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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.

Dec 13, 2013

Markets will be swinging till May 2014: How to gear up for volatility

Given that equities are at record highs in India and many parts of the globe, the volatility will be high with wild swings in markets. At times of volatility, it is best to lower risk in your portfolios. #investor profile #investors #markets #nifty #Portfolio #Sensex #stocks

Dec 11, 2013

Rs 210,000 cr: That’s how much money RBI has printed in 3 months

The $34 billion swap arrangement offered by the RBI to banks has resulting in the printing of more than Rs 2,10,000 crore in rupee. Will this boost inflation? #Dollar-Rupee Swap #Easy Money #FCNR(C) #NRIs #RBI #ToWhatEffect

Dec 10, 2013

BJP win lifts markets, but road to economic recovery may be long

The function of the markets is to believe what it wants to believe. A bear market factors in only the worst even if there are some signs of turning around. A bull market factors in the best, even if the signals are unsustainable. #BJP #Economy #GDP #Indian rupee #Lok Sabha elections #Stock market #tax revenue #ToWhatEffect

Dec 9, 2013

Just chill! Fed taper is more positive than negative for India

The reason is that a stronger US economy will lead to the Fed lowering and stopping its $85 billion a month bond purchase programme in the coming months. #Ben Bernanke #Federal Reserve #Inflation #Janet Yellen #rate guidance #ToWhatEffect #United States

Dec 6, 2013

Holding strong at 61.6: Rupee will see a sharp rally this month

Increased risk appetite amongst global investors would lead to inflows into Indian bonds and equities. #Indian rupee #State elections #tapering #US Dollar #US Fed

Dec 6, 2013

Exit polls: UPA’s economic scorecard shows why Sensex favours BJP

On an overall basis, despite GDP growth and rise in value of asset prices, the UPA government performance has been well below par on all counts. Markets want a government that could improve the overall performance of the economy. #BJP #BSE #Narendra Modi #nifty #Sensex #Stock market #UPA

Dec 5, 2013

RBI is losing $1.2 bn a year on deposit swap window

The swap window has attracted $34 billion of deposits (RBI has not given split of banks overseas borrowing and FCNR B swap). What is the cost to the central bank on the swap? #Deposits #Dollar swap #Indian Markets #Indian rupee #RBI #US Dollar

Dec 3, 2013

Sensex near 20,900: Should you go short or long on equities into the elections?

The correct way to answer the question “should one be invested in equities?” is to ask two more questions that are what is the risk of being invested in equities and what is the risk of not being invested in equities going into calendar year 2014. #Elections #Fed taper #MarketWatch #nifty #Sensex

Nov 28, 2013

Is India under threat of a real estate bubble burst?

Banks have direct and indirect exposure to real estate. When the bubble bursts, they are left holding worthless piece of collateral. Banks fail leaving depositors in the lurch and the whole financial system collapses if the government and central bank do not step in and bail them out. #Banks #NPAs #Real estate bubble #ToWhatEffect

Nov 22, 2013

Inflation is killing real estate: Why property is a poor investment choice

The argument that real estate is a good hedge against inflation does not hold true at all. In fact it is the other way around, high inflation is the worst condition for real estate prices to rise #bank #Home Loans #Inflation #Interest rates #property #Real estate #ToTheContrarty