No Barriers, Only Business – Trump’s Push to Unlock US-India Trade

-> Positive Macro Impact: Export-oriented companies will benefit due to lower tariffs, faster clearance, and better margins. Strengthening of geopolitical and economic ties between US & India. Boost to Make in India + Global Supply Chain shift narrative. Sectors Likely to Benefit -> Pharmaceuticals & API Exporters US is India’s biggest pharma export destination. Elimination of FDA-related frictions or tariff barriers will boost margins & speed. Stocks to Watch:-

, , -> IT & Services Although service trade is less tariff-bound, easing compliance and data-transfer norms could be a side-benefit. -> Agro-Chemicals & Organic Chemicals India could see better access for agro-based products. Stocks to Watch:- KEEP THEM ON RADAR FOR THE NEXT WEEK