MARKET PERSPECTIVE
By J Mulraj
Jan 17 -23, 2021
A Promising Yet Complicated Future
Bob Dylan captured it in his song ‘The Times They are a Changing’. He sang:
Come Senators, Congress, heed the call
Don’t stand in the doorway, don’t block up the hall,
For...
MARKET PERSPECTIVE
By J Mulraj
Dec 26, 2021 – Jan 1, 2022
India can never be a super power unless it tackles corruption. Alas, it has no will to
In the ‘50s, India and Singapore had similar per-capita incomes. Today Singapore’s per capita...
MARKET PERSPECTIVE
By J Mulraj
Sep 12-18, 2021
The positive and negative factors facing markets
Global stockmarkets, riding on dollops of liquidity from QE programmes, are riding high. Looking forward, there are a few blessings for Indian stockmarkets, plus some factors which could...
MARKET PERSPECTIVE
By J Mulraj
Aug 15-21, 2021
Investors should watch out for these risk factors
Several storm clouds have recently appeared to darken the investment horizon, which investors should keep an eye out for. These include Geopolotical storm clouds, Environmental storm clouds...
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 26- Jul 2, 2022
And the hypocrisy of nations
Vladimir Putin had for long been warning the West of his apprehensions about NATO's eastward expansion, coming ever closer to his borders, thus posing an existential threat for...
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...
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). ...
MARKET PERSPECTIVE
By J Mulraj
Jul 25-31, 2021
It is the best of times, it is the worst of time….
Charles’ Dickens summation, in a Tale of Two Cities, describes the state of the world beautifully:
‘it was the best of times, it was...
INVESTMENT PERSPECTIVE
By J Mulraj
Feb 11- 18, 2023
Are Capital Markets, Trade and Investment Flows, Oil Markets Truly Free?
Do we really have free markets? Janis Joplin summed it up rather well in the song ‘Me and Bobby McGee’, saying ‘freedom is...
INVESTMENT PERSPECTIVE
By J Mulraj
Mar 20-26, 2022
WYDSIWYG - What you don’t see is what you get!
By: J Mulraj
We ought to draw up a balance sheet for the Ukraine war.
Before the Russian invasion, Putin was seeking a discussion with Biden and...
