Friday, April 19, 2024

INVESTMENT PERSPECTIVE By J Mulraj Feb 4-10, 2023   Lessons to be learnt from the brouhaha Since the publication of a report by US short seller, Hindenberg, there’s been a brouhaha (no laughing matter) over Adani company share prices These stocks have collapsed, causing...
INVESTMENT PERSPECTIVE By J Mulraj Oct 9-15, 2022 It’s far more than Sixteen Tons! In 1955, Tennessee Ernie Ford wrote a song, ‘Sixteen Tons’, about the plight of nineteenth century American coal miners, underpaid, overworked, and forever in debt to the company store....
 INVESTMENT PERSPECTIVE By J Mulraj Jul 10-16, 2022 Markets are signalling a US recession Confucius said ‘one should not pick fight with one’s bullet supplier’ (Disclosure: Confucius didn’t say it, I did, but adding his name attracts more attention J). Egged on by a...
MARKET PERSPECTIVE By J Mulraj Jan 2-8, 2022 In 2001 Irish author and philosopher Charles Handy wrote a book, The Elephant and the Flea, in which he described the coming transition for people working in large corporations (elephants) to working in smaller...
MARKET PERSPECTIVE By J Mulraj Jun 13 -19, 2021 Look forward to the benefits, but keep an eye on the dangers ­­Source: https://livingfullywellness.files.wordpress.com/2015/10/slide1.jpg We are at a cusp! The world is dealing with far too many issues simultaneously. One is the Covid pandemic, ...
INVESTMENT  PERSPECTIVE By J Mulraj Feb 18-24, 2023 The World is Dangerously Poised The US has hit the national debt ceiling imposed by its Congress, and needs its permission to raise it. A failure to raise the debt ceiling will result in a...
MARKET PERSPECTIVE By J Mulraj Dec 5-12, 2021 Impact on policy making, economy and markets ­­The world is alarmed at the speed at which the Omicron variant of the coronavirus is spreading. New cases are doubling every 3-4 days! At this rate Dr....
INVESTMENT PERSPECTIVE By: J Mulraj Dec 4 -10, 2021 The US-Russia geopolitical chess game over Ukraine Even before it became the sole superpower following the collapse of Russia, America had a habit of interfering in the business of other countries. After WW 2...
INVESTMENT PERSPECTIVE By J Mulraj Mar 6-12,  2022 The nightmarish consequences of an avoidable war It really is a mad, mad, mad, mad world! How did we end up here? According to author of ‘The World is Flat’, Thomas Friedman, globalisation 3.0 started in 1990. Based...
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...