印巴冲突引发恐慌，外国银行抛售创纪录的印度国债

Group 1 - Foreign banks sold a record 106.3 billion rupees (approximately 1.2 billion USD) of Indian government bonds in a single day, marking the highest daily sell-off since records began in 2006 [1] - Despite the Reserve Bank of India (RBI) expecting interest rate cuts, the attractiveness of India as a "relatively safe" emerging market asset is being challenged by escalating border tensions [1] - Domestic banks in India continue to buy bonds, primarily for client accounts or their own trading books, indicating no significant outflow of dollars despite foreign selling [8] Group 2 - The Indian stock and bond markets have experienced declines for two consecutive days due to geopolitical tensions, with the benchmark 10-year government bond yield rebounding approximately 9 basis points after a nearly 30 basis point drop since February [2] - The RBI is expected to intervene to control market volatility, as past border conflicts have typically had a short-term impact on the Indian market [8] - The RBI is prepared to use foreign exchange reserves to maintain currency stability amid escalating tensions between India and Pakistan [8]