Summary:

Indian ports are expected to benefit from the global China+1 strategy as companies diversify supply chains away from China. Moody’s report on May 20 highlights that while Chinese ports may face short-term challenges, Indian and Indonesian ports could see more activity due to geopolitical tensions and India’s low exposure to US tariffs. Most cargo at these ports serves the domestic market. India’s diversified export base and strong economy reduce its tariff risks. Moody’s lowered India’s 2025 growth forecast to 6.3% but remains optimistic about 6.5% growth in 2026, positioning Indian ports well to capitalize on this shift.

Source: IBEF

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