MARKET PERSPECTIVE
By J Mulraj
Sep 2- 8, 2023
Unless tackled, India won’t become a developed economy
According to Bernstein, a reputed sell side research and brokerage firm, India is 16.5 years behind China. India is 21 years behind China in patents (in...
INVESTMENT PERSPECTIVE
By J Mulraj
Feb 27- Mar 5, 2022
Will climate change be the victim of geopolitics?
As per this video by Peter Zeihan, an American geopolitical analyst and author, Putin’s invasion of Ukraine was based on a sense of insecurity, and...
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...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 17-23, 2022
Structural changes long overdue, to stay in the global race
A replay of the 1966 movie, ‘The Russians are coming’ may well be titled ‘The Recessions are Coming’, though partly due to the Russians. On...
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...
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
By J Mulraj
Feb 13-19, 2022
We can’t be a leading economy without cleaning up messes, and planning our future
Events that unfolded last week are dismaying. There were two bombshells, stink bombs, actually! The first was a statement by the...
INVESTMENT PERSPECTIVE
By J Mulraj
Dec 4-10, 2022
Curiouser and Curiouser, unbelievably stupid decisions by world leaders
Just as Alice exclaimed, some decisions made by the collective west are getting curiouser and curiouser. At the October/November 2021 Glasgow COP world leaders made pledges...
MARKET PERSPECTIVE
y J Mulraj
Mar 28 – Apr 4, 2021
Their worth is their bond!
It is perplexing that India is not using the opportunities provided by international debt markets to raise funds at prevailing low rates. The Chinese are; as per...
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...
