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CONTAINER SHORTAGE IMPACT
Kandla Port's 40-day cargo delays put India’s rice exports at riskIndian rice exporters face significant logistical challenges at Kandla port. Cargo clearance now extends to forty days, impacting perishabl...- Hormuz uncertainty pushes landed costs up to 50%, raising risk of higher consumer pricesThe escalating unrest near the Strait of Hormuz is causing a notable spike in shipping expenses for businesses in India. An increase in fre...
- Apple’s M5 MacBook Air faces supply crunch amid global memory chip shortageAnthropic will soon offer in-country inference for its Claude AI models in India. This allows customer data to be processed on servers loca...
- The ethanol story is changing. Is investing in the ecosystem the better way? 15 stocks across different market cap segmentsThe ethanol story started simply enough: Cut India's dependence on imported crude oil. It would save foreign exchange. Give farmers a new a...
- ITC Q1 Preview: Will cigarette tax shock drag profit lower despite FMCG strength?ITC is expected to report a weak Q1FY27 as the first full-quarter impact of the new cigarette tax regime weighs on volumes and profitabilit...
- Trade all at sea: Freight rattled by delays, ship shortages and port congestion as West Asia conflict flares up againRenewed conflict in West Asia is significantly disrupting India's exports, with exporters facing container shortages and limited vessel ava...
- After Hormuz, Gate of Tears may make the world cry. What about India?The Bab el-Mandeb Strait, a key shipping route connecting Red Sea and Gulf of Aden, faces growing risks of disruption after Yemen’s Houthi ...
- Accounting fraud: Every time, the same queue. The company, the auditor, and shareholders at the endBy the time a “going-concern” paragraph appears in an audit report, the trouble is usually several quarters old. The earlier signals are el...
- Housing finance stocks: Is the worst of perception over? Time for a relook? 11 HFC stocks with upside potential from a low 6% to 30%As a sector, housing finance has borne the brunt of regulatory changes and various scams at different points of time. It is a sector that h...
- Russia tries to jam Elon Musk's Starlink systems to counter Ukrainian dronesRussian forces are camouflaging supplies and using jamming systems to disrupt Ukrainian drone operations. These tactics aim to counter Ukra...
- India breaks into China's steel box monopoly after costly lessonIndia has launched its first export-import (EXIM) shipping container for global deployment, marking its entry into a sector overwhelmingly ...
- Can a weak monsoon slow India's economy? Here's what investors need to knowA 10% rain deficit could add as much as one-percentage-point to headline consumer inflation driven by food prices, according to research by...
- Putin says Russia will press on with front-line campaign regardless of Ukraine proposalsPresident Putin declared Russia's intent to fully capture four Ukrainian regions, dismissing a Ukrainian proposal for a ceasefire as a tact...
- From floods to war, state-run oil firms prove indispensable despite repeated privatisation bidsIndia's state-run oil companies have proven indispensable during national crises, from floods and pandemics to global conflicts. Despite pa...
- West Asia conflict may pressure hospitality occupancy, warns ICRA; FY27 estimate at 72-74%Hospitality sector occupancy is projected at 66-68% for early FY27, rising to 72-74% for the full year, according to ICRA. However, prolong...
- Higher prices for gas, groceries and flights will outlast the Iran war, experts sayA tentative deal to end the Iran war offers hope but immediate price drops for consumers are unlikely. Experts suggest it will take time fo...
- Alang shipbreaking yard, world's largest, faces worst-ever crisis as vessel arrivals hit record lowAlang, India's largest shipbreaking yard, is experiencing its worst downturn. Geopolitical tensions and extended ship lifespans have led to...
- Govt restricts bulk industrial petrol, diesel purchases through petrol pumpsIndustrial and commercial users can no longer buy petrol and diesel from petrol pumps. They must now get fuel from bulk sale points. This c...
- 100 days of Iran war: India must brace for broad-based economic shockIn a volatile turn of events, escalating strikes between Iran and Israel are sending shockwaves that may reach India’s economy. As the spec...
- Long voyage time impacted trade, no container shortage: Govt to ParliamentGlobal trade, including Indian exports, is impacted by extended voyage times and conflicts in key regions. Despite no reported container sh...
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