Instead of Trump the Indian investors should worry about a possible Rupee Depreciation. The USD index has moved up 5 per cent to 99, and this implies INR/USD at 70. FPI/FII and Debt players will lose this money should the currency fall, while all leveraged commodity players will find their loan repayments and Balance Sheet stretch further. Only gainers on the margin will be Tech and Pharma player-but Banks, Infra, Commodity palyers will sink. Inflation targeting as perceived by the MPC/RBI will fall to the side.Interest rates will have to be raised going forth and not reduce.
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