美国起诉后阿达尼集团股价暴跌，比特币价格飙升

在美国起诉董事长高塔姆·阿达尼和其他高管涉嫌贿赂印度官员后，阿达尼集团公司股价周四暴跌。

Fresh troubles have emerged for the Adani Group after nearly two years of US short-seller Hindenburg Research accusing the conglomerate of "brazen stock manipulation" and an "accounting fraud scheme." On Thursday, the US Department of Justice filed an indictment alleging that Gautam Adani, his nephew, and six others paid $265 million in bribes to Indian state officials, while misrepresenting this during fundraising efforts in the US. The revelation sent shockwaves through the markets, with Adani Group stocks tumbling and several hitting their lower circuits.

在美国卖空者兴登堡研究公司近两年指责阿达尼集团“公然操纵股票”和“会计欺诈计划”之后，阿达尼集团又出现了新的麻烦。周四，美国司法部提出起诉书，指控阿达尼的侄子高塔姆·阿达尼和其他六人向印度州官员行贿 2.65 亿美元，并在美国筹款活动中歪曲事实。这一消息震惊了市场，阿达尼集团的股票暴跌，部分股票跌至低位。

Meanwhile, India’s corporate performance in the September quarter painted a less rosy picture than the optimism surrounding the country’s growth story. Combined revenue for 3,832 BSE-listed companies grew at just 8.3% year-on-year—the slowest pace in four quarters—according to a Mint analysis. Net profits fared slightly better, rising 9.5%. However, this growth was largely propped up by the banking, financial services, and insurance (BFSI) sectors. Excluding BFSI, revenue growth slipped to 5%, while profit growth dwindled to 5.5%.

与此同时，印度九月季度的企业业绩描绘出的前景并不像围绕该国增长故事的乐观情绪那么乐观。根据 Mint 的分析，3,832 家 BSE 上市公司的合并收入同比仅增长 8.3%，为四个季度以来的最低增速。净利润表现略好，增长9.5%。然而，这种增长主要是由银行、金融服务和保险（BFSI）行业支撑的。剔除 BFSI 后，收入增速下滑至 5%，利润增速则降至 5.5%。

In other news, the Competition Commission of India (CCI) has slapped a penalty of ₹213 crore on Meta for alleged abuse of its dominant position through WhatsApp's 2021 privacy policy update. The CCI claims the update undermined users’ ability to opt out of data sharing with Meta's social media platform, Facebook. In addition to the fine, the regulator has directed WhatsApp to refrain from sharing user data with other Meta entities for advertising purposes for the next five years.

其他消息方面，印度竞争委员会 (CCI) 对 Meta 处以 21.3 亿卢比的罚款，原因是 Meta 涉嫌通过 WhatsApp 的 2021 年隐私政策更新滥用其主导地位。 CCI 声称此次更新削弱了用户选择退出与 Meta 社交媒体平台 Facebook 数据共享的能力。除了罚款之外，监管机构还指示 WhatsApp 在未来五年内不得与其他 Meta 实体共享用于广告目的的用户数据。

Furthermore, political parties in India are attempting to woo voters with various populist measures, including cash transfers to women, subsidized gas cylinders, and free electricity. These measures are adding stress to already strained state budgets. While the central government has also announced such populist measures, or freebies, they have managed to stay on the fiscal consolidation path. In contrast, state governments have seen a rise in their fiscal deficit as a percentage of GSDP in recent years, Mint reported.

此外，印度政党正试图通过各种民粹主义措施来吸引选民，包括向妇女提供现金转移、补贴气瓶和免费电力。这些措施给本已紧张的国家预算增添了压力。尽管中央政府也宣布了此类民粹主义措施或免费赠品，但他们仍设法坚持财政整顿的道路。据 Mint 报道，相比之下，近年来各州政府的财政赤字占 GDP 的比例有所上升。

Donald Trump’s victory in the US presidential election has reignited global fears of a potential trade war. Throughout his campaign, Trump repeatedly vowed to impose import tariffs, a promise that carries weight given his track record. During his previous term, average tariffs on Chinese and Indian imports into the US surged—doubling and tripling, respectively, to around 8% in 2019, according to a Mint report. This escalation sparked a trade war, with several countries imposing retaliatory tariffs on US goods. While services trade offers some relief, it is unlikely to fully offset the impact on goods trade.

唐纳德·特朗普在美国总统大选中的胜利再次引发了全球对潜在贸易战的担忧。在整个竞选过程中，特朗普多次发誓要征收进口关税，考虑到他的往绩，这一承诺具有分量。根据铸币局的一份报告，在他的上一任期内，中国和印度对美国进口产品的平均关税分别飙升了一倍和三倍，达到 8% 左右。这种升级引发了贸易战，多个国家对美国商品征收报复性关税。虽然服务贸易带来了一些缓解，但不太可能完全抵消对货物贸易的影响。

In an effort to expand the Prime Minister Internship scheme, the government is considering lowering the age criterion to 18–25 years, from the current 21-24 years, Mint reported. The scheme currently provides over 125,000 internship opportunities across 20+ sectors, offered by around 280 leading companies. It is restricted to applicants whose families earned less than ₹8 lakh in 2023-24 and do not have any member holding a permanent government job.

据 Mint 报道，为了扩大总理实习计划，政府正在考虑将年龄标准从目前的 21 至 24 岁降低至 18 至 25 岁。该计划目前提供超过 125,000 个实习机会，涵盖 20 多个行业，由约 280 家领先公司提供。它仅限于家庭在 2023-24 年收入低于 80 万卢比且没有任何成员担任长期政府工作的申请人。

Among listed hospitality companies, Tata Group-owned Indian Hotels Co Ltd (IHCL) has managed to stand out with its performance. The company's managing director and chief executive officer (CEO) Puneet Chhatwal aims to double the company's hotels and revenue by 2030 and achieve a return on capital employed of 20%-plus, Mint reported. While these targets may seem ambitious, IHCL has delivered in the past five years, with its share price surging over 400%.

在上市酒店公司中，塔塔集团旗下的印度酒店有限公司（IHCL）的业绩表现脱颖而出。据 Mint 报道，该公司董事总经理兼首席执行官 (CEO) Puneet Chhatwal 的目标是到 2030 年将公司的酒店和收入翻一番，并实现 20% 以上的资本回报率。尽管这些目标看似雄心勃勃，但 IHCL 在过去五年中已经实现了目标，其股价飙升超过 400%。

Finally, Trump’s pledge to support cryptocurrencies, marking a reversal of the US government’s previous hardline stance, has propelled Bitcoin to new heights following his victory. After its dramatic crash in 2019, Bitcoin has now surpassed the $97,000 mark and is expected to continue its upward trajectory.

最后，特朗普承诺支持加密货币，标志着美国政府此前的强硬立场的逆转，在他的胜利后将比特币推向了新的高度。经过 2019 年的剧烈暴跌后，比特币现已突破 97,000 美元大关，预计将继续其上涨趋势。