Missile strikes on Iran and retaliatory attacks have put Strait of Hormuz and Bab el Mandeb at risk, threatening key trade routes that are vital for exports to Europe and the US.
Rerouting via the Cape of Good Hope would only add up to 20 days to shipments while pushing up freight and insurance costs.
Amidst rising uncertainty, exporters now fear order delays and cancellations.

Apparel exporters have urged the government to waive airport demurrage charges on export cargo due to flight disruptions caused by the West Asian crisis. The Apparel Export Promotion Council highlighted that unforeseen international developments have stranded consignments, leading to undue financial burdens on exporters. They requested a waiver to provide relief and maintain continuity in air cargo trade.

Gold prices surged as major strikes on Iran, reportedly killing Supreme Leader Ayatollah Ali Khamenei, intensified geopolitical tensions and fears of economic instability. The attacks triggered further retaliatory actions, creating a volatile environment that benefits gold as a safe-haven asset. Analysts predict continued price increases, with major banks forecasting gold to reach $6,000-$6,300 per ounce.

Australia’s cotton exports in 2025 shifted towards higher volumes but lower values, with shipments reaching $2.228 billion as prices declined.
Average export prices fell to $1.81 per kg, reflecting improved global supply and cautious demand.
China, India and Vietnam led imports, highlighting Asia’s dominance.
Overall, competitive pricing supported demand.

Mexico’s apparel imports fell 9.12 per cent to $6.655 billion in 2025 amid softer consumer demand and retail inventory correction, though volumes stayed above 2023 levels.
Trousers and T-shirts led imports, with knitwear dominating over woven garments.
Man-made fibres held the largest share, while unisex apparel topped gender segments.
Asia-Pacific remained the primary sourcing region.

National Fibre Scheme: The textiles ministry has begun work on the scheme that will address structural inefficiencies and bridge quality gaps to position India against global leaders such as China, Bangladesh and Italy.

Crocs is strengthening its manufacturing in India. The footwear brand sees India as a key hub for its global supply chain diversification. Despite past tariff challenges, the company has expanded its factory presence. This move aims to serve both export markets and the growing Indian consumer base. India is now a top focus for Crocs’ retail expansion.

Turkiye’s apparel exports fell 6.26 per cent to $16.393 billion in 2025, extending a multi-year decline amid weak European demand, cautious brand ordering and intensifying competition from lower-cost suppliers.
Knitted exports dropped 4.8 per cent, while woven shipments fell 8.2 per cent.
December data showed marginal stabilisation, with overall shipments easing just 0.24 per cent year on year.

Calida Group has reported net sales of CHF 215.9 million (~$278.5 million) in 2025, down 5 per cent YoY.
EBIT rose to CHF 9 million (~$11.6 million) and net profit to CHF 7.6 million (~$9.8 million), supported by strong Calida and Aubade performance.
The group maintained solid liquidity and continued Cosabella repositioning while targeting future profitability improvement.

Fashion demand in 2026 remains intact but more selective, with consumers spending cautiously and prioritising value, durability and versatility.
Intentional purchasing and promotion sensitivity are reshaping pricing dynamics and margin structures.
Polarised consumer behaviour is pushing brands to rebuild trust, justify full price and align sustainability with longevity.