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Tag: IDR

The Rupee Crisis Forces India Into Financial Survival Mode

  • J-P. Pizzini
  • June 5, 2026
  • Emerging Markets
After weeks spent defending the rupee through interventions, import restrictions and emergency measures, New Delhi has finally acknowledged an uncomfortable reality: domestic tools alone are...
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Indonesia Becomes a New Casualty of the Iran Crisis

  • J-P. Pizzini
  • June 4, 2026
  • Emerging Markets
Indonesia may now be another major warning sign of what happens when energy shocks, currency weakness, political uncertainty, and external financing pressures collide. The current...
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India Begins Defending the Rupee as the Emerging-Market Stress Cycle Returns

  • J-P. Pizzini
  • May 14, 2026
  • Emerging Markets
For years, India represented the favourite emerging-market story of global investors. Strong growth. Structural reforms. Digitalisation. Expanding middle class. Geopolitical neutrality. Demographic power. Now the...
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