敏感指数跌至5周低点80428.00点。在过去的4周里，敏感指数上涨了0.67%，在过去的12个月里，它上涨了6.35%。

SENSEX decreased to a 5-week low of 80428.00 Index Points. Over the past 4 weeks, SENSEX gained 0.67%, and in the last 12 months, it increased 6.35%.

周五上午，由于地缘政治紧张局势加剧和贸易不确定性增加，印度卢比跌至86.17的八周低点。此前，以色列在没有美国支持的情况下对伊朗发动空袭，引发了人们对伊朗报复的担忧，并推动油价上涨了近10%。油价上涨引发了人们对印度贸易平衡的担忧，进一步压低了卢比。特朗普总统表示，他可能会延长7月8日的关税最后期限，但也表示将采取更强硬的立场，计划致函贸易伙伴，概述单边关税税率，这加剧了外部压力。然而，一些损失受到美印贸易谈判进展迹象的限制，特别是在工业品、农业和关税方面。印度外交部表示希望在停战协议到期之前敲定协议。在国内，5月份通胀率从4月份的3.16%降至2.82%，为2019年2月以来的最低水平，低于预期，接近印度储备银行2%的较低容忍区间。

The Indian rupee fell to an eight-week low of 86.17 on Friday morning amid rising geopolitical tensions and trade uncertainty. The decline followed Israel’s airstrikes on Iran without U.S. backing, sparking fears of Iranian retaliation and driving oil prices up nearly 10%. Higher oil prices raised concerns about India’s trade balance, pressuring the rupee further. Adding to the external stress, President Trump said he might extend the July 8 tariff deadline but also signaled a tougher stance by planning to send letters to trade partners outlining unilateral tariff rates. However, some losses were limited by signs of progress in U.S.-India trade talks, particularly on industrial goods, agriculture, and tariffs. India’s Foreign Ministry expressed hope of finalizing a deal before the truce expires. Domestically, inflation eased to 2.82% in May, the lowest since February 2019, down from 3.16% in April and below expectations, nearing the RBI’s lower 2% tolerance band.

美元兑印度卢比升至8周高点86.17。在过去的4周里，美元印度卢比上涨了0.66%，在过去的12个月里，它上涨了2.99%。

USDINR increased to an 8-week high of 86.17. Over the past 4 weeks, US Dollar Indian Rupee gained 0.66%, and in the last 12 months, it increased 2.99%.

受油价下跌和美元走软的支撑，印度卢比兑美元汇率在85.5左右几乎没有变化，尽管外国资金再次外流、贸易不确定性和地缘政治风险上升限制了上行空间。美国总统特朗普周三告诉记者，他可以延长原定于7月8日到期的90天关税最后期限，但表示他将在两周内向贸易伙伴发出信函，概述单方面关税税率。与此同时，中美关于稀土和学生签证的临时协议未能给投资者留下深刻印象。然而，在新德里，印度和美国官员在工业品、农业和关税壁垒方面的谈判取得了进展，印度外交部表示希望在停战结束前敲定贸易协议。与此同时，印度5月份的通胀率从4月份的3.16%降至2.82%，为2019年2月以来的最低水平，低于市场预期，接近印度储备银行2%的较低容忍区间。

The Indian rupee was little changed around 85.5 per USD, supported by lower oil prices and a softer dollar, though upside was capped by renewed foreign outflows, trade uncertainty and rising geopolitical risks. US President Trump told reporters on Wednesday that he could extend the 90-day tariff deadline, which is scheduled to expire on July 8, but signaled he would instead send letters to trading partners within two weeks outlining unilateral tariff rates. In the meantime, the China-US provisional agreement on rare earths and student visas failed to impress investors. In New Delhi, however, Indian and US officials made progress in talks on industrial goods, agriculture, and tariff barriers, with India’s Foreign Ministry expressing hope to finalize a trade deal before the truce ends. Meanwhile, India’s inflation eased to 2.82% in May, the lowest since February 2019, down from 3.16% in April and below market expectations, bringing it close to the RBI’s lower tolerance band of 2%.