India–US Trade Deal: Exporters Back in Focus

Large parts of the India–US trade agreement are reportedly finalised, with negotiations resuming today in New Delhi. If the remaining issues are resolved, export-oriented sectors could see a fresh rerating. Textiles, specialty chemicals, auto ancillaries and select manufacturing names may benefit from better market access and improved trade visibility. Stocks like $BHARATFORG, $DIXON, $PIIND and $WELENT Living could stay on investors' radar.