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30.03.26 - 16:06
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Why India Is Clamping Down on Speculative Rupee Bets (Bloomberg)
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Traders beware — India is taking forceful steps to curb speculative bets against the rupee, triggering a short squeeze.
Ruth Carson explains what this signals about the rupee's strength, especially with mounting pressure from the Iran war. (Source: Bloomberg)...
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30.03.26 - 12:31
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Will Middle East tensions affect Indian economy? What Morgan Stanley said in its report (Times of India)
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India's economy shows strength with robust domestic demand and positive high-frequency indicators. Auto sales and credit growth are up. GST collections remain steady. Manufacturing activity is improving. Labour markets are showing signs of strengthening. Corporate revenues are holding up. Financial flows are supportive. However, Middle East tensions create global uncertainty and a risk of stagflation....
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