Friday, December 27, 2024
INVESTMENT PERSPECTIVE By: J Mulraj Dec 4 -10, 2021 The US-Russia geopolitical chess game over Ukraine Even before it became the sole superpower following the collapse of Russia, America had a habit of interfering in the business of other countries. After WW 2...
MARKET PERSPECTIVE By J Mulraj Nov 28- Dec 4, 2021 The many challenges of policymakers ­­The world of the future, driven by new technologies, will be unrecognisably different, holding many promises. Imagine that, once you incur the capital cost of installing a solar roof,...
INVESTMENT PERSPECTIVE By J Mulraj Nov 21-27, 2021 COP26 pledges were just hedges! In this must-watch YouTube video David Borlace exposes the double speak of leaders, at the recently concluded COP26 conference on global warming, held in Glasgow. The pledges made by the...
INVESTMENT PERSPECTIVE By J Mulraj Nov 14-20, 2021 Is a short term correction due? India’s long term growth story is good, especially if the Government continues to continue economic reforms, but its short term view is being looked at with caution, by some...
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...