MARKET PERSPECTIVE
By J Mulraj
Sep 26-Oct 2, 2021
Problems of disrupted supply chains
Thomas Friedman had, in 2005, written a book, The World is Flat, explaining how the forces of technology, better communication and digitisation, would lead to benefits for all, thus...
INVESTMENT PERSPECTIVE
Nu J Mulraj
Jul 31- Aug 6, 2022
Energy’s influence over geostrategy
The visit of Nancy Pelosi to Taiwan, against vehement opposition and threats by China, has resulted in a senseless and avoidable ratcheting up of global tensions, which will get...
MARKET PERSPECTIVE
By J Mulraj
Jun 6-12, 2021
Will the Fed raise interest rates?
In 2013 Fed Chair, Ben Bernanke stated that the Fed would, at some time, put a brake on its Quantitative Easing (QE) programme, under which it pumped money...
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 5-11, 2022
Far too many problems ahead of us
The world is beset by far too many problems, the short term future is cloudy.
The ongoing war between Russia and Ukraine, and the possibility of China being emboldened...
MARKET PERSPECTIVE
By J Mulraj
Mar 21 -27, 2021
Shareholder capitalism needs to be tweaked
The world, indeed, is enigmatic.
Technology is addressing all sorts of problems. Renewable energy is increasing its presence in the global energy mix, although we still need the more...
MARKET PERSPECTIVE
By J Mulraj
Jun 26- Jul 3, 2021
Yes, but after a lot of hard work
Is India on track to become a $ 5 trillion economy, and how good intact is the India story?
India hit a $ 3 trillion...
MARKET PERSPECTIVE
By J Mulraj
Mar 7-13, 2021
Nothing (except a bureaucrat) can stop an idea who’s time has come
By J Mulraj
It has taken very long for the polity to understand why continuous economic reform, incessant preparation for the future, sharp focus...
MARKET PERSPECTIVE
By J Mulraj
May 9-15, 2021
And geopolitical risks abound because of it
The world experienced a long period of prosperity thanks to ‘The World is Flat’ era of globalisation. Countries and companies extended their supply bases globally, to wherever it...
MARKET PERSPECTIVE
By J Mulraj
Aug 1-8, 2021
But politicians aren't smitten, and should
Barring a few countries, like Japan, politicians are loath to admit mistakes, and say they are sorry. They ought to, if only for the sake of clarity that 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...
