New Delhi, Feb. 3 -- The India-US trade deal announcement has lifted investor sentiment around Indian cable and internet gear makers such as Sterlite Technologies Ltd (STL), HFCL Ltd, RR Kabel Ltd, Polycab India Ltd and Havells India Ltd, amid expectations of improved US export prospects and margin recovery after earlier tariff-related pressures, analysts said.

Shares of these companies were up 3-3.3% intraday on Tuesday as investors priced in potential gains from lower tariff barriers and stronger demand from US data centre and telecom infrastructure projects.

US President Donald Trump said late night on Monday that the two countries had agreed on a trade deal under which the US would lower its reciprocal tariff on Indian goods from 25...