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SECTOR ETFINDABEARISHCore thesis · 5/5

No single ticker was named. India ETFs are the exposure this bearish thesis argues against, most actionable for readers who already hold them. Not a recommendation.

India faces persistent dollar shortage pressure

India's recurring currency intervention programs fail to provide a durable solution to its systemic dollar shortage, leaving the rupee vulnerable to ongoing depreciation.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
India faces persistent dollar shortage pressure · Zortix