MARKET PERSPECTIVE
By J Mulraj
Aug 30- Sep 5, 2025
Several benefits will accrue to India
Image created by Bing
During PM Modi’s recent visit to Japan, 6 Agreements and 7 MOUs were signed, and 8 announcements were made. These included:
Over the next 10...
MARKET PERSPECTIVE
By J Mulraj
March 22-28, 2025
The achievements and the challenges before us
Image created by Bing
The big advantages in the India story were it’s favorable demographics (average age is 28.8 years in India, 37.5 in China, 38.7 in USA, 44.7...
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
y J Mulraj
Mar 28 – Apr 4, 2021
Their worth is their bond!
It is perplexing that India is not using the opportunities provided by international debt markets to raise funds at prevailing low rates. The Chinese are; as per...
MARKET PERSPECTIVE
By J Mulraj
July 8-14, 2023
The idiocy of a myopic outlook
In an article written in 2000 in the Wired, titled ‘Why The Future Doesn’t Need Us’, Bill Joy, a co founder of Sun Microsystems, expressed worry about the three...
INVESTMENT PERSPECTIVE
By J Mulraj
Sep 4- 10, 2022
Stopping a senseless war requires some sense
The war in Ukraine was started senselessly, and the destruction, suffering and loss of lives was totally avoidable. For years Russia had been pleading with NATO, which...
MARKET PERSPECTIVE
By J Mulraj
April 21-28, 2023
To swallow or to protect?
Being a leader of a world power imposes onerous responsibilities on him. After WW II, USA became the dominant economic power, and its currency, pegged to gold, became universally accepted...
INVESTMENT PERSPECTIVE
By J Mulraj
Feb 18-24, 2023
The World is Dangerously Poised
The US has hit the national debt ceiling imposed by its Congress, and needs its permission to raise it. A failure to raise the debt ceiling will result in a...
MARKET PERSPECTIVE
By J Mulraj
Sep 2-9, 2021
Consequences of decisions taken for self interest, not country’s interest
Last week we got news that Vijay Mallya, whom the Government was trying to get extradited to India, would not be brought back, because, although...
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...
