Tariff game a non-event or new reality for your stocks? Here’s how to Trump-proof your portfolio
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While Sensex and Nifty have averted a crash ever since US President Donald Trump started playing the tariff game with India on July 30 and gradually doubled tariffs to 50% from August 27, market insiders warn the real impact is unfolding beneath the surface: a $4 billion FII exodus since July, survival threat for many small exporters, and market’s upside potential getting systematically strangled. The first casualty of Trump tariff has been exporters across sectors like textiles, seafood, gems and jewellery, speciality chemicals, auto ancillaries and capital goods, but there are chances of a second-order effect also kicking in gradually if tariffs remain high. Beneath the deceptive calm in the stock market is a brutal threat to export-dependent sectors, with textile manufacturers halting US orders, seafood exporters staring at Rs 24,000 crore losses, and jewelry makers watching their competitiveness evaporate overnight. Morgan Stanley...