インドルピーが対米ドルで過去最安値となる93.73まで急落し、2022年後半以来の最大の下げ幅を記録した。西アジアの紛争激化に伴う原油価格の高騰や、海外投資家の資金流出を背景に、今週初めに92.42まで下落した傾向がさらに強まっている。
2025年後半に90を突破した後、2026年3月17日には92.42まで下落していたインドルピーは、今回、対米ドルで93.73という歴史的な安値を記録した。エコノミック・タイムズ紙は、これが2022年後半以来の最大の下げ幅であると報じている。西アジアの緊張激化による原油価格の高騰や、世界的な市場の不安定化に伴う外国機関投資家（FPI）の資金流出が圧力を強めている。市場関係者はインド準備銀行（RBI）による介入の可能性を注視しており、予想ではさらなる下落で95に達する可能性も示唆されている。今回の事態は、新興国通貨が地政学的リスクや資本流出に対して脆弱であることを浮き彫りにした。キーワード：ルピー安、米ドル、西アジア紛争、原油価格、FPI資金流出、インド準備銀行（RBI）、外国為替。
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The Indian rupee depreciated by 9.88% against the US dollar in FY26, marking it as Asia's weakest currency amid record foreign investor outflows and surging oil prices. The Reserve Bank of India intervened to stabilize the currency, while domestic funds provided a record cushion against the exits. Equity indices like Nifty and Sensex recorded their worst fiscal performance since FY20.
Continuing its sharp FY26 depreciation—after breaching 94 in late March—the Indian rupee fell to a fresh record low of 95.28 against the US dollar on Tuesday, May 5. Oil prices exceeding $110 a barrel have intensified inflation and balance-of-payments worries, prompting Reserve Bank of India interventions amid curbs on foreign exchange positions.
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The Indian rupee weakened further to breach 94 and approach 95 against the US dollar—a new record low—following its prior plunge to 93.73 last week. Surging crude oil prices from Red Sea tensions and fears of a prolonged Gulf war drove the slide, while Indian stocks extended losses into a fifth consecutive week. Limited Reserve Bank of India intervention has heightened concerns of additional depreciation.
Arvind Panagariya, chairman of the 16th Finance Commission, has urged the Reserve Bank of India to stop defending the rupee aggressively with foreign exchange reserves. He described the psychological barrier of 100 rupees per dollar as just a number.
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The Philippine peso closed at a record low of P60.10 against the US dollar on Thursday, March 19, amid surging global oil prices from the Middle East conflict. The weakening currency raises costs for imports, especially oil which the country heavily relies on.
The exchange rate closed on May 12 at 17.2228 pesos per dollar, marking a 0.14 percent depreciation.
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India's 10-year benchmark bond yield rose 7 basis points to 6.94% on Friday, signaling concerns over inflation and potential monetary tightening. High Brent crude prices above $100 per barrel, driven by the West Asia conflict, have intensified fears, compounded by the rupee falling below 94 to the dollar.