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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.

Jul 22, 2013

Why is US Fed determining India’s monetary policy?

RBI’s liquidity tightening measures are now threatening India’s economic growth and economists are busy lowering growth forecasts to levels of even below decade low 5% growth seen in fiscal 2012-13. #Interest rates #Monetary policy #RBI #US Federal Reserve

Jul 19, 2013

RBI has given a good entry point for bond fund investors

The long term outlook for bond yields is positive while the short term outlook is uncertain. #Bond fund #HowThisWorks #liquidity #RBI #Rupee fall

Jul 17, 2013

Why RBI move to pull up rupee will cause more pain than gain

Liquidity conditions will stay tight as banks hoard liquidity on the back of worries of more liquidity tightening measures and interest rates are unlikely to come off in the economy. #Bond markets #RBI #Rupee #US

Jul 16, 2013

Why RBI is only adding to rupee volatility, not curbing it

Banks are at present borrowing over Rs 90,000 crore from the LAF window. With the RBI limiting this to Rs 75,000 crore, borrowers will have to bid for funds from the market. #Interest rates #PolicyWatch #RBI #Short term rates

Jul 14, 2013

Why RBI will have to cut rates post 30th July Policy Review

Economic data for the first quarter of 2013-14 does not bode well for GDP growth. Data from vehicle sales to bank credit growth to tax collection to IIP growth show that the economy would see growth for fiscal 2013-14 coming in lower than the decade low growth of 5% seen in fiscal 2012-13. #GDP growth #IIP growth #PolicyWatch #RBI #Rupee fall

Jul 11, 2013

Why you shouldn’t position portfolios based on central bank policies

Central Banks policies and actions can lead to short term volatility and also give people like us something to write or talk about. However do not let central banks actions lead you away from your longer term objectives. Let the traders play the volatility while you ride out the short term volatility for longer term gains. #Central bank #market volatility #markets #PersonalFinance #stocks

Jul 9, 2013

Why Indian equities, bonds will outperform gold and real estate

In terms of risk, equities bonds and gold (gold in ETFs or Exchange Traded Funds) carry low liquidity risk while real estate carries high liquidity risk. #ConnectTheDots #Gold #Liquidity Risk #Real estate #real estate sector #Rupee fall

Jul 8, 2013

Why India is a buy rather than a sell now

The fact that the USD is strengthening more on the basis of an economic revival rather than anything else is positive for India. #Dollar #India #Rupee #ToTheContrary #US