Fed Cuts on Stimulus Crashes Rupee to Near 60

The rupee was off session lows in early trade on Wednesday on 19 June, but still remained close to its record low ahead of the outcome of the Federal Reserve meeting that may signal a tapering down of the US stimulus programme.

The rupee was trading at 58.70/72 per dollar at 0336 GMT after opening at 58.82. The rupee hit a record closing low of 58.77/78 the previous day, and remains within touch of an all-time low of 58.98 last week. 

According to global research firm Dun & Bradstreet (D&B) report, the rupee is expected to remain under pressure in the near term, given the strengthening of the dollar against major global currencies and widening of the trade deficit.

The rupee has depreciated nearly six per cent over the past month and had hit a life-time low of 58.98 against the dollar on June 11. It may be recalled that the fall was good 12 percent last year in June when it crashed to Rs. 55.

On rate cuts the report said RBI is likely to continue with its easing of monetary policy to support growth if the rupee stabilises in the near term.

Forex inflows through investment

A finance ministry panel has recommended increasing foreign investment limits in areas including defense, telecommunications and retail, according to mayaram panel recommendations.

Overseas investors should be able to own all of a telecom company in India instead of the current limit of 74 percent, according to the panel’s proposals. The ceiling in defense should be raised to 49 percent from 26 percent and in supermarkets to 74 percent from 51 percent, they said. The idea is to attract the dollars released by Fed’s debt purchases.

Fed Chairman Ben S. Bernanke will speak to reporters at the end of the monetary authority’s two-day meeting today, almost a month after he said stimulus measures could be scaled back if the labor market shows sustainable improvement.

Global funds have cut holdings of Indian debt by $4.7 billion from a record $38.5 billion on May 21, as the premium offered by 10-year sovereign bonds over U.S. Treasuries dropped by 34 basis points. The Fed has been buying $85 billion of bonds a month, a measure known as quantitative easing, to spur the world’s largest economy. The cash has contributed to inflows into higher-yielding emerging markets.

Three-month onshore rupee forwards fell 0.1 percent from yesterday to 59.76 per dollar, according to data compiled by Bloomberg. Offshore non-deliverable contracts fell 0.3 percent to 59.95. Forwards are agreements to buy or sell assets at a set price and date. Non-deliverable contracts are settled in dollars.

  USDINR pair opened the session higher and posted healthy gains of more than one and a half percent.

  The two-day Fed meeting had started and it will be the main focus for global markets this week as investors will be listening for details on when the Fed may start scaling back its USD 85 billion monthly bond purchases.

  US Fed is also expected to provide an update on its economic projections for 2013-2015.

June Futures - Technical levels (Support and Resistance)

SYMBOL

Expiry

Close

S1

S2

S3

R1

R2

R3

USDINR

June 2013

58.87

58.28

57.69

57.37

59.19

59.50

60.09

EURINR

June 2013

78.71

78.07

77.42

77.07

79.07

79.42

80.07

JPYINR

June 2013

61.70

61.39

61.09

60.86

61.93

62.16

62.46

GBPINR

June 2013

91.84

91.24

90.64

90.28

92.20

92.56

93.16