MARKET PERSPECTIVE
By J Mulraj
Sep 6 - 12, 2025
And this will hurt global growth
Image created by Bing
In 1817 David Ricardo, a classical economist, first propounded the Theory of Competitive Advantage in International Trade. Later on, Porter (Michael, not Harry) propounded...
MARKET PERSPECTIVE
By J Mulraj
Sep 9-15, 2023
In the spirit of Vasudhaiva Kutumbakam
At the recently concluded G20 summit, hosted by Bharat, the theme was Vasudhaiva Kutumbakam, an old Sanskrit phrase saying that the world is one family. Countries need to lock...
MARKET PERSPECTIVE
By J Mulraj
Oct 17-25, 2024
India needs to make some resets
Foreign Institutional Investors (FIIs) were net sellers of Rs 1 lac crores of Indian equity last week. Betting, correctly, that Chinese authorities would introduce financial packages to help their...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 10-16, 2022
Markets are signalling a US recession
Confucius said ‘one should not pick fight with one’s bullet supplier’ (Disclosure: Confucius didn’t say it, I did, but adding his name attracts more attention J).
Egged on by a...
INVESTMENT PERSPECTIVE
By J Mulraj
Mar 20-26, 2022
The many house of cards
Technology paints a picture of a glorious future! One where:
Nuclear fusion will provide, at some time, an unlimited source of clean energy to power the world, thereby negating the...
MARKET PERSPECTIVE
By J Mulraj
JULY 13-19, 2024
American politics takes a dangerous turn
At an election campaign rally in Butler, Pennsylvania, a dastardly assassination attempt was made by a shooter on presidential nominee, Donald Trump. Thankfully, Butler didn’t do it. Trump survived,...
MARKET PERSPECTIVE
By J Mulraj
Jan 13-19, 2024
And the consequences it’s now facing
By: J Mulraj
Globally, debt markets are bigger than equity markets, proving the ability for Governments, corporates and municipalities to raise huge sums of money by issuing bonds. Unconstrained by...
MARKET PERSPECTIVE
By J Mulraj
Apr 20-26, 2024
IMF warns America to cut spending
At its spring meeting in April, the IMF warned USA, and China, about their excessive levels of debt, advising both to lower their borrowings, for fear of profound impact...
INVESTMENT PERSPECTIVE
By J Mulraj
May 15-21, 2022
Technology provides solutions to energy and food but after we pass the hump of conflicts
Technology is providing the solutions to the problems created by the politicians!
The invasion of Ukraine by Russia was, largely, an...
MARKET PERSPECTIVE
By J Mulraj
Sep 30- Oct 6, 2023
Yes, but it will take many years, a disciplined work ethic, and a crackdown on corruption
The Chinese dragon has a huge lead over the Indian elephant. Today, China’s GDP is 5.3 times...
