– Growth in EXIM trade boosting sea freight – Government port modernization driving volumes – Domestic cargo shipping gaining policy push
Top Freight & Shipping Stocks to Watch
– Shipping Corporation of India (SCI) – PSU with global fleet – Great Eastern Shipping (GE Shipping) – Tankers & bulk carriers Adani Ports & SEZ – India’s largest port operator
Why These Stocks Stand Out
– Strong asset base with global routes – Exposure to rising international freight rates
Risks in Freight & Shipping
– Volatile global freight rates – Geopolitical tensions disrupting trade lanes – High debt loads in asset-heavy players
Investment Insights
– Focus on 2–3 year horizon – Buy low, wait for re-rating