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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.

Feb 24, 2014

If growth continues to falter, RBI will have to bail out govt and its banks

It is a Catch-22 situation for the RBI. It cannot loosen its guard against inflation; at the same time if the economy falters further, it will face difficulties in managing govt borrowing and bank NPAs

Feb 19, 2014

Entering a debt trap? New govt will be hard-pressed to pay back bond investors

The government has budgeted for bond redemptions of Rs 900 billion but bonds maturing in fiscal 2014-15 that are coming up for redemptions is Rs 1567 billion. How is the difference of Rs 667 billion (Rs 1567 billion - Rs 900 billion) accounted for?

Feb 18, 2014

Vote-on-Account 2014-15: 80 percent of borrowings go only to pay interest

The government hopes to achieve a lower fiscal deficit target through revenues coming in higher than expenditures.

Feb 17, 2014

FY15 borrowing lower but next govt will struggle to keep fiscal deficit at 4.1%

In projecting a lower fiscal deficit, the government is working on the assumption of a broad pick-up in the economy

Feb 17, 2014

Market is not looking at Budget 2014 but next government for gains

The Sensex and Nifty could go back to record highs on expectations of NDA led government at the center while bond yields are likely to stay ranged given worries of borrowing for next year and fiscal year end liquidity conditions #Budget2014 #Chidambaram #interim budget #NDA #nifty #Sensex #Stock market

Feb 13, 2014

Fed normalizing rates is good for markets but when will Yen actually bite the bullet?

The question is, will the Fed be forced to raise rates sooner than later? Will labour markets look up and will inflation trend higher? This is an important question for economies around the globe as markets when it starts factoring in rate hikes by the Fed can cause an upheaval in asset classes. Unprepared emerging economies will be the worst hit with outflow of capital, fall in currency values and rise in bond yields
#Budget2014 #Chidambaram #interim budget #NDA #nifty #Sensex #Stock market

Feb 10, 2014

Selling a house to buy a car: Why UPA’s indulgence is nonsensical

In 2013-14, the government is compensating for a revenue shortfall by cutting plan expenditure and selling or milking its assets #Budget2014 #Chidambaram #interim budget #NDA #nifty #Sensex #Stock market

Feb 6, 2014

The big loot: How govt borrowed Rs 24 lakh cr and pushed up inflation

The next government should learn form the mistakes and take steps to bring down government borrowing and inflation #Budget2014 #Chidambaram #interim budget #NDA #nifty #Sensex #Stock market