US-India Trade Deal: Market Giants Predict Boost for Key Sectors, Stocks

• Market experts Ramdeo Agrawal, Prashant Jain, and Vijay Kedia share insights on the US-India trade deal's impact.
• Ramdeo Agrawal calls the deal a "game-changer" for the market, potentially ushering in "Market 2.0" with increased exports and a shift in FII perspective.
• MOODY'S sees the deal as credit positive for labor-intensive sectors like gems, jewelry, and textiles due to US tariff reductions.
• Prashant Jain recommends large-cap stocks, particularly in pharma, and notes better risk-reward in large-caps over mid/small-caps. He expects benefits for auto ancillary and chemical sectors.
• Vijay Kedia advises long-term investment in India, highlighting opportunities in infrastructure stocks and emphasizing earnings for Corporate India.

Why It Matters: The US-India trade deal is seen as a market game-changer, boosting exports and favoring large-cap, pharma, and infrastructure stocks.