印度6个月期国债 (India6M) 加自选

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.