MARKET PERSPECTIVE
By J Mulraj
Mar 28 – April 4, 2021
What goes around, comes around
US Treasury Secretary, Janet Yellen, is discovering that karma is a bitch!
In the period, 2014-18, as Chairperson of the US Federal Reserve (equivalent to RBI Governor), she...
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
Feb 14-20, 2021
Some hurdles to overcome to hit a $ 5 trillion GDP dream
PM Modi stated, in Oct 2020, that India’s hope to become a $ 5 trillion economy can still be achieved, despite the economic...
MARKET PERSPECTIVE
China taps global capital more efficiently
By J Mulraj -- Oct 25 - 31, 2020
It is paradoxical.
At a time when Covid has wrought economic havoc and has companies and banks running around to raise funds, there is a huge...
MARKET PERSPECTIVE
By J Mulraj
Feb 28 – Mar 6, 2021
Not argumentative, be an augmentative Indian!
Democracy is wonderful, if the polity is sensible and not, alas as it is, needlessly argumentative. Our polity kept India’s economy chained until a crisis in...
MARKET PERSPECTIVE -- by J Mulraj
Regulators need to do more.
By J Mulraj -- Nov 1-7, 2020
India’s ranking in the Ease of Doing Business has been rising, and now stands at # 63 out of 190 countries. The laggards are...
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...
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...
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
y J Mulraj
Mar 28 – Apr 4, 2021
Their worth is their bond!
It is perplexing that India is not using the opportunities provided by international debt markets to raise funds at prevailing low rates. The Chinese are; as per...
