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Gold demand surges as trade war fears and de-dollarisation rise and supply stays tight

Gold demand surges as trade war fears and de-dollarisation rise and supply stays tight

Campbell R. Harvey says escalating uncertainty from trade wars and accelerating de-dollarisation is boosting global demand for gold, despite its limited supply. He points to how gold has become more “financialised” through ETFs, amplifying market moves. Short-term swings can be sharp, but he frames gold as a long-term store of value and a hedge that may help protect portfolios during stock-market stress.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
SP Group seeks two month delay for Rs 14300 crore bond payment amid FX hedging squeeze

SP Group seeks two month delay for Rs 14300 crore bond payment amid FX hedging squeeze

Shapoorji Pallonji Group (SP Group) is in talks with bondholders to defer a Rs 14,300-crore bond payment by two months. The company says foreign exchange swings and newly tightened hedging regulations are disrupting its funding and repayment timeline. SP Group is exploring alternate financing options while negotiating an extension, aiming to reach an agreement soon.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026

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Rupee drops 36 paise as RBI eases forex curbs yet traders get hedging squeeze

Rupee drops 36 paise as RBI eases forex curbs yet traders get hedging squeeze

The rupee fell 36 paise to around 93.13 per dollar after the RBI rolled back some forex curbs following Monday’s market close. Bank treasury heads said they remain cautious and are holding back non-deliverable forward (NDF) contracts to corporates as RBI likely monitors such trades. Dollar-rupee forward premiums rose, lifting hedging costs, with the 1-year forward yield up 10 bps to 3.10%.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Banks demand RBI clarity on forex hedges as new rules risk delaying real trade flows

Banks demand RBI clarity on forex hedges as new rules risk delaying real trade flows

Banks have asked the Reserve Bank of India to clarify forward contract rules for forex hedging. They warn that RBI steps designed to curb speculation may unintentionally restrict genuine trade hedges. Corporates, meanwhile, are struggling with payment delays and slower cargo timelines amid ongoing global conflicts, prompting industry groups to escalate concerns to the regulator.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Rupee freefall starts cutting corporate profits again and hedges aren’t enough anymore

Rupee freefall starts cutting corporate profits again and hedges aren’t enough anymore

The rupee’s slide is moving from markets into corporate balance sheets, with overseas loan exposure turning into large forex losses. Even firms with hedges are registering painful hits, including PFC’s INR940 crore loss in H1 FY26. Dollar, euro, and yen borrowings are raising fresh risk, and while it’s not a 2008-style crisis yet, stress is building quietly.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
FPI dump Indian bonds worth Rs 8000 crore as RBI tightens rupee speculation

FPI dump Indian bonds worth Rs 8000 crore as RBI tightens rupee speculation

Foreign investors have sold Indian bonds worth more than ₹8,000 crore after the Reserve Bank of India curbed speculative rupee trading. The move raised hedging costs for investors, worsening the pressure to exit. Bond yields then climbed as selloffs accelerated, with daily outflows increasing following the RBI measures.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026

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Rupee strengthens as oil cools down and hedging costs fall for importers

Rupee strengthens as oil cools down and hedging costs fall for importers

The Indian rupee strengthened as easing oil prices improved currency sentiment and cut hedging costs. With importers facing less pressure on payments, demand dynamics for foreign exchange looked healthier. The combination of lower crude outflows and cheaper risk management is providing short-term relief to market participants watching both inflation and import bills.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Wealth Company MF launches WSIF brand and two long short funds to hedge equity risk

Wealth Company MF launches WSIF brand and two long short funds to hedge equity risk

The Wealth Company Mutual Fund, under Pantomath Group, has launched its SIF brand “WSIF” and introduced two new funds using differentiated long-short strategies. The approach blends equity investing with tactical hedging to manage downside risk. With this move, the fund house is entering India’s emerging Specialised Investment Funds category, signaling a shift toward more complex risk-managed offerings.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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