Typically, net exporters, remittance receivers, or those with dollar incomes will gain, while net importers will get hit, when the currency weakens. Those with large foreign loans will see rupee interest costs rise. The equation is more complicated this time though as all currencies have depreciated against the dollar and the rupee may even have gained against some such as the pound. ET looks at the impact on key sectors.
Rs 23,000 crore outflows! Is the September FII rout indicating a worse end to 2026?
Foreign investors have resumed selling Indian equities in September, with FPI outflows crossing Rs 23,000 crore through September 19. Higher crude prices, elevated US bond
September 20, 2026