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
Mar 6-12, 2023
In a world of transitions
The world is undergoing several transitions. Each transition needs to be planned, as it will be very disruptive.
One transition is in the energy sector. The US and the collective west,...
MARKET PERSPECTIVE
By J Mulraj
Apr 20-26, 2024
IMF warns America to cut spending
At its spring meeting in April, the IMF warned USA, and China, about their excessive levels of debt, advising both to lower their borrowings, for fear of profound impact...
MARKET PERSPECTIVE
By J Mulraj
Jan 31 – Feb 6, 2021
Poised for growth
It was Winston Churchill who opined that one should not let a good crisis go waste. India has had at least two serious crises, Covid and Chinese belligerence in...
MARKET PERSPECTIVE
By J Mulraj
Sep 2-9, 2021
Consequences of decisions taken for self interest, not country’s interest
Last week we got news that Vijay Mallya, whom the Government was trying to get extradited to India, would not be brought back, because, although...
MARKET PERSPECTIVE
Oct 11-17, 2025
251st Blog for AsiaConverge
It’s a hard rain that’s gonna fall!
Image created by Bing
The good news of last week was some the release of 20 hostages in the Israel-Palestinian conflict, and of several Palestinians captured by Israel,...
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 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...
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,...
INVESTMENT PERSPECTIVE
By J Mulraj
Jan 1-7, 2023
Conflicts, Distrust, De-globalisation, Inflation, far too many canaries
The Ukrainian Canaries: What a tragedy of errors the collective West has made, by not giving heed to Russian concerns over NATO expansion, but, instead, engaging in...
