INVESTMENT PERSPECTIVE
By J Mulraj
Feb 13-19, 2022
We can’t be a leading economy without cleaning up messes, and planning our future
Events that unfolded last week are dismaying. There were two bombshells, stink bombs, actually! The first was a statement by the...
INVESTMENT PERSPECTIVE
By Jawahir Mulraj
Feb 6-12, 2022
US Fed rate hikes; how many can the market sustain?
In the fairy tale ‘Seven in one blow’ a tailor killed seven flies, who interrupted his breakfast, in one blow, and proudly proclaimed his feat...
MARKET PERSPECTIVE
By J Mulraj
Jan 30- Feb 5, 2022
An even greater focus on developing, and deploying, new technologies is needed
Finance Minister Nirmala Sitharaman has presented the budget for 2022 which focuses on growth, to create jobs, spurred by a rise...
MARKET PERSPECTIVE
By J Mulraj
Jan 23-29, 2022
Why does it take policy makers so long to reach sensible conclusions?
Abba Eban, an Israeli politician, said ‘Men and nations behave wisely when they have exhausted all other resources’. So true.
In a bid to...
MARKET PERSPECTIVE
By J Mulraj
Jan 16-22, 2022
Are we thinking things through, and preparing for them?
Everyone knows about coming disruptions. Three forthcoming major disruptions would be due to climate change, technological changes and food change. Policymakers have to prepare for these...
MARKET PERSPECTIVE
By J Mulraj
Jan 9-15, 2022
Drive looking through the windshield, not the rear view mirror!
India has a young and talented pool of people, and has been blessed with adequate natural resources. Indian born people are, today, heading companies like...
MARKET PERSPECTIVE
By J Mulraj
Jan 2-8, 2022
In 2001 Irish author and philosopher Charles Handy wrote a book, The Elephant and the Flea, in which he described the coming transition for people working in large corporations (elephants) to working in smaller...
MARKET PERSPECTIVE
By J Mulraj
Dec 26, 2021 – Jan 1, 2022
India can never be a super power unless it tackles corruption. Alas, it has no will to
In the ‘50s, India and Singapore had similar per-capita incomes. Today Singapore’s per capita...
MARKET PERSPECTIVE
By J Mulraj
Dec 19-25, 2021
The imperatives for USA and China to work together
China is an enigma. It has had remarkable economic achievements (lifted millions of its citizens out of poverty). It now has 5 times India’s per capita...
MARKET PERSPECTIVE
By J Mulraj
Dec 5-12, 2021
Impact on policy making, economy and markets
The world is alarmed at the speed at which the Omicron variant of the coronavirus is spreading. New cases are doubling every 3-4 days! At this rate Dr....