Knight Frank
Ask about this →0 mentions · last seen 6/5/2026
Signals
India's expressway boom stalls at the loading dock: truck speeds barely budge, squeezing retail margins
MoRTH study finds Indian trucks crawl at 37-38 kmph on highways and just 47-48 kmph on expressways—half of US/China norms—as loading/unloading delays erase road upgrades. Ministry seeks DPIIT action on turnaround times, threatening FMCG, cold chain and quick-commerce cost structures even as logistics drops to 10-10.5% of GDP.
Mint · Industry · 5/31/2026, 10:30:19 AM
India retail leasing hits record 9M sq ft in 2025, but 20% of malls turn ghosts
Top-8 cities clocked 9M sq ft of retail leasing in 2025 as consumers returned to stores. Yet 15 ghost malls span 4.8M sq ft with 40%+ vacancies, forgoing INR 357 cr in annual rentals. 2026 demand of 10-11M sq ft outstrips a 5.9M sq ft Grade-A pipeline, pushing tenants to high streets yielding 10-12% vs 8% for malls.
India Retailing · 5/14/2026, 1:26:46 AM
Bhumika's Taneja: 2026 retail cycle rewards quality, experience and mixed-use over scale
Q1 2025 leasing hit 3.1 mn sq ft across 650 malls, with 42.5 mn sq ft pipeline ahead. Institutional-grade stock at 30-35% and a ₹60,000-80,000 cr retail REIT opportunity by 2030 signal a maturing cycle. Hospitality pivots to lifestyle-led, calibrated growth within integrated precincts as global RevPAR rises 5.2%.
India Retailing · 5/14/2026, 1:25:26 AM