Tag
hedging
2 posts tagged hedging
- US Investing·
The rupee-dollar lens: why your US stock returns differ from the S&P 500, and what to do about it
How USD-INR moves affect Indian retail US stock returns. The rupee has gone from ~83 in early 2024 to ~95 in mid-2026 — a ~14% currency tailwind that adds to every Indian's US portfolio return. Math, history, three positioning frameworks, hedging discussion.
- US Investing·
Currency risk: how rupee–dollar moves change your US returns
Every US investment is two bets: the stock and the dollar. When currency helps your returns, when it hurts, and how to size US allocation.