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...
MARKET PERSPECTIVE
By J Mulraj
Jan 23-29, 2022
Why does it take policy makers so long to reach sensible conclusions?
Abba Eban, an Israeli politician, said ‘Men and nations behave wisely when they have exhausted all other resources’. So true.
In a bid to...
MARKET PERSPECTIVE
By J Mulraj
April 13-19, 2024
Can geopolitical considerations avoid escalation of conflicts?
The use of a slingshot by David, circa 1000 BC, was, possibly, one of the first examples of asymmetric warfare. Diminutive David slew the giant Goliath with a...
MARKET PERSPECTIVE
By J Mulraj
Jun 26- Jul 3, 2021
Yes, but after a lot of hard work
Is India on track to become a $ 5 trillion economy, and how good intact is the India story?
India hit a $ 3 trillion...
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 Jawahir Mulraj
India must get its act together, mere intentions aren’t enough
By J Mulraj -- Nov 15,-21 2020
If India wants to achieve its potential to be an economic powerhouse, it must get its act together and address...
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
Jul 17-24, 2021
Do we have the proper corporate and public governance systems in place?
As Bob Dylan sang in 1961, The Times They Are A Changing. The new, 4th Industrial Revolution Technologies will change the world...
MARKET PERSPECTIVE
By J Mulraj
Aug 1 - 8, 2025
Or imitative of Pinocchio?
Image created by Bing
Donald Trump is on a rampage, raising import tariffs for all countries, to ludicrous levels, on the specious argument that they had been ripping the US...
MARKET PERSPECTIVE -- by J Mulraj
Regulators need to do more.
By J Mulraj -- Nov 1-7, 2020
India’s ranking in the Ease of Doing Business has been rising, and now stands at # 63 out of 190 countries. The laggards are...
