MARKET PERSPECTIVE
By J Mulraj
Sep 21-27, 2024
Provided the myopic global polity lets us get there
In the 1966 movie “The Russians are Coming, The Russians are Coming”, actor Ben Blue rides through town yelling the warning, that the Russians were coming.
A...
MARKET PERSPECTIVE
By J Mulraj
Sep 14-20, 2024
Powell cuts interest rates by 50 bips
Unlike Mark Antony’s description of Brutus’ stabbing of his friend Julius Caeser as being ‘the unkindest cut of all’, Fed Chair, Jerome Powell’s interest rate cut by 50...
MARKET PERSPECTIVE
By J Mulraj
Mar 7- 13, 2024
How Biden’s myopic geopolitical strategy has strengthened China
Before the Ukraine war, Europe (especially Germany) was the main consumer of Russian oil and gas. European industry benefitted from cheap Russian energy delivered via two...
MARKET PERSPECTIVE
By J Mulraj
AUG 31-SEP 6, 2024
Good governance needed to chart the future course
In his classic, ‘A Tale of Two Cities’, Charles Dickens describes the divergent paths of Paris (in the period 1775-1792, before the French Revolution), and of...
MARKET PERSPECTIVE
By J Mulraj
Aug 24-30
The Time Has Come, J. Powell Said, to Talk of One Thing - Interest Cut
In Lewis Carroll’s book, Through the Looking Glass’ the Walrus told the carpenter that the time had come to talk of...
MARKET PERSPECTIVE
By J Mulraj
August 17-23, 2024
US job data revised downwards by a whopping 818,000
The US Labour department just reported that the job growth for the 12 month up to March 24 earlier reported by it was overstated by 818,000...
MARKET PERSPECTIVE
By J Mulraj
AUG 10-16, 2024
And world leaders are missing!
The world appears to be teetering at the edge of a cliff, with the Supreme leader of Iran threatening to attack Israel in response to Israel having killed the Hamas...
MARKET PERSPECTIVE
By J Mulraj
AUG 3-9, 2024
And spooks global markets
Japan’s Government debt is, as per IMF the highest in the world, at 214%. So, for decades, it had a zero interest rate policy; most of its debt was domestically raised....
MARKET PERSPECTIVE
By J Mulraj
JULY 27- AUGUST 2, 2024
The next 4 months will be dangerous
Having pulled out of the Presidential race, being self-admittedly unfit for it, Joe Biden may well become a lame duck President, unlikely to take any significantly...
MARKET PERSPECTIVE
By J Mulraj
JULY 20-26, 2024
A Tinkerer’s Budget by Nirmala Sitharaman
There are 74 million individuals who file income tax returns in India, of which 51 million had no tax liability. So a mere 22.4 million individuals (1.6% of India’s...
