You are here:
Arjun Parthasarathy
Close(x)
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 www.investorsareidiots.com . The website is for investors who want to invest in the right financial products at the right time.

Oct 14, 2013

Food is killing growth in India and China

IMF has pegged India’s fiscal 2013-14 GDP growth at 3.8 percent levels while the government and the RBI are placing growth at 5 percent and above levels. #China #Consumer price index #Economy #HowThisWorks #IIP #India #Inflation #RBI #Rupee #Wholesale price index

Oct 11, 2013

Festive cheer: Sensex, Nifty are poised for record highs this Diwali

The Sensex and Nifty are poised for record levels this Diwali, three years since the indices touched record levels around 2010 Diwali. The Sensex and Nifty are trading at levels of 20,500 and 6100 as of 11th October 2013, off by 2.3% and 3.5% from record levels of 21004 and 6312 seen on the 5th of November 2010. #Diwali #Global bonds #Indian rupee #MarketWatch #nifty #Sensex

Oct 11, 2013

Don’t give credit to govt, RBI for lowering CAD

Has the government and RBI only managed to reduce the CAD by imposing curbs on gold and silver imports? #Current Account Deficit #Gold #imports #Indian rupee #InMyOpinion #Reserve Bank of India #silver #Trade Deficit

Oct 8, 2013

Fed unlikely to taper off asset purchase before early 2014

The Fed can afford to wait for a few more months to start tapering down its asset purchase programme. #Ben Bernanke #Economy #HowThisWorks #Marginal Standing Facility #RBI #US Federal Reserve

Oct 4, 2013

This love-hate relationship with FIIs is clearly overdone

FII should be looked at as a class of investor whose behaviour is no different from any other investor class. #Bonds #Domestic investors #equity #FII #Indian rupee #MarketWatch #Sensex #stocks

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
LIVE