BSE Sensex指数周五上涨约1%，收于77500.6点，为三周来的最高水平，连续第四天上涨。IT、汽车和耐用消费品股领涨，这得益于经济调查中概述的对促增长预算和审慎财政政策的预期。该文件由财政部长Nirmala Sitharaman提交，预计26财年GDP增长率为6.3%-6.8%，在全球不确定性的情况下，今年的增长率预计将达到四年来的最低点，而通货膨胀预计将保持可控，消费稳定。与此同时，交易员们密切关注特朗普总统的关税威胁和企业持续盈利。Larsen&Toubro公布合并利润增长14%，新订单创纪录，而雀巢印度12月季度业绩达到预期，主要品牌健康增长。该指数每周上涨1.7%，但在1月份因持续的外资外流和盈利放缓而下跌0.8%。

The BSE Sensex rose about 1% to close at 77,500.6 on Friday, its highest level in three weeks and advancing for the fourth straight day. IT, auto, and consumer durable stocks led the charge, fueled by expectations of a pro-growth budget and prudent fiscal policies, as outlined in the economic survey. The document, presented by Finance Minister Nirmala Sitharaman, projects FY26 GDP growth at 6.3%-6.8%, with growth expected to hit a four-year low this year amid global uncertainty, while inflation is forecast to remain controlled and consumption stable. Meanwhile, traders monitored President Trump’s tariff threats and ongoing corporate earnings. Larsen & Toubro posted a 14% rise in consolidated profit and record new orders, while Nestle India’s December quarter performance met estimates, with healthy growth in key brands. The index recorded a 1.7% weekly gain but suffered a 0.8% loss in January, amid sustained foreign outflows and slowing earnings.

2024-25年4月至12月，印度的财政赤字略微收窄至9.14万亿卢比，低于上一财年同期的9.82万亿卢比。这一赤字目前占政府本财政年度预测的56.7%，而去年同期为55.0%。总支出增长5.8%，达到32.32万亿印度卢比，达到政府年度目标的67.0%，资本支出（侧重于基础设施发展）达到目标的61.7%。与此同时，收入增长11.9%，达到23.18万亿卢比，占年度目标的72.3%，净税收收入同比增长6.5%，达到18.43万亿卢比。印度的目标是在本财政年度结束时预算赤字为GDP的4.9%，尽管一些预测表明，由于支出低于预期，赤字可能会更小。

India's fiscal deficit narrowed slightly to INR 9.14 trillion in April-December 2024-25, down from INR 9.82 trillion in the same period of the previous fiscal year. This deficit now represents 56.7% of the government's projection for the current financial year, compared to 55.0% during the corresponding period last year. Total expenditure rose by 5.8% to INR 32.32 trillion, reaching 67.0% of the government's annual target, with capital expenditure—focused on infrastructure development—at 61.7% of its goal. Meanwhile, receipts grew by 11.9% to INR 23.18 trillion, or 72.3% of the annual target, with net tax receipts increasing by 6.5% year-on-year to INR 18.43 trillion. India aims to conclude the current fiscal year with a budget deficit of 4.9% of GDP, though some forecasts suggest it could be smaller due to lower-than-expected spending.

随着卢比压力的缓解，印度外汇储备停止了7周的暴跌。印度央行周五公布的数据显示，随着卢比压力的缓解，截至1月24日，印度外汇储备停止了连续七周的下跌，升至6295.6亿美元，接近11个月低点。

India's FX reserves halt 7-week losing spree as rupee pressure eases.India's foreign exchange reserves halted a seven-week losing streak and rose to $629.56 billion as of Jan. 24, coming off near 11-month lows, data from the central bank showed on Friday, as pressure on the rupee eased.

印度12月基础设施产出（同比）从之前的4.3%降至4%。印度12月基础设施产出（同比）从之前的4.3%降至4%

India Infrastructure Output (YoY) down to 4% in December from previous 4.3%.India Infrastructure Output (YoY) down to 4% in December from previous 4.3%