krishna

[krishna @Krishnan_VA]

@Jeebly_Natalie Amazing AI videos .

[krishna @Krishnan_VA]

@FloatOut2SpaceX @Jeebly_Natalie Calm down .. its AI

[krishna @Krishnan_VA]

@geebereal99 On a lighter note everyone in the gulf should start learning hindi . The population of Indian expats far exceeds the local population

[Antifragile Thinking @unseenvalue]

FY26 appears to be an inflection year for #Entero. Positive operating cash flow - finally!

[krishna @Krishnan_VA]

@WeekendInvestng I dont know why everyone is triggered. Modiji asked to buy psu banks , at that time no one did .. then there was huge rally . No one gave him credit . Now if he says someting .. lets atleast analyse why he said what he said . Alok ji will clarify this tomorrow for sure

[krishna @Krishnan_VA]

@RShivshankar @pvsubramanyam This aged like fine milk

[krishna @Krishnan_VA]

@InvestRepeat @deepakshenoy @CalmInvestor Thank you 🙏

[krishna @Krishnan_VA]

@Erikr250 @indyarya_mbi Bruh its AI

[krishna @Krishnan_VA]

@InvestRepeat Thank you 🙏 . One 97 has the largest allocation

[krishna @Krishnan_VA]

@InvestRepeat 15m is chump change

[krishna @Krishnan_VA]

@HumansNoContext Why zelensky why ?

[krishna @Krishnan_VA]

@WeekendInvestng Sir ji thoda gold bech dijiye … rolls royce kharid sakte ho aap

[krishna @Krishnan_VA]

@PerfectWealth_ @harry_jyot Helios has a small cap fund that NFOed recently . Unable to get the portfolio .

[krishna @Krishnan_VA]

@WeekendInvestng To each his own

[krishna @Krishnan_VA]

@ishmohit1 Its thanks to ppl like them that good companies are available at attractive valuations.

[krishna @Krishnan_VA]

#askmoneypurse Hi sai anna . Can u please make a video on how NRI’s in middle east can save tax (zero tax) via the DTAA route .

[krishna @Krishnan_VA]

@pvsubramanyam Sir your youtube channel and posts on this platform suggest you have a split personality 😂 . Your lack of a filter on X is quite refreshing .

[Parimal Ade @AdeParimal]

Has the Rupee Hit Bottom?
When headlines say “rupee crosses ₹90 per dollar”, it creates anxiety.
But for investors, the key question is simple: Is this a crisis or a normal cycle?

1) Is this a rupee crisis?

No.

In a true currency crisis, you typically see:
•A very high current account deficit
•Rapidly falling forex reserves
•Panic-driven capital flight

India today:
•Current account deficit is relatively low
•Forex reserves remain comfortable, covering several months of imports
•The central bank still has enough capacity to manage volatility

This is currency weakness, not a breakdown.

2) Why did the rupee fall so sharply?

Main reasons are global, not domestic:
•Foreign investors reduced exposure to Indian equities
•Global uncertainty increased demand for the US dollar
•Interest rate differentials moved against emerging markets

This reflects global capital movement rather than India-specific stress.

3) Does a weak rupee hurt all investors?

No. Impact varies.

Potential beneficiaries
•Export-oriented companies (IT services, pharmaceuticals, chemicals)
•Companies earning in dollars but spending largely in rupees

Potentially affected
•Businesses dependent on imports such as oil, electronics, or machinery
•Companies with large unhedged foreign currency borrowings

A weaker rupee creates both challenges and opportunities.

4) Can the rupee fall much more from here?

Further weakness is possible, but the probability is lower than before.

Reasons:
•The currency has already adjusted significantly
•Export competitiveness has improved
•There are no major structural imbalances forcing sustained depreciation

Most likely scenario is a volatile but range-bound rupee.

5) What should retail investors do?

Key takeaways:
•Avoid panic-driven decisions
•Do not try to time currency movements
•Maintain diversification across sectors and geographies
•Prefer companies with strong balance sheets and pricing power

Bottom Line

The rupee’s move looks like a cyclical adjustment, not a structural problem.

For long-term investors:
Currency volatility is temporary.
Business fundamentals and earnings matter far more.

[krishna @Krishnan_VA]

#askmoneypurse

[krishna @Krishnan_VA]

@themahavir Thank you sir , will definitely get in touch .