MARKET PERSPECTIVE
China in an intertwined world
By J Mulraj -- Nov 21-28, 2020
China embarked on economic reforms 10 years ahead of India, under Deng Xioping, who famously said ‘I don’t care if the cat is white or black, so long...
MARKET PERSPECTIVE
By J Mulraj
May 9-15, 2021
And geopolitical risks abound because of it
The world experienced a long period of prosperity thanks to ‘The World is Flat’ era of globalisation. Countries and companies extended their supply bases globally, to wherever it...
INVESTMENT PERSPECTIVE
By J Mulraj
May 1-7, 2022
Diversion of resources away from health and education
Retired politician and author Ron Paul says, in his weekly column, that “War is a racket, wrote US Maj. General Smedley Butler in 1935. He explained: “A...
INVESTMENT PERSPECTIVE
By J Mulraj
May 29-Jun 4, 2022
Which India do we want for our children?
India, today, is reminiscent of the famous quote of Charles Dickens, in A Tale of Two Cities
“It was the best of times, it was the worst...
MARKET PERSPECTIVE
By J Mulraj
Jan 16-22, 2022
Are we thinking things through, and preparing for them?
Everyone knows about coming disruptions. Three forthcoming major disruptions would be due to climate change, technological changes and food change. Policymakers have to prepare for these...
MARKET PERSPECTIVE
By J Mulraj
Nov 16-22, 2024
The Insanity of Politicians Can Lead To It
There is, it seems, no height for insanity. Joe Biden’s decision, last week, to allow Ukraine to use its long range missile, ATACMS, to strike nside Russia...
MARKET PERSPECTIVE
By J Mulraj
May 30- Jun 5, 2021
India must get its act together to prepare for the future
A 1966 film ‘The Russians are coming, the Russians are coming’ then expressed fears of a Russian invasion.
Today the film may...
INVESTMENT PERSPECTIVE
By J Mulraj
Feb 11- 18, 2023
Are Capital Markets, Trade and Investment Flows, Oil Markets Truly Free?
Do we really have free markets? Janis Joplin summed it up rather well in the song ‘Me and Bobby McGee’, saying ‘freedom is...
MARKET PERSPECTIVE
By J Mulraj
March 11-17, 2023
Jerome Powell’s dilemma to raise or not to raise, interest rates
In Greek mythology, Odysseus had to pass in narrow waters between two monsters named Scylla and Charybdis. The phrase, ‘between Scylla and Charybdis’ symbolizes the...
MARKET PERSPECTIVE
By J Mulraj
Dec 28, 2025 - Jan 3. 2025
Hope for more trade and less war
The new year, 2025, has begun with potentially huge changes in geopolitics, in trade and economics, in technology led transitions and in global finance....
