India US Trade Talks: Winners and Losers

India - US trade talks in WashingtonSummary:India and the US return to the table in Washington this week after months of tariff tension, with talk of India boosting US energy and LNG purchases and both sides working toward a phased deal to rebuild trade flows. Current US tariffs on some Indian exports run as high as 50%, pressuring textiles, gems and seafood. A reset could redirect billions toward US energy, aerospace and ag exporters, while failure keeps pressure on US retailers dependent on Indian supply chains.WinnersUS energy and LNG exporters - tailwind from India pledging higher US energy and gas imports if talks progress; India is openly courting US LNG to ease tensions.Names: Cheniere Energy ($LNG); EQT ($EQT); Chevron ($CVX).US defense and aerospace suppliers — Washington has pushed for bigger US defense sales to India; any thaw plus offset commitments can accelerate aircraft, engines and systems deals.Names: Lockheed Martin ($LMT); Boeing ($BA); RTX ($RTX).US agriculture traders - farm goods were a sticking point; a compromise that trims barriers would boost volumes into India from US grain and oilseed majors.Names: Archer Daniels Midland ($ADM); Bunge ($BG); Corteva ($CTVA).LosersUS apparel and fashion retailers reliant on Indian sourcing - if tariffs stay elevated or talks stall, landed costs on India-sourced apparel, leather and home textiles stay high.Names: Gap ($GPS); PVH ($PVH); Ralph Lauren ($RL).US jewelers and specialty retailers - India’s gems and jewellery exports have been hit; prolonged tariffs can tighten supply and raise prices for US sellers.Names: Signet Jewelers ($SIG); Macy’s ($M).US steel producers (near-term) — if a deal cuts barriers for Indian metals over time, import competition could firm up; in a stalemate they’re neutral to slightly helped.Names: Nucor ($NUE); United States Steel ($X); Steel Dynamics ($STLD).Trading angles to discuss on-air• If talks firm up toward a phase-one style pact, look for flows into US LNG and defense exporters.• If rhetoric heats back up, keep an eye on retailers with high India exposure for margin compression.• Watch headlines for any sector carve-outs (energy, defense, ag) that get early relief.#StockMarket #Trading #Investing #DayTrading #SwingTrading #USIndia #Tariffs #Energy #LNG #Defense

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