印度贸易部长Piyush Goyal将于9月22日访问华盛顿，在上周重启谈判后，推进一项长期悬而未决的贸易协议。一份官方声明称：“代表团计划推进讨论，以期早日达成互利贸易协定。”。9月16日，美国助理贸易代表布伦丹·林奇在新德里会见了首席谈判代表拉杰什·阿格拉瓦尔率领的印度官员。在特朗普总统因俄罗斯石油采购对印度商品征收惩罚性关税而软化立场后，会谈被描述为“积极的”和“前瞻性的”。然而，目前尚不清楚印度是否会解决有争议的问题，如签证费上涨、限制俄罗斯石油进口的压力，或美国开放其农业和乳制品行业的要求。上个月，特朗普从8月27日起对印度进口商品征收25%的关税，将关税翻了一番，达到50%，这是华盛顿对莫斯科施压的一部分。

India’s Trade Minister Piyush Goyal will visit Washington today, September 22, to push forward a long-pending trade deal, following renewed talks last week. “The delegation plans to take forward the discussions with a view to achieving early conclusion of a mutually beneficial trade agreement,” an official statement said. On September 16, U.S. Assistant Trade Representative Brendan Lynch met Indian officials led by Chief Negotiator Rajesh Agrawal in New Delhi. Talks were described as “positive” and “forward-looking” after President Trump softened his stance following punitive tariffs on Indian goods over Russian oil purchases. However, it remains unclear whether India will address contentious issues such as visa fee hikes, pressure to curb Russian oil imports, or U.S. demands to open its agriculture and dairy sectors. Last month, Trump imposed a 25% levy on Indian imports from August 27, doubling tariffs to 50% as part of Washington’s pressure campaign on Moscow.

美元在美联储后反弹，风险规避，卢比准备走弱。周一，印度卢比开盘走低，受到美联储决定后美元反弹和疲软的风险情绪削弱对该货币需求的压力。

Rupee poised to weaken on dollar's post-Fed rally, risk aversion.The Indian rupee is poised for a weaker open on Monday, pressured by a post-Federal Reserve decision dollar rally and soft risk sentiment denting demand for the currency.

卢比将面临逆风，债券将关注供应发展。由于担心美国对H-1B签证征收高额税，印度卢比本周面临下行压力，这可能会影响印度IT公司的全球运营和出口。与此同时，受即将到来的借贷日历和央行为稳定债券市场而可能进行的干预的影响，印度政府债券收益率预计将在狭窄的范围内波动。

Rupee poised to face headwinds, bonds to eye supply developments.The Indian rupee faces downward pressure this week due to concerns over a steep U.S. levy on H-1B visas, potentially impacting Indian IT firms' global operations and exports. Meanwhile, Indian government bond yields are expected to fluctuate within a narrow range, influenced by the upcoming borrowing calendar and potential central bank intervention to stabilize the bond market.

印度股市周五收跌，停止了连续三个交易日的上涨，这是过去九个交易日中的第二次下跌，因为市场继续评估全球利率以及印度经济将如何应对美国的激进关税。BSE标准普尔Sensex指数下跌0.5%，至82626点，NSE Nifty 50指数下跌0.4%，至25327点。受美国同行强劲势头和国内基准借贷成本回落的支撑，科技行业的公司在过去两周为反弹设定了步伐后大多下跌。HCL Tech下跌1.6%，而Wipro和TCS均处于亏损状态。与此同时，ICICI银行、HDFC银行和Kotak Mahindra银行下跌近1%，领跌金融板块。反过来，在监管机构驳回了卖空者兴登堡研究报告中的部分指控后，以阿达尼为首的公司股价上涨。

Indian stocks closed lower on Friday to halt three consecutive sessions of gains and mark only the second loss in the last nine sessions as markets continued to assess global rates and how the Indian economy will fare against aggressive tariffs by the United States. The BSE S&P Sensex fell 0.5% to 82,626 and the NSE Nifty 50 dropped 0.4% to 25,327. Companies in the tech sector were mostly lower after setting the pace for the rallies in the last two weeks, supported by the strong momentum for their US counterparts and the pullback in benchmark borrowing costs domestically. HCL Tech fell 1.6%, while Wipro and TCS were both firmly in the red. In the meantime, ICICI Bank, HDFC Bank, and the Kotak Mahindra Bank fell close to 1% to lead the losses for the financial sector. In turn, companies led by Adani jumped after regulators dismissed a portion of allegations from the research report by short-seller Hindenburg.