Sectors that can get benefits of 90 days tariff pause-

Here's a summary of the expected outcomes for various sectors in India following the 90-day pause on tariffs, along with stocks to watch in each sector: IT Sector: Companies like

, , , and HCL Tech may recover as fears of a U.S. recession diminish. Auto Components: and could see a rebound after previous declines. Metals: , , , and are expected to benefit from rising prices and reduced recession risks. Real Estate: , , and Realty may gain from positive sentiment and a recent RBI interest rate cut. Fishery: , Apex Frozen Foods, and Coastal Corp are likely to see a boost due to strong export exposure to the U.S. Solar EPC: Waaree Energies and Premier Energies will benefit from the tariff pause. Electronics: PG Electroplast, , and may experience growth as global brands source more from India. Textiles: Companies like , , , and may face mixed outcomes due to competition from imports. Pharmaceuticals: Currently exempt from tariffs, but uncertainty looms over future impacts. Automobile Industry: Facing significant challenges due to the 26% tariff on Indian imports. Manufacturing and General Exports: Encountering substantial hurdles as tariffs affect competitiveness. IT and Services: Relatively unaffected by the tariff changes, maintaining stability in the sector. Textiles: Potential impacts from increased competition due to tariff pauses on imports from countries like Vietnam and Bangladesh. Steel: Anticipated to face pressure as tariffs influence market dynamics and pricing strategies. Disclaimer- Investment in the share market is subject to market risk, and past performance is not indicative of future results. Recommendations are for informational purposes only and should not be considered as buy or sell advice.