Indian Stock Market Hot Tips & Picks in Shares of India - 9 new articles - 🌐

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Wednesday, April 2, 2025

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Indian Stock Market Hot Tips & Picks in Shares of India - 9 new articles

US Reciprocal Tariffs• Commerce Ministry monitoring impact of reciprocal tariffs imposed by US• Common 10% baseline tariff to come into effect starting April 5, additional 16% reciprocal tariff to hit India starting April 10• Some sectors will get ...
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Indian Stock Market Hot Tips & Picks in Shares of India - 9 new articles

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USA Reciprocal Tariffs Dates

US Reciprocal Tariffs• Commerce Ministry monitoring impact of reciprocal tariffs imposed by US• Common 10% baseline tariff to come into effect starting April 5, additional 16% reciprocal tariff to hit India starting April 10• Some sectors will get impacted, some might benefit

China on USA Tariffs

CHINA COMMERCE MINISTRY ; Firmly oppose this and will resolutely take countermeasures to safeguard rights & interestUrge US to immediately cancel unilateral tariff measuresUrge US to properly resolve differences with trading partners through equal dialogueMany trading partners have expressed strong dissatisfaction and clear oppositionUS' tariff measures are typical unilateral bullying 

Bernstein On India Strategy in wake of Reciprocal Tariffs by USA

Bernstein On India Strategy26% tariffs imposed on India higher than what India levies on most US itemsIT services and Pharmaceuticals untouched by this announcementApparels and auto parts see major tariff raises but India seems protected vs competition

CITI ON TARIFFS

CITI ON TARIFFSPharma sector has been excluded from tariffs announced by the Trump administrationUnclear whether this is a short-term or medium-term arrangementView it as positive for the sector if pharma is not targeted by tariffsThis aligns with our stance, where we have consistently assigned a low probability of tariffs on Indian pharma

MACQUARIE ON TARIFFS imposed on India

MACQUARIE ON TARIFFSUS tariff blow worse than expected26% blanket tariff applied across all Indian products could be highly negativeIndia is in the process of negotiating a bilateral agreement with the USPharma exports at $12.2 billion form almost 14% of total exports from India to the USAutomobile exports from India account for roughly 3% of total exportsBlanket 20%+ tariff could impact India&#

USA Tariffs impact on Copper Companies

U.S TARIFFS IMPACT CopperTrump has ordered new tariff probe into US copper importsThis is perceived as a step toward adding tariffs on CopperCopper import probe will not be completed until later this yearGS, Citi expect US to levy 25% tariff on copper by end of 2025IMPACT NEUTRALSTOCKS IN FOCUS WOULD BE HIND COPPER/VEDANTA BUT EXPORTS ARE NOT SIGNIFICANT-AS WE LARGELY IMPORT

How Pharma Companies get affected by USA Reciprocal Tariffs?

U.S TARIFFS IMPACT Pharma (Big Impact) No additional reciprocal tariffIMPACT-POSITIVESun Pharma - Largest Indian pharma company : ~35% U.S. revenue.Dr. Reddy's ~40-45% of revenue from U.S. generics.Cipla Ltd. - ~30% U.S. salesLupin Ltd. - ~40% U.S. revenueAurobindo  - ~50% revenue from U.SCadila Health (Zydus Cadila) - ~40% U.S. revenueGlenmark Pharma - ~35% U.S. revenueTorrent Pharmaceuticals

Trump Tariffs Kicks in for India

Market to open gap downThese Tariffs world wide likely to generate $600 Billion for USA

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