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Mayank Kumar

1st Aug 2025 · SEBI-Registered Analyst

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

AARTIIND

#FundamentalViews#TechnicalViews
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