印度BSE Sensex指数周五收于84058.9点，上涨约0.4%，创下2024年10月以来的新高，并将连胜纪录延长至四个交易日。市场情绪受到对即将与美国达成贸易协议的乐观情绪、地缘政治紧张局势的缓解和新的外国资金流入的支撑。唐纳德·特朗普总统暗示，在美国与中国达成新协议后，将与印度达成“非常大”的贸易协议。与此同时，印度储备银行建议银行在最近降息50个基点后降低贷款利率，并在其6月份的公告中指出，政策顺利传导的条件仍然有利。亚洲涂料、UltraTech水泥、电网、ICICI银行、信实工业、印度斯坦联合利华、巴拉特电子和太阳制药是主要上涨股。相比之下，Axis Bank、Eternal、Trent、Bajaj Finance和Titan属于落后者。本周，该指数上涨2%，连续第二周上涨，主要受地缘政治情绪改善的推动。

India's BSE Sensex closed about 0.4% up at 84,058.9 on Friday, setting a new high since October 2024 and extending its winning streak to four sessions. Market sentiment was supported by optimism around an imminent trade deal with the US, easing geopolitical tensions and fresh foreign inflows. President Donald Trump has hinted at a “very big” trade agreement with India following the United States' new deal with China. Meanwhile, the RBI advised banks to reduce lending rates after its recent 50-basis-point cut, noting in its June Bulletin that conditions remain favorable for smooth policy transmission. Asian Paints, UltraTech Cement, Power Grid, ICICI Bank, Reliance Industries, Hindustan Unilever, Bharat Electronics and Sun Pharma were among the major gainers. In contrast, Axis Bank, Eternal, Trent, Bajaj Finance and Titan were among the laggards. For the week, the index posted a 2% gain, the second consecutive weekly increase, largely driven by improving geopolitical sentiment.

随着美元再次陷入困境，卢比创下两年多来最好的一周。印度卢比经历了自2023年1月以来的最佳一周，伊朗-以色列停火使油价降温，削弱了避险美元需求，而对美联储未来独立性的担忧增加了美元的压力。

Rupee posts best week in over two years as dollar's struggles resurface.The Indian rupee had its best week since January 2023, as an Iran-Israel ceasefire cooled oil prices and sapped safe-haven dollar demand, while worries over the Federal Reserve's future independence added pressure on the greenback.

外国和国有银行对美元的出价限制了卢比的上行空间。周五，印度卢比小幅走高，因美元面临对美联储未来独立性的担忧，以及对美国基准利率下调的预期加剧。

Rupee's upside capped by dollar bids from foreign and state-run banks.The Indian rupee edged higher on Friday as the dollar grappled with concerns over the future independence of the Federal Reserve and heightened expectations of cuts to U.S. benchmark interest rates.

周五早盘交易中，印度股市上涨84点，涨幅0.1%，至83850点，标志着连续第四个交易日上涨。BSE Sensex指数徘徊在10月初以来的最高水平附近，追随华尔街隔夜的反弹，这是由地缘政治紧张局势缓解、科技行业大幅上涨以及降息的新希望推动的。强劲的国内经济数据支撑下，持续的外资流入进一步支撑了市场情绪。此外，美国商务部长霍华德·卢特尼克发表声明称，美国即将与印度敲定贸易协议，这进一步提振了投资者的信心。金属和科技股领涨，阿达尼港口（+1.7%）、电网（+1.3%）、印度国家银行（+1.2%）、亚洲涂料（+1.1%）和塔塔汽车（+0.9%）表现突出。本周，该指数有望上涨1.7%，这将是连续第二周上涨，主要受地缘政治情绪改善的推动。

Equities in India rose 84 points, or 0.1%, to 83,850 in early deals on Friday, marking the fourth consecutive session of gains. The BSE Sensex hovered near its highest level since early October, tracking a rally on Wall Street overnight driven by easing geopolitical tensions, a sharp rise in the tech sector, and renewed hopes of an interest rate cut. Sentiment was further supported by continued foreign inflows, underpinned by strong domestic economic data. Additionally, a statement from US Commerce Secretary Howard Lutnick that the US is close to finalizing a trade deal with India further boosted investor confidence. Metals and tech stocks led the gains, with notable performances from Adani Ports (+1.7%), Power Grid (+1.3%), State Bank of India (+1.2%), Asian Paints (+1.1%), and Tata Motors (+0.9%). For the week, the index is on track for a 1.7% gain, which would mark the second consecutive weekly increase, largely driven by improving geopolitical sentiment.