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Indian equity markets to gain from global structural shifts: Report
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ICICI Securities report highlights India's equity markets benefiting from global structural shifts.
Geopolitical tensions and supply chain realignment are key drivers.
Long-term opportunities identified in sectors: manufacturing, defence, energy, and financials.
The 'new world order' creates structural advantages for India.
ICICI Securities expects the trend to sustain over time.
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Rajeev Chandrasekhar / Jupiter Capital interests historically