机构：美印贸易协议被视为中期结构性利好

Core Viewpoint - The recently announced US-India trade agreement should be viewed as a medium-term structural benefit rather than a short-term catalyst [1] Group 1: Impact on Export Competitiveness - The ongoing implementation of the trade agreement may significantly enhance India's export competitiveness, manufacturing depth, and global integration [1] Group 2: Investment Focus - Investors should focus on companies with high exposure to US business, scalable manufacturing capabilities, strong regulatory compliance, and resilient balance sheets to fully capitalize on this opportunity [1] Group 3: Beneficial Industries - Industries expected to benefit from improved market access, tariff rationalization, and increased supply chain certainty include textiles, chemicals, pharmaceuticals, automotive parts, IT services, and certain industrial goods [1]