SHRIMP EXPORT STOCKS
$12 billion Trump tariff refund for Indian exporters. Which stocks may benefit?
Tariff refunds are set to begin after the US Supreme Court ruled Donald Trump’s tariffs unconstitutional. US Customs and Border Protection has launched the first phase of its refund system, allowing importers to file claims—potentially benefiting export-focused companies.
Trump tariff refunds begin today: Gokaldas Exports, Avanti Feeds, other textile and shrimp stocks rally up to 7%
Export-oriented shrimp and textile stocks rallied up to 7% on Tuesday after the US began rolling out refunds for tariffs imposed during Donald Trump’s presidency, following a Supreme Court ruling that struck them down. Companies like Gokaldas Exports and Avanti Feeds saw strong gains as investors bet on improved US demand and stability ahead.
Why Motilal Oswal’s BFSI fund is betting big on capital market ecosystem: Prateek Agarwal of Motilal Oswal AMC
Prateek Agarwal of Motilal Oswal AMC highlights a shift in financial sector growth from traditional banking to capital markets like AMCs, brokers, and exchanges. He discusses how recent trade deals with the US and EU boost India's manufacturing and investment appeal, potentially reversing FII outflows and strengthening the rupee.
Reeling from the Iran war's oil shock and 'running out of ideas'
Governments are implementing energy-saving measures. Many countries depend heavily on oil imports through a troubled strait. Low oil reserves exacerbate the crisis. The poor are suffering the most as prices rise across industries.
West Asia tensions rattle Dalal Street; pharma and metals buck the trend
West Asian conflict's spillover to India fueled investor uncertainty, impacting sectoral indices except pharmaceuticals and metals. Export-facing sectors and those reliant on crude oil and Gulf imports face adverse effects. Oil and gas stocks saw mixed reactions, with upstream companies benefiting from rising crude prices.
Trump tariffs axed and the 150-day factor: 3 sectors, 15 stocks where real business was hit by tariffs; now the noise may increase
Given that the US stock market reacted positively to the Supreme Court’s decision to strike down President Trump’s tariffs, there is a high probability that emerging markets, whose economies were impacted by these tariffs, may also see an upmove. Now, the question: Should the development be taken at face value, or does one need a more nuanced view? Because, there could very soon be more tantrums and social media posts – bringing more uncertainty to global equity markets.
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Seafood stocks dip amid margin pressure and competition
Seafood stocks saw a dip after a rally, despite a positive medium-term outlook from the India-US trade deal expected to boost marine exports. Investors remain cautious due to near-term margin pressures and intense competition. The deal's success hinges on ongoing negotiations and the US tariff stance for other exporters, crucial as the US is India's largest market.
Stocks with a 3- to 5-year perspective. 7 stocks where the budget continues to provide tailwinds by way of policy support
Defence, railways, power. The common thread running through these sectors is that revival came only after the government brought about policy changes that prioritised them. However, unlike, for instance, power, where government support resulted in a relatively quick turnaround, there are some sectors where such support would be needed for a longer time. The fact that the government has, for the third year in a row, made an effort in the budget clearly shows its intent.
Tariff shock to trade détente: How India's most vulnerable sectors went from worries to cheers
India and the US have struck a trade deal. This agreement withdraws steep US tariffs on Indian goods. Indian exporters faced significant duties, impacting sectors like textiles and marine products. Details on specific sectors are still emerging.
Avanti Feeds, Apex Frozen and other shrimp stocks surge up to 20% after India–US trade pact
Export-focused shrimp stocks such as Avanti Feeds and Apex Frozen Foods surged nearly 20% after India and the US finalised a trade deal slashing tariffs on Indian exports to 18% from 50%. The move removes a major overhang for the sector, which relies heavily on the US for nearly half its export demand.
Apex Frozen Foods, Gokaldas Exports and other textile, shrimp stocks zoom up to 12% as India-EU gear up to announce trade deal today
Shares of Indian textile and shrimp companies surged following the conclusion of a free trade agreement with the European Union. This pact, a result of 18 years of negotiations, is expected to boost bilateral trade. Additionally, renewed optimism for an India-US trade deal emerged after US President Donald Trump's positive remarks. These developments signal potential growth for export-focused sectors.
Budget 2026, 2031 & beyond: 13 stocks from 3 sectors not in such good shape at this time. Will the budget help turn them around?
There are many sectors that are dependent on government policies or spending. How does the government plan to deal with them? For example, when this government came to power, infrastructure was its focus. So, roads and power were the sectors taken up first, with more clarity on policy, removal of hurdles, and fresh fund allocations. Then it was railways, and along with it, although quietly, defence. Now, there are other sectors the government has been working on. And a hint of that has only come in the last couple of budgets.
Shrimp & fisheries stocks: Out of troubled waters? It’s both No and Yes. 4 stocks to keep an eye on, but for the right reason
The European Union has green-lighted exports from 102 additional Indian marine establishments. Result: All stocks related to aquaculture and fisheries have seen a bump up. Now, this is not the first time that these stocks have moved up in unison. In the past two years, there have been a couple of times when this has happened. But the rallies have failed to sustain because the headwinds just kept coming. The latest headwind is the US tariff, with the aquaculture sector being the hardest hit. So, the EU decision is surely a welcome one. But does it mean that all the sector’s troubles are over? Probably not. Interestingly, though, this development probably signals something else.
With Odisha and Andhra being governed by NDA 3.0, will Aquaculture, a sector dominated by small caps and troubles, see a turnaround?
When looking at any sector, it is good to know the history of that sector, it helps in bringing the context to the possible investing time frame and also the risks which come with that particular investment. Aquaculture as a sector came into limelight in 1992-93. Best of the names of India Inc of that time entered the sector as the Indian economy was opening up and exports were expected to pick up. It was assumed that given the long coastline the production of shrimps would be an easy business to grow. But reality turned out to be very different and the story is full of troubles. There were multiple reasons, right from the nature of business itself and lack of coordinated and sustained support by the government. But now with NDA 3.0 in power in two states which dominated this sector, will there be a more coordinated effort to bring this industry back on track and turnaround is sustained?
Revenue from export of shrimps likely to increase 20% to $4.3 bn in 2021: Crisil
In calendar 2020, lockdowns and supply-chain disruptions meant exports declined to $3.6 billion from $4.7 billion in 2019. Ecuador edged past India with $3.7 billion exports because it had fewer logistical snafus and focused on catering to the voracious appetite in China for raw shrimps.
Higher shrimp price may boost production
The US and South East Asia, particularly China, are the major buyers of Indian seafood.
Sluggish shrimp production hits Indian seafood export
Seafood exporters are also facing pressure from US' seafood import monitoring programme (SIMP).
Gaja cyclone to hit farm shrimp production in India
India emerged the world’s top supplier of shrimps in 2017-18 with an output of 6 lakh tonnes.
Indian farmed shrimp production may be down by 20% this year
Shrimp production in India touched 6 lakh tonnes last year but is expected to slow down in 2018-19.
Seafood exports may shrink due to low shrimp prices
While prices of shrimp, which dominates the seafood export basket, are down by 20% from last year, fear of white spot disease and lower prices had forced many farmers to go for partial harvest.
40% crash in Avanti Feeds shares baffles investors: What’s cooking?
The fall in share price has been too much and too fast by any measure.
Rising demand, better margins to shield Indian shrimp exporters
The central bank’s munificence has prompted Power Finance Company, IRFC, Nabard to tap the bond market again.
Indian seafood exports to be hit if US okays preliminary report on new anti-dumping duty on shrimps
The US is the largest buyer of Indian shrimps accounting for 30% of the total seafood exports from the country slated to touch $6 billion in the current fiscal.
Rising shrimp prices, exports make Avanti a good catch
Shrimps account for around 66% in value and 40% in volume of India's marine exports. Avanti sells shrimp feed to local aquaculture farmers and has 40% market share.
FDI to help local shrimps get global dressing
The Narendra Modi government’s decision to allow 100% foreign direct investment in aquaculture has spread cheer in the country’s seafood sector.
Small-sized shrimps finding big global takers; may lead to better production this year
Higher global prices for smaller-sized shrimps may lead to better production of aquaculture shrimps, which are the mainstay of the Rs 33,000-crore Indian seafood exports.
Low shrimp output may hit exports
At a record 3.53 lakh tonnes, farmed vannamei shrimps accounted for 67% of India's seafood export of Rs 33,441 crore in 2014-15.
Artemia cyst larval feed import hurdles touble shrimp farmers
Technical hurdles are hampering the import of live larval feed, an essential ingredient for the aquaculture shrimp production in the country.
Shrimps form 70% of seafood export basket on global shortage
Share of shrimps in the Indian seafood export basket jumped from around 52% to nearly 70% as the country capitalises on the increased demand.
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