Currency Corner by Kotak Neo
@CurrencyCornerByKotakNeo
Currency Corner by Kotak Neo
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�� INR is already pricing in peak fear. REER at ~87.5 — levels last seen at crisis bottoms of 1999, 2008 & 2013.
�� Iran has an endgame. Hormuz disruption will pass — and what follows could be a structural shift: a more stable, modern, and economically integrated West Asia, compressing oil’s geopolitical risk premium.
�� In that regime, INR stands out as a prime beneficiary — from deep undervaluation to potential inflow-driven strength.
Disclaimer: https://www.kotakneo.com/disclaimer/commodities/
When a market becomes excessively one-sided—so much so that even entertaining a contrarian view feels impossible—that’s precisely when the risk of sharp, unexpected dislocations rises.
USDINR drops from 94.82 to 92.83
USDINR drops from 94.82 to 92.83
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