India - China Trade Relations: Key Sectors to Watch

Welcome Back Investor!

Russia is stepping in just as the U.S. hikes tariffs on Indian goods by 50%, offering a timely lifeline for Indian exporters. Moscow’s “welcoming” stance could unlock fresh opportunities, giving India a stronger foothold in the Russian market while easing pressure from the West. For businesses, this isn’t just trade relief - it’s a chance to reshape global supply chains in their favor.

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IMPACT NEWS

How India - China Trade Impacts Your Investments

India and China, two of the world’s largest economies, share a trade relationship that is as complex as it is critical. While geopolitical tensions often dominate headlines, trade flows between the two nations remain robust. For investors, this dynamic presents both risks and opportunities.

China is India’s largest trading partner, especially in critical imports like electronics, chemicals, and industrial machinery. Any policy shift - whether tariffs, restrictions, or diversification efforts - directly impacts these sectors. For instance, India’s push for self-reliance (Atmanirbhar Bharat) could benefit domestic manufacturers in pharma, chemicals, and electronics, as demand shifts from imports to homegrown alternatives.

At the same time, investors must watch for volatility. Heightened tensions could disrupt supply chains, affect market sentiment, and increase input costs for several industries. Yet, such disruptions often create space for new leaders to emerge—companies innovating in renewable energy, manufacturing, and semiconductors could stand out as winners.

MARKETS

Markets stayed upbeat on August 20 as Sensex gained 213 points and Nifty closed above 25,000 for the first time, driven largely by strong buying in IT majors like Infosys and TCS, boosted by hopes of a U.S. Fed rate cut. Optimism over GST reforms and India’s sovereign outlook upgrade added fuel to investor sentiment. However, Bank Nifty slipped 0.3% as financial stocks lagged, showing pockets of weakness. Overall, the rally was tech-led, keeping the momentum positive despite global tariff and outflow concerns.
_{Closing figures as on 20.08.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Indian Hotels (+4.08%): Strong Q1 earnings (Revenue ₹2,041 cr, Net profit ₹319 cr) and upbeat demand outlook in the travel & hospitality sector kept the stock buzzing.

✅ Phoenix Mills (+4.00%): Jumped after getting CCI approval for its ₹5,450 cr Island Star Mall Developers acquisition, boosting investor confidence in retail real estate expansion.

✅ Infosys (+3.90%): IT giant rallied as optimism around Fed rate cut hopes lifted IT exports. Additionally, employees bagged 80% Q1 performance bonus, signaling strong business momentum.

✅ Britannia (+3.67%): FMCG major gained as investors hunted for defensive consumption plays, supported by stable demand and easing input cost pressures.

Top Losers

🔻 Aurobindo Pharma (-3.97%): Investors hit the sell button after reports that the company is leading talks to acquire Czech drugmaker Zentiva for $5–5.5 bn. The expensive deal created uncertainty, triggering profit booking.

🔻 Bharat Forge (-2.49%): Stock slipped as auto-ancillary counters saw pressure amid weak global demand cues and profit-taking after recent highs. No fresh negative trigger, mostly sectoral rotation.

🔻 Muthoot Finance (-2.30%): Fell on concerns of slowing gold loan growth and higher borrowing costs impacting margins. Rising bond yields weighed on NBFCs broadly.

🔻 Syngene Intl (-2.28%): Declined as pharma/biotech stocks faced selling pressure, with investors shifting focus to high-growth IT and consumption names today.

INDIA FRONTIER

Everything else you need to know today

⏳ Delay: Vedanta’s much-anticipated demerger plan hit a speed bump as the NCLT deferred its hearing, citing irregularities in the process. The move prolongs uncertainty for investors and raises fresh questions about compliance.

⚠️ Crisis: India’s booming online gaming industry is sounding alarms over the proposed bill, warning it could wipe out nearly 4 lakh companies, 2 lakh jobs, and ₹25,000 crore in investments. Critics call it a “death knell,” fearing over-regulation may snuff out innovation in one of India’s fastest-growing digital frontiers.

🔄 Shift: Apple is reportedly planning to manufacture all iPhone 17 models in India, marking a historic first for the tech giant. The move signals Apple’s deepening pivot away from China and strengthens India’s role as a global manufacturing hub - could this be the moment India claims a bigger slice of the tech supply chain?

🚨 Alarm: Billionaire banker Uday Kotak has urged urgent government action to shield India from the U.S.’s steep tariff blow. Warning of ripple effects across exports and jobs, Kotak stressed that timely support could make the difference between a short-term setback and a long-term drag on India’s growth momentum.

SPECIAL

India’s Real-Money Gaming Ban: What’s at Stake for the Industry

India’s online gaming industry is facing one of its biggest challenges yet. The proposed ban on real-money gaming has sparked alarm across the sector, with industry players warning that it could jeopardize a market worth $25 billion and threaten nearly 200,000 jobs.

For years, real-money gaming has been one of the fastest-growing segments in India’s digital economy, attracting both domestic startups and global investors. But with regulators raising concerns around addiction, financial risks, and legal loopholes, the government is tightening its grip. While the intention is to protect consumers, the move risks stifling innovation and pushing companies toward an uncertain future.

The fallout could be significant - thousands of startups may be forced to shut down, and funding into the sector could dry up. This isn’t just about entertainment; gaming has become a serious contributor to India’s startup ecosystem, creating jobs, revenue, and global competitiveness.

The industry argues that balanced regulation - not an outright ban - is the way forward. If managed well, real-money gaming could continue to thrive responsibly, but if mismanaged, India risks losing one of its most promising digital growth engines.

THE HANOOMAAN INSTITUTE

7 Habits Wealthy People Avoid at All Costs

We often glorify what the wealthy do - investments, routines, strategies. But an equally powerful lens is what they don’t do. Psychology shows that avoiding certain habits is as crucial as adopting good ones.

Here are 7 habits wealthy people deliberately sidestep:

1. Chasing Perfection - They focus on progress, not flawless outcomes.
2. Overcommitting - They guard their calendars, saying “no” to distractions.
3. Blaming Others - Ownership of results - good or bad - is non-negotiable.
4. Living in the Past - Failures are feedback loops, not anchors.
5. Comparing Constantly - They compete with their yesterday self, not with others.
6. Indulging Negative Self-Talk - Confidence comes from reframing, not rumination.
7. Procrastinating Decisions - Action beats endless analysis; momentum creates clarity.

For investor and professionals, this is gold. Most of us search for the next “hack” to grow wealth or scale startups. But sometimes, the fastest growth comes from subtraction, not addition.

Ask yourself today: Which of these habits is silently taxing your time, energy, or financial future?

Wealth isn’t just built by doing more - it’s protected by wasting less.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

Coffee Can Portfolio
by - Ashutosh

Sales growth > 10% AND
Sales growth 10Years  > 10% AND
Return on equity > 15% AND
Average return on capital employed 10Years > 15% AND
Market Capitalization > 1000

Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

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