Saturday, April 27, 2024

MARKET PERSPECTIVE By J Mulraj Jan 20-26, 2024 Technology and strategic thinking can create a bright future With several ongoing wars and conflicts, (Russia-Ukraine, Israel-Hamas, Commercial Shipping-Houthis, Iran-Pakistan) and other potential ones (China-Taiwan, Venezuela-Guyana), the picture looks bleak. Not only do wars beggar...
MARKET PERSPECTIVE By J Mulraj Jan 13-19, 2024 And the consequences it’s now facing By: J Mulraj Globally, debt markets are bigger than equity markets, proving the ability for Governments, corporates and municipalities to raise huge sums of money by issuing bonds. Unconstrained by...
MARKET PERSPECTIVE' By J mulraj Jan 6-12, 2024 In an autonomous driven investment world The image is that of a woman staring at a bottle on a shelf, whose label said ‘Concentrate’! Concentration of institutional holding in a handful of stocks is one...
MARKET PERSPECTIVE By J Mulraj Dec 28, ‘23 - Jan 5, ‘24 Is creating many black swan events By: J Mulraj We end 2023 with Indian, and several other, stock markets at a high. The BSE Sensex climbed 18.7% during the year, ending at...
MARKET PERSPECTIVE By J Mulraj Dec 23-29, 2023 All I wanna say is that they don’t really care about us CEBR, a leading British consultancy, forecasts that India will become the world’s #3 economy by 2032, and the largest, by 2100. That’s great...
MARKET PERSPECTIVE By J Mulraj Dec 16-22, 2023 Thus ending strife and promoting growth? Jingoistic political leaders don’t seem to be willing to end conflicts, those which cause needless deaths, injuries and emigration, but also prevent trade (witness Yemeni firing of rockets at...
MARKET PERSPECTIVE By J Mulraj DEC 9-15, 2023 If we remove the reasons for citizens to be whining There are reasons, aplenty, to be bullish about the India story. India is, today, the fastest growing large economy in the world. In its October 23...
MARKET PERSPECTIVE By J Mulraj Dec 2-8, 2023 Huge global pool of money in financial assets keeps markets propped In the right corner is J. Powell, Chairman of the US Federal Reserve, wanting to pummel down inflation, with higher-for-longer interest rates, to a...

MARKET PERSPECTIVE By J Mulraj Nov 24 - Dec 1, 2023 And it’s impact on trade, inflation and growth There appears to be a shift to the right in several countries, probably a whiplash to immigrant related acts of random violence. In this...
MARKET PERSPECTIVE By J Mulraj Nov 18-24, 2023 Can a weak leader like Biden cope with a strong challenger? Prior to attending the APEC (Asia-Pacific Economic Cooperation, President Xi of China met with President Biden of USA, the second summit meeting between the...