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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.

Mar 12, 2014

Investor activism against Suzuki a good start but will financial industry allow it?

Unfortunately the structure of financial services industry in India is not conducive for institutional investor activism. Maruti Suzuki itself is a good example of the incestuous nature of the financial services industry.

Mar 11, 2014

Why the rupee rally could cause pain to the next government

On the domestic front, the April 2014 elections could throw up unexpected results that may be seen as detrimental to the economy.

Mar 10, 2014

India’s Modi and Yahoo’s Mayer: Markets are hopeful but can they really deliver?

Can Modi take bold, strong decisions to get the country back on its feet? Will his coalition partners allow tough decisions? Will the economy react favourably to tough economic decisions? A lot of these questions need to be answered for the markets to stay convinced on India.

Mar 7, 2014

Sensex, Nifty at all time-highs: This is not the time to chase high beta stocks

Good companies with far sighted managements will continue to do well, focus on those and you will not get burnt in sentiment driven markets.

Mar 6, 2014

Sensex, Nifty end at all-time high: Is the market rally sustainable?

The question is, what if markets are disappointed on election results? Given higher levels on the Sensex, Nifty and INR, all should fall sharply before stabilizing. However until then it's the positive sentiments that will drive the markets.

Mar 6, 2014

Why is LIC term insurance premium 70% more than private insurers?

Life insurers are regulated by the IRDA and have strict capital norms. Most of them have partnerships with big global insurers. Hence credit risk to a private sector insurance company policyholder should ideally be low. On a pure credit risk aspect on insurers, LIC does not have a big advantage over private sector insurers.

Mar 6, 2014

Should you buy equities ahead of elections?

Given the positive factors and the uncertainty on the economy and elections, my opinion on whether you should buy equities going into the elections is yes, you should buy equities but be stock and sector specific and be prudent on weights of each stock in your portfolio.

Mar 3, 2014

Chinese yuan fall will divert FII flows to Indian rupee

Stable outlook for the rupee coupled with high interest rates will prompt arbitrage flows leading to the rupee strengthening against the dollar. The rupee's appreciation will further encourage arbitrage flows, a self fulfilling cycle that could take up the value of the rupee by a good margin.

Mar 3, 2014

Ukraine is not a worry for markets but sympathize and support its people

Ukraine citizens require sympathy and support rather than markets worrying about the country's impact on asset prices.

Feb 28, 2014

Number crunching: Why GDP growth is vital for India to service its debt

The government's debt is almost four times higher than its recurring revenues. How can it ever pay back its debtors or how can it even service the debt?