"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"

Sep'25 Dollar-Rupee Forecast

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

Sep'25 Crude Oil Forecast

The WTI Long-Short position (CFTC) has broken below multi-year lows and could now head towards the Oct-06 low of (1.13) indicating that Crude prices could continue to see ... 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

Sep'25 US Treasury Forecast

In our last report (29-Jul-25, UST10Yr 4.42%) we expected the FED to remain on hold and said that since data was inconclusive the US10Yr was likely to be indecisively ranged in August, with a bit of ... 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

Sep'25 USDJPY Forecast

In our 08-Aug-25 report (USDJPY 147.24), we expected the USDJPY to initially fall to 145-144, followed by a consolidation between 144-152 till Feb-26 before eventually ascending towards 155. In actuality, the pair limited the downside to ... ... Click to View