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INDH

Bajaj Auto's Q3 profit surged 18.7% to ₹25.03 billion, fueled by strong two-wheeler sales. EBITDA rose 22% to ₹3,161 crore, with electric vehicles making up 25% of domestic revenue.123Bajaj Auto's CFO reported that the depreciation of the Indian rupee has mitigated the effects of commodity inflation on the company's operations.4

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Key facts: Bajaj Auto Q3 profit up 18.7% to ₹25.03 billion; EVs drive growth

The BSE Sensex fell 0.5% to 82,150, and the NSE Nifty 50 dropped 0.54% to 25,282, driven by declines in metal stocks amid a weak rupee and foreign outflows. The Indian rupee remained stable at 91.9225 against the U.S. dollar. The 10-year government bond yield held steady at 6.6963%. The one-year overnight index swap rate decreased by 2 bps to 5.55%, while the five-year swap rate fell to 6.1550%. India's overnight call money rate was at 5.50%.

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India stocks, rupee, bonds, swaps, call at 1:00 p.m. IST

NFTY

The Indian rupee remained stable at 91.9450 per dollar, supported by central bank intervention amid a stronger dollar and declining local stocks. The currency is down 2.3% in January, facing pressure from reduced foreign capital inflows and increased dollar demand. Analysts suggest that a breakthrough in U.S.-India trade talks or improved foreign portfolio inflows could help the rupee recover. Meanwhile, India's equity indices fell, reflecting broader market trends, as foreign investors sold approximately $4 billion in local stocks this month.

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Rupee drifts; RBI intervention dulls pinch from weak stocks, firm dollar

Indian central bank likely selling dollars to avert rupee fall past 92 per U.S. dollar - traders

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Indian central bank likely selling dollars to avert rupee fall past 92 per U.S. dollar - traders

Indian rupee opens at 91.9125 per U.S. dollar, little changed from 91.9550 previous close

Indian rupee opens at 91.9125 per U.S. dollar, little changed from 91.9550 previous close

INDA

The Indian rupee reached a record low against the dollar, closing at 91.9550 per dollar, down 0.2%. This decline was driven by increased dollar demand due to non-deliverable forward positions and corporate hedging. The Reserve Bank of India likely intervened to prevent the rupee from falling below the critical 92 level.

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ISHRS MSCI India

Rupee hits record low, RBI intervention averts fall past 92

The rupee's decline has continued in 2026

Money Control

Economic Survey 2026: Don’t fret a weak rupee, but don’t ignore it either

Expectations of further depreciation of the rupee are affecting India's rates market, with speculative offshore and hedging flows increasing FX forward points and impacting local interest rate swaps. The rupee has been on a downward trend since 2025, continuing to set new record lows into January.

Rupee strain intensifies pressure on India’s interest-rate swaps

USDU

The Indian rupee is expected to fall below 92 per dollar for the first time, influenced by a rally in the U.S. dollar and weakness in Asian currencies. The rupee is projected to open between 92.02-92.08, surpassing its previous low of 91.9650. Traders are anticipating potential intervention from the Reserve Bank of India if the rupee continues to decline. The dollar index has slightly recovered, with U.S. Treasury yields rising amid ongoing inflation concerns. Analysts suggest that future rate cuts by the Federal Reserve may depend on evidence of disinflation, expected in 2026.

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Invesco DB US Dollar Index Bullish Fund

Rupee stares at new low beyond 92 on offshore-led dollar rush, weak Asia

The BSE Sensex rose 0.3% to 82,104, and the NSE Nifty 50 increased 0.33% to 25,258, driven by major stocks like HDFC Bank and ICICI Bank, amid positive sentiment from the India-EU trade deal. The Indian rupee remained stable at 91.67 against the U.S. dollar. The 10-year government bond yield was steady at 6.7141%. The one-year overnight index swap rate decreased by 2 basis points to 5.5825%, while the five-year swap rate fell to 6.17%. The overnight call money rate stood at 5.30%.

HDFC Bank

India stocks, rupee, bonds, swaps, call at 1:05 p.m. IST

The Indian rupee rose 0.1% to 91.6350 per dollar as the dollar fell to a nearly four-year low. However, the rupee's gains were limited due to month-end dollar demand from corporate firms, preventing it from matching the stronger performance of most regional peers.

Rupee up marginally on feeble dollar; gains capped by month-end dollar bids

The Indian rupee is expected to strengthen following President Trump's remarks that downplayed the dollar's weakness, which has led to a decline in the dollar to multi-year lows. The rupee is projected to open between 91.48-91.52 against the dollar, recovering slightly from 91.72. Despite a 0.2% rise, traders caution that this is merely a pause in aggressive dollar buying, with the overall trend still favoring a stronger dollar. The dollar index has fallen to a four-year low amid expectations of Federal Reserve rate cuts and ongoing market volatility.

Rupee set to find more breathing room after Trump remarks jolt dollar

The BSE Sensex rose 0.16% to 81,646, and the NSE Nifty 50 increased by 0.2% to 25,106, driven by expectations of an India-EU trade deal and potential U.S. tariff lifts on Indian oil purchases. The Indian rupee strengthened 0.1% to 91.79 against the dollar. The 10-year government bond yield remained stable at 6.6696%. One-year overnight index swap rates fell to 5.56%, and the five-year rate decreased to 6.12%. The overnight call money rate was at 5.45%.

India stocks, rupee, bonds, swaps, call at 10:10 a.m. IST

The Indian rupee is expected to open higher as the dollar falls to a four-month low, influenced by a rally in the yen and concerns over U.S. policymaking. The rupee, which settled at 91.94, is projected to open between 91.68-91.72. Despite a 1.18% decline last week and significant equity outflows, the Reserve Bank of India is intervening to support the currency while prioritizing growth. Additionally, a recent trade deal between India and the EU may provide further support for the rupee.

Reeling rupee receives a lifeline from dollar's plunge to a near 4-month low

The FY27 Budget is set to target a fiscal deficit of around 4.3% of GDP, marking a shift to a debt-anchored framework. Net borrowing is expected near Rs 12 lakh crore, with a focus on reducing reliance on long tenor bonds. The RBI's role will be crucial in managing the borrowing cycle. Despite a revenue shortfall, the government is likely to meet its FY26 fiscal deficit target. The budget aims for sustainable growth through capex and reforms, which could positively impact INR and capital markets, benefiting fixed income investors.

WisdomTree India Hedged Equity(INDH.US)

Key facts: Bajaj Auto Q3 profit up 18.7% to ₹25.03 billion; EVs drive growth

India stocks, rupee, bonds, swaps, call at 1:00 p.m. IST

Rupee drifts; RBI intervention dulls pinch from weak stocks, firm dollar

Indian central bank likely selling dollars to avert rupee fall past 92 per U.S. dollar - traders

Indian rupee opens at 91.9125 per U.S. dollar, little changed from 91.9550 previous close