日本媒体报道富士胶片将在印度建半导体材料厂。富士胶片将在印度建立一个半导体材料工厂，以满足不断增长的印度半导体行业的需求，目标是利用正在从中国转移的供应链。

Japanese media reports that Fujifilm will build a semiconductor materials factory in India.Fujifilm to build a semiconductor materials facility in India to cater to the growing Indian semiconductor industry, with the goal of tapping into a supply chain that is shifting away from China.

5月份，印度卢比兑美元汇率升至85以上，为去年11月以来的最高水平，这得益于美元走软，并随着对出口的依赖程度降低了美国激进关税的负面影响，印度资产也随之反弹。卢比也受到有限流出的支撑，因为欧佩克+国家的石油产量增加和美国的增长担忧对原油和燃料价格造成了压力，而原油和燃料是印度进口的大部分。这些发展足以抵消印度储备银行降低利率的前景。最新数据显示，3月份印度通胀率降至五年多来的最低水平，远低于印度储备银行4%的中点目标。此外，印度上一财政年度的国内生产总值从上一时期的8.2%增长了6.5%，迫使央行关注增长问题。

The Indian rupee strengthened past 85 per USD in May, its strongest level since November of last year, benefitting from a weaker dollar and tracking the rally in Indian assets as the lesser dependence on exports lower the negative impact of aggressive tariffs by the US. The rupee was also supported by limited outflows as higher oil output from OPEC+ nations and growth concerns in the US pressured crude oil and fuel prices, which make up most of Indian imports. The developments were enough to offset the outlook of lower interest rates by the Reserve Bank of India. The latest data showed that the Indian inflation rate fell to its lowest in over five years in March, well below the RBI's mid-point target of 4%. Additionally, the Indian GDP grew by 6.5% in the last financial year from 8.2% in the prior period, forcing the central bank to attend to growth concerns.

印度卢比的反弹将在7月底停滞，未来将出现疲软。路透社对外汇分析师的一项调查发现，由于经济放缓抑制了投资者情绪，印度储备银行同时放松了对货币走势的控制，到7月底，印度卢比兑美元的涨幅将几乎全部消失。

Indian rupee's rally to stall by end of July, weaker times ahead.The Indian rupee will give up nearly all of its year-to-date gains against the dollar by the end of July as a slowing economy dampens investor sentiment and the Reserve Bank of India simultaneously loosens its grip on the currency's movements, a Reuters poll of FX analysts found.

印度BSE Sensex指数周二收于80641.1点，跌幅约0.2%，较前两个交易日的涨幅有所回落，因为投资者在美联储周三的政策结果公布前仍持谨慎态度。印巴紧张局势继续笼罩着市场情绪，尽管外国资金流入已连续13天。在数据方面，最终数据显示，印度私营部门的增长在4月份略有下调，但在制造业和服务业的强劲支撑下，仍创下八个月来的最快增速。在企业方面，由于对特朗普总统增加美国国内药品生产的命令的担忧，重量级金融股下跌约0.8%，制药股下跌1%。

India's BSE Sensex closed about 0.2% down at 80,641.1 on Tuesday, pulling back from gains in the previous two sessions, as investors remained cautious ahead of the US Federal Reserve’s policy outcome on Wednesday. India-Pakistan tensions continued to cloud sentiment, even as foreign inflows extended into a 13th straight day. On the data front, final data showed India’s private sector growth was revised slightly lower in April but still marked the fastest pace in eight months, supported by strength in both manufacturing and services. On the corporate front, heavyweight financials fell about 0.8%, and pharmaceuticals dropped 1% amid concerns over President Trump’s order to increase domestic drug production in the US.