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Trump’s 100% tariff threat: What Indian investors should do now
23 Sept 2026 · LiveMint Markets
A potential US tariff shock could hit export-heavy Indian sectors, but investors should assess company fundamentals and valuations before reacting to market volatility.
The analysis
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- This is a market-wide development — its reach goes beyond any single stock.