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...
MARKET PERSPECTIVE
Are Central Banks going easy on inflation targetting?
By J Mulraj -- Dec 6-12, 2020
(Image Source: North Coast Voices blog)
The cover story of the Economist asks if inflation will return. Starting with the global financial crisis in 2008, right...
MARKET PERSPECTIVE
By J Mulraj
Jul 10-16, 2021
US Debt, Oil Prices, Inflation and other risks
US Treasury Secretary, Janet Yellen, has warned, in this article in Wall Street Journal, that the US would breach its debt ceiling by end of July,...
MARKET PERSPECTIVE
By J Mulraj
2020 was NOT perfect vision
By J Mulraj -- Dec 20-26, 2020
The world would be happy to say goodbye (adieu) to a horrible year, rather than au revoir (till we meet again).
The Covid pandemic, the first case...
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 7-13, 2022
Geopolitics or Financial insanity, what will bring about another crash?
A black swan event is an unpredictable event which results in dire consequences (like the start of WW1 with the assassination of an Archduke or...
MARKET PERSPECTIVE
By J Mulraj
Jan 10- 16, 2021
An Empire in Decline
Picture Source: www.deviantart.com
We are entering into a phase in which the American Empire is in decline and China is emerging as a dominant world power. Several big tech social media,...
MARKET PERSPECTIVE
By J Mulraj
Jan 23-29, 2022
Why does it take policy makers so long to reach sensible conclusions?
Abba Eban, an Israeli politician, said ‘Men and nations behave wisely when they have exhausted all other resources’. So true.
In a bid to...
MARKET PERSPECTIVE
By J Mulraj
Jan 16-22, 2022
Are we thinking things through, and preparing for them?
Everyone knows about coming disruptions. Three forthcoming major disruptions would be due to climate change, technological changes and food change. Policymakers have to prepare for these...
MARKET PERSPECTIVE
By J Mulraj
April 25-May 1, 2021
Governments, institutions and people are collectively responsible for the tragic second wave of Covid
Everyone must bear collective responsibility for the second wave of Covid 19 which is hitting the country very hard.
After the...
MARKET PERSPECTIVE
By J Mulraj
Feb 21-27, 2021
A Tale of Two Scenarios
Bitcoin reminds one of Charles’ Dickens ‘A Tale of Two Cities’ which was ‘the best of times, the worst of times; the spring of hope, the winter of despair; we...
