美元撤销关税裁决后，卢比开盘上涨，刺激反弹。周五，印度卢比有望开盘走高，此前美国法院对关税政策的裁决引发的美元反弹被证明是短暂的。

Rupee to rise at open after dollar reverses tariff ruling-spurred rally.The Indian rupee is poised to open higher on Friday, after the U.S. dollar's rally, which was sparked by a U.S. court ruling on tariff policy, proved short-lived.

印度贸易部长官员表示，与美国的贸易谈判进展顺利。印度贸易部长官员表示，与美国的贸易谈判进展顺利，他预计很快就会取得良好成果。我们已经等待与印度达成贸易协议好几个星期了，因为据说这是第一个达成的协议。

India trade minister official says trade talks with US are progressing well.India trade minister official says trade talks with US are progressing well and that he expects a good outcome soon. We've been waiting for a trade deal with India for several weeks as it's been said to be the first one to come.

周四，印度BSE Sensex指数上涨约320点，涨幅0.4%，收于81633点，结束了连续两天的下跌，此前英伟达盈利强劲，美国法院对特朗普的大部分互惠关税作出裁决，全球情绪乐观。IT和制药等出口导向型行业表现良好，有望缓解贸易紧张局势。金属也出现上涨，而消费品类股则面临温和压力。在本地，温和的通胀前景和第四季度GDP增长强劲的预期继续提振市场情绪。在股票中，IndusInd Bank在市场监管机构Sebi禁止其前首席执行官Sumant Kathpalia和其他四名高级官员因涉嫌该银行股票内幕交易而进入证券市场后，每日飙升超过2%。其他涨幅最大的股票包括太阳制药、Eternal、阿达尼港口和塔塔钢铁，涨幅在1%至2%之间。Bajaj Finance处于底部，可能是由于在2025年5月30日除息日之前进行了利润预订。

India's BSE Sensex added about 320 points, or 0.4%, to close at 81,633 on Thursday, snapping a two-day losing streak amid upbeat global sentiment following strong Nvidia earnings and a U.S. court ruling against most of Trump's reciprocal tariffs. Export-focused sectors like IT and pharma performed well, on hopes of easing trade tensions. Metals also saw gains, while consumer goods stocks came under mild pressure. Locally, a benign inflation outlook and expectations of stronger Q4 GDP growth continued to lift market sentiment. Among stocks, IndusInd Bank surged over 2% a day after markets regulator Sebi barred its former CEO, Sumant Kathpalia, and four other senior officials from accessing the securities markets in connection with an alleged insider trading in the bank's shares. Other top gainers included Sun Pharma, Eternal, Adani Ports and Tata Steel, up between 1% and 2%. Bajaj Finance was at the bottom, likely due to profit booking ahead of the ex-dividend date on May 30, 2025.

孟买敏感指数周四上涨483点，涨幅0.59%。Eternal Limited（1.83%）、Indusind Bank（1.65%）和Sun Pharmaceuticals（1.49%）领涨。跌幅最大的是ITC（-0.68%）、Bajaj Finance（-0.62%）和HDFC Bank（-0.62%。

In Mumbai, the SENSEX Index gained 483 points or 0.59 percent on Thursday. Gains were led by Eternal Limited (1.83%), Indusind Bank (1.65%) and Sun Pharmaceuticals (1.49%). Biggest losers were ITC (-0.68%), Bajaj Finance (-0.62%) and HDFC Bank (-0.62%).