INTELLECTUAL TRADING

  🔥 “DOUBLE TAILWIND” ZONES                             (Budget + US Trade Deal beneficiaries) 1️⃣ TEXTILES & APPARELS (BIGGEST WINNER 🥇) Why this is the strongest combo Budget : Mega Textile Parks, cluster revival, export incentives, PLI-style support Trade deal : US = ~28% of India’s textile exports, tariffs slashed immediately Outcome : Margin recovery + volume growth + order visibility 🔑 NSE Sector / Index Nifty Textile Nifty Manufacturing 🎯 Stocks with BOTH Tailwinds High US Exposure + Budget Alignment Indo Count Industries (US ~70%) Gokaldas Exports (67%) Pearl Global (64%) Welspun India (61%) Himatsingka Seide Integrated / Scalable Plays Trident Vardhman Textiles KPR Mill Arvind 📌 Investor note: This sector has the highest probability of multi-quarter re-rating if price + RS confirms. 2️⃣ SEAFOOD & AGRO EXPORTS 🦐 Why it work...

 India and the US have inked the trade deal, with Washington slashing the reciprocal tariffs with " immediate effect". Thanks to the deal India now faces the lowest US tariffs among all EMs. With the tariff burden now lower, sectors such as textiles, seafood, auto ancillaries, chemicals and select consumer companies with significant exposure to the US are likely to be the key beneficiaries.   Earlier, steep tariffs of up to 50% had come into effect from August 27, creating cost pressures and dampening demand for Indian goods in the US market. With the tariff burden now lower, companies with significant exposure to the US are expected to see relief in margins, improved competitiveness and better order visibility. Sectors and companies in focus Textiles sector will be the highest beneficiary for the landmark pact as the US accounts for nearly 28% of India's total textile exports, making it the single largest destination for Indian textile manufacturers. More than half of In...