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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.

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

Dec 6, 2013

Exit polls: UPA’s economic scorecard shows why Sensex favours BJP

On 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.

#BJP #BSE #Narendra Modi #nifty #Sensex #Stock market #UPA

Dec 5, 2013

RBI is losing $1.2 bn a year on deposit swap window

The 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?

#Deposits #Dollar swap #Indian Markets #Indian rupee #RBI #US Dollar

Dec 3, 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.

#Elections #Fed taper #MarketWatch #nifty #Sensex

Nov 22, 2013

Inflation is killing real estate: Why property is a poor investment choice

The 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 #bank #Home Loans #Inflation #Interest rates #property #Real estate #ToTheContrarty

Nov 18, 2013

When it comes to financial sector, India is way ahead of China

The 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.

#Banking #China #financial system #India #InMyOpinion

Nov 11, 2013

Rupee at 63: Why it may gain from ECB’s rate cut

The 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.

#CurrencyWatch #ECB #Indian rupee #Inflation #RBI

Nov 6, 2013

Great Indian retail battle: Online is where the money is

Online 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. #Amazon #Dotcom #InMyOpinion #Online retail #Online shopping #Twitter

Oct 31, 2013

Sensex new high: It’s a bust cycle, spot next bubble to make money

E-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. #MarketWatch #nifty #Sensex #Stock market #stocks

Oct 29, 2013

RBI rate hikes = 21,000 Sensex: What happened this time

Equities 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. #nifty #Raghuram Rajan #RBI #Sensex #Stock market