India, Jan. 13 -- Geopolitical developments once again put Indian basmati exporters under the spotlight amidst the resurgence of Iran-related trade tensions. A sharp US policy signal sparked short-term volatility in related stocks, raising questions around export exposure, pricing trends, and how resilient global demand can cushion such external shocks.

Tariff announcement and immediate market reaction The Indian basmati rice exports listed on the Indian exchanges faced some selling pressures as the US decided on imposing a 25% duty on all countries with direct trade relations with Iran. Today, the share price of LT Foods fell by 3% and KRBL by 2% but recovered later in the day.

Even as the news led to market volatility, it has been st...