Arjun Parthasarathy
Arjun Parthasarathy
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articles by Arjun Parthasarathy

Business

Budget 2015: Fiscal consolidation is the most important reform that markets are waiting for

Focus on improving the tax-to-GDP ratio from current 10.6 percent levels, lowering the subsidy bill from over 2 percent of GDP and spending on creation of assets will help the government on its fiscal consolidation path

Money

Is Raghuram Rajan being an alarmist by predicting a global markets crash?

RBI governor, Raghuram Rajan has spoken out once more against competitive monetary policy easing by central banks, especially by the Fed and ECB. In an interview with London based 'Central Banking Journal' he commented on potential global markets crash on the back of competitive central bank easing.

Economy

Raghuram Rajan is in for the long haul; investors should tag along

India is definitely on a better wicket than what it was last year, when macro indicators from fiscal deficit to inflation to current account deficit were highly negative driving down the rupee to record lows on worries of Fed tapering of asset purchases.

Money

Sensex, rupee will remain volatile for now but there is nothing to worry. Here's why

In the near term, if the Union Budget is workman like in trying to control inflation and fiscal deficit, the Sensex and Nifty could see more correction.

Money

Monsoon and markets: Sensex will continue its upward journey despite bad news

Historical evidence prove that the impact of a drought-like situation on the markets may not be as deep as it has been made out to be

Money

Monsoon and markets: Sensex will continue its upward journey despite bad news

Historical evidence prove that the impact of a drought-like situation on the markets may not be as deep as it has been made out to be

Money

Iraq crisis: Here is how Indian equity investors can make the most of it

Prime Minister Narendra Modi has sounded out the need for containing inflation and fiscal deficit and the budget for this fiscal year is likely to address these issues

Money

Markets on a high: 5 risks investors tend to overlook in the Modi rally

Various theories from the expectation of an economic revival by the Narendra Modi government to the fact that indices are trading well below price earnings of 25x seen during the peaks of 2007-08 are lending hands to the bulls.

Money

Sensex at record high: How Rajan brought cheer to markets despite doing little

The market ended at record high as RBI's stance in the bi-monthly credit policy review is taken as symbolic of good days ahead. The Sensex was up 173.74 points at 24858.59 and the Nifty closed at 7415.85, up 53.35 points

Economy

Raghuram Rajan is unduly worried about QE. Will he rethink the policy this time?

The RBI maintaining a leash on policy coupled with a government that is fiscally strained will lead to growth being the victim

Money

Nifty at 7000: Will the election results support the Modi hope rally?

Equities could see a correction if the market chooses to take profits on election results coming out as predicted by exit polls

Money

Markets at record high: This should be your investment strategy

I am not saying that at all points of time you should be overweight equities. There are times when you should be extremely underweight equities such as time before the 2007-08 market crisis. However the current period is not a time to be underweight equities as a lot of positives are visible for the market.

Economy

Rupee climbs to 60 against the dollar. But don't credit Modi mania for that

Will the rupee sustain at 60 and attempt to strengthen further from this level to trade under 60? The answer does not lie in the outcome of India's general election results that is to be declared on 16 May. The answer lies in the behaviour of the US dollar, the euro and the Japanese yen.

Economy

It is advantage rupee as PIIGS are now really flying. Here's why

The high liquidity in the Eurozone will filter out and search for yields across the globe

Economy

Want RBI to cut interest rates? Here's what the next govt can do to make it happen

It will take time for the right government actions to take effect but once the process is started, interest rates will trend down

Economy

How the banking system lost Rs 6,00,000 cr because of high real estate prices

The real estate sector is largely dominated by the politician-builder nexus that predominantly deal in black money. Money goes out of the banking system to the real estate sector and stays there as black money.

Money

5 reasons why the aam aadmi is not cheering the Sensex and Nifty rally

Data shows that retail investors have been consistently withdrawing from mutual fund equity schemes over the last one year even as the Sensex and Nifty have climbed 20 percent over the period.

Economy

Why RBI's Raghuram Rajan should stop complaining about Fed policies

The only line of defence for countries like India is fundamentally strong fiscal and monetary policy

Money

Election exuberance: Sensex at record highs? You ain't seen anything yet

The sanity would emerge only after the new government presents the budget by end June or early July