The US administration s imposition of a 25% tariff on Indian imports, starting August 1, is poised to trigger volatility across export-oriented sectors. Uncertainty looms due to an undefined penalty linked to India s Russian arms and energy imports. Sectors like pharmaceuticals, industrials, and textiles may face challenges.

Stock Market Crash: Indian benchmark indices experienced a sharp decline on Thursday morning following President Trump s threat to impose a 25% tariff on Indian goods starting August 1, coupled with an unspecified penalty. The BSE Sensex fell by 0.74% and the Nifty50 dropped by 0.73%. This downturn resulted in a significant decrease of Rs 5.

Tata Motors shares: Investor sentiment took a hit under the pressure of U.S. President Donald Trump’s proposed 25% reciprocal tariffs, dragging the stock lower.

Indian markets face a potential downturn as the Nifty breaks support levels, ending a four-month rally. Foreign investors have triggered a massive sell-off, compounded by Trump s tariffs and disappointing earnings. Historically, August is a weak month, and analysts warn of further declines. Technical indicators are flashing red, and the rupee s fall adds to the pressure.

HUL Q1 Results: Revenue from operations rose 3.8% to Rs 15,747 crore, compared to Rs 15,166 crore in the corresponding quarter of the previous financial year.

NSE is set to gain significantly from its early investment in NSDL, with its stake now valued at Rs 3,840 crore due to NSDL s IPO. While NSE is selling shares to comply with regulatory requirements, it will still realize substantial proceeds.

Antique has given a Buy rating on Larsen & Toubro (L&T) with a target price of Rs 4,000, implying a potential upside of 14% from the current market price of Rs 3,495.

Punita Kumar Sinha advises caution on exporters, especially pharmaceuticals, due to tariff risks. Geopolitical worries persist with wars and economic issues. An earthquake in Russia adds uncertainty. Markets largely ignore these factors due to high liquidity. Tariff negotiations between the US and India are crucial. Oil prices may rise due to sanctions. Domestic-linked portfolios are favored amid earnings slowdown concerns.