美国总统唐纳德·特朗普周二（当地时间）暗示，美国将与印度更接近达成贸易协议，并表示在某个时候，美国将降低对印度商品的关税。据《经济时报》报道，特朗普在塞尔吉奥·戈尔就任驻印度大使的宣誓仪式上发表了上述言论。特朗普在演讲中表示：“我们正在与印度达成一项协议，与以往大不相同……我们得到了一项公平的协议……我认为我们非常接近达成一项对所有人都有利的协议。”。后来，在椭圆形办公室对记者发表讲话时，特朗普回答了一个问题，即与印度的贸易协议有多接近，以及他是否会考虑降低对新德里的关税。他说：“现在，由于俄罗斯石油，印度的关税非常高，他们已经停止对俄罗斯石油征收关税。关税已经大幅降低。我们将降低关税。在某个时候，我们将降低它们。”。

US President Donald Trump on Tuesday (local time) hinted at coming closer to a trade deal with India, saying that at some point, the US would reduce tariffs on Indian goods. Trump made the remarks during the swearing-in ceremony of Sergio Gor as the Ambassador to India, according to the Economic Times. "We're making a deal with India, much different than we had….We're getting a fair deal..... I think we're pretty close to doing a deal that is good for everybody," Trump said in his speech. Later, while speaking to reporters in the Oval Office, Trump responded to a question on how close the trade deal is with India and whether he would consider lowering tariffs on New Delhi. "Well, right now, the tariffs are very high on India because of the Russian oil, and they've stopped doing the Russian oil. It's been reduced very substantially. We're going to be bringing the tariffs down. At some point, we're going to be bringing them down," he said.

印度卢比兑美元汇率在88.7左右几乎没有变化，处于横盘整理区间，因为美国总统特朗普对潜在的印美贸易协议的乐观评论提供了有限的支持。特朗普表示，美国即将达成一项协议，深化经济和安全关系，最终降低对印度商品的关税。然而，卢比的沉默反应反映了反复的类似声明和市场怀疑，交易员指出，卢比可能只有在交易敲定后才会做出反应。长期未达成协议影响了市场情绪，导致卢比今年表现不佳。与此同时，美元走强，寄希望于美国政府结束创纪录的长期停摆，这进一步增加了卢比的压力，卢比已经受到持续对冲需求和外国投资组合流入疲软的压力，尽管自9月下旬以来的市场干预帮助其保持在88.80的历史低点之上。

The Indian rupee was little changed around 88.7 per USD, trading in a sideways range, as upbeat comments from US President Trump on a potential India-US trade deal offered limited support. Trump said the US is close to a deal that would deepen economic and security ties and eventually lower tariffs on Indian goods. However, the rupee’s muted response reflects repeated similar statements and market skepticism, with traders noting the currency is likely to react only once a deal is finalized. The prolonged absence of an agreement has weighed on sentiment, contributing to the rupee’s underperformance this year. Meanwhile, the US dollar firmed on hopes for an end to the record-long US government shutdown, adding further pressure to the rupee, already strained by persistent hedging demand and muted foreign portfolio inflows, even as market interventions since late September have helped it hold above its record low of 88.80.

卢比将从特朗普的贸易乐观情绪中获得支持，受到美元坚挺的抑制。周二，印度卢比可能会小幅上涨，美国总统唐纳德·特朗普对潜在的贸易协议贷款支持发表了乐观的评论，尽管预计美元和对冲需求将受到阻碍。

Rupee to draw support from Trump's trade optimism, curbed by firm dollar.The Indian rupee is likely to open slightly higher on Tuesday, with upbeat comments from U.S. President Donald Trump on a potential trade deal lending support, though a mostly firm dollar and hedging demand are expected to hinder.

周一，印度BSE Sensex指数收于83535点，上涨约0.4%，为一周来的最高水平，结束了前三个交易日的下跌。该指数追踪了全球市场的积极情绪，这是由于对美国政府关门的潜在解决方案持乐观态度。新的外国资金购买、对印美贸易谈判进展的预期以及积极的财报季提供了进一步的支持。在数据方面，所有人的目光都集中在即将公布的10月份通货膨胀率上，预计将降至0.48%，这是至少自2012年以来的最低水平，可能为印度储备银行进一步降息铺平道路。Infosys、HCL Tech、Bajaj Finance、亚洲涂料、TMPV和TCS涨幅最大，涨幅在1.2%至2.6%之间。不利的一面是，Trent表现不佳，下滑7.4%，此前这家服装零售商公布了自2021年以来最慢的季度收入增长。Eternal、Power Grid和Ultratech Cement紧随其后，分别下跌1.5%、1.4%和0.8%。

India's BSE Sensex closed about 0.4% firmer at 83,535 on Monday, the highest level in a week, halting losses from the previous three sessions. The index tracked positive sentiment across global markets, driven by optimism around the potential resolution of the US government shutdown. Renewed foreign fund buying, expectations of progress in India–US trade talks and a positive earnings season provided further support. On the data front, all eyes are on the upcoming release of October inflation, expected to ease to 0.48%, the lowest level since at least 2012, potentially paving the way for further interest rate cuts by the Reserve Bank of India. Infosys, HCL Tech, Bajaj Finance, Asian Paints, TMPV and TCS were the top gainers, adding between 1.2% and 2.6%. On the downside, Trent underperformed, slipping 7.4%, after the clothing retailer posted its slowest quarterly revenue growth since 2021. Eternal, Power Grid and Ultratech Cement followed, down 1.5%, 1.4% and 0.8%, respectively.