INVESTMENT PERSPECTIVE
By J Mulraj
Jun 5-11, 2022
Far too many problems ahead of us
The world is beset by far too many problems, the short term future is cloudy.
The ongoing war between Russia and Ukraine, and the possibility of China being emboldened...
INVESTMENT PERSPECTIVE
By J Mulraj
Oct 9-15, 2022
It’s far more than Sixteen Tons!
In 1955, Tennessee Ernie Ford wrote a song, ‘Sixteen Tons’, about the plight of nineteenth century American coal miners, underpaid, overworked, and forever in debt to the company store....
MARKET PERSPECTIVE
By J Mulraj
Jun 6-12, 2021
Will the Fed raise interest rates?
In 2013 Fed Chair, Ben Bernanke stated that the Fed would, at some time, put a brake on its Quantitative Easing (QE) programme, under which it pumped money...
MARKET PERSPECTIVE
By J Mulraj
April 19-25, 2025
…endless wars, created by politicians?
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Politicians create problems, while scientists, using technology, provide the solutions!
Politicians have created conflicts, to feed the Military-Industrial-Complex (MIC), the only one to benefit from them. The Ruso-...
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 18-25, 2022
The consequences of policy decisions take a long time to manifest
As the Benjamin Franklin poem above indicates, the consequences of an act take a long time, and a series of mis-steps, to manifest themselves....
MARKET PERSPECTIVE
By J Mulraj
Sep 6 - 12, 2025
And this will hurt global growth
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In 1817 David Ricardo, a classical economist, first propounded the Theory of Competitive Advantage in International Trade. Later on, Porter (Michael, not Harry) propounded...
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
GOI should keep its mind open and preconceptions closed
By J Mulraj -- Saturday Oct 17, 2020
Along with several good initiatives taken by this Government, there are also a few bad ones, as a result of which we have...
MARKET PERSPECTIVE
By J Mulraj
Dec 6-12, 2025
But we decide which is right, and which is an illusion
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The lyrics of ‘Nights in White Satin’ sung by the Moody Blues, talk about the cold hearted orb that rules the...
MARKET PERSPECTIVE
By J Mulraj
April 27- May 3, 2024
India’s economic performance is standing out
Avid British climber, George Mallory, when asked why he was trying, for the third time, to climb Mr. Everest, said ‘because it’s there’.
In much the same vein,...
