大跌！印度发动袭击

Core Viewpoint - Foreign banks have sold a record amount of Indian government bonds due to escalating tensions between India and Pakistan, impacting investor sentiment and leading to declines in both the Indian stock and bond markets [1][2]. Group 1: Foreign Asset Sell-off - On May 8, foreign banks net sold 106.3 billion rupees (approximately 9 billion yuan) of Indian government bonds, marking the highest level since 2006 according to Indian clearing company data [2]. - The Indian SENSEX30 index dropped 1.7% at one point on May 9, closing down 1.1%, following a previous decline of 0.51% [2]. - The yield on India's 10-year government bonds rose to 6.54%, reversing recent gains driven by central bank interventions [2]. Group 2: Escalating Conflict - On May 8, the Indian armed forces launched attacks on multiple Pakistani air defense systems, while Pakistan reported shooting down several Indian drones [5]. - The conflict has resulted in civilian casualties, with reports indicating that Indian drone incursions have led to deaths and injuries in Pakistan [5][6]. - Indian Prime Minister Modi emphasized the government's commitment to national security and operational readiness amid the ongoing tensions [6]. Group 3: International Reactions - U.S. Vice President Kamala Harris stated that the conflict between India and Pakistan is fundamentally not a U.S. issue, advocating for de-escalation [7]. - Pakistan's Prime Minister Shahbaz Sharif condemned India's military actions, which he claimed resulted in significant civilian casualties [8]. - U.S. Secretary of State Marco Rubio expressed concern over the situation and highlighted the need for cooperation between India and Pakistan to ease tensions [9][10].