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India's BSE Sensex closed about 0.7% down at 84,404.5 on Thursday, pulling back from a 13-month high reached a day ago, led by tech and financials amid Fed Powell's hawkish signals. The US central bank cut rates by 25 bps, as expected, but hinted that the reduction could likely be the last one this year due to the lack of official data caused by the prolonged federal government shutdown. Market sentiment was also dented by fresh foreign fund outflows while investors cautiously weighed the outcome of the meeting between US President Trump and Chinese President Xi Jinping. Traders also focused on Q2 earnings, with ITC scheduled to release its report later in the day. Among main constituents, Bharti Airtel, PowerGrid, Tech Mahindra, Infosys and Bajaj Finance were the top laggards, shedding between 1% and 1.5%. By contrast, L&T, Bharat Electronics, Ultratech, Maruti Suzuki, and Adani Ports posted the biggest gains, up to 0.9%.

孟买敏感指数周四下跌593点，跌幅0.70%。领跌的是Bharti Airtel（-1.60%）、Tech Mahindra（-1.35%）和Power Grid（-1.24%）。涨幅最大的是Larsen&Toubro（0.79%）、雀巢印度（0.55%）和塔塔汽车（0.40%）。

In Mumbai, the SENSEX Index fell 593 points or 0.70 percent on Thursday. Leading the losses are Bharti Airtel (-1.60%), Tech Mahindra (-1.35%) and Power Grid (-1.24%). Top gainers were Larsen & Toubro (0.79%), Nestle India (0.55%) and Tata Motors (0.40%).

印度卢比因美联储的鹰派冲击和资金外流而跌至两周低点。印度卢比周四大幅下跌，达到两周来的最低点。这一下降是由美元需求增加和美联储的鹰派立场推动的。

India rupee falls to fortnightly low on Fed's hawkish jolt, outflows.The Indian rupee weakened significantly on Thursday, reaching its lowest point in two weeks. This decline was driven by increased dollar demand and a hawkish stance from the U.S. Federal Reserve.

10月下旬，印度10年期G-Sec的收益率升至6.5%左右，达到四周来的最高水平，追随美联储鹰派言论后美国收益率的飙升。美联储主席杰罗姆·鲍威尔的政策后言论抑制了对12月降息的预期，引发了美国国债的抛售，并推高了收益率。为了进一步限制上行空间，印度储备银行仍倾向于放松政策。本月早些时候，印度储备银行的会议记录显示，在温和的通胀前景下，降息的空间很大，9月份整体通胀率降至1.54%的八年低点，主要是由于食品价格下跌。交易员还指出，潜在的印美贸易协议可能会支持宽松政策的预期。市场参与者将密切关注印度储备银行即将进行的3200亿卢比债券发行，以获取需求线索。

The yield on India’s 10-year G-Sec rose to around 6.5% in late October, reaching its highest level in four weeks, tracking a surge in US yields following the Fed’s hawkish remarks. Fed Chair Jerome Powell’s post-policy comments dampened expectations for a December rate cut, triggering a sell-off in US Treasuries and pushing yields higher. Capping further upside, the Reserve Bank of India remains inclined to ease policy. Earlier this month, RBI minutes indicated room for rate cuts amid a benign inflation outlook, with headline inflation falling to an eight-year low of 1.54% in September, largely due to lower food prices. Traders also noted that a potential India-US trade deal could support expectations for easing. Market participants will closely monitor RBI’s upcoming 320 billion-rupee bond sale for cues on demand.