Moneycontrol
    Moneycontrol PRO
    LAMF
    LAMF

    Currency

    Jump to

    • OPINION | Rupee’s weakness is because of challenges on the balance of payments front

      Capital flows are in the midst of a tough phase, which has had a knock-on effect on the composition of foreign exchange reserves. RBI may increase interest rates sooner than later to offset narrow interest rate differentials

    • The Currency Battleground: How undervalued yuan powers China's surplus while India's rupee tells a different story

      Beyond the political noise, BIS exchange rate data exposes the true scale of competitive devaluations, showing why China's surplus is a policy outcome while India's deficit reveals a growth story

    • OPINION | An exchange rate modified inflation target is called for

      Such a policy can be operationalized by adding a quantitative clause to whatever inflation target measure or formula mandated

    • India Beyond the Dollar: Navigating a shifting currency order

      As global reliance on the US dollar declines, India cautiously adapts—balancing local currency trade, reserve diversification, and strategic autonomy to strengthen its financial resilience in an emerging multipolar global economy

    • Ruchir Sharma: The world’s strongest currency is also super-competitive 

      Switzerland’s success shows that a nation can revalue its way to prosperity

    • Dollar has been sliding even as US yields rise; What does this mean for Indian stock markets?

      Trade deals are being pursued by countries amid tariff uncertainty

    • The wheels that may spin the Indian Rupee on an appreciation path

      The Indian rupee is gaining ground as global investors bet on India’s economic resilience and dollar weakness, but there are risks ahead

    • UK market selloff deepens with Pound falling to lowest in year

      The pound dropped to a more than one-year low, stocks fell and gilts extended a fourth day of losses on concern the Labour government will struggle to keep the deficit in check as borrowing costs surge

    • European Economy: A weaker Euro won't solve the EU's problems this time

      There’s no silver bullet in the currency markets

    • Chart of the Day: EM currencies are in for a pounding next year

      Volatility will rule and investors are clueless on EM trades

    • A turning point for the dollar is coming

      The short- and long-term prospects of the currency are at odds

    • A yen for carry trades that never left the markets is vexing everyone

      Yen carry trades are back but is another unwinding around the corner?

    • India’s Global Bond Gamble: Unlocking the power of FAR and the currency tightrope

      India's inclusion in global bond indices via the Fully Accessible Route (FAR) has attracted foreign capital, but also exposes the country to volatility risks. Policymakers must balance the benefits of foreign inflows with the need to manage currency and interest rate pressures

    • Rupee internationalisation is no cakewalk

      India and Myanmar are working on a local currency trade settlement mechanism. Despite the bilateral trade being a negligible share of India’s overall trade, the challenges in creating a smooth settlement process here are a pointer to the larger issues which need to be addressed if the Rupee is to be used to settle trades with larger partners 

    • A new currency tries to defy conventional wisdom

      The world’s newest currency, Caribbean Guilder, is the outcome of a currency union between two countries with different economic structures and a sharp disparity in income. The underlying economic conditions are far removed from the ideal scenario for such a union. The journey of the Caribbean Guilder will be followed with interest

    • Yen rally is a lesson in the lost art of FX intervention

      Japan stepped in at key moments, showing that governments do have agency even when battling huge markets

    • The US Federal Reserve is containing Yuan bears. That’s ironic

      The Chinese currency’s gains are notable because economic prospects have deteriorated

    • Global Currencies: King dollar's softening is good news for nearly everyone

      Economies in Europe, Asia and emerging markets will all benefit as the Fed’s new interest-rate story takes hold

    • What's behind the recent stock market correction? The answer lies in Japan

      The quantum and duration of the resulting correction in Indian stock markets will depend on how much more unwinding is expected from Yen carry traders, and how much more support can be expected from DIIs during the consequent FII outflows

    • Decoding Economics: A 2019 IMF paper predicted how the yen carry trade would unwind

      The paper said that large and sharp appreciations and the unwinding of the yen carry trade run the risk of lowering actual and expected inflation, squeezing corporate profits, and generating a negative wealth effect through depressed equity prices

    • Which came first—yen carry trade unwinding or equity selloff?

      The leap in the yen and fall in higher-yielding currencies suggests that the dollar-yen carry trade and some of these other yen carry trades really did unwind

    • The death of the dollar is still a tale

      The dollar is no longer as dominant as it was in the eighties or nineties but it’s no pushover either as countries such as China push their own currency as a replacement

    • Dollarisation or not, Argentina’s future will be expensive

      As long as the dollar is the competition for domestic transactions, stabilising the peso will not be easy

    • Surging Dollar: It’s on a rampage, not on the attack

      A surging US currency, and weakening counterparts in Asia, aren’t signs that the world is entering a new FX war

    • Asian currencies can't fight the dollar on a rampage

      The greenback is strong because the American economy is vigorous. The region does have choices, none of them easy

    Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347