Indian ports seen benefiting from ongoing supply chain shift

Indian ports are set to gain significantly from the global China+1 strategy as companies diversify their supply chains away from China. Moody’s Ratings, in its latest report released last week, highlighted that while Chinese ports may face short-term financial challenges, ports in India and Indonesia could see increased activity. This shift is driven by geopolitical tensions and India’s relatively low exposure to US tariffs. The report noted that most cargo moving through Indian and Indonesian ports serves the domestic market. Beyond geopolitical concerns, the report pointed out that India’s exposure to US tariffs is relatively low compared to other markets, thanks to its diversified export base and a robust domestic economy. With the global manufacturing shift gaining momentum, Indian ports may be in the right place to capitalise on this trend at the right time, said a report.

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