Trump Tariffs May Hit Export Margins, But India's Manufacturing Story Still Strong

Welcome Back Investor!

Indian banks are gearing up to rethink their corporate and SME lending strategies as fresh U.S. tariffs throw a wrench in export flows. With global demand on shaky ground, lenders are now treading cautiously especially in sectors like chemicals and engineering, where the impact could sting the most.

Let’s dive in!

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Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

🔧 Trump’s Tariff Twist vs India’s Manufacturing Mojo

India's export economy just hit a speed bump - Trump’s proposed 10% universal import tariff is expected to dent Indian exporters' margins, particularly in engineering goods, textiles, and chemicals. But here’s the twist: the long-term fundamentals remain unshaken.

Economists argue that India’s appeal as a China+1 destination is not built on momentary trade cycles it’s rooted in cost-competitiveness, policy reforms (PLI, Gati Shakti), and a demographic dividend.

Even if short-term earnings take a hit, India is still a long-term “supply chain diversification” bet. Add to this the recalibration of global sourcing strategies and India’s deepening FTA network, and we have a robust runway for growth.

For founders, investors, and operators in manufacturing - this is a reminder that temporary shocks should not derail long-term vision. Tariffs may hit today’s EBITDA, but tomorrow’s scale is built on resilience and readiness.

🌏 Bet on India’s ability to adapt - not just react.

MARKETS

The Indian stock market is riding high today! The Sensex surged by 418.81 points to hit 81,018.72 (+0.52%), while the Nifty 50 jumped 157.40 points to reach 24,722.75 (+0.64%). The biggest gainer was the Nifty Midcap 100, zooming up 795.20 points (+1.40%)—showing strong midcap momentum. Nifty Bank, however, stayed flat with a marginal gain of just 1.75 points. Overall, it’s a bullish day with positive vibes sweeping across Dalal Street.
_{Closing figures as on 04.08.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Hero MotoCorp (+5.20%) Strong July performance with a 21% YoY rise in vehicle dispatches (4.49 lakh units) and record EV sales under the VIDA brand pushed the stock sharply higher.

✅ Tata Steel (+4.28%) Metal stocks surged as the sector showed strong momentum; Tata Steel benefited from rising demand trends and a bullish outlook across global markets.

✅ Bharat Electronics (BEL) (+3.27%) Boosted by investor confidence in defence and strategic electronics, BEL rallied on expectations of a strong business pipeline and sector-wide optimism.

✅ Adani Ports (+3.10%) Reported 8% growth in July cargo volumes and anticipation of a 26% YoY jump in Q1 PAT due to strong realisations and logistics efficiency drove buying interest.

Top Losers

🔻 Power Grid Corp (-1.13%) Concerns over un-capitalized projects and revenue delay led to negative brokerage sentiment, causing the stock to dip despite high trading volume.

🔻 HDFC Bank (-1.00%) Profit booking dragged the banking giant as investors recalibrated positions after its recent strong performance; no fresh trigger emerged today.

🔻 ONGC (-0.83%) Energy sector lagged as crude price movements remained mixed globally, and focus shifted to high-momentum sectors like auto and metals.

🔻 Apollo Hospitals (-0.59%) With no major earnings or sector updates, healthcare stocks like Apollo saw mild profit-taking amid broader market cheer.

Q4 RESULTS

^{Click on company name for result pdf} 

INDIA FRONTIER

Everything else you need to know today

🚀 Blitz: From defence and rail to renewables, Indian firms are cashing in on a flood of high-value contracts ₹1,000 crore and counting. Think solar EPC wins, smart metering upgrades, and aerospace gear fueling a nationwide industrial sprint.

🚫 Denial: Rumors of a potential partnership between Adani Group and Chinese giants BYD & Beijing Welion have hit a hard stop. Adani firmly denied any such collaborations, reinforcing its “no foreign EV entanglement” stance.

🛢️ Flow: Despite diplomatic heat from the West, Russian crude keeps flowing into India via discreet shipping lanes and neutral ports. This shadow logistics network is turning into a case study in energy resilience, with India prioritizing energy security over global noise.

🛠️ Strike: Talks broke down. Tools went down. Over 3,000 Boeing workers are now on strike after rejecting a contract offer, halting key fighter jet production. The ripple effects? Potential delays in defense deliveries and renewed pressure on U.S. aerospace timelines just as global tensions run high.

SPECIAL

🤖 Are AI Advisors Ready to Manage Your Entire Financial Life?

India’s IPO scene is heating up but Mukesh Ambani may just be ready to set it on fire. Reports suggest Reliance is preparing to take Jio to the public markets in what could be India’s, raising over ₹52,000 crore (~$6.2 billion).

Why this matters for founders, investors, and market watchers alike:

📊 Key implications:

• Valuation Benchmark: Sets a new bar for Indian tech-telecom startups looking to go public.

• Retail Frenzy: With massive brand equity, Jio could attract significant retail investor interest.

• Liquidity Surge: A deal of this size could shift FII flows and trigger rebalancing across sectors.

But IPOs of this scale also come with risks:

• Market timing will be key, especially with global volatility and rising interest rates.

• Sustained profitability and competitive edge must remain clear post-listing.

THE HANOOMAAN INSTITUTE

💸 Want to Be Financially Ahead in 5 Years? Start With These 5 Habits Today

In a world chasing shortcuts, wealth is still built quietly through systems, not surprises.

5 foundational money habits that, while simple, are quietly transformative if followed consistently.

1. Live Below Your Means - This is the core of wealth creation. Spend less, save more, and let the margin between income and expenses become your engine for investing.

2. Invest Early and Often - Compounding doesn’t reward perfection; it rewards time. Automate your SIPs or DCA plans and stick through the cycles.

3. Track Every Rupee - Clarity creates control. Whether via an app or a spreadsheet, knowing where your money goes is half the battle.

4. Avoid Bad Debt - Not all loans are evil, but consumer debt with no ROI? That’s a compounding loss.
5. Grow Your Income - Budgeting is important, but real wealth accelerates when you increase your earning potential through skills, side hustles, or strategic career moves.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

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Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

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