MARKET PERSPECTIVE
By J Mulraj
Mar 6-12, 2023
In a world of transitions
The world is undergoing several transitions. Each transition needs to be planned, as it will be very disruptive.
One transition is in the energy sector. The US and the collective west,...
INVESTMENT PERSPECTIVE
By J Mulraj
May 15-21, 2022
Technology provides solutions to energy and food but after we pass the hump of conflicts
Technology is providing the solutions to the problems created by the politicians!
The invasion of Ukraine by Russia was, largely, an...
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...
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
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...
MARKET PERSPECTIVE
By J Mulraj
Aug 19-25, 2023
Now we must strive to achieve an economic liftoff
India was overjoyed last week by two wonderful achievements. Space agency ISRO succeeded in landing Chandrayaan-3 on the south side of the moon, the first country...
INVESTMENT PERSPECTIVE
By J Mulraj
Mar 20-26, 2022
The many house of cards
Technology paints a picture of a glorious future! One where:
Nuclear fusion will provide, at some time, an unlimited source of clean energy to power the world, thereby negating the...
MARKET PERSPECTIVE
By J Mulraj
Feb 21-27, 2021
A Tale of Two Scenarios
Bitcoin reminds one of Charles’ Dickens ‘A Tale of Two Cities’ which was ‘the best of times, the worst of times; the spring of hope, the winter of despair; we...
INVESTMENT PERSPECTIVE
By J Mulraj
Oct 23-29, 2022
Is there a sane voice left in the global polity?
The main geopolitical events last week was the unprecedented grant of a third Presidential term to Xi Jinping of China, followed, the next day, by...
MARKET PERSPECTIVE
By J Mulraj
Jul 17-24, 2021
Do we have the proper corporate and public governance systems in place?
As Bob Dylan sang in 1961, The Times They Are A Changing. The new, 4th Industrial Revolution Technologies will change the world...
