周二早盘，BSE Sensex指数下跌309点，跌幅0.4%，至83227点，与前一交易日相比停止上涨，主要受金融服务、银行和汽车股的影响。金融服务指数下跌1.0%，受Bajaj Finance拖累，该公司下调资产增长预测后，尽管报告合并净利润激增23%，但该指数下跌超过7%。据CNBC报道，在有迹象表明印美贸易协议可能即将达成，以及美国参议院批准了一项结束政府停摆的法案后，这一下降抵消了积极情绪。然而，由于印度储备银行即将召开的会议上降息的希望越来越大，10月份通胀率将降至0.48%的预期，这是至少自2012年以来的最低水平，这有助于限制损失。其他早盘下跌股包括Bajaj Finserv（-6.8%）、塔塔汽车（-1.8%）和Titan（-1.1%）。

The BSE Sensex fell 309 points, or 0.4%, to 83,227 in morning trade on Tuesday, halting gains from the previous session, weighed mainly by financial services, banking, and auto stocks. The financial services index dropped 1.0%, dragged down by Bajaj Finance, which slumped over 7% after the company cut its asset growth forecast, despite reporting a 23% surge in consolidated net profit. The decline countered positive sentiment following signals that an India–US trade deal may be near and after the US Senate approved a bill to end the government shutdown, according to CNBC. However, expectations that October inflation will ease to 0.48%, the lowest level since at least 2012, helped limit losses, amid rising hopes of rate cuts at the RBI’s upcoming meeting. Other early decliners were Bajaj Finserv (-6.8%), Tata Motors (-1.8%), and Titan (-1.1%).

卢比出现区间交易，兑美元上涨6派萨至88.67。印度卢比小幅升值，上涨6派萨，兑美元汇率为88.67。这一增长得益于美元走软和积极的全球发展，包括美国政府关门法案的进展以及对潜在的美印贸易协议的乐观态度。

Rupee sees range-bound trade, rises 6 paise to 88.67 against US dollar.The Indian rupee saw a slight appreciation, gaining 6 paise to trade at 88.67 against the US dollar. This rise was bolstered by a weaker dollar and positive global developments, including progress on a US shutdown bill and optimism surrounding a potential US-India trade deal.

美国总统唐纳德·特朗普周二（当地时间）暗示，美国将与印度更接近达成贸易协议，并表示在某个时候，美国将降低对印度商品的关税。据《经济时报》报道，特朗普在塞尔吉奥·戈尔就任驻印度大使的宣誓仪式上发表了上述言论。特朗普在演讲中表示：“我们正在与印度达成一项协议，与以往大不相同……我们得到了一项公平的协议……我认为我们非常接近达成一项对所有人都有利的协议。”。后来，在椭圆形办公室对记者发表讲话时，特朗普回答了一个问题，即与印度的贸易协议有多接近，以及他是否会考虑降低对新德里的关税。他说：“现在，由于俄罗斯石油，印度的关税非常高，他们已经停止对俄罗斯石油征收关税。关税已经大幅降低。我们将降低关税。在某个时候，我们将降低它们。”。

US President Donald Trump on Tuesday (local time) hinted at coming closer to a trade deal with India, saying that at some point, the US would reduce tariffs on Indian goods. Trump made the remarks during the swearing-in ceremony of Sergio Gor as the Ambassador to India, according to the Economic Times. "We're making a deal with India, much different than we had….We're getting a fair deal..... I think we're pretty close to doing a deal that is good for everybody," Trump said in his speech. Later, while speaking to reporters in the Oval Office, Trump responded to a question on how close the trade deal is with India and whether he would consider lowering tariffs on New Delhi. "Well, right now, the tariffs are very high on India because of the Russian oil, and they've stopped doing the Russian oil. It's been reduced very substantially. We're going to be bringing the tariffs down. At some point, we're going to be bringing them down," he said.

印度卢比兑美元汇率在88.7左右几乎没有变化，处于横盘整理区间，因为美国总统特朗普对潜在的印美贸易协议的乐观评论提供了有限的支持。特朗普表示，美国即将达成一项协议，深化经济和安全关系，最终降低对印度商品的关税。然而，卢比的沉默反应反映了反复的类似声明和市场怀疑，交易员指出，卢比可能只有在交易敲定后才会做出反应。长期未达成协议影响了市场情绪，导致卢比今年表现不佳。与此同时，美元走强，寄希望于美国政府结束创纪录的长期停摆，这进一步增加了卢比的压力，卢比已经受到持续对冲需求和外国投资组合流入疲软的压力，尽管自9月下旬以来的市场干预帮助其保持在88.80的历史低点之上。

The Indian rupee was little changed around 88.7 per USD, trading in a sideways range, as upbeat comments from US President Trump on a potential India-US trade deal offered limited support. Trump said the US is close to a deal that would deepen economic and security ties and eventually lower tariffs on Indian goods. However, the rupee’s muted response reflects repeated similar statements and market skepticism, with traders noting the currency is likely to react only once a deal is finalized. The prolonged absence of an agreement has weighed on sentiment, contributing to the rupee’s underperformance this year. Meanwhile, the US dollar firmed on hopes for an end to the record-long US government shutdown, adding further pressure to the rupee, already strained by persistent hedging demand and muted foreign portfolio inflows, even as market interventions since late September have helped it hold above its record low of 88.80.