Articles by Arjun Parthasarathy
Dec 06, 2013
Holding strong at 61.6: Rupee will see a sharp rally this monthIncreased risk appetite amongst global investors would lead to inflows into Indian bonds and equities.
Dec 06, 2013
Exit polls: UPA's economic scorecard shows why Sensex favours BJPOn an overall basis, despite GDP growth and rise in value of asset prices, the UPA government performance has been well below par on all counts. Markets want a government that could improve the overall performance of the economy.<br /><br />
Dec 05, 2013
RBI is losing $1.2 bn a year on deposit swap windowThe swap window has attracted $34 billion of deposits (RBI has not given split of banks overseas borrowing and FCNR B swap). What is the cost to the central bank on the swap?<br /><br />
Dec 03, 2013
Sensex near 20,900: Should you go short or long on equities into the elections?The correct way to answer the question "should one be invested in equities?" is to ask two more questions that are what is the risk of being invested in equities and what is the risk of not being invested in equities going into calendar year 2014.<br /><br />
Nov 22, 2013
Inflation is killing real estate: Why property is a poor investment choiceThe argument that real estate is a good hedge against inflation does not hold true at all. In fact it is the other way around, high inflation is the worst condition for real estate prices to rise
Nov 18, 2013
When it comes to financial sector, India is way ahead of ChinaThe banking system in India is well regulated and banks' reporting standards, reserve ratios and capital adequacy hold the system strong even in the face of adversities such as the global financial market collapse in 2007-08.<br /><br />
Nov 11, 2013
Rupee at 63: Why it may gain from ECB's rate cutThe rupee has been hit by inflation and current account deficit that touched record highs of 4.8 percent of GDP in 2012-13. The markets have not favoured the rupee despite the interest rate differentials between India, the US and Eurozone.<br /><br />
Nov 06, 2013
Great Indian retail battle: Online is where the money isOnline retailers cannot indefinitely run on losses and at some point in time pricing will stop becoming predatory. However, until then it will drive many out of business as the cost of brick-and-mortar business makes doing business unviable.
Oct 31, 2013
Sensex new high: It's a bust cycle, spot next bubble to make moneyE-commerce is definitely a bubble building and it remains to be seen at what stage the bubble is in - very early, early, growing or peaking out stage.
Oct 29, 2013
RBI rate hikes = 21,000 Sensex: What happened this timeEquities are either ignoring growth and inflation risks or are factoring in something that the bond market is not, given that the Sensex and Nifty are close to record highs.