印度10年期国债 (India10Y) 加自选

印度股市周三收高，追随全球股市势头的改善，有迹象表明美国正在接受与主要贸易伙伴降低关税。标准普尔BSE Sensex指数上涨0.7&至82723点，NSE Nifty 50指数上涨0.6%至25220点。美国总统特朗普将对日本的关税从之前威胁的30%降至15%。此外，美国财政部长表示，他对在下周即将举行的会议上延长与中国的关税休战持乐观态度。金融巨头股价大幅上涨，ICICI银行和Bajaj Finance分别上涨3%和1.6%。反过来，印孚瑟斯在铃响后公布关键收益之前收盘上涨0.5%。

Indian stocks closed higher on Wednesday, tracking the improved momentum in global equities amid signs that the US is accepting lower tariff rates with major trading partners. The S&P BSE Sensex added 0.7& to 82,723 and the NSE Nifty 50 added 0.6% to 25,220. US President Trump lowered tariffs on Japan to 15% from the previously threatened 30% on their deal. Additionally, US Treasury Secretary signaled that he is optimistic about extending the tariff truce with China in their upcoming meeting next week. Financial giants were sharply higher, with ICICI Bank and Bajaj Finance adding 3% and 1.6%, respectively. In turn, Infosys closed 0.5% up ahead of their key earnings release after the bell.

在孟买，孟买敏感指数周三上涨540点，涨幅0.66%。涨幅最大的是Bajaj Finance（1.57%）、Mahindra&Mahindra（1.20%）和Bharti Airtel（1.16%）。最大的损失来自电网（-0.15%）。

In Mumbai, the SENSEX Index went up by 540 points or 0.66 percent on Wednesday. Top gainers were Bajaj Finance (1.57%), Mahindra & Mahindra (1.20%) and Bharti Airtel (1.16%). Biggest losses came from Power Grid (-0.15%).

印度股市周三上午上涨139点，涨幅0.2%，至82326点，前一交易日持平。Nifty指数也上涨了0.2%，超过了早盘交易的25100点大关。BSE Sensex指数跟踪美国股指期货上涨，受围绕美日贸易协定的乐观情绪提振，这增加了对进一步贸易协议的希望。此外，计划在斯德哥尔摩举行的华盛顿-北京贸易谈判增加了积极的市场情绪。交易员们也在等待包括印孚瑟斯和雷迪博士在内的大公司的盈利报告，这两家公司都计划在今天晚些时候公布业绩。汽车板块领涨，上涨1.1%，受印度和英国将签署一项旨在降低包括汽车在内的商品关税的自由贸易协定的消息支撑。表现最好的包括塔塔汽车（+2.3%）、马鲁蒂铃木（+1.4%）、巴贾吉金融（+1.3%），马恒达（+1.0%）和NTPC（+0.5%）。

Shares in India climbed 139 points, or 0.2%, to 82,326 on Wednesday morning after remaining flat in the previous session. The Nifty also rose 0.2%, surpassing the 25,100 mark in early trade. The BSE Sensex tracked gains in US stock futures, buoyed by optimism surrounding US-Japan trade agreements, which have raised hopes for further trade deals. Additionally, planned Washington-Beijing trade talks in Stockholm added to the positive market sentiment. Traders also awaited earnings reports from major companies, including Infosys and Dr. Reddy’s, both scheduled to release results later today. The auto sector led the gains, rising 1.1%, supported by news that India and Britain are set to sign a free trade agreement aimed at reducing tariffs on goods, including cars. Top performers included Tata Motors (+2.3%), Maruti Suzuki (+1.4%), Bajaj Finance (+1.3%), Mahindra & Mahindra (+1.0%), and NTPC (+0.5%).

路透社称，印度和英国将于周四莫迪总理访问英国期间签署自由贸易协定。根据协议，印度将降低英国威士忌、汽车和某些食品的关税，而英国将允许印度纺织品和电动汽车免税。经过三年断断续续的谈判，该协议于5月敲定，旨在通过放宽市场准入和消除关键壁垒来促进双边贸易。外交大臣维克拉姆·米斯里表示：“这是一项重要协议。”他指出，法律审查已接近完成。贸易部长Piyush Goyal将与莫迪一起签署协议。莫迪自2014年以来第四次访问英国，还将会见总理基尔·斯塔默和商界领袖，讨论贸易、能源、安全等问题。2023/24年双边贸易额达到550亿美元。与此同时，在华盛顿8月1日的最后期限之前，美印临时贸易协议的前景正在消退，关于农产品和乳制品关税的谈判陷入僵局。

India and the UK are set to sign a free trade agreement on Thursday during Prime Minister Modi's visit to Britain, Reuters said. Under the deal, India will reduce tariffs on British whisky, cars, and certain food items, while the UK will grant duty-free access to Indian textiles and electric vehicles. Finalized in May after three years of on-and-off talks, the pact aims to boost bilateral trade by easing market access and eliminating key barriers. “This is a significant agreement,” said Foreign Secretary Vikram Misri, noting legal vetting is nearly complete. Trade Minister Piyush Goyal will join Modi for the signing. Modi, on his fourth UK visit since 2014, will also meet Prime Minister Keir Starmer and business leaders to discuss trade, energy, security, and more. Bilateral trade hit $55 billion in 2023/24. Meanwhile, prospects for a U.S.-India interim trade deal are fading ahead of Washington’s August 1 deadline, with talks stalled over tariffs on agricultural and dairy goods.