印度股市大幅反弹，因伊朗发出外交信号后原油价格暴跌，卢比也走强。与此同时，ITC因香烟税收压力导致季度利润下降，资深律师达里乌斯·坎巴塔退出塔塔信托基金。本周即将公布的企业财报将如何塑造市场走势？
Indian equities rallied sharply as crude prices plunged following diplomatic signals from Iran, while the rupee gained ground. Meanwhile, ITC posted lower quarterly profit due to cigarette tax pressures, and senior advocate Darius Khambata exited Tata Trusts. Find out how upcoming corporate earnings will shape the market trajectory this week.
股指飙升1200点，卢比走强，油价暴跌6% 印度股市本周开局强劲，股指飙升1233点，Nifty指数上涨388点，重新夺回23400点关口。此次反弹与卢比回升同步，卢比兑美元汇率升至94.89，而布伦特原油价格下跌超过6%，此前伊朗表示愿意就结束西亚冲突进行对话，引发了对能源供应担忧缓解的希望。
Sensex jumps 1,200 points, rupee gains as oil prices slump 6% Indian equity markets began the week on a strong note, with the Sensex surging 1,233 points and the Nifty climbing 388 points to reclaim the 23,400 mark. The rally coincided with a recovery in the rupee, which strengthened to 94.89 against the US dollar, while Brent crude prices fell over 6% after Iran signalled openness to talks to end the West Asia conflict, raising hopes of easing energy supply concerns.
股指飙升1233点，Nifty重夺23400点：股市今日反弹的五大原因 股票基准指数周一（11月2日）开局强劲，股指飙升1233点至75693点，Nifty指数上涨388点，重新夺回23400点关口，报23441点。
Sensex surges 1,233 points, Nifty reclaims 23,400: 5 reasons why stock market rallied today The equity benchmark indices started the week on a strong note on Monday (November 2), with the Sensex surging 1,233 points to 75,693 and the Nifty gaining 388 points to reclaim the 23,400 mark at 23,441.
信实工业股价飙升8%：该股还能涨多高？ 卢比兑美元小幅升至94.89；此次反弹能否持续 印度卢比周一（11月2日）对美元开盘走高，延续了前一交易日急剧反转后的反弹。本币开盘报每美元94.89，而上周五（10月30日）的收盘价为94.95，升值6派。
Reliance Industries shares surge to 8%; here's how high the stock can go Rupee edges higher to 94.89 against US dollar; how sustainable is the recovery The Indian rupee opened higher against the US dollar on Monday, November 2, extending its recovery after a sharp reversal in the previous session. The domestic currency opened at 94.89 per dollar, compared with Friday's (October 30) closing level of 94.95, marking an appreciation of 6 paise.
印度储备银行远期美元头寸创纪录高达2392亿美元，因卢比承压 油价暴跌6%，因伊朗表示愿意就结束战争进行对话 油价周一延续跌势，布伦特原油下跌超过6%，此前伊朗最高领导人批准政府寻求对话，这可能有助于结束为期八个月的冲突，并缓解对西亚能源供应的担忧。
RBI's forward dollar position hits record $239.2 billion as rupee stays under pressure Oil prices slump 6% as Iran signals openness to talks to end war Oil prices extended losses on Monday, with Brent crude falling over 6% after Iran's supreme leader gave the government approval to pursue talks that could help end the eight-month conflict and ease concerns over energy supplies from the West Asia.
周二关注焦点 市场将关注ITC、Marico、Petronet LNG、CONCOR和Granules India等股票，因这些公司已发布9月季度业绩。ITC报告称，由于较高税收拖累其卷烟业务，利润同比下降20%，尽管其快消品收入增速触及14个季度高点。Marico和其他公司也出现在周一的业绩发布高潮中，而IDBI银行因拟议股份出售引发全国性罢工而继续受到关注。
What's on radar for Tuesday Markets will track stocks including ITC, Marico, Petronet LNG, CONCOR and Granules India following their September-quarter results. ITC reported a 20% year-on-year decline in profit as higher taxes weighed on its cigarette business, even as FMCG revenue growth touched a 14-quarter high. Marico and other companies also feature in Monday's earnings rush, while IDBI Bank remains in focus amid a nationwide strike over the proposed stake sale.
11月3日关注股票：ITC、Marico、CONCOR、Petronet LNG等 Petronet LNG、Marico、CONCOR、Granules India、PTC India和GSFC等股票有望在周二成为焦点，因这些公司已发布9月季度业绩，而IDBI银行将受到关注，因员工为反对拟议股份出售发起为期两天的全国性罢工。
Stocks to Watch for November 3: ITC, Marico, CONCOR, Petronet LNG and more Petronet LNG, Marico, CONCOR, Granules India, PTC India and GSFC are among the stocks likely to be in focus on Tuesday after reporting their September-quarter earnings, while IDBI Bank will be watched amid a two-day nationwide strike by employees opposing the proposed stake sale.
业绩中心：周一Q2业绩发布高潮，Marico、ITC、UPL等 11月以消费股密集发布业绩拉开序幕，Marico表现强劲领衔，ITC表现好坏参半，其卷烟业务继续承受较高税收的冲击。Reliance Industries（信实工业）也于10月30日周五凭借有史以来最佳季度表现抢尽风头，引发股价大幅上涨和分析师情绪转变。
Earnings Central: Monday's big Q2 results rush, with Marico, ITC, UPL and more November opened with a consumer-heavy earnings slate, led by strong performances from Marico and a mixed showing from ITC, where the cigarette business continued to feel the impact of higher taxes. Reliance Industries also grabbed the spotlight with its best-ever quarterly performance on Friday, October 30, triggering a sharp rally in the stock and a shift in analyst sentiment.
ITC第二季度利润下降20%，卷烟业务拖累，快消品增速创14季度新高 ITC报告称，9月季度净利润同比下降20.1%，因其卷烟业务在税收史无前例地大幅上调后继续承压。不过，公司非卷烟业务实现强劲增长，快消品收入增速达到14个季度高点。
ITC Q2 profit falls 20% as cigarette business weighs, FMCG growth hits 14-quarter high ITC reported a 20.1% year-on-year decline in net profit for the September quarter, as its cigarette business continued to face pressure following an unprecedented increase in taxes. However, the company's non-cigarette businesses delivered strong growth, with FMCG revenue growth reaching a 14-quarter high.
塔塔信托、特朗普、德里污染与机票新规 在今日头条新闻中，资深律师达留斯·坎巴塔决定不再寻求连任塔塔信托受托人，援引拉坦·塔塔之名，并将9月17日称为“耻辱日”。在美国，总统唐纳德·特朗普警告称，如果民主党在周二的中期选举中赢得国会控制权，他可能会动用否决权否决立法。与此同时，德里空气质量恶化，重新引发了关于限制非国六（BS-VI）排放标准车辆能否有效遏制污染的质疑，因为分级响应行动计划（GRAP）第二阶段已开始实施。
Tata Trusts, Trump, Delhi Pollution & Airfare Rules In today’s top stories, senior advocate Darius Khambata has decided not to seek another term as a trustee of Tata Trusts, invoking Ratan Tata and describing September 17 as a “day of infamy”. In the US, President Donald Trump has warned he could wield his veto power against legislation if Democrats win control of Congress in Tuesday’s midterm elections. Meanwhile, Delhi’s worsening air quality has renewed questions over whether restrictions on non-BS-VI vehicles can meaningfully curb pollution, as GRAP Stage II comes into force.
此外，中央政府出台了新的机票定价规则，保留了航空公司的定价自主权，同时保留了在特殊情况下为公共利益进行干预的权力。
Elsewhere, the Centre has introduced new airfare rules, retaining airlines’ pricing freedom while reserving the power to intervene in extraordinary situations in the public interest.
独家 | 达留斯·坎巴塔退出塔塔信托，援引拉坦·塔塔；称9月17日为“耻辱日” 据CNBC-TV18获悉，资深律师达留斯·坎巴塔将不再寻求连任多拉布吉·塔塔爵士信托（SDTT）和拉坦·塔塔爵士信托（SRTT）的受托人。
Exclusive | Darius Khambata exits Tata Trusts, invokes Ratan Tata; calls Sept 17 ‘a day of infamy’ Senior advocate Darius Khambata will not seek another term as a trustee of the Sir Dorabji Tata Trust (SDTT) and Sir Ratan Tata Trust (SRTT), CNBC-TV18 has learnt.
特朗普警告：若民主党赢得国会控制权，他可能否决其法案 美国总统唐纳德·特朗普表示，如果民主党在周二的中期选举中赢得国会控制权，他可能会成为“否决先生”，警告称他将拒绝签署反对党送交他的立法。
Trump warns he could veto Democrats’ bills if they win control of Congress US President Donald Trump said he could become “Mr. Veto” if Democrats win control of Congress in Tuesday’s midterm elections, warning that he would reject legislation sent to him by the opposition party.
德里污染：为何限制非国六车辆可能不够 德里最新出台的限制非国六（BS-VI）排放标准车辆的措施，使关注焦点重新聚焦到汽车尾气上，因为该城市正与日益恶化的空气质量作斗争。虽然让老旧车辆退出道路有助于减少排放，但专家认为，如果不解决其他污染源并改善公共交通，仅靠这一措施不太可能产生显著效果。
Delhi Pollution: Why restrictions on non-BS-VI vehicles may not be enough Delhi's latest restrictions on non-BS-VI vehicles have brought the focus back on automobiles as the city battles worsening air quality. While removing older vehicles from the roads can help reduce emissions, experts believe the measure alone is unlikely to make a significant difference without addressing other sources of pollution and improving public transport.
德里空气质量指数进入“严重”级别；分级响应行动计划第二阶段生效——现在有哪些禁令？
Delhi AQI enters 'very poor' category; GRAP Stage II enforced - What's banned now?
新的机票规则：政府获权在特殊情况下介入，以下是印度新航空规则的变化内容。印度新航空规则对航空公司票价披露提出了新要求，并赋予中央政府在公共利益下介入特殊情况的权力，同时航空公司仍保留确定票价的自由。
New airfare rules: Centre gets power to step in during extraordinary situations, here's what changes India's new aviation rules have laid down fresh requirements for airline fare disclosures and given the Central Government the power to intervene in extraordinary situations in the public interest, even as airlines retain the freedom to determine their tariffs.