印度政府在2026财年的前四个月记录了4.68万亿卢比的预算赤字，比去年同期的2.77万亿卢比赤字有所扩大。这一结果扩大了印度财政背景恶化的势头，因为对增长的担忧和美国激进制裁的威胁促使印度政府在此期间增加了经济支持。政府支出为15.6万亿卢比，远高于上一年的13万亿卢比，而净税收收入为6万亿卢比，非税收收入为4万亿卢比。

The Indian government recorded a budget deficit of INR 4.68 trillion in first four months of the 2026 fiscal year, widening from the INR 2.77 trillion deficit in the corresponding period of the previous year. The result extended the momentum of deterioration in India's fiscal backdrop as growth concerns and threats of aggressive sanctions by the US drove the Indian government to increase economic support in the period. Government expenditure was at INR 15.6 trillion, sharply above the INR 13 trillion from the previous year, while net tax receipts were at INR 6 trillion and non tax receipts were at INR 4 trillion.

截至2025年6月的三个月里，印度国内生产总值比上一年增长了7.8%，比上一时期的7.4%有所加快，是五个季度以来最快的增长率，超过了市场6.6%的增长预期。结果表明，印度经济在2024年下半年放缓后延长了其牵引期，这得益于通货膨胀放缓和家庭购买力提高带来的消费者支出增加。在此期间，私人消费每年增长7%，政府支出增长7.4%，固定资本形成总额增长7.8%。与此同时，在美国政府的关税威胁下，净外部需求对GDP产生了负面影响，尽管燃料价格疲软，但进口每年仍激增10.9%，而出口则增长了6.3%。

The Indian gross domestic product expanded by 7.8% from the previous year in the three months to June of 2025, accelerating from the 7.4% in the previous period to mark the sharpest growth rate in five quarters and beat market expectations of a 6.6% increase. The result indicated that the Indian economy extended its period of traction following a slowdown in the second half of calendar 2024, supported by stronger consumer spending as inflation slowed and improved households' purchasing power. Private consumption expanded by 7% annually in the period, while government expenditure jumped by 7.4% and gross fixed capital formation expanded by 7.8%. In the meantime, net external demand contributed negatively to the GDP amid tariff threats by the US government, with imports surging by 10.9% annually despite softer fuel prices, while exports expanded a lower 6.3%.

印度BSE Sensex指数周五收于79809.65点，跌幅约0.3%，为5月初以来的最低水平，标志着连续第三个交易日下跌。市场情绪继续面临持续的外资外流和对本周早些时候美国对印度出口征收高额关税的日益担忧的压力。经济学家警告称，对印度商品征收25%的额外关税，使总征税率达到50%，如果继续实施一年，印度的GDP增长可能会减少60-80个基点。在数据方面，今天的焦点是印度第二季度国内生产总值和美国的一份关键通胀报告。在股市中，马恒达和马恒达领跌，跌幅近3%，紧随其后的是信实工业（-2.3%）。其他落后者包括印孚瑟斯、NTPC、塔塔汽车和Tech Mahindra。然而，ITC、Bharat Electronics、Trent和Larsen&Toubro取得了进步。本周，该指数下跌1.8%，为三周来的首次周跌幅。8月份，该指数也下跌了1.7%，这是连续第二个月下跌。

India's BSE Sensex closed about 0.3% down at 79,809.65 on Friday, its lowest since early May, marking the third consecutive session of losses. Market sentiment continued to face pressure from persistent foreign outflows and mounting concerns over steep US tariffs on Indian exports rolled out earlier this week. Economists warn that the additional 25% tariff on Indian goods, bringing the total levy to 50%, could shave 60–80 basis points off India’s GDP growth if it remains in place for a year. On the data front, the focus today was on India's Q2 GDP and a key US inflation report. Among equities, Mahindra & Mahindra led the declines with a nearly 3% drop, followed by Reliance Industries (-2.3%). Other laggards included Infosys, NTPC, Tata Motors, and Tech Mahindra. However, ITC, Bharat Electronics, Trent, and Larsen & Toubro advanced. For the week, the index posted a 1.8% decline, its first weekly drop in three weeks. It also fell 1.7% in August, the second consecutive monthly decline.

敏感指数降至79769.00点，为2025年5月以来的最低水平。在过去的4周里，敏感指数下跌了2.07%，在过去的12个月里，它下跌了3.12%。

SENSEX decreased to 79769.00 Index Points, the lowest since May 2025. Over the past 4 weeks, SENSEX lost 2.07%, and in the last 12 months, it decreased 3.12%.