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Trade-optimism indicators often lift macro-driven Canadian equities; a completed CEPA could improve growth expectations and exports, supporting EWC components. Historical parallels show trade deal progress spurring modest near-term gains in Canada-focused funds, contingent on ratification timing and tariff specifics.
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Canada sees a CEPA with India nearing completion by year-end, according to the trade minister. The deal could boost Canada-India trade flows and support export-heavy sectors, offering a constructive backdrop for Canadian equities. Market reaction hinges on the specifics of tariff reductions and ratification timing.
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