Akash Prakash
 "Akash Prakash")
Akash Prakash
Page 3 - Akash Prakash
An amazing and scary month
March was a month for the history books, marked by the collapse of a systemically important financial institution and a bond market wipeout. Caution may be the need of the hour
 "An amazing and scary month")
Dealing with next-gen listings
Investors are starting to realise that new-age companies are a completely different animal
 "Dealing with next-gen listings")
A credible effort
The Budget makes all the right noises and avoids the temptation to be populist
 "A credible effort")
2022: A very unusual year
Last year was a nightmare best forgotten. This year started on a strong note for investors, but private markets are still due for a further shakeout
 "2022: A very unusual year")
Not yet out of the woods
There are too many moving parts in play, and the market outlook for 2023 hinges on one's view of inflation and a US recession
 "Not yet out of the woods")
A slow and flawed transition
The developed world's energy transition efforts are making the problem worse by moving energy-intensive manufacturing to the developing world
 "A slow and flawed transition")
An extraordinary decade for markets
The long-awaited pivot away from US equities may finally be at hand, and India may benefit from this shift
 "An extraordinary decade for markets")
Bear market patterns: What investors should know about trend reversal
Stock markets will turn, even with all the economic news still being negative, except in two scenarios
 "Bear market patterns: What investors should know about trend reversal")
Indian equities' persistent performance
Over the past 30 years, despite a difficult backdrop, equity market returns are striking
 "Indian equities' persistent performance")
China's property bust holds lessons for India
India and China are on the opposite end of the economic cycle in real estate
 "China's property bust holds lessons for India")
A tribute to Rakesh Jhunjhunwala: His bullishness will be seen as prescient
Everything Rakesh foresaw for India will happen in the coming years
 "A tribute to Rakesh Jhunjhunwala: His bullishness will be seen as prescient")
Green shift: Costs and opportunities
The tectonic changes underway in the energy ecosystem present the chance of a lifetime for investors
 "Green shift: Costs and opportunities")
A first half worth forgetting
Contrasting narratives are plausible and in play after a truly terrible six months for the markets
 "A first half worth forgetting")
Reflections of a US trip
There is positive sentiment for India, but in the short-term foreign selling will continue
 "Reflections of a US trip")
A recession in the US?
The inflation data over the coming six months will be critical
 "A recession in the US?")
Yield curve inversion: What next?
The party may not be over yet, but the markets globally are entering a dangerous phase
 "Yield curve inversion: What next?")
Fed hiking cycle: What next?
We may need to be prepared for greater volatility in asset markets and no Fed riding to the rescue to save markets
 "Fed hiking cycle: What next?")
A 'Quit India' movement
As foreign portfolio investors bail out, will domestic investors run out of ammunition too?
 "A 'Quit India' movement")
Year-end dilemma: Hold or fold?
It will depend on an investor's view of the long-term potential of the economy
 "Year-end dilemma: Hold or fold?")
The coming wave of shareholder activism
With investors beginning to ask the right questions, markets are set to change for the better
 "The coming wave of shareholder activism")
