INVESTMENT PERSPECTIVE
By J Mulraj
Dec 11-17, 2022
Too many factors make it difficult
There are too many factors working towards pushing the world into a recession. Some countries may already be in one. The creation of excess money supply to help during...
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). ...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 24-30, 2022
Geopolitics will affect markets
Jerome Powell raised, yet again, the Fed fund rate by 0.75%. As the image above shows, he has to build a lot more muscle (higher interest rates) to have a chance...
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
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...
INVESTMENT PERSPECTIVE
By J Mulraj
Oct 30 - Nov 5, 2022
Biden’s alliances are breaking
One of the advantages that Joe Biden professed having over Trump, in the run up to the last elections, was his ability to create, and maintain, global alliances....
MARKET PERSPECTIVE
By J Mulraj
Oct 18-24, 2025
Nations in turmoil
Image created by Bing
Despite physical and trade wars, over the past year, prices of everything have gone up, be it equity markets, gold and silver (spectacularly), crypto (Bitcoin has doubled). The bears...
MARKET PERSPECTIVE
By Jawahir Mulraj
But we decide which is right…
By J Mulraj -- Dec 13-19, 2020
Source: NASA/ Aubrey Gemignani
In their album, Days of Future Passed, the Moody Blues sang a seminal number, ‘Nights in White Satin’. In it, they refer...
MARKET PERSPECTIVE
By J Mulraj
Feb 24- Mar 1, 2024
How states destroy themselves
Last week a judge in New York fined Donald Trump $454 m. (Including penalty and interest) for over valuing his property in order to get favorable terms for a...
MARKET PERSPECTIVE
By J Mulraj
AUG 31-SEP 6, 2024
Good governance needed to chart the future course
In his classic, ‘A Tale of Two Cities’, Charles Dickens describes the divergent paths of Paris (in the period 1775-1792, before the French Revolution), and of...
