Archive · 20 May 2025
Indian Ports Set to Benefit from Global Supply Chain Shift
Companies are moving their manufacturing away from China (China+1 strategy), and this will help ports in India and Indonesia.
Moody's says Indian ports will benefit because businesses are setting up shop in the country.
Tensions between India and Pakistan could affect emerging markets.
India's exports to the US are diversified, which protects it from US tariffs.
Moody's lowered India’s growth forecast for 2025 to 6.3% but expects growth in 2026.
Indian ports are positioned to gain from the China+1 strategy.
Companies are diversifying their manufacturing away from China.
Moody's anticipates increased activity for ports in India and Indonesia.
Geopolitical tensions, like those between India and Pakistan, pose challenges.
India's exposure to US tariffs is relatively low.
- Who
- Moody's
- What
- Indian ports are poised to gain from shifting global supply chains.
- When
- May 2025
- Where
- India and global markets
- Why
- Due to the China+1 strategy and supply chain diversification.
- Key Trend
- China+1 strategy; supply chain diversification
- Affected Area
- Indian Ports
- Benefiting factors
- Companies establishing facilities outside China.
- Geopolitical concerns
- Tensions between India and Pakistan.
- India's exposure to US tariffs
- Relatively low due to diversified exports and strong domestic economy
- India's 2025 growth forecast
- Revised to 6.3% from 6.7% by Moody's
