@Aunindyo2023 Its more about jealousy.... or blaming others for there own condition... muslim and congress responsible for present condition. It's a mental slavery
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Darvas way ⭐
4.9K posts
Darvas way ⭐
@DarvasWay
Life is simple, make it beautiful. Learning Market Sebi Unregistred just for educational purposes
india Katılım Temmuz 2016
42 Takip Edilen60 Takipçiler
Having been brainwashed by the secular state, through the schooling system of the 70s and 80s, I seek everyone’s forgiveness for failing to understand what is to be gained by hating Muslims. Please accept my sincere apologies.
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@anshuman1tiwari 97.50 max and decline ... consolidation period hopefully
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#thebottomline
The Rupee’s Last Line — and It Is Thinner Than the RBI Is Saying
The Swap Buys Three Years of Liability to Defend One Day of Exchange Rate
What Actually Happened
On May 20, the rupee pierced 96.96.
The RBI moved overnight through off-market mechanics — selling dollars — and pulled the currency back nearly 70 paise intraday, to around 96.30.
That defence had a cost. Dollar sales drained rupee liquidity from commercial banks. So the RBI followed with a $5 billion USD/INR buy-sell swap, scheduled for May 26, with a three-year tenor, injecting roughly ₹42,000–43,000 crore back into the banking system.
Since February 28, the RBI has already deployed more than $38 billion.
The sequence is the signal. The RBI sold dollars to defend the rupee. The defence drained liquidity. Then the RBI announced a swap to replace the liquidity it had just consumed.
India has seen emergency-style currency tools before.
In 2013, during the Fragile Five crisis, the RBI mobilised about $26 billion through NRI deposit swaps. In 1998, Resurgent India Bonds raised $4.2 billion. Both were used when conventional tools were no longer enough.
The $5 billion swap isn't that instrument — yet. But it's close. A three-year liability for a single day's defence.
This is not strength. It is maturity transformation by another name. The RBI is borrowing from its own future to defend the present.
The Hidden Liability
The RBI’s net short dollar position in the forward market stands at $65.21 billion.
India’s gross forex reserves are about $688 billion. But once the forward book is netted out, usable reserves are closer to $623 billion. The market still quotes the gross number.
But it has started trading the net one. That is the quiet shift.
The swap adds another layer. Banks sell dollars to the RBI today and buy them back three years later at spot plus premium. The RBI gets rupee liquidity now. But it also creates a future dollar repurchase obligation.
Why the Dollar at 100 Rupees Is Already Here — in the Forwards
The forward market has already priced ₹100. This is not panic. It is arithmetic. Three pressures are converging at once.
First, the oil shock.
At $110 plus Brent, India’s import bill runs close to $240 billion annually, against roughly $160 billion pre-war. Every importer hedging future dollar purchases becomes, in aggregate, a seller of rupees in the forward market.
That is not noise. That is structural pressure. Until oil cools, the pressure does not ease.
Second, the RBI’s forward-book maturity wall.
Of the RBI’s $65 billion net short forward position, about $30 billion matures within one year. There are only three choices. Roll it. Take delivery. Allow the exchange rate to adjust.
Rolling creates fresh obligations. Taking delivery withdraws dollar liquidity. Allowing adjustment means rupee weakness. All three roads lead toward 100. Only the speed differs.
Third, carry compression.
US bond yields are around 5%. India’s policy rate is 5.25%. A 25-basis-point spread is not enough compensation for foreign investors facing a war-related oil shock, currency depreciation risk and emerging-market volatility. FIIs have already pulled around $20 billion since February.
Outflows weaken the rupee. A weaker rupee justifies more outflows. The loop feeds itself.
So the dollar at ₹100? Done deal.
Three things: oil above $110 through Q3, Iran talks stalled, reserve burn at May's pace.
Each plausible.
Together: the base case.
The RBI still defends the line.
The forwards already priced what's behind it. #rupee
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anshuman tiwari@anshuman1tiwari
#thebottomline India Raised the Gold Wall After two years of cutting import duties on gold from 15% to 6% — India just went back to 15%. Basic Customs Duty jumps to 10%. AIDC raised. GST holds at 3%. Effective landed cost: 13-14%. A 400-450 basis point hit. ₹4,000-4,500 more per 10 grams. The trigger is not complicated. Gold imports hit $72 billion in FY26 — 1.8% of GDP, largest import category after crude. The rupee is at 95. Crude above $110. CAD heading toward 2% of GDP with no relief on either front. This isn't revenue maximisation. It's macro defence. The UAE corridor narrows — but doesn't close. CEPA TRQ gold gets a 1 percentage point concession — approximately 9% versus the old 5%. Licences run till June 30. The Dubai arbitrage tightens. It doesn't disappear. The smuggler's calculus just changed. At 6%, the informal premium was too thin to justify the risk — that was the entire logic of the 2023-24 liberalisation. At 14%, the grey market gap reopens. Against zero to 3% duties in neighbouring markets, the arbitrage is wide enough to fund a parallel supply chain. The government closed one leak and reopened another simultaneously. The jewellery sector gets hit from both ends. Wedding season peaks in six weeks — at ₹4,500 more per 10 grams, discretionary purchases compress immediately. The domestic supply premium building during five weeks of zero bank imports now collides with a duty hike that makes restocking more expensive. Inventory built at 6% duty sits on balance sheets at a landed cost the new regime just made obsolete. The rupee needed this. The wedding season didn't. The smuggler is already doing the math.
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@TheRedMike @Saurabh_Unmute Have u gift 🍫 chocolate to anybody ? At age 76 you can do it. Inspiration to everyone... age is just a number ... Dil to Baccha hai ji
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मेलोडी इतनी चॉकलेटी क्यों है ?
इस समय आउट ऑफ स्टॉक ?
“मेलोडी” पारले के शेयर चढ़ गए ?
मेलोनी को “मेलोडी” आई पसंद ?
रात 9 बजे एबीपी न्यूज पर-
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Big Push for E100 Ethanol Fuel!
India is all set to roll out E100 — 100% ethanol flex fuel — to cut down oil imports.
Plan includes:
• 5,000 new E100 dispensing stations in next 2 years
• Flex-fuel vehicles (FFVs) getting ready
• Pilot stations starting soon in major cities
Huge boost for farmers & energy self-reliance! 🇮🇳
niftykaboss.com
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@bsindia Because Relinace R&D can make only ice cream.... tantara ice-cream. Rest you can only buy
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Why Reliance is turning to China for its battery storage push
Watch here 👉 youtube.com/watch?v=_67RTG…
#batterystorage #relianceindustries #china #RIL
YouTube
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यह सीबी जॉर्ज है नार्वे में भारतीय डिप्लोमैट, कल इसने वहाँ भारत का खूब अपमान कराया। जब डच पत्रकारों ने सवाल पूछा कि भारत में प्रेस फ्रीडम क्योंकर नहीं है और अल्पसंख्यकों के साथ सौतेला व्यवहार क्यों हो रहा है?
पहले तो इसने विदेशी पत्रकारों को नासमझ बता दिया, फिर महान राष्ट्र की महान परंपरा बताने लगा।कहने लगा कि अगर किसी के अधिकारों का दामन हो रहा है तो कोर्ट है। अरे भाई, ऐसे पक्ष रखा जाता है क्या?
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@PankajPachauri @Sheeetalps @SatyaHindi People are under Drug of religion 😕 and it's not good. Without rational thinking country is not going any where
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Indians are being asked to save the economy and practice austerity while India Inc is free to invest billions of $$$ in the American economy.
All in “National Interest”!
A discussion with @Sheeetalps on @SatyaHindi
— youtu.be/FaJvw9toCI4
YouTube
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After south Bombay, South Delhi is losing relevance.
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@AshrafFem These says No jobs in market desperation and nothings. Without jobs how india became developed country
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देहरादून में हिंदूवादी संगठन से जुड़े लोग एक जूते के शोरूम में घुसते हैं, वहाँ दो मुस्लिम कर्मचारियों से नाम पूछते हैं, उनपर अपनी पहचान छिपाकर हिंदू ग्राहकों को धोखा देने का आरोप लगाते हैं, उनके नेमप्लेट पर कथित तौर पर ‘जिहादी’ लिख दिया जाता है, क्या देहरादून पुलिस इस वीडियो को देख सकती है…🤔
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How do we get super excited on tourism sector in India when a simple taxi mafia can’t be managed in GOA.
Why Ola uber are not allowed in Goa ?????
Why paid VIP Darshan concept exists at places of worship ?????
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Darvas way ⭐ retweetledi
अरविंदो मार्ग पर पद्मिनी एनक्लेव में कोठी बंगले में रहने वाले लोगो ने अपनी गाड़ी खड़ी करने के लिए सर्विस रॉड को लोहे की ग्रिल लगाकर हमेशा के लिए बंद कर दिया जिससे हर रोज लाखो लोगो को ग्रिन पार्क से हौज खास की ओर जाने वाले लोगो को घंटों जाम का सामना करना पड़ता है। @gupta_rekha @upadhyaysbjp @DelhiPwd @MCD_Delhi @LtGovDelhi @p_sahibsingh
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ऐसे पकड़ेंगे चोरों को? PR की भी सीमा होती है।
LP Pant@pantlp
फ्यूल बचाने की पहल में खाकी भी शामिल, जयपुर पुलिस ने साइकिल से गश्त शुरू की है।
हिन्दी
Indian Rupee slips past 96/$ for the first time, falling 0.3% on oil, geopolitical tensions, and foreign outflows—despite the gold duty hike.
anshuman tiwari@anshuman1tiwari
Indian #rupee opened at a record low of 95.50, slipping 0.2% from its previous close, while bears tightened their grip on the market as the Sensex plunged over 650 points and the Nifty fell below 23,650.
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@pushprajyadav97 @rajuparulekar @CommonBS786OM @rajeevdhyani @ShadowSakshi @nidhiambedkar @ShivaniV2901 @ShilpiSinghINC @ShivamYadavjii @LegalAdvisour @jeetusp First they must ban export of fish and meat
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रुद्रपुर, उत्तराखंड
रविचन्द्र नाम के एक व्यक्ति ने, जो खुद को "कट्टर हिन्दू" बताता है, "इंडियन रेस्टोरेंट" नाम के एक मुस्लिम मालिक वाले रेस्टोरेंट से बिरयानी ऑर्डर की।
वह इस बात पर भड़क गया कि "इंडियन" एक हिन्दू नाम है, और उसने मालिक (राशिद) पर आरोप लगाया कि वह हिन्दुओं को हलाल मीट खिलाकर धोखा दे रहा है। बजरंग दल के कार्यकर्ता वहाँ पहुँच गए, उन्होंने हंगामा मचाया, और पुलिस ने रेस्टोरेंट को बंद करवा दिया — और तो और, उन्होंने मुस्लिम मालिक के खिलाफ सिर्फ इसलिए केस दर्ज कर लिया, क्योंकि उसने "इंडियन" शब्द का इस्तेमाल करने की हिम्मत की थी!
हिन्दी