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.

印度BSE Sensex指数周一收于82445点，上涨约0.3%，创下5月中旬以来的最高水平，延续了前三个交易日的涨幅。此次反弹主要得益于重量级银行和金融股的强劲表现，这得益于印度储备银行最近大幅降息和流动性措施。科技、汽车和制药股也上涨，因美中谈判今天举行，以及美印贸易谈判的积极迹象，有望缓解贸易紧张局势。印度政府消息人士报道称，两国正在寻求在7月9日最后期限之前就削减关税达成共识。在主要推动因素中，Kotak Mahindra Bank领涨，涨幅超过3%，其次是Bajaj Finance、Bajaj Finserv、Axis Bank、Maruti、Power Grid、NTPC、TCS、Sun Pharma和塔塔汽车，涨幅在0.9%至2.6%之间。

India's BSE Sensex closed about 0.3% up at 82,445 on Monday, marking its highest level since mid-May and extending gains from the previous three sessions. The rally was mainly fueled by strong performance in heavyweight banking and financial stocks, boosted by the Reserve Bank of India’s recent oversized rate cut and liquidity measures. Tech, auto, and pharma stocks also gained on hopes of easing trade tensions, as US-China talks take place today, alongside positive signs from US-India trade negotiations. Indian government sources reported that both countries are seeking consensus on tariff cuts ahead of the July 9 deadline. Among key movers, Kotak Mahindra Bank led the gains, up over 3%, followed by Bajaj Finance, Bajaj Finserv, Axis Bank, Maruti, Power Grid, NTPC, TCS, Sun Pharma and Tata Motors, adding between 0.9% and 2.6%.