Geopolitics Alpha

Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows

Published . Updated .

Key takeaways

  • Exposed: AAXJ, INDA, BWX, EFA, HDB
  • Market reaction: price tracking starts with the next trading session.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Get these market calls by email

The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.

Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.

GEOPOLITICS ALPHARupee, bond outlook in Samvat 2083hinges on West Asia, inflation,flowsGEOPOLITICS ALPHA

This report is about Asia and India.

Directly affected

  • No company is named in this report.

Indirectly affected

  • AAXJ iShares MSCI All Country Asia ex Japan ETF-10.6% 12d

    iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”).

  • INDA iShares MSCI India ETF-5.1% 15d

    iShares MSCI India ETF holds stocks listed in India, which this story is about (“rupee”).

  • BWX SPDR Bloomberg International Treasury Bond ETF

    SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Asia

  • EFA iShares MSCI EAFE ETF-0.7% 6d

    iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Asia

  • HDB HDFC Bank-3.0% 30d

    HDFC Bank (commercial banks) is one of the largest India-based companies traded in the US, so news about India (“rupee”) reaches its shares.

  • INFY Infosys

    Infosys (computer programming services) is one of the largest India-based companies traded in the US, so news about India (“rupee”) reaches its shares.

  • RDY Dr. Reddy's Laboratories

    Dr. Reddy's Laboratories (pharmaceutical preparations) is one of the largest India-based companies traded in the US, so news about India (“rupee”) reaches its shares.

  • MMYT MakeMyTrip

    MakeMyTrip (transportation services) is one of the largest India-based companies traded in the US, so news about India (“rupee”) reaches its shares.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
AAXJ+3.50%+4.44%baseafter closeafter closeafter closeafter close
INDA-4.83%-1.69%baseafter closeafter closeafter closeafter close
BWX-0.16%+0.37%baseafter closeafter closeafter closeafter close
EFA+1.79%+3.78%baseafter closeafter closeafter closeafter close
HDB-9.70%-3.22%baseafter closeafter closeafter closeafter close
INFY+0.20%-2.08%baseafter closeafter closeafter closeafter close
RDY-5.10%-0.87%baseafter closeafter closeafter closeafter close
MMYT-10.67%-0.72%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows Business Standard

Source: Business Standard

Price since this story was published: Ishares Msci Asia Ex-Japan (AAXJ)

CompanyWhenMoveStatus
Ishares Msci Asia Ex-Japan (AAXJ)three days earlier+4.44%final price
Ishares Msci Asia Ex-Japan (AAXJ)five days earlier+3.50%final price
Spdr Series Trust (BWX)three days earlier+0.37%final price
Spdr Series Trust (BWX)five days earlier-0.16%final price
Ishares Tr (EFA)three days earlier+3.78%final price
Ishares Tr (EFA)five days earlier+1.79%final price
Hdfc Bank (HDB)three days earlier-3.22%final price
Hdfc Bank (HDB)five days earlier-9.70%final price
Ishares Tr (INDA)three days earlier-1.69%final price
Ishares Tr (INDA)five days earlier-4.83%final price
Infosys (INFY)three days earlier-2.08%final price
Infosys (INFY)five days earlier+0.20%final price
MakeMyTrip (MMYT)three days earlier-0.72%final price
MakeMyTrip (MMYT)five days earlier-10.67%final price
Dr Reddys Laboratories (RDY)three days earlier-0.87%final price
Dr Reddys Laboratories (RDY)five days earlier-5.10%final price

Members of Congress who traded Ishares Msci Asia Ex-Japan (AAXJ) near this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ishares Msci Asia Ex-Japan (AAXJ)

Companies mentioned with this story

  • AAXJ Ishares Msci Asia Ex-Japan

    For “Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows,” Ishares Msci Asia Ex-Japan (AAXJ) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”)

  • INDA Ishares Tr

    In “Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows,” Ishares Tr (INDA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI India ETF holds stocks listed in India, which this story is about (“rupee”)

  • BWX Spdr Series Trust

    Spdr Series Trust (BWX) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows.” Reason on file: SPDR Bloomberg International Treasury Bond ETF holds government bonds outside the US, which react to inflation and interest-rate news like this one in Asia

  • EFA Ishares Tr

    For “Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows,” Ishares Tr (EFA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI EAFE ETF is a broad fund of developed-market stocks that includes Asia

  • HDB Hdfc Bank

    Hdfc Bank (HDB) is linked, with no stored direction, medium confidence in the 8 Nov 2026 story “Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows.” Reason on file: HDFC Bank (commercial banks) is one of the largest India-based companies traded in the US, so news about India (“rupee”) reaches its shares

  • INFY Infosys

    In “Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows,” Infosys (INFY) is linked, with no stored direction, medium confidence. Reason on file: Infosys (computer programming services) is one of the largest India-based companies traded in the US, so news about India (“rupee”) reaches its shares

  • RDY Dr Reddys Laboratories

    In “Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows,” Dr Reddys Laboratories (RDY) is linked, with no stored direction, medium confidence. Reason on file: Dr. Reddy's Laboratories (pharmaceutical preparations) is one of the largest India-based companies traded in the US, so news about India (“rupee”) reaches its shares

  • MMYT MakeMyTrip

    For “Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows,” MakeMyTrip (MMYT) is linked, with no stored direction, medium confidence. Reason on file: MakeMyTrip (transportation services) is one of the largest India-based companies traded in the US, so news about India (“rupee”) reaches its shares

Ishares Msci Asia Ex-Japan (AAXJ)

On 8 Nov 2026, “Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows” is the story that connects Ishares Msci Asia Ex-Japan (AAXJ) to this story.

Ishares Msci Asia Ex-Japan (AAXJ) is on the page because iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”)

Also listed, Ishares Tr (INDA): iShares MSCI India ETF holds stocks listed in India, which this story is about (“rupee”)

Dates and price levels for Ishares Msci Asia Ex-Japan (AAXJ)

AAXJ traded between 106.27 and 119.65 across 8 sessions. The latest close on file is 107.13. INDA traded between 45.35 and 47.92 across 11 sessions. The latest close on file is 46.04.

What the saved facts support for Ishares Msci Asia Ex-Japan (AAXJ)

46 out of 100

“Rupee, bond outlook in Samvat 2083 hinges on West Asia, inflation, flows” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.