Simplifying finance.... • 21h
When I started tracking export focused companies, I used to celebrate every rupee depreciation. A weaker rupee felt like instant good news. Dollar revenues would translate into bigger numbers. I noticed that reported revenue often jumped, but cash flows did not always follow. Digging deeper, I realised why. Most exporters hedge their currency exposure. Parts of their dollar earnings are locked in at older rates. When the rupee moves sharply, hedging costs & accounting adjustments quietly step in. Currency movement can change how performance looks, without changing how the business actually operates. For sectors like IT services, pharma & chemicals, even small FX moves can reshape margins. Sometimes the benefit shows up later. Sometimes it barely shows up at all. What I now pay attention to is constant currency growth, operating discipline, and how thoughtfully management handles FX risk. The rupee may move fast, but business quality moves much slower.

The Way I See It • 1m
📌Rupee is Asia's worst performing currency' Asia’s worst‑performing currency” is not a headline any country wants but that is where the rupee finds itself in 2025. With a 4.3% depreciation versus the dollar, record trade deficits fuelled by US tar
See More
Learning is a key to... • 26d
Major Countries vs US Dollar Currency Performance 2025 📊 The U.S. Dollar continues to dominate global markets in 2025. While some currencies like the Swiss Franc and Euro show resilience, others—including the Indian Rupee (₹) and Japanese Yen (¥)
See More
🎥-🎵-🏏-⚽ "You'll N... • 11m
RBI Increases Gold Purchases The Reserve Bank of India has significantly increased its gold purchases, buying 50 tonnes so far in FY25. This move aims to diversify its foreign exchange reserves and mitigate revaluation risks, as part of efforts to m
See MoreFounder - Burn Inves... • 4m
Rupee Losing to Dollar – What’s Happening Lately the rupee has been slipping against the dollar and you can feel it in daily life Fuel gets pricier, overseas trips or studies cost more and even gadgets that rely on imports see a rise in price on the
See MoreFounder - Burn Inves... • 4m
The Indian rupee has slipped to a record low of 88 against the US dollar which is definitely not a positive sign since India is still a net importer bringing in far more than it exports this drop will have consequences for the market right now strong
See More
Experimenting On lea... • 8m
This month the New Taiwan Dollar (TWD) jumped 6% in one trading session ; its biggest move since the 1980s. This growth came from strong semiconductor exports and optimism around easing US–China trade tensions. For Taiwan, a stronger TWD means ex
See More
Download the medial app to read full posts, comements and news.