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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.

Sep 19, 2013

Fed stimulus: India needs US crutch to stay standing

The Fed’s primary aim is to address inflation and unemployment in the US and its policies are geared to that end. Unfortunately for the rest of the world, the Fed’s actions have a knock on effect globally as the USD is the reserve currency of the world. #Bonds #Brazil #China #Dollar #Fed Reserve #India #Indonesia #INR #Rupee #USD

Sep 17, 2013

Rajan’s biggest headache: Govts are driving up food prices

The central and state governments have made sure that there is absolutely no incentive for anyone to work the fields. The most common complaint amongst farmers in India is the lack of labour and the cost of labour. Why should anyone work hard in the fields when the government is providing everything free? #food inflation #Inflation #Raghuram Rajan #ToWhatEffect

Sep 14, 2013

India is a buy: Six reasons why economy will strengthen from now

The current levels of the INR indicate that negatives will be more prominent but that is obvious. #China #CPI Inflation #Eurozone #food inflation #IIP #India #Indian rupee #Monsoons

Sep 10, 2013

Rupee at 63.8: 5 reasons why the worst is over for rupee

The INR will not strengthen because India has a new RBI governor. Rajan can only take decisions that will be USD inflow positive such as opening a swap window for FCNR (B) deposits for banks or allowing easier access to USD funds for domestic borrowers #CurrencyWatch #Indian rupee #Rupee #Stock market

Sep 5, 2013

Markets welcome Raghuram Rajan with open arms

It is not a pleasant time to take over the reigns of the RBI, but it definitely is a great time to help steer the country out of the woods. #Indian rupee #nifty #Raghuram Rajan #RBI #RBI Governor #Sensex #WhatNext

Aug 28, 2013

Rupee at 68: Why RBI should reverse its illogical measures

The RBI has no reason to continue with its tight liquidity policy that it introduced on the 15 July when the rupee was trading at levels of around 60. #Bond market #BSE Sensex #Food Security Bill #Indian rupee #InMyOpinion #PolicyWatch #RBI policies #Syrian crisis

Aug 27, 2013

Rupee at 66: Why ‘shorting India’ is the ‘in’ thing for hedge funds

India has provided great returns to bears across assets. Shorting India is making money now. The question is when will the tide turn? #CurrencyWatch #Hedge funds #nifty #Rupee Crisis #Sensex #Shorting India #WhyNow

Aug 22, 2013

Rupee hits 65 but India should stop panicking; Here’s why

The INR fall is actually positive for the country. Politicians will not take the economy for granted and harp on pro citizen policies that actually hurt the citizens the most. Subsidies, freebies and tax exemptions lead to inflation, falling economic growth and a worthless currency. #CurrencyWatch #Euro #Eurozone debt crisis #India #INR #investors #Rupee

Aug 21, 2013

Rupee hits 64: Five lessons from an avoidable man-made disaster

It is not going to be easy rescuing the rupee in the short-term, but the whole world can learn how not to deal with a currency crisis from our example #Current Account Deficit #depreciation #Dollar #Dollar-Rupee #GDP #India #India Economy #Indian rupee #Inflation #Reserve Bank of India #Rupee Crisis #UPA

Aug 20, 2013

The rupee at 63: Here’s how fear can make you money

One thing is clear: the fall of the rupee is the result of our own follies. But it can't keep falling endlessly, and there's money to be made for those who dare. #Dollar-Rupee Rates #PolicyWatch #RBI #Reserve Bank of India #Rupee #Rupee Crisis