💨 Abstract

The Jefferies report suggests that India's port sector, particularly container volume, is vulnerable to US tariffs and global growth slowdown. Container volumes are more correlated to global GDP growth, while Indian port volumes have a higher correlation with domestic GDP growth. Despite this risk, the sector is projected to receive over $30 billion in investment by FY30, compared to less than $10 billion in the past decade.

Courtesy: theprint.in

Summarized by Einstein Beta 🤖