MARKET PERSPECTIVE
By J Mulraj
NOV 15-22, 2025
Short term pain but long term gain
Image created using Freepik.com
William Shakespeare said this about men “The Evil That Men Do Lives on After Them, The Good is oft Interred With Their Bones”. This is...
MARKET PERSPECTIVE by Jawahir Mulraj
Is the Production Linked Incentive Scheme enough?
By J Mulraj -- Nov 8-14, 2020
The Government gave a push to the manufacturing sector by announcing a Production Linked Incentive (PLI) scheme, giving a monetary incentive in ten...
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...
MARKET PERSPECTIVE
By J Mulraj
Jan 2-8, 2022
In 2001 Irish author and philosopher Charles Handy wrote a book, The Elephant and the Flea, in which he described the coming transition for people working in large corporations (elephants) to working in smaller...
MARKET PERSPECTIVE
By J Mulraj
Jan 4-10, 2025
Will Atlas shrug?
‘Atlas Shrugged’ is a fictional tome, authored by Ayn Rand, describing a country being led to destruction because of woke policies, ones that discourage enterprise and reward sloth. In Greek mythology, Atlas...
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
Jul 18- 24, 2026
The Stick More Than the Carrot
Image generated by ChatGPT
Diplomatic negotiations do not work in the US-Iran conflict. Simply because Iran has two layers of power structures; an elected Government, the more amenable of...
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
From J Mulraj
Sep 27- Oct 3, 2025
Trump’s disastrous tariff wars and the consequent decline of America
Image created by Bing
Thomas Friedman pointed out in his book, ‘The World is Flat’, how a globalised world, enabled by advances in communication...
Some more ‘Kartavyas’ she should also have looked at
By: J Mulraj
Image created using Raphael
On February 1st, Finance Minister Nirmala Sitharaman presented the Union Budget, her ninth consecutive Budget, the highest for any Finance Minister. In earlier times, the Union...
