JMulraj

INVESTMENT PERSPECTIVE By J Mulraj Dec 11-17, 2022 Too many factors make it difficult There are too many factors working towards pushing the world into a recession. Some countries may already be in one. The creation of excess money supply to help during...

INVESTMENT PERSPECTIVE By J Mulraj Oct 23-29, 2022 Is there a sane voice left in the global polity? The main geopolitical events last week was the unprecedented grant of a third Presidential term to Xi Jinping of China, followed, the next day, by...

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...

INVESTMENT PERSPECTIVE By J Mulraj Jan 23-29, 2023 The US Debt Ceiling and the Growing Threat of De-dollarisation Last week US Treasury Secretary, Janet Yellen, bumped her head against the Congressionally approved debt ceiling. Congress would need to raise it, for USA to...

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 May 13-19, 2023 Are global leaders too myopic to see the future? It seems as if world leaders, egged on by the deep state, prefer death and destruction to creative disruption. The first half of the image above,...

MARKET PERSPECTIVE By J Mulraj June 17-23, 2023 What will it look like? Strange are the geopolitical quirks of history! For years, USA, the world’s oldest democracy, had backed and favored Pakistan, a military dictatorship. At the same time, and partly because of...

INVESTMENT PERSPECTIVE By J Mulraj May 15-21, 2022   Technology provides solutions to energy and food but after we pass the hump of conflicts Technology is providing the solutions to the problems created by the politicians! The invasion of Ukraine by Russia was, largely, an...

MARKET PERSPECTIVE By J Mulraj Aug 12-18, 2023 Nations on a path to self-destruct In the movie Rocky 4, Sylvester Stallone and his opponent, Drago, throw a simultaneous double punch, near the end of the fight, and succeed in knocking each other out....

INVESTMENT PERSPECTIVE By J Mulraj May 29-Jun 4, 2022 Which India do we want for our children? India, today, is reminiscent of the famous quote of Charles Dickens, in A Tale of Two Cities “It was the best of times, it was the worst...