Geopolitics Alpha

US promises India tariff advantage over rivals: What it means for exporters; can they outpace Vietnam and China?

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GEOPOLITICS ALPHAUS promises India tariff advantageover rivals: What it means forexporters; can they outpace…GEOPOLITICS ALPHA

This report is about tariffs and trade and Chinese tech. Names like CAT and DE typically come under pressure because caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR+0.6% 30d

    Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • KWEB KraneShares CSI China Internet ETF-6.3% 30d

    KraneShares CSI China Internet ETF: it holds Chinese internet companies. Linked by “china” (Chinese tech) in this story.

  • SMH VanEck Semiconductor ETF-15.4% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “china” (semiconductors) in this story.

  • FXI iShares China Large-Cap ETF-2.8% 30d

    iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).

  • INDA iShares MSCI India ETF-2.2% 10d

    iShares MSCI India ETF holds stocks listed in India, which this story is about (“india”).

  • CAT Caterpillar-28.4% 30d

    Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • DE Deere-1.2% 30d

    Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLI+0.05%+1.29%baseafter closeafter closeafter closeafter close
XRT+1.88%+1.40%baseafter closeafter closeafter closeafter close
KWEB+5.97%+3.23%baseafter closeafter closeafter closeafter close
SMH+0.14%+4.23%baseafter closeafter closeafter closeafter close
FXI+3.46%+1.27%baseafter closeafter closeafter closeafter close
INDA-0.06%+0.23%baseafter closeafter closeafter closeafter close
CAT-0.24%+0.24%baseafter closeafter closeafter closeafter close
DE+2.61%+2.63%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

US promises India tariff advantage over rivals: What it means for exporters; can they outpace Vietnam and China? Livemint

Source: Livemint

This story

CompanyWhenMoveStatus
CATthree days earlier+0.24%final price
CATfive days earlier-0.24%final price
DEthree days earlier+2.63%final price
DEfive days earlier+2.61%final price
FXIthree days earlier+1.27%final price
FXIfive days earlier+3.46%final price
INDAthree days earlier+0.23%final price
INDAfive days earlier-0.06%final price
KWEBthree days earlier+3.23%final price
KWEBfive days earlier+5.97%final price
SMHthree days earlier+4.23%final price
SMHfive days earlier+0.14%final price
XLIthree days earlier+1.29%final price
XLIfive days earlier+0.05%final price
XRTthree days earlier+1.40%final price
XRTfive days earlier+1.88%final price

This story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

This story

12 out of 100

“US promises India tariff advantage over rivals: What it means for exporters; can they outpace Vietnam and China?” scores 12 out of 100. The score uses 1 sources.