印度卢比兑美元汇率约为85.3，受美元普遍疲软的支撑，贸易不确定性加剧和额外关税的威胁对美国资产造成压力。然而，考虑到5月份，卢比兑美元贬值近1%，受到持续的关税争端、持续的边境紧张局势以及印度储备银行（RBI）货币宽松预期上升的压力。展望未来，市场关注印度储备银行本周将作出的货币政策决定，普遍预计央行将降息25个基点，这是其连续第三次降息。与此同时，印度储备银行已承诺在未来不同日期通过衍生品出售数十亿美元，预计还将加大在现货市场购买美元的力度，以防止其外汇储备枯竭。

The Indian rupee traded around 85.3 per US dollar, supported by broad dollar weakness as escalating trade uncertainties and the threat of additional tariffs weighed on US assets. Considering the May month however, the rupee depreciated nearly 1% against the greenback, pressured by ongoing tariff disputes, persistent border tensions, and rising expectations of monetary easing from the Reserve Bank of India (RBI). Looking ahead, markets are focused on the RBI’s monetary policy decision due this week, with the central bank widely expected to cut interest rates by 25 basis points, marking its third consecutive rate cut. Meanwhile, the RBI, which has already pledged to sell billions of dollars through derivatives at various future dates, is also expected to step up purchases of US dollars in the spot market to prevent a depletion of its foreign reserves.

印度指数挂钩债券在5月份因利润记账和汇率波动而出现创纪录的海外抛售。几位投资者表示，5月份，外国投资者连续第二个月出售全球指数中的印度政府债券，原因是获利回吐和货币波动，而不是对该国情绪的变化。

India's index-linked bonds see record foreign selling in May on profit-booking, currency swings.Foreign investors sold Indian government bonds included in global indexes for a second straight month in May, driven by profit-taking and currency volatility rather than a change in sentiment towards the country, several investors said.

印度BSE Sensex指数在6月的第一个交易日微跌至81373.75点，标志着连续第二个交易日下跌，受到金属和IT股下跌的压力。唐纳德·特朗普总统警告称，自6月4日起，进口钢铁和铝的关税可能上调50%，这再次引发了全球贸易担忧，并严重影响了市场情绪。外国机构投资者流动的波动以及印度储备银行货币政策会议前的紧张局势进一步加剧了这一问题。在国内数据方面，5月份印度制造业增长被下调至三个月低点。其中，Tech Mahindra、塔塔钢铁、塔塔汽车和印孚瑟斯的跌幅高达1.5%，而HDFC银行和信实工业等重量级企业的获利回吐加剧了压力。然而，部分股票出现了购买兴趣，包括Adani Ports、M&M、Eternal（Zomato）、PowerGrid、Bajaj Finserv、ITC、Asia Paints和雀巢印度。

India's BSE Sensex closed marginally down at 81,373.75 on the first trading day of June, marking the second consecutive session of losses, pressured by declines in metal and IT stocks. President Donald Trump’s warning of a potential 50% tariff hike on imported steel and aluminum, effective June 4, reignited global trade worries and weighed heavily on market sentiment. This was further compounded by volatile foreign institutional investor flows, and nervousness ahead of the Reserve Bank of India’s monetary policy meeting. On the domestic data front, India's manufacturing sector growth was revised lower to a three-month low in May. Among the top movers, Tech Mahindra, Tata Steel, Tata Motors, and Infosys saw losses of up to 1.5%, while profit taking in heavyweights such as HDFC Bank and Reliance Industries added to the pressure. However, buying interest occurred in select stocks including Adani Ports, M&M, Eternal (Zomato), PowerGrid, Bajaj Finserv, ITC, Asian Paints, and Nestle India.

美元疲软，投资组合可能流入，推动卢比收高。周一，印度卢比走强，受到美元疲软和美元适度流入的支撑，这有助于当地货币在本周以积极的态势开始。

Rupee ends higher boosted by fragile dollar, likely portfolio inflows.The Indian rupee strengthened on Monday, supported by weakness in the U.S. dollar and modest dollar inflows that helped the local currency begin the week on a positive note.