www.angrymetatraders.com/post/india-i... India Insider: Power of the India's Reserve Bank to intervene is limited by market forces. - U.S tariff pressures, remittances, India equities all playing a role.

Rupee has come back to the same level that RBI has intervened to curtail the depreciation Despite portfolio inflows in October into Indian Equities, rupee depreciation clearly shows the uncertainty is lingering related to U.S Tariffs #US #India #Tariffs #Trump #Modi #Newdelhi #Washington #USDINR

1/2 India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases

www.angrymetatraders.com/post/india-i... India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases.

As AMT's India Insider noted in September, the IPO windfall gains are fading in October in Indian Markets where the Speculation was rampant.

The dollar's significant decline was mostly a 1H25 story ... over the past five months, it's essentially unchanged #EconSky

1/2 The Swiss franc's rally against the yen continues despite a negative carry, showing that yield differentials alone aren't driving this move. Shorting the franc against the USD looks like a better trade, especially since the yen no longer behaves like the traditional safe haven it once was.

www.angrymetatraders.com/post/india-i... As monsoon rains ravage cities across India and cases of cold and fever rise among children, parents are questioning the quality of drugs prescribed by doctors after 24 children in Madhya Pradesh died from consuming Coldrif Cough Syrup

1/4 Bloomberg: "Ethiopia started talks with China to convert at least part of the $5.38 billion it owes Beijing into yuan-denominated loans, following an example set by Kenya that bolsters China’s efforts to internationalize its currency." www.bloomberg.com/news/article...

Hunger and the diseases that stalk small children have surged in Somalia after the U.S. slashed its aid to the country. From NYT Health: www.nytimes.com/2025/10/17/h...

www.angrymetatraders.com/post/two-wee... 1/ Without Gold , Marriages won't happen in India. It's prevalent in some states like Kerala in South India, where 5 to 10 kilograms of Gold are being given to a boy's family by the Girls family at the Time of marriage.

www.angrymetatraders.com/post/india-i... Higher interest rates are supposed to strengthen banks. But in India’s case, they have often done the opposite by hurting savers and businesses while leaving public sector banks just as fragile.

Outstanding Piece!

www.angrymetatraders.com/post/india-i... India Insider: Past U.S credit crunch compared to Indian banking situation. Liquidity problems and fixing systems. #India #IndiaBanking #USDINR #ReserveBankofIndia #AMTinsights #realestate #BankingSolutions #BankingForAll #Modi #borrowing

The same that was seen with Some Banks in France as their yields fell below French government debt

As Professor Michael Pettis points out, Beijing cannot fix its debt problem by refinancing liabilities alone — the asset side of LGFV balance sheets must also be marked to reality. open.substack.com/pub/emerging...

Global debt has surged to $337.7T — three times world GDP 🌍💸 Biggest jumps in China, US, UK, Japan & Germany; debt-to-GDP ratios rose fastest in Canada, China, Saudi Arabia & Poland.

magnificent: it turns out there is no productivity crisis, it's just that the tech sector is wildly unproductive and is dragging everything else down with it.

1/9 Yang Weimin, former deputy head of the Office of the Central Leading Group on Financial and Economic Affairs: “The main reason for weak consumer demand in China is fundamentally a matter of income.” He's right, of course. www.scmp.com/economy/chin...

www.bloomberg.com/news/article... 1/2 Bloomberg: " India bought 17% less jewelry between April and June than a year earlier, with total purchases of the precious metal seen dropping in 2025 to the lowest level in five years, according to a World Gold Council report in July."

As Professor Michael Pettis points out, Beijing cannot fix its debt problem by refinancing liabilities alone — the asset side of LGFV balance sheets must also be marked to reality. open.substack.com/pub/emerging...

Investment projects in the U.S. will remain in limbo until visa issues are resolved, South Korea’s prime minister has said, urging Washington to act quickly to reassure workers concerned about detention risks.

We can expect another rate cut from Bank of Korea as the central bank now looks forward to stimulating growth.

www.ft.com/content/2ad5... 1/2 The only safe haven in financial markets is diversification There is no safe haven any more today because you can blow up anywhere,” Buberl told . Axa feels this keenly, as it is a large investor seeking to meet insurance liabilities.

www.angrymetatraders.com/post/india-i... Gold in India is not just a metal, it is memory, tradition, and security. From wedding dowries to festival purchases on Akshayatritiyai and Dhanteras , the glitter of gold runs through every layer of Indian life. Yet, behind the shine lies a paradox!

2/2 www.angrymetatraders.com/post/india-i... India's overall trade deficit stood at minus $94.26 billion USD in 2025. Without service exports (predominately from the software services sector), India’s CAD would be much larger and the Indian Rupee would face greater depreciation pressures

1/2 Bloomberg: The US president’s order on Friday — which requires a $100,000 fee for H-1B applications — will hurt margins of Indian outsourcers who use the program to deploy engineers to client sites. That’s a blow to India’s $280 billion IT services sector

The Kremlin has no credibility. It can be easily found out by anyone.

www.angrymetatraders.com/post/india-i... In this week's India Insider Article, We look at how Speculation in Yes Bank and Ola Electric Mobility created Euphoria among Investors and how they destroyed shareholders wealth.

Time will tell. Whatever happens, I humbly submit that my book has a lot to offer, not least its explanation of how $-based sanctions work and its overarching theme, that the Spider-Man adage applies to the $—with great power comes great responsibility.

But that doesn’t mean the dollar will lose the unique role it plays in intl transactions. Call me Panglossian all you like, but I remain steadfast in my conviction that the $ will retain that status, for reasons spelled out in this interview for @IntlEconomy. www.dropbox.com/scl/fi/zuhjv...

His tale is fascinating, recounted with characteristic elegance. But the events he cites came just at the outset of the dollar’s rise to dominance, way before the entrenchment of its status. So should it shake confidence in the $’s intl role? Not much, IMHO.

1/2 Western IT companies build , Innovate and Invest in Future shaping Technologies. Indian IT services firms distribute cash and celebrate financial engineering.

www.angrymetatraders.com/post/india-i... Despite the optics of Modi engaging with Putin and Xi at the SCO Summit, India’s economic lifeline runs West. Trade surpluses with the U.S. and Europe contrast sharply with massive deficits with Russia and China.

Very Interesting Piece by The Diplomat on India- China relations.

SCMP: "A strong push on Monday to create a development bank serving 10 Eurasian countries, including China, would help insulate the group from increasingly risky US dollar-dominated trade while accelerating key infrastructure work." www.scmp.com/economy/glob...

1/2 FT: "Developing countries are moving out of dollar debts and turning to currencies with rock bottom interest rates such as the Chinese renminbi and Swiss franc." www.ft.com/content/36f8...

www.angrymetatraders.com/post/india-i... India Insider: Women Empowerment in Manufacturing is vital for a Strong Indian Economy and Better Wages. #IndiaUSTrade #India #manufacturing #China #Asia #IndianEconomy #WomenEmpowerment #Modi #education #industrialtechnology #Agriculture #AMTinsights

www.imf.org/en/Publicati... 1/ The "two way Traffic " denotes that the most financially fragile countries are pursuing disciplined market-friendly reforms, while some of the more historically stable developing economies seem to be moving in the opposite direction.

1/ We shared with Clients that #USDINR is a one side bet amid Tariffs and Geopolitical Tensions..on top of that , the trade deficit will widen, because of lower export volume due to 50% Tariffs and higher imports.

www.bloomberg.com/news/article... 1/ Kenya's move to convert part of its debt to RMB is symbolically important for Beijing's push to internationalize its currency. But the structural problem is global financial institutions are reluctant to lend to developing countries in non USD denominations.

One thing is the MoF won't like life insurance companies or Pension funds to liquidate their foreign currency holdings and repatriate because by doing so will strengthen the yen which hurts Japanese exports and irritates Washington.

www.bloomberg.com/news/article... 1/4 While in theory , the Japanese financial institutions can intervene via selling US treasuries , stash their surplus to the JPY bond market and can lower the JGB yields right there and also strengthen the yen!

www.project-syndicate.org/commentary/t... 1/2 Dani Rodrik Sir writes that the European union, China and other middle income powers have an opportunity to make a statement about who they are and what they stand for.

www.angrymetatraders.com/post/india-i... India Insider: Working with U.S and China poses strategic risks that must be dealt with using precision economically and politically. #India #China #TariffsIndia #indiarussia #Vietnam #USDINR #AMTinsights #IndiaTrade #Modi #Tariffs #BRICS #IndianArmy

In @nytopinion.nytimes.com “Gaza represents not some distant and inevitable tragedy, but our own moral and practical failing,” our columnist Nicholas Kristof writes. “We have blood on our hands.”

Torsten Slok: US consumer spending is facing headwinds from tariffs, relatively high interest rates, student loan payments restarting, and deportations lowering the number of consumers.

www.chathamhouse.org/2025/07/mile... 1/ Very Interesting Article by David Lubin Sir on Fiscal challenges and Public debt dynamics in Argentina, Brazil and Colombia.