US-India Trade Deal Boosts Earnings for Select Sectors, Says Artha Bharat Founder

• Sachin Sawrikar, Founder of Artha Bharat Investment Managers, states the US-India trade agreement strengthens economic partnership and improves market access.
• The deal enhances earnings visibility for specific industries and integrates Indian companies into global supply chains, but it's not a broad-based game changer for equities.
• Impact is incremental and sector-specific, not a sweeping catalyst for overall earnings growth.
• The agreement supports higher cross-border investment flows and deeper institutional participation over time, constructive for the rupee.
• Export-oriented sectors like chemicals, specialty manufacturing, engineering goods, and technology services could see improved earnings visibility.

Why It Matters: The US-India trade deal offers targeted earnings boosts and strengthens economic ties, but isn't a broad market game-changer.