MARKET PERSPECTIVE
By J Mulraj
Dec 28, ‘23 - Jan 5, ‘24
Is creating many black swan events
By: J Mulraj
We end 2023 with Indian, and several other, stock markets at a high. The BSE Sensex climbed 18.7% during the year, ending at...
MARKET PERSPECTIVE
By J Mulraj
Dec 23-29, 2023
All I wanna say is that they don’t really care about us
CEBR, a leading British consultancy, forecasts that India will become the world’s #3 economy by 2032, and the largest, by 2100. That’s great...
MARKET PERSPECTIVE
By J Mulraj
Dec 16-22, 2023
Thus ending strife and promoting growth?
Jingoistic political leaders don’t seem to be willing to end conflicts, those which cause needless deaths, injuries and emigration, but also prevent trade (witness Yemeni firing of rockets at...
MARKET PERSPECTIVE
By J Mulraj
DEC 9-15, 2023
If we remove the reasons for citizens to be whining
There are reasons, aplenty, to be bullish about the India story.
India is, today, the fastest growing large economy in the world. In its October 23...
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
Nov 24 - Dec 1, 2023
And it’s impact on trade, inflation and growth
There appears to be a shift to the right in several countries, probably a whiplash to immigrant related acts of random violence. In this...
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
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
NOV 5-11, 2023
How will emerging technologies help?
The price of money, namely, the interest rate is, arguably, the most important factor in any financial decision. It determines the viability of an investment decision, or the wisdom of...
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...