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Talking about the India-USA business partnership, it is expected to deepen While his "America First" policy pushes for self-reliance, it opens avenues for India to boost exports and attract investment, particularly in "Make in India," as the US diversifies supply chains. Trump’s focus on US manufacturing may challenge Indian industries reliant on exports, with sectors like textiles and electronics facing potential tariffs that could hinder competitiveness in the US market. The Indian IT sector risks impacts from Trump’s anti-outsourcing stance and stricter H-1B policies. To adapt, Indian firms might pivot to high-value fields like AI and cybersecurity or explore non-US markets, while embracing remote work and automation to sustain growth.

How Trump’s Victory Could Impact Indian Sectors: A Sector-Wise Breakdown With Donald Trump securing the U.S. presidency, the impact on India’s economy is expected to be significant across various sectors. Here’s a sector-by-sector look at how his policies might shape the future of U.S.-India relations and economic opportunities: 1. Information Technology (IT) Trump’s strict immigration policies, particularly on H-1B visas, are likely to impact the Indian IT sector, which depends on sending talent to the U.S. Indian IT companies may continue to mitigate this risk by hiring more locally and establishing near-shore delivery centers, but challenges in accessing the U.S. talent market could increase. 2. Automobiles Trump’s focus on traditional fuel rather than electric vehicles (EVs) could reduce demand for EV components, impacting Indian suppliers. However, his infrastructure push, with a focus on heavy-duty trucks and conventional vehicles, might benefit Indian automotive suppliers to the U.S. market. 3. Energy As a strong advocate for fossil fuels, Trump’s policies may lead to increased U.S. oil and gas production, lowering global crude prices. This benefits India, a major oil importer, by reducing refining costs. However, Trump’s focus on fossil fuels could mean fewer collaborations on renewable energy initiatives between the U.S. and India. 4. Defense Trump’s transactional defense strategy aligns with India’s need for military technology and equipment. His win is expected to accelerate defense deals, particularly in the Indo-Pacific region, where both nations share concerns over China’s influence. 5. Commodities and Metals Trump’s emphasis on infrastructure spending could drive demand for metals, like steel and aluminum, which would be beneficial for Indian exporters. As demand in the U.S. increases, this could positively impact global metal prices and boost India’s commodity exports. 6. Pharmaceuticals With a focus on affordable healthcare, Trump’s policies may put pressure on drug prices in the U.S., potentially impacting Indian pharmaceutical companies exporting generics. However, opportunities may also arise as India’s cost-effective pharma sector could help fill gaps in the U.S. market. For a detailed analysis, refer to the report by PhillipCapital India Research, which provides a comprehensive sector-wise outlook. Link attached. https://lnkd.in/d9a9ucuG #USElections2024 #IndiaEconomy #TrumpWin #USIndiaRelations #ITSector #Defense #Energy #Automotive #Pharmaceuticals

Amit Shah on Share Market ..Post Election 2024| Market is going to touch all time high In This Video: Amit Shah the union Home minister of India share his view on share market after 4th June 2024, the election result day. he is enthusiastic about the market growth potential and believe that market will shoot up post election and recommend to buy the shares now. Disclaimer : This Video is for information purposes only please do your own research before investing. the things discuss in the video is the opinion of the speaker and not the channel owner. Please refrain this video as the confirmation of any sort of stock recommendation.

Amit Shah on Share Market ..Post Election 2024| Market is going to touch all time high In This Video: Amit Shah the union Home minister of India share his view on share market after 4th June 2024, the election result day. he is enthusiastic about the market growth potential and believe that market will shoot up post election and recommend to buy the shares now. Disclaimer : This Video is for information purposes only please do your own research before investing. the things discuss in the video is the opinion of the speaker and not the channel owner. Please refrain this video as the confirmation of any sort of stock recommendation.

A concrete analysis of the recent elections in India and what the future holds for this large diverse country. How will Modi navigate through this unexpected political development? by Pecunia et Bellum #India #IndianElections

Informative piece by Muskan Arora on some of the strategies CIOs are considering when it comes to the country with the strongest growth demographics. #chiefinvestmentofficer #India #investmentstrategy

USISPF President and CEO, Dr. Mukesh Aghi spoke to Geeta Mohan of India Today on the Indian elections. Investors remain bullish on India's economy as it heads towards a $4 trillion economy. India will continue to play a critical role in building a manufacturing economy and restoring supply chains as companies and boardrooms look for a China-plus-one strategy.

The recent interest rate cut by the Fed amidst an uncertain electoral climate has sparked discussions in the markets. What are your thoughts on this move? Share your insights in the comments below. #economy #Fed #interestrates #elections

With our experience and knowledge, we are always happy to provide perspective and insights on the American political and business landscapes to audiences in Latin America. Last week, our Founder & CEO Andrés Pazmino, MPA, joined Fausto Pretelín editor and columnist at El Economista, and journalist Jose Buendia to discuss the impact of the U.S. election results on Mexico and the rest of the region. It was a pleasure to engage in this insightful conversation and share new perspectives with our audience #ConversandoConBuendía #PoliticalAnalysis #USElections https://lnkd.in/eBNkZHKD

Learn more from the Weekly Market Commentary about how the recent elections in India will impact the economy.