US will announce list of tariffs on 1st April (countrywise) - Good news for short sellers

https://preview.redd.it/dpq0dze8b1je1.png?width=1562&format=png&auto=webp&s=8699538a109a1127c6749197786a0b44fb3e8d1e Hey,, If you are into short selling like me (and making money in last 2 months), the good news is that US has announced reciprocal tariffs and it will share details on 1st April (country wise), India is already knows as 'Tariff king' as said by Trump. As a short seller who use AI a lot, here's my research for possible shorting oppurtunity: # Which Indian Sectors Are at Risk for Tariffs? Given Trump's trade policies and focus on protecting American industries, these sectors are the most likely targets for tariffs: # 1. Pharmaceuticals (Exports: $7.55 billion) – High Risk * The U.S. imports a massive amount of **generic drugs** from India. * Trump has pushed for **onshoring pharmaceutical manufacturing** in the U.S. * **Likely action**: Higher tariffs on **generic medicines** from India to protect U.S. pharma firms. # 2. Precious Metals & Stones (Exports: $10.17 billion) – Moderate-High Risk * India is one of the biggest exporters of **cut and polished diamonds** to the U.S. * Trump previously **increased tariffs on Chinese jewelry**; he may do the same to India. * **Likely action**: Tariffs on **diamonds and jewelry** to promote local manufacturing. # 3. Electrical & Electronic Equipment (Exports: $9.89 billion) – Moderate-High Risk * Includes **Motherson Sumi, ABB India, and Exide Industries**. * India exports **electronic components and auto electronics**, competing with U.S. firms. * **Trump previously targeted China with tech-related tariffs.** * **Likely action**: Import duties on **Indian auto electronics, semiconductors, and batteries**. # 4. Automotive & Auto Parts (Exports: $2.58 billion) – Moderate Risk * **Hero MotoCorp** and **Motherson Sumi** export motorcycles and auto components. * Trump previously **imposed tariffs on European & Chinese auto imports**. * **Likely action**: Tariffs on **Indian two-wheelers and auto components** to support U.S. manufacturers. # 5. Textiles & Apparel (Exports: $2.64 billion) – Moderate Risk * India is a **top textile and apparel exporter** to the U.S. * Trump **previously imposed tariffs on China’s textile exports**. * **Likely action**: Higher duties on **Indian garments** to boost U.S. production. # 6. Oil & Petrochemicals (Exports: $6.52 billion) – Low-Moderate Risk * **Indian Oil Corporation (IOC) and ONGC** export refined petroleum to the U.S. * The U.S. wants **energy independence**, so **tariffs on Indian oil** could be possible. * **Likely action**: A tariff on **Indian refined oil products**, but impact may be low. # 7. IT & Software Services (Not in the export goods list, but a huge sector) – Low Risk * India dominates **IT services and outsourcing** for American companies. * Instead of tariffs, Trump might **tighten visa rules (H-1B restrictions)**. However, this is just one parameter, rest you can check in weekly which stocks are already going down and on daily check if they are over bought, this given oppurtunity to enter the market> I am not against Indian market, I am just a trader who makes money on both sides and right now for this year I am highly bearish. https://preview.redd.it/1fvqgtwbc1je1.jpg?width=936&format=pjpg&auto=webp&s=ffa245f2acf0d41515f2cf450893277d04806aeb (My positions today at 10.20 AM, 14th Feb, 2025)