Trump says tariffs coming in April will ‘probably be more lenient than reciprocal’

[CanadianMalodu]

11 minutes ago, lollilolli2020 said:

ledu chala investments jarigayi; cipla kuda chala plants konnadu. 

manollu first lo neutraceuticals lo kuda vunde there were chinna chithaka assembly type companies, FDA umbrella kindaki avi kuda ochchesariki akkada correction jarigindii. but bulk manufacturing bagane chestunde generics especially anti-depressants. 

 

Generics chesthunnaru but ground up kadhu. Major volume still comes from India. Intermediate stage to packing matrame US lo major operations.  Last one to two years lo most of them are full scale manufacturing operations even for sterile products modalupettaru. See this for e.g.

https://www.aurobindousa.com/news/industry-news/aurobindo-pharma-breaks-ground-on-east-windsor-campus/

NATCO procured DASH pharmaceuticals. It's just only marketing company though. I'm sure they're scouting for a mfg. Facility too. They need a front end in US too. They will have to push more volumes from US, say dor e.g. if Trump admin tells 50% or more of the product needs to be made in US. 

Some of them are expanding in Mexico too, to avoid Tariffs.

 

[lollilolli2020]

10 minutes ago, CanadianMalodu said:

Generics chesthunnaru but ground up kadhu. Major volume still comes from India. Intermediate stage to packing matrame US lo major operations.  Last one to two years lo most of them are full scale manufacturing operations even for sterile products modalupettaru. See this for e.g.

https://www.aurobindousa.com/news/industry-news/aurobindo-pharma-breaks-ground-on-east-windsor-campus/

NATCO procured DASH pharmaceuticals. It's just only marketing company though. I'm sure they're scouting for a mfg. Facility too. They need a front end in US too. They will have to push more volumes from US, say dor e.g. if Trump admin tells 50% or more of the product needs to be made in US. 

Some of them are expanding in Mexico too, to avoid Tariffs.

 

ofcourse finished products volume match avvali ante india nunchi ravali but amneal, ascent, ila chala shops vunnai manollaki adi cheptunna ANDAs bagane file chesaru and aurobindo topped the list back then. 

[CanadianMalodu]

1 minute ago, lollilolli2020 said:

ofcourse finished products volume match avvali ante india nunchi ravali but amneal, ascent, ila chala shops vunnai manollaki adi cheptunna ANDAs bagane file chesaru and aurobindo topped the list back then. 

Filings are one thing. I'm talking of manufacturing. Yeah a lot of generics, use the same model. Make in India and distribute with US front shop.

If tariffs are going to hit "made in India" products, they need to move more volume to US to escape tariffs and keep the bottom line intact. Adhi nenu cheppedhi.

[Pavanonline]

day 1. it's a negotiating tactic (which everyone thought it would be)

day 2. it's to level the playing field

day 3: to remove taxes with tariff money

day 4: idi anniti kante highlight - crashing the economy on purpose @Mancode 

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reality: it's his only consistent belief from he was young and wants to implement them so bad but everyone knows it's a horrible policy. we only saw a glimpse of what will happen if this is followed through, depression will be guaranteed. Someone probably talked him out of it again so it's back to day 1.

 

[CanadianMalodu]

6 minutes ago, Pavanonline said:

day 1. it's a negotiating tactic (which everyone thought it would be)

day 2. it's to level the playing field

day 3: to remove taxes with tariff money

day 4: idi anniti kante highlight - crashing the economy on purpose @Mancode 

.

.

.

reality: it's his only consistent belief from he was young and wants to implement them so bad but everyone knows it's a horrible policy. we only saw a glimpse of what will happen if this is followed through, depression will be guaranteed. Someone probably talked him out of it again so it's back to day 1.

 

Not necessarily. Short term slow down. But manufacturing to an extent to offset tariff costs will be back in the US. That means money simply stays back in the US. Trump is probably going to go but soft on Semi conductor and other such technologies, but other avenues unless there are deals negotiated with other countries, not so much.