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Inflation To Drive Interest Rates

Deepak M. Acharya, fund manager of BoB Liquid, says his outlook for the textiles and commodities is very optimistic and large number of candidates are turning around their corners


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Deepak M. Acharya is fund manager of BoB Liquid since August 2004.

Investment style
Portfolio allocation strategy aims to construct a well-balanced and well-diversified portfolio across asset classes, sectors and benchmarks. Focus on higher rated papers.

Best call(s)
In October 2003, when benchmark yield on 10-year paper went below 5 per cent and general consensus about benchmark yield level was 4.50 per cent in near term, I was against consensus and was of the view that benchmark yield is likely to move upward and we might not see even a level of 4.75 per cent.

Worst call(s)
Expecting the NDA to retain power in the recent general elections.



Current outlook
Interest rate in the near term will be driven by the inflation number and global oil prices.

What would you do differently today?
The outlook for textiles and commodities is very optimistic and large numbers of candidates are turning around their corners. Our strategy is to identify such growing candidates for investment to get a better return on the higher rating when it happens.

Who is your inspiration in the investment world?
I am a religious man. So, God is always my first inspiration. Secondly, the post, which I am holding, always inspires me to do something extraordinary.

What do you do in your free time?
Spend time with family.

If you hadn't been a fund manager what would you have been?
I would be in financial sector in some other capacity.

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