印度NIFTY50指数 (INDIA50) 加自选

由于美国政策担心美元问题，卢比与亚洲同行一起上涨。周二，印度卢比与大多数亚洲货币一样走强，因为对美国总统唐纳德·特朗普的财政政策和贸易协议的不确定性的担忧使美元兑主要货币汇率跌至三年多来的低点。

Rupee gains alongside Asian peers as US policy worries trouble dollar.The Indian rupee strengthened on Tuesday, alongside most Asian peers, as worries over U.S. President Donald Trump's fiscal policies and uncertainty around trade deals kept the dollar pinned at a more than three-year low against major peers.

印度卢比的表现与亚洲同行形成鲜明对比；关注美国贸易协议的方向。印度储备银行（RBI）在6月份出人意料地降息50个基点，使利率降至5.50%。此举旨在为国内经济提供前期支持，由于季风良好，预计通胀将稳定到较低水平，到[…]可能还会进一步降息50个基点

Indian rupee's performance contrasts Asian peers; eyes US trade deal for direction.The Reserve Bank of India (RBI) surprised markets in June with a larger-than-expected 50 basis point rate cut, bringing the rate to 5.50%.  This move aimed to front-load support for the domestic economy, and with stable to lower inflation anticipated due to a good monsoon, further rate cuts of possibly another 50 basis points by […]

2025年6月，汇丰银行印度制造业采购经理人指数为58.4，与闪存数据相匹配，为2024年4月以来的最高水平。产出和购买活动是14个月来增长最快的，而新订单则以近一年来最快的速度增长，这得益于强有力的营销努力和出口的急剧增长。外国需求势头强劲，增长率达到自2005年3月开始收集数据以来的第三高水平，部分原因是美国订单强劲。就业人数以创纪录的速度增长，反映了强劲的商业信心。在成本方面，尽管钢铁价格上涨，但投入价格通胀降至四个月低点。然而，由于许多公司将额外成本转嫁给客户，销售价格显著上涨。与此同时，平均交付周期以五个月来最快的速度缩短。展望未来，尽管对竞争加剧、通货膨胀和消费者偏好变化的担忧有所缓和，但商业乐观情绪仍然乐观。

The HSBC India Manufacturing PMI stood at 58.4 in June 2025, matching flash data and marking the highest print since April 2024. Output and buying activity rose the most in 14 months, while new orders grew at their quickest rate in almost a year, boosted by strong marketing efforts and a sharp rise in exports. Foreign demand gained solid momentum, with its growth reaching the third-highest rate since data collection began in March 2005, driven in part by robust orders from the U.S. Employment rose at a record pace, reflecting strong business confidence. On the cost front, input price inflation eased to a four-month low despite higher iron and steel prices. However, selling prices rose markedly, as many firms passed on additional costs to customers. Meanwhile, average lead times shortened at the fastest pace in five months. Looking ahead, business optimism remained upbeat, though tempered by concerns over rising competition, inflation, and shifting consumer preferences.

印度股市在新季度第一天的早盘交易中上涨143点，涨幅0.2%，至83777点，从前一交易日的下跌中恢复过来，主要受到科技板块的支撑。BSE Sensex指数在华尔街贸易紧张局势缓解的情况下表现乐观。最新数据也提振了市场情绪，因为印度制造业在6月份以14个月来最快的速度增长。与此同时，在政府收入激增的推动下，印度4月至5月的财政赤字与2024年同期相比缩小至0.13万亿卢比。在新订单增加的支撑下，工厂活动意外扩大，中国PMI数据进一步提振了市场情绪。然而，在7月9日与美国进行贸易谈判以及特朗普政府可能征收关税的最后期限之前，交易员们仍然保持谨慎。亚洲涂料领涨1.1%，紧随其后的是马恒达和马恒达（1.0%）、UltraTech水泥（0.8%）、Bharti Airtel（0.7%）和信实工业（0.7%）。

Shares in India rose 143 points, or 0.2%, to 83,777 in early trading on the first day of the new quarter, recovering from losses in the prior session, mainly supported by the tech sector. The BSE Sensex followed an upbeat session on Wall Street amid easing trade tensions. Latest data also boosted sentiment, as India’s manufacturing sector grew at its fastest pace in 14 months in June. Meanwhile, India’s fiscal deficit narrowed to INR 0.13 trillion in April-May compared to the same period in 2024, driven by a surge in government revenue. PMI figures from China further lifted sentiment after factory activity unexpectedly expanded, supported by rises in new orders. However, traders remained cautious ahead of the July 9 deadline for trade negotiations with the US and potential tariffs by the Trump administration. Asian Paints led the gains with a 1.1% rise, followed by Mahindra & Mahindra (1.0%), UltraTech Cement (0.8%), Bharti Airtel (0.7%), and Reliance Industries (0.7%).