The United States has imposed tariffs of up to 50% on Indian exports, creating a potential advantage for international competitors. This theme focuses on companies that may capture market share from affected Indian industries and Indian firms in exempted sectors.
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Published on August 28
Major trade policy changes create significant opportunities as markets realign. Companies positioned on the right side of these tariffs could see substantial competitive advantages emerge.
Indian firms in exempted industries like pharmaceuticals and IT services remain shielded from trade tensions. This protection could make them increasingly attractive to investors seeking stability.
With $48.2 billion worth of Indian exports facing steep tariffs, international competitors have a rare opportunity to capture significant U.S. market share in affected sectors.
The U.S. has imposed tariffs of up to 50% on Indian exports worth $48.2 billion, creating significant market disruption. This presents a dual opportunity: international competitors may capture market share from affected Indian industries, whilst Indian companies in exempted sectors like pharmaceuticals and electronics remain shielded from the trade dispute.
This is an event-driven investment theme focused on geopolitical trade policy impacts. The tariffs particularly affect labour-intensive sectors like textiles and automobiles, whilst sparing key industries such as IT services and pharmaceuticals. This creates a mixed landscape of challenges and opportunities across different market segments.
These securities were carefully selected to capture both sides of this trade tension opportunity. The collection includes international companies positioned to benefit from reduced Indian competition in the U.S. market, alongside Indian firms operating within exempted sectors that remain protected from the tariff impacts.
Market capitalisation breakdown and investor key takeaways for the 'Navigating U.S.-India Trade Tensions' basket.
INFY: $69.36B
IBN: $112.15B
WIT: $28.72B
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On average, analysts expect assets in this group to grow 446.21% over the next year.
5 of 13 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+446.21%
