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...
MARKET PERSPECTIVE
By J Mulraj
Jul 17-24, 2021
Do we have the proper corporate and public governance systems in place?
As Bob Dylan sang in 1961, The Times They Are A Changing. The new, 4th Industrial Revolution Technologies will change the world...
INVESTMENT PERSPECTIVE
By J Mulraj
Oct 30 - Nov 5, 2022
Biden’s alliances are breaking
One of the advantages that Joe Biden professed having over Trump, in the run up to the last elections, was his ability to create, and maintain, global alliances....
MARKET PERSPECTIVE
By J Mulraj
June 24-30, 2023
They need more trust in free markets
The dictionary definition of a bureaucrat is an official, usually in a Government office, who is a stickler for rules. A wag has a different definition. The concept...
MARKET PERSPECTIVE
By J Mulraj
Mar 14-20, 2021
Is India ready for a fast changing world?
In 1949 George Orwell wrote a fantastically prescient book called 1984. It is about a world which, as per Wikipedia, ‘has fallen victim to perpetual war, omnipresent...
INVESTMENT PERSPECTIVE
By J Mulraj
Apr 2-9, 2022
Why don’t the Government and the judiciary crack down on crooks?
By: J Mulraj
No longer is it necessary, as depicted in the image above, for bank robbers to dig a tunnel, break into a vault,...
INVESTMENT PERSPECTIVE
By J Mulraj
Nov 13-19, 2022
The coming recession
The announcement, last week, of lower CPI inflation in USA cheered the market, on hopes that the Federal Reserve would lift its foot off the pedal, and raise interest by less than...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 10-16, 2022
Markets are signalling a US recession
Confucius said ‘one should not pick fight with one’s bullet supplier’ (Disclosure: Confucius didn’t say it, I did, but adding his name attracts more attention J).
Egged on by a...
MARKET PERSPECTIVE'
By J mulraj
Jan 6-12, 2024
In an autonomous driven investment world
The image is that of a woman staring at a bottle on a shelf, whose label said ‘Concentrate’! Concentration of institutional holding in a handful of stocks is one...
MARKET PERSPECTIVE
By J Mulraj
April 13-19, 2024
Can geopolitical considerations avoid escalation of conflicts?
The use of a slingshot by David, circa 1000 BC, was, possibly, one of the first examples of asymmetric warfare. Diminutive David slew the giant Goliath with a...
