"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"

Oct'25 Dollar-Rupee Forecast

Our October '25 Dollar Rupee Quarterly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.

Oct'25 Crude Oil Forecast

The WTI Net Long/short position has remained below 2 for about 2-months now, the longest time since 2006. The market sentiment continues to be bearish on crude prices for the near term. ... Click to View

Sep'25 EURUSD Forecast

In our August 2025 outlook (dated 11-Aug-2025, EURUSD at 1.1623), we projected the Euro to strengthen towards 1.19–1.20 over the following months, before retreating to 1.14 by December 2025 and further easing to ... Click to View

Oct'25 US Treasury Forecast

In our last report (03-Sep-25, UST10Yr 4.22%) we expected the FED cut rates by 50bp in the rest of 2025 and the shortend of the Curve to move down with the US2Yr falling towards ... Click to View

Oct'25 GOI Forecast

In our 10-Sep-25 report (10Yr GOI 6.48%) we expected the RBI to be on pause in its next MPC meeting on 01-Oct. This is to be seen tomorrow. We had also said there was room for the FOMC to cut rates by 25-50bp, and accordingly they ... Click to View

Oct'25 USDJPY Forecast

In our 12-Sep-25 report (USDJPY 147.96), we expected the USDJPY to limit the downside to 144 and ascend towards 155-158 in the coming months. In line with our view, USDJPY limited the downside to ... ... Click to View