INDIAN TEXTILES AND GARMENTS
Indian exporters' hopes for quick trade deal rise after Trump freezes tariff timebomb for 90 days
Trump Tariff 90-day Pause: Exporters on Thursday welcomed the US decision to defer reciprocal tariffs by 90 days, calling it a significant relief that offers a vital window to advance discussions on the proposed bilateral trade agreement between India and the United States. They noted that continued diplomatic engagement and expediting negotiations on the trade pact will be key to addressing the tariff-related challenges.
UBS slashes India's GDP forecast to 6% as Trump tariff timebomb clouds India's growth prospects
Following the Reserve Bank of India, UBS has also revised its GDP forecast for FY26, trimming it to 6% from the earlier estimate of 6.3%, as India braces for an economic hit of nearly 20 basis points due to President Trump's 26% tariffs. The RBI, under the leadership of Sanjay Malhotra, had earlier lowered its FY26 growth projection from 6.7% to 6.5%. On a quarterly basis, GDP is now expected to expand at 6.5% in Q1, 6.7% in Q2, 6.6% in Q3, and 6.3% in Q4—down from the previous estimates of 6.7%, 7%, 6.5%, and 6.5%, respectively.
Trump tariffs force global retailers to reassess sourcing strategies, share burden with Indian exporters
The US tariff hike has led Indian exporters and US buyers to reevaluate cost structures, often resulting in requests for price reductions on existing orders. Smaller US buyers are particularly affected due to increased customs duties. Despite the immediate challenges, Indian exporters maintain a competitive edge over other Southeast Asian countries.
With China facing higher Trump tariffs, India has a chance to dance on expanded export market share
Trump's recent tariffs, based on the Heritage Foundation's Project 2025, indicate a differentiated approach towards China and India. While China faces severe tariffs due to its trade practices, India sees potential benefits from competitive advantages. The moment presents a critical opportunity for India to enhance its market share in labor-intensive industries.
India's textile sector set to flourish amid US tariff changes
The Trump administration's imposition of a 26% reciprocal tariff on India is expected to benefit India's apparel and textile sectors, making it a favorable destination for US imports. Higher tariffs on competitors like Vietnam, Bangladesh, and China position India more advantageously. However, short-term market slowdowns in the US are anticipated.
US slaps 26% reciprocal tariff on India but opportunity knocks
The United States has imposed a 26% tariff on Indian exports as a countermeasure to India's own barriers on American goods. This move impacts key sectors differently, with pharmaceuticals exempted while electronics and gems are heavily affected. The strategic realignment could benefit India's textiles and footwear industries.
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Trump defies market wisdom - India finds a win, Bangladesh takes the hit
The White House's new tariffs, labeled as 'reciprocal,' are actually based on a country's trade deficit with the US and aren’t fair or efficient. This approach will lead to increased prices and poorer quality goods for US consumers, while failing to boost American manufacturing jobs. Trump's policy choices could severely impact the global economy.
Anshul Saigal on sectors ready for a breakout in volatile market
Anshul Saigal discusses the potential shift in market dynamics, highlighting the underperformance of the real economy compared to tech. He emphasizes the upcoming opportunities in sectors like banking, textiles, value retail, capital goods, and CDMO, driven by macroeconomic changes and the evolving tariff situation.
Indian textile stocks defy market slump
So, shares of textile makers stood out Thursday, surging as much as 18%, as the 26% tariffs were on home furnishings and readymade garments from India paled in comparison with 54% levies on China, 46% for Vietnam, 37% for Bangladesh, and 30% for Pakistan.
Textiles companies watchful of incentives by other nations to cushion US tariffs
US President Trump's tariffs on India have given it an edge over other textile-exporting countries facing higher tariffs. However, Indian exporters are concerned that these nations might introduce incentives to maintain their market share. While India could benefit, textile producers are cautious about rising prices in the US and potential limited production capacity.
India, US want to expedite talks for proposed trade agreement
India and the US are keen to expedite negotiations for a proposed bilateral trade agreement aimed at promoting two-way commerce. The agreement seeks to increase market access, cut tariffs, and deepen supply chain integration, while addressing the recently imposed 27% US import duty on Indian goods.
India is 'tariff-ied': Trump's reciprocal tariffs and its impact on New Delhi explained
US President Donald Trump has imposed 27% tariffs on Indian goods, affecting key sectors like steel and auto. The move comes amidst ongoing trade negotiations and aims to protect US manufacturing and reduce the trade deficit. This policy change could challenge Indian exports but also presents potential opportunities for strengthening domestic manufacturing.
Trump's 27% tariff, not 26%, may boost India's textile, semiconductor sectors over Asian peers: GTRI
The U.S. has imposed higher tariffs on China, Vietnam, Thailand, and Bangladesh, creating an opportunity for India in global trade, says GTRI’s Ajay Srivastava. India faces a 25% tariff on steel and autos, 27% on most goods, but none on pharmaceuticals or semiconductors. Lower tariffs boost India’s competitiveness in textiles, electronics, and semiconductors, attracting investments.
Trump's tariffs hit China harder, but can India bask in the dragon's pain?
With Trump increasing tariffs on China, sectors where India could gain market share in U.S. exports include textiles, apparel, and footwear. Additionally, India sees an opportunity to boost exports of iron and steel products, leveraging its manufacturing capabilities, particularly if China's tariffs are raised.
Govt analysing impact of 27% Trump tariff on India; it's mixed bag, not setback: Official
India's commerce ministry is analyzing the impact of the US's 26% reciprocal tariffs on imports, set to take effect in stages from April 5. While the tariffs are seen as a challenge, the government views it as a mixed situation and not a setback. India is negotiating a trade agreement with the US, aiming for a deal by fall 2025.
Reciprocal tariffs: 3 sectors, 11 stocks that investors need to watch as there may be direct, indirect real business risks
When it comes to reciprocal tariffs, the focus is on select sectors like pharma, auto, and IT. But remember: The US, one of the largest producers of agri-products, is looking for a market for these products as it fears losing the Chinese market. And it will use tariffs as a tool to push India to open up. So, there is a real business risk to some sectors that is not being much talked about at this point of time. Investors would do well to focus on these sectors, rather than the current street narrative. Just to put this in perspective: There is so much talk about tariffs on automobiles. But how much of auto products (in volume and value terms) do we actually export to the US?
India, US eye $500 billion trade target: Sectoral talks in coming weeks to drive the next big leap
India and the US will begin detailed sectoral discussions under their proposed bilateral trade agreement following four days of negotiations. The collaboration aims to enhance market access, reduce trade barriers, and deepen supply chain integration, targeting finalisation of the initial phase by fall 2025.
India, US may focus on goods sector in first phase of trade agreement
India and the US aim to finalize a bilateral trade agreement (BTA) focusing initially on goods by fall 2023, followed by services. The pact seeks to significantly boost bilateral trade to USD 500 billion by 2030. Upcoming sector-specific talks will address trade tariffs, with US interests in industrial goods and agriculture, and India's focus on textiles.
Trump's reciprocal tariffs on India: Your one-stop guide to understand the impact on different industries
Indian industry and government officials remain uncertain if US President Trump's threat of reciprocal tariffs on trade partners, including India, will materialize on April 2. This move could significantly impact sectors spanning agriculture and industry, with varied tariff impacts, leading stakeholders to hope for deferred decisions and fair trade negotiations to minimize disruptions.
Trump's reciprocal tariff are coming: Check which stocks could crash and who might gain
US President Donald Trump's expected reciprocal tariffs on April 2 could impact Indian markets, especially sectors like pharma, electronics, textiles, and autos. While IT and domestic-focused sectors may remain resilient, tariff hikes could pressure exports and stock prices. Experts suggest potential beneficiaries in energy, defense, and select agri-importers.
India, US to hold wrap-up session on Saturday on proposed trade pact; talks in early stages: Sources
India and US officials are in early-stage discussions on a bilateral trade agreement, aiming to double trade to $500 billion by 2030. Talks focus on sector-specific tariff concessions with the US pushing for duty cuts in various sectors while India seeks to protect its interests in labour-intensive industries.
India-US trade agreement talks progressing well; will be for good of both nations: Piyush Goyal
India and the US are in ongoing talks for a trade agreement. These discussions are progressing well and aim to benefit both nations while protecting India's interests. The two countries hope to double bilateral trade to USD 500 billion by 2030. Reciprocal tariffs and greater market access are key points in these negotiations.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 35%, according to analysts
After six months of cooling off, are valuations in the mid-cap segment fairly priced? The answer is, no. Does it mean you should avoid this segment? The answer is, again, no. Over the next few quarters, stock price trends and the absolute value of stock prices will be impacted by sectoral fundamentals as well as valuations. As an investor, keep an eye on liquidity and market breadth for the next few sessions as they will determine what happens to mid-cap stocks in the medium term. If both market breadth and the Nifty stay positive, it is likely that we will see more strength in the mid-cap segment. And that would probably also signal the end of this phase of correction.
Tariff exemption to India will push Indo-US bilateral trade: Exporters
Exempting India from US reciprocal tariffs could promote smooth bilateral trade, say exporters. Despite potential tariffs on Indian products, negotiations for a bilateral trade agreement targeting 2025 are ongoing. However, obtaining exemptions might necessitate significant concessions from India beyond the trade sector, making their receipt uncertain.
Textile industry sets $100 billion export target by 2030, seeks policy boost
The textile and apparel industry has set a target of $100 billion in exports by 2030 and proposed a five-point plan. Key measures include removing the 10% import duty on cotton fibers, launching an incentivization scheme, fast-tracking PM MITRA parks, expediting FTAs with the EU and USA, and not increasing GST rates for ready-made garments.
As Nifty & Sensex recover, these large-caps have ‘strong buy’, ‘buy’ recos, with an upside potential of more than 30%
It might be a bit early to say with certainty, but the way things panned out in the last two weeks, the worst may be over for the bulls. When we say bulls, we include retail investors. That’s because all retail investors are by nature bullish. And rightly so, as it pays to be bullish about the India story. Now, the long phase of correction has brought us to a place where a large number of blue chips are at levels where the chances are that being bullish on them will deliver returns. But while being bullish, be selective and cautious as well.
These mid-cap stocks with ‘strong buy’ & ‘buy’ recos can rally over 26%, according to analysts
There are earnings seasons and their earnings seasons. While every earnings season is important, some are more important than others as they provide a clear picture of what is happening not only with a particular company, but also the sector it is in, as well as the broader economy itself. The Q3 earning season in this FY was one of those critical periods. It was one that, after a long period of time, held a mirror up to the street, which seemed to have assumed that all things are good, and will remain good forever. And that markets only move in a linear fashion.
Textiles to benefit as US cotton prices dip & China loses edge
Falling US cotton prices due to China's retaliatory tariffs may boost demand for Indian garments, textiles, and yarn. The industry anticipates cheaper US cotton and reduced Chinese competitiveness will help India expand its market share in the US and Europe. Increased imports of superior US cotton could benefit Indian textile manufacturers and exporters, leading to better profit margins.
China’s tariffs on US cotton may help boost India’s garment & yarn exports
Falling US cotton prices due to China’s tariffs may boost India’s export of garments, textile and yarn. India's increased imports of cheaper, superior US cotton and reduced Chinese competitiveness could help expand its market share in the US and Europe. This shift may increase demand for Indian cotton products, leading to better pricing and profit margins.
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