MULTIMODAL TRANSPORT
Freight tax cut to drive logistics
Earlier, this was taxed at 12% with ITC. For road haulage, renting of goods carriages with operators, where fuel is included, now attracts 5% instead of 12%. Third-party insurance of goods carriages too moves down to 5% from 12%, reducing vehicle running costs for fleet operators. Goods Transport Agency services, widely used in bulk cargo movement, have been revised from 5% without ITC or 12% with ITC to 5% without ITC or 18% with ITC.
From rising tariffs to changing alliances: 5 ways India can navigate global uncertainties
Long-term growth and stability require strengthening the economy from within, rather than simply reacting to individual policy measures.
Parliament clears Bills of Lading Bill; shipping industry sees competitive edge
To modernise shipping documentation, Parliament has passed the Bills of Lading Bill, 2025, replacing the 169-year-old Indian Bills of Lading Act, 1856. The new law aims to align India’s trade practices with global standards, enabling digital documentation and greater legal clarity.
Union Cabinet approves 4 railway projects worth Rs 12,328 crore; Gujarat to get a new rail route
The Union Cabinet has approved railway projects costing Rs 12,328 crore. A new rail line will be built in Kutch, Gujarat. This line will connect Deshalpar, Hajipir, Luna, Vayor and Lakhpat. The project will cost Rs 2526 crore. Multi-tracking projects include Secunderabad-Wadi, Bhagalpur-Jamalpur and Furkating-New Tinsukia routes. These projects aim to improve transportation and connectivity across several states.
PM Modi's visit to Gujarat on August 25 will bring Railway projects worth more than Rs 1,400 crore
Prime Minister Modi is set to dedicate railway projects worth over ₹1,400 crore in Gujarat on August 25, benefiting North Gujarat districts. The projects include doubling rail lines and gauge conversions to enhance connectivity and logistics.
These large- and mid-cap stocks can give more than 22% return in 1 year, according to analysts
There can be no doubt that the overall market sentiment has improved. Both the Nifty and Sensex have been able to log gains. And this has to be seen in light of the fact that this upward trend happened at a time when tech-heavy NASDAQ was witnessing a correction in the last two trading sessions. In the last one year, it has been very rare for such divergence to happen. It would thus seem like a good time to be bullish, but continue to keep an eye on one critical thing over the next few days.
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India’s digital edge, China’s manufacturing, Russia’s energy: A new axis of global growth
Prime Minister Modi's upcoming visit to China after seven years signals a potential strategic shift, fostering a new economic partnership with China and Russia. This triad, boasting a significant portion of global GDP, exports, and reserves, aims to reshape trade routes and challenge the dollar's dominance.
PM Modi inaugurates Delhi part of Dwarka Expressway, NH projects worth Rs 11,000 cr: All you need to know
Prime Minister Narendra Modi inaugurated the Delhi section of the Dwarka Expressway and the Urban Extension Road-II (UER-II), worth approximately Rs 11,000 crore. These projects aim to reduce travel time, ease traffic congestion on Delhi's roads, and provide multi-modal connectivity. The construction of UER-II incorporated the scientific use of waste, contributing to a cleaner Delhi.
Nitin Gadkari promises single-digit logistics cost in India by 2026
Union Minister Nitin Gadkari announced that India's logistics costs are projected to decrease to single digits by the end of 2026, enhancing export competitiveness. Prime Minister Modi inaugurated two National Highway projects, including the Delhi section of the Dwarka Expressway and the Urban Extension Road-II, totaling nearly Rs 11,000 crore.
US tariff on India: This adversity can be converted into an opportunity
US tariffs could slash India’s exports by $35 billion, hitting sectors like textiles, gems, and agriculture. A 10-point plan—spanning export diversification, infrastructure overhaul, tourism, tax reforms, and GCC expansion—offers a roadmap to boost foreign inflows, strengthen domestic growth, and turn adversity into opportunity.
Logistics sector: Be tactical in the face of head & tailwinds; 6 logistics stocks with an upside potential of over 30%
Logistics is a large umbrella term. Under it you find everything from warehousing companies to goods transporters. In the listed space, however, it is transportation companies that dominate. This sector has seen many headwinds, both in terms of operations and structural challenges. Any sector which goes through such a phase tends to bring out clear winners. Yes, in the last couple of years, there have been clear winners in the space. But the sector is currently at a stage where more headwinds are likely, thanks to the short-term disruption due to the US tariffs. There are, however, two tailwinds as well. One needs to watch carefully who wins.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
Uncertainty. This is the one thing stock markets hate. Take US President Trump’s tariff tantrums: There is uncertainty about whether the additional 25% tariff threatened on India over Russian oil is actually implemented. Or whether the Trump-Putin meeting in Alaska on Independence Day will ease matters. Now, sentiment impacts stock prices, at least in the short term. But in the long term it is the earnings which matters. So, while reducing the bearish bias, focus on what managements have said about their businesses after the Q1 results, especially about growth and earnings.
MakeMyTrip launches multilingual GenAI Trip Planning Assistant, making travel booking conversational and inclusive
MakeMyTrip has introduced a GenAI-powered Trip Planning Assistant named Myra, designed to revolutionize travel booking. Myra offers conversational assistance in multiple Indian languages, enabling users to plan and book trips seamlessly via voice and text.
MakeMyTrip unveils multilingual GenAI travel assistant to simplify and personalize trip planning
MakeMyTrip has launched a GenAI-powered Trip Planning Assistant, named Myra, designed to enhance travel booking through conversational AI. Available in English and Hindi, with more languages planned, Myra assists users from destination discovery to booking and support. It handles complex queries via voice and text, aiming to make travel planning more accessible and intuitive, especially for non-metro users.
Time to buy may be good or bad, but business should be good: 5 mid-caps from different sectors with upside potential of up to 25%
A consistent dividend (or thoughtful buybacks) is less about the cheque you receive and more about capital allocation: It signals a management’s willingness to share cash when reinvestment opportunities are absent, and it often points to better governance. In short, prefer mid-caps that demonstrate the repeatability of returns on capital, fund growth largely from internal accruals, convert profits to free cash flows, and treat minority shareholders fairly; these traits won’t eliminate drawdowns, but they tilt the odds toward resilience and faster recovery when the cycle turns.
National Waterway-57 operationalised on Assam's Kopili river, maiden cargo flagged off
The first cargo trial run occurred from Govardhan Bridge to Hatsingimari. MV VV Giri carried 300 metric tonnes of cement. Minister Sarbananda Sonowal called it a watershed moment. This resumes intra-state waterborne freight transport after a decade. Over 1168 kms of National Waterways in Assam are now operational.
Odisha aims to become eastern India’s FMCG & processed food export powerhouse: Bhupendra Singh Poonia, MD, IPICOL
Poonia says that ITC, Britannia, Parle Agro, and Nestlé have already established or are expanding their operations in Odisha.
Logistics management was deciding factor in success of Op Sindoor: Rajnath Singh
Defence Minister Rajnath Singh highlighted the critical role of logistics management in the success of Operation Sindoor, emphasizing that modern warfare relies on timely resource delivery, not just weapons. He underscored that effective logistics, ensuring the right materials reach the right place at the right time, determines victory or defeat on the battlefield.
Namma Yatri rolls out Namma Transit to integrate metro, auto, cab services
Mobility startup Namma Yatri is rolling out a multimodal transit feature to ease urban travel as Bengaluru grapples with worsening commute times. Namma Yatri released a report titled ‘Made for BLR: Namma Mobility Blueprint 2030,’ which highlighted the need for introducing regulations for pooling, sharing, and ride batching models as seen in Amsterdam, Singapore, and Tokyo, to reduce emissions by 50%, cut down hours lost in traffic from 117 to 57, and increase public transport mode from 48% to 70%.
National highways construction pace slows to 29km/day in FY25: Gadkari
India's National Highways construction pace experienced a slowdown, reaching 29 km/day in the last fiscal year, as revealed in Parliament. While this marks a decrease from the 34 km/day in 2023-24 and the peak of 37 km/day in 2020-21, the government has constructed 10,660 km of NHs in 2024-25 and is focusing on greenfield access-controlled expressways to improve logistics efficiency.
Logistics parks, tech, and ONDC to drive AllCargo Gati’s next phase: MD and CEO Ketan Kulkarni
With our infrastructure and tech-driven approach, Allcargo Gati is more than a service provider; we’re a growth partner helping MSMEs thrive, says Kulkarni.
Small-caps stocks: Bigger the checklist, higher the probability; 5 small-caps with upside potential up to 33%, according to analysts
There are over 2,500 small-cap stocks listed on the stock exchanges. A handful are actually worth looking at, and even fewer worth having in a portfolio. But, if you are able to pick the right small-cap, the returns can be extremely high. At the same time, the risk of getting it wrong and capital erosion is ever present. At a time when one cannot rule out phases of volatility, here are some rules for investors looking to pick up small-caps. These will help you avoid wrong decisions like buying in haste, or selling in panic.
Multi-modal hub at Hebbal: MoS Shobha urges Karnataka CM Siddaramaiah to give 45-acres to BMRCL, not give in to real estate lobby
Shobha Karandlaje urged Chief Minister Siddaramaiah to allocate 45 acres of land to Bangalore Metro Rail Corporation. A committee decided to give only nine acres. This decision faces opposition from MPs and MLAs. They fear it will hinder the project and benefit private builders. The BMRCL initially requested 45 acres but later reduced its demand.
Hydrogen for long haul, EVs for short: CJ Darcl on India’s logistics fuel future
LNG vehicles cost nearly twice as much as diesel ones, and EVs can cost up to four times more. That pricing mismatch makes long-haul EV deployment tough, says Nikhil Agarwal, President, CJ Darcl Logistics.
Govt envisions BIMSTEC Pact as blueprint to transform Bay of Bengal into global trade hub: Sonowal
Union Minister Sarbananda Sonowal envisions the BIMSTEC Maritime Transport Pact as a blueprint to transform the Bay of Bengal into a global trade and tourism hub. He inaugurated the second edition of the BIMSTEC Ports Conclave in Vishakhapatnam, emphasizing the importance of the Kaladan Multi-Modal Transit Transport Project. A BIMSTEC Sustainable Maritime Transport Centre will also be established in Mumbai.
Bengaluru: BMRCL drops transportation hub project, settles for 9 acres
A high-level committee, led by Shalini Rajneesh, has granted nine acres near Hebbal to Bangalore Metro Rail Corporation. This decision overlooks requests from prominent citizens and MPs for a larger 45-acre plot. BMRCL initially sought 45 acres for a multi-modal transport hub. Real estate groups reportedly influenced the government to reduce the land allocation.
Kaladan Multi-Modal Transit Transport Project to be fully operational by 2027: Sarbananda Sonowal
Union Minister Sarbananda Sonowal announced the Kaladan Multi-Modal Transit Transport Project, enhancing Northeast India-Myanmar connectivity, will be fully operational by 2027. With a Rs 5,000 crore investment, the government aims to boost waterways and maritime sectors, training 50,000 Northeast youth for maritime jobs.
Kaladan project between India, Myanmar to be operational by 2027: Sonowal
The Kaladan project, linking India and Myanmar, aims to boost Northeast connectivity. Union Minister Sarbananda Sonowal announced its completion by 2027. This project will shorten the Aizawl-Kolkata distance by 700 km. The Sittwe port is ready, and road development is underway. The project receives significant investment to develop waterways. It will transform the Northeast into a South Asian business hub.
We aim to cut cost of logistics to 9% of GDP: Nitin Gadkari
Nitin Gadkari says logistics costs in India are decreasing. The cost is now 10% of GDP. The target is to reach 9% by year-end. Reduced turnaround times at ports and transport costs are helping MSMEs. The government is investing in digital tolling systems and clean energy. Multimodal logistics hubs are being built under PM Gati Shakti Yojana.
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