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Indian Rupee Hits Six-Month High on Foreign Inflows and Dollar Weakness

India's currency, the rupee, has surged to a six-month peak, maintaining its position as the top-performing currency in Asia for the year. This rise has been fueled by sustained foreign investments in local bonds, coinciding with India's forthcoming inclusion in...
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India's currency, the rupee, has surged to a six-month peak, maintaining its position as the top-performing currency in Asia for the year. This rise has been fueled by sustained foreign investments in local bonds, coinciding with India's forthcoming inclusion in global debt indexes.

Foreign Investments Drive Rally

Foreign investors' continued purchases of Indian bonds have contributed significantly to the rupee's upward trajectory. With global investors injecting $5 billion into Indian bonds since the beginning of the year, government securities have particularly attracted substantial inflows.

Dollar Weakness Boosts Emerging Currencies

A weakened US dollar, influenced by softer US jobs data and testimony from Federal Reserve Chair Jerome Powell, has further supported emerging Asian currencies, including the rupee. The rupee's ascent to 82.7250 per dollar on Thursday marks its highest level since September 4, demonstrating a 0.1% gain for the day and a 0.5% increase year-to-date.

Analyst Insights

According to Anindya Banerjee, a currency analyst at Kotak Securities, multiple factors are driving the rupee's surge. These include corporate repatriation flows, substantial inflows in the debt market, and the overall weakness of the dollar.

Outperforming Asian Peers

Notably, the rupee's performance stands out against its Asian counterparts, all of which have experienced declines. This trend sets a positive outlook for the currency in 2024, positioning it for continued strength in the global currency markets.

Indian Rupee Hits Six-Month High on Foreign Inflows and Dollar Weakness

As the rupee continues its upward trajectory, fueled by foreign investments and dollar weakness, market observers are optimistic about its prospects for the rest of the year.

Read also: India’s Unemployment Rate Drops to 3.1% in 2023, Lowest in Three Years

With India's impending inclusion in global debt indexes, the currency's resilience and performance reflect confidence in the country's economic fundamentals and attractiveness to international investors.

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