Reer

Foreign exchange reserves have risen by $50 billion since the beginning of the year, despite a net ~ $14 billion outflow from domestic equity and debt markets in the same period.

Policy | For double digit GDP growth, focus on boosting exports

For sustained exports, competitiveness is the key, which depends on factors ranging from cost of credit, logistics cost, transaction cost, currency movement, productivity, skilling, marketing and branding.

Here's why UBS sees no significant upside to the rupee from here

UBS Securities believes the currency will hover around 65 levels, but sticks to its year-end forecast of 70/USD, implying a weakness.

Rupee not overvalued; steel a big problem area: RBI's Rajan

Raghuram Rajan says a lot of cleaning up has been done to remove some of the legacy issues. He feels power sector reforms and cleaning up of balance sheets will help unclog some sectors

'Real impact of rupee fall limited due to low inflation'

Finance secretary Rajiv Mehrishi is not too perturbed by the rupee fall. He says while the currency has devalued against the dollar, it has appreciated against other currencies.

Good if rupee weakens to 65-65.5/USD on yuan dip: Stanchart

The weakening of the yuan has both positive and negative implications for India, Narayan says, adding that a depreciation in the rupee to 65-65.5 to the dollar would be great news as the Indian currency is overvalued.

See volatile mkts over 2-3 months; like industrials: Ambit

Vaibhav Sanghavi, Managing Director at Ambit Investment Advisory, explains: "We expect earnings to grow by 20% in FY17 and 12% this year. So going by sheer earnings growth, even without a massive re-rating in the markets, cumulatively we will grow 32-33% in two years, which takes the index number from 8500 to 11000."

Awaiting CSO estimates, Budget, inflation data: Violet Arc

Sanju Verma, CEO, Violet Arc Global believes no governor can tackle both inflation and exchange rate at the same time and Raghuram Rajan is trying to do just that. "If governor doesn‘t want the rupee to appreciate any further then he will have to allow inflation to rise or vice-versa."

Rupee oversold; solvency fears unfounded: Credit Suisse

The brokerage feels the rupee is cheap and does not agree with the widely-held view that it should weaken further against the dollar, since inflation is high.

Rise of Japanese currency overstreched: Nirmal Bang

Nirmal Bang has come out with its report on Japanese Yen. According to the research firm, the new governor of Bank of Japan (BoJ) will deliver by enhancing asset purchase program, albeit at a slower pace; the yen valuations could be a constraint on any significant fall in Q2 2013.

Inflation slowing, indicators suggest: RBI deputy gov

India's inflation is slowing, as suggested by momentum indicators, and the ceiling for interest rates has been reached, the Reserve Bank of India (RBI) Deputy Governor Subir Gokarn said on Thursday.