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FX Blueprint 2026: The Great Rotation

LIVE12 December 2025USD bearish

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USD/INR

Name: Investment Bank FX Research Directory
Creator: FX Bank Forecast
License: https://fxbankforecast.com/terms
Keywords: bank FX research, investment bank reports, FX strategy, institutional research directory, bank forecasts

INR supported by improving portfolio flows and RBI policy shift. India growth pr

Moderately Bullish

DB Forecast Path

Cross-Firm Forecast Comparison

Key Drivers

Portfolio inflows

RBI policy

Growth premium

Current account management

Institutional reforms

All Firm Targets (Dec '26)

JPMNeutral88.60

GS86.50

ING86.50

MUFG86.50

BARCNeutral86.50

MS86.00

BofAModerately Bullish85.50

DBModerately Bullish85.00

Analysis Summary

INR supported by improving portfolio flows and RBI policy shift. India growth premium provides fundamental support. Targeting 85.00.

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