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Akhilesh Jat SEBI RA

10th Apr 2025 · SEBI-Registered Analyst

Which Stocks Are Likely to Surge After the 90-Day Tariff Pause

On April 9, U.S. President Donald Trump announced a 90-day "pause" on reciprocal tariffs for all countries except China. This unexpected move comes as a major relief after markets had plunged on April 2, following an aggressive tariff announcement. With tensions easing temporarily, global markets are likely to breathe a sigh of relief — and Indian markets, which remained closed on April 10 for Mahavir Jayanti, are set to react positively when they reopen tomorrow (April 11). The tech space may see strong interest with likely upside in

INFY
,
TCS
,
COFORGE
, and
HCLTECH
as improved global sentiment supports the sector. Auto component majors like
SONACOMS
and
MOTHERSON
could benefit from tariff relief expectations. In metals,
HINDCOPPER
,
HINDALCO
,
TATASTEEL
, and
JSWSTEEL
are poised to bounce back with renewed global demand hopes. Meanwhile, agri-export and seafood players like
AVANTIFEED
, Apex Frozen Foods, and Coastal Corp may also shine. Electronics and manufacturing-focused names like PG Electroplast,
KAYNES
, and
TATATECH
could attract investor attention. Additionally, textile and diversified players such as
GRASIM
,
TRIDENT
,
WELSPUNLIV
, and
VTL
are expected to be in focus. Disclaimer: This post is for informational purposes only and does not constitute investment advice.

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