印度孟买SENSEX指数 (SENSEX) 加自选

周一，印度股市飙升，此前该国在罢工后与巴基斯坦达成停火协议，消除了人们对战争升级将引发增长停滞和资本市场抛售的担忧。BSE Sensex指数飙升3.7%，Nifty 50指数上涨3.8%，创下四年来的最佳表现。对稳定地缘政治前景的希望使投资者重新关注基本面，在美国和中国缓和贸易战并支持全球制造业前景后，基本面也有所改善。科技板块受益于外部需求的改善，并在盘中领涨，印孚瑟斯飙升近8%，而Wipro、HCL和TCS上涨超过5.5%。银行股也上涨，ICICI银行和Axis银行的涨幅均超过4.5%。投资者现在转向明天的CPI打印，这将反映通货膨胀的再次放缓，这可能会巩固印度储备银行削减周期的持续性。

Indian stocks soared on Monday after the country reached a ceasefire with Pakistan following the exchange of strikes, erasing concerns that escalating warfare would trigger halt in growth and a selloff in their capital markets. The BSE Sensex surged 3.7% and the Nifty 50 gained 3.8%, recording their best sessions in four years. Hopes of a stable geopolitical outlook allowed investors to refocus on fundamentals, which also improved after the US and China de-escalated their trade wars and supported the outlook for global manufacturing. The tech sector benefited from the improved external demand and led the gains in the session, with Infosys soaring nearly 8% while Wipro, HCL, and TCS added more than 5.5%. Banks also advanced, with ICICI Bank and Axis Bank both advancing more than 4.5%. Investors now turn to tomorrow's CPI print, set to reflect another slowdown in inflation that may consolidate the continuation of the RBI's cutting cycle.

在孟买，孟买敏感指数周一上涨2947点，涨幅3.71%。领涨的是HCL Tech（5.85%）、Infosys（5.84%）和Wipro（5.83%）。

In Mumbai, the SENSEX Index rose 2947 points or 3.71 percent on Monday. Leading the gains are HCL Tech (5.85%), Infosys (5.84%) and Wipro (5.83%).

印度卢比兑美元汇率在5月9日跌至一个月低点86.2后反弹至85以上，因为印度和巴基斯坦之间的停火缓解了对战争升级的担忧，并引发了各自资产的反弹。上个月，印度克什米尔发生恐怖袭击后，印度军队袭击了巴基斯坦领土，并誓言双方将进行更多报复。停火恢复了印度在该地区资产的相对安全，因为其不断增长的经济和相对稳定的货币推动了大量资金涌入国内资本市场。此外，石油输出国组织+国家的产量增加导致油价下跌，从而阻止了资金外流，这些国家占印度进口的大部分。此外，尽管全球宏观经济背景的不确定性加剧，但印度的增长前景仍然强劲，因为与亚洲主要经济体相比，印度广泛的贸易赤字使其经济对美国的关税浪潮更具弹性。

The Indian rupee rebounded past 85 per USD after having plunged to the one-month low of 86.2 on May 9th as the ceasefire between India and Pakistan eased concerns of escalating warfare and triggered rallies in their respective assets. This was after Indian forces struck Pakistani territory following terrorist attacks on Indian Kashmir last month, vowing more retaliation from both sides. The ceasefire recovered the relative safety of Indian assets in the region as their growing economy and relatively stable currency had driven a sharp influx of funds into domestic capital markets. Also, outflows were prevented by lower oil prices stemming from higher output by OPEC+ nations, which make up most of India's imports. Additionally, growth prospects for India remained robust despite the heightened uncertainty for the global macroeconomic backdrop, as India's wide trade deficits make its economy more resilient to the wave of tariffs by the US compared to major Asian economies.

周一早盘，印度股市飙升1922点，涨幅2.4%，至81377点，结束了前两个交易日的下跌，达到近五个月来的最高水平，因为印度和巴基斯坦在经历了四天的跨境射击后于周末达成停战协议。继周日美中贸易谈判取得实质性进展后，BSE Sensex指数追踪了其亚洲同行和美国股指期货的涨幅。交易员们等待着谈判的进一步细节，预计谈判将于周一公布。几乎所有行业都呈绿色交易，金融股领涨，而中小型股涨幅超过3%。与此同时，Nifty 50指数飙升2.4%，至24500点以上，表现最佳的包括阿达尼港口（4.6%）、巴贾吉金融（3.7%）、巴贾吉金融服务（3.6%）、安讯士银行（3.6%）和电网（3.4%）。相比之下，在特朗普总统表示计划将药品价格下调80%后，太阳制药工业公司股价下跌4.7%。

The stock market in India surged 1,922 points, or 2.4%, to 81,377 in early trading on Monday, halting losses from the previous two sessions and hitting the highest level in nearly five months, as India and Pakistan reached a truce over the weekend following four days of cross-border firing. The BSE Sensex tracked gains in its Asian peers and U.S. stock futures, following substantial progress in U.S.-China trade talks on Sunday. Traders awaited further details from the negotiations, which were expected to be announced on Monday. Almost all sectors traded in the green, led by financials, while small- and mid-cap stocks jumped over 3%. Meanwhile, the Nifty 50 soared 2.4% to above 24,500, with top performers including Adani Ports (4.6%), Bajaj Finance (3.7%), Bajaj Finserv (3.6%), Axis Bank (3.6%), and Power Grid (3.4%). In contrast, Sun Pharmaceutical Industries dropped 4.7% after President Trump signaled plans to cut drug prices by up to 80%.