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India's FX Reserves Drop $9.8 Billion as Rupee Hovers Near 90.2

The central bank's stockpile still provides import cover of more than 11 months.

Overview

  • Reserves fell by $9.809 billion to $686.801 billion in the week ended January 2, according to RBI data.
  • Foreign currency assets declined by $7.622 billion to $551.990 billion, while gold holdings fell by $2.058 billion to $111.262 billion.
  • Economists and market participants said RBI dollar sales to smooth volatility accounted for roughly $7 billion of the drop, with the rest tied to valuation losses including weaker gold prices.
  • The rupee traded around 90.2 per dollar, closing at 90.21 on Tuesday after a brief one‑paisa rise on Monday, as higher crude, a firm dollar and continued foreign outflows weighed on sentiment.
  • Foreign investors sold Indian equities in large sums in recent sessions, while reserves remain sizeable after builds in 2023–25 and had been near a record high in 2024.