From Cement To Coal: Best Domestic Plays Amid Global Trade Uncertainty

In this episode of Market Today on Business Today TV, Sharad Avasthi, Head of Research (PCG) at SMIFS, joins us to discuss how investors can smartly navigate the current global tariff tensions. With economies becoming more intertwined, it’s hard to find completely tariff-insulated sectors—but Avasthi points to several domestic-facing opportunities that remain relatively unaffected. He highlights Coal India, cement players like Dalmia Bharat and ACC, and FMCG names such as Emami and Dabur as strong contenders. Lower oil prices, strong local demand, and limited export exposure make these stocks appealing in uncertain times. He also discusses ITC as a value buy at current levels, and shares his views on two-wheeler players like Bajaj Auto and Hero Motors, which have limited US exposure and continue to rely heavily on domestic consumption. Tune in for actionable investment ideas that can weather global volatility.