“In terms of India, any aggressive US Fed action will have direct and indirect consequences for our markets. The first impact is on the currency, and this is important for RBI’s main objective of maintaining macro stability. The Fed hike cycle has been ahead of RBI cycle and the US rates have gone up much faster than Indian ones. As such there would be continued depreciative pressure on the Indian rupee in case of dollar strength emanating from Fed policy.”
Nifty at 26K, but why is your stock portfolio bleeding?
Nifty crossed 26,000 on November 26, 2025, followed by the SENSEX breaching 86,000, signalling market optimism. However, investors’ portfolios tell a different story. While Nifty
December 7, 2025