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Trade Watch

India's national trade intelligence — tariffs, sanctions, supply-chain shocks, FTA milestones, FX pressure

What Trade Watch Covers

Trade Watch is India's daily situational awareness brief for trade-flow risks and opportunities. While Spotlight covers breaking events of the day, Trade Watch tracks ongoing trade dynamics — the slower currents that shape Indian exporter and importer outcomes.

Active India FTAs
14+
ASEAN, Japan, Korea, UAE CEPA, Australia ECTA, Mauritius CECPA
In Negotiation
UK · EU · Oman · Peru
As of 2026 Q1
Major Ports
12 + 200 minor
JNPT, Mundra, Chennai handle ~70% of container exports
FY24 Goods Exports
$437B
Services exports: $339B

Pillars We Monitor

🛂 Tariffs & Sanctions

US reciprocal tariffs, EU CBAM, Russia/Iran sanctions impact on Indian shippers, secondary sanctions risk for fintech & logistics.

DGFT Notifications →

🚢 Ports & Freight

JNPT, Mundra, Chennai congestion. Red Sea / Suez / Hormuz disruptions. Container rates, vessel diversions, transit times.

Ministry of Ports →

🤝 FTA Milestones

India-UK FTA progress, India-EU negotiations, CEPA implementation, RCEP non-participation impact. New tariff line concessions.

Ministry of Commerce →

💱 Rupee & FX

USD-INR pressure, RBI interventions, forward premium shifts, NRI remittance trends, dollar liquidity squeezes.

RBI updates →

🔗 Supply Chain Shocks

Rare earth export controls, chip ban impact, container shortage cycles, fertilizer/edible oil import disruptions.

Trade Policy →

🛢️ Energy & Commodities

Crude oil trajectory, OPEC+ cuts, LNG long-term contracts, coal imports, gold & silver trade flows.

MoPNG →

How To Use This Page

Latest National Trade News

Related Coverage

Tip a Trade Story

Spotted a tariff change, port disruption, or trade-impacting policy move? Email mithilaexports8@gmail.com — we cover the under-reported angles fast.