Thursday, 2 August 2018

Currency Update for Exporters and Importers :2nd August 2018


Insignia Consultants
New Delhi
Thursday, August 02, 2018
TIME: 9:25 am IST          
DAILY FOREX REPORT FOR EXPORTERS AND IMPORTERS
(inter-bank prices below)
FOMC hints of a September interest rate hike. There were no surprises. July global manufacturing index fall will increase volatility in the currency markets. Traders and investors are extra cautious. This is reflected by lack of one price moves after the FOMC and decent US July private ADP numbers. Bank of England needs to raise interest rates to prevent cable from sinking. Be prepared for two percent one way moves in the Japanese yen against the US dollar anytime. US dollar Index will sink only if July nonfarm payrolls comes in below 160,000 without any significant previous month revisions. The next three trading sessions is very crucial for the US dollar.
India
Interest rate hike by the RBI yesterday and a fall in global crude oil prices has resulted in rupee opening lower. There will be more fall if importers do not buy. Global factors will affect more than domestic factors.
Euro/US dollar (euro/usd CMP 1.1654):
One Support: 1.1609
One Resistance: 1.1722
o      Euro/usd will break free from 1.1550-1.1770 range and form a new range by Monday.
o      Sell off will be there if 1.1743 is not broken by Monday to 1.1530 and 1.1415.
o      Better to remain on the sidelines today.
UK Pound/US dollar (gbp/usd CMP 1.3104):
One Support: 1.3036
One Resistance: 1.3177
o      Cable needs to trade over 1.3036 till Monday to rise to 1.3177 and 1.3247.
o      Sell off will be there only below 1.3036 today.
o      A daily close below 1.3036 today and tomorrow will be very bearish for August.
US dollar/Japanese Yen (usd/jpy CMP 111.55):
One Support: 111.32
One Resistance: 111.97
o      Sellers will be there below 111.32 to 110.61.
o      Yen needs to trade over 111.97 to rise further.
US dollar/Indonesia Rupiah (usd/idr CMP 14462.50):
One Support: 14415.30
One Resistance: 14494.00
o      Rupiah needs to trade over 14415 to rise to 14494 and 14531.20.
o      Crash or sell off will be there below 14415.
FAQ
Why Do I ask exporters and importers to use trailing stop loss? Some day’s currency markets are very volatile. Trend (short term as well as medium term) change at the flick of coin without any advance warning. In order to make the most of the volatility it is preferable to use trailing stop loss using technical analysis as basis. Those exporters and importers do not wish to take the risk, should take a forward cover or hedge in future and options market if export or import price near cost.
Disclaimer: Any opinions as to the commentary, market information, and future direction of prices of specific currencies, crypto currency, metals and commodities reflect the views of the individual analyst, In no event shall Insignia Consultants or its employees have any liability for any losses incurred in connection with any decision made, action or inaction taken by any party in reliance upon the information provided in this material; or in any delays, inaccuracies, errors in, or omissions of Information. Nothing in this article is, or should be construed as, investment advice. Prepared by Chintan Karnani
NOTES TO THE ABOVE REPORT
PLEASE NOTE: HOLDS MEANS HOLDS ON DAILY CLOSING BASIS
ALL PRICES ARE IN INDIAN RUPEE UNLESS OTHERWISE SPECIFIED
Indian Standard Time (IST): +5:30 GMT
Current Market Price (CMP)
All foreign exchange prices are for inter-bank rates.

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