美元/印度卢比 (USDINR) 加自选

印度BSE Sensex指数在7月最后一个交易日大幅下跌，收于81185.6点，跌幅约0.4%，此前美国总统唐纳德·特朗普出人意料地宣布对印度出口产品征收25%的关税，并对购买俄罗斯原油和军事装备加上未指明的罚款。印度现在面临着美国最严厉的关税制度之一，这是双边关系的一个重大挫折，特别是在早些时候的迹象表明即将达成贸易协议之后。除快速消费品外，所有主要行业都面临压力，制药、金属和能源成为最大的输家。美联储的谨慎语气也给市场情绪带来了压力，这让9月份放松政策的希望变得渺茫。在单一股票中，塔塔钢铁、太阳制药、NTPC、阿达尼港口、信实和亚洲涂料的跌幅最大，在1%至近3%之间。涨幅最大的公司包括印度斯坦联合利华（+3.6%），其次是Eternal（+1.6%）。本月，该指数下跌2.9%，为五周来首次下跌。

India's BSE Sensex trimmed steep early losses to close about 0.4% down at 81,185.6 on the last trading day of July, following US President Donald Trump's surprise announcement of a 25% tariff on Indian exports plus an unspecified penalty for buying Russian crude oil and military equipment. India now faces one of the steepest US tariff regimes - a significant setback in bilateral relations, particularly after earlier signs pointed to an imminent trade deal. All major sectors, except FMCG, came under pressure, with pharma, metal, and energy emerging as the top losers. The Fed's cautious tone, which dimmed hopes of policy easing in September, also pressured sentiment. Among single stocks, Tata Steel, Sun Pharma, NTPC, Adani Ports, Reliance and Asian Paints were the biggest laggards, shedding between 1% and nearly 3%. Top gainers included Hindustan Unilever (+3.6%), followed by Eternal (+1.6%). For the month, the index posted a 2.9% decline, marking the first loss in five weeks.