GLOBAL SHIPPING INDUSTRY
Sharjah eyes $3 billion Indian investment as ports shift amid Hormuz disruption
Sharjah is anticipating significant investment from India, targeting $3 billion between 2026 and 2027. The expansion of Khorfakkan port is crucial for attracting Indian manufacturers and logistics companies. With the current disruptions in shipping routes, Sharjah presents a strategic location for trade. The Khorfakkan port is also set to increase its container handling capacity significantly. Indian companies are showing heightened interest in Sharjah as a business gateway to the region.
A global job spinner for Indians is now turning into a death trap
India has emerged as the world’s second-largest supplier of seafarers, but its growing presence aboard global merchant ships has also left more Indians exposed to wars, piracy and unsafe working conditions. Recent attacks in the Black Sea and off Oman have put the spotlight on how India is trying to protect its maritime workforce through tighter regulation, repatriation efforts, real-time tracking and international cooperation.
Cabinet approves Rs 10,000-crore SME Growth Fund and new authority to plan transport and logistics
The Indian government has approved a ₹10,000-crore SME Growth Fund aimed at supporting small and medium enterprises. Additionally, an Integrated Transport & Logistics Authority has been established to enhance transport infrastructure planning. This fund is intended to address equity capital gaps currently faced by SMEs and facilitate their growth. ITLA will create a comprehensive National Transport Master Plan to improve coordination across various transport sectors.
From just-in-time to just-in-case: oil executives say world needs more export routes
The ongoing disruptions from the Iran conflict are reshaping energy supply chain strategies. TotalEnergies and BP are actively seeking alternative pipeline avenues to avoid conflict-affected areas. Chevron is in discussions with Iraq's government for potential oilfield access and new pipeline initiatives.
Vance, in interview, says Iran must make ‘meaningful’ enrichment cuts to end seven-month war
US Vice President JD Vance stated that Iran must significantly reduce its nuclear enrichment capacity to meet US demands. Vance expressed uncertainty about how decisions are made in Iran's leadership following recent clashes. The US maintains that they will not make concessions without concrete Iranian nuclear actions. Simultaneously, the war has raised political concerns for President Trump and the Republican party before the midterm elections.
Explainer: Why have India-US trade talks stalled again and what's next?
Amid rising tariffs and geopolitical tensions, trade negotiations between India and the United States have reached an impasse. The US has voiced concerns over India's ongoing acquisition of Russian oil, which could trigger higher tariffs. India aims to safeguard its vital agricultural sectors during talks while advocating for enhanced export conditions. Future discussions, particularly with Secretary of State Marco Rubio's upcoming visit, may provide an opportunity for resolution.
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Middle East oil exports are recovering despite Strait of Hormuz tanker attacks, but the bigger problem is getting crude safely to buyers
Middle Eastern oil exports have significantly recovered as shipping companies navigate a complex transport network. While conventional methods remain risky, alternate routes are being utilized to ensure continuous oil movement. Oil producers are adjusting strategies, relying on pipelines and offshore transfers to circumvent dangerous waters. The shipping process has become more expensive due to increased insurance and higher freight rates.

Why did market rise today? Sensex jumps over 685 points, Nifty closes above 22,750. 4 key factors behind D-St rally
The Indian stock market recorded notable gains as investor confidence improved with cooling oil prices and strong quarterly updates. Sensex surged over 550 points while Nifty 50 climbed above the 22,700 level, resulting in increased market capitalization. Notably, Trent shares rose nearly 13% following a robust business update, while other significant stocks also gained. Concurrently, volatility measures decreased, indicating market stability amidst broader gains in various sectors.

The US said China was priming a trade superweapon. Then it vanished
LOGINK, originally a project to improve cargo logistics, has seen its international efforts falter significantly. The platform lost key partnerships, withdrew from an international association, and is currently embroiled in legal disputes. Its operations hub in Wenzhou appears abandoned, indicating financial troubles that have emerged in recent years. Additionally, US pressure has contributed to its declining influence in global shipping.

Despite G7, fuel inflation will remain
G7's recent decision to release 100 million barrels of oil from reserves is unlikely to significantly alleviate fuel inflation as it overlaps with earlier commitments. Despite political pressures ahead of midterm elections, supply disruptions and high global demand may continue to drive prices upward, with corrections expected only by 2027.

Will Nifty, Sensex plunge for 9th straight week? TCS Q2, RBI MPC among 4 factors to drive Dalal Street from Monday
India's stock market has faced a challenging downturn, marking eight weeks of losses, the longest in 25 years. Driving this trend are soaring oil prices and rising US bond yields. The sell-off by foreign institutional investors has intensified the downturn. As companies like TCS and DMart prepare for their Q2 earnings, investors hope for signs of resilience amidst a weaker rupee fueling their concerns.

Charting the global economy: US employment growth moderates
The labor market in the US revealed sluggish growth in September, with only 29,000 jobs added, alongside a significant deceleration in wage increases. In Europe, inflation hit a three-year peak, triggering conversations around possible interest rate hikes. In contrast, China reported the weakest growth in industrial profits since November, hindered by rising expenses.

Defence stocks: Time to change strategy in a bearish market? An ecosystem with down and upside potential of -39% to plus 37%
The current fall is both at the level of the indices and the broader market. And when the selling is this broad, almost every sector is affected. But they do not all feel it equally, and it is worth knowing why every sector behaves differently at different points of time. Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.

Trump’s diesel squeeze may put Indian refiners in a sweet spot, and a bind
A potential US diesel export ban could worsen an already tight global fuel market by removing about 1.2 million barrels a day of supply at a time when Middle Eastern, Russian and Chinese exports are constrained. Europe would be particularly exposed, while India could gain export opportunities for its refiners but also face higher crude and domestic fuel costs as global buyers compete for scarce diesel.

India exports 1 tonne of Bihar's makhana to Greece
India has successfully exported 1 tonne of makhana from Purnea to Greece and 24 tonnes of frozen food products from Sonipat to Canada. These shipments are part of India's efforts to expand its overseas market for agricultural commodities. The commerce ministry highlights that Bihar produces about 80-85% of the country's makhana. The frozen food shipment from Haryana includes items like green peas and samosas.

Indian chemical sector recovery begins, but return on capital may take 2-3 years to recover: Equirus
India's chemicals sector is showing signs of recovery after a downturn in recent years. Median revenue across 72 listed companies grew by 22 percent year-on-year in the first quarter of FY27. However, established and newly commissioned plants operate at low capacity utilisation rates, influencing recovery speed. The long-term demand for India's specialty chemicals market remains strong despite the cyclical downturn.

FPO-led food exports from Haryana to Canada open new market opportunities for farmers
A 24-metric-tonne consignment of frozen food products from Haryana has been exported to Canada by Aterna Foods Producer Company Limited, marking an effort to connect Farmer Producer Organisations (FPOs) with international markets. The shipment, valued at CAD 35,140, includes frozen peas, mixed vegetables, sweet corn, peas and carrots and samosas. APEDA facilitated the export under its Financial Assistance Scheme.

Piyush Goyal says India does not have structural excess manufacturing capacity
Piyush Goyal said India does not have structural excess manufacturing capacity in sectors identified by the G20, arguing that Indian production caters to both domestic and global demand. Speaking at the G20 Trade Ministers' Meeting in the US, Goyal also stressed WTO rules, supply-chain diversification, forced labour concerns and the need to preserve policy space for developing economies.

These large-, mid- & small-cap stocks can give more than 20% return in 1 year, according to analysts
Oil prices are still up, and so are bond yields, both in the US and in other major markets. And fresh troubles seem to crop up somewhere or the other in the world. That is the reality, and there is no use pretending otherwise. The fact remains that we are living in a world where there is a readjustment taking place. And that is always painful.

India's commercial vehicle market just had its best year in seven. Then the June quarter arrived, and margins fell
There is, at this point, an apparent contradiction at work in the Indian commercial vehicles space. One: FY 2026 was the best of the last seven years. A tax cut saw prices of trucks drop by about 10%, releasing pent-up replacement demand in a fleet with an average age of about 10 years. Two: Although the sector's second-largest truck maker sold a record number of vehicles in the June quarter, adding 10% to revenue, the benefits did not flow in. Rising material costs swallowed the operating leverage.

India imports 50% of gas needs, targets 10X CBG output: Hardeep Singh Puri
India's Petroleum and Natural Gas Minister Hardeep Singh Puri emphasized the need for enhanced domestic energy production. Rising energy demand, outpacing the global average, requires India to become less reliant on imports. The government is implementing a new compressed biogas framework to increase domestic production significantly.

Building global infrastructure: JEY GROUP’s vision for long-term growth
Acknowledged for his pivotal role in global maritime investments, Dr. Dattatreya Nagireddy leads JEY GROUP’s mission in creating connected ecosystems to boost international trade and sustainable energy practices. His leadership is centered on logistics, shipping, and energy, aimed at branching out operations worldwide. This recognition reflects JEY GROUP's commitment to fostering long-term economic growth by adopting a holistic approach in key market industries.

India oil refiners change tactics and hire ships to cross Hormuz
Indian oil refiners are now hiring tankers to pick up crude oil within the Persian Gulf. This approach helps cut costs and secure supply chains amid changing geopolitical conditions. Recent Iraqi crude sales are on a free-on-board basis, giving Indian refiners better logistics control. The recovery of oil flows through the Strait of Hormuz significantly contributed to this strategic shift.

Senate punts bill to permanently ban Chinese cars until after midterm elections
Legislation aiming to permanently prohibit Chinese vehicles and technology from entering the U.S. market is currently stalled. Senators are negotiating to address concerns raised by a Republican senator regarding foreign ownership stakes. The proposed bill seeks to protect American automakers from subsidized Chinese competition and prevent data privacy risks. Supporters of the bill anticipate revisiting this matter after the upcoming November elections.

In 2018, sisters invested A$25,000 in Mustard Made; years later, their side hustle became an 8-figure brand with 30+ employees across 3 continents
The sisters got their first real answer at a Sydney trade show. They had put A$25,000 into Mustard Made and were expecting to build slowly. Instead, buyers placed more than A$200,000 in orders over the launch weekend. The response changed their plans almost immediately. What began as a small test suddenly looked like a business that could grow far beyond Australia.

GIFT City eyes direct listings without IPO to deepen equity market, says IFSCA's Pradeep Ramakrishnan
IFSCA plans to introduce a direct-listing framework at GIFT City within months, allowing companies to list shares without traditional IPOs. The move aims to deepen GIFT IFSC’s equity market, complementing its growing bond, overseas investment and sustainable finance ecosystem.

SAIL flies in Mongolian coking coal as it seeks new supplies, sources say
Steel Authority of India has airlifted a 1-metric-ton sample of coking coal from Mongolia for testing. This trial was initiated as part of India's effort to reduce reliance on Australian coal imports. Transporting coal from Mongolia poses significant logistical challenges, especially due to India's strained relations with China.

China is building a new rulebook for dealing with the US — tariffs are only the beginning of a much broader reset
China and the United States have established a reciprocal framework for tariff reductions on approximately $30 billion of goods from each side. They created two new boards to facilitate trading and investment discussions as a means of ongoing economic cooperation. Additionally, a dedicated dialogue on artificial intelligence (AI) issues has been initiated between the two nations. The Kuala Lumpur trade arrangement has also been extended for further negotiations.

India has ‘insulated' itself from the 'turbulence' of crude supply shock: Hardeep Singh Puri
Union minister Hardeep Singh Puri said India has so far insulated itself from crude oil and natural gas supply disruptions caused by the West Asia crisis and Strait of Hormuz volatility. He said logistics remained the key challenge, while India has diversified crude sourcing to 41 countries and strengthened domestic LPG production.
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