Investment Ideas Tariff on generic drugs: Loud announcement, little consequence?
7 pharma stocks with upside potential of up to 31%SynopsisThe threat of a US tariff on Indian pharma is no longer a vague fear; or at least that is what President Trump wants us to believe.
There is now an announcement, and a deadline, giving enough scope for him to wriggle out of what he has said.
But an announcement and a real change to the business are two different things.
Here is why the second may be much smaller than the first.
Investment Ideas Tariff on generic drugs: Loud announcement, little consequence? 7 pharma stocks with upside potential of up to 31%
Synopsis
The threat of a US tariff on Indian pharma is no longer a vague fear; or at least that is what President Trump wants us to believe. There is now an announcement, and a deadline, giving enough scope for him to wriggle out of what he has said. But an announcement and a real change to the business are two different things. Here is why the second may be much smaller than the first.