💨 Abstract

Goldman Sachs' report predicts a potential decrease in India's private sector capital expenditure (capex) due to global tariff uncertainty. Companies may delay new investment plans as tariff rates remain uncertain for the next few months. This could impact the order inflow for capital goods and infrastructure sectors. The report also anticipates a slowdown in container traffic and port volumes due to importer caution amid tariff uncertainty and weak global demand.

Courtesy: theprint.in

Summarized by Einstein Beta 🤖