ICICI Securities predicts Nifty bull case target at 28,100 by March 2026; here are its top stock picks

ICICI Securities highlighted that India stands to benefit from differential tariff structures, especially if the US selectively imposes higher duties on China and its North American partners, while keeping India in the lower bracket. This could materially improve India’s export competitiveness in machinery, chemicals, textiles, and engineering goods—segments where Indian and Chinese exports to the US significantly overlap..