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...
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...
INVESTMENT PERSPECTIVE
By J Mulraj
Sep 4- 10, 2022
Stopping a senseless war requires some sense
The war in Ukraine was started senselessly, and the destruction, suffering and loss of lives was totally avoidable. For years Russia had been pleading with NATO, which...
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 28-Sep 3, 2022
The multiple risks investors shouldn’t ignore
If globalization means ease of international trade, it started with Columbus’s discovery of America. It got impetus after WWII, when the US, with the only large navy still...
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 21-27, 2022
Fiddling while the world burns
Looking to the climate changes happening all over the world, it is hard to believe that these world leaders took pledges to address them, just ten months ago, at the...
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 14-20, 2022
Great achievements, yet lots to be done
Speaking from the ramparts of the Red Fort on India’s 75th year of Independence, Prime Minister Modi spoke of India’s achievements, and vowed to tackle corruption and other...
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 7-13, 2022
Geopolitics or Financial insanity, what will bring about another crash?
A black swan event is an unpredictable event which results in dire consequences (like the start of WW1 with the assassination of an Archduke or...
INVESTMENT PERSPECTIVE
Nu J Mulraj
Jul 31- Aug 6, 2022
Energy’s influence over geostrategy
The visit of Nancy Pelosi to Taiwan, against vehement opposition and threats by China, has resulted in a senseless and avoidable ratcheting up of global tensions, which will get...
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...
