India-US Trade Deal Ka Asar: Tariffs Kam, Share Market Top Gear Mein! Ye Sectors Karega Kamaal?

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AuthorAnanya Iyer|Published at:
India-US Trade Deal Ka Asar: Tariffs Kam, Share Market Top Gear Mein! Ye Sectors Karega Kamaal?
Overview

Bro, 3rd Feb 2026 ko share market mein aisi tezi aayi hai ki sab khush hain! India aur US ne ek solid trade deal sign ki hai, jahan US ka India par tariffs **50%** se ghata kar sirf **18%** kar diya gaya hai. Is 'tariffs ka suspense' khatam hone ki khabar se Nifty aur Sensex dono **2.5%** se bhi zyada bhag gaye, aur sabhi investors ka mood ekdum positive ho gaya hai.

Tariffs Ka Kamaal: India-US Deal Ne Market Ko Lagayi Aag!

India aur US ke beech jo trade deal hui hai na, uska asli impact ab dikh raha hai. US ne India se import hone wale products par jo reciprocal tariffs 50% tak lagaye hue the, use kam karke sirf 18% kar diya hai. Yeh India ke liye ek badi jeet hai, kyuki market par jo trade war ka tension bana hua tha, woh ab khatam ho gaya hai.

Is deal ke baad, 3rd Feb 2026 ko Indian equity markets ne rocket laga di. Nifty aur Sensex dono 2.5% se zyada upar bhage. Domestic investors toh kharidari kar hi rahe hain, aur lagta hai Foreign Institutional Investors (FIIs) bhi apna paisa wapas lana shuru kar sakte hain. Market ka confidence level bhi badh gaya hai.

Kaunse Sectors Ko Milegi Sabse Zyada Rahmat?

Chemicals Sector: Sabse pehle toh chemicals sector ko super advantage milega. Ab Indian companies, especially specialty chemicals banane wali jaise Navin Fluorine (jiska P/E ~68.86 hai), US market mein Chinese competitors ko aasani se takkar de payengi.

Auto Ancillaries: Phir aata hai auto ancillaries ka number. Tariffs kam hone se in companies ke liye US mein export karna sasta ho jayega, aur unke orders bhi badh sakte hain. Hero MotoCorp jaisi badi companies ko bhi is overall economic boost ka fayda milega.

IT Services: IT sector ko bhi indirect fayda hai. Coforge (P/E TTM ~40.45, Market Cap ~₹56,059 Cr) aur Infobeans Technologies (P/E TTM ~22.13, Market Cap ~₹2,112 Cr) jaisi companies ke liye global clients ka confidence badhega aur spending cycle stable ho sakta hai, kyuki ab IT services par bhi trade conflict ka dar kam ho gaya hai.

Banking Aur Energy Ka Kya Scene Hai?

Banking: Is achi trade environment ka fayda banks ko bhi hoga. Axis Bank (Market Cap ~₹2.98 Lakh Cr, P/E ~20.89) jaisi banks ko badhte trade volumes se fayda milega, companies naye projects shuru karengi toh credit demand badhegi, aur foreign investment bhi aa sakti hai.

Energy: Energy sector mein BPCL (P/E TTM ~6.46, Market Cap ~₹1,59,071 Cr) ka P/E toh 6.46 hai, jo industry ke P/E ~16.11 se kaafi attractive hai. Direct impact shayad kam ho, lekin overall market ki tezi aur energy demand mein changes se unhe bhi support mil sakta hai.

Aage Kya Hoga?

Analysts keh rahe hain ki itni zabardast rally ke baad thoda consolidation ho sakta hai, matlab market thoda ruk kar chal sakta hai. Lekin India-US deal ki wajah se jo positive vibe bani hai, woh abhi bani rahegi. Ab focus sirf technical breakout par nahi, balki un sectors par hoga jinhe direct fayda mil raha hai. Dekhte hain FIIs ka flow kaisa rehta hai aur yeh deal kitni jaldi implement hoti hai.

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