President Donald Trump’s February 2, 2026, Truth Social announcement slashing US reciprocal tariffs on Indian goods from 50% to 18%—whilst simultaneously waiving the 25% penalty on India’s Russian oil purchases—delivered an immediate and dramatic reward to India’s pharmaceutical sector before most Indian markets had even opened for trading. Nifty Pharma surged 2.96% by 9:28 AM […]
President Donald Trump‘s February 2, 2026, Truth Social announcement—reducing US reciprocal tariffs on Indian goods from 25% to 18% whilst simultaneously waiving the 25% penalty on India’s Russian oil purchases following New Delhi‘s purchase halt—sent immediate shockwaves through global financial markets that India’s economy had been waiting to receive. GIFT Nifty surged 800 points within
Trump Just Cut India’s Tariffs by 7 Points—and the Markets Didn’t Wait to Celebrate Read More »
India’s electric two-wheeler market just received its most significant premium entrant: Yamaha’s EC-06, arriving on February 3, 2026, at ₹1,67,600 ex-showroom Delhi, into a segment where Ola and Ather have been slugging it out for market dominance whilst consumers remained largely confined to existing options. The world’s largest scooter market, accounting for 95% of India’s
Finance Minister Nirmala Sitharaman’s Union Budget 2026-27, unveiled on February 1, presents a curious paradox in India’s healthcare priorities: a bold ₹10,000 crore Biopharma Shakti scheme championing domestic biologics and biosimilars innovation alongside customs duty waivers on 17 cancer drugs and seven rare disease therapies that could slash monthly treatment costs from ₹70,000-₹95,000—yet an overall
India’s Budget Spent ₹10,000 Crore on Pharma Innovation but Forgot Primary Healthcare Read More »
Finance Minister Nirmala Sitharaman’s Union Budget 2026-27, tabled on February 1, contains no headline-grabbing direct subsidies for automobile purchasers—yet beneath the surface lies a structural transformation that could shave ₹1-2 lakh off electric vehicle prices whilst insulating India’s automotive supply chains from Chinese dominance. Against the backdrop of GST 2.0‘s September 2025 recalibration that established
India’s Budget 2026 Just Made Electric Vehicles Cheaper Without Saying a Word About Cars Read More »
On January 27, 2026, India delivered an unambiguous message to Beijing at the World Trade Organisation’s Dispute Settlement Body: “not today.” New Delhi blocked China’s inaugural panel request challenging India’s Production-Linked Incentive schemes for automobiles, Advanced Chemistry Cell batteries, and electric passenger cars—a strategic veto that buys time whilst fortifying the nation’s self-reliance ambitions against
India Just Told China “No” at the WTO—and the Ev Trade War Got Real Read More »
Last October, India’s pharmaceutical exports to the United States plummeted 23.7 per cent in a single month as tariff uncertainties triggered panic across the sector. By November, exports had rebounded with 9.8 per cent growth. This whiplash recovery encapsulates India’s pharmaceutical sector resilience—the world’s third-largest by volume provisioning 20 per cent of global generics demand—which
India’s $52 Billion Pharma Triumph: Record Exports Despite Global Tariff Wars Read More »
Thirty years ago, India’s pharmaceutical industry faced extinction. The 1995 TRIPS agreement forced product patents on a sector built entirely on reverse-engineering, threatening to obliterate the cost advantages enabling affordable generic production. Today, that same sector exports $30.5 billion annually—a sixteen-fold increase since 2001—commands 20 per cent of global generics supply, and holds 48.7 per
How Pharma Survived Patent Shock: India Inc’s Blueprint for the Tariff Era Read More »
Every electric vehicle motor in a Tata Nexon, Ola S1 scooter, or Mahindra BE 6e depends on a single critical component: rare earth permanent magnets containing neodymium, praseodymium, and dysprosium. And 90 per cent of those magnets come from China, which tightened export controls in December 2025, halting production lines and forcing Indian manufacturers to
Breaking China’s Magnet Monopoly: India’s ₹7,280 Crore Rare Earth Gamble Read More »
Ninety days. That’s how much time a pharmaceutical manufacturer can now save bringing a generic drug or biosimilar to Indian patients. On 28th January 2026, the Union Health Ministry unveiled sweeping amendments to the New Drugs and Clinical Trials Rules 2019, abolishing test licence requirements and introducing simple online intimation for bioavailability and bioequivalence studies
India Cuts Drug Development Time by 90 Days With Radical Regulatory Reform Read More »
