Trump’s 50% Tariff Shock: Who’s Really at Risk in this Market? | Wealth Talk | Episode - 165
Автор: vivekamzone
Загружено: 2025-08-08
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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.
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