Quixotic Banker is a seasoned treasury professional with decades of experience across FX, money markets, fixed income, ALM and balance sheet risk.
RBI’s NDF curbs shift risk from economic reality to geography, raising a quiet but persistent confidence cost for the rupee.
Quixotic Banker
April 5, 2026 at 6:06 AM IST
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RBI's curbs rightly target speculative misuse in FX markets. But blunt restrictions risk leaving genuine hedgers unprotected and amplifying unhedged exposures across the economy.
April 4, 2026 at 5:25 AM IST
India’s rupee push is bold—but trade gaps, credit risks, and shallow liquidity mean guardrails are key for lasting internationalisation.
October 4, 2025 at 12:28 PM IST