Saturday, March 1, 2025
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...