India-US Trade Deal: Key Sectors and Stocks Poised for Growth as Tariffs Ease

• The India-US trade deal reduces tariffs on Indian exports from 50% to 18%, restoring pricing power and improving margin visibility for businesses.
• Textiles and apparel companies like Raymond Lifestyle, Indo Count, Welspun Living, and Gokaldas, with significant US market exposure, are major beneficiaries.
• Food and agriculture sector, particularly LT Foods, expects a positive reversal of margin pressure due to reduced duties.
• Automotive and auto-ancillary firms such as Bharat Forge, Balkrishna Industries, and Sona Comstar will see improved competitiveness and order flow.
• EMS/Electronics (Avalon, Dixon) and Chemicals (Atul, Vinati, Navin Fluorine) sectors are also set to gain from the tariff reduction.

Why It Matters: Reduced tariffs in the India-US trade deal will significantly boost Indian exports across multiple key sectors.