Articles by Arjun Parthasarathy
Oct 28, 2013
Growth or Inflation? Myriad questions RBI faces ahead of policy reviewThe bond market is certain that the central bank will increase its repo rate by a 25 basis points to 7.75 percent, but when it comes to liquidity, it has no clue as to what the RBI's actions would be.
Oct 25, 2013
Euro hitting 2-year high against dollar good news for rupeeThe rupee, which had weakened to record lows against the dollar in August, should gain comfort from the strong euro as it signifies rising risk appetite in the market.
Oct 24, 2013
Sensex at 21000: Staying away may not be the right thing to doInvesting abroad through mutual funds that run global schemes or directly into global equities is an option. However the INR at Rs 61 levels is down close to 25% over the last two years and may not really fall much further from hereon. If INR actually appreciates, you could lose out on the gains earned in foreign equities.<br /><br />
Oct 21, 2013
Wealthy NSEL investors like Akshaye Khanna deserve no sympathyThe cases of retail investors losing money in ponzi schemes are even higher than wealthy investors losing money in such schemes. In India, the Tamil Nadu police became so fed up with such scams that they threatened to arrest investors who invested in such promised high return schemes.
Oct 17, 2013
US govt debt is a risk but don't fret over itEveryday lives have to continue despite governments running high debt as unless there is a real, near term risk of default due to lack of money to pay creditors, the risk may only be on paper. The paper risk may exist for a long period of time, maybe for generations. Hence, selling all assets and buying gold or some other so called safe haven asset may never work in this generation or even the next.<br /><br />
Oct 14, 2013
Food is killing growth in India and ChinaIMF has pegged India's fiscal 2013-14 GDP growth at 3.8 percent levels while the government and the RBI are placing growth at 5 percent and above levels.
Oct 11, 2013
Festive cheer: Sensex, Nifty are poised for record highs this DiwaliThe Sensex and Nifty are poised for record levels this Diwali, three years since the indices touched record levels around 2010 Diwali. The Sensex and Nifty are trading at levels of 20,500 and 6100 as of 11th October 2013, off by 2.3% and 3.5% from record levels of 21004 and 6312 seen on the 5th of November 2010.<br /><br />
Oct 11, 2013
Don't give credit to govt, RBI for lowering CADHas the government and RBI only managed to reduce the CAD by imposing curbs on gold and silver imports?
Oct 08, 2013
Fed unlikely to taper off asset purchase before early 2014The Fed can afford to wait for a few more months to start tapering down its asset purchase programme.
Oct 04, 2013
This love-hate relationship with FIIs is clearly overdoneFII should be looked at as a class of investor whose behaviour is no different from any other investor class.<br /><br />