Group 1 - Analysts believe that the Indian stock market will face adjustment pressure due to the U.S. imposing an additional 25% tariff on Indian imports, raising the total tariff rate to 50% [1][4] - The sectors most affected include oil, pharmaceuticals, textiles, footwear, and jewelry, as these industries are closely tied to U.S. trade [1][6] - Foreign investors sold $2 billion worth of Indian stocks in July and an additional $900 million in August, indicating a trend of capital outflow amid rising uncertainties [4][5] Group 2 - The Indian economy has approximately 20% of its export goods (2% of GDP) directed towards the U.S., making it vulnerable to the new tariffs [6] - The pharmaceutical sector has seen significant declines, with the NSE Nifty pharmaceutical index breaking key technical support levels, indicating potential further declines [7] - Companies like Reliance Industries may face pressure if India succumbs to U.S. demands to limit oil purchases from Russia, which could impact refining margins [6]
美对印关税再增至50%，已落后的印度股市会面临新调整吗？这些板块最受打击
Di Yi Cai Jing·2025-08-07 07:42