Page 2 - Akash Prakash

The China meltdown?

Despite significant challenges in its real estate sector, the financial markets are sending contradictory signals

A tidal wave of capital

With India poised to see a surge in domestic market inflows, the focus must shift to maximising the benefits for the economy

The investors' dilemma

In the midst of India's economic resurgence, investors are grappling with the challenge of deploying capital in a valuation-sensible way

Is a recession still on the cards?

Amidst the surprisingly strong market performance, investors are questioning the possibility of a recession in the US, but history suggests caution is still warranted

An extremely narrow advance

The global rally lacks breadth, with only a few tech stocks driving the surge. In contrast, India's market stands out as an exception

The de-dollarisation debate

There are reasons to be bearish on the greenback, but it is unlikely to lose the reserve currency status

An updated perspective on India

While markets could remain choppy and correct more, thought leaders in the investment world have turned positive

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

Dealing with next-gen listings

Investors are starting to realise that new-age companies are a completely different animal

A credible effort

The Budget makes all the right noises and avoids the temptation to be populist

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

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

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

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

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

Indian equities' persistent performance

Over the past 30 years, despite a difficult backdrop, equity market returns are striking

China's property bust holds lessons for India

India and China are on the opposite end of the economic cycle in real estate

A tribute to Rakesh Jhunjhunwala: His bullishness will be seen as prescient

Everything Rakesh foresaw for India will happen in the coming years

Green shift: Costs and opportunities

The tectonic changes underway in the energy ecosystem present the chance of a lifetime for investors

A first half worth forgetting

Contrasting narratives are plausible and in play after a truly terrible six months for the markets