印度10年期国债 (India10Y) 加自选

孟买敏感指数周五下跌721点，跌幅0.88%。领跌的是Bajaj Finance（-4.81%）、NTPC（-1.15%）和Eternal Limited（-0.90%）。涨幅最大的是太阳制药（0.14%）。

In Mumbai, the SENSEX Index fell 721 points or 0.88 percent on Friday. Leading the losses are Bajaj Finance (-4.81%), NTPC (-1.15%) and Eternal Limited (-0.90%). Top gainers were Sun Pharmaceuticals (0.14%).

随着关税最后期限的临近，卢比连续第三周下跌，美联储的决定即将到来。周五，印度卢比跌至一个月低点，并连续第三周下跌，受到当地股市外流和投资者在关税和央行决定主导的新闻密集周之前的谨慎态度的压力。

Rupee slides for third straight week as tariff deadline, Fed decision near.The Indian rupee fell to a one-month low on Friday, and logged its third straight weekly decline, pressured by outflows from local stocks and caution among investors ahead of a news-heavy week dominated by tariffs and central bank decisions.

BSE Sensex指数周五下跌366点，跌幅0.4%，至81827点，延续了前一交易日的跌幅，触及6月中旬以来的最低水平。Nifty 50指数也下跌了0.5%，跌破25000点大关，主要受到科技和金融服务行业的拖累。金融服务业下跌0.4%，Bajaj Finance在第一季度业绩被摩根大通下调后暴跌5%。Bajaj Finserv在今天晚些时候公布收益之前也暴跌4.8%。与此同时，科技股下跌0.5%，受印孚瑟斯（-1.3%）和电网（-1.0%）下跌拖累。 交易员还关注了Shriram Finance、巴罗达银行和塔塔化学公司即将公布的第一季度收益，这些公司都将于今天公布。在8月1日最后期限之前，围绕美印贸易谈判的持续不确定性继续打压市场情绪。本周，Sensex指数在连续三周下跌后，有望持平。

The BSE Sensex fell 366 points, or 0.4%, to 81,827 on Friday, extending losses from the previous session and hitting its lowest level since mid-June. The Nifty 50 also declined 0.5%, slipping below the 25,000 mark, weighed down primarily by the tech and financial services sectors. Financial services dropped 0.4%, with Bajaj Finance slumping 5% after its Q1 results were downgraded by JP Morgan. Bajaj Finserv also plunged 4.8% ahead of its earnings release later today. Meanwhile, tech stocks fell 0.5%, dragged down by declines in Infosys (–1.3%) and Power Grid (–1.0%). Traders also focused on upcoming Q1 earnings from Shriram Finance, Bank of Baroda, and Tata Chemicals, all set to report today. Lingering uncertainty surrounding US–India trade talks ahead of the August 1 deadline continued to weigh on sentiment. For the week, the Sensex is on track for a flat performance, following three consecutive weeks of declines.

亚洲货币下跌，资金外流可能继续给卢比带来压力。随着投资者为即将到来的新闻密集的一周做准备，印度卢比预计将在周五开盘时走弱，并在其地区同行下跌和投资组合外流的持续压力下，以适度的贬值倾向进行交易。

Dip in Asian currencies, outflows likely to keep up pressure on rupee.The Indian rupee is expected to open weaker on Friday and trade with a modest depreciation bias amid a dip in its regional peers and lingering pressure from portfolio outflows as investors gird for an upcoming news-heavy week.