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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.

Jan 14, 2014

Economics as antidote to corruption: What AAP fails to understand

Any amount of crusades against corruption without a fundamentally strong economic policy will not help bring down the root cause of corruption. Fighting the symptoms rather than the cause usually leads to a haphazard cure, which may not work in the long run.

Jan 7, 2014

Why NRIs should bet on rupee in 2014

NRIs have a problem – they want to invest in India but are overcome by the fear a rupee fall. India is attractive for them because the rupee interest rates are higher than those on the dollar and euro. #CAD #CurrencyWatch #general elections #Indian rupee #Inflation #Rupee

Jan 6, 2014

Dear Kejriwal, freebies further corruption, stop them first

The word 'free' corrupts the common man. It is the root cause of corruption not only in India, globally too. Free offers render an economy and its people uncompetitive. In the long term, such an economy will decline. #AAP #Arvind Kejriwal #New Delhi #NREGA #PSU #tax-free bonds #ThatsJustWrong

Jan 3, 2014

Five key challenges for the rupee in 2014

Five key challenges for the rupee are listed here. #CAD #Growth #Indian rupee #Inflation #Trade Deficit

Jan 2, 2014

Why outlook for rupee is positive in 2014

A strong rupee coupled with falling forward premium rates will make bonds attractive to FIIs leading to strong inflows into the debt market. FIIs have invested close to $1 billion in bonds in December 2013 and this trend is likely to continue in 2014. #Bonds #CurrencyWatch #Indian rupee #Rupee #rupee bonds

Jan 1, 2014

Five key challenges for equity investors in 2014

Equity investors have had a good run in 2013 with the Sensex and Nifty closing at close to record highs. Global equity investors have had an even better run than Indian investors with returns ranging from 57 percent for the Nikkei to 37 percent for the Nasdaq, 30 percent for the S&P 500 and 25 percent each for the Dow and the Dax. #Brazil #CAGR #China #Dax #equity #Eurozone #FII #GDP #Greece #Hong Kong #Ireland #Italy #Korea #NASDAQ #nifty #Nikkei #NPA #OnOurMind #RBI #S&P #Sensex #taper #US Federal Reserve

Dec 19, 2013

Big Ben effect: Sensex, Nifty, rupee all seen higher today

The Sensex and Nifty will benefit hugely from the Fed’s policy of a calibrated taper of asset purchases as will the Indian rupee. #Ben Bernanke #Federal Open Market Committee #Federal Reserve #MarketWatch #nifty #Sensex

Dec 18, 2013

Sensex, Nifty can end year at record highs if Fed taper is a non-event

The markets were well prepared for a rate increase and would have preferred one with a guidance. However, a no-rate hike with an uncertain guidance that it may take action on non-policy dates if the inflation moves higher will keep the markets edgy. #BSE Sensex #nifty #RBI #Repo rate #Stock Markets #tapering #US Fed

Dec 13, 2013

RBI policy: Will this be the last of the rate hikes?

RBI while raising the repo rate by 25bps in its December 2013 policy review may put on hold further rate increases until a new government unveils its budget. In the meanwhile, further economic slowdown coupled with vegetable prices easing (vegetable price rise of 60% has contributed much to high CPI inflation) could bring down inflation expectations. #CAD #CPI #IIP #Inflation #Interest rates #PolicyWatch #Raghuram Rajan #RBI