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...
MARKET PERSPECTIVE
By J Mulraj
Dec 16-22, 2023
Thus ending strife and promoting growth?
Jingoistic political leaders don’t seem to be willing to end conflicts, those which cause needless deaths, injuries and emigration, but also prevent trade (witness Yemeni firing of rockets at...
MARKET PERSPECTIVE
By J Mulraj
Jan 17-23, 2026
Trump vowed not to use force, but do nations trust him?
Image created using Canva
In his speech at the World Economic Forum, President Donald Trump assured the audience, including several world leaders, that he would...
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
Nov 9-15, 2024
India doesn’t protect minority investors
In the 2020 Ease of Doing Business Report (EODB) India ranked 63rd out of 190 countries. There are 10 criteria to determine EODB, one of which is Protection of Minority...
MARKET PERSPECTIVE
By J Mulraj
Feb 1-7, 2025
Cleaning up a mess is far harder than making it
Image created by Bing, using AI
Increased import tariffs by Trump on China were widely expected. In his election campaign he had vowed to impose up...
MARKET PERSPECTIVE
By J Mulraj
Apr 1 - 7, 2023
Bad decisions have created this crisis
The Bretton Woods Conference, after WW II, gave the US $ the status of a globally accepted currency. This was underpinned by a pledge by USA to...
MARKET PERSPECTIVE
By J Mulraj
April 29 - May 5, 2023
Saying that money is the root of all evil is just an excuse for poor governance
America, as also most countries, is beset with myriad problems, primarily because of poor governance. The...
MARKET PERSPECTIVE
By J Mulraj
Dec 26, 2021 – Jan 1, 2022
India can never be a super power unless it tackles corruption. Alas, it has no will to
In the ‘50s, India and Singapore had similar per-capita incomes. Today Singapore’s per capita...
INVESTMENT PERSPECTIVE
By J Mulraj
Nov 7-13 2021
Bureaucrats and politicians aren’t receptive to ideas
Pollution in India’s capital, New Delhi, is terrible, with AQI, Air Quality Index 2.5 readings hitting hazardous levels in several parts of Delhi. Whilst the media, and bureaucracy,...
