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From autos to chemicals: Which sectors are set to gain from India–US trade deal?

Last Updated: Feb 04 2026 | 1:18 PM IST

After months of uncertainty, the India–US trade deal is finally in place. Tariffs on Indian goods entering the US have been sharply reduced, markets have surged, and investors are reassessing which sectors stand to gain the most. Here is what the deal means for India’s economy, its stock markets, and the industries now in focus.

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