How Trump Tariffs Impact Indian Stock Companies?

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TRUMP STATEMENTS

U.S. announcement of tariff rates on semiconductor, auto and pharma imports (nothing India specific in the lines yet)

Auto tariff rate will be around 25%

Indirect Impact-Negative for auto exporters mainly auto ancillaries-Bharat Forge , Sona BLW, SAMIL, GNA Axles, Sundarama Fasteneres (Serving to Europe also)

Pharma negative-DRL, Lupin, Aurobindo, Cipla, Zydus (have higher exposure in US generics exports)
 
Semi-conductor-sentimentally negative for Kaynes Technology

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