Ex-SEBI Official on Falling Rupee, FIIs, and Indian Markets | ft. Ananth Narayan & Monika Halan

This episode was recorded on 10th May, 2026.

00:00 - Episode Highlights
00:51 - Guest Introduction
01:36 - Currency Depreciation Explained
03:14 - Understanding Capital Flows
07:53 - Financial Repression in India
10:24 - Equity Market Overvaluation
13:21 - Interest Rates and Currency
15:31 - RBI's Dual Role
21:46 - Taxation on Debt Funds
24:48 - Free Markets vs Intervention
28:53 - Importance of Asset Allocation
30:15 - SIPs and Market Supply
32:08 - Investing in Overseas Markets
36:34 - Corporate Fund Raising
40:40 - Geopolitics and Policy Actions
43:32 - Derivatives and Prediction Markets
47:43 - SEBI's F&O Concerns
55:11 - Regulating Prediction Markets
57:16 - Future of Crypto Assets
63:55 - Future Market Outlook
68:28 - Podcast Conclusion

In this episode of the Growwing India Podcast, we decode the complex forces driving the Indian economy today. The host, Monika Halan, is joined by Ananth Narayan, former Whole-Time Member of SEBI and veteran currency trader, for a masterclass on interest rates, currency depreciation, and the hidden realities of the stock market.

Why is the rupee hovering near record lows? Are Indian equity markets dangerously overvalued due to the massive domestic SIP boom? What is "financial repression", and how do RBI policies and debt taxation impact your savings?

Anant also breaks down SEBI's perspective on the massive retail surge in futures and options (F&O) trading, the rise of prediction markets like Polymarket, the future of cryptocurrency in India, and how everyday investors should navigate the turbulent 12–24 months ahead through smart asset allocation.

If you want to understand the macroeconomic 'why' behind your portfolio's performance, this episode is a must-watch.

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