卢比跌破88/USD，因投资者从美联储降息中得到喜忧参半的信号。周三，印度卢比下跌，受美元走强和美国国债收益率上升的压力，此前美联储普遍预期的25个基点的降息使投资者从其预测和评论中分析出好坏参半的信号。

Rupee dips below 88/USD as investors get mixed signals from Fed cut.The Indian rupee slipped on Wednesday, pressured by a firmer dollar and higher U.S. Treasury yields after the Federal Reserve's widely expected 25 basis points cut left investors parsing mixed signals from its projections and commentary.

周四早盘，BSE Sensex指数上涨298点，涨幅0.4%，至82992点，连续第三次上涨，达到7月10日以来的最高水平。美联储降息以及年底前再降息50个基点的信号提振了这一回升，这加剧了人们对外国资本流入增加的希望。对美印贸易谈判的乐观情绪以及对9月22日生效的商品及服务税改革的预期也支撑了市场情绪。Nifty 50指数上涨0.3%，收于25400点以上，而小盘股和中盘股分别上涨0.1%和0.3%。几乎所有行业都以绿色交易为主，科技板块上涨1.0%。早期上涨股包括印孚瑟斯（+1.3%）、HCL Technologies（+1.2%）、印度斯坦联合利华（+1.2%.）、HDFC Bank（+1.1%.）和太阳制药（+0.9%）。

The BSE Sensex rose 298 points, or 0.4%, to 82,992 in morning trade on Thursday, marking its third consecutive gain and reaching its highest level since July 10. The upturn was buoyed by the US Federal Reserve’s interest rate cut and signals of an additional 50 basis points in cuts before year-end, fueling rising hopes of increased foreign inflows.Optimism over US-India trade talks and anticipation surrounding GST reforms taking effect on September 22 also supported market sentiment. The Nifty 50 climbed 0.3%, trading above 25,400, while small-cap and mid-cap stocks advanced 0.1% and 0.3%, respectively. Almost all sectors traded in the green, led by technology, which rose 1.0%. Among the early gainers were Infosys (+1.3%), HCL Technologies (+1.2%), Hindustan Unilever (+1.2%), HDFC Bank (+1.1%), and Sun Pharmaceutical (+0.9%).

美联储发出喜忧参半的信号后，亚洲货币对卢比的反弹将暂停。印度卢比最近的复苏可能会在周四失去动力，原因是美联储发出了一个混乱的信息后，亚洲同行下跌。

Rupee rally to pause on retreat in Asian peers after mixed Fed signals.The Indian rupee's recent recovery may run out of steam on Thursday on the back of a decline in Asian peers after the Federal Reserve delivered a muddled message.

印度BSE Sensex指数周三收于82693.7点，上涨约0.4%，创下7月23日以来的新高，连续第二天上涨，反映出积极但谨慎的情绪。IT、银行和汽车是表现最好的行业，而金属和快速消费品则出现了盈利记录。投资者对印度和美国之间正在进行的贸易谈判的结果保持乐观。周二举行高级别会议后，双方同意加紧努力，早日达成一项互惠互利的贸易协定。围绕政策改革和国内资金流入的积极情绪也继续支持市场情绪，但在美联储政策决定之前，持续的金融情报机构抛售和谨慎限制了这一势头。在商业方面，SBI、BEL、Kotak Mahindra Bank和Maruti是涨幅最大的银行之一，涨幅在1%至近3%之间。相比之下，Bajaj Finserv、Titan、ITC和塔塔钢铁是最大的落后者。

India's BSE Sensex closed about 0.4% up at 82,693.7 on Wednesday, a fresh high since July 23 and extending gains for a second day, reflecting a positive yet cautious mood. IT, banking, and auto were the top-performing sectors, whereas metals and FMCG experienced profit-booking. Investors stayed optimistic about the outcome of ongoing trade negotiations between India and the United States. Following a high-level meeting on Tuesday, it was agreed to step up efforts to reach an early, mutually beneficial Trade Agreement. Positive sentiment around policy reforms and domestic inflows also continued to support market sentiment, but ongoing FII selling and caution ahead of the US Fed policy decision capped the momentum. On the business front, SBI, BEL, Kotak Mahindra Bank and Maruti were among the top gainers, adding between 1% and nearly 3%. By contrast, Bajaj Finserv, Titan, ITC and Tata Steel were the biggest laggards.