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Akash Prakash argues the changes needed to revive growth will happen, whether the BJP or anyone else comes to power in 2014
The building blocks of a sustainable and significant market rise are in place
China seems to be on the march once again. It has found a strong and decisive leader, who seems to be committed to markets and improving governance.
With valuations seemingly stretched and the equity rally being played till the very end, The author explains why the bears are worried
New highs in the equity market should not lead India's policymakers to believe that all is well
Hopes for India's long-term growth have never been lower, but the likelihood of that growth has never been higher
The turnaround in the markets will be short-term, absent major structural reform
The catalyst is the run on emerging market equities, but many investors are just tired of waiting for India to get its act together
Government and RBI must keep foreign equity investors happy and avoid crushing growth expectations
Companies, bankers and experts have all given up hope of an economic recovery
India is hugely vulnerable to a sudden stop in emerging market liquidity
Shakiness after the outflow from the Indian debt market shows how much power global investors have over the local economy
Winding down quantitative easing will be messy for the West and a big problem for India
Despite hopes, capital unleashed by Japan is unlikely to save emerging market assets
Returns elsewhere are so low, and risks so high, that Indian equities have a chance to shine
The hardest thing to do now is to interest an investor in Indian equities
If investors decide that US equities are good value, the consequences for the Indian market will be dire
Instead of being a high-savings economy, India sees people exiting the financial markets
Theories of an imminent structural shift towards equities and away from bonds are flawed