Reciprocal tariffs: 3 sectors, 11 stocks that investors need to watch as there may be direct, indirect real business risks

When it comes to reciprocal tariffs, the focus is on select sectors like pharma, auto, and IT. But remember: The US, one of the largest producers of agri-products, is looking for a market for these products as it fears losing the Chinese market. And it will use tariffs as a tool to push India to open up. So, there is a real business risk to some sectors that is not being much talked about at this point of time. Investors would do well to focus on these sectors, rather than the current street narrative. Just to put this in perspective: There is so much talk about tariffs on automobiles. But how much of auto products (in volume and value terms) do we actually export to the US?