MARKET PERSPECTIVE
By J Mulraj
DEC 9-15, 2023
If we remove the reasons for citizens to be whining
There are reasons, aplenty, to be bullish about the India story.
India is, today, the fastest growing large economy in the world. In its October 23...
MARKET PERSPECTIVE
By J Mulraj
Dec 28, ‘23 - Jan 5, ‘24
Is creating many black swan events
By: J Mulraj
We end 2023 with Indian, and several other, stock markets at a high. The BSE Sensex climbed 18.7% during the year, ending at...
MARKET PERSPECTIVE
By J Mulraj
Sep 2- 8, 2023
Unless tackled, India won’t become a developed economy
According to Bernstein, a reputed sell side research and brokerage firm, India is 16.5 years behind China. India is 21 years behind China in patents (in...
MARKET PERSPECTIVE
By J Mulraj
Nov 24 - Dec 1, 2023
And it’s impact on trade, inflation and growth
There appears to be a shift to the right in several countries, probably a whiplash to immigrant related acts of random violence. In this...
MARKET PERSPECTIVE
By J Mulraj
Feb 24- Mar 1, 2024
How states destroy themselves
Last week a judge in New York fined Donald Trump $454 m. (Including penalty and interest) for over valuing his property in order to get favorable terms for a...
MARKET PERSPECTIVE
By J Mulraj
Jan 20-26, 2024
Technology and strategic thinking can create a bright future
With several ongoing wars and conflicts, (Russia-Ukraine, Israel-Hamas, Commercial Shipping-Houthis, Iran-Pakistan) and other potential ones (China-Taiwan, Venezuela-Guyana), the picture looks bleak. Not only do wars beggar...
MARKET PERSPECTIVE
By J Mulraj
Oct 14-20, 2023
If USA wants to continue to be numero uno
In the ‘80s the economic hegemony of USA was being challenged by Japan and Germany, the two foes it had vanquished in WW II, but had...
MARKET PERSPECTIVE
By J Mulraj
Jan 13-19, 2024
And the consequences it’s now facing
By: J Mulraj
Globally, debt markets are bigger than equity markets, proving the ability for Governments, corporates and municipalities to raise huge sums of money by issuing bonds. Unconstrained by...
MARKET PERSPECTIVE
By J Mulraj
NOV 5-11, 2023
How will emerging technologies help?
The price of money, namely, the interest rate is, arguably, the most important factor in any financial decision. It determines the viability of an investment decision, or the wisdom of...
MARKET PERSPECTIVE
By J Mulraj
MARCH 23-29, 2024
The self destructive policies of the global polity is perplexing
It’s extremely perplexing how the global polity is governing in a way to destroy their own countries, emulating Emperor Nero who, it is said, fiddled...
