卢比触及三周低点，印度储备银行降息，贸易战打压市场情绪。印度卢比今日：周三，印度卢比下跌42派萨，至86.68/1美元，在全球贸易紧张局势和印度储备银行降息25个基点的情况下创下三周新低。债券收益率上升，交易员预计随着关税担忧的加剧，卢比将面临进一步压力。

Rupee hits three-week low as RBI rate cut, trade war weigh on sentiment.Indian rupee today:The Indian rupee fell 42 paisa to 86.68/$1 on Wednesday, hitting a three-week low amid global trade tensions and a 25-bps RBI rate cut. Bond yields rose, and traders expect further rupee pressure as tariff concerns mount.

周三，BSE Sensex指数收于73847.2点，下跌约0.5%，扭转了周二1.5%的涨幅，因为特朗普的关税生效后，全球出现抛售。美国最新的互惠关税，包括对中国进口商品征收104%的高额关税，于当天早些时候生效，让投资者担心其对通货膨胀、利率和全球增长的影响。与此同时，正如普遍预期的那样，印度储备银行连续第二次下调了关键政策利率，并将货币政策立场改为宽松。州长桑杰·马尔霍特拉（Sanjay Malhotra）对增长的担忧多于通胀，他将2025-26财年的GDP预测从6.7%下调至6.5%，并将通胀率从4.2%上调至4%。在企业方面，金融、制药和科技等行业受到重创，而耐用消费品则有所上涨。

The BSE Sensex closed about 0.5% down at 73,847.2 on Wednesday, reversing Tuesday's 1.5% advance, as a global sell-off ensued after Trump’s tariffs took effect. The latest U.S. reciprocal tariffs, including a hefty 104% levy on Chinese imports, took effect earlier in the day, leaving investors concerned about their impact on inflation, interest rates, and global growth. Meanwhile, the Reserve Bank of India reduced its key policy rates for the second straight meeting and also changed its monetary policy stance to accommodative, as widely expected. Governor Sanjay Malhotra expressed more concern over growth than inflation, lowering the GDP forecast for FY2025-26 to 6.5% from 6.7%, and revising inflation to 4% from 4.2%. On the corporate front, sectors like finance, pharmaceuticals, and tech were hit hard, while consumer durables saw gains.

孟买敏感指数周三下跌373点，跌幅0.50%。Wipro（-4.27%）、印度国家银行（-3.42%）和Tech Mahindra（-3.30%）领跌。涨幅最大的是雀巢印度（3.23%）、印度斯坦联合利华（2.61%）和泰坦公司（1.78%）。

In Mumbai, the SENSEX Index decreased 373 points or 0.50 percent on Wednesday. Losses were driven by Wipro (-4.27%), State Bank of India (-3.42%) and Tech Mahindra (-3.30%). Biggest rises came from Nestle India (3.23%), Hindustan Unilever (2.61%) and Titan Company (1.78%).

印度卢比继续下跌，跌至3月18日以来的最低点86.5美元以下，尽管受全球关税相关经济担忧的推动，油价下跌，美元走软。持续的贸易战导致外国资金持续从国内市场流出，进一步加剧了人民币的压力。与此同时，印度储备银行（RBI）在低通胀和经济活动疲软的共同作用下，连续降息，将回购利率从6.25%降至6%，这是人们普遍预期的。在一个关键的转变中，印度储备银行将其货币政策立场从“中性”转变为“宽松”，这意味着它可能会在未来降低利率以刺激经济增长，由于特朗普的关税，预计经济增长将进一步放缓。

The Indian rupee extended its decline, dropping below 86.5 per USD, its lowest point since March 18, despite falling oil prices and a weaker dollar, driven by global tariff-related economic concerns. The ongoing trade war has led to continued foreign fund outflows from the domestic market, further exacerbating pressure on the currency. Meanwhile, the Reserve Bank of India (RBI) delivered a widely anticipated back-to-back rate cut, lowering the repo rate from 6.25% to 6%, aided by a combination of low inflation and sluggish economic activity. In a crucial shift, the RBI moved its monetary policy stance from 'neutral' to 'accommodative', implying that it may reduce rates in the future to stimulate economic growth, which is projected to slow down further due to Trump’s tariffs.