交易员表示，印度储备银行可能会出售美元以支持卢比。印度储备银行（RBI）可能在周五干预外汇市场，以提振卢比，卢比兑美元汇率开盘几乎持平，为87.60。这一行动是在对美国潜在贸易关税和印度股市持续的外国投资组合外流的担忧之际采取的。

RBI likely selling dollars to support rupee, traders say.The Reserve Bank of India (RBI) likely intervened in the foreign exchange market on Friday to bolster the rupee, which opened nearly flat at 87.60 against the dollar. This action comes amid concerns over potential U.S. trade tariffs and continuous foreign portfolio outflows from Indian equities.

卢比因关税担忧和持续资金外流而阴云密布。预计印度卢比周五开盘将略有走弱，交易员预计，由于担心美国对印度出口征收高额关税和投资组合持续外流的影响，该货币在短期内将保持贬值倾向。

Clouds gather over rupee on tariff worries, persistent outflows.The Indian rupee is expected to open slightly weaker on Friday, with traders expecting the currency to hold a depreciation bias in the near term amid worries over the impact of steep U.S. tariffs on Indian exports and persistent portfolio outflows.

印度BSE Sensex指数在7月最后一个交易日大幅下跌，收于81185.6点，跌幅约0.4%，此前美国总统唐纳德·特朗普出人意料地宣布对印度出口产品征收25%的关税，并对购买俄罗斯原油和军事装备加上未指明的罚款。印度现在面临着美国最严厉的关税制度之一，这是双边关系的一个重大挫折，特别是在早些时候的迹象表明即将达成贸易协议之后。除快速消费品外，所有主要行业都面临压力，制药、金属和能源成为最大的输家。美联储的谨慎语气也给市场情绪带来了压力，这让9月份放松政策的希望变得渺茫。在单一股票中，塔塔钢铁、太阳制药、NTPC、阿达尼港口、信实和亚洲涂料的跌幅最大，在1%至近3%之间。涨幅最大的公司包括印度斯坦联合利华（+3.6%），其次是Eternal（+1.6%）。本月，该指数下跌2.9%，为五周来首次下跌。

India's BSE Sensex trimmed steep early losses to close about 0.4% down at 81,185.6 on the last trading day of July, following US President Donald Trump's surprise announcement of a 25% tariff on Indian exports plus an unspecified penalty for buying Russian crude oil and military equipment. India now faces one of the steepest US tariff regimes - a significant setback in bilateral relations, particularly after earlier signs pointed to an imminent trade deal. All major sectors, except FMCG, came under pressure, with pharma, metal, and energy emerging as the top losers. The Fed's cautious tone, which dimmed hopes of policy easing in September, also pressured sentiment. Among single stocks, Tata Steel, Sun Pharma, NTPC, Adani Ports, Reliance and Asian Paints were the biggest laggards, shedding between 1% and nearly 3%. Top gainers included Hindustan Unilever (+3.6%), followed by Eternal (+1.6%). For the month, the index posted a 2.9% decline, marking the first loss in five weeks.

由于关税打击和投资组合外流，卢比遭受了自2022年以来最严重的月度跌幅。周四，印度卢比遭遇了近三年来最严重的月度下跌，受美国关税担忧和持续的投资组合外流的影响，交易员和分析师认为，短期内该货币几乎没有缓解。

Rupee suffers worst monthly drop since 2022 on tariff blow, portfolio outflows.The Indian rupee suffered its worst monthly drop in nearly three years on Thursday, weighed down by U.S. tariff concerns and persistent portfolio outflows, with traders and analysts seeing little relief for the currency in the near term.