We are entering a period of turbulence, but you can profit off that volatility.
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.
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.
Many macroeconomic forecasters have built predictive models on inflation, all of which highlight intense downward pressure on prices.
Money will flow to Europe, Japan - and the emerging markets, including India.
History would indicate that a recession is not that far off.
Markets are likely to go down, correct and stay subdued.
A stable dollar will at minimum reduce incremental cross-currency pain for Indian cos.
Finance minister Arun Jaitley has delivered a Arun Jaitley delivered a bold, far sighted budget
Most expect the Budget to be path-breaking.
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.
Its time the RBI, govt pushes reforms to boost global investment
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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.
Money is being released and the government knows it will have to front-run private investment.
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The catalyst is the run on emerging market equities, but many investors are just tired of waiting for India to get its act together.
The Indian government and RBI must keep foreign equity investors happy and avoid crushing growth expectations, notes Akash Prakash.
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