Economic Survey 2025-26 signals an adjustment phase ahead, with moderate growth, stable inflation, fiscal consolidation and policy shifts shaping India's macro outlook
Foreign investors have withdrawn roughly $4 billion from local equities in January, with bankers noting that external commercial borrowing and net foreign direct investment inflows also remain subdued
Trade deal with US could reverse the fortune of the Indian currency
The rupee hitting a historic low of 92 against the US dollar on January 23 is likely to make imports ranging from crude oil to electronic goods, overseas education and foreign travel costlier, stoke inflation concerns, but may offer some relief to exporters. The local currency has slumped by 202 paise, or over 2 per cent, so far this month. In 2025, it had plunged 5 per cent on unabated foreign fund outflows and dollar strength. The immediate impact of a depreciating rupee is on importers who will have to shell out more for the same quantity and price. India is 85 per cent dependent on foreign oil to meet its needs for fuels, such as petrol, diesel and jet fuel. However, it is a relief for the Indian exporters as they receive more rupees in exchange for dollars. Here is how a continuously weakening rupee is likely to impact spending: IMPORTS: The basket of Indian imports includes crude oil, coal, plastic material, chemicals, electronic goods, vegetable oil, fertiliser, machinery,
The rupee has been buffeted by equity outflows, with a record $19 billion last year and a further $2.9 billion this month amid valuation concerns, steep US tariffs and delays in a trade deal
The rupee fell to a fresh record low as foreign equity outflows, weak global risk sentiment and yen carry trade unwinding weighed on the currency, with RBI intervention limiting further losses
RBI's net dollar sales moderated in November, even as its outstanding short dollar position in the forward market rose further, reflecting continued intervention to manage rupee volatility
The Indian currency fell 77 paise to a fresh low of 91.75 against the US dollar on Wednesday
Renewed threats of tariffs by US President Donald Trump -- specifically targeting European nations over a dispute regarding Greenland -- have triggered a global "risk-off" sentiment
Strong headline numbers, low inflation and a modest current account deficit have fostered the belief that little needs fixing
The rupee closed at 90.1525 per dollar, little changed from 90.1625 in the previous session
Deliver average annual return of 12%
The rupee snapped a four-day losing streak in the last session, with bankers flagging possible support from the Reserve Bank of India
The rupee snapped the four-day losing streak and appreciated 12 paise to settle at 90.18 (provisional) against the American currency on Tuesday, tracking a decline in the US dollar index. Forex traders said weak domestic equity markets and geopolitical tensions between the US and Venezuela capped sharp gains for the domestic unit. At the interbank foreign exchange, the rupee opened at 90.22 against the US dollar and traded in the range of 90.08-90.25 before settling at 90.18 (provisional), up 12 paise from its previous close. On Monday, the rupee closed 10 paise lower at 90.30 against the US dollar. "We expect the Rupee to trade with a negative bias on risk aversion in global markets emanating out of geopolitical tensions between the US and Venezuela. Surge in crude oil prices and FII outflows may further pressurise the Rupee," said Anuj Choudhary, Research Analyst, Commodities Research, Mirae Asset Sharekhan. However, a weak Dollar amid disappointing US economic data and any ...
Amid deepening strategic ties and discussions around Free Trade Agreement (FTA) between India and Israel gaining momentum, the State Bank of India (SBI), the only Indian bank with a presence in Israel, is looking to facilitate bilateral trade in Indian rupees. "In view of India's significant trade flows from/to its partner countries and growing interest among the global trading community to trade in the Indian rupee, it has been envisaged by our banking regulators, i.e. Reserve Bank of India, to permit Indian banks to facilitate settlement of exports and imports of their respective corporate clientele in INR. Israel has been identified as one of the partner countries under this mechanism," CEO of SBI Israel, V Manivannan, told PTI. Israeli entities undertaking exports/imports through this mechanism shall receive and make payments in INR, which shall be credited into the Special Rupee Vostro Account (SRVA), against invoices for the supply/purchase of goods or services from the Israeli
The rupee breached the 90-per-dollar level amid sustained corporate dollar demand and FPI outflows, even as banking system liquidity turned surplus after two weeks
Rupee settled at 89.97 per dollar on Thursday as corporate dollar demand and muted trade volumes pressured the currency. Analysts expect the rupee to stay range-bound amid global policy uncertainty
The currency repeatedly fell to record lows during the year, slipping past the 91 level at one point, highlighting the sustained depreciation pressure
The selling comes as the rupee tested a series of record lows against the dollar this month, eroding returns for foreigners
Beyond the immediate cues, stalled India-US trade talks and foreign portfolio outflows continue to weigh on the rupee despite RBI intervention