These sectors may benefit tomorrow as Trump pauses reciprocal tariffs for 90 days

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US President Donald Trump on April 9 announced a 90-day 'pause' on reciprocal tariffs for all countries except China. This is set to act as a major relief to the markets, which earlier crashed after the tariff announcement on April 2.After Trump made his 'Liberation Day' announcement and unveiled 26 percent tariff on India on April 2, Indian stock markets strongly reacted, accompanying global peers. Sensex crashed over 2,000 points on April 7, while Nifty plunged over 4 percent.However, the latest pause on tariffs is expected to provide much needed relief to investors when markets reopen tomorrow (April 11). Notably, markets are closed on April 10 on the occasion of Mahavir Jayanti.SectorExpected outcomeStocks to watchITIT stocks have seen a significant slump in recent days, with Nifty IT falling over 10 percent since April 2. Most of the IT players derive major portions of their revenue from the US. Trump's tariffs triggered fears of US recession, which acted as a major negative for the stocks. However, after the pause on the tariffs, Goldman Sachs dropped their US recession forecast. This is expected to be positive for IT stocks.InfosysTCSCoforgeHCL TechAuto component makersShares of auto component makers tumbled after Trump's reciprocal tariff announcement. However, these stocks may rise tomorrow, on the back of the tariff pause.Sona BLWSamvardhana MothersonMetalsThe tariff pause will be positive for metal stocks which have been the worst hit by the tariffs. Copper and other metal prices have already shot up after the temporary relief. China's stimulus plan, alongside lower risk of a US recession, may help metal stocks.Hindustan Copper,HindalcoTata SteelJSW SteelRealtyPositive sentiment from the tariff pause and 25 bps cut in RBI's interest rates are likely to influence the realty stocks.DLFGodrej PropertiesSobha RealtyFisheryThe shares of shrimp feed companies tumbled after US President Donald Trump announced reciprocal tariffs on several nations including India. Notably, these firms have strong export exposure to US, with significant portion of their revenue being driven by the American market. The tariff pause is expected to boost the shrimp stocks.Avanti FeedsApex Frozen FoodsCoastal CorpSolar EPC firmsIndia's solar engineering, procurement and construction (EPC) firms have significant exposure to the US market. The latest tariff pause is set to be...

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