卢比跌至四个月低点，因美元走强，国有银行对美元的出价。周二早盘交易中，印度卢比跌至3月中旬以来的最低水平，欧元暴跌大幅推高了美元指数，国有银行对美元的需求增加了压力。

Rupee falls to four-month low on firmer greenback, state-run banks' dollar bids.The Indian rupee declined to its weakest level since mid-March in early trade on Tuesday, as a slump in the euro sharply raised the dollar index, and demand for the greenback from state-run banks added to the pressure.

BSE Sensex指数周二早盘下跌91点，跌幅0.1%，至80802点，触及6月初以来的最低水平。Nifty 50指数也跌至24700以下，原因是外国资金持续外流，第一季度收益令人失望，以及在即将到来的最后期限之前，美印临时贸易协议缺乏进展。交易员继续关注美印贸易谈判，随着两国努力达成更广泛的协议，谈判预计将于8月恢复。在美联储本周晚些时候做出利率决定之前，人们也普遍持谨慎态度。周一的数据显示，印度工业生产增长速度为10个月来最慢，进一步打压了市场情绪。科技和金融服务类股领跌。印孚瑟斯是最大的落后者，下跌0.7%，而塔塔咨询服务公司、NTPC和ICICI银行均下跌0.5%。

The BSE Sensex fell 91 points, or 0.1%, to 80,802 in morning trade on Tuesday, hitting its lowest level since early June. The Nifty 50 also dropped below 24,700 amid sustained foreign outflows, disappointing Q1 earnings, and a lack of progress on a US-India interim trade deal ahead of a looming deadline. Traders continued to monitor US-India trade negotiations, with talks expected to resume in August as both countries work toward a broader agreement. Caution also prevailed ahead of the US Federal Reserve's interest rate decision later this week. Market sentiment was further pressured by Monday’s data, which showed that India’s industrial production grew at the slowest pace in 10 months. Technology and financial services stocks led the decline. Infosys was the biggest laggard, falling 0.7%, while Tata Consultancy Services, NTPC, and ICICI Bank each dropped 0.5%.

周一，由于美国即将征收关税的压力和企业巨头的一系列悲观盈利结果，印度股市收盘大幅下跌。标准普尔BSE Sensex指数下跌0.7%，至80890点，NSE Nifty 50指数下跌0.6%，至24680点，均为6月以来的最低水平。印度官员对上周晚些时候即将达成的贸易协议表示悲观，并继续担心从周五开始，在达成协议之前，可能会对印度进口商品征收26%的额外关税。因此，损失分布在主要行业，科技、汽车生产商和金融板块收盘大多下跌。在收益方面，Kotak Mahindra Bank在公布季度利润下降后下跌7.3%。此外，TCS股价下跌近2%，此前该公司表示将在未来六个月内裁员2%。

Indian stocks closed firmly lower on Monday amid pressure from pending tariffs by the United States and a batch of pessimistic earnings results from corporate giants. The S&P BSE Sensex lost 0.7% to 80,890, and the NSE Nifty 50 fell 0.6% to 24,680, both at their lowest since June. Indian officials expressed pessimism over an imminent trade deal late last week, maintaining concerns that 26% extra duties on Indian imports are likely to be enforced starting on Friday before a deal may be reached. Losses were therefore distributed among major sectors, with tech, auto producers, and financials closing mostly lower. On the earnings front, the Kotak Mahindra Bank sank 7.3% after posting a drop in quarterly profit. Also, TCS fell nearly 2% after signaling that it will shed 2% of its workforce in the next six months.

2025年6月，印度工业生产比上一年增长1.5%，高于上个月的1.2%。尽管如此，这一增长仍低于2%的预期，这是自2024年8月停滞以来的最低工业扩张。产出增长完全由制造业支撑（5月份为3.9%对3.2%），抵消了采矿业的收缩（-8.7%对-0.1%），这可能与煤炭价格下跌和中国出口需求疲软以及电力（-2.6%对-4.7%）有关。

India's industrial production expanded by 1.5% from the previous year in June of 2025, picking up from the 1.2% increase in the previous month. Still, the growth was below expectations of a sharper 2% to mark the lowest industrial expansion since the stall in August 2024. Output growth was solely supported by the manufacturing sector, (3.9% vs 3.2% in May), offsetting contractions for mining (-8.7% vs -0.1%), likely aligned with the drop in coal prices and softer export demand from China, in addition electricity (-2.6% vs -4.7%).