"Our company has substantial exposure to forex risk. KSHITIJ has a very structured operating procedure of hedging which they discuss with us in weekly FX Review meetings giving us a clear picture as to where we stand in our covers and exposures, which is very systematic. It gives us a lot of comfort in the forex aspect of the business. - P D Bagla, Jt. President, DCM Shriram Industries Ltd., New Delhi"

Jan'26 Dollar-Rupee Forecast

Our January '26 Dollar Rupee Quarterly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.

Jan'26 Crude Oil Forecast

Crude prices have been steady and tilted to the downside over the last few months. Hovering near $60, can it gradually move up towards $70? Or could there be room for more fall towards $55/50? ... Click to View

Jan'26 EURUSD Forecast

Brent and EU Inflation has been low in the last few months. If both the EU Inflation and Brent see a gradual rise in 2026, the upside could be ... Click to View

Jan'26 US Treasury Forecast

As expected in our last report (09-Dec-25, UST10Yr 4.16%) the US Fed indeed reduced the Fed Rate further by 25bp to 3.75%. We had also said that we expect another ... Click to View

Jan'26 GOI Forecast

In our 04-Dec-25 report (10Yr GOI 6.54%) we conceded that RBI may cut the Repo due to the unexpectedly sharp fall in the Oct-25 CPI to 0.25%. The RBI then indeed ... Click to View

Jan'26 USDJPY Forecast

In our 10-Dec-25 report (USDJPY 156.70), we expected the USDJPY to trade within 154-158 region till Jan’26 before eventually rising in the long run. In line with our view, the pair limited the downside to ... ... Click to View