MARKET PERSPECTIVE
By J Mulraj
Jun 13 -19, 2021
Look forward to the benefits, but keep an eye on the dangers
Source: https://livingfullywellness.files.wordpress.com/2015/10/slide1.jpg
We are at a cusp! The world is dealing with far too many issues simultaneously. One is the Covid pandemic, ...
INVESTMENT PERSPECTIVES
By J Mulraj
Mar 4-10, 2023
The perils of shareholder capitalism
The GINI coefficient is a way to determine how equal a society is, in terms of income distribution. The higher a country’s rating on the GINI index, the more unequally...
MARKET PERSPECTIVE -- by J Mulraj
Regulators need to do more.
By J Mulraj -- Nov 1-7, 2020
India’s ranking in the Ease of Doing Business has been rising, and now stands at # 63 out of 190 countries. The laggards are...
INVESTMENT PERSPECTIVE
By J Mulraj
May 29-Jun 4, 2022
Which India do we want for our children?
India, today, is reminiscent of the famous quote of Charles Dickens, in A Tale of Two Cities
“It was the best of times, it was the worst...
MARKET PERSPECTIVE
By J Mulraj
October 28- Nov 4, 2023
US shale is the cheapest, and manufacturing can return
Watch this video by geopolitical analyst, Peter Zeihan. He says that the cost of producing a barrel of oil, through drilling shale in the...
INVESTMENT PERSPECTIVE
By J Mulraj
Dec 11-17, 2022
Too many factors make it difficult
There are too many factors working towards pushing the world into a recession. Some countries may already be in one. The creation of excess money supply to help during...
INVESTMENT PERSPECTIVE
By J Mulraj
Aug 28-Sep 3, 2022
The multiple risks investors shouldn’t ignore
If globalization means ease of international trade, it started with Columbus’s discovery of America. It got impetus after WWII, when the US, with the only large navy still...
INVESTMENT PERSPECTIVE
By: J Mulraj
Dec 4 -10, 2021
The US-Russia geopolitical chess game over Ukraine
Even before it became the sole superpower following the collapse of Russia, America had a habit of interfering in the business of other countries. After WW 2...
MARKET PERSPECTIVE
By J Mulraj -- @jawahirmulraj
Oct 4-10, 2020
SEBI must genuinely protect investors
The preamble to the SEBI Act that created stock market regulator, SEBI, states its aim is “to protect the interests of investors in securities and to promote the...
INVESTMENT PERSPECTIVE
By J Mulraj
May 22-28, 2022
Tough times ahead
In this Economist podcast Larry Summers, former US Treasury secretary says that every time inflation has been above 4% and unemployment below 4%, the US has gone into recession (see at 5:23). ...
