V Thiagarajan

V Thiagarajan

Venkat Thiagarajan is a currency market veteran.

A Nervous Rupee Meets an Uncomfortable Silence

The rupee’s slide toward 90 underscores a central truth: currencies are not just reflections of fundamentals. They are also mirrors of policy signalling, global crosswinds, biases, and narratives.

V Thiagarajan

December 3, 2025 at 2:42 AM IST

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India’s Exchange Rate Regime Faces a Moment of Truth

Briefing

With the rupee trading like a caged bird and IMF reclassification looming, India faces a reckoning on what its exchange rate regime really is.

V Thiagarajan

November 26, 2025 at 3:22 AM IST

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AI Power Shift Will Redraw Exchange Rates and Global Leadership

AI supremacy is reshaping global power and could redefine how currencies move, with technological capability emerging as the new driver of exchange rates.

V Thiagarajan

November 18, 2025 at 5:58 AM IST

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US Shutdown Drags On, Bonds Test Nerves, and a Generation Relearns the Cost of Capital

Cross-Currency

A quick take on global markets before the noise begins.

V Thiagarajan

November 3, 2025 at 4:28 AM IST

Truce Without Treaty, Powell’s Echo Lingers, Markets Eye Liquidity Strain

Cross-Currency

A quick take on global markets before the noise begins.

V Thiagarajan

October 31, 2025 at 5:16 AM IST

Fed Cuts, Powell Cautions; Xi, Trump Begin Bargain Talks

Cross-Currency

A quick take on global markets before the noise begins.

V Thiagarajan

October 30, 2025 at 4:45 AM IST

Trump-Xi Hopes Lift Mood as Markets Chase Ghosts of Past Truces

Cross-Currency

Cross-Currency is BasisPoint’s daily markets note by V. Thiagarajan, decoding global shifts through currencies and the moods that move them.

V Thiagarajan

October 28, 2025 at 5:36 AM IST

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Federal Reserve

Myth of Currency Debasement

Briefing

Markets often mistake monetary flexibility for monetary decay. The greater risk lies in misreading cycles as signs of systemic erosion.

V Thiagarajan

October 12, 2025 at 4:16 PM IST

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Currencies Under Siege as Fiscal Dominance Takes Hold

Briefing

When fiscal dominance weakens central banks, the first casualty is often currency stability. The rupee’s path today echoes the struggles of the yen and yuan.

V Thiagarajan

September 26, 2025 at 6:56 AM IST

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Rupee on a Leash: RBI’s Dictated Depreciation Strategy

Briefing

The rupee’s path is less about macro forces and more about RBI’s silent hand, steering it lower while guarding stability with tight control.

V Thiagarajan

September 14, 2025 at 6:33 AM IST

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When Ratings Lose Their Voice in Markets

Briefing

Sovereign ratings once swayed markets. Today, investors treat them as lagging signals in a world where information moves faster than agencies.

V Thiagarajan

September 4, 2025 at 9:27 AM IST

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