Markets are assuming that by the second half of 2021, the world will be approaching some type of normalcy, points out Akash Prakash.
MP-MLA court magistrate Shobit Bansal awarded the three the maximum seven-year sentence.
The broadening of the market rally sends the signal that growth will be broad-based, observes 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.
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.
Just when stocks are seen as invincible, we should worry, warns 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 ruling BJP-led coalition ended Samajwadi Party leader Azam Khan's over four-decade dominance in Rampur with its ally Apna Dal-Sonelal winning the Suar assembly by-election by a margin of 8,724 votes.
'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.
Determining the direction of the dollar in Trump's America will be more critical for asset allocation than getting your call on interest rates right, says Akash Prakash.
Indian companies seem to be trailing behind. They will have to catch up by reskilling the workforce and ramping up investments.
Most analysts had predicted a decline in real estate fixed asset investment.
As for structural reform, there are signs if one looks hard enough.
Even US equities are now back to end-2014 levels.
It is by now quite clear that in all likelihood the US Federal Reserve will hike interest rates in its next meeting in mid-December.
Expectations were probably too high from Narendra Modi.
The Chinese economy is not collapsing, it is shifting to different growth drivers which the old metrics used to judge China do not pick up.
'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.
The journey for 24-year-old Akash Anand would be much tougher, because dynastic succession goes against the grain of Dalit politics that B R Ambedkar founded.
The assault on the engineer came days after a Bharatiya Janata Party legislator assaulted an official with a cricket bat in Madhya Pradesh.
While demonetisation will benefit the organised sector, the government has to find a way to channel the upcoming revenue buoyancy towards job creation to balance out job losses in the informal sector, says Akash Prakash.
The accused sexually assaulted the 20-year-old woman, who got married recently and was coming to settle in Mumbai. When the woman's husband tried to save her, he was also assaulted by the accused, a Government railway Police official said.
Indian IT giants are outstanding companies with great management teams, but they have been held hostage by their past success.
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.
The clean-up process begun by the Reserve Bank of India runs the risk of spiralling out of control.
Most expect these bubbles to break in short order and cause serious financial pain to anyone who's foolhardy enough to remain invested in financial assets.
Given the 18-day government shutdown in the US and the likelihood for continued wrangling between the Democrats and the Republicans, it now looks like tapering may be off the table till the first quarter of 2014.
History would indicate that a recession is not that far off.
Elliott Capital's letter to Cognizant, detailing how the latter can reinvent itself, has many lessons for its India-listed peers like TCS and Infosys, says Akash Prakash.
Markets are likely to go down, correct and stay subdued.
Finance minister Arun Jaitley has delivered a Arun Jaitley delivered a bold, far sighted budget
Most expect the Budget to be path-breaking.
Its time the RBI, govt pushes reforms to boost global investment
In a statement, the Federation of Resident Doctors' Association said the decision has been taken in view of the developments in the last few days in connection with the issue, and the death of chief of defence staff General Bipin Rawat and others in a helicopter crash on Wednesday.
In the video clip that has gone viral on the social media, Rane and Kankavli Municipal Council president Samir Nalawade are purportedly seen tying Deputy Engineer Prakash Khedekar of the National Highways Authority of India to the railing of a bridge and pouring buckets of mud on him.
The catalyst is the run on emerging market equities, but many investors are just tired of waiting for India to get its act together.