India seen as safe haven amid global trade tensions and uncertainty; macro indicators remain strong.
Sensex target at 82,240 by end-2025; earnings recovery may take a few quarters, but falling yields support equities.
HDFC Life, Ujjivan SFB, GCPL, UPL, GAIL favored for structural growth or sector tailwinds.
Foreign inflows likely to persist, aided by a weaker dollar and softer inflation, says HSBC.
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