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Arjun Parthasarathy

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 . The website is for investors who want to invest in the right financial products at the right time.

Oct 1, 2013

CAD worries wane: Why rupee will appreciate now

The blame for the rupee's freefall was largely attributed to concerns over India's wide current account deficit (CAD). India's CAD for 2012- 13 was 4.8 percent of GDP, the highest on record for a full fiscal year.

#CAD #Capital flos #Current Account Deficit #exports #GDP #gold imports #imports #Indian rupee

Sep 26, 2013

Dear FM, Seventh Pay Commission will only help you lose votes

A sudden shock in the global markets can easily take rupee can easily go back to its lows. This could be either the Fed cutting its asset purchase programme faster than expected or geopolitical tensions in the Middle East spiking oil prices globally. #current account deficits #FII #Indian rupee #InMyOpinion #P. Chidambaram #Seventh Pay Commission #US Federal Reserve

Sep 24, 2013

Raghuram Rajan’s real tightrope walk is in bond market

The market is struggling with the restriction on banks' access to the LAF window for funds, which the RBI has, as part of its efforts to tighten liquidity and defend the rupee, capped at 0.5 percent of individual bank's deposit. #Bond market #ConnectTheDots #Marginal Standing Facility #Open market operations #Raghuram Rajan #RBI

Sep 20, 2013

Decoding RBI policy: Economy can’t handle such low rates

Dr Raghuram Rajan in his first policy statement has made clear his views on interest rates, inflation and the Indian rupee. #ConnectTheDots #Indian rupee #Inflation #PolicyWatch #Raghuram Rajan #RBI #Repo rate

Sep 20, 2013

Rajan relieved as Fed paves way for RBI to roll back liquidity measures

the reason for rallies in domestic equities, currency and bonds are that FII's will pump in money into the market and that the RBI will roll back liquidity measures. #Indian rupee #MarketWatch #nifty #Sensex #US Federal Reserve

Sep 19, 2013

Fed stimulus: India needs US crutch to stay standing

The Fed's primary aim is to address inflation and unemployment in the US and its policies are geared to that end. Unfortunately for the rest of the world, the Fed's actions have a knock on effect globally as the USD is the reserve currency of the world. #Bonds #Brazil #China #Dollar #Fed Reserve #India #Indonesia #INR #Rupee #USD

Sep 17, 2013

Rajan’s biggest headache: Govts are driving up food prices

The central and state governments have made sure that there is absolutely no incentive for anyone to work the fields. The most common complaint amongst farmers in India is the lack of labour and the cost of labour. Why should anyone work hard in the fields when the government is providing everything free?

#food inflation #Inflation #Raghuram Rajan #ToWhatEffect

Sep 10, 2013

Rupee at 63.8: 5 reasons why the worst is over for rupee

The INR will not strengthen because India has a new RBI governor. Rajan can only take decisions that will be USD inflow positive such as opening a swap window for FCNR (B) deposits for banks or allowing easier access to USD funds for domestic borrowers #CurrencyWatch #Indian rupee #Rupee #Stock market

Sep 5, 2013

Markets welcome Raghuram Rajan with open arms

It is not a pleasant time to take over the reigns of the RBI, but it definitely is a great time to help steer the country out of the woods. #Indian rupee #nifty #Raghuram Rajan #RBI #RBI Governor #Sensex #WhatNext

Aug 28, 2013

Rupee at 68: Why RBI should reverse its illogical measures

The RBI has no reason to continue with its tight liquidity policy that it introduced on the 15 July when the rupee was trading at levels of around 60. #Bond market #BSE Sensex #Food Security Bill #Indian rupee #InMyOpinion #PolicyWatch #RBI policies #Syrian crisis