Podcasts about Indian rupee

Traffic is returning through the Strait of Hormuz, but for the global ship recycling market, the timing has come too late. In Week 23 of 2026, vessel movements through Hormuz improved materially, even though the formal US-Iran framework remains unsigned. Brent crude eased into the USD 95–97 per barrel range as markets priced in de-escalation, while freight markets moved in the opposite direction. The Baltic Dry Index climbed above 3,200, and Capesize earnings touched nearly USD 49,500 per day, keeping older vessels trading rather than heading for recycling. Across the subcontinent, the key issue remains unchanged: demand is present, financing is available, pricing is firm, but tonnage supply remains limited. The pre-monsoon beaching window has now effectively closed, shifting the main constraint from geopolitics to weather. This week's episode examines: • Strait of Hormuz traffic recovery and US-Iran deal uncertainty • Brent crude easing and global energy market reaction • Baltic Dry Index strength and Capesize freight earnings • Why strong freight continues to delay ship recycling supply • Bangladesh ship recycling market stability and Taka performance • Chattogram demand, LC financing, and monsoon impact • Indian Rupee recovery and Alang market conditions • RBI policy measures and India's ship recycling outlook • Pakistan Rupee strength and Gadani pricing leadership • Turkey's Lira stability, inflation pressure, and Aliaga's EU-regulated niche • Subcontinent recycling prices, vessel supply, and cash buyer sentiment • Why the market enters monsoon season with demand intact but supply absent Key market takeaway: The Strait of Hormuz is gradually returning to operation, Brent crude has eased, and currency conditions have improved across parts of the subcontinent. However, dry bulk freight remains strong, older vessels continue trading, and the monsoon has now closed the practical recycling window. The traffic returns. The window is gone. For full details, vessel rankings, and port positions, download the GMS Weekly on our GMS website or mobile app. Follow GMS on LinkedIn, Facebook, Instagram, and X for daily updates.

After seven weeks of uncertainty, the global ship recycling market finally received its strongest diplomatic breakthrough yet. In Week 22 of 2026, the United States and Iran reached a tentative agreement to extend the ceasefire and begin reopening the Strait of Hormuz. The announcement triggered a sharp decline in Brent crude oil prices, with Brent falling back toward USD 96-97 per barrel as markets began pricing in the prospect of restored Middle East energy flows. Yet despite the diplomatic progress, the ship recycling sector remains constrained by one critical factor: timing. While the Hormuz reopening narrative gathered momentum, the subcontinent recycling markets entered the final stages of the pre-monsoon season. With Bangladesh, India, and Pakistan approaching monsoon-related operational slowdowns, the long-awaited improvement in market sentiment arrived just as recycling activity faces its seasonal closure. Freight markets also remain supportive for vessel owners. The Baltic Dry Index strengthened above 3,100, Capesize earnings exceeded USD 44,000 per day, and dry bulk freight returns continued encouraging owners to keep older vessels trading rather than recycling them. This week's episode examines: • US-Iran ceasefire extension and Hormuz reopening developments • Brent crude oil decline and energy market reaction • Baltic Dry Index performance and dry bulk freight trends • Capesize and Panamax earnings outlook • Bangladesh ship recycling market conditions and LC financing stability • Indian Rupee recovery and Alang recycling market developments • Pakistan Rupee strength and Gadani pricing trends • Turkey's inflation outlook and Aliaga recycling market activity • Monsoon season impact on ship recycling decisions • Vessel supply shortages and demolition market sentiment • Cash buyer outlook and subcontinent recycling pricing • Global ship recycling market trends for owners, brokers, recyclers, and investors Key market takeaway: The deal the recycling market waited months to see has finally arrived. Oil prices have eased, diplomatic momentum has improved, and the Strait of Hormuz may eventually reopen. However, freight earnings remain elevated, vessel supply remains scarce, and the monsoon season is effectively closing the recycling window across the subcontinent. The passage may finally be opening. The recycling window has already closed.   For full details, vessel rankings, and port positions, download the GMS Weekly on our GMS website or mobile app. Follow GMS on LinkedIn, Facebook, Instagram, and X for daily updates.

#stockmarket #finance #investing #rupee #olaelectric #apollohospitals #jubilant #meta #gdp #sebi #india #economy #crudeoil #q4earnings #businessnewsCatch the latest market updates! The Indian Rupee hits a record low of 96.96/$ amid global energy shocks, while the UN cuts India's 2026 GDP forecast to 6.4%. We also break down Q4 FY26 earnings for Ola Electric, Jubilant FoodWorks, and Apollo Hospitals. Plus, we cover SEBI's mutual fund salary proposal and Meta's AI-driven layoffs.https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooks00:00 Oil prices fell02:49 SpaceX & OpenAI IPO03:34 Xi & Putin Oppose Iran War04:18 UK-Gulf States Trade Deal05:02 EU-US Trade Pact Advances05:37 UAE Hormuz Bypass Pipeline06:24 Meta Lays Off Thousands07:04 India & Italy Boost Trade08:10 SEBI's Mutual Fund Salary Proposal09:35 Peak Power Demand Hits 265 GW11:11 Rupee Hits Record Low12:07 UN Cuts India's GDP Forecast12:19 April Core Sector Growth at 1.7pc14:14 Ola Electric Q4 FY26 Results15:35 Jubilant FoodWorks Q4 FY26 Results16:33 Apollo Hospitals Q4 FY26 Results17:22 Knowledge Section

In this episode of IPS Finance, we discuss whether investors should consider investing in alternative energy companies and the long-term opportunities in the renewable energy sector. The episode also analyzes the impact of the Indian Rupee hitting historic lows, explaining how currency weakness can affect the economy, imports, inflation, and the stock market. A concise and insightful breakdown to help investors understand emerging sectors and major economic trends.

A double whammy for Indian markets today. The Nifty closed slightly lower at 23,644 as Brent crude jumped over 3% and the Indian Rupee breached the 96 per dollar mark for the first time in history. Join tonight's wrap-up as we break down why the Trump-Xi meeting failed to ease geopolitical tensions and what it means for your investments.

A double whammy for Indian markets today. The Nifty closed slightly lower at 23,644 as Brent crude jumped over 3% and the Indian Rupee breached the 96 per dollar mark for the first time in history. Join tonight's wrap-up as we break down why the Trump-Xi meeting failed to ease geopolitical tensions and what it means for your investments.

A double whammy for Indian markets today. The Nifty closed slightly lower at 23,644 as Brent crude jumped over 3% and the Indian Rupee breached the 96 per dollar mark for the first time in history. Join tonight's wrap-up as we break down why the Trump-Xi meeting failed to ease geopolitical tensions and what it means for your investments.

Week 18 marks a structural turning point in global ship recycling markets as the situation in the Strait of Hormuz shifts from disruption to sustained blockade. What was previously seen as a temporary constraint has now evolved into a large scale supply shock, with oil markets reacting sharply and reshaping the economics of vessel trading and recycling. Brent crude surged to multi year highs, briefly reaching USD 126 per barrel before stabilizing above the USD 110 range. This sharp increase reflects a significant tightening in global energy supply, with Hormuz transit flows dropping to nearly four percent of normal levels. The scale of disruption is now being described as one of the largest in history, with no immediate resolution in sight. Despite this volatility in energy markets, freight rates remain firm. The Baltic Dry Index continues to hold near recent highs, supported by strong Capesize and Supramax earnings. Elevated freight returns are reinforcing vessel trading economics, keeping older tonnage active in the market and delaying recycling decisions. Currency movements across the sub continent reflect varying exposure to the energy shock. The Indian Rupee has weakened to record lows due to heavy reliance on Hormuz linked imports, while Pakistan's Rupee has remained stable, providing a relative advantage. Bangladesh continues to operate within a stable range, and the Turkish Lira has shown modest recovery. Bangladesh remains the leading destination with strong pricing, improved financing conditions, and a cleared Letter of Credit pipeline. However, the market continues to face a lack of available vessels. India maintains its structural advantage through a large base of compliant yards, though currency pressure and energy exposure continue to weigh on competitiveness. Pakistan is emerging as the strongest structural player this quarter, supported by stable currency, firm steel pricing, and proximity to Gulf trade routes. Turkey remains limited to niche activity due to its pricing gap with the sub continent. No recycling transactions were reported this week, reinforcing the ongoing supply shortage. As the monsoon window narrows to approximately four weeks, the expected release of vessels is increasingly being deferred. The Q1 overhang is now transitioning into a confirmed Q2 backlog. This episode provides a detailed analysis of ship recycling trends, recycling pricing, freight dynamics, and the broader geopolitical factors shaping supply across global markets.   Key Market Developments this Week • Hormuz disruption shifts into a structural blockade • Brent crude spikes to USD 126 before stabilizing above USD 110 • Global oil supply shock intensifies with flows near four percent of normal • Baltic Dry Index holds steady with firm vessel earnings • Strong freight rates continue to discourage recycling activity • Indian Rupee weakens to record lows on energy exposure • Pakistan Rupee stabilizes, strengthening relative positioning • Bangladesh maintains top pricing with improved LC processing • India retains compliance strength despite currency pressure • Pakistan benefits from Gulf proximity and structural alignment • Turkey remains limited to EU regulated recycling segment • No recycling transactions reported across all destinations • Q1 tonnage overhang transitions into a growing Q2 backlog   Links & Resources Subscribe to GMS Weekly: https://www.gmsinc.net/get-in-touch/#SubscribeToGMS GMS Mobile App: https://onelink.to/gms-app LinkedIn: https://www.linkedin.com/company/gms-leadership X (Twitter): https://x.com/GMS_Leadership Instagram: https://www.instagram.com/gms_leadership    

Week 17 of 2026 marks a decisive shift in global ship recycling markets as geopolitical risk intensifies and supply constraints deepen. In this episode, Grace and Ryan break down the latest developments shaping the industry, including the indefinite extension of the US-Iran ceasefire, renewed escalation in the Strait of Hormuz, and its direct impact on oil, freight, and recycling dynamics. Brent crude has rebounded toward the mid-90 dollar range as geopolitical risk reasserts itself, reversing last week's demand-driven softness. At the same time, freight markets continue to strengthen, with the Baltic Dry Index reaching multi-month highs and Capesize earnings climbing on sustained Brazil to China iron ore flows. Strong vessel earnings remain the key factor discouraging recycling activity. Currency movements across the sub-continent are reinforcing existing pricing dynamics rather than driving change. The Indian Rupee has weakened, the Pakistani Rupee remains stable, Bangladesh holds within range, and the Turkish Lira has reached fresh lows. Despite these shifts, the core issue remains unchanged: a lack of available tonnage. Bangladesh continues to lead the market with strong pricing, stable currency, and accelerated Letter of Credit approvals. However, with only five weeks remaining before the monsoon season, time pressure is intensifying. Compliance scrutiny remains elevated, with due diligence now embedded across transactions. India retains its structural advantage with Hong Kong Convention compliant yards, but ongoing currency weakness and energy exposure linked to Hormuz disruptions continue to limit competitiveness. Pakistan is emerging as the strongest performer, with firm pricing, stable fundamentals, and a reinforced proximity advantage to Gulf tonnage. Turkey remains uncompetitive for mainstream recycling and is limited to EU regulated tonnage. No major recycling transactions were reported this week, highlighting continued supply tightness across all destinations. As the monsoon window narrows, the market narrative is shifting. The expected release of tonnage is no longer delayed but increasingly deferred, raising the likelihood of a growing backlog into Q2. This episode provides a clear, data-driven view of ship recycling trends, scrap market pricing, freight dynamics, and global maritime risk factors shaping supply decisions.   Key Market Developments This Week Indefinite ceasefire extension with escalation in the Strait of Hormuz Brent crude rebounds toward mid-90 dollar levels on geopolitical risk Baltic Dry Index rises to multi-month highs with strong Capesize earnings Vessel earnings remain elevated, discouraging recycling activity Currency movements stable but reinforcing existing pricing structure Bangladesh leads with improving LC flows and strong pricing India remains constrained by currency weakness and energy exposure Pakistan strengthens with firm pricing and Gulf proximity advantage Turkey remains limited to EU compliant recycling segment No major recycling sales reported, confirming supply shortage Q1 tonnage overhang increasingly shifting into a Q2 backlog      

Week 15 of 2026 marks a potential turning point for the global ship recycling markets, as the long-standing war-driven oil premium begins to ease for the first time in months. In this episode, Grace and Ryan break down the latest developments across Bangladesh, India, Pakistan, and Turkey, highlighting how falling oil prices, firm freight markets, and stable currencies are shaping recycling sentiment. The macro environment shifted this week as Brent crude dropped sharply from above USD 109 to near USD 101 per barrel following geopolitical developments involving Iran. However, despite this correction, the Baltic Dry Index climbed above 2,100, indicating that freight earnings remain strong and continue to delay recycling decisions. Currency markets remained relatively stable, with the U.S. Dollar softening slightly, offering marginal support to sub-continent buyers, while the Indian Rupee weakened modestly after last week's rebound. Regionally, Bangladesh continues to lead the market, supported by a sharp increase in steel plate prices to BDT 71,000 and improving Letter of Credit approvals. India remains structurally strong with over 110 HKC-compliant yards but is still constrained by limited supply and ongoing energy challenges. Pakistan stands out for its stability, with firm steel prices and a steady currency supporting consistent bidding. Turkey, despite a slight currency recovery, remains uncompetitive for mainstream tonnage and focused on niche EU-regulated recycling. A notable transaction this week included an LNG vessel reported at USD 513 per LDT, signaling that deals are still occurring, albeit selectively. The key theme remains unchanged: recyclers are ready to buy, but vessel supply continues to lag. As oil prices soften and geopolitical uncertainty evolves, the market may be approaching an inflection point, but the timing of any meaningful supply release remains uncertain. As Q2 progresses and the monsoon window narrows, the industry is watching closely: will lower oil prices trigger increased recycling activity, or will firm freight markets continue to delay the flow of tonnage?   Key Market Developments this week War premium in oil begins to ease as Brent drops from USD 109 to ~USD 101 Baltic Dry Index rises above 2,100, keeping freight earnings strong Vessel supply remains constrained despite improving recycling conditions Bangladesh leads with strong steel prices and improving LC approvals India faces currency pressure and energy constraints despite strong infrastructure Pakistan remains stable with firm steel prices and competitive positioning Turkey shows slight recovery but remains uncompetitive for mainstream recycling LNG vessel sale reported at USD 513/LDT highlights selective deal activity Market approaching potential inflection point, but supply response still pending    

In this episode of IPS Finance, we discuss how defence sector stocks are gaining attention despite ongoing war tensions and what it means for investors. The episode also analyzes how the RBI has stepped in to stabilize the Indian Rupee, and whether such interventions can be sustained going forward. A clear and practical breakdown to help investors understand market risks and opportunities in uncertain times.

Week 14 of 2026 sees the global ship recycling markets enter Q2 under continued pressure, with many of the same challenges from Q1 still firmly in place. In this episode, Ingrid and Henning walk through the latest developments across Bangladesh, India, Pakistan, and Turkey, where recyclers remain active but are still facing a shortage of workable end-of-life vessel supply. The broader macro environment continues to play a key role. Ongoing tensions in the Middle East are keeping oil prices elevated above USD 100 per barrel, supporting freight earnings and delaying demolition decisions. As a result, older vessels are staying in service longer, limiting the flow of tonnage into recycling yards. Currency movements added another layer this week. The Indian Rupee rebounded following central bank intervention, offering some support to local buyers, while the Turkish Lira weakened further, keeping Turkey uncompetitive for mainstream tonnage. At the same time, mixed steel price trends across the sub-continent continue to make pricing decisions more difficult. Regionally, Bangladesh remains the most active market, with steady post-Eid momentum, improving LC approvals, and firm pricing levels. India continues to benefit from strong HKC compliance infrastructure but remains constrained by limited supply and operational challenges. Pakistan shows improving stability, supported by firm steel prices and growing compliance capacity, while Turkey remains focused on niche EU-regulated recycling segments. The key theme this week remains unchanged: recyclers are ready to buy, but vessels are not arriving in sufficient numbers. As Q2 begins, the market continues to watch closely -  will supply improve ahead of the monsoon season, or will strong freight markets continue to delay recycling activity? Key Market Developments This Week Q2 opens with continued pressure from oil, freight, and geopolitical factors Elevated freight earnings continue to delay recycling decisions Ongoing shortage of end-of-life vessel supply across all major markets Bangladesh remains the most competitive and active destination Indian Rupee rebound offers support, but operational challenges persist Pakistan strengthens position with stable steel prices and improving sentiment Turkey remains uncompetitive for mainstream tonnage due to currency weakness Compliance and due diligence remain key following unresolved sanctioned vessels Overall market activity remains subdued despite improving buyer appetite

In this episode of IPS Finance, we discuss the positive close in the stock market and analyze whether the uptrend is likely to continue in the coming sessions. The episode also explains the measures taken by the RBI to strengthen the Indian Rupee and their impact on the overall market. A quick and insightful breakdown to help investors understand market direction and make informed decisions.

In this episode of IPS Finance, we discuss why the Indian Rupee weakened to the 95 level and the key factors driving this sharp decline. The episode also analyzes the continuous fall in gold prices, what it indicates for the market, and the important points investors should watch closely. A concise and insightful breakdown to help you understand currency movements and make better investment decisions.

In this episode of IPS Finance, we analyze whether the reduction in excise duty is beneficial or unfavorable for oil companies and what it means for the overall market. The discussion also explains why the Indian Rupee touched a historic low of ₹94, the key reasons behind the fall, and its impact on the economy and investors. A clear and concise breakdown to help you understand the bigger financial picture and make informed decisions.

Week 12 of 2026 sees global ship recycling markets enter a seasonal pause as Eid holidays slow activity across key recycling destinations including Bangladesh, India, Pakistan, and Turkey. However, underlying market pressures continue to build. Escalating geopolitical tensions in the Middle East remain the dominant macro driver, with oil prices briefly approaching 120 USD per barrel before stabilizing above 100 USD. Elevated energy prices are supporting freight markets, with the Baltic Dry Index holding above 2,000 levels. This is delaying the flow of end-of-life vessels into recycling yards. In this episode, Ingrid and Henning discuss how rising oil prices, firm freight earnings, and a strengthening U.S. Dollar are tightening vessel supply while also pressuring recycling market fundamentals. Despite improved pricing levels across the subcontinent, a lack of available tonnage continues to limit transactions. Bangladesh remains the price leader but recorded no meaningful deals due to the Eid slowdown and ongoing financing constraints. India faces pressure from rising energy costs and currency weakness but maintains a competitive advantage through its Hong Kong Convention compliant recycling yards. Pakistan shows improving sentiment with stable currency levels, strong steel prices, and expanding HKC certified capacity. Turkey remains subdued amid currency depreciation and regulatory challenges. The key theme this week is clear. Strong pricing but no supply. As markets prepare to reopen after Eid, attention turns to whether a short-term increase in recycling activity can materialize ahead of the monsoon season, or if elevated freight earnings will continue to delay vessel recycling decisions. Key Market Developments This Week • Eid holidays pause ship recycling activity across Bangladesh, India, Pakistan, and Turkey • Middle East conflict pushes oil prices above 100 USD, briefly nearing 120 USD per barrel • Baltic Dry Index remains firm above 2,000, supporting vessel earnings • Higher freight rates delay recycling supply as older vessels remain in operation • U.S. Dollar strengthens against regional currencies, pressuring recycling margins • Bangladesh leads pricing but records no transactions during the holiday week • Indian Rupee weakens while steel prices remain volatile amid supply concerns • Pakistan shows improving sentiment with stable currency and strong steel prices • Expansion of HKC compliant yards in India and Pakistan supports future green recycling demand • Turkey market remains quiet amid Lira depreciation and ongoing regulatory challenges    

In this episode of IPS Finance, we discuss the Indian Rupee reaching a new high against the US Dollar and what investors should carefully watch in the current currency movement. The episode also analyzes the recent rise in IT stocks and whether this uptrend is sustainable or just a short-term bounce. A clear and practical discussion to help investors understand currency impact, sector trends, and market opportunities.In this episode of IPS Finance, we discuss the Indian Rupee reaching a new high against the US Dollar and what investors should carefully watch in the current currency movement. The episode also analyzes the recent rise in IT stocks and whether this uptrend is sustainable or just a short-term bounce. A clear and practical discussion to help investors understand currency impact, sector trends, and market opportunities.

India is home to more than a billion people. For decades, many families lived with uncertainty around food, water and work. Even as incomes rise and the economy grows, for many people the fear of not having enough remains. It's called 'scarcity mindset'. We find out how it impacts daily lives.If you'd like to get in touch with the team, our email address is businessdaily@bbc.co.ukPresented and produced by Devina GuptaBusiness Daily is the home of in-depth audio journalism devoted to the world of money and work. From small startup stories to big corporate takeovers, global economic shifts to trends in technology, we look at the key figures, ideas and events shaping business.Each episode is a 17-minute deep dive into a single topic, featuring expert analysis and the people at the heart of the story.Recent episodes explore the weight-loss drug revolution, the growth in AI, the cost of living, why bond markets are so powerful, China's property bubble, and Gen Z's experience of the current job market.We also feature in-depth interviews with company founders and some of the world's most prominent CEOs. These include Google's Sundar Pichai, Wikipedia founder Jimmy Wales, Canva CEO Melanie Perkins, and the CEO of Starbucks, Brian Niccol.(Picture: A person's hand holding a brown leather wallet filled with Indian Rupee currency bills. Credit: Getty Images)

The global ship recycling market saw another sharp shift this week as the U.S. dollar weakened across nearly all recycling destinations, providing fresh support to buyer sentiment across the sub-continent. Steel fundamentals also strengthened significantly, with India, Pakistan, and Bangladesh reporting notable weekly jumps in local steel plate prices. In this week's ship recycling market podcast, Ingrid and Henning break down the latest movements in the Baltic Dry Index, oil prices falling below sixty-two U.S. dollars per barrel, and how improving domestic fundamentals are reshaping pricing expectations across the Indian sub-continent. Pakistan continues to lead the market, supported by firm steel levels, improving currency performance, and renewed demand for dry bulk candidates. Bangladesh re-enters the spotlight as Chattogram activity increases, though uncertainty remains high with national elections approaching mid-February. India shows stronger footing as steel prices rebound and the Indian Rupee strengthens, while Turkey remains subdued, with Aliaga activity limited and the Turkish Lira continuing its gradual decline. This episode also highlights the ongoing shortage of recycling candidates, increased interest in older handy bulkers and LNG units, and the evolving balance of supply and demand shaping demolition pricing into early 2026. Designed for shipowners, cash buyers, recyclers, brokers, financiers, and maritime professionals tracking global demolition markets, this weekly discussion covers pricing direction, market sentiment, HKC compliance developments, and the key risks and opportunities currently shaping the ship recycling landscape.

The global ship recycling market continues to shift as volatility, currency pressure, and limited vessel supply reshape buyer behavior across key destinations. In this episode, Ingrid and Henning discuss the latest developments across the Indian sub-continent and Turkey, as market rankings reshuffle and sentiment moves rapidly week to week. Bangladesh falls to the bottom of the regional pricing table amid weak bidding activity and upcoming elections, while Pakistan moves to the top following improved demand, reduced Iranian steel imports, and the addition of another HKC-compliant yard with Salams International receiving its Statement of Compliance from ClassNK. India remains active for specialist tonnage such as LNG carriers and non-ferrous-rich vessels, though continued Indian Rupee weakness and steel price sensitivity keep recyclers cautious. Turkey experiences renewed activity with increased RoRo arrivals, even as ongoing Lira depreciation limits longer-term upside. This weekly market conversation covers recycling pricing levels, currency movements, steel fundamentals, tonnage flows, and what shipowners, brokers, and maritime stakeholders should be watching as 2026 unfolds. Designed for shipowners, cash buyers, recyclers, brokers, financiers, and maritime professionals monitoring global demolition markets and vessel recycling trends.

The Nifty slipped again, but the real panic is in the currency market. The Indian Rupee just hit a fresh all-time low of 91.74 against the Dollar. Why is the currency bleeding? Because Trump's latest threat to buy Greenland (?) and slap tariffs on the EU has spooked global investors. But amidst this chaos, two massive opportunities emerged: The Govt officially invited bids for IDBI Bank, and the Adani Group committed a staggering $66 Billion to Maharashtra. Join Sanket Bendre as we analyze if you should fear the falling Rupee or follow the big money.

The Nifty slipped again, but the real panic is in the currency market. The Indian Rupee just hit a fresh all-time low of 91.74 against the Dollar. Why is the currency bleeding? Because Trump's latest threat to buy Greenland (?) and slap tariffs on the EU has spooked global investors. But amidst this chaos, two massive opportunities emerged: The Govt officially invited bids for IDBI Bank, and the Adani Group committed a staggering $66 Billion to Maharashtra. Join Sanket Bendre as we analyze if you should fear the falling Rupee or follow the big money.

The Nifty slipped again, but the real panic is in the currency market. The Indian Rupee just hit a fresh all-time low of 91.74 against the Dollar. Why is the currency bleeding? Because Trump's latest threat to buy Greenland (?) and slap tariffs on the EU has spooked global investors. But amidst this chaos, two massive opportunities emerged: The Govt officially invited bids for IDBI Bank, and the Adani Group committed a staggering $66 Billion to Maharashtra. Join Sanket Bendre as we analyze if you should fear the falling Rupee or follow the big money.

In 2025, the Indian rupee has quietly become Asia’s worst-performing currency but the real impact isn’t just on trading screens, it’s inside Indian homes. From higher cooking oil prices and costlier foreign education to travel bills and shrinking savings returns, rupee volatility is reshaping middle-class finances in ways few anticipate. Why is the currency weakening despite strong GDP growth, healthy forex reserves, and a manageable current account deficit? Host Anirban Chowdhury talks to Madan Sabnavis, Chief Economist, Bank of Baroda to unpack how import inflation seeps in with a lag, why RBI interventions focus more on volatility than levels, and why currency swings hurt consumers more than a steady decline. With foreign investors pulling billions out, US-India trade talks stalled, and global sentiment overpowering fundamentals, the rupee’s fate may lie beyond domestic control. Listen In:You can follow Anirban Chowdhury on his social media: X and Linkedin Check out other interesting episodes from the host like Battle Beyond Borders, Peace Perished: Explaining the Pahalgam Terror Attack, Corner Office Conversation with Sridhar Vembu, CEO, of Zoho Corporation, Rebel Foods’ chief on Building Brands, Tech, and an IPO on the Horizon and much more. Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.See omnystudio.com/listener for privacy information.

https://shorturl.at/JNzcKBook Your Seat for Bengaluru Offline Session!Get your crucial Daily Stock Market News update covering global and Indian markets! Wall Street surged on rate cut hopes, while the Indian Rupee crossed ₹90, prompting a call from Uday Kotak. SEBI launched the SWAGAT-FI single window for low-risk Foreign Portfolio Investors (FPIs). Track Flipkart's post-festive order surge and the issues leading to IndiGo's flight cancellations in November. Plus, Embassy REIT's big acquisition and IGX IPO plans.Learn about AI investing: https://shorturl.at/gM97l How to Use Artificial Intelligence for Investing - Combo of 5 ebooks#StockMarketIndia #Sensex #Nifty #FPI #RupeeNews

#cuttheclutter Rupee today hit a record-low to 90 against US dollar. In 1765 of #CutTheClutter, ThePrint Editor-In-Chief explains the factors behind Indian currency's fall against a weakening dollar, as other currencies rise. He also looks at the implications & reasons why an organic fall is natural & necessary. --------------------------------------------------------------------------------------------- To read Stephen Miran's article: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf

Catch up on the crucial market drivers! Today's summary covers the Fed ending Quantitative Tightening (QT) and injecting $13.5B liquidity. See the impact of the Indian Rupee hitting a record low near ₹90/$ and the major changes coming to the Nifty Bank index weights (HDFC/ICICI impact). Plus, US growth upgrades, GOP tax plans, and Tata Communications' new AI acquisition.How to Use Artificial Intelligence for Investing - Combo of 5 ebooks https://shorturl.at/gM97l00:00 Start01:34 Fed Liquidity Injection Ends QT03:08 OECD Upgrades Global Growth Forecasts05:00 Russia Downplays India Oil Import Dip06:01 US Allies Form AI Mineral Supply Pact07:52 Tax Refunds Expected from GOP Bill09:54 Rupee Hits Record Low Near ₹90/$11:35 NSE Caps Index Concentration13:55 India Keeps PSB FDI Limit at 20pc14:42 Indian Sugar Output Surges 43pc16:58 Tata Comm Buys 51% AI Firm Stake18:55 Adani Ports November month update19:20 Swiggy Plans ₹10,000 Crore QIP

In this episode of Imperfect Show Finance, stock market expert V. Nagappan explores what Mutual Fund investors should do during a falling market. He also analyzes whether continuous selling by FPIs could lead to a further decline in the value of the Indian Rupee. The discussion covers the latest buzz surrounding the Meesho IPO and provides key insights into the government's Sanchar Saathi initiative. This episode offers clear, practical perspectives for investors navigating today's volatile financial landscape.

#RupeeAllTimeLow #SensexRejig #stockmarketindia #ril #tatapower #labourcodes #indianeconomy #FIIOutflow #g20summit #marketupdate https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooksCatch the latest market volatility! The Indian Rupee hit a historic low of 89.49 against the USD, driven by massive FII outflows and a record trade deficit. Get the detailed analysis on why the RBI conceded the 88.80 support line.We cover major corporate and index shakeups: Reliance (RIL) halts Russian crude imports for its export unit due to US sanctions, while Indigo (InterGlobe Aviation) replaces Tata Motors in the Sensex Rejig. Plus, Tata Power signs a massive ₹1,572 Cr deal for a Bhutan hydro project.Learn how the New Labour Codes are set to formalize 150-200 million workers, promising 3x-4x growth for the organized Staffing sector. Global news includes falling oil prices and the launch of the ACITI Tech Partnership between India, Canada, and Australia at the G20 Summit.Stay updated with key stock developments on Tata Chemicals, Aurobindo Pharma, and the Adani Group exit from AWL.00:00 Start00:16 Oil/Energy Stocks Fall on Trump Ukraine Peace Plan02:26 Treasury Yields Slide on Potential December Fed Cut04:08 India, Canada, Australia Launch ACITI Tech Partnership05:28 Rupee Hits Record Low Amid Outflows and Trade Deficit07:53 India Business Growth Slows to 6-Month Low09:10 New Labour Codes Set to Transform Staffing Sector10:55 FinMin Revives Merger of PSU Insurers11:47 SEBI to Include REITs in Market Indices13:04 Kotak Mahindra Leads IDBI Bank Stake Bids13:48 Tata Chemicals Approves ₹910 Cr Capacity Expansion14:24 Sensex Indices Undergo Major Rejig15:20 Tata Power Invests in Bhutan Hydropower Project16:03 Adani Group Exits Adani Wilmar Stake16:36 US Court Upholds $194.2M Fine Against TCS17:33 Aurobindo Pharma Targets Break-Even at China Plant18:16 Knowledge Section

In 2009, the Indian government launched a national competition to find a design for the Indian rupee.With more than 3,000 entries and five finalists, the winning design was announced on 15 July 2010.The designer was by Udaya Kumar Dharmalingam, a student at the Industrial Design Centre at the Indian Institute of Technology Bombay. He speaks to Surya Elango.Eye-witness accounts brought to life by archive. Witness History is for those fascinated by the past. We take you to the events that have shaped our world through the eyes of the people who were there. For nine minutes every day, we take you back in time and all over the world, to examine wars, coups, scientific discoveries, cultural moments and much more. Recent episodes explore everything from the death of Adolf Hitler, the first spacewalk and the making of the movie Jaws, to celebrity tortoise Lonesome George, the Kobe earthquake and the invention of superglue. We look at the lives of some of the most famous leaders, artists, scientists and personalities in history, including: Eva Peron – Argentina's Evita; President Ronald Reagan and his famous ‘tear down this wall' speech; Thomas Keneally on why he wrote Schindler's List; and Jacques Derrida, France's ‘rock star' philosopher. You can learn all about fascinating and surprising stories, such as the civil rights swimming protest; the disastrous D-Day rehearsal; and the death of one of the world's oldest languages.(Photo: Udaya Kumar Dharmalingam on 15 July 2010. Credit: Abhijit Bhatlekar/Mint via Getty Images)

Market news for September 23, 2025: Gold hits record high as traders bet on US rate cuts, eye Powell’s signal; Indian rupee at record low after US visa fee hike; Singapore’s core inflation slows to 0.3% in August, below expectations; Merdeka Gold shares soar on Indonesia’s biggest IPO this year. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day’s market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Produced and edited by: Chai Pei Chieh & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

This Week 32 GMS Weekly Podcast covers the latest global ship recycling market updates for India, Pakistan, Bangladesh, and Turkey. Global overview: Liberation Day tariffs from April are now in effect, impacting India and other key destinations. Oil prices dropped 5% to USD 63.90 per barrel. The Baltic Dry Index rose over 2%, led by a 4.3% Cape index gain. Currency movements were mixed: the U.S. Dollar strengthened against the Indian Rupee, Pakistani Rupee, and Turkish Lira, but weakened against the Bangladeshi Taka and Chinese Yuan. India: 50% export tariffs to the U.S. and sanctions linked to Russian trade weigh on sentiment. The Rupee closed at Rs 87.50. Steel prices fluctuated but ended flat. Alang received 6 vessels totaling nearly 57,000 LDT, including large bulk carriers and LNG units. India remains a key HKC-compliant recycling hub. Pakistan: Gadani leads regional pricing with steel plate at USD 615/Ton. Provisional DASR certificates allow select yards to bid. A nearly 9,000 LDT woodchip carrier arrived this week. The Rupee eased to PKR 283.60. Bangladesh: HKC-certified yards are re-entering the market after completing recent deliveries. Four vessels totaling about 30,000 LDT arrived in Chattogram. The Taka firmed to BDT 121.37. Turkey: Lira weakened to TRY 40.76. No new arrivals or market sales reported. The GMS Weekly provides detailed ship demolition pricing, port-by-port vessel positions, steel plate price trends, and HKC compliance updates. This content is relevant for ship owners, cash buyers, recyclers, traders, and maritime analysts monitoring the Indian sub-continent ship recycling markets. Subscribe to the full GMS Weekly for complete demo pricing, delivery schedules, and tonnage intelligence: https://www.gmsinc.net/get-in-touch?#SubscribeToGMS GMS Mobile App & Social Links: GMS Mobile App: https://onelink.to/gms-app LinkedIn: https://www.linkedin.com/company/gms-leadership X (Twitter): https://x.com/GMS_Leadership Instagram: https://www.instagram.com/gms_leadership Facebook: https://www.facebook.com/gmsleadership/

Today, we're heading back close to home, landing in Melbourne, Australia, to chat with Mr. Amit Khanna. Losing his father at the age of 14 with only 425 Indian Rupee, that's close to five US dollars, in the bank and huge debts to clear off, urged a young Amit to work odd jobs as a factory worker, salesperson, cashier, and bartender to bring in cash until graduation. Struggling to speak fluid English and battling with facial paralysis multiple times throughout his life was no cakewalk, early into his IT career, he realized his affinity towards people management and transitioned to corporate leadership roles by mastering the communication game, now with over a decade of experience as a certified project manager working in seven countries, today Amit is an international TEDx speaker, thought leader, master storyteller and mentor in leadership and communication, during our conversation we explore Amit's book, ‘CORPORATE CIRCUS,' which offers proven personal strategies to become confident as a corporate communicator, enabling you to win big in your corporate career, the step-by-step techniques introduced enhance your communication skills, allowing you to articulate your ideas with clarity and impact, as well, there's a host of insider tips and practical exercises to conquer your fear of public speaking and deliver compelling presentations that captivate any audience. Visit the C4C website to gain full access to the transcript, show notes, and guest links.  Coaching 4 Companies  

The US and China have agreed to a 90-day truce in the trade war, following negotiations in Geneva. As part of the deal, the US will reduce tariffs on Chinese imports from 145% to 30%, and China will lower its duties on American goods from 125% to 10%. Markets have welcomed these developments, but key questions still remain about the implications for the economy and inflation. This uncertainty puts the Federal Reserve (Fed) in a tough spot, and we await more clarity on the Fed's direction from Fed Chair Jerome Powell's comments on 15 May.   In Asia, the India–Pakistan conflict has calmed following a US-mediated ceasefire. We note that historically markets have typically recovered within a month of previous India-Pakistan conflicts, and continue to monitor key indicators such as the Indian Rupee and Foreign Institutional Investor (FII) flows, as well as geopolitical developments.   This episode is presented by Chintan Bhindora from the Julius Baer Research Asia team.

In this episode, Uzair talks to Ankur Bhardwaj about India's economic slowdown and its root causes. We also talked about what options the government has to stimulate growth through the budget, and the reasons why the Indian Rupee has been weakening in recent weeks. Finally, we touched on major structural reforms that are needed in India and whether the Modi-led BJP government can push them through. Ankur Bhardwaj is Web Editor at Business Standard. Chapters: 0:00 Introduction 1:30 Slowing growth in India 10:10 Navigating the budget cycle 14:50 Reform priorities 19:20 Promoting exports 23:30 Navigating the politics of reforms 26:50 Risks in the near-term

#cuttheclutter As the Indian Rupee touches its lowest (86/USD), ThePrint Editor-in-Chief Shekhar Gupta explains why its fall is a predictable economic trend and why 3.5% annual depreciation is not as alarming as headlines suggest. From the 1991 devaluation to today, he looks at global markets, and economic reforms that shaped the Indian Rupee.

Michael Wan, Senior Currency Analyst with MUFG Global Markets Research Asia, and Japinder Singh, Vice President Treasury Sales, MUFG India discuss key driving factors behind RBI monetary policy decision and INR in the context of US Elections and what that could mean for the Dollar and Fed policy.    (Please see link to Disclaimer: Disclaimer - MUFG Research)

Asian markets mixed after Wall Street drop, Shanghai dips before briefing; South Korea's central bank cuts rates as slumping economy slows inflation; Economists expect MAS to hold currency band steady amid sticky prices; Indian Rupee falls to historic low amid investment outflows; Indonesia retailers cheer Temu ban as big win in battle to stem tide of cheap imported goods. Synopsis: Market Focus Daily is a closing bell roundup by The Business Times that looks at the day's market movements and news from Singapore and the region. Written and hosted by: Emily Liu (emilyliu@sph.com.sg) Recording engineer: Chai Pei Chieh Produced and edited by: Lee Kim Siang & Claressa Monteiro Produced by: BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Daily and rate us on: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Feedback to: btpodcasts@sph.com.sg Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party's products and services. Please consult professional advisors for independent advice.  Discover more BT podcast series: BT Mark To Market at: bt.sg/btmark2mkt  WealthBT at: bt.sg/btpropertybt PropertyBT at: bt.sg/btmktfocus BT Money Hacks at: bt.sg/btmoneyhacks BT Podcasts at: bt.sg/podcasts BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

PM Narendra Modi slams ‘American uncle' Sam Pitroda over skin colour remark, Chaos at airports as passengers protest after Air India Express cancels over 80 flights. Videos, April 2024 warmest since 1940; eleventh month in a row that is warmest: Report, Fitch sees Indian rupee rebounding to 82 per dollar on bond inflows, Alia Bhatt beats Kendall Jenner, Kim Kardashian to become ‘most visible attendee' at Met Gala: Check out ranking

On today's episode, financial journalist Govindraj Ethiraj talks to Sydney-based Peter McGuire, CEO of XM.com, an Australian markets research and forex trading firm as well as Manish Raj Singhania, President of the Federation of Automobile Dealers Associations (FADA).  SHOW NOTES(00:00) Stories Of The Day(00:05) Adani stocks zoom on likely clean chit from courts in Hindenberg case.(03:10) Indian Rupee among best performing currencies in the world this year.(12:04) Indian auto sales hit record festival highs, poll bound states do even better.(19:15) Independent directors come under fire as Raymond family members enter into dispute.For more of our coverage check out thecore.in--Support the Core Report--Join and Interact anonymously on our whatsapp channelSubscribe to our NewsletterFollow us on:Twitter | Instagram | Facebook | Linkedin | Youtube

It's peak summertime and after the immense success of Rupee's award winning lager nearly two years ago, brothers Van & Sumit Sharma enlisted the strategic insight of global craft brewing legend and creator of iconic Pumpkinhead, one of the most successful seasonal beers to ever hit the market to brew their next highly anticipated sku. "The beer industry, South Asian community, and restaurant & food world have been asking us for months if we have any new beers coming out, and after much thought, research and development, we are excited to launch our signature Mango Wheat Ale on World Mango Day on July 22nd" Mangos are the national fruit of India and considered sacred symbols of proprietary and good luck. In fact, India is the largest consumer and supplier of mangos in the world. Taking the 'King of Fruits' the team wanted to brew an easy to drink summer ale which is smooth with hints of tropical aroma and mango flavor. The history of the mango dates back to 4000 BC on the Indian Subcontinent where over 1000 varieties of the fruit exist. One of these varieties, the Chaunsa mango was given its name by the revolutionary leader, Sultan Sher Shah Suri, creator of the modern day Indian Rupee which was the inspiration of the brand's first lager sku. In 1539, Sultan Sher Shah Suri defeated the second Moghal Emperor, Humayun, in the Battle of Chaunsa. In his extreme happiness, he commemorated the victory by naming his favorite variety of mango, the Chaunsa. After relocating back to America after years living in London & Australia, the brothers having grown up in the Indian restaurant trade their entire lives wanted to shake up an industry which they truly felt lacked representation, and which also continued to make sub-par beer not designed to pair with the spicy and flavorful foods they grew up on. Rupee Beer is available at national retailers such as Costco, Trader Joe's, Whole Foods, Total Wine, as well as top international restaurants within the Indian, Asian, Middle Eastern and Mexican category. To learn more about Rupee Beer, please visit: Website: https://www.rupeebeer.com/ Instagram: https://www.instagram.com/rupe... Facebook: https://www.facebook.com/Rupee... Twitter: https://twitter.com/rupeebeer LinkedIn: https://www.linkedin.com/compa... TikTok: https://www.tiktok.com/@rupeebeer ► Luxury Women Handbag Discounts: https://www.theofficialathena.... ► Become an Equus Coach®: https://equuscoach.com/?rfsn=7... ► For $5 in ride credit, download the Lyft app using my referral link: https://www.lyft.com/ici/ASH58... ► Review Us: https://itunes.apple.com/us/po... ► Subscribe: http://www.youtube.com/c/AshSa... ► Instagram: https://www.instagram.com/1lov... ► Facebook: https://www.facebook.com/ashsa... ► Twitter: https://twitter.com/1loveAsh ► Blog: http://www.ashsaidit.com/blog #atlanta #ashsaidit #theashsaiditshow #ashblogsit #ashsaidit®

While the forecast for global bonds remains strong for the latter half of 2023, other asset classes could see bifurcated results across regions.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Andrew Sheets: And I'm Andrew Sheets, Morgan Stanley's Chief Cross-Asset Strategist. Seth Carpenter: And on part two of the special two-part episodes of the podcast, we're going to focus on Morgan Stanley's year ahead strategy Outlook. It's Friday, June 9th at 10 a.m. in New York. Andrew Sheets: And 3 p.m. in London. Seth Carpenter: All right, Andrew, in the first part of this two part special, you were grilling me on the economic outlook. You were taking me to task on all of our views, pointing out the different ways in which our clients, investors around the world were pushing back at different parts of our story. And now, it's payback time. Let me ask you, basically, what are we thinking as a research house in terms of where the best trades are likely to be for markets? We're looking for a soft landing in the U.S., but that doesn't mean a good outcome. So very weak economic activity and policy rates that are still restrictive. So what is that type of backdrop going to mean for one of the most closely watched assets in the world, the U.S. dollar? Andrew Sheets: Sure. So we do think that this backdrop, despite the fact that on the surface it looks decent, you have the U.S. and Europe avoiding recession. You have stronger growth in Asia, but you have a lot of uncertainties that are front loaded, and you still have slowing growth, you still have tight monetary policy. And we think this is going to still lead to a somewhat more difficult backdrop for markets over the next three months. And so I think in that context, the U.S. dollar looks quite attractive. The US dollar pays investors to hold it, it's a so-called positive carry currency against most major currencies and it's a diversifying currency, so as an asset it helps protect your portfolio. And I also think kind of within this context, if any economy is going to be able to handle higher interest rates, well, it might be the U.S. where a large share of consumer debt is fixed in a long term mortgage, which is very different from what we see in Australia or the UK or Sweden. So, we think that the dollar will do better, we think the dollar will do better in large part because of this attractiveness in a portfolio context that it offers investors a positive yield, while at the same time offering portfolio protection. Seth Carpenter: All right. So, if you're feeling reasonably upbeat about the dollar, presumably that spills over to dollar denominated assets. At the end of last year, the strategy team published a piece that was called ‘The Year of Yield.' Are you still feeling that good about bonds in the United States in particular? Is it really fixed income securities that are your strongest call? Andrew Sheets: So, we still feel good about bonds, but I would say that the start of the year has been a pretty mixed picture. I think kind of relative to what we were expecting at the start of the year, the Fed and the ECB have raised rates more. Growth has been somewhat stronger, inflation has been somewhat higher. I would say none of those things are good for the bond market and yields instead of falling have kind of trended sideways. So they've done okay, but they've not done as well as we on the strategy side initially thought. But, you know, looking ahead, we think that the case for high quality fixed income is still quite good. We still think we see slowing in the second half of the year, which we think will be supportive for bonds. We think, certainly based in large part on the forecasts from you and the economics team, that the Fed and the ECB are largely done with their rate hikes, which we think will be supportive for bonds, and we think that inflation will moderate over the course of the year, which could also be supportive. So, we still think that when we look across global assets, while we see positive returns from most bond and equity markets, we think it's high grade bonds that generally offer the best risk adjusted return on our forecasts. Seth Carpenter: Okay, So risk adjusted return on bonds seem attractive to you. The natural follow up question to that is what about equities? Equities have actually performed reasonably well this year. On our first part of this podcast, I said that we are looking for a soft landing. What's the call on equities in the United States? Is this going to be a great second half of the year for equities? Andrew Sheets: So we think the equity picture is quite bifurcated. In some ways, I think it ties quite nicely to the bifurcated global economic picture that you and the economics team are talking about. Where growth in Asia is accelerating, this year, it's accelerating in the second half of the year, while growth in the U.S. and Europe is slowing. And it's that bifurcation that we think is mirrored in the equity market where we see quite good returns for Japanese, in emerging market equities, we see double digit total returns over the next 12 months. But we see a U.S. equity market that's broadly flat in 12 months time to where it is today. Now, what's driving that is we do think that the slowing growth we have this year and tighter monetary policy that will hit profitability. We think it's already been hitting profitability, we think it will continue to. And more tactically, we think that a lot of the big questions for the market are somewhat unresolved, but will be tested very soon. It's the next two quarters, which is the weakest stretch of U.S. GDP growth. It's the next two or three quarters that we think is the bulk of the risks to U.S. earnings. It's this year, it's not next year. And we think the next two quarters is where monetary policy relative to inflation tightens more in our forecast horizon rather than tightening more in the future. So, when we think about the resilience of stocks, especially U.S. stocks year-to-date, it's been very impressive, it's been stronger than we expected. But also, I think year- to-date, growth has been pretty solid. The Federal Reserve's balance sheet has declined to less than initially expected. You haven't necessarily, I think, gone through some of the tests that investors, ourselves, thought might present more headwinds to the equity market, and those tests are going to present themselves, we think, rather soon. Seth Carpenter: Okay. So you highlighted a dichotomy there, especially for the second half of the year. That lines up, I would say, with some of our economic outlook, other parts of the world maybe doing a little bit better. I started off very narrowly with just the dollar. Are there other currencies in other parts of the world where based on, either what's going on with their central banks or what we think is going to be going on with their economic performance. Other currencies that you think would be really good for investors to take a look at. Andrew Sheets: So if I think about where we're forecasting currency strength, we do have the dollar appreciating against most currencies. So I'd say that's a dominant story. We do have the Japanese Yen doing modestly better, and that's largely a function of valuations that look to us very low versus history adjusted for inflation. And we do think that you could have a somewhat uncommon occurrence where Japanese equities and the currency both do well. We think that's the case because the currency is so inexpensive relative to other currencies and because Japanese corporates are already expecting their currency to strengthen some that, that wouldn't necessarily be an additional hit to profitability. The Brazilian Real is another currency that we're predicting to be stronger relative to regional peers. We think both the Indian Rupee and the Indonesian Rupiah can also do well as those economies are relatively strong in a regional context, and in a global context, looking out over the next 12 months. Seth Carpenter: All right. That's super helpful. I guess the last question will come back to you with, again, trying to take this global perspective on things, is commodities. Commodities are traded around the world. They are often a reflection of economic performance in different regions. We've got two big economies that we think will be growing fairly slowly, but we've got China and the rest of Asia that we think will be doing well. What is the outlook for commodities, and maybe especially oil, as we look forward the next six months, the next year? Andrew Sheets: Yeah so, we're underweight commodities. And here I want to talk about the market from a so-called factor perspective. When we think about markets, I think it can be helpful to think about them in terms of fundamentals, carry and momentum, as different things that can drive the market and especially for commodities where those things all matter. So, you know, what do we mean by fundamentals? Well, we think as growth slows, that's a negative for commodity demand relative to supply, and so a forecast where slowing growth is still ahead of us and it's really front loaded in our forecast is somewhat of a headwind to commodities. If I think about carry, that's another way of saying what does it pay you to hold the commodity or what does it cost to hold the commodity? And given how high short term U.S. interest rates are, it's quite expensive to hold copper or gold rather than hold a Treasury bill which pays you interest. The commodity does not. So, we think that works against commodities some. And then there's also momentum you tend to see in commodities more so than other asset classes that they tend to trend. They tend to stay in the same direction that they're traveling, rather than reverse, and commodity prices have been heading down. And if we look at the data, we think that tends to be more of a negative thing than a positive thing. So broadly, we think commodities produce lower risk adjusted returns than other assets. We do see oil prices modestly higher by the middle of 2024. We see Brent at about 78. So that's a little bit higher from current levels. But I think it's an asset class where after some very good returns in the recent past, is one where the risk reward looks less favorable relative to some other things. Seth Carpenter: All right, I'm going to call it there. Andrew, I really want to thank you for taking the time to talk, and let me throw a bunch of questions at you. Andrew Sheets: Seth, great speaking with you. Seth Carpenter: And thanks to everyone else for listening. If you enjoy Thoughts on the Market, please leave us a review on Apple Podcasts and share the podcast with a friend or a colleague today.

बातम्या सविस्तर ऐकण्यासाठी क्लिक करा.....सकाळच्या पॉडकास्टला.....1. Giorgia Meloni : 'या' देशात इंग्रजीसह परदेशी भाषांवर येणार बंदी; English बोलल्यास भरावा लागणार मोठा दंड!2. Indian Rupee: भारतीय रुपयाचा दबदबा, रशियानंतर आता 'या' देशासोबत करणार रुपयात व्यवहार3. "गाढवाच्या दुधापासून बनवलेला साबण स्त्रीचे शरीर सुंदर ठेवतो"; भाजप MP मनेका गांधींचा दावा4.  गुजरात फाईल्सला भाजपचं काँग्रेस फाईल्सने प्रत्युत्तर5. व्हॉट्सअॅपने  दिवसांत 45 लाखांहून अधिक खाती केली बंद6. केतकीच्या पोस्टनं उडवली खळबळ7. क्रीडाक्षेत्रातील महत्वाची घडामोडी.....माजी क्रिकेटपटू सलीम दुराणी यांचे निधन8. चर्चेतील बातमी - Shirdi Saibaba : " कोल्ह्याची कातडी धारण करून कोणी... " ; साईंबद्दल धीरेंद्र शास्त्री बरळलेरिसर्च अँड स्क्रिप्ट - युगंधर ताजणे, निलम पवार

The RBI has recently announced a pilot of the digital rupee for wholesale and retail transactions. Central bank digital currencies are increasingly being adopted by banks across the world. Shailesh Chitnis joins Bharath Reddy to talk about the implications of these developments. You can follow Bharath Reddy on twitter: https://twitter.com/bharath_red  Check out Takshashila's courses: https://school.takshashila.org.in/ Do follow IVM Podcasts on social media. We are @IVMPodcasts on Facebook, Twitter, & Instagram. https://twitter.com/IVMPodcasts https://www.instagram.com/ivmpodcasts/?hl=en https://www.facebook.com/ivmpodcasts/ You can check out our website at https://shows.ivmpodcasts.com/featured Follow the show across platforms: Spotify, Google Podcasts, Apple Podcasts, JioSaavn, Gaana, Amazon Music Do share the word with your folks!See omnystudio.com/listener for privacy information.

IT's sEaSon 3 ePisOdE 3! You know what that means! It means you gotta leave us a 5 star rating and follow us on twitter boyyyyyy!In this epi we chop it up with the Indian Rupee trillionaire himself, Alex Berman. Enjoy as we tickle your eardrums with the sweet soothing sound of this Internet Kids podcast episode!!

Veronica Joseph brings you the news from the Supreme Court, New Delhi, Kerala, and Iran. See acast.com/privacy for privacy and opt-out information.

This year the Indian Rupee has depreciated almost 7% against the US dollar. On 14th July 2022, it briefly touched the Rs 80 mark against the dollar. Why is the rupee falling against the dollar? What will be the impact on the economy? Is there anything the government can do? Anupam Manur talks to Sarthak Pradhan.You can follow Anupam Manur on twitter: https://twitter.com/anupammanurYou can follow Sarthak Pradhan on twitter: https://twitter.com/PSarthak19Check out Takshashila's courses: https://school.takshashila.org.in/You can listen to this show and other incredible shows on the new and improved IVM Podcast App on Android: https://ivm.today/android or iOS: https://ivm.today/iosYou can check out our website at https://www.ivmpodcasts.com

Another day, another domino pushed over, pushing the world that much closer to global de-dollarization. Let's take a look at India right now, they're Rupee is in trouble! The central bank is trying do things to stimulate its demand, and one of the ways they're doing this right now is by putting in place a mechanism so that international trades, settlement of exports and imports can be settled in the Indian Rupee instead of US Dollars.

An out-of-the-box idea to set the value of the Rupee is presented here. Just as the price at the pump to a barrel of crude has no correlation, the USDINR exchange rate setting is a closely guarded secret. If implemented, Indian Rupee can become a reference for the World. #RupeeVsDollar #Rupee #Dollar #Gold

In today's episode for 11th May 2022, we talk about what's happening to the Indian Rupee. We've launched a new endeavor to give simplified health and life insurance advice via Ditto Insurance. Book a free consultation call with our advisors or just drop us a text on WhatsApp for all your insurance queries. Check out Ditto: https://bit.ly/3ym6GjO Insta- https://www.instagram.com/joinditto/ Twitter- https://twitter.com/joinditto