周三发布的印度储备银行（RBI）2025年10月的会议记录显示，随着该国通胀前景变得更加温和，印度利率小组成员已经指出了未来降息的空间。在2025年降息100个基点后，由六名成员组成的货币政策委员会本月早些时候将关键回购利率稳定在5.50%。它保留了“中立”的政策立场，尽管两名成员赞成转向“宽松”。印度储备银行行长桑杰·马尔霍特拉在会议纪要中写道：“由于预测下调，整体和核心通胀的良性前景为进一步支持增长开辟了政策空间。”。9月份，年通货膨胀率降至1.54%的八年低点。央行已将2025-26年的通胀预测从8月的3.1%和6月的3.7%下调至2.6%，同时将GDP增长预测从6.5%上调至6.8%。

The Reserve Bank of India (RBI) minutes from October 2025, released on Wednesday, showed that India’s interest-rate panel members have flagged room for future rate cuts as the country’s inflation outlook turns more benign. The six-member Monetary Policy Committee held the key repo rate steady at 5.50% earlier this month, after cutting rates by 100 basis points in 2025. It retained the "neutral" policy stance, though two members favored a shift to "accommodative." "The benign outlook for headline and core inflation, as a result of the downward revision of projections, opens up policy space to further support growth," RBI Governor Sanjay Malhotra wrote in the minutes. Annual inflation fell to an eight-year low of 1.54% in September. The central bank has revised its inflation forecast for 2025–26 to 2.6%, down from 3.1% in August and 3.7% in June, while raising the GDP growth forecast to 6.8% from 6.5%.

印度央行行长表示，印度中央银行没有针对任何特定的卢比水平。印度央行行长桑杰·马尔霍特拉周三在国际货币基金组织和世界银行的一次活动中重申，印度央行不以卢比的任何价格水平为目标。

India cenbank does not target any specific rupee level, governor says.India's central bank does not target any price level on the rupee, governor Sanjay Malhotra reiterated at an International Monetary Fund and World Bank event on Wednesday.

印度失业率在连续两个月下降后，从8月份的5.1%微升至2025年9月的5.2%，符合市场预期。这一增长是由农村地区失业率上升（4.6%对4.3%）和城市地区失业率小幅上升（6.8%对6.7%）推动的。在女性中，城市地区的失业率从8.9%上升到9.3%，农村地区从5.2%上升到5.5%，而农村地区（4.7%对4.5%）和城市地区（6.0%对5.9%）的男性失业率都略有上升。尽管失业率上升，但就业率上升至52.4%，劳动力参与率攀升至55.3%，为4月以来的最高水平。

India’s unemployment rate rose slightly to 5.2% in September 2025 from 5.1% in August, in line with market expectations, following two consecutive months of declines. The uptick was driven by higher unemployment in rural areas (4.6% vs 4.3%) and a modest rise in urban areas (6.8% vs 6.7%). Among females, the rate increased to 9.3% in urban areas (from 8.9%) and 5.5% in rural areas (from 5.2%), while male unemployment saw moderate gains in both rural (4.7% vs 4.5%) and urban regions (6.0% vs 5.9%). Despite the rise in unemployment, the employment rate increased to 52.4% and the labor force participation rate climbed to 55.3%, marking their highest levels since April.

BSE Sensex指数周三上涨0.7%，收于82605点，为三个交易日以来的首次上涨，而Nifty 50指数上涨0.7%，至25324点，为约一个月来的最高水平。非银行金融类股表现最佳，Bajaj Finance（+4.1%）和Bajaj Finserv（+3.1%）领涨。雀巢印度（+4%）和HDFC人寿保险（+2.5%）在财报公布前也上涨。相比之下，ICICI Prudential在季度业绩令投资者失望后下跌1.4%。汽车板块也放弃了早盘涨幅，塔塔汽车（-0.9%）和马鲁蒂（-0.3%）收盘下跌。

The BSE Sensex rose 0.7% to close at 82,605 on Wednesday, marking its first gain in three sessions, while the Nifty 50 advanced 0.7% to 25,324, its highest level in about a month. Non-bank financial stocks were among the top performers, with Bajaj Finance (+4.1%) and Bajaj Finserv (+3.1%) leading the gains. Nestlé India (+4%) and HDFC Life Insurance (+2.5%) also finished higher ahead of its earnings report. In contrast, ICICI Prudential slipped 1.4% after its quarterly results disappointed investors. The auto sector also gave up early gains, with Tata Motors (-0.9%) and Maruti (-0.3%) ending lower.