印度BSE Sensex指数周二收于84628.2点，跌幅约0.2%，因该指数最近反弹至13个月高点后出现获利回吐，且在美联储政策结果公布前普遍持谨慎态度。消费者和IT行业拖累市场，而金属股上涨，因对潜在的美中贸易协议重新持乐观态度。在有报道称政府可能将国有银行的外资限额提高到49%后，公共部门银行也上涨了1.2%，创下历史新高。Trent、Tech Mahindra、Bajaj Finserv、HCL Technologies、Mahindra&Mahindra、ICICI Bank、BajajFinance和Tata Consultancy Services是主要的落后者，跌幅在0.8%至1.4%之间。相比之下，塔塔钢铁、Larsen&Toubro、印度国家银行、Kotak Mahindra银行的涨幅最大。值得注意的是，塔塔钢铁公司上涨近3%，此前Motilal Oswal将其从“中性”上调为“买入”，理由是国内前景强劲。

India's BSE Sensex closed about 0.2% down at 84,628.2 on Tuesday, as profit-taking set in after the index’s recent rally to a 13-month high and as caution prevailed ahead of the Fed's policy outcome. Consumer and IT sectors weighed on the market, whereas metal shares advanced amid renewed optimism over a potential US-China trade deal. Public sector banks also moved up, climbing 1.2% to record highs, following reports that the government could raise the foreign investment limit in state-run banks to 49%. Trent, Tech Mahindra, Bajaj Finserv, HCL Technologies, Mahindra & Mahindra, ICICI Bank, Bajaj Finance and Tata Consultancy Services were among the major laggards, shedding between 0.8% and 1.4%. By contrast, Tata Steel, Larsen & Toubro, State Bank of India, Kotak Mahindra Bank posted the biggest gains. Notably, Tata Steel surged nearly 3% gain, after Motilal Oswal upgraded it to "buy" from "neutral", citing a strong domestic outlook.

有利的利率前景和外汇管理刺激了印度债券的外资持有量创历史新高。印度政府债券的外资持股量创下历史新高，尽管央行保护卢比，投资者仍对其多元化价值和进一步降息的收益潜力进行了定价。

Favorable rate outlook, FX stewardship spur record high foreign ownership of India bonds.Foreign ownership of Indian government bonds touched a record high, with investors prizing their diversification value and potential for gains with more rate cuts, even as the central bank protects the rupee.

2025年9月，印度工业生产比上年增长4%，与8月份上调4.1%的数据一致，牢牢高于市场普遍预期的2.6%。这一增长标志着印度工业连续12个月增长，连续三个时期增长超过4%的门槛，为G20增长最快的经济体增添了更强劲的增长势头，并反映出对美国激进关税的一些弹性。制造业的产出加速（4.8%对8月的3.8%），相当于工业总产量的近80%。反过来，电力产量放缓（3.1%对4.1），采矿产量下降（-0.4%对6.6%）。

Industrial production in India expanded by 4% from the previous year in September of 2025, consistent with the upwardly revised, 4.1% increase in August and firmly above the market consensus of a 2.6%. The increase marked 12 consecutive months of growth in Indian industry with three straight periods of growth above the 4% threshold, adding to the stronger growth momentum for the G20's fastest growing economy and reflecting some resilience to the aggressive tariffs by the US. Output accelerated for manufacturing (4.8% vs 3.8% in August), which correspond to nearly 80% of total industrial production. In turn, output slowed for electricity (3.1% vs 4.1) and fell for mining (-0.4% vs 6.6%).

印度9月份工业产出保持不变，为4%。印度9月份工业产出保持不变，为4%

India Industrial Output remains unchanged at 4% in September.India Industrial Output remains unchanged at 4% in September