The India–US trade deal has brought a major turnaround for India’s gems and jewellery sector. With the US reducing import tariffs on Indian jewellery exports from 50% to 18%, export-oriented companies are now witnessing strong growth opportunities. This landmark india us trade deal is expected to revive exports, increase profitability, and boost investor confidence across jewellery stocks.
How the India–US Trade Deal is Impacting Jewellery Sector
The new india us trade deal focuses on improving trade balance and encouraging bilateral exports. The tariff reduction makes Indian jewellery more competitive in the US market, leading to:
Higher export demand
Improved operating margins
Better earnings visibility for jewellery exporters
Revival in sector sentiment
This agreement is a major relief for exporters, especially after the sector faced heavy pressure due to high tariffs imposed in 2025.
Stock Market Reaction to India–US Trade Deal
Following the announcement of the india us trade deal, jewellery stocks witnessed sharp rallies:
Goldiam International: +20%
Vaibhav Global: +20%
Kalyan Jewellers: +7.6%
Senco Gold: +7.4%
Rajesh Exports: +20%
This surge clearly indicates strong investor optimism driven by improved export prospects.
Top Jewellery Stocks to Watch After India–US Trade Deal
Some of the key beneficiaries of the india us trade deal include:
Titan Company: Strong brand dominance and retail growth
Kalyan Jewellers: High export exposure and strong market reach
Goldiam International: Maximum benefit due to US-focused exports
Rajesh Exports: Global exporter with strong recovery potential
Vaibhav Global: E-commerce export-driven business model
Among these, Goldiam International and Rajesh Exports are expected to gain the most due to their strong export orientation.
Jewellery Sector Growth Outlook 2026
India’s domestic jewellery market is projected to grow at 17% CAGR, reaching $133.9 billion by 2030.
Jewellery exports are expected to recover strongly, touching $38 billion in FY26, mainly supported by the india us trade deal.
Rising demand from the US, along with government export-friendly policies, is likely to fuel sector growth.
Is It the Right Time to Invest?
Yes, the india us trade deal makes this an attractive time to consider jewellery stocks. However, investors should carefully evaluate:
Export exposure
Company fundamentals
Gold price volatility
Financial performance
Investment Strategy:
Conservative investors: Prefer large-cap stocks like Titan
Moderate risk investors: Look at Kalyan Jewellers & Senco Gold
High-growth seekers: Consider Goldiam International & Rajesh Exports
Conclusion
The india us trade deal has reshaped the future of India’s jewellery industry. With lower tariffs, rising exports, and growing investor confidence, jewellery stocks are poised for strong long-term growth. For investors seeking exposure to export-led sectors, this could be a promising opportunity.
FAQs – India US Trade Deal & Jewellery Stocks
Q1. What is the India–US trade deal?
The india us trade deal is a bilateral trade agreement that reduces US tariffs on Indian exports from 50% to 18%, boosting export competitiveness.
Q2. How does the India–US trade deal benefit jewellery stocks?
It lowers export costs, improves profit margins, increases demand, and strengthens revenue visibility for jewellery exporters.
Q3. Which stocks will benefit the most from the India–US trade deal?
Goldiam International, Rajesh Exports, Vaibhav Global, Kalyan Jewellers, and Senco Gold are expected to benefit the most.
Q4. Is it safe to invest in jewellery stocks now?
Yes, but investors should evaluate company fundamentals, gold price trends, and overall market conditions before investing.
The long-term outlook is highly positive, with strong export recovery and sector growth projected through 2030.
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