Indian Ports to Gain from Global Supply Chain Changes, Moody’s Reports

Indian ports are set to see a major boost as global companies shift their manufacturing and supply chains away from China, according to Moody’s Ratings. This trend, known as the “China+1” strategy, is driven by trade tensions and tariff uncertainties, creating new opportunities for India’s maritime sector to play a bigger role in global logistics.

Moody’s explains that the China+1 trend—where businesses set up factories outside China to avoid risks—will likely bring more cargo to Indian ports. As more companies build manufacturing hubs in India, ports will get busier, helping drive the country’s economy forward. The report notes that while Chinese ports might struggle as companies pull back, Indian and Indonesian ports are in a great spot to pick up the slack. “India and Indonesia’s ports are set to see a lot more action as global businesses rely less on China,” Moody’s said.

Key Highlights:

• Moody’s says India’s ports will benefit as global firms adopt China+1 strategies and shift supply chains to the subcontinent.
• With Apple and others expanding in India, port activity is set to surge, making India a rising logistics powerhouse.
• Despite a slight GDP forecast dip to 6.3% for 2025, Moody’s sees strong port-driven growth for India fueled by infrastructure and investment.

Big names like Apple are already making moves. Apple has been ramping up iPhone production in India and plans to make all iPhones for the U.S. market there by 2026. This is a huge boost for India’s ports and logistics network.

That said, Moody’s has trimmed its 2025 growth forecast for India to 6.3% from 6.7%, pointing to global uncertainties. But they’re optimistic about a rebound to 6.5% in 2026, thanks to strong investments and consumer spending. With its ports and growing manufacturing scene, India has a real shot to cement its place in global trade.

Also read: Foxconn invests 1.5 Billion USD in India as Apple Shifts iPhone Production from China

Experts say India’s focus on improving infrastructure and creating business-friendly policies is key to making the most of this opportunity. As the world’s supply chains keep changing, Indian ports are ready to step up, putting the country on the map as a go-to hub for manufacturing and shipping.