10月中旬，印度10年期G-Sec的收益率跌至6.5%以下，达到三周来的最低水平，因为印度储备银行的温和信号增强了人们对近期降息的预期。央行最近的会议纪要显示，政策制定者对宽松政策持更开放的态度，行长马尔霍特拉指出，较低的通胀为支持增长提供了空间。9月份，印度的通胀率降至1.54%，为八年来的最低水平，低于印度储备银行2-6%的目标和1.7%的市场预测，这为12月份的降息提供了支持。本月早些时候，印度储备银行保持利率稳定，尽管两名成员支持转向宽松立场，以帮助受美国关税压力的经济。与此同时，在特朗普总统声称莫迪总理承诺停止购买俄罗斯石油后，投资者现在从美印贸易关系中追踪到喜忧参半的信号，新德里否认了这一说法，同时重申如果经济可行，将继续此类进口。

The yield on India’s 10-year G-Sec dropped below 6.5% in mid-October, reaching its lowest level in three weeks, as dovish signals from the Reserve Bank of India reinforced expectations of a near-term rate cut. The central bank's recent meeting minutes showed policymakers more open to easing, with Governor Malhotra noting that lower inflation offers room to support growth. India’s inflation slowed to 1.54% in September, the lowest in eight years and below the RBI’s 2–6% target and market forecasts of 1.7%, bolstering the case for a December cut. The RBI kept rates steady earlier this month, though two members backed shifting to an accommodative stance to aid an economy pressured by US tariffs. Meanwhile, investors now tracked mixed signals from US-India trade relations after President Trump claimed Prime Minister Modi pledged to halt Russian oil purchases, a claim New Delhi denied while reaffirming it would continue such imports if economically viable.

敏感指数升至84131.00点，为2024年10月以来的最高点。过去4周，敏感指数上涨1.32%，过去12个月上涨3.55%。

SENSEX increased to 84131.00 Index Points, the highest since October 2024. Over the past 4 weeks, SENSEX gained 1.32%, and in the last 12 months, it increased 3.55%.

周五早盘，BSE Sensex指数上涨353点，涨幅0.4%，至83820点，达到6月27日以来的最高水平，这得益于对企业盈利和稳定外资流入的乐观情绪。整体指数连续第三个交易日上涨，大多数行业交易呈绿色，耐用消费品和汽车股领涨。40多家主要公司将公布收益，其中包括重量级的信实工业公司，该公司将在盘后公布收益。然而，科技板块拖累该指数，下跌1.3%，主要原因是Infosys（-1.7%）和Wipro（-2.4%）在第二季度业绩喜忧参半后下跌。持续的美中贸易紧张局势和美国政府持续停摆也限制了涨幅。表现最好的是亚洲涂料（4.8%）、马恒达（1.9%）、巴帝电信（1.4%）、雀巢印度（1.4%）和印度斯坦联合利华（1.3%）。本周，该指数有望上涨1.6%，这将是连续第三周上涨。

The BSE Sensex rose 353 points, or 0.4%, to 83,820 in early trade on Friday, reaching its highest level since June 27, supported by optimism over corporate earnings and steady foreign capital inflows. The broader index gained for the third straight session, with most sectors trading in the green, led by consumer durables and auto stocks. Over 40 key companies are set to announce earnings, including heavyweight Reliance Industries, which will report after market hours. However, the tech sector weighed on the index, falling 1.3%, mainly due to declines in Infosys (-1.7%) and Wipro (-2.4%) following mixed Q2 results. Persistent US-China trade tensions and the ongoing US government shutdown also capped gains. Among the top performers were Asian Paints (4.8%), Mahindra & Mahindra (1.9%), Bharti Airtel (1.4%), Nestlé India (1.4%), and Hindustan Unilever (1.3%). For the week, the index is on track for a 1.6% gain, which would mark its third consecutive weekly advance.

印度储备银行重复上市前的美元销售，加强对卢比的支持。印度储备银行在周五开盘前积极抛售美元。此举加强了其支持印度卢比的承诺。

RBI repeats pre-market dollar sales, reinforcing support for rupee.The Reserve Bank of India actively sold U.S. dollars before the market opened on Friday. This move reinforced its commitment to supporting the Indian rupee.