交易员表示，央行的积极干预有助于卢比升至88/USD以上。四名交易员告诉路透社，印度央行周三积极干预以支撑卢比，将南亚货币推高至接近一个月的峰值，超过88美元。

Aggressive central bank intervention helps rupee rise above 88/USD, traders say.The Indian central bank intervened aggressively to shore up the rupee on Wednesday, boosting the South Asian currency to a near one-month peak of above 88 per U.S. dollar, four traders told Reuters.

在温和的鲍威尔降温的美元热度下，卢比搭上了缓解浪潮。周三，印度卢比有望开盘走强，在美联储主席杰罗姆·鲍威尔（Jerome Powell）发出鸽派基调，强化了更多降息即将到来的押注后，美元走软令印度卢比感到安慰。

Rupee to ride relief wave on dovish Powell cooling dollar heat.The Indian rupee is poised to open a touch firmer on Wednesday, taking comfort from a softer dollar after U.S. Federal Reserve Chair Jerome Powell struck a dovish tone that reinforced bets more interest rate cuts were on the way.

国际货币基金组织（IMF）已将印度2025/26财年的增长预测从6.4%上调至6.6%，因为该国强劲的增长势头预计将抵消美国对印度商品征收高额关税的影响。国际货币基金组织在其《世界经济展望》报告中表示，上调是由于“第一季度强劲的结转抵消了自7月以来美国对印度进口商品的有效关税率的上升。”尽管美国总统唐纳德·特朗普征收的50%的高额关税导致出口前景黯淡，但由于私人消费强劲，印度4月至6月的国内生产总值增长了7.8%，为五个季度以来的最高水平。然而，国际货币基金组织将印度2026/27财年的增长预测下调了0.2个百分点，至6.2%。一周前，世界银行将印度2025/26财年的增长预测从6.3%上调至6.5%，同时由于美国关税的影响，将下一财年的预测下调20个基点至6.3%。

The International Monetary Fund (IMF) has raised India’s growth forecast to 6.6% from 6.4% for FY2025/26, as the country’s strong growth momentum is expected to offset the impact of high US tariffs on Indian goods. In its World Economic Outlook report, the IMF said the upward revision was due to a "carryover from a strong first quarter more than offsetting the increase in the US effective tariff rate on imports from India since July." India’s GDP expanded by 7.8% in April–June, the highest in five quarters, driven by strong private consumption despite a subdued export outlook caused by steep 50% tariffs imposed by US President Donald Trump. However, the IMF lowered India’s growth forecast for FY2026/27 by 0.2 percentage points to 6.2%. The IMF’s upgrade comes a week after the World Bank raised its own forecast for India’s growth in FY2025/26 to 6.5% from 6.3%, while trimming its projection for the next fiscal year by 20 bps to 6.3% due to the impact of US tariffs.

印度10年期G-Sec的收益率降至略低于6.51%，为近一周来的最低水平，因为投资者在等待10月15日央行最新政策会议纪要的同时，专注于每周的国债拍卖。印度各州今天出售了价值1280亿卢比的债券，远低于本周计划的2910亿卢比，一些州跳过了拍卖——此举可能反映了资金需求的减少，并支撑了债券价格。债券销售也受到更广泛市场因素的影响，包括低于预期的零售通胀和对即将到来的印度储备银行会议纪要的预期。印度9月通胀率降至1.54%，低于印度储备银行2-6%的目标和1.7%的市场预期，加强了12月降息的理由。印度储备银行本月早些时候保持基准利率不变，但表示未来几个月可能有放松政策的空间，以支持受美国关税压力的经济。

The yield on India’s 10-year G-Sec eased to just below 6.51%, its lowest in nearly a week, as investors focused on the weekly state debt auction while awaiting minutes from the central bank's latest policy meeting due on October 15. Indian states sold 128 billion rupees worth of bonds today, well below the 291 billion rupees planned for the week, with some states skipping the auction — a move that may reflect reduced funding needs and support bond prices. The bond sale was also influenced by broader market factors, including lower-than-expected retail inflation and anticipation of the upcoming RBI meeting minutes. India’s inflation eased to 1.54% in September, below the RBI’s 2–6% target and market expectations of 1.7%, strengthening the case for interest rate cuts in December. The Reserve Bank of India kept its benchmark interest rate unchanged earlier this month but signaled there may be room to ease policy in the coming months to support an economy under pressure from US tariffs.