India–US Trade Deal Explained: Who Wins, Who Loses? Stocks, Sectors & Next Week Outlook | The N Show скачать в хорошем качестве

India–US Trade Deal Explained: Who Wins, Who Loses? Stocks, Sectors & Next Week Outlook | The N Show

Welcome to The N Show Weekly Market Wrap — where we decode the biggest events of the week and explain how they can impact next week’s stock market moves. This week was packed with major triggers: the India–US Trade Deal update, tariff changes, sector-wise winners and risks, plus a sharp correction in Indian IT stocks after the global AI shock led by Anthropic’s new agent-based model. In this episode, we cover: 📊 India–US Trade Deal Explained — What’s inside, what it means, and why it matters 📉 Tariffs & Timeline — How the effective tariff rate may fall and what March signing could change 🏆 Sector Winners — Textiles, Pharma (Generics), Auto Ancillaries, Defense, Aerospace, and Tech Hardware ⚠️ Key Risks — Russia oil impact, refining margins, logistics cost, and policy pressure points 🤖 IT Selloff Breakdown — Why IT stocks corrected and how AI agents could disrupt the services model 💰 FIIs vs DIIs Flow Story — Why global funds are shifting and how AI readiness affects capital inflows 🎯 Actionable Investor Strategy — What to watch next week: earnings, sector leaders, and market direction If you want clear, practical market understanding without noise, subscribe to The N Show and stay ahead of the trend. 💬 Comment below: Which sector are you tracking next week — Textiles, Pharma, Auto, or IT? #TheNShow #StockMarket #IndianStockMarket #MarketWeekly #IndiaUSTradeDeal #TradeDeal #Tariffs #Nifty #Sensex #FII #DII #EarningsSeason #TextileStocks #PharmaStocks #AutoStocks #DefenseStocks #ITStocks #ArtificialIntelligence #AI #Anthropic #Investing #MarketOutlook ------ ✨ Timestamps: 0:00 — Weekly Market Setup: What to Expect This Week 4:38 — India–US Trade Deal: Why the US Changed Its Stance 9:16 — Russia Oil & Energy Shift: Market Impact Explained 13:54 — Pharma & Medical Devices: Biggest Relief for Indian Healthcare Plays 18:32 — Top Winning Sectors: Textiles, Auto, Pharma, Tech Hardware & Defense 23:10 — MSMEs, Jobs & Farmers: The Real Economy Safety Net 27:48 — The Big Shift: Why “Sector Leaders” Gain Market Share Now 32:26 — Entropik/Anthropic Shock: Why IT Stocks Fell Globally 37:04 — What to Do in IT Now: Hold vs Fresh Buying Strategy 41:42 — India’s AI Readiness & FII Flows: The Bigger Concern 46:20 — Next Week Market Outlook: DII Support, Earnings Season Reality Check 50:53 — Closing Notes: March Signing Watch + Next Episode Preview -------- Follow Our Channel on WhatsApp: https://whatsapp.com/channel/0029VaAo... --------- Follow Our Facebook Page:   / 1d56xtm7cu   --------- 🔔 Stay Connected with Neeraj Bajpai 📌 Follow for updates, insights & behind-the-scenes: 🐦 Twitter (X):   / neerajcnbc   📸 Instagram:   / neerajcnbc   📺 About This Channel Welcome to The N Show (TNS) with Neeraj Bajpai. Here you’ll find: ✔️ Breaking News & Headlines ✔️ Political Analysis & Current Affairs ✔️ Economy, Business & Market Insights ✔️ Thought-provoking discussions 💬 Join the conversation — comment below & share your views. ✅ Subscribe now for regular updates that matter to you. #NeerajBajpai #TheNShow #TNS #NewsUpdates #TrendingNow