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...
MARKET PERSPECTIVE
By J Mulraj
Sep 2-9, 2021
Consequences of decisions taken for self interest, not country’s interest
Last week we got news that Vijay Mallya, whom the Government was trying to get extradited to India, would not be brought back, because, although...
MARKET PERSPECTIVE
By J Mulraj
Aug 22-28, 2021
Out of the Afghan hole, into Jackson hole
Stockmarkets are affected by a potpourri of factors, and one or more of them can become the focus of large investors, driving markets up or down. The...
MARKET PERSPECTIVE
By J Mulraj
Aug 15-21, 2021
Investors should watch out for these risk factors
Several storm clouds have recently appeared to darken the investment horizon, which investors should keep an eye out for. These include Geopolotical storm clouds, Environmental storm clouds...
MARKET PERSPECTIVE
By J Mulraj
Aug 8-14, 2021
Mistakes policy makers have made
And oh! what a tangled web we weave when first we practice to deceive!
There are several examples of policy mistakes made, which land the country in a ditch, and subsequent...
MARKET PERSPECTIVE
By J Mulraj
Aug 1-8, 2021
But politicians aren't smitten, and should
Barring a few countries, like Japan, politicians are loath to admit mistakes, and say they are sorry. They ought to, if only for the sake of clarity that the...
MARKET PERSPECTIVE
By J Mulraj
Jul 25-31, 2021
It is the best of times, it is the worst of time….
Charles’ Dickens summation, in a Tale of Two Cities, describes the state of the world beautifully:
‘it was the best of times, it was...
