周三早盘，印度股市上涨246点，涨幅0.3%，至81092点，仍处于六周多来的最高水平。这标志着连续第四天上涨，主要得益于房地产、科技、金融服务和银行业的强劲表现。BSE Sensex指数隔夜追随华尔街反弹，受本月美联储降息预期增加的推动。交易员们关注的是印度储备银行本周晚些时候即将做出的货币政策决定，市场普遍预计，在10月份通胀加剧的情况下，央行将把利率稳定在6.5%。此外，在一项私人调查显示印度私营部门在11月强劲增长后，市场情绪有所改善，这得益于新业务和产出的持续扩张。Nifty 50指数上涨0.3%，超过24500点，其两大贡献者之一HDFC Bank上涨1.5%。其他早期涨幅最大的股票包括HDFC Life（2.2%）、SBI Life（1.5%）、TCS（1.4%）和Wipro（1.4%）。

Shares in India climbed 246 points, or 0.3%, to 81,092 in morning trade on Wednesday, remaining at their highest level in over six weeks. This marked the 4th consecutive day of gains, driven primarily by strength in the realty, tech, financial services, and banking sectors. The BSE Sensex tracked a rally on Wall Street overnight, fueled by increasing expectations of a Fed rate cut this month. Traders focused on the RBI's upcoming monetary policy decision later this week, with markets widely expecting the central bank to hold the interest rate steady at 6.5% amid higher inflation in October. Additionally, sentiment improved following a private survey that showed robust growth in the Indian private sector during November, supported by continued expansion in new business and output. The Nifty 50 rose 0.3% to surpass 24,500, with one of its two largest contributors, HDFC Bank, climbing 1.5%. Other early top gainers included HDFC Life (2.2%), SBI Life (1.5%), TCS (1.4%), and Wipro (1.4%).

2024年11月，汇丰印度综合采购经理人指数为58.6，低于59.5的初步估计和10月份的59.1。尽管如此，这标志着私营部门活动连续40个月扩张。制造业的增长明显放缓，但增长速度仍快于服务业。新订单继续增长，增加了产能压力，促使企业以19年前可比数据开始以来的最快速度雇佣员工。在成本方面，由于投入价格上涨和工资上涨，整体支出升至15个月来的最高点。与此同时，产出费用以近12年来最快的速度攀升。服务提供商面临的成本压力比制造商更大，因此报告的销售价格涨幅更大。

The HSBC India Composite PMI stood at 58.6 in November 2024, lower than the flash estimate of 59.5 and October's figure of 59.1. Despite this, it marked the 40th consecutive month of expansion in private sector activity. The manufacturing sector experienced a more significant slowdown in growth but still recorded a faster increase than the service economy. New orders continued to grow, increasing capacity pressures and prompting firms to hire staff at the fastest rate since comparable data began 19 years ago. On the cost side, overall expenses rose to a 15-month high, driven by higher input prices and rising wages. Simultaneously, output charges climbed at the quickest pace in almost 12 years. Service providers faced more significant cost pressures than manufacturers and consequently reported a steeper rise in selling prices.

2024年11月，汇丰银行印度服务业采购经理人指数从初步估计的59.2下调至58.4，此前10月的最终数字为58.5，低于市场估计的59.5。这标志着在强劲需求和新业务增长的推动下，服务业活动连续第40个月扩张。总销售额增长放缓，但高于长期平均水平，与强劲增长相一致，新出口订单增长幅度为三个月来最大。作为回应，企业将就业率提高到自2005年12月调查开始以来的最高水平。在价格方面，投入成本通胀加速至15个月高点，主要是由于食品和工资成本上涨。因此，随着企业将额外的成本负担转嫁给客户，产出成本通胀率上升到近12年来的最快水平。最后，商业情绪改善至六个月高点，这得益于对持续需求强度的预测以及对营销工作将推动新业务的预期。

The HSBC India Services PMI was revised lower to 58.4 in November 2024 from preliminary estimates of 59.2, after a final figure of 58.5 in October, and below market estimates of 59.5. This marked the 40th consecutive month of expansion in services activity, driven by strong demand and new business gains. Total sales grew softer but above its long-run average and consistent with robust growth, with new export orders rising the most in three months. In response, firms raised employment to the highest level since the survey began in December 2005. On prices, input cost inflation accelerated to a 15-month high, primarily due to higher food and wage costs. As a result, output cost inflation rose to the fastest rate in close to 12 years as firms passed on additional cost burdens to their clients. Finally, business sentiment improved to a six-month high, boosted by predictions of continued demand strength and expectations that marketing efforts will drive new business.

11月，印度汇丰综合采购经理人指数从之前的59.5降至58.6。11月，印度汇丰综合采购经理人指数从之前的59.5降至58.6

India HSBC Composite PMI dipped from previous 59.5 to 58.6 in November.India HSBC Composite PMI dipped from previous 59.5 to 58.6 in November