印度央行的远期账簿在六个月后扩大，因为它进行了卢比防御。周五公布的数据显示，印度央行在9月份将其美元远期空头头寸增加了60亿美元，这是六个月来首次增加，因为它加大了遏制卢比压力的力度。

Indian central bank's forward book expands after six months as it mounts rupee defense.India's central bank increased its short dollar forward positions by $6 billion in September, marking the first rise in six months, data released on Friday showed, as it intensified efforts to curb pressure on the rupee.

印度中央政府在2026财年上半年的预算赤字为5.73万亿卢比，比去年同期的4.75万亿卢比有所扩大，尽管赤字从前五个月的5.98万亿卢比有所下降。资金缺口相当于最新预算中年度估计的37%，比上个月的40%有所改善，因为企业适应了美国第一阶段的激进关税。政府总支出比上一年增长9.1%，达到23万亿卢比，而总收入增长5.7%，达到17.3万亿卢比。

The Indian central government recorded a budget deficit of INR 5.73 trillion in the first half of the 2026 fiscal year, widening from INR 4.75 trillion in the corresponding period of the previous year, despite bringing the deficit down from the INR 5.98 trillion from the first five months. The funding gap corresponded to 37% of annual estimates in the latest budget, improving from the 40% in the previous month, as businesses adapted to the first period of aggressive tariffs by the United States. Total government expenditure was 9.1% higher from the previous year at INR 23 trillion, while total receipts rose by 5.7% to INR 17.3 trillion.

印度BSE Sensex指数周五收于83938.7点，下跌约0.6%，为10月16日以来的最低水平，连续第二天下跌。外国资金外流、企业盈利喜忧参半以及美联储未来利率行动缺乏明确性继续给市场情绪带来压力。与此同时，美中贸易协议受到了谨慎的欢迎。Eternal、NTPC、Kotak Mahindra Bank、ICICI Bank、Bajaj Finserv、Power Grid、Trent和HDFC Bank是主要的落后者，跌幅在1%至3.5%之间。另一方面，巴拉特电子在其季度报告发布前和公司获得价值73.2亿卢比的额外订单后上涨了近4%。Larsen&Toubro、塔塔咨询服务公司和印度国家银行也是少数上涨股之一，涨幅在0.3%至1.1%之间。ITC周四公布强于预期的第二季度利润后上涨0.4%。该指数本周下跌0.3%，为五周来首次下跌，但本月上涨4.6%。

India's BSE Sensex closed about 0.6% down at 83,938.7 on Friday, the lowest since October 16, extending losses for a 2nd straight day. Foreign fund outflows, mixed corporate earnings and the lack of clarity on the US Federal Reserve's future rate action continued to pressure sentiment. At the same time, US-China trade deal was welcomed with caution. Eternal, NTPC, Kotak Mahindra Bank, ICICI Bank, Bajaj Finserv, Power Grid, Trent and HDFC Bank were the major laggards, shedding between 1% and 3.5%. On the flip side, Bharat Electronics added nearly 4% ahead of its quarterly report and after the company secured additional orders worth 7.32 billion rupees. Larsen & Toubro, Tata Consultancy Services and State Bank of India were also among the few gainers, adding between 0.3% and 1.1%. ITC rose 0.4% after reporting stronger-than-expected Q2 profit on Thursday. The index fell 0.3% for the week, its first decline in five weeks, but posted a 4.6% gain for the month.

卢比保持在国家银行美元销售的历史低点之上，本月持平。周五，印度卢比面临温和贬值，但在政府银行美元销售的推动下，它弹性地保持在历史最低点之上。该货币本月收盘时表现疲软，而印度股市也反映出类似的低迷。

Rupee holds above record low on state bank dollar sales, ends month flat.The Indian rupee faced a modest depreciation on Friday, yet it resiliently stayed above its all-time low, buoyed by dollar sales from government banks. The currency concluded the month on a subdued note, while the Indian equity markets reflected a similar downturn.