印度52周国债 (India52W) 加自选

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The BSE Sensex climbed 151 points, or 0.2%, to 84,779 in early trade on Wednesday, halting losses from the previous session. The index tracked an overnight rally on Wall Street, supported by strong corporate earnings, ongoing AI enthusiasm, and expectations of Federal Reserve interest rate cuts later today. Optimism over a potential US–China trade deal also lifted sentiment ahead of Thursday’s meeting between US President Donald Trump and Chinese President Xi Jinping. Q2 earnings results and continued foreign fund inflows further supported market sentiment. Metal stocks led the gains, rising for the third consecutive session by 1.7%, followed by oil & gas (1.3%), technology (0.6%), and pharmaceuticals (0.6%). Among early gainers were JSW Steel (2.8%), Tata Steel (2.3%), NTPC (1.2%), Asian Paints (0.7%), and Larsen & Toubro (0.6%). Meanwhile, Adani Green surged 4.5% after reporting a Q2 profit that more than doubled.

卢比交易员关注印度储备银行，在美联储降息完全定价之前流动。周三，印度卢比预计将保持在窄幅区间，在美联储几乎确定降息之前，印度央行可能会提供支持，以应对进口美元需求和亚洲疲软的背景。

Rupee traders eye RBI, flows before fully priced in Fed rate cut.The Indian rupee is expected to hold in a narrow range on Wednesday, with likely central bank support countering importer dollar demand and a softer Asia backdrop, ahead of a near-certain U.S. Federal Reserve rate cut.

印度BSE Sensex指数周二收于84628.2点，跌幅约0.2%，因该指数最近反弹至13个月高点后出现获利回吐，且在美联储政策结果公布前普遍持谨慎态度。消费者和IT行业拖累市场，而金属股上涨，因对潜在的美中贸易协议重新持乐观态度。在有报道称政府可能将国有银行的外资限额提高到49%后，公共部门银行也上涨了1.2%，创下历史新高。Trent、Tech Mahindra、Bajaj Finserv、HCL Technologies、Mahindra&Mahindra、ICICI Bank、BajajFinance和Tata Consultancy Services是主要的落后者，跌幅在0.8%至1.4%之间。相比之下，塔塔钢铁、Larsen&Toubro、印度国家银行、Kotak Mahindra银行的涨幅最大。值得注意的是，塔塔钢铁公司上涨近3%，此前Motilal Oswal将其从“中性”上调为“买入”，理由是国内前景强劲。

India's BSE Sensex closed about 0.2% down at 84,628.2 on Tuesday, as profit-taking set in after the index’s recent rally to a 13-month high and as caution prevailed ahead of the Fed's policy outcome. Consumer and IT sectors weighed on the market, whereas metal shares advanced amid renewed optimism over a potential US-China trade deal. Public sector banks also moved up, climbing 1.2% to record highs, following reports that the government could raise the foreign investment limit in state-run banks to 49%. Trent, Tech Mahindra, Bajaj Finserv, HCL Technologies, Mahindra & Mahindra, ICICI Bank, Bajaj Finance and Tata Consultancy Services were among the major laggards, shedding between 0.8% and 1.4%. By contrast, Tata Steel, Larsen & Toubro, State Bank of India, Kotak Mahindra Bank posted the biggest gains. Notably, Tata Steel surged nearly 3% gain, after Motilal Oswal upgraded it to "buy" from "neutral", citing a strong domestic outlook.

有利的利率前景和外汇管理刺激了印度债券的外资持有量创历史新高。印度政府债券的外资持股量创下历史新高，尽管央行保护卢比，投资者仍对其多元化价值和进一步降息的收益潜力进行了定价。

Favorable rate outlook, FX stewardship spur record high foreign ownership of India bonds.Foreign ownership of Indian government bonds touched a record high, with investors prizing their diversification value and potential for gains with more rate cuts, even as the central bank protects the rupee.