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Premium: The US Taper and The Rupee

This is an archive for Capital Mind Premium Subscribers.

Read about the Indian Rupee, our macro position on it, and how the US Taper might affect us. A Summary

Swap Arithmetic: What has the RBI done? How huge FII investments have been, for the rupee. And we have a US Taper How does the US taper impact India Softening FII flows due to the taper are a rupee risk, but... the short term, it's a party!

Let’s do some quick math . . .

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