INVESTMENT PERSPECTIVE
By J Mulraj
Dec 4-10, 2022
Curiouser and Curiouser, unbelievably stupid decisions by world leaders
Just as Alice exclaimed, some decisions made by the collective west are getting curiouser and curiouser. At the October/November 2021 Glasgow COP world leaders made pledges...
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...
INVESTMENT PERSPECTIVE
By J Mulraj
Nov 20 - 26, 2022
Economic losses from wars, corporate frauds, and bad lending
Countries create the systems, and the infrastructure for citizens to earn a living, cumulatively termed GDP, or gross domestic product. Alas, this cauldron, containing...
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
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....
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...
INVESTMENT PERSPECTIVE
By J Mulraj
Oct 16-22, 2022
It’s not just a numbers game
At the 76th Independence Day celebration, PM Narendra Modi, speaking from the ramparts of the Red Fort, announced his ambition to make India into a developed country, by 2047,...
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....
INVESTMENT PERSPECTIVE
By J Mulraj
Sep 24-30, 2022
India’s economy can sprint like a cheetah, but a lot of work still needs to be done
India has become the 5th largest economy in the world and is predicted to become, by 2030, the...
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...