10月13日 — 周二印度股市料将低开，投资者关注中东局势紧张及高企的原油价格，而零售通胀涨幅超预期加大了进一步加息的理由。
Oct 13 - Indian equities were poised for a muted open on Tuesday as investors monitored Middle East tensions and elevated crude oil prices, while a faster-than-expected rise in retail inflation strengthened the case for further interest rate hikes.
印度标准时间上午7:50，GIFT Nifty期货报22,423.5点，预示Nifty 50指数将平淡开盘，该指数周一收于22,363.35点。
GIFT Nifty futures were at 22,423.5 at 7:50 a.m. IST, indicating a muted start for the Nifty 50, which closed at 22,363.35 on Monday.
数据显示，印度9月零售通胀加速升至5.54%，高于预期，逼近央行6%的容忍上限，在伊朗战争和疲弱季风推高物价压力的背景下，这强化了进一步加息的理由。
India's retail inflation accelerated to a higher-than-expected 5.54% in September, data showed on Monday, edging close to the central bank's 6% upper tolerance band and bolstering the case for further rate hikes as the Iran war and a weak monsoon add to price pressures.
HST Wealth创始人兼首席执行官Hariselvan Radhakrishnan表示：“如果食品和能源价格维持高位，持续的价格压力可能强化进一步货币紧缩的理由，并令借贷成本维持在较高水平更长时间。”
"If food and energy prices remain elevated, persistent price pressures could strengthen the case for further monetary tightening and keep borrowing costs higher for longer," said Hariselvan Radhakrishnan, founder and CEO of HST Wealth.
伊朗战争已进入第八个月，布伦特原油期货继续维持在每桶105美元左右的高位。交易员评估沙特阿拉伯遭袭击带来的供应风险，同时权衡俄罗斯拟增供柴油的影响。[O/R] 周二早盘亚洲股市下跌逾2%，科技股占比重的韩国KOSPI指数暴跌6%。日本日经225指数下挫2.6%。[MKTS/GLOB] 在国内，印度储备银行收紧了卢比不可交割衍生品合约规则，将银行自有卢比货币对冲的20%现金准备金要求扩大适用。
The Iran war, now in its eighth month, continued to keep Brent crude futures elevated around $105 per barrel. Traders assessed supply risks from attacks on Saudi Arabia while weighing the proposed additional diesel supplies from Russia. [O/R] Asian stocks fell more than 2% in early trading on Tuesday, with tech-heavy South Korea's KOSPI sliding 6%. Japan's Nikkei sank 2.6%. [MKTS/GLOB] Back home, the Reserve Bank of India tightened rules on rupee non-deliverable derivative contracts, widening 20% cash reserve requirement to banks' own rupee currency hedges.
此举是央行自周六以来宣布的一系列旨在支撑卢比的最新措施，卢比因油价高企和资本外流而持续下跌。
The move is the latest in a slew of measures announced by the central bank since Saturday aimed at supporting the rupee, which has been falling due to steep oil prices and capital outflows.
根据临时数据，外国投资者周一净卖出印度股票170.8亿卢比（1.7834亿美元），标志着连续第12个交易日净卖出。
Foreign investors net sold Indian shares worth 17.08 billion rupees ($178.34 million) on Monday, as per provisional data, marking their 12th consecutive session of selling.
10月以来，他们已抛售价值49亿美元的股票，创下自6月以来最大单月抛售规模。
They have offloaded $4.9 billion worth of shares already in October, marking the biggest monthly selloff since June.
值得关注的股票 软件服务出口商 HCLTech 报告称，第二季度净利润增长 21.2%，超出预期，但由于地缘政治不确定性以及对人工智能主导的颠覆的担忧，其对全年收入增长持谨慎预期。 ICICI Prudential 资产管理公司公布，七月至九月期间收入增长超过 16%，同期利润增长 6.1%。 RBL 银行季度利润几乎翻三倍，得益于贷款增长提升；此外，在特别央行计划下提升的外币存款流入也增强了其资金基础。
STOCKS TO WATCH Software services exporter HCLTech reported a 21.2% jump in second-quarter net profit, surpassing expectations, but forecast cautious annual revenue growth due to geopolitical uncertainty and concerns over AI-led disruption ICICI Prudential Asset Management Company posts over 16% rise in revenue for July-September and a 6.1% increase in profit for the period RBL Bank's quarterly profit nearly triples, supported by higher loan growth, while inflows from foreign currency deposits raised under a special central bank scheme bolstered its funding base