Past four weeks were a roller coaster time for not just USDINR traders but also for us “experts”.
The long dollar trade around the globe underwent some interesting twist and turns over the past 12 months.
From an age of monetary policy divergence, we have moved to monetary policy convergence. Back in summer of 2014, I…
Readers are aware that we had warned that Rupee could be in for more gains as the fundamental backdrop is…
What a week it was for the Rupee bulls. Currency zoomed against the US Dollar and well past its peers…
Since the beginning of the year, US Dollar has come under selling pressure. There can be numerous reasons for the…
Dollar/Rupee swooned as exporters and speculators joined in to hammer the USD lower. Pair closed the around 67.15 levels on…
The New Year has been kind to investors in emerging markets, as equity prices as well bonds prices have recovered…
Liquidity has returned in global financial markets. Volatility has picked up. Speculators have unwound a part of their long dollar…
Bitcoin has become the barometer of outflow from China. Over the past 24 months, wealthy Chinese have been moving money…
The combined effect of “demonetisation” and “Trump” has impacted several financial assets in contrasting ways.
Two major events have unfolded over the past twelve days– one, the decision on demonetization and other, election of anti-establishment…
Divergent path of monetary policies between US and other major central banks is driving the US Dollar higher. Chinese Yuan…
Markets are in a mood for whipsaw over the month of October. Yes, we got some sharp upswings in Dollar,…
Rupee continues to outperform its peers, barring the one day snap decline that happened last week on account of military…
Over the week, Dollar/Rupee made a sharp U-turn as rumours of “policy driven” devaluation made rounds in media circles.
Rupee remains a market driven exchange rate, and unlike currencies which are pegged, like Chinese Yuan, it is not easy…
Volatility is back and it is back with a bang. After an extremely quiet August, where Rupee traded within a…
