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
Mar 6-12, 2023
In a world of transitions
The world is undergoing several transitions. Each transition needs to be planned, as it will be very disruptive.
One transition is in the energy sector. The US and the collective west,...
INVESTMENT PERSPECTIVE
By J Mulraj
Apr 24-30, 2022
A $ 5 trillion economy is achievable
India is currently ranked 6th in global GDP rankings in 2022, with a GDP of $ 2.66 trillion, a whisker behind UK, with $ 2.67 t. and then...
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
July 15-21, 2023
How can the world emerge from the chakravyuha of borrowing?
Large economies with high debt/gdp ratios include Japan, the highest (263%), USA (116%), India (89%), UK (85%), China (77%), and Germany (71%). Some figures may...
MARKET PERSPECTIVE
By J Mulraj
May 2-8, 2021
A worrying disregard for free markets
Ayn Rand’s book “Atlas Shrugged”, published in 1957, is about depicts a dystopian United States in which private businesses suffer under increasingly burdensome laws and regulations. Five decades later,...
INVESTMENT PERSPECTIVE
By J Mulraj
Nov 14-20, 2021
Is a short term correction due?
India’s long term growth story is good, especially if the Government continues to continue economic reforms, but its short term view is being looked at with caution, by some...
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...
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MARKET PERSPECTIVE
By J Mulraj
Jul 3-9, 2021
Only after a course correction
MARKET PERSPECTIVE by Jawahir Mulraj
Is the Production Linked Incentive Scheme enough?
By J Mulraj -- Nov 8-14, 2020
The Government gave a push to the manufacturing sector by announcing a Production Linked Incentive (PLI) scheme, giving a monetary incentive in ten...
