$136 Billion Floods India: Why RBI’s Rupee Fix Could Backfire | The N Show
Argues the $136bn borrowed-dollar inflow buys only temporary rupee stability and will lead to concentrated future outflows and speculative pressure weakening the rupee.
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Most coveredNifty 50 3 →Gold 2 →Bank Nifty 2 →
Argues the $136bn borrowed-dollar inflow buys only temporary rupee stability and will lead to concentrated future outflows and speculative pressure weakening the rupee.
Industrial metals charts point to rising prices as part of the new inflation cycle.
Global agricultural commodities may be preparing for another major upcycle.
Cotton is part of the emerging inflationary commodity upcycle with prices set to rise.
Rising soybean prices are expected to add to protein cost inflation.
Sugar charts are showing strong momentum, implying higher sugar prices ahead.
The global rice market could have significant upside over the next 12-24 months.
The Dow Jones chart and weakening momentum are signalling warning signs for US markets
Gold is moving towards the $4,700 zone as global uncertainty, bonds and a softer dollar support precious metals
US 30-year Treasury yields have surged towards multi-decade highs, pressuring global equities
Nasdaq charts show signs of hidden weakness
India VIX is near historically low levels and volatility is preparing to return
Bank Nifty remains weak as banking heavyweights fail to support
Nvidia framed as a risk — growth unsustainable once AI chip demand normalises
Private banks look attractive for long-term investors
Bulls continue to strengthen their grip and Nifty shows early signs of breaking out of its long-standing trading range, supported by positive breadth and institutional buying.
Rally above 24,300 running out of steam with weak breadth; bulls losing strength
Rupee weakness continues after a record weak weekly close
Bullish IT sector outlook — Nifty IT 31,000 is still possible
Nifty has closed above 24,000 and bulls are in control, with 24,500 framed as the next target for the rally.
The US dollar may weaken further.
Gold prices could surge much higher amid inflation, US debt expansion and continued central bank buying.
The rupee is expected to continue depreciating.
Escalating Iran-Israel-America conflict and Strait of Hormuz supply disruption risk could push crude oil prices even higher.