Global Tariff Relief? These Indian Equities Could Shine Bright!Hello Traders!
Big news from the global front — talks of tariff relief between major economies are heating up again. If these discussions progress, it could bring a wave of positivity across the global markets. More importantly, India stands to benefit as a strong alternative in the supply chain realignment story. So let’s explore which Indian sectors and stocks may shine the brightest if this global tariff relaxation becomes reality.
Why Tariff Relief Could Boost Indian Equities
Lower Global Tensions = Higher Risk Appetite: Markets generally rally when trade tensions reduce, boosting FII confidence.
India as a Trusted Export Partner: Global firms are shifting away from China. Tariff easing may boost Indian exports in sectors like textiles, pharma, and chemicals .
Better Margins for Exporters: Reduced tariffs mean better profitability for Indian companies with international exposure.
Sectors to Watch if Tariffs Ease Globally
Textiles & Apparel: India could become a preferred manufacturing hub.
Specialty Chemicals: Key beneficiary as India already replaces China in global supply chains.
Pharmaceuticals: Low-cost, high-quality drugs from Indian firms may find smoother access to developed markets.
Auto Ancillaries & Electronics Manufacturing: Benefit from stable trade policies and global outsourcing.
Rahul’s Tip
Tariff relief = margin relief. Focus on companies with strong exports, lean cost structures, and consistent order books. That’s where the real swing is.
Conclusion
While global headlines may seem distant, their impact on Indian markets is direct and powerful. With global tariff relief on the table, sectors like textiles, chemicals, and pharma are likely to benefit first. Keep an eye on these sectors — and get ready to ride the trend if it confirms.
What are your top stock picks for a global trade bounce-back? Let’s chat in the comments!
Indiastocks
US Tariffs on China: A Golden Opportunity for Indian Stocks?Hello Traders!
Big global events often bring hidden opportunities — and the rising US tariffs on Chinese goods might just be one of them. As the US tightens its trade policies, many global companies are rethinking their dependence on China. This shift can open the doors for India to emerge as a strong alternative in the global supply chain .
Let’s break this down in simple terms and understand how this could impact Indian stocks — and where you should keep your eyes!
Why US Tariffs on China Matter
Higher tariffs = Higher costs for Chinese goods: This forces US and global companies to find new, cheaper sources of manufacturing.
India as a rising alternative: With strong IT, pharma, textiles, and manufacturing sectors — India becomes a natural choice for global diversification.
Make in India boost: Govt. schemes like PLI (Production Linked Incentives) are encouraging companies to build and scale within India.
Sectors & Stocks to Watch in India
Textiles & Apparel: With global buyers moving away from China, Indian textile giants may see export growth.
Auto Ancillaries & Electronics Manufacturing: Sectors supported by PLI schemes and rising domestic demand.
Pharma & Chemicals: Global shift in supply chain dependence can benefit Indian API and specialty chemical makers.
IT Services: Increased outsourcing opportunities as companies look to optimize global operations.
Rahul’s Tip
When the world shifts — smart traders shift focus too. Don’t just watch the headlines — dig deeper to see who benefits indirectly from global tensions.
Conclusion
The US-China trade tensions could be a game changer for Indian industries. As supply chains move, India stands to gain — and as traders, we must stay ready. Track sectors that are export-heavy, backed by govt support, and showing rising demand.
Do you think India can rise as a global manufacturing hub? Share your thoughts in the comments below!
HSCL - LETS SET A TARGETNSE:HSCL
Himadri Speciality Cheimical Limited , formerly Himadri Chemicals & Industries Limited, is engaged in the business of manufacturing various grades of coal tar pitch and other byproducts derived during the distillation process.
TTM EPS: 1.70
TTM PE: 41.59
Sector PE: 79.00
Book Value Per Share: 42.78
P/B: 1.66
Face Value: 1
Mkt Cap (Rs. Cr.): 2,962
Dividend Yield: 0.21
Some Positives:
New 52 Week High
Good quarterly growth in the recent results
Growth in Net Profit with increasing Profit Margin (QoQ)
Company with Low Debt
Increasing Revenue every quarter for the past 2 quarters
Book Value per share Improving for last 2 years
Company with Zero Promoter Pledge
FII / FPI or Institutions increasing their shareholding
Stock gained more than 20% in one month
Strong Momentum: Price above short, medium and long term moving averages
My Opinion: It is a Stage 2 stock. I won't be surprised if it gives 2x 3x returns. Keep a eye on 50-200 EMA crossover also in future.
NOT A RECOMMENDATION. JUST FOR EDUCATION. Thanks.
Negative Divergence in Nifty Daily on 13th Sept HighNifty Daily creates a negative divergence on 13th Sept, where price attains a HH without RSI follows it (see the brown circles in price/RSI).
Per common wisdom, negative divergence needs to correct below the previous swing low (29th Aug @ ~17200) to correct the divergence.
Now how far?
Well the next Fib support is at golden ratio ~17000.
Just empirical - whatever eyes see in chart.
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Entry Type: Buy
Entry1: 376.20
ENTRY2: 210.20
Tp1&2: 592.80
Sl1: 311.50
Sl2:133.05
R/R: 4.97
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Pullback ExpectedA divergence in the volume shows chances of a pullback to continue the upwards movement! 17500 was a strong psychological resistance acc. to option chain which was broken today by good movement and there has been a heavy call OI build up qt 18000, suggesting some Call Writing in heavy quantity which indicates a psychological resistance at that level according to the option chain. Do not underestimate the pullbacks in a trend! Go for CE and hold the positions until expiry or until it reaches 18000.
IDFC 3 week tight closesIDFC looks good at CMP with an 8% stop. The only concern I have here is the upcoming earnings release.
BSE:SENSEX is at ATH but rejected by a 15 month old trendlineBSE:SENSEX has recorded a All Time High today(26-Nov-19) but it was rejected by a trendline that extends from August 2018 till today. If this trendline is broken on a daily closing basis then I am expecting SENSEX to continue to the upside.
IndiaCem Buy Setup!IndiaCements Stock looks good after a 50% retracement from the recent rally. The stock could start going higher from current levels or retrace a little more till 61.8% fib levels and then going higher towards the target of 95 and 100. Keep a stoploss just below 75 levels.
#indiacements #nifty50 #nseindia #bseindia
INFY, price overlapping seen in it.Our last research was INFY achieved the target, click here .
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Closely analyzed about price overlap . Buying really good as per last overlapped and close with higher of closed from a prior high of the candle. Its indicate that you may see a spike on it which mean big move in price.
I don't recommend to buy below 728 .
If you are buying this stock, then exit at your suitable price for profit .
Term of Overlapping: Buyers are fearing to take a long position, that why we see price overlapping with low volume. any side breakout in the price possible big because fear will go.
MEDIUM TERM BUY JSW ENERGY @ 75, STOP LOSS OF 48 & TARGET of 110NSE:JSWENERGY was moving in in Downward Channel on Weekly Chart, and the stock broke this channel in the 1st week on September there after we witnessed a swift rally 81.70.
Trading in better rewarding as risk is comparative lesser where you try to gauge reversal at channel extremes and take advantage of low stop loss during this reversal points. Channel breakouts on the other hand are extremely difficult to trade because stock has tremendous volatility and getting a proper entry during this high volatile period is a challenge. The ideal way is to wait for the initial volatility and euphoria to die down and let the stock consolidate and wait for channel role reversal of channel support/resistance.
NSE:JSWENERGY after 2nd week of September there was a correction with lower volumes and the stock test the support of the channel which earlier was resisting the stock. This should be an Ideal entry point. This is a medium term trade, from increasing volumes we can make out the participation phase.
Duration should be 6-8 months for this and we can expect around 50% return on investment.