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Last updated: 2026-04-09 07:23:42 ET
Pulse AI Brief
Updated Apr 9, 2026 7:00 AM ET
U.S. tariffs and the Iran conflict have battered India's garment industry, raising input costs, hitting export volumes, and eroding margins across the $100 billion sector. Manufacturers face simultaneous headwinds: higher energy costs from Middle East disruption and tariff-driven uncertainty from Washington.
Indian textile and apparel stocks face earnings downgrades; export-dependent companies may see revenue guidance cuts. Competitors in Vietnam and Bangladesh gain relative advantage if tariff treatment differs. Indian rupee weakness could offset some cost pressures but signals broader macro stress.
India's export-led growth model is under stress from both trade protectionism and geopolitical energy shocks, threatening the country's development trajectory. This underscores how emerging markets remain vulnerable to overlapping policy and supply shocks from developed economies and unstable regions.
U.S. tariffs and the Iran war have battered India’s garment industry, raising costs, hitting exports, and dashing hopes of a recovery.
India’s aviation market is set to grow but is held back by limited long-haul capacity, says Willie Walsh.
IndiGo shares rose 11% as the U.S.–Iran ceasefire could ease pressure on India's aviation sector, which has been grappling with high operational cos...
India’s central bank needs to weigh growth risks and inflation pressures from the Iran war as higher energy costs and supply disruptions mount.
The Reserve Bank of India governor said the monetary board had judged it prudent to wait and see how growth and inflation develop.
Wilson, whose term was set to end in 2027, will remain CEO and MD until a successor is appointed.
India's currency, stocks and growth projections take a beating as the country faces a triple energy shock due to Iran war.
India has resumed oil and gas imports from Iran after seven years, in a bid to rebalance its ties with Tehran and secure supplies through the Strait o...
The closure of the Strait of Hormuz has left thousands of Indian sailors at risk.
Ripple effects of oil and fertiliser shortage felt by farmers in India and Sri Lanka despite governments saying there is enough stock to go roundGurvi...
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