Which stocks are vulnerable to Brexit?

The widely tracked UK referendum has ended with a major negative surprise. The Brexit camp has won the vote. It is important to gauge the impact on stocks exposed to the EU-UK region. As markets slowly grind their way amid volatility, stock market investors are thinking of Brexit-proofing their portfolio. So which are the stocks to watch closely? Analysts estimate four kinds of impact of the event for Indian stocks. One, companies could face demand weakness on account of the potential slowdown in the EU and the UK. Two, volatility in commodity prices and currency impact on account of the potential depreciation of the Rupee, Euro and the Pound could aggravate. Three, there could be translation losses for companies with significant operations in the UK and the EU. Four, companies that have forex loans could face a balance sheet impact on account of unhedged exposure. Here's their sector wise assessment. Auto-pilot? Within the automobile space, component suppliers are expected to be more adversely impacted compared to original equipment manufacturers -- with the exception of the JLR business of Tata Motors. The impact on the JLR business will depend on how trade agreements between the UK and other EU countries are rewritten. On the positive side, a depreciating pound