Here are the stocks on which the experts watch out for, as we enter a fresh month and opening the trading week.
POTUS Trump's broad tariffs have marked their dent in Indian stock markets. The investor-community has been into some deep-diving to avoid the storm affect the stability of markets. As US imposed 50% tariffs on several sectors- be it textiles, seafood, gems, chemicals among others, investors wait for some balanced opportunities to surface, once the mayhem settles. The latest trading session, i.e. yesterday saw the benchmark indices and most of the sectoral indices trade in significant losses. In fact, Sensex touched the loss of over 800 points at its intraday low.
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Amid several issues such as continued outflow by FIIs, falling INR against USD, mixed Q1 results and global uncertainty, seasoned strategists and top brokerage firms have found a set of stocks and sectors that can withstand or benefit from the new trade realities.
Brokerage houses such as ICICI Direct and CRISIL advise holding on to India's pace-setting consumer goods giants: Hindustan Unilever, ITC, and Dabur. They take strength from domestic consumption, not fickle export markets. Mirae Asset and Sharekhan prefer Bharti Airtel, attributing to it its consistent cash flows and low exposure to tariff shocks. In banking, HDFC Securities and Motilal Oswal prefer State Bank of India and Bank of Baroda, deeming that their domestic orientation insulates them from tariff-related volatility, in contrast with export-oriented private banks.
Pharma names like Sun Pharma, Dr. Reddy's, and Cipla, stay recommended by Sharekhan and ICICI Direct prominently in expert recommendations due to their large US presence and international revenue base. Infra majors Larsen & Toubro (L&T) and Siemens India also find their mentions in the brokerage calls from expected domestic project streams and government spending, and low risk of foreign trade retaliation.
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US brokerages such as Bank of America and Ritholtz Wealth see tech giants with large US production bases as their bets: Apple, Nvidia, and Tesla. They have shifted supply chains to reduce tariff vulnerability, positioning them to be leaders as global supply chains are reshaped. Apple, for instance, has quickly scaled up assembly in the US and India, avoiding trade tensions and staying on top brokerage recommendation lists.
In the midst of increased uncertainty, CNBC and Bank of America experts suggest non-equity hedges. CBOE VIX-tracking products and gold continue to be considered safe havens, with cryptocurrency ETFs being pitched as tariff-proof, bringing an uncorrelated asset in an era of global dislocation.
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With volatility established, the directive from top experts and brokerage firms is unequivocal: lean into local strength, worldwide innovation, and smart diversification. Through India's consumer staples, pharma, tech winners with local roots, or inflation-proof hedges, these top recommendations represent a practical road map for negotiating Trump's tariffs and the new era of economic caution.
