India-EU sign ‘mother of all deals’: Stocks to buy, winners and losers
Indias landmark FTA with the European Union, dubbed the “mother of all deals,” is reshaping investor focus as tariff cuts and regulatory easing promise a structural export boost. Textiles, pharmaceuticals and specialty chemicals are the biggest near-term winners, while shrimp exporters, auto ancillaries and jewellery retailers offer secondary plays. Automakers and Sula Vineyards face near-term pressure.
Indias landmark FTA with the European Union, dubbed the “mother of all deals,” is reshaping investor focus as tariff cuts and regulatory easing promise a structural export boost. Textiles, pharmaceuticals and specialty chemicals are the biggest near-term winners, while shrimp exporters, auto ancillaries and jewellery retailers offer secondary plays. Automakers and Sula Vineyards face near-term pressure.
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