[🇮🇳] '25 yrs of progress undone': Analysts say today was the worst day in India-US relations in decades

[Sharma Ji]

It's not a personal vendetta anymore, this will escalate further scaling up and wider with EU following Trump's sanctions with their own - on India's exports.

Previously tariff-and-sanction-unaffected Indian export items such as Pharma, Electronics and Backoffice services (including H1B Visas for Indians going to the US) will also get affected.

We are talking $45 Billion plus of exports being near-stopped.

People (even businesspeople) in India talk big about this in chest-beating fashion - but they are secretly trying their best to avert this.

There was no need for this Bahaduri attitude and this could easily have been avoided, with BRICS and SCO theatrics, which in the end, did not (and will not) help Indian strategic interests.

If India wants to "wait it out", so can the US. And it has the wherewithal to do it for far longer.

Don't worry about India

Grand scheme of things, the US is still a relatively recent phenomena.

We can indeed wait this particular presidency out.

I, personally, still like Trump and his bombastic style !

 

[Bilal9]

Don't worry about India

Grand scheme of things, the US is still a relatively recent phenomena.

We can indeed wait this particular presidency out.

I, personally, still like Trump and his bombastic style !

Trump’s 200% Tariff Threat on Pharma: What It Means for India​

Trump’s 200% tariff threat on pharma: what it means for India

The Trump administration has proposed steep tariffs on imported medicines, with officials even suggesting duties of up to 200 per cent on some drugs, according to the Associated Press. If imposed, this would mark a dramatic shift, as most medicines currently enter the US duty-free.


As per the report, the administration has invoked national security provisions under Section 232 of the US Trade Expansion Act of 1962, arguing that America needs to boost domestic drug manufacturing. The COVID-19 pandemic highlighted shortages and heavy reliance on imports, which Washington now sees as a strategic vulnerability.

Possible impact on drug prices​

Analysts warn the move could raise prices and disrupt supply chains. ING’s Diederik Stadig noted that even a 25 per cent tariff could increase US drug costs by 10–14 per cent, with low-income households and older patients most affected. Generics, which make up over 90 per cent of US prescriptions, would be hit hardest as these manufacturers work on thin margins.

Why India matters


India is one of the world’s biggest suppliers of affordable generic medicines and active pharmaceutical ingredients (APIs). According to Sudarshan Jain, Secretary General of the Indian Pharmaceutical Alliance, the US has currently “excluded” Indian generics from immediate tariff enforcement because they are “crucial for affordable care” in America.

Sandeep Pandey, co-founder of Basav Capital, told ANI that India accounts for around 6 per cent of US pharmaceutical imports, but its role is critical as many essential drugs depend on Indian inputs. Past disruptions have shown the risks: a temporary pause at an Indian factory once caused chemotherapy shortages in the US.

Why rebuilding US supply chains is tough​

Over decades, global pharma production shifted to countries like India, China, Ireland, and Switzerland. Experts say bringing manufacturing back to the US will be expensive and slow. Marta Wosinska of the Brookings Institution explained that while producing all key medicines domestically would be ideal, “it costs a lot of money” and would make drugs more expensive for patients.

Industry and legal pushback​

Big pharma companies like Roche and Johnson & Johnson have announced multi-billion-dollar investments in US operations, but experts point out that this will not immediately replace imported active ingredients.

Meanwhile, the proposed tariffs are already facing legal hurdles. A US appeals court recently ruled that such sweeping measures require Congressional approval. The case is likely to reach the Supreme Court, adding to uncertainty for global drugmakers.

What it means going forward​

For now, the disruption may be delayed because many companies have stockpiled inventories. But if tariffs of even 25–50 per cent are imposed in the coming years, US drug prices are set to rise. For India, the immediate threat seems limited, but as Jain cautioned, any shift in US policy could have major consequences for India’s $25 billion pharma export industry.

 

[Sharma Ji]

Trump’s 200% Tariff Threat on Pharma: What It Means for India​

View attachment 22182

Trump’s 200% tariff threat on pharma: what it means for India

The Trump administration has proposed steep tariffs on imported medicines, with officials even suggesting duties of up to 200 per cent on some drugs, according to the Associated Press. If imposed, this would mark a dramatic shift, as most medicines currently enter the US duty-free.


As per the report, the administration has invoked national security provisions under Section 232 of the US Trade Expansion Act of 1962, arguing that America needs to boost domestic drug manufacturing. The COVID-19 pandemic highlighted shortages and heavy reliance on imports, which Washington now sees as a strategic vulnerability.

Possible impact on drug prices​

Analysts warn the move could raise prices and disrupt supply chains. ING’s Diederik Stadig noted that even a 25 per cent tariff could increase US drug costs by 10–14 per cent, with low-income households and older patients most affected. Generics, which make up over 90 per cent of US prescriptions, would be hit hardest as these manufacturers work on thin margins.

Why India matters


India is one of the world’s biggest suppliers of affordable generic medicines and active pharmaceutical ingredients (APIs). According to Sudarshan Jain, Secretary General of the Indian Pharmaceutical Alliance, the US has currently “excluded” Indian generics from immediate tariff enforcement because they are “crucial for affordable care” in America.

Sandeep Pandey, co-founder of Basav Capital, told ANI that India accounts for around 6 per cent of US pharmaceutical imports, but its role is critical as many essential drugs depend on Indian inputs. Past disruptions have shown the risks: a temporary pause at an Indian factory once caused chemotherapy shortages in the US.

Why rebuilding US supply chains is tough​

Over decades, global pharma production shifted to countries like India, China, Ireland, and Switzerland. Experts say bringing manufacturing back to the US will be expensive and slow. Marta Wosinska of the Brookings Institution explained that while producing all key medicines domestically would be ideal, “it costs a lot of money” and would make drugs more expensive for patients.

Industry and legal pushback​

Big pharma companies like Roche and Johnson & Johnson have announced multi-billion-dollar investments in US operations, but experts point out that this will not immediately replace imported active ingredients.

Meanwhile, the proposed tariffs are already facing legal hurdles. A US appeals court recently ruled that such sweeping measures require Congressional approval. The case is likely to reach the Supreme Court, adding to uncertainty for global drugmakers.

What it means going forward​

For now, the disruption may be delayed because many companies have stockpiled inventories. But if tariffs of even 25–50 per cent are imposed in the coming years, US drug prices are set to rise. For India, the immediate threat seems limited, but as Jain cautioned, any shift in US policy could have major consequences for India’s $25 billion pharma export industry.

Proprietary research ka lafda hai

somehow Indian Baniyas got into generics ka binnus, yes indeed, very much "on the coat-tails" waala surfing scene hai.

Trump does have a point, its a sham,e we're not in 1972 anymore.

Indian pharma will endure, services still form the bulk of it.

I understand, and appreciate Trump and where he's coming from, but usko intangibles ka bhi batao na

Our pause/freeze/maybe cancellation "order" is on standby too.. RTX/Raytheon and Lockheed Martin no like that.

ain't gonna like that

-------------

like it or not, Bilal bhai.. and this is not a boast.

but India got some heft, and sometimes they throw it around.. its a good thing.

Amriki bhot harami cheez ae, wew on to their/your game.

-----------

Hot Take: .. its all descending into a weirdo race based war.

 

[Vsdoc]

Proprietary research ka lafda hai

somehow Indian Baniyas got into generics ka binnus, yes indeed, very much "on the coat-tails" waala surfing scene hai.

Trump does have a point, its a sham,e we're not in 1972 anymore.

Indian pharma will endure, services still form the bulk of it.

I understand, and appreciate Trump and where he's coming from, but usko intangibles ka bhi batao na

Our pause/freeze/maybe cancellation "order" is on standby too.. RTX/Raytheon and Lockheed Martin no like that.

ain't gonna like that

-------------

like it or not, Bilal bhai.. and this is not a boast.

but India got some heft, and sometimes they throw it around.. its a good thing.

Amriki bhot harami cheez ae, wew on to their/your game.

-----------

Hot Take: .. its all descending into a weirdo race based war.

We are the pharmacy of the world.

As usual you talk with a very superficial idea about the subject.

 

[Krishna with Flute]

This only demonstrates what a politically naive and immature party the BJP is.

Never mind the loot corruption and crony capitalism at the cost of the nation.

We had a PM who used to run World Bank. He remained in power for a full decade. What India cloud do was to retain 10th place in economy. A naive Chaiwala take Indian economy to 4th Place. MM bought 14 crore people out of poverty in 1 decade, Modi bought 26 crore out of poverty line.

 

[Bilal9]

70-80% of APIs (primary ingredients) for Indian Pharma exports are imported from China​

https://www.financialexpress.com/business/healthcare-70-80-of-the-apis-are-imported-from-china-we-are-working-towards-changing-this-sanjay-chaturvedi-ceo-iol-chemicals-and-pharmaceuticals-2713038/

 

[Sharma Ji]

We are the pharmacy of the world.

As usual you talk with a very superficial idea about the subject.

robin hood type harkat we do with med manufacturing,

saara research kaam angrezon ka, and yahan fatt see copy bana dete.


its a good thing, logon ka bhala hi ho raha hai.

 

[Vsdoc]

robin hood type harkat we do with med manufacturing,

saara research kaam angrezon ka, and yahan fatt see copy bana dete.


its a good thing, logon ka bhala hi ho raha hai.

I'm sure you are the expert.

So it must be true.