印度BSE Sensex指数周四收于83311点，跌幅约0.2%，为10月中旬以来的最低水平，此前该指数连续第二天下跌。对持续的外国资金外流的担忧超过了将四家印度公司纳入MSCI全球标准指数的乐观情绪。与此同时，交易员们为更多的企业盈利结果做好了准备，而对正在进行的美印贸易谈判仍持谨慎态度。在数据方面，最终的PMI调查证实，印度服务业的增长在10月份放缓，但总体保持强劲。在股市方面，电网、Eternal、BEL、Bajaj Finance、ICICI Bank和NTPC是主要的落后者，跌幅高达3.1%。相比之下，亚洲涂料表现最佳，上涨4.7%，因为自11月24日起，它在MISCI全球标准指数中的权重更高。其他涨幅最大的公司包括信实工业（+1.5%）、马恒达和马恒达（+1%）、UltraTech水泥（+1%，塔塔咨询服务公司（+0.8%）和Maruti（+0.6%）。

India's BSE Sensex closed about 0.2% down at 83,311 on Thursday, its lowest since mid-October, after a choppy session that extended losses for a second straight day. Concerns over sustained foreign fund outflows outweighed optimism from the inclusion of four Indian companies in the MSCI Global Standard Index. Meanwhile, traders braced for more corporate earnings results, while caution persisted over ongoing US-India trade talks. On the data front, a final PMI survey confirmed growth of India’s services sector slowed in October, while remaining strong overall. On equities, Power Grid, Eternal, BEL, Bajaj Finance, ICICI Bank and NTPC were the major laggards, losing up to 3.1%. By contrast, Asian Paints emerged as the top performer, up 4.7%, as it gained higher weightage in MISCI's Global Standard Indexes effective November 24. Other top gainers included Reliance Industries (+1.5%), Mahindra & Mahindra (+1%), UltraTech Cement (+1%), Tata Consultancy Services (+0.8%) and Maruti (+0.6%).

印度储备银行抑制投机性押注，印度卢比将在窄幅区间交易。路透社对外汇分析师的一项调查显示，随着印度储备银行恢复定期干预货币市场以遏制剧烈波动，印度卢比兑美元在未来几个月将在窄幅区间内交易。

Indian rupee to trade in tight range as RBI chokes off speculative bets.The Indian rupee will trade in a narrow range against the U.S. dollar over the coming months, a Reuters poll of FX analysts showed, as the Reserve Bank of India reverts to regularly intervening in the currency market to curb sharp swings.

由于贬低偏见挥之不去，卢比避开了亚洲同行的涨幅。周四，印度卢比在进口商对美元的需求和积极的地区市场情绪之间保持稳定。收盘价接近前一天的水平。

Rupee sidesteps gains in Asian peers as deprecation bias lingers.The Indian rupee remained steady on Thursday, caught between importer demand for dollars and positive regional market sentiment. It closed near its previous day's level.

印度10年期G-Sec的收益率下跌约6.5%，在央行持续买入的情况下达到两周来的最低水平。来自保险公司、养老基金和印度储备银行等类别的投资者一直在稳步购买债券，仅在周二就购买了近500亿卢比，旨在支持市场并遏制收益率的上行压力。央行已表示对债券收益率上升的担忧，尽管政策利率下调，与美国国债的差距不断扩大，但债券收益率仍在上升，央行本周和下周正在与市场参与者进行讨论，以评估市场状况。现在人们的注意力转向周五拍卖价值3200亿卢比的10年期6.48%2035年新债券，该债券将取代目前的基准，并可能指导收益率的下一步走势。在政策方面，大多数市场参与者预计印度储备银行将在12月降息，在温和的通胀前景下，市场预计未来几个月将放松约20个基点。

The yield on India’s 10-year G-Sec dropped around 6.5%, hitting its lowest level in two weeks amid continued central bank buying. Investors from a category including insurers, pension funds, and the Reserve Bank of India have been steadily buying bonds, with nearly 50 billion rupees purchased on Tuesday alone, aiming to support the market and curb upward pressure on yields. The central bank has flagged concern over elevated bond yields, which have risen despite policy rate cuts and a widening gap with US Treasuries, and is holding discussions with market participants this week and next to assess market conditions. Attention now turns to Friday’s auction of the new 10-year 6.48% 2035 bond worth 320 billion rupees, which will replace the current benchmark and could guide the next move in yields. On the policy front, most market participants expect a December rate cut by the RBI, with the market pricing in roughly 20bps of easing in the coming months amid a benign inflation outlook.