MARKET PERSPECTIVE
By J Mulraj
Mar 14-20, 2021
Is India ready for a fast changing world?
In 1949 George Orwell wrote a fantastically prescient book called 1984. It is about a world which, as per Wikipedia, ‘has fallen victim to perpetual war, omnipresent...
MARKET PERSPECTIVE
By J Mulraj
Apr 25- May 2, 2026
When will the polity stop jingoism?
Image created using raphael.ai
As the 34th President of USA, Dwight Eisenhower said “War is mankind’s most tragic and stupid folly; to seek or advice its deliberate provocation...
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...
MARKET PERSPECTIVE
By J Mulraj
March 8-15, 2024
Shaping the narrative using doublespeak
The priorities of political leaders are malleable, and can change, depending on current exigencies. One of the top priorities for the Biden administration was climate change. Towards this end, one...
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...
MARKET PERSPECTIVES
By J Mulraj
July 5-11, 2025
Trump must not let ego override sense in his fallout with Musk?
Image created by Bing
There is no denying that America is in a debt trap. A debt trap is when the debtor needs to...
MARKET PERSPECTIVE
By J Mulraj
Apr 6-12, 2024
Lyrics of the song written by Merle Travis, about the life of a coal miner, describes the current over-indebtedness well.
You load sixteen tons, what do you get?
Another day older and deeper in debt,
St. Peter...
INVESTMENT PERSPECTIVE
By J Mulraj
Apr 10-16, 2022
We need fossil fuels now, the environment can wait, says Europe
The Ukraine war has revealed a lot of chinks. India’s foreign minister, Jaishankar, rightly pointed out to a journalist asking why India was buying...
MARKET PERSPECTIVE
By J Mulraj
Mar 28 – April 4, 2021
What goes around, comes around
US Treasury Secretary, Janet Yellen, is discovering that karma is a bitch!
In the period, 2014-18, as Chairperson of the US Federal Reserve (equivalent to RBI Governor), she...
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...
