Ep. 161: Trump tariffs' impact on the Indian market, sector-wise and medium/long term

* Sectors negatively affected. Pharma with $12.72 billion will be affected, textiles $4.3 billion, agri products $2.58 billion, jewelry $11.88 billion, autocomponents $2 billon may face 26%+auto specific 25%, chemicals $5.7 billion. Steel $475 million, with 26%+steel specific 25%, footwear $456 million

* Sectors positively affected (supply chain attraction): electronics and telecom $14.39 billion will benefit for 54% on china, engineering goods like turbines $7.1 billion because of china and vietnam, petroleum and minerals $3.33 billion, already negative tariffs

* Pharma has a specific carve out, and both apparel and footwear companies are struggling.

Here’s the notebookLM.google.com AI-generated podcast based on this audio.