印度BSE Sensex指数在周二震荡后微跌至82102.1点，为9月中旬以来的最低水平，标志着连续第三次下跌。消费品和IT股的下跌给指数带来了压力，而汽车、银行和金属则提供了一些支撑。市场情绪仍受到外国资金外流、对美国H-1B签证费用上涨的担忧以及印美贸易谈判持续存在的不确定性的影响。在数据方面，初步数据显示，印度私营部门9月份的增长速度较8月份的创纪录水平有所放缓，制造业产出和服务业活动均有所放缓。在个股中，Tech Mahindra（-2.1%）、Trent（-2%）、UltraTech水泥（-1.9%）、印度斯坦联合利华（-1.8%）、亚洲涂料（-1.4%）、永恒（-0.9%）和ITC（-0.8%）是最大的落后者。从好的方面来看，安讯士银行领涨，上涨2.2%，此前汇丰银行重申“买入”评级，并将目标价从1270卢比上调至1340卢比，理由是盈利前景有所改善。

India's BSE Sensex closed marginally down at 82,102,1 after a volatile session on Tuesday, its lowest since mid-September, marking a third straight decline. Losses in consumer goods and IT stocks pressured the index, while autos, banks, and metals provided some support. Market sentiment remained dented by foreign fund outflows, concerns over higher US H-1B visa fees, and lingering uncertainty over the India-US trade talks. On the data front, preliminary data showed India’s private sector growth slowed in September from August’s record pace, with both manufacturing output and services activity moderating. Among individual stocks, Tech Mahindra (-2.1%), Trent (-2%), UltraTech Cement (-1.9%), Hindustan Unilever (-1.8%), Asian Paints (-1.4%), Eternal (-0.9%) and ITC (-0.8%) were the biggest laggards. On the upside, Axis Bank led the gains, rising 2.2%, after HSBC reiterated "buy" rating and lifted price target to 1,340 rupees from 1,270 rupees, citing improving earnings outlook.

由于美国关税和签证政策带来压力，卢比创下历史新低。周二，印度卢比创下历史新低，受到对美国高额关税和H-1B签证费大幅上涨的持续担忧的影响，尽管央行的干预可能有助于限制损失。

Rupee hits record low as U.S. tariff, visa policies heap pressure.The Indian rupee hit a record low on Tuesday, hurt by lingering concerns over the impact of steep U.S. tariffs and a sharp jump in H-1B visa fees, though likely central bank intervention helped limit the losses.

印度卢比创历史新低，但期权市场并没有在波动中发汗。市场对印度卢比波动的预期仍然低迷，尽管在美国高额关税和可能扰乱服务出口的H-1B签证费增加的背景下，印度卢比跌至历史最低点。

India rupee at record low, but options market is not sweating the swings.Market expectations for swings in the Indian rupee remain subdued despite the currency slipping to an all-time low on the back of steep U.S. tariffs and an increase in H-1B visa fees that could disrupt services exports.

标普全球评级预测，印度经济在25-26财年将保持6.5%的稳定增长，是亚太地区增长最快的国家，这主要得益于强劲的国内需求和持续的政府投资。该机构在其最新报告中表示：“我们预计，在基本温和的季风季节、所得税和商品及服务税（GST）的削减以及政府投资加速的支持下，国内需求将保持强劲。”。最近，财政部长Nirmala Sitharaman表示，在最近商品及服务税关税削减后消费激增和第一季度表现强劲的推动下，25-26财年的GDP增长可能会超过预计的6.3%-6.8%。最新数据显示，截至2025年6月的三个月（26财年第一季度），国内生产总值增长7.8%，为五个季度以来的最大增长。

S&P Global Ratings projects India’s economy to remain steady at 6.5% growth in FY25–26, the fastest in the Asia-Pacific region, driven largely by robust domestic demand and continued government investment. “We expect domestic demand to remain strong, supported by a largely benign monsoon season, cuts in income and goods and services taxes (GST), and accelerating government investment,” the agency said in its latest report. Recently, Finance Minister Nirmala Sitharaman stated that GDP growth in FY25–26 could exceed the projected 6.3%–6.8% range, fueled by a surge in consumption following recent GST tariff cuts and a strong Q1 performance. The latest data showed that GDP grew 7.8% in the three months to June 2025 (Q1 of FY26), the sharpest growth in five quarters.