INVESTMENT PERSPECTIVE
By J Mulraj
Feb 20-26, 2022
The war in Ukraine nobody wanted, but got anyways
One needs to look at the map of Russia and its neighbours to understand what led to the Ukrainian crisis, now a war that ought to...
MARKET PERSPECTIVE
By J Mulraj
Nov 28- Dec 4, 2021
The many challenges of policymakers
The world of the future, driven by new technologies, will be unrecognisably different, holding many promises.
Imagine that, once you incur the capital cost of installing a solar roof,...
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
Jul 17-24, 2021
Do we have the proper corporate and public governance systems in place?
As Bob Dylan sang in 1961, The Times They Are A Changing. The new, 4th Industrial Revolution Technologies will change the world...
MARKET PERSPECTIVE
By J Mulraj
May 16-22, 2021
And the risk to stock markets of rising interest rates
As the Greek poet, Hesoid, wrote, when Prometheus stole fire from heaven, Zeus, the king of Gods, took revenge by presenting Pandora to his brother,...
INVESTMENT PERSPECTIVE
By Jawahir Mulraj
Feb 6-12, 2022
US Fed rate hikes; how many can the market sustain?
In the fairy tale ‘Seven in one blow’ a tailor killed seven flies, who interrupted his breakfast, in one blow, and proudly proclaimed his feat...
MARKET PERSPECTIVE
China in an intertwined world
By J Mulraj -- Nov 21-28, 2020
China embarked on economic reforms 10 years ahead of India, under Deng Xioping, who famously said ‘I don’t care if the cat is white or black, so long...
MARKET PERSPECTIVE
By J Mulraj
Mar 28 – April 4, 2021
What goes around, comes around
US Treasury Secretary, Janet Yellen, is discovering that karma is a bitch!
In the period, 2014-18, as Chairperson of the US Federal Reserve (equivalent to RBI Governor), she...
INVESTMENT PERSPECTIVE
By J Mulraj
Sep 4- 10, 2022
Stopping a senseless war requires some sense
The war in Ukraine was started senselessly, and the destruction, suffering and loss of lives was totally avoidable. For years Russia had been pleading with NATO, which...
MARKET PERSPECTIVE
By J Mulraj
Dec 19-25, 2021
The imperatives for USA and China to work together
China is an enigma. It has had remarkable economic achievements (lifted millions of its citizens out of poverty). It now has 5 times India’s per capita...
