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Second wave of shipping containers scarcity haunts exporters

The shortage of containers and sky-high freight rates are a threat to Indian exports that rose to a record in the first quarter of FY22. This is eroding the profitability and competitiveness of exporters
Q1 earnings seen weak; bearish IT, NBFCs, cement: Macquarie

Arora is bearish on NBFC stocks, most of which are expensive at these levels, and cement companies, which are likely to report weak earnings for the June quarter.

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Logistic Costs

Second wave of shipping containers scarcity haunts exporters

Q1 earnings seen weak; bearish IT, NBFCs, cement: Macquarie