Articles by Arjun Parthasarathy
Jan 03, 2014
Five key challenges for the rupee in 2014Five key challenges for the rupee are listed here.
Jan 02, 2014
Why outlook for rupee is positive in 2014A strong rupee coupled with falling forward premium rates will make bonds attractive to FIIs leading to strong inflows into the debt market. FIIs have invested close to $1 billion in bonds in December 2013 and this trend is likely to continue in 2014.
Jan 01, 2014
Five key challenges for equity investors in 2014Equity investors have had a good run in 2013 with the Sensex and Nifty closing at close to record highs. Global equity investors have had an even better run than Indian investors with returns ranging from 57 percent for the Nikkei to 37 percent for the Nasdaq, 30 percent for the S&P 500 and 25 percent each for the Dow and the Dax.
Dec 19, 2013
Big Ben effect: Sensex, Nifty, rupee all seen higher todayThe Sensex and Nifty will benefit hugely from the Fed's policy of a calibrated taper of asset purchases as will the Indian rupee.
Dec 18, 2013
Sensex, Nifty can end year at record highs if Fed taper is a non-eventThe markets were well prepared for a rate increase and would have preferred one with a guidance. However, a no-rate hike with an uncertain guidance that it may take action on non-policy dates if the inflation moves higher will keep the markets edgy.
Dec 13, 2013
RBI policy: Will this be the last of the rate hikes?RBI while raising the repo rate by 25bps in its December 2013 policy review may put on hold further rate increases until a new government unveils its budget. In the meanwhile, further economic slowdown coupled with vegetable prices easing (vegetable price rise of 60% has contributed much to high CPI inflation) could bring down inflation expectations.
Dec 13, 2013
Markets will be swinging till May 2014: How to gear up for volatilityGiven that equities are at record highs in India and many parts of the globe, the volatility will be high with wild swings in markets. At times of volatility, it is best to lower risk in your portfolios.
Dec 11, 2013
Rs 210,000 cr: That's how much money RBI has printed in 3 monthsThe $34 billion swap arrangement offered by the RBI to banks has resulting in the printing of more than Rs 2,10,000 crore in rupee. Will this boost inflation?
Dec 10, 2013
BJP win lifts markets, but road to economic recovery may be longThe function of the markets is to believe what it wants to believe. A bear market factors in only the worst even if there are some signs of turning around. A bull market factors in the best, even if the signals are unsustainable.
Dec 09, 2013
Just chill! Fed taper is more positive than negative for IndiaThe reason is that a stronger US economy will lead to the Fed lowering and stopping its $85 billion a month bond purchase programme in the coming months.