卢比开盘几乎没有变化，但美联储削减了赌注，地方减税提振了市场情绪。预计印度卢比周四开盘基本保持不变，而市场情绪将受到美元普遍走软和当地税务委员会对数百种消费品减税的支撑，这些减税预计将促进经济增长。

Rupee to open little changed but Fed cut wagers, local tax cuts buoy sentiment.The Indian rupee is expected to open largely unchanged on Thursday, while sentiment will be supported by a broadly softer dollar and a local tax panel's tax cuts on hundreds of consumer items that are expected to boost growth.

据《经济时报》报道，瑞士发表声明称，印度与欧洲自由贸易联盟（EFTA）的自由贸易协定将于10月1日生效。该协议首次包括关于贸易和可持续发展的具有法律约束力的条款。欧洲自由贸易联盟由冰岛、列支敦士登、挪威和瑞士组成。双方于2024年3月10日签署了《贸易和经济伙伴关系协定》（TEPA）。作为协议的一部分，印度在15年内获得了1000亿美元的投资承诺。其中，500亿美元将在第一个十年内投资，随后五年再投资500亿美元。这项投资预计将在印度创造100万个直接就业机会，这是印度任何贸易协定中的第一个此类承诺。

India's free trade agreement with the European Free Trade Association (EFTA) will come into effect on October 1, according to a statement by Switzerland, as reported by the Economic Times. The pact includes, for the first time, legally binding provisions on trade and sustainable development. The EFTA bloc comprises Iceland, Liechtenstein, Norway, and Switzerland. Both sides signed the Trade and Economic Partnership Agreement (TEPA) on March 10, 2024. As part of the deal, India secured an investment commitment of USD 100 billion over 15 years. Of this, USD 50 billion will be invested within the first decade, followed by another USD 50 billion over the subsequent five years. The investment is expected to generate one million direct jobs in India — marking the first such pledge in any of India's trade agreements.

印度BSE Sensex指数周三开盘不稳定，收盘上涨约0.5%，收于50567.7点，金属和消费类股上涨，寄希望于商品及服务税委员会会议的消费驱动刺激措施。为期两天的商品及服务税委员会会议于今天开始，预计将审议莫迪总理在独立日讲话中提到的几种产品的减税问题。积极的经济数据和稳定的外资流入也支撑了市场情绪。最终数据显示，在制造业和服务业强劲增长的推动下，印度私营部门的增长略有下调，但仍是17年来最强劲的增长。在主要推动因素中，塔塔钢铁领涨，因美元走软和中国削减钢铁产量的计划上涨5.9%。Titan、M&M、ITC、Eternal、印度国家银行和特伦特是其他赢家。然而，印孚瑟斯、NTPC、印度斯坦联合利华、TCS、阿达尼港口和巴蒂电信是最大的落后者。

India's BSE Sensex closed about 0.5% firmer at 50,567.7 after a volatile start on Wednesday, boosted by a rally in metals and consumer shares on hopes for a consumption-driven stimulus from the GST Council meeting. The two-day GST Council meeting began today and is expected to deliberate on rate cuts for several products, as flagged by Prime Minister Modi in his Independence Day address. Market sentiment was also supported by positive economic data and steady foreign inflows. Final data showed that India’s private sector growth was revised slightly lower but still marked the strongest expansion in over 17 years, driven by robust growth in both manufacturing and services. Among the key movers, Tata Steel led the gains, rising 5.9% on a weaker dollar and China’s plan to cut steel output. Titan, M&M, ITC, Eternal, State Bank of India, and Trent were among the other gainers. However, Infosys, NTPC, Hindustan Unilever, TCS, Adani Ports and Bharti Airtel were the biggest laggards.

尽管存在关税相关风险，但卢比连续第二天上涨，押注短期反弹。周三，印度卢比收盘走高，尽管大多数亚洲货币下跌，市场参与者押注该单位将在短期内复苏，而美元指数疲软和当地股市强劲也提振了市场情绪。

Rupee up for second day on bets of short-term rebound despite tariff-related risks.The Indian rupee ended higher on Wednesday even as most Asian currencies fell, with market participants betting on the unit staging a recovery in the near term, while weakness in the dollar index and strong local shares also aided sentiment.