印度BSE Sensex指数在周二震荡后收于一周高点83871.3点，上涨约0.4%，标志着连续第二天上涨。尽管最初对金融业的盈利报告感到担忧，但市场对美印贸易协议和美国政府关门的潜在解决方案的乐观情绪占上风。美国总统特朗普周一表示，华盛顿即将与印度达成“公平贸易协议”。与此同时，投资者等待即将公布的国内通胀数据，预计食品价格下跌将带来温和，这可能为印度储备银行的进一步宽松铺平道路。BEL、Mahindra&Mahindra、Adani Ports、HCL Technologies、Eternal和Infosys领涨，涨幅在1%至2.3%之间。不利的一面是，Bajaj Finance落后，在该公司下调资产增长预测后下跌了7%以上，尽管该公司报告的合并净利润增长了23%。Bajaj Finserv、塔塔汽车光伏、塔塔钢铁、Kotak Mahindra银行和电网也是最大的输家，跌幅高达6%。

India's BSE Sensex closed about 0.4% up at an over one-week high of 83,871.3 after a choppy session on Tuesday, marking the second day of gains. Market optimism over a US-India trade deal and a potential resolution to the US government shutdown prevailed, despite initial concerns over earnings reports from financials. US President Trump said on Monday that Washington was close to sealing a "fair trade deal" with India. Meanwhile, investors awaited upcoming domestic inflation data, expecting moderation from lower food prices, which could pave the way for additional RBI easing. BEL, Mahindra & Mahindra, Adani Ports, HCL Technologies, Eternal, and Infosys led the advance, rising between 1% and 2.3%. On the downside, Bajaj Finance lagged, slumping over 7%, after the company cut its asset growth forecast, despite reporting a 23% surge in consolidated net profit. Bajaj Finserv, Tata Motors PV, Tata Steel, Kotak Mahindra Bank, and PowerGrid were also among the top losers, shedding up to 6%.

印度10年期G-Sec的收益率跌至6.5%以下，触及近四周来的最低水平，因为市场预计储备银行将通过公开市场操作或宣布OMO日历来支持债券市场。这一下降是由于印度储备银行为支持卢比而采取的外汇干预措施导致银行系统流动性收紧，这加剧了人们对央行将介入购买债券的预期，周五通过NDS-OM平台购买6357亿卢比就突显了这一点。投资者也在关注政府和州借贷日历的调整，这可能会缓解供应压力，并有助于在未来几周内保持收益率区间。与此同时，在最新的贸易更新中，美国总统唐纳德·特朗普周一表示，华盛顿正接近与印度达成贸易协议，尽管由于交易员寻求谈判中的切实进展，市场仍然低迷。

The yield on India’s 10-year G-Sec dropped below 6.5%, hitting its lowest level in nearly four weeks, as markets priced in expectations that the Reserve Bank will support the bond market through open market operations or by announcing an OMO calendar. The decline came as tighter banking system liquidity, driven by RBI’s foreign-exchange interventions to support the rupee, fueled expectations that the central bank would step in to buy bonds, highlighted by its 6,357 crore rupee purchase on Friday via the NDS-OM platform. Investors are also watching adjustments to the government and state borrowing calendars, which could ease supply pressure and help keep yields range-bound in the coming weeks. Meanwhile, in the latest trade update, US President Donald Trump said on Monday that Washington was nearing a trade deal with India, though markets remained subdued as traders looked for tangible developments in the talks.

统计部发布的定期劳动力调查（PLFS）数据显示，由于农忙季节农村就业率上升和女性劳动力参与率增加，印度7月至9月季度的失业率从前三个月的5.4%降至5.2%。农村地区15岁及以上人口的失业率从4.8%降至4.4%。相比之下，城市失业率从6.8%微升至6.9%，城市女性失业率从8.9%微升至9.0%，而男性失业率为6.2%，略高于上一季度的6.1%。总体劳动力参与率（LFPR）从55.0%微升至55.1%，而女性参与率继续呈上升趋势，从33.4%增至33.7%。

India’s unemployment rate fell to 5.2% in the July–September quarter, down from 5.4% in the previous three months, driven by higher rural employment during the farming season and an increase in female workforce participation, data from the Periodic Labour Force Survey (PLFS) released by the Ministry of Statistics showed. The unemployment rate among those aged 15 years and above declined in rural areas to 4.4% from 4.8%. In contrast, urban unemployment inched up to 6.9% from 6.8%, with the rate among urban women rising slightly to 9.0% from 8.9%, while among men, it held at 6.2%, up marginally from 6.1% in the previous quarter. The overall labour force participation rate (LFPR) edged higher to 55.1% from 55.0%, while female participation continued its upward trend, increasing to 33.7% from 33.4%.

周二早盘，BSE Sensex指数下跌309点，跌幅0.4%，至83227点，与前一交易日相比停止上涨，主要受金融服务、银行和汽车股的影响。金融服务指数下跌1.0%，受Bajaj Finance拖累，该公司下调资产增长预测后，尽管报告合并净利润激增23%，但该指数下跌超过7%。据CNBC报道，在有迹象表明印美贸易协议可能即将达成，以及美国参议院批准了一项结束政府停摆的法案后，这一下降抵消了积极情绪。然而，由于印度储备银行即将召开的会议上降息的希望越来越大，10月份通胀率将降至0.48%的预期，这是至少自2012年以来的最低水平，这有助于限制损失。其他早盘下跌股包括Bajaj Finserv（-6.8%）、塔塔汽车（-1.8%）和Titan（-1.1%）。

The BSE Sensex fell 309 points, or 0.4%, to 83,227 in morning trade on Tuesday, halting gains from the previous session, weighed mainly by financial services, banking, and auto stocks. The financial services index dropped 1.0%, dragged down by Bajaj Finance, which slumped over 7% after the company cut its asset growth forecast, despite reporting a 23% surge in consolidated net profit. The decline countered positive sentiment following signals that an India–US trade deal may be near and after the US Senate approved a bill to end the government shutdown, according to CNBC. However, expectations that October inflation will ease to 0.48%, the lowest level since at least 2012, helped limit losses, amid rising hopes of rate cuts at the RBI’s upcoming meeting. Other early decliners were Bajaj Finserv (-6.8%), Tata Motors (-1.8%), and Titan (-1.1%).