早上好！印度的增长前景依然保持韧性。国际货币基金组织已将其2027财年增长预测上调至7%，理由是国内需求强劲和服务业活动活跃，同时警告称，冲突、油价上涨以及全球经济更广泛的放缓对世界经济构成风险。战争仍然是能源市场的关键驱动力。美国总统唐纳德·特朗普表示，他不相信中国或俄罗斯正在帮助伊朗，认为两国若这样做将付出太大代价。
Good morning! India’s growth outlook remains resilient. The IMF has raised its FY27 growth forecast to 7%, citing strong domestic demand and services activity, while warning that the conflict, higher oil prices and a broader global slowdown pose risks to the world economy. The war remains a key driver for energy markets. US President Donald Trump says he does not believe China or Russia is helping Iran, arguing that both countries have too much to lose.
与此同时，Matrix Global首席执行官理查德·拉多格利亚预计，由于航运成本上升、炼油厂中断以及精炼产品短缺——尤其是柴油——原油价格将保持高位，市场压力将持续存在。市场正出现剧烈波动。在印度央行宣布新举措以遏制美元需求后，卢比对美元汇率应声上涨60便士，开盘报95.17卢比。HCLTech股价上扬，因其第二季度业绩超出预期，利润率表现良好，且公司上调了2027财年收入增长指引的下限。
Meanwhile, Matrix Global CEO Richard Radoglia expects crude prices to remain elevated as shipping costs, refinery disruptions and shortages of refined products, particularly diesel, keep pressure on the market. Markets are seeing sharp moves. The rupee jumped 60 paise to open at ₹95.17 against the dollar after the RBI announced fresh measures to curb dollar demand.HCLTech shares rallied after its Q2 results beat expectations on margins and the company raised the lower end of its FY27 revenue growth guidance.
然而，金银价格却出现回落，因美元走强以及对美国利率前景的不确定性压制了贵金属。在国内政治方面，拉胡尔·甘地正在接待印度联盟成员议员、民间社会代表和学生组织，共进高茶，并计划举行联合新闻发布会。与此同时，CJP领导人萨乌拉夫·达斯和阿舒托什·兰卡因试图进入詹塔尔曼塔尔而被德里警方拘留。特朗普不相信中国、俄罗斯在战争中援助伊朗美国总统唐纳德·特朗普周一晚间表示，他不相信中国和俄罗斯“完全”在帮助伊朗，并补充说，如果莫斯科和北京协助德黑兰，它们将“有太多东西要失去”。“如果他们真的在帮忙，那也只是非常低的程度，但我不相信他们在这方面有任何行动。”
Gold and silver, however, slipped as a firm dollar and uncertainty over US interest rates weighed on bullion. On the domestic political front, Rahul Gandhi is hosting INDIA bloc MPs, civil society members and student organisations for a high tea, with a joint press conference also planned. Meanwhile, CJP leaders Saurav Das and Ashutosh Ranka were detained by Delhi Police after attempting to enter Jantar Mantar. Trump does not believe China, Russia are helping Iran in warUS President Donald Trump said late on Monday that he did not believe China and Russia were helping Iran “at all”, adding that Moscow and Beijing had “too much to lose” if they enabled Tehran.“If they are, it’s at a very low level, but I don’t believe they are at all. They have too much to lose, and we would know about it, and know about it very fast,” Trump wrote.
他们有太多东西要失去，我们也会知道，而且会很快知道，”特朗普写道。更多内容原油展望：战争溢价和炼油厂中断导致价格保持高位，Matrix Global首席执行官表示。原油价格可能会保持高位，因为沙特-胡塞冲突、航运成本上升以及炼油厂中断继续对全球能源市场造成压力，Matrix Global首席执行官理查德·拉多格利亚表示。
More HereCrude oil outlook: War premium, refinery disruptions keep prices elevated, says Matrix Global CEOCrude oil prices are likely to remain elevated as the Saudi-Houthi conflict, rising shipping costs, and refinery disruptions continue to weigh on the global energy market, Richard Radoglia, CEO of Matrix Global, said.
尽管波斯湾的原油流通出现复苏迹象，但市场正面临精炼产品短缺，尤其是柴油，同时该地区货物的保险费用也在上升。更多内容国际货币基金组织将印度2027财年增长预期上调至7%，警告西亚冲突下全球经济放缓。国际货币基金组织将其对印度2027财年经济增长的预测从2026年7月《世界经济展望更新》中的6.4%上调0.6个百分点至7%，尽管油价上涨，但国内需求韧性和强劲的服务业活动继续支撑经济。
Despite signs that crude oil flows through the Persian Gulf are recovering, the market is facing a shortage of refined products, particularly diesel, alongside higher insurance premiums for cargoes travelling through the region. More HereIMF raises India’s FY27 growth forecast to 7%, warns of global slowdown amid West Asia conflictThe International Monetary Fund has raised its forecast for India’s economic growth in FY27 by 0.6 percentage point from its July 2026 World Economic Outlook Update to 7%, with resilient domestic demand and strong services activity supporting the economy despite higher oil prices.
国际货币基金组织还将其对印度2028财年增长的预测从2026年7月的6.7%上调0.3个百分点至7%。按日历年计算，国际货币基金组织预测印度经济将在2026年增长7.4%，在2027年增长7%。 “印度因上调预期而脱颖而出，这反映了持续的动力以及越来越多的证据表明，得益于有利的人口动态、庞大且不断扩大的国内市场以及持续的结构性改革，印度的增长潜力正在增强，”国际货币基金组织在其报告中指出。
更多内容HCLTech股价因Q2业绩后每股收益上调而上涨5%，同时带动其他IT股票上涨。HCLTech有限公司股票。
The IMF has also raised its India growth forecast for FY28 by 0.3 percentage point from July to 7%. On a calendar-year basis, it projects India’s economy to grow 7.4% in 2026 and 7% in 2027.“India stands out with upward revisions, reflecting sustained momentum and growing evidence of stronger growth potential supported by favorable demographic dynamics, a large and expanding domestic market, and continued structural reforms,” the IMF noted in its report.
10月13日周二，HCLTech股价最高上涨4%，原因是其第三季度业绩在利润率方面超出预期，同时公司将其固定汇率收入增长指引的下限从之前的1%上调至2.5%。HCLTech现在预计，在固定汇率基础上，其2027财年的收入增长将介于2.5%至4%之间，而此前的预测为1%至4%。更多内容Mitessh Thakkar看好PNB Housing、DRL和RBL Bank；认为Swiggy存在下行风险Mitessh Thakkar，Bonanza Portfolio零售研究总裁，建议做多PNB Housing Finance、Dr Reddy's Laboratories和RBL Bank，同时对Swiggy在短期内保持看空观点。
More HereHCLTech shares jump 5% on EPS upgrades after Q2 results, boosts other IT stocks as wellShares of HCLTech Ltd. gained as much as 4% on Tuesday, October 13, in response to its September quarter results, which were a beat on the margins front, and also resulted in the company raising the lower end of its constant currency revenue growth guidance to 2.5% from 1% earlier.HCLTech now expects revenue growth to be between 2.5% to 4% in financial year 2027 on a constant currency basis, compared to the earlier projection of 1% to 4%.More HereMitessh Thakkar bets on PNB Housing, DRL and RBL Bank; sees downside in SwiggyMitessh Thakkar, President – Retail Research at Bonanza Portfolio, has recommended long positions in PNB Housing Finance, Dr Reddy's Laboratories , and RBL Bank, while maintaining a bearish view on Swiggy for the short term.
更多内容卢比对美元升值60便士至95.17：解读RBI最新措施周二，印度卢比对美元升值60便士，开盘报95.17，而周一收盘为95.77。此前，印度储备银行宣布了额外措施以遏制美元需求并减轻国内货币压力。卢比的大幅升开紧随央行的一系列举措之后，这些举措旨在限制某些外汇交易并收紧与卢比挂钩的衍生品交易规则。
More HereRupee jumps 60 paise to 95.17 against dollar: RBI’s latest measures explainedThe Indian rupee appreciated 60 paise to open at 95.17 against the US dollar on Tuesday , compared with Monday’s close of 95.77, after the Reserve Bank of India announced additional measures to curb dollar demand and ease pressure on the domestic currency. The sharp opening gain follows a series of steps by the central bank to restrict certain foreign-exchange transactions and tighten rules governing derivatives linked to the rupee.
更多内容COMEX黄金、白银价格早盘下跌：原因在此10月13日周二，国际市场上的黄金和白银价格下跌，原因是美元走强以及市场对美联储利率前景的不确定性，在美通胀数据公布前对贵金属形成压力。COMEX黄金期货每盎司报价4,173.70美元，较前收盘价4,195.50美元下跌16.90美元，跌幅0.40%。更多内容COMEX白银期货下跌0.698美元，跌幅1.15%，至每盎司59.815美元，而前一收盘价为每盎司60.555美元。
More HereCOMEX gold, silver prices fall in early trade: Here's whyGold and silver prices fell in international markets on Tuesday, October 13, as a firm US dollar and uncertainty over the Federal Reserve’s interest-rate outlook weighed on precious metals ahead of US inflation data.COMEX gold futures were trading at $4,173.70 an ounce, down $16.90, or 0.40%, from the previous close of $4,195.50 an ounce. COMEX silver futures declined $0.698, or 1.15%, to $59.815 an ounce, compared with the previous close of $60.555 an ounce.
更多内容拉胡尔将于周二为INDIA阵营议员、民间社会成员和学生组织举办高茶会。消息人士称，人民院反对党领袖拉胡尔·甘地已邀请INDIA阵营议员、民间社会成员和学生组织于10月13日星期二在其住所参加高茶会。他们表示，INDIA阵营领导人还将在下午举行联合新闻发布会，随后在甘地位于Sunehri Bagh Road 5号的住所举行茶话会。
More HereRahul to host high tea for INDIA bloc MPs, civil society members, student organisations on TuesdayLeader of the Opposition in the Lok Sabha Rahul Gandhi has invited INDIA bloc MPs, civil society members and student organisations for a high tea at his residence on Tuesday, October 13, sources said. They said a joint press conference of INDIA leaders would also take place in the afternoon followed by tea at Gandhi’s 5, Sunehri Bagh Road residence.
更多内容CJP领袖索拉夫·达斯和阿舒托什·兰卡因翻越栅栏进入Jantar Mantar而被拘留。警方消息人士称，蟑螂人民党领袖索拉夫·达斯和阿舒托什·兰卡于周二在试图前往Jantar Mantar时被德里警察拘留。CJP创始人阿比吉特·迪普克在X平台上的一篇帖子中表示，包括阿金亚·辛德在内的其他几名团队成员也被拘留。迪普克说：“戴着三色旗的蟑螂今早悄悄溜进了Jantar Mantar，随后被德里警察带走。”
More HereCJP leaders Saurav Das, Ashutosh Ranka detained after jumping gate to enter Jantar MantarCockroach Janta Party leaders Saurav Das and Ashutosh Ranka were detained by Delhi Police on Tuesday while they were trying to reach Jantar Mantar, police sources said. In a post on X, CJP founder Abhijeet Dipke said several other team members, including Ajinkya Shinde, had also been detained." Cockroaches with the Tiranga sneaked into Jantar Mantar early this morning before they were picked up by Delhi Police," Dipke said.
更多内容节日期间出行成本上升：如何规划假期预算。许多乘客在返乡参加九夜节、杜尔迦节、排灯节和恰特节时发现旅行费用变得更高，有些人表示机票价格比去年高出一倍以上。对于计划将祭拜访问与休闲旅行结合的家庭来说，旅行费用上升使得在最终确定假期计划之前，必须考虑交通、住宿及其他开支。以下是如何做好规划并提前安排的方法。更多内容
More HereFestive travel is getting costlier: How to plan your holiday budgetTravelling home for Navratri, Durga Puja, Diwali and Chhath is becoming more expensive for many air passengers, with some reporting flight fares more than double those paid last year. For households planning festive visits alongside leisure trips, the higher cost of travel makes it important to account for transport, accommodation and other expenses before finalising holiday plans. Here's how to plan well and plan ahead. More Here