In order of Impact:
Gems and Jewelry.
Pharmaceuticals.
Electrical Machinery.
Automobiles.
Chemicals and Metals.
Steel and Aluminum.
Textiles and Apparel.
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Great share @Brishide
I am assuming this is on basis of category wise share of export.
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This was a question that went through my mind today morning. So I wanted a rough idea on what this fuss was about.
Gems and Jewellery
Export Contribution: Around 11% of total US-bound exports.
Impact: Higher costs and reduced competitiveness.
Pharmaceuticals
Export Contribution: Approximately 11% of total US-bound exports.
Impact: Reduced market share and profitability.
Electrical Machinery
Export Contribution: Significant share.
Impact: Reduced demand and increased production costs.
Automobiles
Export Contribution: Smaller but notable share.
Impact: Reduced export volumes and competitiveness.
Chemicals and Metals
Export Contribution: Notable, including petrochemicals.
Impact: Reduced exports and increased competition.
Steel and Aluminium
Export Contribution: Around 5.5% of total US-bound exports.
Impact: Significant impact on profitability and market share.
Textiles and Apparel
Export Contribution: Significant share.
Impact: Moderate due to existing trade agreements
Courtesy: Perplexity.
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for steel companies like Hindalco (they provide raw material to a listed player in US), JSW (they have most of their business in India) won’t get impacted much, about the Jewelry most of them provide services in MEA countries (idk much abt others but Kalyan has MEA, Sanco has management issues, Moti sons can’t get out of Jaipur, ik other who specialize in exports to US, but yk where to focus because overall Jeweler sectors works on thin margins ), Chemicals again Europe and India’s play is in specialized chemicals (see SRF ) pharma may get impacted but if listed companies plant factories in US … Trump wants Bio Tech companies, electrical will be hard hit they are also facing headwinds in India only considering Ultratech’s entry in C&W industry already… overall their margins will decrease see they are looking for small players to acquire and increase their profit margins from domestic markets themselves
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