SynopsisAfter the additional US tariffs were imposed in August, who is most likely to have the earliest and most accurate information on what is happening to India’s imports and exports? Besides government agencies, it will be the companies running ports. So, if a port operator warns in its earnings call about the volume of cargo it is likely to handle in the next few months, it should be taken seriously. This is an example of why it is important to keep track of what managements of some companies say. They feel the pulse of the economy. And, in the end, it is the economy that drives earnings, and earnings that drive the stock market. So, here is a set of companies that will have a better idea of what to expect in 2026.To understand how the market will pan out in 2026, one needs to go back a bit – to September 2024. That was the month in which a senior auto executive mentioned that the festive season sales were not as per the company’s expectation. The street was smart enough to take the hint, and we know what has happened in the market since then till August 2025. The same company issued a statement in early October 2025 that it had performed extremely well ETMarkets.com Nov 12, 2025, 02:34:00 PM ISTGift ETPrime to your friendsGift a SubscriptionNow, gift ETPrime subscription to your friend for Free!Gift this Story to your friendsGift a StoryShare member-only stories with your friends or family and help them read it for free.FONT SIZEAbcSmallAbcMediumAbcLargeSAVEPRINTCOMMENTContinue reading with one of these options:Limited AccessFreeLogin to get access to some exclusive stories& personalised newslettersLogin NowUnlimited AccessStarting @ Rs120/monthGet access to exclusive stories, expert opinions &in-depth stock reportsSubscribe NowUh-oh! This is an exclusive story available for selected readers only.Worry not. You’re just a step away.Sign In to Read for FreePrime Account Detected!It seems like you’re already an ETPrime member withLogin using your ET Prime credentials to enjoy all member benefitsLog out of your current logged-in account and log in again using your ET Prime credentials to enjoy all member benefits.Sign in & Access ET PrimeUnlock ETPrime’s Exclusive Stories Today!Subscribe to gain powerful insights on business, stock market and industry trends.Big Price Drop! Flat 40% OffAvail OfferStudent Only OfferAlready a Member? Sign In nowAlready a Member? Sign In nowSubscribe NowAlready a Member? Sign In nowOffer Exclusively For YouSave up to Rs. 700/-ON ET PRIME MEMBERSHIPAvail OfferOffer Exclusively For YouGet 1 Year FreeWith 1 and 2-Year ET prime membershipAvail OfferOffer Exclusively For YouGet 1 Year FreeWith 1 and 2-Year ET prime membershipAvail OfferOffer Exclusively For YouGet Flat 40% OffThen ₹ 1749 for 1 yearAvail OfferOffer Exclusively For YouET Prime at ₹ 49 for 1 monthThen ₹ 1749 for 1 yearAvail Offer
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