A strengthening dollar, rising interest rates, tightening liquidity and a surge in oil prices - all are combining to create a toxic atmosphere for EM assets, says Akash Prakash. EM (emerging......
If the economy gains momentum, that is a big positive for markets, given the strong macro of low inflation, falling rates, and a stable rupee, says Akash Prakash. Investors have been calling for a......
There seems to be limited risk of the Fed raising rates repeatedly & rapidly, or of other central banks turning off the taps anytime soon, says Akash Prakash. It is by now quite clear that in all......
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, says Akash Prakash. Image: China is emerging from the......
The projected revenue targets seem unrealistic (tax revenue is already down to single-digit growth) and the revenues projected from disinvestment and spectrum sale are nowhere in sight, notes Akash......