New Delhi, Nov. 6 -- A possible easing of tensions in the Middle East could provide a boost to India's port and logistics sector, with improved trade flows supporting cargo movement and business activity, according to a report by global brokerage Jefferies.

The report said that while the timing and outcome of any peace process remain uncertain, a reduction in tensions could benefit India's ports and logistics companies. It also noted that ports have shown greater resilience than rail logistics during the ongoing Middle East tensions.

"While the timing and outcome of any peace process remain uncertain, we see Concor, Delhivery, JSW Infrastructure (JSWI), Adani Ports (ADSEZ), and Aegis Vopak (AVTL) as potential beneficiaries of the event;...