MARKET PERSPECTIVE
By J Mulraj
June 30- July 5, 2024
The Democrats made a bad bet. It’s backfiring
The first Presidential debate between Joe Biden, Democrat, and Donald Trump, Republican, revealed to a worldwide TV audience just how lost and incoherent the former...
MARKET PERSPECTIVE
By J Mulraj
JUNE 22-28, 2024
By Joe Biden (Move Over, Dale)
Before 2021 USA had friends and allies like Saudi Arabia, Germany and other EU countries. It had energy security, because of fracking shale oil, which gave it geopolitical clout....
MARKET PERSPECTIVE
By J Mulraj
JUNE 15-21, 2024
Long term growth being ignored in pursuit of short term profits
In the late 80s Japan and Germany were economies growing fast enough to threaten the dominance of USA. Both of them used ‘stakeholder capitalism’...
MARKET PERSPECTIVE
By J Mulraj
June 8-14, 2024
Don’t political leaders ever learn from history?
At the risk of losing half my readers, I’d aver that history, like a woman, repeats itself!
Current, very dangerous, events, are a repeat of what transpired in 1962....
MARKET PERSPECTIVE
By J Miulraj
June 1-7, 2024
Challenges for Modi’s third term in a technologically disruptive world
Vox populi, Vox dei is a Latin phrase meaning the voice of the people is the voice of the Gods. The people gave the ruling...
MARKET PERSPECTIVE
By J Mulraj
May 25- June 1, 2024
Destroying valuations of great companies
There are examples aplenty of great companies, which took years to build, being destroyed in a few weeks by poor management decisions, and excesses of shareholder capitalism.
One of...
MARKET PERSPECTIVE
By J Mulraj
May 11-17, 2024
Can inflation reduce if politicians don’t stop printing money?
“I’m telling you, Jerome, the unrestrained printing of money doesn’t drive up inflation”
Inflation in April, in UK was, at 3.2%, lower that US inflation, at 3.4%....
MARKET PERSPECTIVE
By J Mulraj
May 4-10, 2024
…Can spell disaster
Investors today need to analyze an Irish stew of different factors affecting it. The world is grappling with various trends, like climate change, technological disruptions, de-dollarisation, and increasingly hostile trade and economic...
MARKET PERSPECTIVE
By J Mulraj
April 27- May 3, 2024
India’s economic performance is standing out
Avid British climber, George Mallory, when asked why he was trying, for the third time, to climb Mr. Everest, said ‘because it’s there’.
In much the same vein,...
MARKET PERSPECTIVE
By J Mulraj
Apr 20-26, 2024
IMF warns America to cut spending
At its spring meeting in April, the IMF warned USA, and China, about their excessive levels of debt, advising both to lower their borrowings, for fear of profound impact...
