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A US-Iran peace deal is stripping the geopolitical premium from crude, driving a systemic rotation into Indian cyclicals like infrastructure and aviation. While lower…
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Jun 16
·
15 min read
Crude Collapse via US-Iran Peace: Fueling India's Infra & Aviation Margin Expansion
A US-Iran peace deal is stripping the geopolitical premium from crude, driving a systemic rotation into Indian cyclicals like infrastructure and…
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