Akash Prakash
 "Akash Prakash")
Akash Prakash
Page 6 - Akash Prakash
Akash Prakash: A world of ice
Given the rise in populism globally, get ready for more fiscal support, which will lay the ground for inflationary pressures
Akash Prakash: India's equity returns story
There are good reasons to believe that India is at the start of a long period of growth for equities
Akash Prakash: A stabilisation in China
The revival in the economy is led by investment & growth in real estate, but the country is not yet out of the woods
Akash Prakash: A turn in the economy
Just when most investors were giving up, signs of a revival are growing
Akash Prakash: Be careful what you wish for
Caution is needed while going after wilful defaulters & cronyism
Akash Prakash: Credible but badly packaged
The market will breathe a sigh of relief that there was no change in the long-term capital gains tax, or that rumours of gift tax and estate duty re-appearing were plain wrong
Akash Prakash: China - consumers at the centre
There is uncertainty in most investors' minds as to whether China is transitioning to a new growth model or simply collapsing
Akash Prakash: Preparing for the December hike
There seems to be limited risk of the Fed raising rates repeatedly & rapidly, or of other central banks turning off the taps anytime soon
Akash Prakash: Too early to give up
In spite of growing disillusionment, there is still enough time for the Narendra Modi government to turn things around
Akash Prakash: China - slowing or stalling?
The Chinese economy is not collapsing, it is shifting to different growth drivers which the old metrics used to judge it do not pick up
Akash Prakash: China is not a disaster
The world economy's growth engine is slowing, but not collapsing
Akash Prakash: Not a time to panic
We are entering a period of turbulence, but you can profit off that volatility
Akash Prakash: A week in India
The government has a plan to turn around the economy
Akash Prakash: Musings on earnings
Unless we see a pickup in public spending, the capex cycle will not revive, and without that, earnings will not accelerate
Akash Prakash: A world without policy lifeboats
It is six years since the financial crisis. If another hits soon, the world has no tools left to deal with it
Akash Prakash: Exit FIIs, enter Indians
Yes, foreign institutional investors can't stay over-invested in Indian equities - but domestic investors are ready to pick up the slack
Akash Prakash: A test of conviction
There are clear cracks in the case for short-term bullishness on India - but the longer term still looks hopeful
Akash Prakash: The dollar consensus
Most are convinced the dollar will keep strengthening - so it's useful to ask: could they be wrong?
Akash Prakash: For US equities, good days are ending
Money will flow to Europe, Japan - and the emerging markets, including India
