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.

卢比保持在历史低点的边缘，美元走软几乎没有帮助。周一，印度卢比在触及历史最低点的距离上徘徊在一个狭窄的范围内，因为在全球风险偏好改善的情况下，美元普遍走软，面对持续的银行间美元需求，对该货币几乎没有什么安慰作用。

Rupee holds at edge of record low, softer dollar offers little help.The Indian rupee clung to a narrow range in touching distance of its all-time low on Monday, as a broadly softer dollar amid improved risk appetite globally offered little comfort to the currency in face of persistent interbank dollar demand.

周一早盘，BSE Sensex指数上涨208点，涨幅0.3%，至83424点，抹去了前三个交易日的跌幅，追随了亚洲同行在周五华尔街乐观交易后的涨幅，因为人们希望美国政府关门结束。Nifty 50和中盘股均上涨0.3%，而小盘股下跌0.2%。对企业盈利的乐观情绪提振了市场情绪，同时对印美贸易谈判取得进展的预期也有所上升。路透社的一项民意调查也支持了市场情绪，显示通胀率预计将放缓至0.48%，这是至少自2012年以来的最低水平，这增加了印度储备银行在即将召开的会议上进一步降息的希望。大多数行业以科技股和银行股为首的绿色板块交易。科技板块上涨1.7%，其中Infosys（1.8%）、HCL Technologies（1.3%）和TCS（1.2%）涨幅显著。其他早期上涨股包括亚洲涂料（1.3%）和信实工业（0.9%）。

The BSE Sensex rose 208 points, or 0.3%, to 83,424 in morning trade on Monday, erasing losses from the previous three sessions, tracking gains in Asian peers after an upbeat session on Wall Street on Friday amid hopes of an end to the US government shutdown. The Nifty 50 and mid-cap stocks both climbed 0.3%, while small-caps fell 0.2%. Optimism over corporate earnings lifted market sentiment, alongside expectations of progress in India–US trade talks. A Reuters poll also supported sentiment, showing that the inflation rate is expected to slow to 0.48%, the lowest level since at least 2012, raising hopes of further interest rate cuts by the RBI at its upcoming meeting. Most sectors traded in the green, led by technology and banking stocks. The tech sector rose 1.7%, with notable gains from Infosys (1.8%), HCL Technologies (1.3%), and TCS (1.2%). Other early gainers included Asian Paints (1.3%) and Reliance Industries (0.9%).

在早盘交易中，卢比兑美元汇率下跌4派萨，至88.69。受全球美元走强和原油价格上涨的影响，卢比兑美元汇率下跌4便士，至88.69。外汇交易员指出，由于国际不确定性，包括美国政府停摆，市场情绪脆弱。

Rupee falls 4 paise to 88.69 against US dollar in early trade.The rupee weakened by 4 paise to 88.69 against the US dollar, influenced by a stronger dollar globally and rising crude oil prices. Forex traders noted fragile sentiment due to international uncertainty, including the US government shutdown.