印度股市周二收平，金融股获利回吐抵消了对美中贸易谈判的乐观情绪和印度储备银行持续的政策支持带来的收益。随着投资者获利回吐，飙升至历史高点的金融和银行分别下跌0.5%和0.4%。HDFC银行和ICICI银行分别下跌0.7%和0.8%。更广泛的中小型股指数也保持低迷。IT股因贸易协议的希望上涨1.7%，受益于与美国有业务往来的公司。在摩根士丹利将其列为首选后，Grasim股价上涨3.7%。由于摩根大通的乐观情绪，Coforge上涨2%。塔塔电力公司在达到太阳能生产里程碑后上涨1.7%。随着美中贸易谈判进入第二天，全球情绪乐观。

Indian stocks closed flat on Tuesday as profit-taking in financials offset gains from optimism over US-China trade talks and continued RBI policy support. Financials and banks, which had surged to record highs, slipped 0.5% and 0.4% as investors booked profits. HDFC Bank and ICICI Bank fell 0.7% and 0.8%. Broader mid- and small-cap indexes also remained subdued. IT stocks rose 1.7% on trade deal hopes, benefiting firms with US exposure. Grasim jumped 3.7% after Morgan Stanley named it a top pick. Coforge rose 2% on JPMorgan optimism. Tata Power gained 1.7% after hitting a solar production milestone. Global sentiment was upbeat as US-China trade talks entered a second day.

印度的外部投资赤字成为卢比的障碍，因为亚洲搭上了美元疲软的顺风车。分析人士表示，在美元疲软的环境下，卢比可能会落后于大多数亚洲同行，印度货币因该国在国外的债务和拥有之间的不平衡而受到拖累。

India's external investment deficit a hurdle for rupee as Asia rides weak dollar's coattails.The rupee is likely to lag most of its Asian peers in a softer dollar environment, analysts say, with the Indian currency weighed down by an imbalance between what the country owes and owns abroad.

卢比与亚洲同行同流合污，波动率曲线走低。交易员表示，周一早盘印度卢比小幅上涨，避开了大多数地区货币在外国和国有银行抛售美元利息的影响下的小幅下跌。

Rupee treads water with Asian peers, volatility curve shifts lower.The Indian rupee was marginally higher in early trading on Monday, sidestepping modest declines in most regional currencies on the back of dollar-selling interest from foreign and state-run banks, traders said.

周二早盘，印度股市基本持平，BSE Sensex指数在连续第四个交易日上涨后徘徊在82472左右，交易员们谨慎地等待美中贸易谈判第二天的进一步细节。在交易环境波动的情况下，Sensex指数仍接近5月中旬以来的最高水平。投资者的谨慎还源于本周晚些时候即将公布的5月消费者价格数据。市场预计，在食品价格放缓的推动下，印度的通货膨胀率可能会降至3%，为2019年4月以来的最低水平，这增加了进一步降息的希望。科技行业和制造业的上涨帮助抵消了银行业和金融服务业的下跌。与此同时，Nifty的交易价格约为25100，IndusInd Bank（2.2%）和Tech Mahindra（2.0%）的涨幅显著。不利的一面是，ICICI Bank（-0.9%）、Asian Paints（0.9%）和Bajaj Finserv（-0.8%）均录得亏损。

Equities in India were largely flat in morning trade on Tuesday, with the BSE Sensex hovering around 82,472 after rising for the fourth consecutive session, as traders cautiously awaited further details from the second day of US-China trade talks. The Sensex remained near its highest level since mid-May amid volatile trading conditions. Investor caution also stemmed from the upcoming release of May consumer price data, expected later this week. Markets anticipate that India’s inflation rate could ease to 3%, the lowest since April 2019, driven by moderating food prices, raising hopes for further interest rate cuts. Gains in the tech sector and manufacturing helped offset declines in the banking sector and financial services. Meanwhile, the Nifty traded around 25,100, with notable gains from IndusInd Bank (2.2%) and Tech Mahindra (2.0%). On the downside, ICICI Bank (-0.9%), Asian Paints (-0.9%), and Bajaj Finserv (-0.8%) recorded losses.