卢比可能开盘小幅走高，追随亚洲；特朗普关税影响减弱。周四，印度卢比可能会小幅上涨，这得益于亚洲同行的上涨以及对美国总统唐纳德·特朗普最新关税公告的温和反应。

Rupee likely to open slightly higher, tracking Asia; Trump tariff impact muted.The Indian rupee is likely to open marginally higher on Thursday, supported by the uptick in Asian peers and muted reaction to U.S. President Donald Trump's latest tariff announcements.

印度市场监管机构考虑允许评级机构对不受其监管的工具进行评级。印度市场监管机构周三提议允许信用评级机构对其他金融部门监管机构监管的金融工具进行评级。

India markets regulator mulls allowing ratings agencies to rate instruments not regulated by it.India's markets regulator on Wednesday proposed allowing credit ratings agencies to rate financial instruments regulated by other financial sector regulators.

印度BSE Sensex指数周三收于83536.1点，下跌约0.2%，扭转了周二的涨势，因为IT、金属、制药和重量级信实工业的跌幅超过了消费类股的涨幅。在美国关税和潜在的美印贸易协议持续存在不确定性的情况下，市场情绪仍然谨慎。特朗普总统表示不会再延期，关税将于8月1日开始征收。他还宣布，对铜征收50%的关税，以及即将对半导体、药品和金砖国家进口产品征收的关税，将很快生效。与此同时，投资者期待着联邦公开市场委员会会议记录中的政策信号，关注点逐渐转向国内收益。在主要推动因素中，HCL Technologies下跌超过2%，塔塔钢铁下跌近2%，Tech Mahindra下跌1.4%，Reliance下跌1.2%，Bharti Airtel下跌0.8%。涨幅最大的是Bajaj Finance（1.5%）、印度斯坦联合利华（1.3%）、UltraTech水泥（0.9%）、电网（0.6%）和亚洲涂料（0.5%）。

India's BSE Sensex closed about 0.2% down at 83,536.1 on Wednesday, reversing Tuesday's advance, as losses in IT, metals, pharma, and heavyweight Reliance Industries outweighed gains in consumer stocks. Market sentiment remained cautious amid ongoing uncertainty over US tariffs and a potential US-India trade deal. President Trump stated there would be no further extensions and that tariffs would begin to be imposed on August 1. He also announced that 50% tariffs on copper—and upcoming levies on semiconductors, pharmaceuticals, and BRICS imports—would take effect soon. Meanwhile, investors looked ahead to the FOMC minutes for policy signals, with focus gradually turning to domestic earnings. Among key movers, HCL Technologies crashed over 2%, Tata Steel fell nearly 2%, Tech Mahindra dropped 1.4%, Reliance declined 1.2%, and Bharti Airtel was down 0.8%. Top gainers were Bajaj Finance (1.5%), Hindustan Unilever (1.3%), UltraTech Cement (0.9%), Power Grid (0.6%), and Asian Paints (0.5%).

卢比、远期保费与美联储会议纪要和关税密切相关。周三，印度卢比收盘时几乎没有变化，这表明全球市场对白宫最新的贸易攻势反应平淡，国内市场的交易员正在等待美印贸易协议的消息。

Rupee, forward premiums tread water with Fed minutes and tariffs in focus.The Indian rupee closed nearly unchanged on Wednesday, tracking a muted reaction in global markets to the latest trade salvos from the White House, with traders in the domestic market awaiting news on a U.S.-India trade deal.