Trump’s 50% Tariff Shock: Who’s Really at Risk in this Market? | Wealth Talk | Episode - 165

In this week’s Wealth Talk, we unpack the noise around former U.S. President Donald Trump’s alleged 50% tariff on select imports and its real impact on India.

Sectors at risk — textiles, seafood, solar panels, linen, and more.

Data-driven perspective — Why less than 3% of listed Indian companies’ turnover comes from U.S. exports.

Why markets stayed calm despite headlines.

Pharma exposure deep-dive — Granules India (94.5% US exports), Laurus Labs (68%), and others.

Software & digital services — Why a tariff extension here is unlikely.

Portfolio strategy — How to assess your stock holdings for exposure risk.

We also discuss how government tax and resource allocation policies play into infrastructure growth, social welfare, and economic stability — and why investor sentiment remains strong.

Key Takeaway: Don’t fall for fear or hype. Use facts, assess risks, and make informed portfolio decisions.

📊 Your portfolio score matters! Learn how our Portfolio Score Report rates your investments and what a 93+ score means for you.

For more information about any of Vivekam services or offerings, please reach out on

Email: [email protected]
Call us: +91 9100009891
----------------------------------------------------------------------------------------------------------------------------------------
Visit website ►: https://www.vivekam.co.in/

#Vivekamzone #financialadvisors #vivekamfinancialservices #TrumpTariffs #IndianStockMarket #WealthTalk #USIndiaTrade #ExportImpact #PortfolioStrategy #MarketNewsIndia #PharmaStocks #GlobalTrade #StockMarketTips #ValueInvestingIndia #Sensex #Nifty50 #IndianExports #PortfolioScore #InvestmentScore #93PlusPortfolio #WealthTalk #Vivekam #VivekamZone #StockMarketIndia #ShareMarketIndia #IndianStockMarket #NSE #BSE #TrumpTariffs #USTariffs #IndiaUSExports #USIndiaTrade #MarketImpact #GlobalMarkets #TradeWar #ExportIndustries #IndianExports #USExports #TariffImpact #InvestorsIndia #PortfolioReview #InvestmentAnalysis #WealthGrowth #FinancialPlanning #InvestmentTips #StockMarketTips #MarketUpdate #PharmaSector #PharmaExports #GranulesIndia #LaurusLabs #SoftwareExports #DigitalServices #LongTermInvesting #EquityInvesting #BuyAndHold #SectorAnalysis #RiskManagement #EconomicGrowthIndia #IndianEconomy #MarketResilience #GST #OilTaxes #InfrastructureGrowth #InvestorEducation #MarketTrends #StockAdvice #FinancialFreedom