India-US trade deal is finally done. Which sector will get benefit?

India and the US have finalized a trade deal that slashes tariffs on Indian goods from 25% to 18%, boosting exports and strengthening ties. This agreement helps Indian sectors sell more in the US market while India commits to buying US energy, tech, and farm products.

Key Benefiting Sectors

Several export-heavy Indian industries gain from lower US tariffs and easier market access.

• IT Services: Firms like Infosys and TCS see better profits as US clients trust stronger ties; this sector earns big from America already.​

• Pharmaceuticals: Generic drug makers export more cheaply to the US, a top market untouched by earlier tariffs.

• Engineering Goods: Auto parts, machinery, and electrical items become competitive against Asian rivals, aiding long-term contracts.

• Chemicals: Specialty chemicals get a pricing edge in US supply chains, supporting "China Plus One" shifts.

• Textiles and Gems: Lower costs help clothing, diamonds, and jewelry reach US buyers at better prices.

• Auto Ancillaries: Parts suppliers link into US car chains for more orders and factory use.​

Energy Sector Shift

India stops buying Russian oil and ramps up US imports like LNG and coal worth over $100 billion. This cuts energy costs long-term and aligns with green tech like EV batteries.

Job and Economy Boost

The deal creates factory jobs in exports, helps SMEs grow, and draws US investment into India's tech and infra. Consumers get cheaper US goods too, like farm products and machinery.