周一，由于美国即将征收关税的压力和企业巨头的一系列悲观盈利结果，印度股市收盘大幅下跌。标准普尔BSE Sensex指数下跌0.7%，至80890点，NSE Nifty 50指数下跌0.6%，至24680点，均为6月以来的最低水平。印度官员对上周晚些时候即将达成的贸易协议表示悲观，并继续担心从周五开始，在达成协议之前，可能会对印度进口商品征收26%的额外关税。因此，损失分布在主要行业，科技、汽车生产商和金融板块收盘大多下跌。在收益方面，Kotak Mahindra Bank在公布季度利润下降后下跌7.3%。此外，TCS股价下跌近2%，此前该公司表示将在未来六个月内裁员2%。

Indian stocks closed firmly lower on Monday amid pressure from pending tariffs by the United States and a batch of pessimistic earnings results from corporate giants. The S&P BSE Sensex lost 0.7% to 80,890, and the NSE Nifty 50 fell 0.6% to 24,680, both at their lowest since June. Indian officials expressed pessimism over an imminent trade deal late last week, maintaining concerns that 26% extra duties on Indian imports are likely to be enforced starting on Friday before a deal may be reached. Losses were therefore distributed among major sectors, with tech, auto producers, and financials closing mostly lower. On the earnings front, the Kotak Mahindra Bank sank 7.3% after posting a drop in quarterly profit. Also, TCS fell nearly 2% after signaling that it will shed 2% of its workforce in the next six months.

2025年6月，印度工业生产比上一年增长1.5%，高于上个月的1.2%。尽管如此，这一增长仍低于2%的预期，这是自2024年8月停滞以来的最低工业扩张。产出增长完全由制造业支撑（5月份为3.9%对3.2%），抵消了采矿业的收缩（-8.7%对-0.1%），这可能与煤炭价格下跌和中国出口需求疲软以及电力（-2.6%对-4.7%）有关。

India's industrial production expanded by 1.5% from the previous year in June of 2025, picking up from the 1.2% increase in the previous month. Still, the growth was below expectations of a sharper 2% to mark the lowest industrial expansion since the stall in August 2024. Output growth was solely supported by the manufacturing sector, (3.9% vs 3.2% in May), offsetting contractions for mining (-8.7% vs -0.1%), likely aligned with the drop in coal prices and softer export demand from China, in addition electricity (-2.6% vs -4.7%).

在孟买，孟买敏感指数周一下跌565点，跌幅0.69%。Kotak Mahindra Bank（-7.01%）、Wipro（-3.55%）和Bharti Airtel（-2.47%）领跌。涨幅最大的是亚洲涂料（0.89%）、ICICI银行（0.59%）和Bajaj Finserv（0.50%）。

In Mumbai, the SENSEX Index decreased 565 points or 0.69 percent on Monday. Losses were driven by Kotak Mahindra Bank (-7.01%), Wipro (-3.55%) and Bharti Airtel (-2.47%). Biggest rises came from Asian Paints (0.89%), ICICI Bank (0.59%) and Bajaj Finserv (0.50%).

卢比下跌，但避开了美元走强，因为资金流动主导了价格走势。周一，印度卢比下跌，因为进口商的月末美元报价施加了一些压力，但该货币在很大程度上避开了美元走强的溢出效应，交易员表示，美元走强是由于没有大量资金外流。

Rupee slips but sidesteps firmer dollar as flows dominate price-action.The Indian rupee dipped on Monday as month-end dollar bids from importers exerted some pressure, but the currency largely sidestepped the spillover from a firmer dollar, which traders indicated was due to the absence of substantial outflows.