Selected Tag: V Thiagarajan

V Thiagarajan

Venkat Thiagarajan is a currency market veteran.

Back to the Future – The Tokyo Drift

A look at Japan and China shows how familiar policy instincts can trap economies in slow-growth loops, even when policymakers believe they know better.

V Thiagarajan

December 6, 2025 at 7:06 AM IST

iStock.com

A Nervous Rupee Meets an Uncomfortable Silence

The rupee’s slide toward 90 underscores a central truth: currencies are not just reflections of fundamentals. They are also mirrors of policy signalling, global crosswinds, biases, and narratives.

V Thiagarajan

December 3, 2025 at 2:42 AM IST

iStock.com

Briefing

India’s Exchange Rate Regime Faces a Moment of Truth

With the rupee trading like a caged bird and IMF reclassification looming, India faces a reckoning on what its exchange rate regime really is.

V Thiagarajan

November 26, 2025 at 3:22 AM IST

AI Power Shift Will Redraw Exchange Rates and Global Leadership

AI supremacy is reshaping global power and could redefine how currencies move, with technological capability emerging as the new driver of exchange rates.

V Thiagarajan

November 18, 2025 at 5:58 AM IST

iStock.com

Cross-Currency

US Shutdown Drags On, Bonds Test Nerves, and a Generation Relearns the Cost of Capital

A quick take on global markets before the noise begins.

V Thiagarajan

November 3, 2025 at 4:28 AM IST

Cross-Currency

Truce Without Treaty, Powell’s Echo Lingers, Markets Eye Liquidity Strain

A quick take on global markets before the noise begins.

V Thiagarajan

October 31, 2025 at 5:16 AM IST

Cross-Currency

Fed Cuts, Powell Cautions; Xi, Trump Begin Bargain Talks

A quick take on global markets before the noise begins.

V Thiagarajan

October 30, 2025 at 4:45 AM IST

Cross-Currency

Trump-Xi Hopes Lift Mood as Markets Chase Ghosts of Past Truces

Cross-Currency is BasisPoint’s daily markets note by V. Thiagarajan, decoding global shifts through currencies and the moods that move them.

V Thiagarajan

October 28, 2025 at 5:36 AM IST

Federal Reserve

Briefing

Myth of Currency Debasement

Markets often mistake monetary flexibility for monetary decay. The greater risk lies in misreading cycles as signs of systemic erosion.

V Thiagarajan

October 12, 2025 at 4:16 PM IST

Briefing

Currencies Under Siege as Fiscal Dominance Takes Hold

When fiscal dominance weakens central banks, the first casualty is often currency stability. The rupee’s path today echoes the struggles of the yen and yuan.

V Thiagarajan

September 26, 2025 at 6:56 AM IST

iStock/Pla2na

Briefing

Rupee on a Leash: RBI’s Dictated Depreciation Strategy

The rupee’s path is less about macro forces and more about RBI’s silent hand, steering it lower while guarding stability with tight control.

V Thiagarajan

September 14, 2025 at 6:33 AM IST

Briefing

When Ratings Lose Their Voice in Markets

Sovereign ratings once swayed markets. Today, investors treat them as lagging signals in a world where information moves faster than agencies.

V Thiagarajan

September 4, 2025 at 9:27 AM IST

Wikicommons

The Bureau

Equities Extend Fed-Led Rebound; Auto Sales Hit Record November High

November Retail Inflation Rises to 0.71% But Still Below RBI’s Tolerance Band

Equity MF Inflows Rebound After Three-Month Slide; Gold ETF Inflows Halve

Fed Divided on Rate Cut as Powell Signals Long Pause Ahead

USTR Shares One-Sided Narrative on Trade Bargains With India

BofA Says Rupee Weakness Hurts Confidence More Than Prices

OMO Injections and VRRR Drains Can Run Side by Side

Fitch Lifts India Growth Forecast, Expects One Last Cut This Week

Sundeep Sikka on Building Team at Nippon MF & the Future of Mutual Funds | Market Makers Part - II

Jallikattu: Tamil Nadu’s Ancient Bull-Taming Tradition