[India's economy expanded at 7.8%](https://www.cnbc.com/2026/06/05/india-gdp-economy-oil-middle-east-disruption.html) beating forecasts, but the narrative is backwards. The beat happened *despite* Middle East disruption, not because of strength. When that war premium deflates — and it will — the growth story reverses into margin compression across the board. $HD already shows 7.2x leverage and 1.1x current ratio.

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