Quixotic Banker 

Quixotic Banker 

Quixotic Banker is a seasoned treasury professional with decades of experience across FX, money markets, fixed income, ALM and balance sheet risk.

When FX Rules Fragment the Balance Sheet

RBI’s NDF curbs shift risk from economic reality to geography, raising a quiet but persistent confidence cost for the rupee.

Quixotic Banker 

April 5, 2026 at 6:06 AM IST

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Calibrating FX Rules Without Penalising Genuine Hedgers

RBI's curbs rightly target speculative misuse in FX markets. But blunt restrictions risk leaving genuine hedgers unprotected and amplifying unhedged exposures across the economy.

Quixotic Banker 

April 4, 2026 at 5:25 AM IST

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Guardrails Key as India Pushes Rupee Abroad

India’s rupee push is bold—but trade gaps, credit risks, and shallow liquidity mean guardrails are key for lasting internationalisation.

Quixotic Banker 

October 4, 2025 at 12:28 PM IST

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