Red Sea Chaos Chokes Leather Supply

Chemical Costs Double, Tanning Margins Crushed

Shoe Prices May Soar 60% on Cost Crisis

Demand Slump Forces Factories to Scale Back

Mid-East Crisis Rattles 15% of India's Trade

Small Exporters Face Ruin as Cash Flow Breaks

Force Majeure Squeezes Exporter Cash Flow

Multiple Shocks, No Relief This Time

Conclusion

Credits

As global tensions ripple through trade, Indian exporters are beginning to feel the strain. In this episode of The Morning Brief, host Anirban Chowdhury speaks with exporters of leather products, textile and gems and jewellery as well as Dr. Arun Singh, Chief Economist at Dun & Bradstreet, India to unpack how the Middle East crisis is impacting business realities. From rising input costs in leather to shrinking demand in knitwear and a sharp drop in gems and jewellery exports, the conversation traces the widening impact across sectors. With supply chains under pressure and the Strait of Hormuz still in jeopardy, the moot question is: how resilient are India’s export industries in the face of prolonged global instability?


You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like: How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, Two Women Fought to Change India's Maternity Laws...and Succeeded,Can India Truly End Naxalism?, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  and much more.


Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

Credits: LiveNOW from FOX, CNN, WION

As global tensions ripple through trade, Indian exporters are beginning to feel the strain. In this episode of The Morning Brief, host Anirban Chowdhury speaks with exporters of leather products, textile and gems and jewellery as well as Dr. Arun Singh, Chief Economist at Dun &amp; Bradstreet, India to unpack how the Middle East crisis is impacting business realities. From rising input costs in leather to shrinking demand in knitwear and a sharp drop in gems and jewellery exports, the conversation traces the widening impact across sectors. With supply chains under pressure and the Strait of Hormuz still in jeopardy, the moot question is: how resilient are India&rsquo;s export industries in the face of prolonged global instability? You can follow Anirban Chowdhury on his social media:<a href="https://twitter.com/AnirbanET"> X</a> and<a href="https://www.linkedin.com/in/anirban-chowdhury-b5067219/"> Linkedin</a>
Check out other interesting episodes like:<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000742733036"> How Will a Volatile ₹ Impact You in 2026?</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000740924439"> How Quick Commerce is Triggering a Health Crisis for Gen Z</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000760362789">Two Women Fought to Change India's Maternity Laws...and Succeeded</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000738205536"> </a><a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000757611462">Can India Truly End Naxalism?</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000756051799">Semaglutide Goes Generic: Big Pharma&rsquo;s Moat Breaks</a>&nbsp; and<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777"> much more</a>.
 Catch the latest episode of &lsquo;The Morning Brief&rsquo; on<a href="https://economictimes.indiatimes.com/podcast?from=mdr"> The Economic Times Online</a>,<a href="https://open.spotify.com/show/6PL5kfPbwURBEu6fHCVTOL?si=26ec0fbfa7134fea"> Spotify</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777"> Apple Podcasts</a>,<a href="https://www.jiosaavn.com/shows/the-morning-brief/1/GNPiFQD2xpY_"> JioSaavn</a>,<a href="https://music.amazon.in/podcasts/f378141f-9afb-495d-83da-9b08ec5047ac/the-morning-brief"> Amazon Music</a> and<a href="https://www.youtube.com/@theetpodcasts"> Youtube</a>. Credits: <a href="https://www.youtube.com/watch?v=j27G47SyCRo">LiveNOW from FOX</a>, <a href="https://www.youtube.com/watch?v=gfOdCbbPg7E">CNN</a>, <a href="https://www.youtube.com/watch?v=9KX5j7lw7PM">WION</a>

To make sense of the week’s hottest stories in business, economy, politics and markets, journalists from the Economic Times chat with reporters and industry leaders in this thrice-weekly (Tuesday, Thursday, Friday) podcast.

The Morning Brief

For India’s Exporters, It’s One Battle After Another