While the market based on Trump’s earlier statement was factoring in 15-20% tariffs, This 25% + Penalty announcement comes as a major setback for Indian exporters with rupee too coming under pressure on this news.
Permabulls may also say - now that the uncertainty is out of the way, Markets may move ahead but this news is likely going to create more uncertainty.
Let’s discuss and share more updates and insights on this thread …
RIP pharma stocks ig
Let’s see Indian govt response tomorrow, I doubt we’ll get any responses from them today.
I think Market is already factored this announcement by the Trump , Tomorrow Market may react negatively but will recover quickly i assume and also Tomorrow being weekly /Monthly options expiry day , higher volatility is expected
https://x.com/zerodhamarkets/status/1950539110223167779?t=P5fOx0aZhODxo0C7Kb-5rw&s=19
Our team shared this interesting chart on impact of Tariffs on stock markets
So not even 10% from goods. There will be impact on pharma and metal stocks. But not much on others. Ripple effect will show on other stocks as most of the indian investors are panickers but markets should bounce back quick in the first hour or so. People with cash are eyeing the markets on the edge of their seats.
It has more of a sentimental value shocker then the actual amount it can move.
UK FTA is and was a gateway backup. So things will now go to UK get rerouted to US via subsidiaries - its like buying russian oil and selling refined products back to eu. (Most probably)
Is this chart is backed by actual figures/facts ,is it relevant as per this chart , India & China having very less goods exports , even services compered to Canada & Australia , but Trump as well as media showing a hyped scenario
will it be good time to invest lumpsum? if yes when?
I hope at least this news bring the much awaited 19600. 
who is awaiting that level? famous level?
Not really anytime soon. Just go in bit by bit with your cash.
I know one in this forum. 
It’s famous on this forum, apparently some TA analyst is waiting for the gap to fill 
what kind of bug is this. went to check gift nifty after white house announcement of tariff kicking in at midnight, gave me jump scare.
bit by bit means not lumpsump but by alternate days ?
so one should discuss with him only in this forum , if he don’t get the reply 
but not from a Troll
Sirji, aap toh bura hi Maan Gaye. 
China obviously exports more but the % terms which the chart is talking about is related to the listed companies in respective countries.
Source is mentioned in the chart itself ~ Whether it is right or incomplete, that’s the whole point of discussion. It is a viewpoint.
I’ll search more and see if we can get datapoints on this
