How India's Trade Tariffs Are Reshaping Pharma Supply Chains

In this episode, Lucas and Luna examine how India's new tariff regime is transforming the global pharmaceutical supply chain. With reference to the latest trade balance data showing a widening US deficit and a slight dollar softening, they discuss why India is raising tariffs on active pharmaceutical ingredients (APIs) while courting Western pharma companies to set up manufacturing. The hosts explain how this move aims to reduce India's own dependence on China for key drug ingredients, while making it more attractive for US and European firms to diversify away from China. They also touch on the parallel with Taiwan's semiconductor dominance and what it means for drug prices and supply security. A concrete look at a country using tariffs not just as protectionism but as an industrial policy lever. #India #Tariffs #Pharmaceuticals #SupplyChain #APIs #China #TradePolicy #Economics #Business #GlobalTrade #DrugPrices #IndustrialPolicy #FexingoBusiness #BusinessPodcast #Diversification #Healthcare #MakeInIndia #TradeWars Keep every episode free: buymeacoffee.com/fexingo