截至9月13日，印度储备银行持有的外汇储备激增至6923亿美元，创历史新高。这一水平的提高是由于外汇大量涌入印度经济，强劲的增长和期待已久的将印度资产纳入摩根大通主要新兴市场债务指数支持了外国投资。这反映在Sensex指数创下历史新高，10年期G-Sec的收益率远低于6.75%的阈值。此外，日元和人民币的反弹促使印度储备银行优先考虑印度出口的竞争力，并可能促使央行购买外汇，以支撑其储备。

Foreign exchange reserves held by the Reserve Bank of India surged to an equivalent of $692.3 billion as of September 13th, the highest on record. The elevated levels were owed to the robust influx of foreign exchange into the Indian economy, as strong growth and the long-awaited inclusion of Indian assets to JPMorgan’s key emerging market debt index supported foreign investment. This was reflected by the Sensex reaching record highs and the yield on the 10-year G-Sec falling well below the 6.75% threshold. Additionally, the rebound for the yen and the yuan drove the RBI to prioritize the competitiveness of Indian exports, and likely drove the central bank to purchase foreign exchange, propping up its reserves.

BSE Sensex指数周五小幅下跌至85571.9点，此前在早盘交易中创下85978点的新高，投资者在一周的每日峰值后获利回吐。金融股下跌近1%，拖累主要指数，最大银行HDFC Bank及其私营部门同行ICICI Bank分别下跌1.8%和1.7%。相反，Infosys、Wipro、TCS和Tech Mahindra等重量级IT股在埃森哲对25财年的收入预期进行积极修订后上涨。今天的注意力集中在即将发布的美国核心个人消费支出（PCE）价格指数数据上。Sensex指数本周收盘上涨约1.2%，由于中国的大规模刺激措施和美国宽松周期的开始，全球情绪有所改善。

The BSE Sensex settled slightly lower at 85,571.9 on Friday, after hitting a fresh record high of 85,978 in early trade, as investors booked profits after a week of daily peaks. Financials dropped nearly 1% and weighed on the main index, with top lender HDFC Bank and its private sector peer ICICI Bank shedding 1.8% and 1.7%, respectively. Conversely, heavyweight IT stocks like Infosys, Wipro, TCS and Tech Mahindra gained after a positive revision of Accenture's revenue guidance for FY25. Today's attention centered on the forthcoming release of the US core personal consumption expenditures (PCE) price index data. The Sensex closed the week about 1.2% higher, amid an improved global sentiment in light of China's massive stimulus and the beginning of the easing cycle in the US.

周五早盘交易中，BSE Sensex指数上涨120点，涨幅0.1%，创下85962点的新高，在埃森哲公布第四季度强于预期的季度利润后，科技股飙升，延续了其第四天的上涨势头。该指数本周上涨1.7%，这将是连续第三周上涨，受上周美国大幅降息的推动。与此同时，路透社的一项民意调查显示，印度储备银行预计将在未来六个月内适度降息50个基点。中国的一揽子刺激措施继续提振积极情绪，路透社报道称，中国计划今年发行价值约2万亿元人民币的特别主权债券。此外，华尔街隔夜的反弹提振了市场情绪，Nifty 50指数上涨0.2%，至26000点以上，因为大多数行业都出现了反弹，包括金属行业，因为中国在刺激措施的支持下努力刺激经济增长。表现最好的是Hindalco（2.9%）、BPCL（2.6%）、Titan（1.9%）和塔塔钢铁（1.5%）。

The BSE Sensex rose 120 points or 0.1% to a fresh record peak of 85,962 in early deals on Friday, extending its upside momentum for the 4th day amid a surge in tech stocks, after Accenture posted a stronger-than-expected quarterly profit for Q4. The index jumped 1.7% for the week, which would be the third straight weekly rise, boosted by last week's jumbo US rate cut. Meanwhile, a Reuters poll showed that the RBI is expected to cut interest rates by a modest 50 bps over the next six months. The Chinese package stimulus measures continued to lift positive sentiment, with Reuters reporting that China plans to issue special sovereign bonds worth about CNY 2 trillion this year. Also, a rally on Wall Street overnight fueled sentiment, with the Nifty 50 rising 0.2% to above 26,000 as most sectors rallied, including metals amid a Chinese effort to spur growth supported by stimulus measures. Among the top performances were Hindalco (2.9%), BPCL (2.6%), Titan (1.9%), and Tata Steel (1.5%).

周四，BSE Sensex指数上涨约0.8%，收于85836.1点，创下历史新高，盘中曾短暂触及85923点的盘中纪录，延续了看涨势头。所有行业指数均以绿色收盘。汽车行业飙升超过2%，创下历史新高，其中马鲁蒂铃木（+4.8%）、塔塔汽车（+3.1%）和马恒达和马恒德拉（+3%）领涨。这是因为有消息称，印度南部电动汽车销量排名第三的卡纳塔克邦计划实施减税和激励措施，以促进清洁出行行业的发展。与此同时，在主要消费国中国承诺采取额外刺激措施后，金属指数延续了五天的涨势，也上涨了2%以上。与此同时，印度市场正在创下新高，这是由于在预期的政府支出下，预计25财年下半年企业盈利将强劲复苏。

The BSE Sensex closed about 0.8% up at 85,836.1 on Thursday, a fresh all-time high, after briefly touching an intraday record of 85,923 during the session, extending its bullish momentum. All sectoral indexes ended in the green. The auto sector surged over 2% to a record high, with Maruti Suzuki (+4.8%), Tata Motors (+3.1%) and Mahindra and Mahindra (+3%) leading the charge. This was prompted by news that Karnataka, the southern state with the third-highest electric vehicle sales in India, plans to implement tax cuts and incentives to promote the clean mobility sector. Meanwhile, the metals index extended its five-day winning streak and also added over 2%, after top consumer China pledged additional stimulus measures. Concurrently, the Indian market is reaching new highs, driven by expectations of a strong recovery in corporate earnings for the H2FY25, amid the expected government expenditure.