インド・ルピーが対米ドルで過去最安値を更新した。継続するエネルギー危機による輸入コストの急増と、加速する資本流出がその要因となっている。これにより、金融引き締めを一時停止していたインド準備銀行（RBI）に対し、利上げを迫る圧力が強まっている。
エコノミック・タイムズ紙によると、3月に93.73を記録し、西アジアの緊張を受けて94を超えた過去の安値水準に続き、エネルギー輸入代金の高騰を背景にルピーは一段と弱含んだ。木曜日には世界的な不透明感や原油価格の高騰、イランに対する軍事行動の可能性を巡る噂を背景に、金属や公共部門銀行株が下落を主導し、インドの株式と通貨は共に急落した。RBIはルピーを支えるために介入を行ったが、詳細は明らかにされていない。こうした圧力にもかかわらず、インド市場はマハラシュトラ・デーの祝日で金曜日に取引を終えるまで、過去28カ月で最高の4月実績を記録した。
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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 plunged to a fresh all-time low of 93.73 against the US dollar, its sharpest single-day drop since late 2022. This extends the depreciation trend that saw it weaken to 92.42 earlier in the week amid surging oil prices from West Asian conflicts and foreign investor outflows.
Indian equity benchmarks Nifty 50 and Sensex crashed more than 3% on Thursday, their steepest single-day decline since June 2024, closing at 23,002.15 and 74,207.24 respectively. Escalating West Asia conflicts drove crude above $110 a barrel, stoking inflation fears, while HDFC Bank shares tumbled over 5% following chairman Atanu Chakraborty's resignation.
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The Philippine peso closed at P61.30 against the US dollar on Tuesday, April 28, marking a new record low amid global uncertainties from the Middle East conflict.
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.
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The Reserve Bank of India's Monetary Policy Committee decided to keep interest rates unchanged at 5.25% in its February meeting, citing improved growth prospects from the recent India-US trade deal. This pauses a series of rate cuts from 2025 amid benign inflation. The decision reflects optimism about GDP growth and external sector stability.