Page 7 - Akash Prakash

Akash Prakash: Manage your Budget expectations

A 1991-style big-bang Budget is not realistically likely - but here's the minimum that most investors expect to see

Akash Prakash: It's all about earnings

Normally, analysts are too bullish on earnings forecasts - but the opposite will hold true for India this year

Akash Prakash: Look now to domestic investors

Foreign institutional investors will not bail out Indian markets in 2015

Akash Prakash: Oil at $60 isn't all positive

The global implications of falling oil prices are largely positive - but that doesn't mean that there aren't some risks, too

Akash Prakash: Debunking two worries

Are India stocks over-owned? And are they too expensive?

Akash Prakash: RBI should wait to cut interest rates

It is just building credibility as an inflation-fighter, and should not cut rates at the first sign inflation is easing

Akash Prakash: Preparing for a stronger dollar

The reasons the dollar is up are structural - and it may underpin a revival of the India story

Akash Prakash: The cycle turns

The author warns that India risks complacency - why go after the hard, politically difficult stuff when growth is rebounding anyway?

Akash Prakash: Bond bears are wrong

It is not rising yields that will torpedo the bull market in financial assets

Akash Prakash: Not the only game in town

India needs to up its game, because the other emerging markets are upping theirs

Akash Prakash: The end of illusions

Investors' enthusiasm is waning as they sense the new government is not interested in second-generation reforms

Akash Prakash: Short on vision, long on detail

Akash Prakash: Don't underestimate domestic investors

Strong equity flows from domestic institutions, not foreign inflows, will be the real driver of the expected bull rally

Akash Prakash: A secular bull market?

Indian equities are poised for good years, so stay invested even through a few sharp corrections

Akash Prakash: Through the valley of weak earnings

After the elections, equity will look expensive, but it would be a mistake to bail out early

Akash Prakash: This rally is real

Investors are willing to wait to give a new government a chance

Akash Prakash: Is it time for the bears?

There is no reason to suppose that a bear market for US equities is imminent

Akash Prakash: India's huge vulnerability

If foreign investors finally become disenchanted with the India story, the market will be in real trouble

Akash Prakash: The state bank story

The author says foreign investors did not lap up the new SBI issue because of deeper worries about public sector banks

Akash Prakash: Is deflation the real threat?

If the global economy is slipping towards deflation, then recovery in the West may not be assured