The U.S. has raised tariffs on Indian exports to 50%. Sectors like Textiles, Gems, Auto Components, and Chemicals face pain, while Pharma and Electronics remain resilient. Here’s how to stress-test your portfolio. ________________________________________ 🌟 Why This News Matters In late August 2025, the U.S. escalated trade tensions by raising tariffs on a range of Indian exports to as much as 50%. For Indian companies heavily dependent on U.S. demand, this isn’t just a geopolitical headline — it’s a direct hit to margins, competitiveness, and investor sentiment. For Gen-Z and millennial investors, this raises three big questions: 1. Which Indian sectors are most vulnerable? 2. Which sectors are insulated or even positioned to benefit? 3. How can you check if your portfolio is at risk? ________________________________________ 📈 What Happened? • The U.S. announced additional tariff hikes that push the duty on many Indian exports to 50%. • The new duties hit labour-intensive sectors hardest — textiles, garments, gems & jewellery, chemicals, and auto components. • Some sectors like pharmaceuticals and electronics were spared, as they are considered essential or integrated into U.S. supply chains. • The move comes amid a broader push by the U.S. to protect domestic manufacturing and reduce trade deficits. ________________________________________