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bearish
Consumer Discretionary
Decoding Trump’s Reciprocal Tariffs: Limited Shock for India, Sector Rotation Ahead
Nimish has highlighted this Insight as a Top Pick
Thematic (Sector/Industry)
278 Views
03 Apr 2025 09:51
Trump's reciprocal tariff plan on Indian goods spares pharma and IT, impacting autos, textiles, chemicals, and solar exports. Investors may shift towards resilient sectors like pharma and IT.
What is covered in the Full Insight:
Introduction
Tariff Details and Impact on India
Sector Wise Analysis
India's Strategic Response
Investment Implications and Key Takeaways
SUMMARY
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