Indian equities are likely to extend a rare underperformance to their emerging-market peers as trade tensions with the US show few signs of abating https://t.co/IhNRcuMRsa ...

Mukesh Ambani, India's richest man, was once cozy with the Trumps. Now he’s caught in the middle of US-India trade tensions.@talktosanjai explains: https://t.co/gZOXnXfrW6 https://t.co/mB9SkvVWRa ...

Core Insights - ZIM Integrated Shipping Services is scheduled to report its second-quarter 2025 results on August 20, with an EPS estimate revised upward by 42.9% to $1.50 per share, indicating a year-over-year decline of 51.3% [1][7] - The Zacks Consensus Estimate for quarterly revenues is $1.77 billion, reflecting an 8.5% decrease year-over-year [1][7] - For the full year 2025, ZIM's revenue is estimated at $7.01 billion, representing a 16.8% contraction year-over-year, while the EPS is projected at $2.83, indicating an 84.1% decline year-over-year [2] Earnings Performance - ZIM has surpassed EPS estimates in each of the last four quarters, with an average earnings surprise of 34.5% [3] - The current Earnings ESP is 0.00% and Zacks Rank is 3 (Hold), suggesting a lower likelihood of an earnings beat this quarter [4] Factors Influencing Q2 Results - Increased voyage operating costs and high labor expenses are expected to negatively impact the bottom line [5] - Geopolitical risks and tariff concerns may also pose operational challenges [5] - Conversely, fleet expansion initiatives and reduced container availability due to regional tensions are anticipated to positively influence performance, potentially raising freight costs and boosting revenues [6][7] Stock Performance and Valuation - Over the past year, ZIM's shares have decreased by 26.7%, slightly outperforming the Zacks Transportation - Shipping industry but underperforming the broader Transportation sector [9] - ZIM is trading at a forward price/sales ratio of 0.30, significantly below the industry average of 2.09, indicating a relatively cheap valuation [11] Strategic Considerations - The company is facing challenges due to ongoing trade tensions, particularly with significant exposure to both China and the United States [13] - Investors are advised to monitor developments closely before making investment decisions, as the current environment presents uncertainties [14]

Trade Policy Impact - Donald Trump's plan to take a cut of revenue from chip sales to China is causing US companies to reconsider their business plans with the country [1] - The plan offers a model for circumventing years of trade tensions [1]

Singapore raised its growth forecast for this year after a better-than-expected performance in the first half, mainly on the back of front-loading ahead of US tariffs, and easing trade tensions https://t.co/X8dtEOHqSX ...

Trade Relations - Brazilian government is promoting a tariff relief plan [1] - The plan is happening amid discussions with the US Treasury [1] - The goal is to ease trade tensions between Brazil and the US [1]

The Thai baht’s rally this quarter looks poised to extend, fueled by easing trade tensions and a resurgence of foreign interest in local equities https://t.co/jH8bXkuxNp ...

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Business Strategy - Turkish billionaire Robert Yuksel Yildirim is expanding his ports business [1] Market Trend - The ports business expansion is a bet on shorter voyages by merchant shippers [1] - Shorter voyages are anticipated due to trade tensions between the US and China [1]

US and Chinese officials are meeting Monday to extend their tariff detente beyond a mid-August deadline, and haggle over other ways to further defuse trade tensions. https://t.co/qIa5sgCXUm ...