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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.

Nov 18, 2013

When it comes to financial sector, India is way ahead of China

The banking system in India is well regulated and banks’ reporting standards, reserve ratios and capital adequacy hold the system strong even in the face of adversities such as the global financial market collapse in 2007-08. #Banking #China #financial system #India #InMyOpinion

Nov 11, 2013

Rupee at 63: Why it may gain from ECB’s rate cut

The rupee has been hit by inflation and current account deficit that touched record highs of 4.8 percent of GDP in 2012-13. The markets have not favoured the rupee despite the interest rate differentials between India, the US and Eurozone. #CurrencyWatch #ECB #Indian rupee #Inflation #RBI

Nov 6, 2013

Great Indian retail battle: Online is where the money is

Online retailers cannot indefinitely run on losses and at some point in time pricing will stop becoming predatory. However, until then it will drive many out of business as the cost of brick-and-mortar business makes doing business unviable. #Amazon #Dotcom #InMyOpinion #Online retail #Online shopping #Twitter

Oct 31, 2013

Sensex new high: It’s a bust cycle, spot next bubble to make money

E-commerce is definitely a bubble building and it remains to be seen at what stage the bubble is in – very early, early, growing or peaking out stage. #MarketWatch #nifty #Sensex #Stock market #stocks

Oct 29, 2013

RBI rate hikes = 21,000 Sensex: What happened this time

Equities are either ignoring growth and inflation risks or are factoring in something that the bond market is not, given that the Sensex and Nifty are close to record highs. #nifty #Raghuram Rajan #RBI #Sensex #Stock market

Oct 28, 2013

Growth or Inflation? Myriad questions RBI faces ahead of policy review

The bond market is certain that the central bank will increase its repo rate by a 25 basis points to 7.75 percent, but when it comes to liquidity, it has no clue as to what the RBI’s actions would be. #Bond market #Inflation #liquidity #Marginal Standing Facility #PolicyWatch #Raghuram Rajan #RBI #RBI Policy review #Repo rate #Rupee

Oct 25, 2013

Euro hitting 2-year high against dollar good news for rupee

The rupee, which had weakened to record lows against the dollar in August, should gain comfort from the strong euro as it signifies rising risk appetite in the market. #CurrencyWatch #Dollar #Economy #Euro #Eurozone #IMF #Rupee #US Federal Reserve

Oct 24, 2013

Sensex at 21000: Staying away may not be the right thing to do

Investing abroad through mutual funds that run global schemes or directly into global equities is an option. However the INR at Rs 61 levels is down close to 25% over the last two years and may not really fall much further from hereon. If INR actually appreciates, you could lose out on the gains earned in foreign equities. #nifty #Sensex #Stock Markets

Oct 21, 2013

Wealthy NSEL investors like Akshaye Khanna deserve no sympathy

The cases of retail investors losing money in ponzi schemes are even higher than wealthy investors losing money in such schemes. In India, the Tamil Nadu police became so fed up with such scams that they threatened to arrest investors who invested in such promised high return schemes. #Financial Technologies #InMyOpinion #NSEL #Ponzi scheme

Oct 17, 2013

US govt debt is a risk but don’t fret over it

Everyday lives have to continue despite governments running high debt as unless there is a real, near term risk of default due to lack of money to pay creditors, the risk may only be on paper. The paper risk may exist for a long period of time, maybe for generations. Hence, selling all assets and buying gold or some other so called safe haven asset may never work in this generation or even the next. #United States #US Debt Ceiling #US government debt #US Senate #US shutdown
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