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India's Diaspora Deposit Drive Draws Less Than Expected as Rupee Weakens

Early shortfalls in FCNR(B) inflows have weakened the rupee, forcing officials to push banks to step up NRI outreach before the scheme ends on September 30.

Overview

  • By mid-July, Indian banks had mobilised about $10 billion under the RBI's special FCNR(B) window, well below many market projections.
  • The scheme lets non‑resident Indians place three‑ to five‑year dollar deposits while the RBI offers a concessional USD‑INR swap to hedge banks' principal exposure.
  • Divergent bank and analyst forecasts range from roughly $20–25 billion up to $60–70 billion in total inflows, leaving outcomes highly uncertain.
  • Officials including Finance Minister Nirmala Sitharaman and RBI Governor Sanjay Malhotra have met bank chiefs to press for faster NRI outreach and new deposit propositions.
  • Key risks include narrower interest‑rate spreads versus US yields and a tenor mismatch because depositors can often exit earlier than the RBI swap can be unwound, which could create funding stress when deposits mature.