Trump Tariff War have created Business Shocks around the world. Stock Markets reacted badly to the same. However, when we look into history Opportunity lies in the middle of Crisis. Let us find out Value Investing potential based on core tariff theme of Trump being Mad at China & Being a Friend of Narendra Modi where we can see a Lower Reciprocal Tariff for India which could position us for better business opportunities from US.
Aimtron Electronic
The Electronic System Design company is positioned to Gain from India becoming the Electronics Hub in next decade. Plus, China been punished heavily in the Tariff wars will help the Export business of the company. Trading at 50% down from 52wh.
Kitex Garments
Kitex started utilizing Expanded facility of 3000 Crores in Telangana. Being a core exporter of garments to US, the company is positioned to enjoy the Lower Tariffs of India. Trading at 70% Discount on Intrinsic Value & 30% down from 52wh the bargain is clear.
Oriana Power
Solar Power Player in SME segment aligned with Low-carbon, Sustainable energy solutions. CAGR Growth 100% in past 5 years makes the company at 80% Intrinsic Value Discount even with 8X value on books. 60% down from 52wh makes it the last bus for investor.
Bajaj Housing Finance
This Reputed housing finance company from the House of Bajaj is on consistent growth with CAGR 20%. The current tariff issues caused the price to correct around 50% as real estate price crashes & worries over foreclsosures in Metro Cities in India weighed up.
Rane Brake
Rane Brake Lining faced a price correction of 50% based on Global Tensions & Auto-sector impact. Being an exporter to US, the company could have a 2-step advantage of India Tariffs lower than China. Trading at 60% discount to Intrinsic Value & PE < 12 make it attractive deal.
Above Stocks are from Advisor Plan launched in April 2025. Value Investing based picks of 20 multibagger stocks. Smallcap, Midcap & SMEs.
Get the 20 Stocks Portfolio immediately on payment.
1 Year plan @ Rs 30000 selling at discount.
Advisor Team invested in this portfolio.
Tracking & Updates will be provided monthly.
Additional to the Portfolio, you will get Strategic Allocation LIVE Webinars on stocks, gold, cash, real estate & essentials for the next decade.
Learn the history. Tariff Wars turned to depression 100 years back & 200 years back. It could destroy your whole wealth or make you super rich. Position well with informed advisors.