Tarrif war
TRUMP, TARIFF AND TEHELKA...
***** And Apparels-Gokaldas Exports, Arvind (-ve)
Trump imposes 25% Tariffs
Segment has largest exposure to US in terms of Exports
***** Industries, Navin Fluorine (-ve)
Trump Imposes 25% Tariffs
Refrigerant Players to be impacted most
***** IT Stocks (Neutral)
Tariff Impact:
IT not included as it’s a service-Beneficiary of dollar deprecation
Pharma stocks exempted from current announcement
***** Ancillaries, Engineering Goods, Gem and Jewellery (-ve)
Trade tariff impact of 25%
Bharat Forge, SAMIL, Motherson Sumi, Gokaldas Exports, ABB India
***** Exporters-Dixon Tech (-ve)
Tariff Impact
Trade value of $15 bn comes from India
Govt extends application deadline for the Electronics Components Manufacturing Scheme ( ECMS ) to 30th September 2025


















