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DEEPAK PAL

6th Aug 2025 · SEBI-Registered Analyst

ICICIBANK
SBIN
AXISBANK
KOTAKBANK
HDFCBANK

BANKBARODA
TATAMOTORS
BDL
KEI
FINCABLES
ASTRAL
TVSMOTOR
MAZDOCK
COCHINSHIP
ABB
BBL
HAVELLS
Why Did Trump Impose Extra Tariffs on India? And What Could Be the Impact on Indian Stock Market? Why the Extra Tariffs? 1-India’s Purchase of Russian Oil 2-Political Pressure Tactic 3-“America First” Policy Impact on Indian Stock Market: 1. Short-Term Pressure on Markets 2. Export-Oriented Stocks Under Pressure 3. Rupee Could Weaken 4. Some Sectors May Remain Resilient-(FMCG, Banking, Infra) Top 5 Indian Stocks Likely to Be Most Affected: Welspun India- 50%+ exports to U.S. Tata Motors (JLR)- Heavy dependence on U.S. luxury auto market K.P.R. Mill- 40% exports to U.S. Vaibhav Global- 65–70% revenue from U.S. Bajaj Auto- 20% exports to America What Should Investors Do? Expect short-term volatility in these export-focused stocks. Long-term investors may use dips to accumulate quality names via SIP or staggered entry. Look for diversified or domestic-focused stocks like HUL, ICICI Bank, L&T as safer bets in the current scenario.
HINDUNILVR
COLPAL
DABUR
PATANJALI
SBIN
ICICIBANK
AXISBANK
HDFCBANK
KOTAKBANK
RELINFRA
NBCC
IRB
Warning: Investment in stock market is subject to market risk please read all the related documents & Terms & conditions before investing. This view is for knowledge & educational purposes only, not trading advice., SEBI/BSE/NISM credentials do not assure returns.
SBIN
BANDHANBNK
INDUSINDBK
AUBANK
UJJIVANSFB
UTKARSHBNK
IDFCFIRSTB

#WatchOutFor#StockInNews#Pre-OpeningCommentary#TrendingSectors#EquityResearch
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