US and UK Trade Deal Benefits
The US and UK trade deal, announced by President Trump, slashes car tariffs from 25% to 10% for a 100,000-vehicle quota, significantly benefiting Tata Motors’ subsidiary Jaguar Land Rover (JLR).
JLR, reliant on North America for 36% of Q3 FY25 sales, resumed US exports in May after a tariff-driven pause in April.
The India-UK FTA further aids JLR by cutting import duties from 100% to 10%, boosting competitiveness in India’s luxury market.
Tata Motors’ stock, rebounding 16% from a 52-week low, is poised for long-term growth.
The US-UK deal’s 10% tariff baseline hints at potential India-US trade talks, enhancing JLR’s global prospects.
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