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Indian metal stocks are poised for a favorable phase, driven by robust global demand for both precious and industrial metals, alongside supply constraints and supportive Indian policies. Copper, zinc, and aluminum are expected to see upside, with ferrous metals to follow, as China's demand and domestic protectionism bolster the sector.
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As Budget 2026 approaches amid geopolitical risks, investors anticipate policy clarity and potential capital gains tax relief. Despite muted returns, measured expectations create room for positive surprises, with domestic SIPs expected to continue their steady rise. Private sector banks are poised for growth as the interest rate cycle nears its end.
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Blue Origin will be focused on businesses and governments, while Starlink also offers services to individual customers.
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