Details || Echovera

Business

Big relief coming as india us trade deal inches closer. 10 stock with upside of 34%

🔍 What’s the Trade‑Deal News?

There is optimism that India and the U.S. are close to resolving major tariff-related issues.

According to some analysts (e.g. Nomura), U.S. tariffs on Indian goods might be cut from 50% → ~25%.

New tariff structure changes could favor more than half of India’s exports to the U.S., especially in labor‑intensive and high-tech goods.

Export-oriented sectors like auto, pharma, and textiles are rallying on this optimism.

📈 10 Stocks with Potential Upside (per ETMarkets)

According to ETMarkets, these 10 stocks could see up to ~34% upside if a favorable trade deal materializes:

Company	Why It Might Benefit
Trident	Textile exporter; strong buy call, could benefit from lower U.S. tariffs.
Garware Technical Fibres	Technical textiles; could gain from improved export economics.
Arvind	Big export business in fabrics/apparel.
Pearl Global Industries	Garments/export-oriented.
Gokaldas Exports	Exports to U.S.; very sensitive to tariff relief.
Welspun Living	Textiles / home textiles.
Vardhman Textiles	Textile manufacturing; could benefit from U.S. demand.
KPR Mill	Another textile / yarn exporter.
Navin Fluorine International	Chemical / specialty business; potential indirect gains.
Bharat Forge	Engineering / auto‑component exposure; possible benefit from improved trade flows.

⚠️ Risks to Keep in Mind

Deal Isn’t Guaranteed: These are “hopes” — a deal may or may not be finalized, or could be less favorable than expected.

Partial Relief: Even as tariffs are expected to be reduced, they may not go all the way down. (Nomura predicts reduction, not full removal.)

Competitive Pressure: Other countries may benefit too. If Indian exporters gain U.S. access, they'll face increased competition globally.

Execution Risk: For export companies, just having a deal doesn’t guarantee orders — they need to deliver quality, scale, and cost efficiency.

Macro / Rate Risk: Broader market risk (interest rates, global demand) can affect export businesses even if the trade deal is good.

💡 My Take

This could be a big boost for Indian export‑oriented companies — especially in textiles, pharma, and engineering goods.

The 34% upside figure from ETMarkets is optimistic, but not impossible if the deal is favorable and sustained.

For long-term play, these stocks could be attractive if you believe in a strong export revival — but also keep an eye on earnings, trade terms, and actual order flows.