Have the markets already played out their dynamics before the economy has even properly taken off? Are we now destined for a period of mediocre returns despite a strong economy? asks Akash Prakash.

Expect heightened volatility and stress to hit the markets. Caution may be the need of the hour, alerts Akash Prakash.

Could it have been more reformist? Of course, but this is an election year Budget, observes Akash Prakash.

It's the first time in my memory that I have seen a negative expected return for equities, notes Akash Prakash. Hopefully, this implies the consensus is being too negative, and markets, as usual, will surprise everyone and deliver the least likely outcome.

Since October, FPIs have sold over $26 billion worth of stocks, which is the largest selling ever seen in India, observes Akash Prakash.

The fundamental debate remains where you stand on the long-term growth question. That is what every investor must monitor and come to their own conclusions, suggests Akash Prakash.

The market price action seems to point in this direction. Let's hope we finally break out. It is about time! asserts Akash Prakash.

Zomato has the potential to be an equally important milestone for Indian equity markets, notes Akash Prakash.

After years of disappointing growth, the economy and the markets are poised for a breakout, notes Akash Prakash.

Markets are assuming that by the second half of 2021, the world will be approaching some type of normalcy, points out Akash Prakash.

The broadening of the market rally sends the signal that growth will be broad-based, observes Akash Prakash.

It is not clear as to whether we are in a bubble in technology stocks. What is clear, however, is that there is no reason why this potential bubble will pop anytime soon, notes Akash Prakash.

Are we seeing a replay of March 2000? What are the similarities and differences and how worried should we be, asks Akash Prakash.

'Once the lockdown is lifted, we will need the mother of all fiscal and monetary policy support to sustain the economy,' advises Akash Prakash.

'If India can only grow at 5%, why bother spending time on the country?' asks Akash Prakash.

There are also signs that the private sector investment cycle is slowly coming back, as capacity utilisation figures across industry continue to slowly creep up. A pickup in investments will front load profitability, says Akash Prakash.

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.

'The pressure on relative performance and the feeling of being left out among many investors may also account for the belief among many that this has to be a technology stock bubble.' 'The feeling of a bubble is also reinforced by the extreme performance gap between growth and value investing.' 'While at first glance, one can only stand back awestruck by the wealth creation delivered by technology stocks globally. It does not seem at all like the internet bubble of 1999-2000, says Akash Prakash.

'My sense is that we should be braced for a correction.' 'It has already begun in the mid-caps for the past month, and will now spread to larger stocks as well.' 'Use the correction to upgrade the quality of your portfolio,' advises Akash Prakash.

Just when stocks are seen as invincible, we should worry, warns Akash Prakash.