卢比将面临逆风，债券将关注供应发展。由于担心美国对H-1B签证征收高额税，印度卢比本周面临下行压力，这可能会影响印度IT公司的全球运营和出口。与此同时，受即将到来的借贷日历和央行为稳定债券市场而可能进行的干预的影响，印度政府债券收益率预计将在狭窄的范围内波动。

Rupee poised to face headwinds, bonds to eye supply developments.The Indian rupee faces downward pressure this week due to concerns over a steep U.S. levy on H-1B visas, potentially impacting Indian IT firms' global operations and exports. Meanwhile, Indian government bond yields are expected to fluctuate within a narrow range, influenced by the upcoming borrowing calendar and potential central bank intervention to stabilize the bond market.

印度股市周五收跌，停止了连续三个交易日的上涨，这是过去九个交易日中的第二次下跌，因为市场继续评估全球利率以及印度经济将如何应对美国的激进关税。BSE标准普尔Sensex指数下跌0.5%，至82626点，NSE Nifty 50指数下跌0.4%，至25327点。受美国同行强劲势头和国内基准借贷成本回落的支撑，科技行业的公司在过去两周为反弹设定了步伐后大多下跌。HCL Tech下跌1.6%，而Wipro和TCS均处于亏损状态。与此同时，ICICI银行、HDFC银行和Kotak Mahindra银行下跌近1%，领跌金融板块。反过来，在监管机构驳回了卖空者兴登堡研究报告中的部分指控后，以阿达尼为首的公司股价上涨。

Indian stocks closed lower on Friday to halt three consecutive sessions of gains and mark only the second loss in the last nine sessions as markets continued to assess global rates and how the Indian economy will fare against aggressive tariffs by the United States. The BSE S&P Sensex fell 0.5% to 82,626 and the NSE Nifty 50 dropped 0.4% to 25,327. Companies in the tech sector were mostly lower after setting the pace for the rallies in the last two weeks, supported by the strong momentum for their US counterparts and the pullback in benchmark borrowing costs domestically. HCL Tech fell 1.6%, while Wipro and TCS were both firmly in the red. In the meantime, ICICI Bank, HDFC Bank, and the Kotak Mahindra Bank fell close to 1% to lead the losses for the financial sector. In turn, companies led by Adani jumped after regulators dismissed a portion of allegations from the research report by short-seller Hindenburg.

卢比平静地结束了本周的震荡，轻微的下行趋势可能会持续下去。周五，印度卢比收盘时几乎没有变化，为一周的价格波动画上了句号，该波动将该货币拉至两周多的高点，随后回落至接近历史最低点，尽管美国降息，但美元和美国债券收益率仍有所上升。

Rupee ends choppy week on a quiet note, slight downward bias may persist.The Indian rupee closed little changed on Friday to cap a week of choppy price action that pulled the currency to a more than two-week high, followed by a retreat to near all-time lows as the dollar and U.S. bond yields rose despite a U.S. rate cut.

消息人士称，印度中央银行支持在审查前坚持总体通胀目标。两位知情人士表示，在支持该框架的利益相关者提供反馈后，印度央行预计将连续第三次建议保留现有的通胀目标。

India cenbank to back sticking with headline inflation target ahead of review, sources say.India's central bank is expected to recommend retaining an existing inflation target for a third consecutive time following feedback from stakeholders who backed the framework, two sources familiar with the matter said.