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Arjun Parthasarathy
Arjun Parthasarathy
  • Now's time to invest in risk-free gilts
    - 1 week ago
  • Repo cut later, bond yields headed down
    - 2 weeks ago
    Friday's 25 basis point (bps) reduction in the repo rate is likely to spur a bond market rally going forward.
  • RBI has leeway for a 50bps repo rate cut
    - 1 month ago
  • Bank deposit growth lifts bond demand
    - 1 month ago
  • Bond yields will rise before falling
    - 2 months ago
    Market will empty positions going into April.
  • Budget 2013: Interest rates will fall only slowly
    - 2 months ago
    The finance minister delivered a fiscal deficit of 4.8% of GDP as expected by the markets. What does it mean for the economy? Will interest rates come down and government bond yields fall?
  • Sans crisis, gold will keep falling
    - 2 months ago
    Gold price has fallen 17% from the highs seen in August 2011 and 9% over the last one year to around $1,581/oz – the lowest level in 2013.
  • Market has enough appetite for govt bonds
    - 3 months ago
    FIIs, banks are all for it, but local institutions are likely to set a more frenetic pace of activity.
  • CD yields surge, baring liquidity worries
    - 3 months ago
    A week into the CRR cut, it’s back to square one.
  • Of Subbarao’s Cenbankese & what it means
    - 3 months ago
    The RBI doesn’t feel persuaded enough to plainspeak the discourse for non-financial, mainstream folks. Here’s our attempt, on D Subbarao’s behalf:

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