Mar, 06, 2026 By Vikram Murarka 0 comments


Markets move. News flows constantly. Sentiment shifts overnight.
You can’t control the noise.
But you can control how prepared you are.
A clear forex policy, structured hedging approach, and disciplined execution bring stability to an otherwise unpredictable environment.
At Kshitij, we help corporates build that structure so currency risk becomes manageable rather than stressful.
Because in a volatile world, clarity and discipline bring the real peace of mind.
#Kshitij #FX #CurrencyRisk #RiskManagement #Hedging #Treasury #Markets
In our last report (29-Apr-26, UST10Yr 4.35%), we had said that the FED was likely to leave rates unchanged, which it did. We had also said that “once Kevin Warsh comes in, the FED is more likely to cut, responding to …. Read More
In our May 2026 report (4-May-26, Brent @ $110.75), we expected Brent to test $90.50 by Jul-26, followed by a rise to $145.13 by Sep-26 and $161.93 by Dec-26. Sustained trade below $100 was expected to be seen only on a credible resolution of the US-Iran war, which looked unlikely … Read More
In our April 2026 report (13-Apr-26, EURUSD 1.1686), we expected the Euro to rise to 1.1950 by May-26 while retaining our long-term bearishness towards 1.10 by Aug’26. The main reasons were good chances of a rise in the Dollar Index and crude prices. The markets expect the ECB to move. …. Read More
In our 11-Apr-26 report (10Yr GOI 7.03%) we had retained our bullish view on Brent towards $134 by Sep-26, while allowing for a near term dip to $95 on hopes of a US-Iran resolution. Brent fell to $89.93, lower than … Read More
In our 10-Dec-25 report (USDJPY 156.70), we expected the USDJPY to trade within 154-158 region till Jan’26 before eventually rising in the long run. In line with our view, the pair limited the downside to … Read More
Our May ’26 Dollar Rupee Monthly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.

