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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.

Jan 2, 2014

Why outlook for rupee is positive in 2014

A 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. #Bonds #CurrencyWatch #Indian rupee #Rupee #rupee bonds

Jan 1, 2014

Five key challenges for equity investors in 2014

Equity 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. #Brazil #CAGR #China #Dax #equity #Eurozone #FII #GDP #Greece #Hong Kong #Ireland #Italy #Korea #NASDAQ #nifty #Nikkei #NPA #OnOurMind #RBI #S&P #Sensex #taper #US Federal Reserve

Dec 19, 2013

Big Ben effect: Sensex, Nifty, rupee all seen higher today

The Sensex and Nifty will benefit hugely from the Fed's policy of a calibrated taper of asset purchases as will the Indian rupee. #Ben Bernanke #Federal Open Market Committee #Federal Reserve #MarketWatch #nifty #Sensex

Dec 18, 2013

Sensex, Nifty can end year at record highs if Fed taper is a non-event

The 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. #BSE Sensex #nifty #RBI #Repo rate #Stock Markets #tapering #US Fed

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. #CAD #CPI #IIP #Inflation #Interest rates #PolicyWatch #Raghuram Rajan #RBI

Dec 13, 2013

Markets will be swinging till May 2014: How to gear up for volatility

Given 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. #investor profile #investors #markets #nifty #Portfolio #Sensex #stocks

Dec 11, 2013

Rs 210,000 cr: That’s how much money RBI has printed in 3 months

The $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? #Dollar-Rupee Swap #Easy Money #FCNR(C) #NRIs #RBI #ToWhatEffect

Dec 10, 2013

BJP win lifts markets, but road to economic recovery may be long

The 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. #BJP #Economy #GDP #Indian rupee #Lok Sabha elections #Stock market #tax revenue #ToWhatEffect

Dec 9, 2013

Just chill! Fed taper is more positive than negative for India

The 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. #Ben Bernanke #Federal Reserve #Inflation #Janet Yellen #rate guidance #ToWhatEffect #United States

Dec 6, 2013

Holding strong at 61.6: Rupee will see a sharp rally this month

Increased risk appetite amongst global investors would lead to inflows into Indian bonds and equities. #Indian rupee #State elections #tapering #US Dollar #US Fed