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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.

May 28, 2013

Market rally: Why you should forget gold and buy equities instead

The bulls are saying fundamentals are improving while the bears are saying cheap liquidity will vanish. Bulls are buying while bears are waiting to buy gold that has crashed by 26 percent from highs seen in 2011. Are the market bulls over optimistic? What should you do? #equity markets #Gold #liquidity #nifty #Sensex #SmartMoney

May 20, 2013

It’s not just equity: Why India is best of BRIC right now

The rise in Sensex and Nifty is not to be ignored especially given the poor performance of India’s peers and given the strong performance of developed economy indices #BRIC #China #India #Rupee #Russia #Stock market #TheExplainer

May 15, 2013

Inflation indexed bonds on 4 June: Here’s what you need to know

The 1997 IIB issuance was in the form of Capital Index Bond (CIB), where only the principal repayment was indexed to inflation. The current CIB version of IIBs will protect interest payment as well as principal repayment from inflation. #CPI #Inflation-Indexed Bonds #PersonalFinance #WPI

May 15, 2013

Explainer: A strong US dollar is good for India

The trend of rising equities and falling bond yields will continue. India will see Sensex and Nifty rising and ten-year bond yield falling on the back of the USD strength. #Bonds #ConnectTheDots #Dollar #Inflation #Investing #Rupee #Sensex #Stock market

May 10, 2013

5 reasons why bulls are back in govt bond market

Domestic bond market participants have turned bullish on government bonds as seen by record high volumes. #Bonds #ConnectTheDots #Dollar #Inflation #Investing #Rupee #Sensex #Stock market

May 4, 2013

Why the rupee will strengthen by 10% against the US$

The expected improvement in CAD, fiscal deficit and the fact that it fell too much in 2012-13 will enable the Indian rupee to gain against the dollar this year #Dollar #Economy #INR #Rupee #Rupee-dollar rate #Smart Money

May 3, 2013

RBI policy: Why there’s high probability of more rate cuts

RBI is clearly keeping market expectations low on further policy actions but going by its estimates for growth, inflation and monetary aggregates, there is high probability of more rate cuts going forward. #Economy #Monetary policy #Rate Cuts #RBI #Stock Markets #TheContrarianView

May 1, 2013

Where to put your money now: GOI bonds and equity

2013-14 will yield good returns on government bonds, and reasonable returns in equity. The rupee will strengthen and equity will boom after 2014 polls #govt bonds #nifty #rupee-dollar #Sensex #Smart Money

Apr 27, 2013

Manappuram Fin NCDs: High yield with high credit risk

The company’s stock price has collapsed by 80 percent since July 2011 after a 12-fold rise during 2008-11. #CompanyWatch #Manappuram Finance #NCD

Apr 26, 2013

P Chidambaram, Narendra Modi are Sensex 40,000 PMs

The FM has been doing the right things in the last six months by taking tough decisions on subsidies, FDI, government spending and deficits, while Modi is seen as an out and out capitalist. #Chidambaram #Industry #InMyOpinion #Investing #investors #markets #Narendra Modi #Sensex