Beneficiaries of ceasefire in tariff war crossfire. 5 stocks, 2 with an upside potential of 60%; 2 with 12% to 28% possible return

Which are the companies and sectors that will benefit the most if a China-US tariff truce prevails? Metals, obviously, because right from cars to white goods, all of them use metals. Another set of beneficiaries would be those who supply raw materials to these metal companies. Now, in metal companies the raw materials used are not the typical variety, but industrial consumables. There are not too many companies supplying these. India has many and they have been supplying industrial consumables to most parts of the world. They stand to gain as things move toward normalisation.