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With ships rerouting around the Cape of Good Hope during periods of disruption in the Red Sea, I’m curious about the knock-on effects for India. Which industries are most exposed to longer voyages and higher freight costs, and how quickly might those pressures show up in export orders or prices for imported goods?
It would also help to know what indicators are worth watching—shipping rates, port data, insurance costs, or something else—rather than relying only on headlines about delayed vessels.
