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The rupee is weakening slightly as the dollar continues to soften.

The Indian rupee recorded a modest loss on Monday due to dollar bids by foreign and local banks. However, the general weakness of the greenback allowed the rupee to limit further losses.

The rupee ended the session at 86.2925, down 0.2% from the previous day. It had touched a low of about 86.35, which was a close to one-month high, earlier in the session.

The dollar index fell by almost 0.2%, to 98.0.

The Indian rupee, the Indonesian Rupiah, and other regional currencies have all suffered losses this year, while their peers such as the Taiwan Dollar and the Korean Won, which both grew by over 11%, and 6% respectively, are doing well.

Analysts cite a lacklustre rupee performance in part due to sluggish portfolio flows, India’s external investment deficit, and the Reserve Bank of India’s likely FX reserves accumulation.

A trader from a private bank reported that the price action on the day appeared to indicate modest outflows, but the dollar buying pressure eased during the second half of the session. This helped the rupee reduce its losses.

The benchmark 10-year bond rate was slightly lower last night at 6.2986%.

The near-term focus will be two things: the impact of U.S. data on expectations for rate cuts, and the news regarding U.S. India trade negotiations before the deadline of August 1, when higher U.S. Tariffs are to go into effect.

"We continue to believe that slower growth will limit the impact of tariffs. Profit margin compression, as well as a reduction in export prices, will also help justify a Fed rate cut in September," ANZ stated in a note on Monday.

(source: Reuters)