BasisPointInsight.com - Managing the Rupee, Constraining the Market by R. Gurumurthy RBI’s move can be seen as a necessary check on speculative bank positions, yet it may also narrow intermediation capacity and make rupee adjustment more abrupt. by R. Gurumurthy, BasisPointInsight.com

1/3 The RBI’s tightening of banks’ overnight position limits has reignited a familiar debate. Is this a necessary check on speculative positioning, or a constraint that weakens the market’s ability to absorb shocks?

#IndianRupee #FX #MarketSignals

Indian Rupee Weakens After Speculation Curbs Rupee ~83.6/USD on Mar 30, 2026; RBI reserves $573bn (Mar 20, 2026). Speculation curbs may temper volatility but won't fix a 4.8% YTD depreciation vs EM peers.

Indian Rupee Weakens After Speculation Curbs: Rupee ~83.6/USD on Mar 30, 2026; RBI reserves $573bn (Mar 20, 2026). Speculation curbs may temper volatility but won't fix a 4.8% YTD depreciation vs EM… 👈 Read full analysis #IndianRupee #ForexMarket #CurrencyAnalysis #RupeeWeakness #EconomicInsights

Rupee Slides to Historic Low as Energy Crisis Sparks Market Turmoil - Indian rupee plunges to record low past 94 per dollar amid Middle East conflict, rising oil prices, and global market volatility.

Rupee Slides to Historic Low as Energy Crisis Sparks Market Turmoil
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#IndianRupee #ForexMarket #GlobalEconomy #OilPrices #RBI #CurrencyCrisis

BasisPointInsight.com - Rupee’s Turn from Shock Absorber to Amplifier in Oil Shock by Sakshi Gupta As oil prices surge, the rupee risks shifting from shock absorber to amplifier. RBI must balance depreciation and reserves to contain inflation and volatility. by Sakshi Gupta, BasisPointInsight.com

1/3 In a tariff-driven world, rupee depreciation cushioned competitiveness. In an oil shock, it does the opposite. Every tick lower now raises import costs, widens the current account deficit, and feeds inflation. The same tool that once stabilised is beginning to transmit stress.

#IndianRupee

Warning: Rupee sinking fast! From 92 to 93.84 in weeks... Iran conflict + surging crude = double blow to imports, fuel costs & your wallet! Stocks bleeding, inflation fears back. How bad will it get? Drop your thoughts below! #RupeeCrash #IndianRupee #OilCrisis #StockMarket #NegativeNews

Indian Rupee At Record Low As West Asia War Roils Markets NEW DELHI, March 19 (Bernama) — The Indian rupee plunged to another record low against the US dollar as escalating military tensions in West Asia roiled India’s stock markets on Thursday. The rupee, weighed down by foreign fund outflows and rising global crude prices since the United States (US)-Israel war on Iran started on February 28, closed at a record low of 92.89 against the US dollar on Wednesday. While the Indian foreign exchange market was closed due to a local holiday on Thursday, the one-month non-deliverable forward (NDF) rate for the US dollar against the rupee was reported at […]

Indian Rupee At Record Low As West Asia War Roils Markets #IndianRupee #ForexMarket #USDollar #WestAsia #StockMarket

Rupee Set to Breach 91 as Mideast Tensions Surge - Indian rupee expected to cross 91 per dollar after U.S.-Israel strikes on Iran trigger oil price spike, risk-off mood, and pressure on...

Rupee Set to Breach 91 as Mideast Tensions Surge
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Rupee Nears 91 as RBI’s Defense Tested Again - Indian rupee nears 91 per dollar amid risk-off flows and RBI intervention, as global market weakness and oil volatility pressure Asian...

Rupee Nears 91 as RBI’s Defense Tested Again
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#IndianRupee #ForexMarket #USDINR #RBI #GlobalMarkets #CurrencyNews #OilPrices #EmergingMarkets

1/2 Is the rupee really in free fall — or being carefully managed?

Markets panic. The IMF labels it a “crawl.”
But what’s actually happening behind the scenes?

#IndianRupee #USDINR #MichaelPatra #RBIPerspective #ExchangeRatePolicy #IndianEconomy #MacroIndia #CurrencyMarkets

Rupee Steady as Trade Deal Boost Meets Dollar Demand - The Indian rupee is expected to open flat as gains from the India-U.S. trade deal are offset by importer dollar demand and cautious...

Rupee Steady as Trade Deal Boost Meets Dollar Demand
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#IndianRupee #CurrencyMarkets #IndiaUSTrade #ForexNews #EmergingMarkets

Rupee Rally Pauses as Corporate Dollar Demand Reappears - Indian rupee likely to open weaker after a seven-year high rally as importers buy dollars near key levels, with capital flows now crucial...

Rupee Rally Pauses as Corporate Dollar Demand Reappears
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#IndianRupee #ForexMarkets #USDINR #RBI #GlobalMarkets #CapitalFlows

India Markets Poised for Lift After Landmark U.S. Trade Deal - Indian stocks and the rupee eye gains after a U.S.–India trade deal cuts tariffs, eases investor concerns, and reshapes trade, energy,...

India Markets Poised for Lift After Landmark U.S. Trade Deal
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#IndiaMarkets #TradeDeal #IndianRupee #EmergingMarkets #GlobalTrade

Rupee Jumps in Offshore Trade After US–India Deal - The Indian rupee strengthened sharply in offshore trade after a US–India trade deal, boosting hopes of renewed foreign inflows and currency...

Rupee Jumps in Offshore Trade After US–India Deal
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#IndianRupee #ForexMarkets #USIndiaTrade #EmergingMarkets #CurrencyNews

The rupee opened weaker amid risk aversion triggered by heightened tensions about #Greenland and remained under pressure through the session.

Read more: scroll.in/latest/10901...

#indianrupee #inrvsdollar

RBI To Inject ~$32 Billion Liquidity Via OMO And FX Swaps - BigBreakingWire The (Reserve Bank of India (RBI) has announced fresh liquidity infusion measures to support the banking system, citing a review of current liquidity and

RBI plans to inject ~$32bn liquidity via Rs 2tn OMO bond buys (Dec 29–Jan 22) and a $10bn, 3-yr USD/INR FX swap on Jan 13. In 2025 so far, RBI has infused a record Rs 6.5tn via OMOs and ran a $5bn, 3-yr FX swap on Dec 16.

#RBI #India #IndianRupee

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Everyone searched for RBI. Everyone missed the system.

Last 5 minutes changed the Indian rupee. Orders collided. USD blinked first.

#USDINR #IndianRupee

Watch & understand in under 1 minute 👇🏻

Congress chief Mallikarjun Kharge said that while the government may ‘pat itself on the back’, the Indian currency ‘has no value in the world’.

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#IndianRupee

The #IndianRupee fell to a record low of 90 per U.S. dollar on Dec. 3, marking its sixth straight decline as traders expect continued pressure without central bank intervention.

https://ow.ly/bEXT50XBkkv

#IndianRupee #Rupee #Dollar #IndianCurrency #USDollar #BREAKING #RBI

🚨#BREAKING | Indian Rupee has weakened past the psychological mark of 90 per US Dollar for the first time ever, hitting 90.13 today. Concerns over trade flows and a stalled US-India trade deal are keeping the currency under severe pressure.

#Rupee #Dollar #IndianRupee

The Indian Rupee has dropped to a new all-time low, raising fresh concerns over inflation, imports, and overall economic stability.

#IndianRupee #Economy #Forex #India #BreakingNews

Kuwait 🇰🇼 || Today Money Exchange Rate✔️
#kuwaitdinner
#indianrupee #srilankanrupee #philippinespeso

Money Exchange Rate✔️
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#indianrupee #srilankanrupee #philippinespeso

Indian rupee seen under pressure on US tariff worries, RBI policy in focus By Dharamraj Dhutia and Jaspreet Kalra MUMBAI (Reuters) -The rupee is likely to stay under pressure this week as concerns over steep U.S. tariffs on Indian exports linger, while the Reserve Bank of India (NSE:BOI)’s upcoming policy decision also looms large over the currency and government bonds. The rupee closed at 87.54 against the U.S. dollar on Friday, down 1.2% for the week, pressured by persistent foreign portfolio outflows and a 25% levy on Indian exports. While the local unit is hovering near its weakest level since February, fresh tariff announcements on dozens of U.S. trading partners also pushed other Asian currencies to multi-month lows. The dollar index, meanwhile, posted its best weekly gain since 2022 as expectations of a U.S. rate cut in September faded. The odds of a reduction in September rose to 80% after data released on Friday showed that the U.S. economy added fewer jobs than expected, while the unemployment rate rose to 4.2%. Meanwhile, the maturity of a $5 billion dollar-rupee buy/sell swap conducted by the RBI earlier this year will be in focus on Monday. "It would be prudent to break the swap into delivery and rollover. The rupee has probably seen its worst for this quarter and some support will bring it to a desirable level, while not disturbing liquidity, said Alok Singh, group head of treasury at CSB Bank. Traders expect the rupee to trade between 87.00 and 87.80 this week and reckon that the central bank may continue to intervene to limit excessive volatility. Meanwhile, India’s 10-year benchmark 6.33% 2035 bond yield, settled at 6.3680% last week, up 2 basis points (bps). Traders anticipate the yield will remain in the 6.33%-6.38% band till the RBI’s policy decision on Wednesday. The range could be tested on either side, depending on policymakers’ decision and guidance. Although some market participants expect a rate cut, a majority of economists polled by Reuters believe RBI will hold rates steady this time. "While it is a close call, our bias remains for a 25 bps rate cut at the August meeting," Citi said. A drop in India’s retail inflation to a more-than-six-year low in June, coupled with expectations that it may slip to a record low in July, have heightened hopes of a rate cut. However, RBI Governor Sanjay Malhotra last month said that the bar for further easing is now higher than it would have been if the stance was still "accommodative". The central bank slashed rates by a steeper-than-expected 50 bps in June and shifted its policy stance to "neutral" from "accommodative". "As the RBI awaits the impact of the large easing it has already done, we believe it will stay put on repo rate changes on 6 August," HSBC said in a note. Key Factors: India ** July HSBC services PMI and composite PMI - August 5, Tuesday (10:30 a.m.) ** Reserve Bank of India’s monetary policy decision - August 6, Wednesday (10:00 a.m.)(Reuters poll - no change) U.S. ** June factory orders - August 4, Monday (7:30 p.m. IST) ** June international trade - August 5, Tuesday (6:00 p.m. IST) ** July S&P Global composite PMI final - August 5, Tuesday (7:15 p.m. IST) ** July S&P Global services PMI final - August 5, Tuesday (7:15 p.m. IST) ** July ISM non-manufacturing PMI - August 5, Tuesday (7:30 p.m. IST) ** Initial weekly jobless claims for week to July 28 - August 7, Thursday (6:00 p.m. IST)

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Indian rupee, bond markets cautious in week dominated by Fed, tariffs By Dharamraj Dhutia and Jaspreet Kalra MUMBAI (Reuters) -The Indian rupee and government bonds will react to a host of cues this week, including a U.S. Federal Reserve policy decision and the August 1 reciprocal tariff deadline, which is likely to keep traders cautious. The rupee closed at 86.5150 against the U.S. dollar on Friday, down 0.4% on the week, as foreign portfolio outflows and uncertainty over a U.S.-India trade agreement kept sentiment tepid. While the Fed is widely expected to keep rates unchanged on Wednesday, investors will pay close attention to commentary from Fed Chair Powell to gauge the outlook for U.S. policy rates. "As long as the jobs picture holds up, firmer inflation may well delay the restart of the Fed easing cycle and provide the dollar with a lift this summer," ING said in a note. Later in the week, data on the U.S. labour market will be in focus alongside an inflation print to gauge how tariffs are affecting the world’s largest economy. Meanwhile, the deadline to strike trade deals with the U.S. elapses on August 1. Over the weekend, the United States and the European Union announced a deal, which will result in a 15% tariff on EU goods, half what Trump had threatened to impose from August 1. Japan and the European Union have reached agreements with U.S., alongside others such as Indonesia and Vietnam, even as India’s negotiations have appeared to run into roadblocks over key sectors such as dairy and agriculture. Traders reckon that the rupee will continue to hold a slightly bearish bias and hover in a 86.30-87 range in the near term. Heightened risk of "news-led price action" should prompt speculators to keep positions small with tight stop-losses, a trader at a foreign bank said. Meanwhile, India’s 10-year benchmark 6.33% 2035 bond yield, which settled last week at 6.3505%, is expected to move in a range of 6.31% to 6.38%. Apart from the Fed guidance, focus will also remain on expectations about any potential rate cut in the RBI’s upcoming policy decision, due on August 6. A plunge in India’s retail inflation to a more-than-six-year low in June, along with expectations that it will slip to a record low in July, has led to increased talks of a rate cut, with some even expecting action next week. The central bank slashed its key interest rate by a steeper-than-expected 50 bps last month and changed its policy stance to "neutral" from "accommodative", which had fueled speculation that the rate cut cycle may be over. Banks will also gauge the liquidity situation and movement in overnight rates after a volatile last week, which saw rates rising beyond the Marginal Standing Facility rate. Foreign investors have been on the buying side, with net purchases of over 100 billion rupees in the last five weeks, as bets of at least one more rate cut have risen. India’s fundamental story remains intact. Inflation is under control and fiscal health is in check, and India is one of the large benchmark weights within the JPMorgan emerging market debt index, said Jean‑Charles Sambor, head of emerging markets debt at TT International Asset Management. "We think that fundamentals will remain very attractive for foreign investors." KEY EVENTS: India ** June fiscal deficit - July 28, Monday (3:30 p.m. IST) ** June industrial output - July 28, Monday (4:00 p.m. IST)(Reuters poll - 2.4%) ** July HSBC manufacturing PMI - August 1, Friday (10:30 a.m.) U.S. ** July consumer confidence - July 29, Tuesday (7:30 p.m. IST) ** April-June GDP advance - July 30, Wednesday (6:00 p.m. IST) ** Federal Reserve monetary policy decision - July 30, Wednesday (11:30 p.m. IST)(Reuters poll - rates unchanged) ** Initial weekly jobless claims for week to July 21 - July 31, Thursday (6:00 p.m. IST) ** June personal consumption expenditure index, core PCE index - July 31, Thursday (6:00 p.m. IST) ** July non-farm payrolls and unemployment rate - August 1, Friday (6:00 p.m. IST) ** July S&P Global manufacturing PMI final - August 1, Friday (7:15 p.m. IST) ** July ISM manufacturing PMI - August 1, Friday (7:30 p.m. IST) ** July U Mich sentiment final - August 1, Friday (7:30 p.m. IST) With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Unsure where to invest next? Get access to our proven portfolios and discover high-potential opportunities. In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech stocks, and Mid Cap stocks, you can explore various wealth-building strategies.

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Markets end marginally lower as investors eye FOMC crude prices Markets end marginally lower as investors eye FOMC crude prices

#Indianrupee depreciated 13 paise to close at 86.47 against the US dollar on Wednesday,

www.newsinc24.com/news/markets...

Indian Bond Yields Rise To 5-Week High Amid Oil Price Surge And Auction Caution - BigBreakingWire Indian government bond yields climbed to their highest level in five weeks on Friday, driven by a spike in global oil prices and investor caution…

🚨 Indian bond yields hit a 5-week high as the 10-year benchmark rose to 6.3192%. Surge driven by oil price jump after Israel-Iran tension and caution ahead of ₹30,000 crore bond auction. Brent crude touched $78.50 before easing to $75.50.

#India #BondMarket #StockMarketIndia #IndianRupee

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Indian rupee, bonds set to be among top three Asian beneficiaries of foreign inflows, BofA Sec exec says MUMBAI (Reuters) -Indian markets will likely be among the top three in Asia to attract foreign inflows once tariff-related uncertainties ease, with the rupee and local currency-denominated bonds benefiting the most, an executive from BofA Securities told Reuters. "India within Asia should be one of the best markets for investments as they have a lot of drivers for growth which other markets do not have," David Hauner, head of global emerging markets fixed income strategy at BofA Securities, said on Tuesday. Taiwan and South Korea could also invite investor interest, he said. The rupee was at 85.59 on Tuesday and is nearly flat for the year after easing 2.9% in 2024. Hauner expects the unit to appreciate to 84 against the U.S. dollar by end-2025. While the rupee could rise above 84 next year, aided by a weaker greenback, Hauner said he expects it to stay around that level as the central bank accumulates reserves. A soft dollar and the possibility of rate cuts from emerging market central banks is likely to draw investors, Hauner added. "I would expect that we will receive more inflows from the second half of the year, and we would see more proof that inflation globally is coming down and people will get more comfortable with EM fixed income, leading to more inflows." U.S. bond yields have risen and the dollar has fallen this year on fears that President Donald Trump’s policies will be inflationary and lead to a selloff in Treasuries. Despite the upbeat outlook, foreign investors reduced their holdings of Indian government bonds in April and May, offloading over 320 billion rupees ($3.74 billion) on a net basis. Hauner said the selloff was sparked by worries over the impact of trade tensions, but added that a lot of capital is parked in U.S. money market funds, which could start flowing in later this year. BofA Securities expects the Reserve Bank of India (NSE:BOI) to cut the policy repo rate by another 50 basis points over the remainder of this year. The central bank has already delivered 50 bps of reductions in 2025. Hauner prefers India’s five-year government bonds and expects yields across the bond curve to decline by 25-50 bps. ($1 = 85.5270 Indian rupees)

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Nifty surpasses 24,650, Sensex up 182 pts amid cooling inflation supported by gains in IT and commodity shares

#Indianrupee ended 7 paise higher to close at 85.27 against the US dollar on Wednesday,

www.newsinc24.com/news/nifty-s...