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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.

Jun 27, 2013

The rupee will slide to 70 to the USD if RBI hikes rates

The reason a rate hike can cause such damage is that the fear of a prolonged economic slowdown will gain hold of the markets. #Bonds #CurrencyWatch #Dollar #Economy #equity #HowThisWorks #Inflation #RBI #Rupee

Jun 24, 2013

Shadow banking threatens Shanghaied Chinese markets

Shadow Banking in China is dominated by trusts that are loosely regulated finance companies that cannot raise deposits. #Investing #MarketWatch #nifty #Sensex #Shadow Banking #Shanghai Composite

Jun 21, 2013

Rupee free-fall: Why Rajan needs to give market advice to govt

Dr. Rajan please do advice the policy makers not to run after USD flows into domestic debt. The country requires a much freer movement of capital for that and the INR is still not fully capital account convertible. India also lacks the maturity to handle negative flows and negative flows will happen many times going forward. #CAD #India #Indian Markets #Indian rupee #Raghuram Rajan #UPA #WhyNow

Jun 20, 2013

Why you should hold on to your stocks even if Fed stops easing

The end of bond purchases is good for global inflation expectations as threats of commodity price increases recede on withdrawal of cheap liquidity. Falling inflation expectations helps interest rates in economics such as India to come off leading to falling bond yields and rising equity prices. #Ben Bernanke #Bonds #quantative easing #Rupee #Stock Markets #TheExplainer #US Federal Reserve

Jun 17, 2013

External shocks: Rupee will be key to future rate cuts

RBI in managing INR volatility will also have to keep a watch on the system liquidity given that it is still in deficit by around Rs 75,000 crore. Hence a focus on INR and liquidity takes attention away from economic growth. #PolicyWatch #Rate Cuts #RBI #Rupee

Jun 13, 2013

China or US woes? Why there is a sell off in emerging market assets

China slowdown is good for lowering inflation expectations as commodity prices are kept down while Bank of Japan will double its monetary base over the next two years. Emerging markets including Indian markets should stabilize and look to strengthen going forward. #Currency #Emerging markets #equities #Rupee #stocks #US

Jun 10, 2013

Rupee hits all time low of 58/$: Why RBI will not cut rates on 17 June

The reasons for the INR fall are more to do with broad USD strength globally than any real domestic worries but the fact is that the RBI views a weak INR as a threat to the economy. #Bonds #PolicyWatch #Rate cut #RBI #Rupee

Jun 7, 2013

Worry not, FIIs will not pull money out of the Indian debt market

The arbitrage for FIIs is the rising yield curve prospects in the US and falling yield curve prospects in India. FIIs will invest in INR bonds to take advantage of this fundamental arbitrage. #Bonds #Debt #FII #India #Stock market

May 29, 2013

Rupee hits 10-month low: Will it cause a correction in stock market?

Keep an eye out for market correction but do not close your eyes to the broad positive trends. #Bonds #CurrencyWatch #market rally #Rupee #Sensex
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