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Yesterday, I mentioned that there would only be a knee-jerk reaction in the market in the morning due to Trump's tariff. The market is expected to trade normally from tomorrow. As I said in my post yesterday, the impact of this tariff was already discounted.
" Axiscades Technologies " Multibagger stock strong recovery after revieving two big orders..🚀
"AXISCADES TECHNOLOGIES" Multibagger stock again secures new Rs. 680 Cr defense contracts for radar and sonar systems over 2-5 years.🚀
💥Here is the complete list of Indian companies that could be impacted by the 25% US tariff hike. 💥
Textiles & Apparel (Largest exposure: $25B exports to US):
KPR Mill
Vardhman Textiles
Arvind Ltd
Page Industries
Gokaldas Exports
Welspun India
Kitex garment
Electronics & Consumer Durables (~$15B exports to US):
Dixon Technologies
Amber Enterprises
Bharat FIH (Foxconn India)
Syrma SGS Technology
Kaynes Technology
Auto Ancillaries & Industrials:
Motherson Sumi / Samvardhana Motherson
Sundram Fasteners
Bharat Forge
Bosch India
Endurance Technologies
Machinery & Engineering:
L&T
BHEL
Thermax
ABB India
Havells / Polycab (via cables, switchgear exports)
Agro Exports:
KRBL
LT Foods
Avanti Feeds
Apex Frozen Foods
Kohinoor foods
Gems & Jewellery:
Titan Company
PC Jeweller
Rajesh Exports
Kalyan Jewellers
Goldiam International
💥Here is the complete list of Indian companies that could be impacted by the 25% US tariff hike. 💥
Textiles & Apparel (Largest exposure: $25B exports to US):
KPR Mill
Vardhman Textiles
Arvind Ltd
Page Industries
Gokaldas Exports
Welspun India
Electronics & Consumer Durables (~$15B exports to US):
Dixon Technologies
Amber Enterprises
Bharat FIH (Foxconn India)
Syrma SGS Technology
Kaynes Technology
Auto Ancillaries & Industrials:
Motherson Sumi / Samvardhana Motherson
Sundram Fasteners
Bharat Forge
Bosch India
Endurance Technologies
Machinery & Engineering:
L&T
BHEL
Thermax
ABB India
Havells / Polycab (via cables, switchgear exports)
Agro Exports:
KRBL
LT Foods
Avanti Feeds
Apex Frozen Foods
Gems & Jewellery:
Titan Company
PC Jeweller
Rajesh Exports
Kalyan Jewellers
"List of sectors that will be impacted due to Trump's tariff, which export significantly to the U.S. market."
Today, FII selling was limited, which is why the market remained neutral.
Donald Trump has imposed a 25% tariff on India, which may trigger a knee-jerk reaction in tomorrow’s market. However, I don’t expect a major impact, as this development was largely factored in earlier. Sectors like automobiles, auto parts, solar modules, smartphones, electronics, marine products, dairy, processed foods, and gems & jewellery are likely to be affected due to the tariff. Stocks in these sectors, especially those with significant exposure to the U.S. market, may see a decline tomorrow.
The U.S. had initially imposed a similar tariff on Japan but later reduced to 15%. I believe that after negotiations, the tariff on India may also be lowered .
Pharmaceuticals, semiconductors, and critical minerals have been exempted from the new tariffs.
FED meeting is scheduled for tonight, where a decision on a potential rate cut will be made. Powell’s forward guidance on future rate cuts will be crucial for market direction.
Trump slaps 25% tariffs on ‘friend’ India starting August 1, plus ‘penalty’ for ‘buying Russian oil’ | Today News https://share.google/8oBvZL7ww1s1yp2NK
"Advait Energy" a battery energy storage systems stock, continues to outperform.🚀
"Transrail Lighting" , a multibagger stock, is showing strong recovery after a sharp fall caused by the recent market crash.🚀🚀
"Rajesh Power," a multibagger stock, getting ready for breakout. Stock remained steady at higher levels and did not decline during the recent market crash. 🚀🚀
" Hind Rectifiers " strong move after posting outstanding Q1 result..🚀
" Axiscades Technologies " Hit 5% upper circuit after revieving 600Cr order..🚀
No rate cut in the US means no bull run.
"AXISCADES Technologies " Secures Strategic Defence Electronics Orders Worth ₹600 Crore Across Airborne, Naval, and Radar Programs.
FII selling continues non-stop, but today the DII absorbed the selling, which is why we saw some recovery in the market. I have already explained what is likely to happen—FIIs are expected to continue selling in the coming days as they have found a new investment destination in the Chinese market.However, whenever DII buying manages to absorb the FII selling, we may see temporary recoveries in our market.
This is the final phase of the bear market, where the market moves down slowly under FII pressure. During this phase, some stocks may correct further while others may show signs of recovery. The coming days will be challenging for investors.
However, sectoral momentum will still be visible in the market due to selective DII buying. For instance, today we witnessed strong moves in agrochemical and fertiliser sector stocks. Which sector will lead the next bull run is still uncertain, as sector rotation continues. The defence sector, which rallied strongly in April and May, is now facing selling pressure.
"Apar Industries" our old multibagger stock from the power transmission sector, has once again posted outstanding Q1 results, indicating strong tailwinds in this sector.
