MARKET PERSPECTIVE
By J Mulraj
Nov 18-24, 2023
Can a weak leader like Biden cope with a strong challenger?
Prior to attending the APEC (Asia-Pacific Economic Cooperation, President Xi of China met with President Biden of USA, the second summit meeting between the...
MARKET PERSPECTIVE
By J Mulraj
Dec 2-8, 2023
Huge global pool of money in financial assets keeps markets propped
In the right corner is J. Powell, Chairman of the US Federal Reserve, wanting to pummel down inflation, with higher-for-longer interest rates, to a...
MARKET PERSPECTIVE
By J Mulraj
Sep 12-18, 2021
China and ZIRP remain the biggest risks
Global Stockmarkets have become even more vulnerable last week, as the collapse of China’s largest real estate group, Evergrande, with $ 305 b. in debt, is heading towards...
MARKET PERSPECTIVE
By J Mulraj
Nov 11-17, 2023
USA is in a fiscal morass
The US is reeling under an unserviceable mountain of debt. It has ignored several warning signals, most recently when it’s banking and financial system nearly collapsed during the 2008...
MARKET PERSPECTIVE
By J Mulraj
May 13-19, 2023
Are global leaders too myopic to see the future?
It seems as if world leaders, egged on by the deep state, prefer death and destruction to creative disruption. The first half of the image above,...
MARKET PERSPECTIVE
By J Mulraj
May 4-10, 2024
…Can spell disaster
Investors today need to analyze an Irish stew of different factors affecting it. The world is grappling with various trends, like climate change, technological disruptions, de-dollarisation, and increasingly hostile trade and economic...
MARKET PERSPECTIVE by Jawahir Mulraj
Oct 18-24, 2020
The coming reset
By J Mulraj.
The Congressional Budget Office (CBO) estimates that US Federal Debt would reach $ 20.3 t. by the end of 2020 (US Federal Debt) and also that it would, depending...
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...
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
Nov 7-13 2021
Bureaucrats and politicians aren’t receptive to ideas
Pollution in India’s capital, New Delhi, is terrible, with AQI, Air Quality Index 2.5 readings hitting hazardous levels in several parts of Delhi. Whilst the media, and bureaucracy,...
