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Arjun Parthasarathy

Arjun Parthasarathy has spent 20 years in the financial markets, having worked with Indian and multinational organisations. His last job was as head of fixed income at a mutual fund. An MBA from the University of Hull, he has managed portfolios independently and is currently the editor of www.investorsareidiots.com . The website is for investors who want to invest in the right financial products at the right time.

Jul 11, 2014

Budget 2014: How the FM has penalised bond fund investors

The new tax law has however clubbed all non-equity schemes along with FMPs. #Arbitrage #Bond #Budget 2014 #FMP #Mutual Funds

Jul 10, 2014

Budget 2014: No fast buck, patience key for indices to reap returns

The Union finance minister had just over a month to prepare the budget for 2014-15 and given the time constraints, there has not been any major announcements except for intent on a strong macro economic framework. #Arun Jaitley #Bonds #Budget 2014 #fiscal deficit #GDP #HowThisWorks #Indian rupee #Investing #nifty #RBI #Sensex #Stock market

Feb 18, 2014

Vote-on-Account 2014-15: 80 percent of borrowings go only to pay interest

The government hopes to achieve a lower fiscal deficit target through revenues coming in higher than expenditures. #Arun Jaitley #Bonds #Budget 2014 #fiscal deficit #GDP #HowThisWorks #Indian rupee #Investing #nifty #RBI #Sensex #Stock market

Feb 17, 2014

Not interim budget 2014 but next govt will take Sensex to record highs

The Finance Minister P Chidambaram will present the interim budget for 2014-15 today. The markets have a fair idea of what is to be expected in the budget. Economic growth at 4.9% for fiscal 2013-14, fiscal deficit at 4.65% of GDP and current account deficit at below 3% of GDP. The interim budget by itself will not cause any movements in markets.
#Arun Jaitley #Bonds #Budget 2014 #fiscal deficit #GDP #HowThisWorks #Indian rupee #Investing #nifty #RBI #Sensex #Stock market

Feb 17, 2014

Market is not looking at Budget 2014 but next government for gains

The Sensex and Nifty could go back to record highs on expectations of NDA led government at the center while bond yields are likely to stay ranged given worries of borrowing for next year and fiscal year end liquidity conditions #Budget2014 #Chidambaram #interim budget #NDA #nifty #Sensex #Stock market

Jan 28, 2014

Surprise rate hike: Here’s why RBI move will be cheered

RBI’s inflation targeting should be consistent over the long term. Any move away from the inflation target would mean question marks on the central bank’s independence and bond markets would get nervous and confused. #Bond market #ConnectTheDots #CPI #Dalal Street #Inflation #Raghuram Rajan #Rate hike #Repo rate #Reserve Bank of India #WPI

Jan 27, 2014

Commodity-driven economies are tanking but this is good for India

conomies from Brazil to Russia are really under pressure as their economic growth has fallen sharply on the back of lower commodity prices and on the back of China, the world’s largest consumer of commodities, seeing its economic growth come off from double-digit levels to 7.7% for 2013. #Argentina #Brazil #China #India #Indian rupee #Peso #Russia #TheLongView

Jan 22, 2014

RBI’s QE – Rs 585,000 cr over the last six years

BI has infused Rs 5850 billion into the system but the market is still borrowing money from the RBI to meet its daily requirements and has been doing so for the last three plus years. It is big question that neither the market nor the central bank seems to have an answer. #Bond market #HowThisWorks #OMO #Quantitative easing #RBI

Jan 21, 2014

Why new interest rate futures contracts will be a hit among investors

The IRF 2014 version opened on the NSE on 21 January and is clocking volumes of over Rs 400 crore in about initial two hours of trading. The IRF will open on the BSE on 28 January. Volumes are likely to shoot up as the IRF trades on all exchanges. #Benchmark bond #BSE #ConnectTheDots #FII #govt bonds #Interest rate #IRF #nifty #NSE #Sensex

Jan 18, 2014

Commodity prices are weak; adjust your equity portfolios

Commodities could look up when global economic growth picks up on a sustained basis and when inflation starts to look up in the developed economies. However, as of now that does not seem to be the case and commodities as an asset class will be underperformers. #BRIC #China #Commodity market #ConnectTheDots #Rupee #Stock market