India's rupee and bonds weakened before the US-Iran crisis, signalling investor concern over debt, state deficits and RBI support, not oil alone.
Dr Apoorva Javadekar
July 1, 2026 at 5:26 AM IST
IStock.com
The rupee may avoid a slide towards 100 for now, but RBI measures cannot fully offset oil shocks, war risk and India’s external deficit.
Richard Fargose
June 12, 2026 at 8:18 AM IST
The RBI has opened the door wider for foreign capital. Whether investors step in will depend less on policy changes and more on where global yields head next.
Yashveer Singh
June 10, 2026 at 8:28 AM IST
An effort to understand current monetary policy actions as the RBI navigates the impossible trinity of inflation, growth and external stability.
Arvind Chari
June 8, 2026 at 6:54 AM IST
istock.com
With consumer inflation appearing repressed despite mounting price pressures, the RBI's decision to prioritise capital inflows over rate hikes carries growing risks.
Rupa Rege Nitsure
June 8, 2026 at 5:26 AM IST
Istock.com
BasisPoint Insight
June 5, 2026 at 5:42 AM IST