Page 4 - Akash Prakash

The coming wave of shareholder activism

With investors beginning to ask the right questions, markets are set to change for the better

The foreign stimulus

With foreign money pouring into the start-up universe, the economy may finally get the stimulus that the government was unable to provide

Zomato listing: An Infosys moment?

The flood of money gushing into start-ups is a seminal moment for the markets, even if all this new capital is burned

US market exceptionalism

A bet on US outperformance is a bet on tech, which is near the end of its own hype cycle

On the horizon: A semiconductor war

As a global shortage of semiconductor looms, it would make sense for India to focus on chip design rather than manufacturing

Board rules for fair play

Corporate India may not be too thrilled, but Sebi's proposals on independent directors are good for India's governance credentials

A change in direction

After years of disappointing growth, the economy and the markets are poised for a breakout

Investors have little to complain

The government shows its intent to continue with reforms

Is there a bubble in financial markets?

Markets are past the phase of multiple expansion driven by ultra-easy financial conditions

Will the bull keep running?

The global setting is perfect for equities, but investors should have one eye on factors that could rattle the markets

Only time will tell who is right, bullish markets or bearish commentators

Even if investors disagree, they must not dismiss the signals the markets are sending

Significance of China's net-zero target

Its carbon pledge is a massive financial and technological undertaking. India must prepare for energy transition too

Another tech bubble?

Tech stocks are booming and the rally shares several features with the dotcom bust of 2000

The problem of scale

There is room for consolidation in India, but we need to guard against concentration of power

A global perspective on innovation

India's technology spend does not reflect the true picture. It has the talent to become a research powerhouse

Worrying signals from the markets

Investors are getting increasingly concerned about the extent of capital issuance in the financial sector

The logjam of risk aversion

Banks need sovereign support to lend to non-AAA borrowers in the wake of the Franklin crisis

Economy needs more govt support

Lockdown was a brave decision. Now, policy-making requires a similar display of boldness

A week with investors

India is well-positioned to benefit from a slowing China, provided it drives a growth and reform agenda

Big bang steps

With fiscal and monetary levers being pulled simultaneously, expect economic growth and corporate profit to accelerate