Episode
How Indian Pharma Became a Trade War Casualty
- Published
- Jul 7, 2026
- Duration seconds
- 517
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Summary
Episode 99 of Trade and Tariffs with Fexingo examines how India's generic drug industry, a global powerhouse supplying 20% of U.S. generic pills, is being squeezed by geopolitical tensions and tariff escalations. Lucas and Luna break down the specific case of Cipla's U.S. import delays, the impact of new U.S. customs audits on Indian API shipments, and why the FDA's 2026 inspections are adding weeks to supply chains. They connect this to the broader trend of critical medicine reshoring and what it means for global health security. Featuring live market data: the iShares India ETF (INDA) up just 0.1% in a volatile week, while the rupee trades near 79 per dollar. A focused look at how trade wars are now targeting the pharmacy shelf. #IndianPharma #TradeWar #GenericDrugs #Cipla #SupplyChain #USFDA #API #Reshoring #Pharmaceuticals #Tariffs #India #USChinaTrade #DrugShortages #Healthcare #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo