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...
MARKET PERSPECTIVE
By J Mulraj
Aug 22-28, 2021
Out of the Afghan hole, into Jackson hole
Stockmarkets are affected by a potpourri of factors, and one or more of them can become the focus of large investors, driving markets up or down. The...
MARKET PERSPECTIVE
by
J Mulraj
Stockmarkets not deterred by storming of Capitol Hill
By J Mulraj - Jan 3 -9, 2021
It was reminiscent of Charles Dickens’ A Tale of Two Cities: The distressing events of Jan 6, when supporters of Donald Trump invaded...
INVESTMENT PERSPECTIVE
By J Mulraj
May 8-14, 2022
Biden shoots himself in the foot
A concatenation of events have led up to the current crisis in Ukraine.
Donald Trump never believed he would lose the 2020 Presidential election to Joe Biden evidenced by the...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 24-30, 2022
Geopolitics will affect markets
Jerome Powell raised, yet again, the Fed fund rate by 0.75%. As the image above shows, he has to build a lot more muscle (higher interest rates) to have a chance...
MARKET PERSPECTIVE
By J Mulraj
July 30- Aug 4
Poor governance drives nations under
In the year 64 AD, Emperor Niro was alleged to have fiddled as Rome burned. In modern times, President Biden may be accused of twiddling his thumbs, as America...
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
May 30- Jun 5, 2021
India must get its act together to prepare for the future
A 1966 film ‘The Russians are coming, the Russians are coming’ then expressed fears of a Russian invasion.
Today the film may...
INVESTMENT PERSPECTIVE
By J Mulraj
Sep 17-23, 2022
The world is entering a dangerous phase
My last column mentioned three geopolitical events investors needed to look out for. The first has occurred, which was the September US Fed policy meeting to determine the...
INVESTMENT PERSPECTIVE
By J Mulraj
Sep 10 - 16 2022
Will Europe stay united?
In his epic novel, A Tale of Two Cities, Charles Dickens wrote “it was the best of times, it was the worst of times, it was the age of...