Page 3 - Akash Prakash

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

Reflections of a US trip

There is positive sentiment for India, but in the short-term foreign selling will continue

A recession in the US?

The inflation data over the coming six months will be critical

Yield curve inversion: What next?

The party may not be over yet, but the markets globally are entering a dangerous phase

Fed hiking cycle: What next?

We may need to be prepared for greater volatility in asset markets and no Fed riding to the rescue to save markets

A 'Quit India' movement

As foreign portfolio investors bail out, will domestic investors run out of ammunition too?

Year-end dilemma: Hold or fold?

It will depend on an investor's view of the long-term potential of the economy

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