India is in a particularly tricky position as it needs to dance with both the belligerent US eagle and the…
The govt needs to extend initiatives which focus on the needs of individual workers and ensure that the other side…
Global forces could push the rupee in the opposite direction, but carrying risk in the expectation that things may fall…
Volatility is again falling but it may be showing signs of another trough. If this is confirmed in the next…
Most global central banks, wanting to hedge against any possibility of falling afoul of the US, have been reducing their…
As you are more than aware, the volatility of the rupee has fallen to an all-time low
With near zero clarity of what Donald Trump will do on any day if he is re-elected, investors will prefer…
While this is all to the good, certainly for India, we also know that there are no certainties in markets.
China seeking to increase its holdings could just be the start of a bull market.
The rupee has turned “fundamentally” weak, certainly weaker than over the last year or so when the RBI had little…
The ongoing development of AI could be best described as akin to the uncontrolled staggering forward movement of a one-year…
Since the start of this year, the rupee has been amazingly calm—indeed, USD-INR volatility is at the lowest level we…
In other words, positive real interest rates—when the Fed funds rate is higher than the CPI—are the norm, and the…
RBI remains on the job trying to modulate the decline, but it is clear that volatility will rise until a…
We might be entering a multipolar period in the currency markets, where we need to worry not only about the…
India must work on swap deals with its trade-surplus partners. They must have access to enough rupee liquidity to pay…
When considering options, it is important to recognise that as the options market is not as liquid as spot USD-INR…
The Bank for International Settlements conducts a detailed survey in April every three years, where it collects data on Fx…
