Gary Sussman

Top Indian drugmakers bank on bilateral talks for relief from planned US tariffs Indian drugmakers are hoping that bilateral discussions between the country and the United States will help them steer clear of President Donald Trump's plan to levy at least 25% tariffs on pharmaceutical imports, a trade association said.

"This (tariff) move is going to be inflationary to the U.S. as they don't have the requisite manufacturing infrastructure in-house to replace the scale of supply that India does."

Top Indian drugmakers bank on bilateral talks for relief from planned US tariffs

www.reuters.com/business/hea...

US reciprocal tariffs to have limited impact on Indian economy: S&P
www.business-standard.com/economy/news...

Indian pharma stocks drop on Trump's tariff plans An index of Indian pharmaceutical company shares slid 2% to its lowest level in seven months on Wednesday after U.S. President Donald Trump said he intends to impose tariffs of about 25% or higher on pharma imports.

Indian pharma stocks drop on Trump's tariff plans

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"For India, it is an important shift. Mobile phones have now surpassed diamonds as the country’s biggest product export. And although only around 15 per cent of Apple’s iPhones are currently made in India, this is expected to increase to 25 per cent by 2027."

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Maturity of NDF positions, dip in Asian peers likely to weigh on rupee The Indian rupee is likely to face pressure on Tuesday due to heightened dollar demand spurred by the maturity of positions in the non-deliverable forwards (NDF) market, while a dip in regional peers and portfolio outflows may add to the headwinds.

NG Bank: "Unless you have a strong conviction that the U.S. activity data is going to decelerate sharply from here... it looks like we're getting towards the end of this dollar correction."

Maturity of NDF positions, dip in Asian peers likely to weigh on rupee

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Global aerospace firms turn to India amid Western supply chain crisis

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Bearish Market Curbs New-Age Tech Stocks’ Enthusiasm

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India Rising

Trumpistan: Global chaos in slow motion The world is perched precariously between possibility and probability. Across the globe, in national capitals and financial markets, it would seem the future ha

Shankkar Aiyar: "Trump was seen moored to ideology during the campaign, in power, he seems to be guided by the expediency afforded by ambiguity. The slow motion of chaos could well get accelerated."

Trumpistan: Global chaos in slow motion
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Samit Vartak, SageOne: “It’s the sign of a bull market that markets run ahead of the earnings. Then there are certain risks that emerge, and then there is a correction in the market,” www.moneycontrol.com/news/busines...

Indian small-caps stocks in a bear market, with analysts expecting more pain through March Indian small-cap shares have tumbled more than 20% from their record closing high, confirming they are in a bear market, with analysts expecting a further 5% drop by the end of March.

Nitin Bhasin "Investors will shift to large-caps from small- and mid-caps in the next few months as they came into these segments in the first place chasing returns."

Indian small-caps stocks in a bear market, with analysts expecting more pain through March

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Impressed. This plant makes 1,7 million batteries a month

India's top beer seller United Breweries posts fall in profit as consumers tighten spending United Breweries , the largest beer seller in India, reported a 25% fall in its profit for the third quarter on Thursday, as inflation-wary consumers cut back on spending on its cheaper brands.

India's top beer seller United Breweries posts fall in profit as consumers tighten spending

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‘Most Dangerous’ Year For Indian Markets Top fund manager flags rising risks for retail investors

‘Most Dangerous’ Year For Indian Markets

Top fund manager flags rising risks for retail investors

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Volkswagen's $1.4 billion India tax tussle rekindles foreign investor fears

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YouTube video by IFA Galaxy What Are We Worried About? | Sankaran Naren | IFA Galaxy 2025 - Vision 2035

What Are We Worried About? | Sankaran Naren | IFA Galaxy 2025 - Vision 2035

www.youtube.com/watch?v=vcyW...

Simon Kuper: "Trump, an instinctive predator, was never going to be a zookeeper. He wants the US to act like a canny, low-risk lion that only attacks or steals the food of defenceless small prey."
www.ft.com/content/1a69...

Trump’s torrid tariff twists and turns Divining the mind of Donald J Trump is a pulsating 24x7 parlour game. Trump’s tariff tactics have triggered angst in national capitals and turmoil across global

Trump’s torrid tariff twists and turns
Nations can scarcely argue against Trump’s aspiration to leverage the size of the US economy to carve deals.
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Edward Luce: "Trump fills the stage. The tempo is almost boringly shocking. Another three weeks of this could become shockingly boring. Either way, Trump has bandwidth dominance."
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Trump's hatchet signals the death of American soft power Trump and Elon Musk's rapid dismemberment of USAID — the world's largest provider of foreign aid — has stunned diplomats and NGOs around the globe.

The death of American soft power

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How India Eats: Sharp rise in chicken prices
shoots up non-veg thali rates by 17 percent

www.forbesindia.com/article/news...

Big FIIs, including EuroPacific, Govt of Singapore, Vanguard, Fidelity, pare stake in Indian firms amid market correction in Q3

www.moneycontrol.com/news/busines...

India's finance ministry asks employees to avoid AI tools like ChatGPT, DeepSeek India's finance ministry has asked its employees to avoid using AI tools including ChatGPT and DeepSeek for official purposes, citing risks posed to confidentiality of government documents and data, an internal department advisory showed.

India's finance ministry asks employees to avoid AI tools like ChatGPT, DeepSeek
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These chefs are done taking orders. They’re turning entrepreneurs From Regi Mathew’s Kappa Chakka Kandhari to Saransh Goila’s butter chicken chain and Manu Chandra’s multi-brand business, chefs are cashing in on India’s appetite for new flavours.

These chefs are done taking orders. They’re turning entrepreneurs
From Regi Mathew’s Kappa Chakka Kandhari to Saransh Goila’s butter chicken chain and Manu Chandra’s multi-brand business, chefs are cashing in on India’s appetite for new flavours.
theprint.in/ground-repor...

'Positive impact...': Goyal says 15 lakh delivery partners worked with Zomato in CY24, saw earnings rise In 2024, over 15 lakh partners worked with Zomato, with those logging at least 8 hours a day seeing average monthly earnings rise to ₹27,726, says Goyal

'15 lakh delivery partners worked with Zomato in CY24, saw earnings rise' In 2024, over 15 lakh partners worked with Zomato, with those logging at least 8 hours a day seeing average monthly earnings rise to ₹27,726, says Deepinder Goyal
www.fortuneindia.com/enterprise/1...

Rupee sinks to lifetime low as Trump tariffs unnerve global markets

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A Budget in search of the middle class: Tax cuts may not spur growth
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Volkswagen sues India over $1.4 billion tax demand, says investment in jeopardy Volkswagen has challenged India's $1.4 billion tax demand, citing risks to its investment and the country's foreign investor climate.

Volkswagen sues India over $1.4 billion tax demand, says investment in jeopardy
Volkswagen has challenged India's $1.4 billion tax demand, citing risks to its investment and the country's foreign investor climate.
www.fortuneindia.com/enterprise/v...

Go Shopping, Modi Tells Indians Finance Minister shifts emphasis to consumption while narrowing budget gap

Go Shopping, Modi Tells Indians
Finance Minister shifts emphasis to consumption while narrowing budget gap
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Fund managers in Davos see India appeal, despite foreign exodus Indian markets offer an attractive medium-to-long term investment opportunity, despite a recent exodus of foreign money, fund managers told Reuters on the sidelines of last week's World Economic Forum's annual meeting in Davos.

Saira Malik, CIO, Nuveen: "India is not necessarily always the cheapest market, (but) I think that having India as part of your emerging markets portfolio makes a lot of sense."

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