MARKET PERSPECTIVE
By J Mulraj
Sep 21-27, 2024
Provided the myopic global polity lets us get there
In the 1966 movie “The Russians are Coming, The Russians are Coming”, actor Ben Blue rides through town yelling the warning, that the Russians were coming.
A...
MARKET PERSPECTIVE
By J Mulraj
July 6-12, 2024
Is the global polity brain dead?
The collective West, led by Biden, had, according to Putin, prodded Russia to invade Ukraine, by encouraging Ukraine to seek membership of NATO. If allowed, NATO missiles could be...
MARKET PERSPECTIVE
By K Mulraj
Feb 17- 23, 2026, 2026
Which poses a huge problem for India, the most populous country
Image created using Notegpt.io
AI is like a tiger that all must ride. It has both short term (negative) and long term (positive)...
MARKET PERSPECTIVE
By J Mulraj
Jan 27- Feb 2, 2024
Problems in the world’s #2 economy can affect global growth
At $ 17.5 trillion, China’s 2023 GDP is second only to USA’s, which is, on an annualized basis, $ 26.5 trillion. With 28.4%...
MARKET PERSPECTIVE
By J Mulraj
June 14-20, 2025
Winner takes the global debris!
Image created by Bing
World leaders, guided by the military-industrial-complex (MIC), appear to be addicted to forever wars. All countries are increasing the share of defense in GDP, diverting resources that...
MARKET PERSPECTIVE
By J Mulraj
Sep 12-18, 2021
China and ZIRP remain the biggest risks
Global Stockmarkets have become even more vulnerable last week, as the collapse of China’s largest real estate group, Evergrande, with $ 305 b. in debt, is heading towards...
INVESTMENT PERSPECTIVE
By J Mulraj
Nov 27- Dec 3, 2022
De-globalisation and de-dollarisation are worrying trends
A dip into history is necessary to understand the context.
America had, post the two world wars, taken over the mantle of global leadership from a war ravaged...
MARKET PERSPECTIVE
By J Mulraj
OCT 25-NOV 1, 2024
The Politician or the Scientist?
Open any newspaper. The first page has distressing news - wars, deaths, destruction, bombings, all created by politicians spreading vituperative hatred. Reading it saddens the heart and generates pessimism...
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...
MARKET PERSPECTIVE
By J Mulraj
Nov 29- Dec 5, 2025
Because of unwinding of the yen carry trade
Image created using Bing
Kazuo Ueda, Governor of the Bank of Japan, introduced a stimulus package, and has clearly hinted at an interest rate hike, currently...
