'India may never fully participate in the AI hype cycle, but we can position ourselves to benefit from its inevitable disenchantment and the cycle of disillusionment,' alerts Akash Prakash.
You can't be the second-most expensive market in the world and deliver just 10 per cent EPS growth, points out Akash Prakash.
Many promoters still consider the cash in the company as their money and are averse to sharing this pie with minority investors, points out Akash Prakash.
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.
Could it have been more reformist? Of course, but this is an election year Budget, observes Akash Prakash.
Expect heightened volatility and stress to hit the markets. Caution may be the need of the hour, alerts 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.
Indian equities are poised for good years, so stay invested even through a few sharp corrections.
Akash Prakash argues the changes needed to revive growth will happen, whether the BJP or anyone else comes to power in 2014.
Investors are willing to wait to give a new government a chance.
Winding down quantitative easing will be messy for the West and a big problem for India.
The building blocks of a sustainable and significant market rise are in place.
Companies, bankers and experts have all given up hope of an economic recovery
Some commentators now expect the current account deficit for this year to drop below $70 billion.
If investors decide that US equities are good value, the consequences for the Indian market will be dire.
Given the all-pervasive air of negativity hanging over the country, it is tempting to try and construct a contrarian viewpoint
Markets are assuming that by the second half of 2021, the world will be approaching some type of normalcy, points out Akash Prakash.
India has no god-given right to foreign capital.
The Budget arithmetic seemed to be more realistic this time, though the final 5.9 per cent fiscal deficit will be more like 6.1 per cent for this year, and the target for 2012-13 of 5.1 per cent may be more like 5.3 per cent.
The broadening of the market rally sends the signal that growth will be broad-based, observes Akash Prakash.
The bottom line is that one should stay invested and not get spooked out of one's equity holdings, says Akash Prakash.
The political mood seems to have changed in most Organisation for Economic Cooperation and Development capitals, and it would be very difficult for any government to justify new stimulus measures in today's environment. Public pressure to reduce government budget deficits and minimise public debt burdens is growing across the developed world.
The government has to realise that at some stage it will have to deliver on big ticket items.
The time has come to seize the opportunity and convince investors that UPA means business, says 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.
'Once the lockdown is lifted, we will need the mother of all fiscal and monetary policy support to sustain the economy,' advises Akash Prakash.
A total of over $6 bn has flown into India through ETFs, making this equivalent to the largest country funds
Are we seeing a replay of March 2000? What are the similarities and differences and how worried should we be, asks 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.
Just when stocks are seen as invincible, we should worry, warns 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.
'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.
Indian companies seem to be trailing behind. They will have to catch up by reskilling the workforce and ramping up investments.
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.
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