据《经济时报》报道，印度财政部长Nirmala Sitharaman表示，政府仍然有信心实现截至2026年3月的2025/26财年财政赤字占国内生产总值4.4%的目标。财政部长于2月在议会提交的联邦预算将2025-26年的财政赤字定为15.69万亿卢比，占国内生产总值的4.4%，低于2024-25年的4.8%。较低的财政赤字目标预计将得到强有力的税收支持。根据修订后的《财政责任和预算管理法》，政府有义务在2025-26财年之前将财政赤字降至4.5%以下。上周的数据显示，印度中央政府在2026财年上半年的预算赤字为5.73万亿卢比，占年度估计的36.5%，比去年同期的4.75万亿卢比有所扩大。然而，赤字从前五个月的5.98万亿印度卢比下降。

India’s Finance Minister, Nirmala Sitharaman, said the government remains confident of meeting the FY 2025/26 fiscal deficit target of 4.4% of GDP for the year ending March 2026, according to The Economic Times. The Union Budget, presented in Parliament in February by the Finance Minister, had pegged the fiscal deficit at INR 15.69 trillion, or 4.4% of GDP for 2025-26, down from 4.8% in 2024-25. The lower fiscal deficit target is expected to be supported by strong tax collections. Under the revised Fiscal Responsibility and Budget Management (FRBM) Act, the government is mandated to reduce the fiscal deficit to below 4.5% by FY 2025-26. Last week’s data showed that the Indian central government recorded a budget deficit of INR 5.73 trillion in the first half of the 2026 fiscal year, or 36.5% of the annual estimate, widening from INR 4.75 trillion in the same period last year. However, the deficit was brought down from INR 5.98 trillion recorded in the first five months.

印度BSE Sensex指数周二收于83459.2点，下跌约0.6%，为10月14日以来的最低水平，因为市场在10月大幅反弹后继续巩固。企业盈利喜忧参半、外国资金持续外流以及美印贸易谈判缺乏明确性也打压了市场情绪。贸易部长Piyush Goyal上个月表示，印度不会接受对其贸易选择的限制或急于达成协议，尽管他指出与华盛顿的协议“非常接近”。IT行业表现最差，下跌1.1%，因美联储官员的好坏参半的评论给12月降息的前景蒙上了阴影。从好的方面来看，Titan Company在9月份季度盈利强于预期后上涨2.1%，创下一年新高，而Bharti Airtel在利润大幅增长的情况下上涨1.7%，创下历史新高。Mahindra&Mahindra因SUV销售强劲而上涨0.9%，印度国家银行在业绩乐观后上涨0.8%。

India's BSE Sensex closed about 0.6% down at 83,459.2 on Tuesday, the lowest since October 14, as the market continued to consolidate after October's sharp rally. Mixed corporate earnings, sustained foreign fund outflows and the lack of clarity around US-India trade talks also weighed on sentiment. Trade Minister Piyush Goyal said last month that India would not accept limits on its trade options or rush into agreements, despite noting that a deal with Washington was " very near". The IT sector was among the worst performers, falling 1.1% as mixed comments from US Federal Reserve officials clouded prospects for a December rate cut. On the upside, Titan Company climbed 2.1% to a one-year high after stronger-than-expected September-quarter earnings, while Bharti Airtel rose 1.7% to a record high on a sharp profit increase. Mahindra & Mahindra gained 0.9% on robust SUV sales, and State Bank of India added 0.8% following upbeat results.

孟买敏感指数周二下跌519点，跌幅0.62%。损失由电网（-3.23%）、塔塔汽车（-2.37%）和永恒有限公司（-1.85%）造成。涨幅最大的是Titan Company（2.30%）、Bharti Airtel（1.74%）和Bajaj Finance（1.14%）。

In Mumbai, the SENSEX Index decreased 519 points or 0.62 percent on Tuesday. Losses were driven by Power Grid (-3.23%), Tata Motors (-2.37%) and Eternal Limited (-1.85%). Biggest rises came from Titan Company (2.30%), Bharti Airtel (1.74%) and Bajaj Finance (1.14%).

卢比反弹，收于88.66美元，上涨11派萨。印度卢比小幅回升，兑美元汇率上涨11派萨，达到88.66，因为全球原油价格下跌提供了一些缓解。然而，美元走强以及外国投资的撤出控制了卢比的走势。

Rupee rebounds to settle 11 paise higher at 88.66 against US dollar.The Indian rupee made a modest comeback, strengthening by 11 paise to reach 88.66 against the dollar as falling global crude oil prices offered some relief. Nevertheless, the strength of the dollar alongside the withdrawal of foreign investments kept the rupee in check.