EPI, SMIN, GLIN: IMPLICATIONS FOR INDIA OF RUSSIAN OIL SANCTIONS
By Nigam Arora
Editor’s note: This signal was published on October 23, 2025, in ZYX Emerging Alert for paid members.
Russian Oil
Please start out by reading the Morning Capsule published on October 23rd.
Here are the key points:
- India imports 38% of Russia’s oil.
- India is reportedly getting a 15% – 25% discount over the market price.
- If India is not able to import oil from Russia, this is negative for India.
- If India stops importing oil from Russia, the 50% tariffs will likely be lifted. This is positive for India.
Very Long Term
For the very long term, India continues to be one of the best opportunities for investors.… Please click here or the title below to read more.
October 28, 2025