Akash Prakash
 "Akash Prakash")
Akash Prakash
Page 2 - Akash Prakash
MNC selldowns
As multinational corporations capitalise on India's valuation premium, there are reasons for caution as well
 "MNC selldowns")
Reflections from the US
India remains a prized long-term bet, but investors are hesitant due to concerns over valuation
 "Reflections from the US")
A tough time for portfolio managers
Markets are going through a major shift in style and leadership, akin to the 2003-08 bull run
 "A tough time for portfolio managers")
A fascinating chart
Compared to China and Africa, India is remarkably well positioned on multiple fronts
 "A fascinating chart")
Buybacks and their importance
Paying money back to shareholders does not mean that you have no growth. It may simply mean that you do not need all the capital you generate for your core business
 "Buybacks and their importance")
Where is the debt?
Robust equity markets are not enough to kickstart a private sector capex cycle. India needs easily accessible debt financing
 "Where is the debt?")
The Magnificent 7
The current level of concentration of tech giants in US markets is unprecedented. Could this be a bubble in the making?
 "The Magnificent 7")
The listing dilemma
When deciding between listing in India and the US, founders should prioritise long-term considerations over listing price
 "The listing dilemma")
Interim Budget 2024-25: Fiscally responsible, not populist
It is conservative in its arithmetic and will help lower interest rates
 "Interim Budget 2024-25: Fiscally responsible, not populist")
Markets in India's decade
Have the markets already played out their dynamics before the economy has even properly taken off?
 "Markets in India's decade")
Has China peaked?
Even if China's growth slows in the coming years, India faces the daunting task of achieving something extraordinary to catch up
 "Has China peaked?")
The governance imperative
In new-age companies with no promoters, institutional investors have a crucial role in shaping the board
 "The governance imperative")
An update on global capital
A significant shift in international investment dynamics is underway
 "An update on global capital")
The China meltdown?
Despite significant challenges in its real estate sector, the financial markets are sending contradictory signals
 "The China meltdown?")
A tidal wave of capital
With India poised to see a surge in domestic market inflows, the focus must shift to maximising the benefits for the economy
 "A tidal wave of capital")
The investors' dilemma
In the midst of India's economic resurgence, investors are grappling with the challenge of deploying capital in a valuation-sensible way
 "The investors' dilemma")
Is a recession still on the cards?
Amidst the surprisingly strong market performance, investors are questioning the possibility of a recession in the US, but history suggests caution is still warranted
 "Is a recession still on the cards?")
An extremely narrow advance
The global rally lacks breadth, with only a few tech stocks driving the surge. In contrast, India's market stands out as an exception
 "An extremely narrow advance")
The de-dollarisation debate
There are reasons to be bearish on the greenback, but it is unlikely to lose the reserve currency status
 "The de-dollarisation debate")
An updated perspective on India
While markets could remain choppy and correct more, thought leaders in the investment world have turned positive
 "An updated perspective on India")
