A Brief summary of the Micro/Small/Midcap Carnage

China Import and export data is one important data point but if you don’t want to go through that then look at “Facilitators of trade” which have quasi monopolies or high Market shares who will gain when there is more global trade from India –

Ports , Containers handlers , CV manufacturer ( finance companies ) etc .
Corporate Banks that can gain from increased making LC & Export Credit etc + Fee incomes
SEZ providers ( e.g construction companies like Mahindra Lifespace )

Losers : Many …
Chinese industries will focus aggressively towards Asia and also possibly India for replacing US market

Also in case you want to discuss on any of the above themes in further detail , lets take this to another thread BULL in BEAR Market so that we don’t clutter this thread

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