AIR FREIGHT FOR FOOD
IPL 2026 sees 3% dip in TV ad volumes in first two weeks
Television advertising for the Indian Premier League saw a slight dip in early matches. Factors like a rain-hit game and reduced spending on afternoon broadcasts contributed. Broader economic challenges and the absence of fantasy sports platforms also played a role. However, experts suggest this trend may reverse as the tournament progresses. Shifts in advertising categories are also noted.
India Inc ramps up exports as Iran ceasefire reopens Middle East trade
Indian businesses are seizing opportunities after the Iran war ceasefire. Exports are resuming, and factories are returning to full capacity. Companies expect a surge in orders for reconstruction activities in war-affected nations. Pharma and packaged food sectors see increased demand.
Iran's Gulf attacks put India’s money flowing engine into one of the toughest tests
India's essential remittance inflows are confronting an extraordinary obstacle. The intensifying turmoil in West Asia is fueling anxiety among millions of Indians working abroad. This turbulence could drastically reduce the money transferred home, potentially weakening India's financial standing. Analysts express concern over a looming decrease in remittances, with potential repercussions for the current account and currency health.
Several measures announced to cushion exporters from Gulf conflict impact: DGFT
India is taking steps to help exporters facing challenges due to the Gulf conflict. Key sectors like gems, jewellery, rice, and pharma are affected. The government is working with insurers and banks on insurance and finance issues. Measures are being devised to resolve exporter problems.
India may soon announce more relief for exporters hit by West Asia crisis
India's government is introducing measures to support exporters facing disruptions from the West Asia crisis. Freight subsidies are being considered as part of a relief package. The ongoing conflict has impacted global trade and shipping costs. India's food and energy security remain strong despite these challenges. Merchandise exports saw a slight dip in February, with trade deficit narrowing.
Gas price surge hits hard — commuters feel the pain as costs may rise even more
Gas prices in the United States are rising quickly and putting pressure on commuters. Many workers are spending more money on daily travel and cutting other expenses. Longer commutes and inflation are making the situation harder. Some drivers are considering carpooling, biking, or remote work. Experts warn fuel costs may stay high, which could continue affecting household budgets and travel plans.
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Think beyond the war? 8 stocks from different segments of the engineering and capital goods sector, with upside potential of 6 to 42%
At this point of time, anything related to the Middle East is in trouble. Unlike past Gulf wars, the whole region is affected this time, with major damage to oil and gas infrastructure. So, yes, in the short term, a number of sectors and companies will be under pressure. There is, however, another way to look at it. When the rebuilding starts (and be sure that it will start as soon as the war ends), there will be some companies that will be in advantageous positions. Some will be direct beneficiaries, while some would benefit indirectly from the rebuilding.

Why are Chinese flights to North Korea resuming?
Air China restarted direct flights between Beijing and Pyongyang on Monday for the first time since the pandemic, although for now North Korea is only allowing in travellers with official or other special purposes. - North Korea's Air Koryo had already restarted flights from Beijing to Pyongyang in 2023.

Noida International Airport takeoff: PM Narendra Modi unveils mega hub, flags 'Viksit Bharat' push amid global turbulence
Prime Minister Narendra Modi inaugurated the first phase of Noida International Airport. This project is set to boost jobs and connectivity in Uttar Pradesh and India. The airport will benefit farmers and small businesses. It is part of a larger infrastructure development plan for western Uttar Pradesh. The Prime Minister also addressed global economic concerns.

UAE retailers tap alternative ways to fill food aisle
Dubai retailers are finding new ways to bring goods to the UAE. A truck is traveling from London to Dubai carrying snacks. This land route bypasses shipping disruptions. Other retailers are flying in food from India. These efforts ensure supermarket shelves remain stocked for consumers. The UAE is actively monitoring food prices.

Press Note 3 of 2020 amendment provides for beneficial ownership definition: Govt to Parliament
New rules define beneficial ownership for countries sharing land borders with India. Investors from these nations can hold up to 10% ownership via the automatic route. FDI inflows are at a record high, showing strong returns for foreign capital. Production Linked Incentive schemes have attracted significant investment and created jobs.

How US-Israeli war on Iran is upending global business
The ongoing U.S.-Israeli conflict with Iran has created a ripple effect across the fabric of global trade. Businesses are feeling the pinch of rising energy costs and shortages of fundamental raw materials that fuel their operations. With crucial trade routes in jeopardy, everything from food supplies to auto parts is at stake.

These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
With crude prices cooling down on a relative basis thanks to US President Trump’s claims about talks with Iran, there has been some recovery in the global equity markets. This includes the Indian market as well. The difference in India, however, is this: Higher crude prices bring with it the kind of disruption that will have a much broader impact as compared to other emerging markets.

West Asia crisis: Full benefits restored under RoDTEP scheme
The government has reinstated full benefits under the RoDTEP scheme for exporters, reversing a previous reduction in rates and value caps. This move aims to support businesses grappling with increased freight costs and war-related trade risks stemming from disruptions in the West Asian maritime corridor. The restoration is effective until March 31, 2026.

From airlines to chemicals: Iran war may deepen raw (material) wounds, leave India Inc bleeding
Companies face escalating cost pressures due to the US-Israel and Iran conflict disrupting supply chains and raising raw material prices. Rising energy costs and freight charges will fuel inflation, squeezing margins across various sectors. Micro, small, and medium enterprises are particularly vulnerable to these mounting economic challenges.

Iran war begins to bomb the GST bonanza. What can happen?
Iran War: Escalating geopolitical tensions in West Asia are threatening to reverse gains from India's GST rationalisation. Rising crude-linked input costs, supply chain disruptions, and higher freight rates are forcing companies to consider price hikes, potentially eroding demand momentum. While the broader consumption outlook remains resilient, inflation risks are increasing.

Middle East war disrupts pharma air routes, risks cancer drugs supply
The ongoing conflict in the Middle East is wreaking havoc on crucial medical supply chains to the Gulf region. Life-saving medications that require cold storage are struggling to reach their destinations, prompting companies to adapt by rerouting flights and exploring land routes. As the violence escalates, treatments for cancer and other vital health needs hang in the balance.

Air freight rates soar as Middle East conflict blocks trade routes
Air cargo costs are soaring by up to 70% on some routes. A conflict in the Middle East is disrupting flights and blocking sea shipments. This is forcing companies to use more expensive air freight. Jet fuel prices have doubled, further increasing costs. Key air cargo hubs are experiencing reduced operations.

India’s West Asia trade artery under strain with up to $4 billion in monthly exports at risk
The Gulf war is beginning to disrupt key maritime routes used for India’s exports, putting up to $4 billion of monthly shipments at risk if the situation continues for a month, according to the Federation of Indian Export Organisations (FIEO). Exporters are trying to reroute cargo and explore alternative markets as shipping and air logistics face delays and rising costs.

How US-Israeli war on Iran is upending global business
Global trade faces major disruption due to the U.S.-Israeli war on Iran. Flights are cancelled, and air travel is in crisis. Critical raw material supplies are squeezed. Businesses from airlines to banks are impacted. This conflict affects everything from food to car parts, creating significant global economic challenges.

Pumps, pipes & pantries: The West Asia war is knocking on Indians' doors
India feels the ripple effects of the Iran conflict as energy imports via the Strait of Hormuz encounter disruptions. This turmoil exacerbates inflation, hiking prices on essential items like fuel and groceries. With supply chains under strain, businesses are navigating challenges while the government moves to bolster local gas resources.

Adani Total Gas, Stove Kraft among 30 stocks that surged up to 20% despite Rs 6 lakh crore wealth wipeout
Despite a sharp market downturn, select gas and water-related stocks delivered strong gains. Adani Total Gas hit the upper circuit on policy support, while Jindal SAW surged after the Jal Jeevan Mission extension, lifting several allied companies even as broader indices like BSE Sensex and Nifty50 fell.

Dubai keeps shelves stocked even as war disrupts food shipments
The Middle East war is straining food supply chains in the UAE, which imports about 90% of its food, as disruptions in the Strait of Hormuz delay shipments of items such as rice, meat and coffee. Some cargo is being rerouted by air or road, while retailers like Lulu have started chartering cargo flights to keep supermarket shelves stocked.

How US-Israeli war on Iran is upending global business
A U.S.-Israeli war with Iran is causing global business disruptions. Energy prices are rising, and critical raw material supplies are squeezed. Trade routes are facing reliability questions. Travel chaos has stranded thousands, and airlines are rerouting flights. This conflict impacts major hubs like Dubai and affects industries from defense to fast fashion and chips.

US Stock Market | US-Israel war with Iran sends shockwaves through global business
Global businesses face turmoil as the U.S.-Israeli conflict with Iran escalates. Energy prices are surging, impacting supply chains for everything from food to car parts. Critical shipping and air routes through the Middle East are disrupted. Companies are grappling with increased costs and potential inflation.

India's ceramics and tiles industry faces shutdown as Middle East conflict disrupts fuel
Morbi's massive ceramics industry is in crisis. Fuel shortages are forcing factories to halt production. Exports to the Middle East have stopped completely. Industry leaders warn of a widespread shutdown after March 15 if the situation does not improve. This threatens hundreds of thousands of jobs in Gujarat's vital tile sector.

Indian fruit, vegetable exporters a worried lot as Iran war upsets all calculations
Iran war: Demand typically rises during Ramzan-Easter. Several exporters even source seeds and cultivate produce specifically for Europe, where January to April is considered a lean cultivation season. However, ongoing disruptions have upended shipment plans in a major way.

Freight, fuel, and fear: As missiles fly in West Asia, these Indian sectors take the hit
Gulf shipments face delays; insurance gaps and oil risks add to uncertainty. War-risk premiums, shipping reroutes, and oil volatility add pressure on MSMEs.

Government calls urgent meet as West Asia turmoil hits air cargo, shipping routes
The government has convened an urgent meeting with exporters, logistics players and key ministries to assess the impact of escalating West Asia tensions on India’s trade.
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