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Aberdeen: India slowdown signs 2025 – vals pullback, but multi-yr bull
VanEck: India beyond hype – growth stocks lag Jan 2025, but resilient
BNP Paribas: Nifty 25,500 Mar 2026 base – 20x FY27 EPS
Deloitte: GDP 6.7% FY26, 7.3% FY27 – consumption, capex drive equities
Budget Feb 1: 10% capex to Rs 11.5L cr
Morgan Stanley: Sensex 93k Dec 2025 base, 107k bull
Nifty Dec series opens strong at 26,200 – JPM sees 26,500 by year
Q3 FY26 earnings kick off Jan 8: ICRA sees 8-10% rev growth
RBI MPC Dec 5: 25 bps cut to 5.25% almost locked
US sanctions force India to cut Russian oil
Russian crude loadings to India drop post-Nov 21 – Reliance confirms SEZ switch
CLSA: India saved just $2.5 bn from cheap Russian oil
India's Russian oil at risk 800k b/d – Nayara exception, MRPL margins hit?
Trump tariffs on India exports up 25% over Russian buys
Russian Urals $45/bbl Nov low – discounts double, silver lining for explorers
Dubai AI invite to Indians – stocks like Mindtree up?
Dubai inviting Indian startups for AI hub by 2031 – tech stocks alert
Indians top FDI in Dubai at $3 bn last year – which Indian stocks benefit most?
. Budget Feb 1: Fiscal Deficit 4.4% Target – Infra Stocks to Fly 15%?
Fed 25 bps Cut Dec 18 – EM Flows to India $10B Q1?
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