INVESTMENT PERSPECTIVE
By J Mulraj
Nov 7-13 2021
Bureaucrats and politicians aren’t receptive to ideas
Pollution in India’s capital, New Delhi, is terrible, with AQI, Air Quality Index 2.5 readings hitting hazardous levels in several parts of Delhi. Whilst the media, and bureaucracy,...
INVESTMENT PERSPECTIVE
By J Mulraj
Oct 31-Nov 6, 2021
COP26 or COP out?
The global conference on climate change, COP 26, commenced in Glasgow last week, and several world leaders were present to convey their efforts in trying to restrict carbon emissions, in...
INVESTMENT PERSPECTIVE
Oct 24-30, 2021
By J Mulraj
The return of stakeholder capitalism
Think about this. In 2020 total global defence spending was $ 1,981 b. As per Statista, total global capex on renewables was $ 225 b. on offshore and onshore ,...
INVESTMENT PERSPECTIVE
By J Mulraj
Oct 17-23, 2021
The transition from fossil fuel to renewables isn’t an easy one
In the race for global supremacy, we are seeing an enfeebled America, symbolised by the Eagle, with weak leadership, and too over-leveraged to make...
INVESTMENT PERSPECTIVE
By J Mulraj
Oct 10-16, 2021
Do we truly believe in free markets?
In 1953 the then Government of India took over Air India from Tatas, for Rs 2.8 crores. Initially, the Government allowed JRD Tata to chair the airline. He...
INVESTMENT PERSPECTIVE
By J Mulraj
Oct 1-9, 2021
Old King Cole is important, again
Policy makers all over the world, make economic decisions in which ego, rather than commonsensical logic, plays a big role. It’s time these decisions be revisited. Here are a...
MARKET PERSPECTIVE
By J Mulraj
Sep 26-Oct 2, 2021
Problems of disrupted supply chains
Thomas Friedman had, in 2005, written a book, The World is Flat, explaining how the forces of technology, better communication and digitisation, would lead to benefits for all, thus...
MARKET PERSPECTIVE
By J Mulraj
Sep 12-18, 2021
The positive and negative factors facing markets
Global stockmarkets, riding on dollops of liquidity from QE programmes, are riding high. Looking forward, there are a few blessings for Indian stockmarkets, plus some factors which could...
MARKET PERSPECTIVE
By J Mulraj
Sep 12-18, 2021
China and ZIRP remain the biggest risks
Global Stockmarkets have become even more vulnerable last week, as the collapse of China’s largest real estate group, Evergrande, with $ 305 b. in debt, is heading towards...
MARKET PERSPECTIVE
By J Mulraj
Sep 5-11, 2021
Risk factors investors must be aware of
There are some risk factors coming in October, that investors should become aware of.
US Debt Ceiling: US Treasury Secretary, Janet Yellen, despite being 1.6 m tall, is afraid...
