MARKET PERSPECTIVE
By J Mulraj
FEB 22-28, 2025
DOGE calls for an audit of US gold in Fort Knox.
Image created by Bing.
Knock, knock
Who’s there?
Fort
Fort who?
Fort Knocks.
It was the comment by Elon Musk, who heads DOGE (Department of Government Agency), that there should...
MARKET PERSPECTIVE
By J Mulraj
Feb 15-21, 2025
Shaping the Narrative is an Art
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In one of their hilarious skits, Costello asks Abbott ‘what makes a balloon go up?’ and when Abbott replies ‘hot air’, Costello asks ‘then what’s keeping...
MARKET PERSPECTIVE
By: J Mulraj
Feb 8-14, 2014
And it has begun!
Image created by Bing
The ongoing trade war, between USA and China, is reminiscent of the scene in one of the Rocky movies, in which both boxers knock each other out. That’s...
MARKET PERSPECTIVE
By J Mulraj
Feb 1-7, 2025
Cleaning up a mess is far harder than making it
Image created by Bing, using AI
Increased import tariffs by Trump on China were widely expected. In his election campaign he had vowed to impose up...
MARKET PERSPECTIVE
By J Mulraj
Jan 25- 31, 2025
Future Economic Growth will be Technology Led
DeepSeek (Image created by Bing, using AI)
A Chinese startup called DeepSeek launched two AI models, V3 and R1, creating waves because of their significantly lower costs than...
MARKET PERSPECTIVE
By J Mulraj
Jan 18-24, 2025
Petty bureaucratic tinkering
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The ongoing Mahakumbh mela at Prayagraj, a month long religious gathering, is expected to be attended by 400 million people. That is a more than the population of the...
MARKET PERSPECTIVE
By J Mulraj
Jan 11-17, 2025
A correction was due, but our leadership should govern seriously
Image created by FOTOR, using AI
There were several reasons for the recent drop in Indian stock markets. The BSE Sensex dropped from 79943 on Jan...
MARKET PERSPECTIVE
By J Mulraj
Jan 4-10, 2025
Will Atlas shrug?
‘Atlas Shrugged’ is a fictional tome, authored by Ayn Rand, describing a country being led to destruction because of woke policies, ones that discourage enterprise and reward sloth. In Greek mythology, Atlas...
MARKET PERSPECTIVE
By J Mulraj
Dec 28, 2025 - Jan 3. 2025
Hope for more trade and less war
The new year, 2025, has begun with potentially huge changes in geopolitics, in trade and economics, in technology led transitions and in global finance....
MARKET PERSPECTIVE
By J Mulraj
Dec21-27, 2024
Geopolitical factors influence investor options
Governments in several countries have either toppled or are in turmoil. In Germany, the strongest economy in the EU, Chancellor Olaf Scholz lost a no confidence vote, leading to early elections....
