Analysis-Foreign investors grow more wary of India as FX curbs hit bonds, earnings risks haunt equities
By Vivek Kumar M, Dharamraj Dhutia and Nimesh Vora MUMBAI, April 15 (Reuters) - India's foreign exchange restrictions have made...
archiveEQUITIES
Asian currencies under pressure with higher oil prices and stagflation risks
Week Ahead FX outlook: Key FX views: Markets remain focused on developments in the Iran conflict and the spillover impact...
Asia FX Talk – What if oil prices spike further? implications of Iran conflict
If meaningful oil price increases are sustained, we think the likes of KRW, INR, and to some extent PHP are...
Asia FX Talk – Firmer yen sets the tone for regional FX despite stronger US payrolls
The broad US dollar index (DXY) remains supported as US Treasury yields rose across the curve, with the 2-year yield...
Asia FX Talk – Silver lining amidst the market Warsh-out
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Indian rupee declines to set fresh record low as capital outflows persist
The Indian rupee fell to a new low on foreign outflows from the nation’s equities, as a delay in a...
Asia FX Talk – Positive sentiment on Asia starting 2026
Our view for Asia FX to generally strengthen against the Dollar are not just driven by the US of course,...
Indian equities deliver lowest dollar returns to FPIs in 2025
The poor performance in dollar terms led to record FPI outflows of more than ₹1.55 lakh crore from Indian equities,...
Asia FX Talk -Regional currencies find support in CNY resilience and Fed easing hopes
Market expectations for a December Fed rate cut have swung sharply, with the latest pricing assigning roughly an 80% probability...
Morgan Stanley Unveils Tailwinds for US Stock Market, Names Bank’s Three Equity Sector Picks
Banking giant Morgan Stanley believes the equity market can sustain its rallies to new all-time highs if several favorable tailwinds...
