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...
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...
MARKET PERSPECTIVE
By J Mulraj
Tell people the truth!
By J Mulraj
As we ring in a new year, we have hopes that the arrival and certifications of several Covid vaccines would end the nightmare of the old, 2020, and usher in economic...
MARKET PERSPECTIVE
By J Mulraj
Aug 8-14, 2021
Mistakes policy makers have made
And oh! what a tangled web we weave when first we practice to deceive!
There are several examples of policy mistakes made, which land the country in a ditch, and subsequent...
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...
MARKET PERSPECTIVE
By J Mulraj
Jan 31 – Feb 6, 2021
Poised for growth
It was Winston Churchill who opined that one should not let a good crisis go waste. India has had at least two serious crises, Covid and Chinese belligerence in...
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
Jan 30- Feb 5, 2022
An even greater focus on developing, and deploying, new technologies is needed
Finance Minister Nirmala Sitharaman has presented the budget for 2022 which focuses on growth, to create jobs, spurred by a rise...
MARKET PERSPECTIVE
By J Mulraj
Jan 24- 30, 2021
Electoral funding and impact on policy
In an interesting article, titled The Great Grift, Scott Galloway, an NYU Stern School Professor, points out that around 400 families provide half the funding for presidential elections,...
INVESTMENT PERSPECTIVE
Oct 24-30, 2021
By J Mulraj
The return of stakeholder capitalism
Think about this. In 2020 total global defence spending was $ 1,981 b. As per Statista, total global capex on renewables was $ 225 b. on offshore and onshore ,...