Скачать или смотреть India–US Trade Deal: Which Sectors Could Benefit & Why (Explained)

India and the US have announced a new trade deal framework that reduces US tariffs on several Indian goods and outlines higher Indian imports of select US products. In this video, we break down which sectors could benefit, how the impact flows through earnings, and what to watch next—in simple, sector-wise logic (not stock tips).

Account opening link: https://tinyurl.com/smkmou

Likely beneficiaries on the India export side (US market access / tariff relief)

Textiles & Apparel: improved price competitiveness; potential order diversion to India if relative tariffs improve.

Chemicals & Engineering Goods / Auto Ancillaries: better landed-cost competitiveness; watch whether any product lines remain under separate US tariff regimes.

Gems & Jewellery: typically sensitive to tariff changes and demand cycles; impact depends on category-wise tariff schedules.

Seafood (incl. shrimp): tariff relief can meaningfully shift exporter margins if demand holds.

IT / Digital Services (sentiment + services pathway): benefits are usually indirect (demand, visa/services negotiations) and can be slower-moving than goods.

SEBI-aligned disclaimer

This video is for educational information only. Not investment advice, not a recommendation to buy/sell/hold any security. Markets involve risk. Please do your own research and consult a SEBI-registered investment adviser before acting. I may discuss publicly available news and sector themes; any examples are illustrative.

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