative exposure in the...
MARKET PERSPECTIVE
By J Mulraj
JULY 20-26, 2024
A Tinkerer’s Budget by Nirmala Sitharaman
There are 74 million individuals who file income tax returns in India, of which 51 million had no tax liability. So a mere 22.4 million individuals (1.6% of India’s...
MARKET PERSPECTIVE
By J Mulraj
Sep 14-20, 2024
Powell cuts interest rates by 50 bips
Unlike Mark Antony’s description of Brutus’ stabbing of his friend Julius Caeser as being ‘the unkindest cut of all’, Fed Chair, Jerome Powell’s interest rate cut by 50...
MARKET PERSPECTIVE
By J Mulraj
Jul 17-24, 2021
Do we have the proper corporate and public governance systems in place?
As Bob Dylan sang in 1961, The Times They Are A Changing. The new, 4th Industrial Revolution Technologies will change the world...
MARKET PERSPECTIVE
By J Mulraj
Nov 9-15, 2024
India doesn’t protect minority investors
In the 2020 Ease of Doing Business Report (EODB) India ranked 63rd out of 190 countries. There are 10 criteria to determine EODB, one of which is Protection of Minority...
