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
June 10-16, 2023
… can lead to disaster
A question for readers - is the image above showing a pretty, young woman, or an old hag? Reader response to this optical illusion would be pretty much divided, equally....
MARKET PERSPECTIVE
By J Mulraj
May 10-16, 2025
India has demonstrated preparedness for a futuristic war
Image created using Bing
Tensions de-escalated on several fronts last week. US and China tapered off a Wild West type of tariff war. For 90 days, US exports...
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....
INVESTMENT PERSPECTIVE
By J Mulraj
Nov 20 - 26, 2022
Economic losses from wars, corporate frauds, and bad lending
Countries create the systems, and the infrastructure for citizens to earn a living, cumulatively termed GDP, or gross domestic product. Alas, this cauldron, containing...
INVESTMENT PERSPECTIVE
Oct 24-30, 2021
By J Mulraj
The return of stakeholder capitalism
Think about this. In 2020 total global defence spending was $ 1,981 b. As per Statista, total global capex on renewables was $ 225 b. on offshore and onshore ,...
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
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
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
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...
