周四，BSE Sensex指数飙升1%，收于83460点以上，Nifty 50指数上涨1%，收于25585点，为约三个月来的最高水平，因为新的公司业绩提振了投资者情绪。雀巢印度公司公布季度利润增长后，股价上涨4.8%。银行业也上涨，安讯士银行上涨2.3%，尽管利润下降幅度大于预期，但经营业绩有所改善。其他权重股，如HDFC银行（+1.6%）、ICICI银行（+1.4%）和信实工业（+1.8%）也收高。不利的一面是，印孚瑟斯在盘后公布的季度业绩之前下跌了0.2%。与此同时，在最新的贸易更新中，美国总统特朗普表示，印度总理莫迪同意停止购买俄罗斯石油。新德里尚未确认这一承诺，因为其贸易团队正在华盛顿与美国官员举行会谈。

The BSE Sensex surged 1% on Thursday to close above 83,460, and the Nifty 50 rose 1% to 25,585, their highest levels in roughly three months, as fresh corporate results lifted investor sentiment. Nestlé India jumped 4.8% after reporting an increase in quarterly profit. The banking sector also gained, with Axis Bank up 2.3% following an improved operating performance despite a larger-than-expected drop in profit. Other heavyweights such as HDFC Bank (+1.6%), ICICI Bank (+1.4%), and Reliance Industries (+1.8%) also closed higher. On the downside, Infosys slipped 0.2% ahead of its quarterly results due after market hours. Meanwhile, in the latest trade update, US President Trump said Indian Prime Minister Modi agreed to halt Russian oil purchases. New Delhi has yet to confirm the pledge, as its trade team holds talks with US officials in Washington.

卢比兑美元汇率突破88，美国贸易谈判成为焦点。印度卢比周四达到一个月高点。印度储备银行在上一交易日的强有力干预提振了货币。

Rupee finds footing above 88 per dollar, US trade talks in focus.The Indian rupee reached a one-month peak on Thursday. Strong intervention by the Reserve Bank of India in the previous session boosted the currency.

孟买敏感指数周四上涨769点，涨幅0.93%。涨幅最大的是雀巢印度公司（4.73%）、泰坦公司（2.45%）和Kotak Mahindra银行（2.29%）。跌幅最大的是印孚瑟斯（-0.30%）和印度工业银行（-0.12%）。

In Mumbai, the SENSEX Index rose 769 points or 0.93 percent on Thursday. Leading the gains are Nestle India (4.73%), Titan Company (2.45%) and Kotak Mahindra Bank (2.29%). Top losers were Infosys (-0.30%) and Indusind Bank (-0.12%).

周四，印度10年期政府债券收益率升至6.50%，从前一交易日触及的三周低点反弹，因为市场情绪因美印贸易谈判取得突破的希望而有所改善。特朗普总统声称，莫迪总理承诺停止购买俄罗斯石油，这可能是缓解华盛顿和新德里之间紧张局势的一步。然而，印度尚未确认遵守协议，只表示正在努力深化与美国的能源合作。上周，两位领导人举行了会谈，评估贸易谈判的进展，而印度代表目前正在美国寻求达成一项协议，该协议可能最快于11月宣布。在货币政策方面，印度储备银行最近会议的纪要显示，政策放松的趋势越来越明显，因为行长马尔霍特拉强调，9月份通货膨胀率降至1.54%的八年低点，远低于2-6%的目标范围。

The yield on India’s 10-year government bond rose toward 6.50% on Thursday, rebounding from a three-week low hit in the previous session, as market sentiment improved on hopes of a breakthrough in US-India trade talks. President Trump claimed that Prime Minister Modi pledged to stop purchasing Russian oil, a potential step toward easing tensions between Washington and New Delhi. However, India has not confirmed compliance, stating only that it is working to deepen energy cooperation with the US. Last week, the two leaders held talks to assess the progress of trade negotiations, while Indian representatives are now in the US seeking to conclude an agreement that may be announced as soon as November. On the monetary policy front, minutes from the Reserve Bank of India’s recent meeting showed a growing tilt toward policy easing, as Governor Malhotra highlighted that inflation fell to an eight-year low of 1.54% in September, well below the 2–6% target range.