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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.

Oct 28, 2013

Growth or Inflation? Myriad questions RBI faces ahead of policy review

The 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. #Bond market #Inflation #liquidity #Marginal Standing Facility #PolicyWatch #Raghuram Rajan #RBI #RBI Policy review #Repo rate #Rupee

Oct 25, 2013

Euro hitting 2-year high against dollar good news for rupee

The 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. #CurrencyWatch #Dollar #Economy #Euro #Eurozone #IMF #Rupee #US Federal Reserve

Oct 24, 2013

Sensex at 21000: Staying away may not be the right thing to do

Investing 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.

#nifty #Sensex #Stock Markets

Oct 21, 2013

Wealthy NSEL investors like Akshaye Khanna deserve no sympathy

The 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. #Financial Technologies #InMyOpinion #NSEL #Ponzi scheme

Oct 17, 2013

US govt debt is a risk but don’t fret over it

Everyday 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.

#United States #US Debt Ceiling #US government debt #US Senate #US shutdown

Oct 14, 2013

Food is killing growth in India and China

IMF 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. #China #Consumer price index #Economy #HowThisWorks #IIP #India #Inflation #RBI #Rupee #Wholesale price index

Oct 11, 2013

Festive cheer: Sensex, Nifty are poised for record highs this Diwali

The 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.

#Diwali #Global bonds #Indian rupee #MarketWatch #nifty #Sensex

Oct 11, 2013

Don’t give credit to govt, RBI for lowering CAD

Has the government and RBI only managed to reduce the CAD by imposing curbs on gold and silver imports? #Current Account Deficit #Gold #imports #Indian rupee #InMyOpinion #Reserve Bank of India #silver #Trade Deficit

Oct 8, 2013

Fed unlikely to taper off asset purchase before early 2014

The Fed can afford to wait for a few more months to start tapering down its asset purchase programme. #Ben Bernanke #Economy #HowThisWorks #Marginal Standing Facility #RBI #US Federal Reserve

Oct 4, 2013

This love-hate relationship with FIIs is clearly overdone

FII should be looked at as a class of investor whose behaviour is no different from any other investor class.

#Bonds #Domestic investors #equity #FII #Indian rupee #MarketWatch #Sensex #stocks