Gary Sussman
@tukums.bsky.social
I love drinking coffee, meeting interesting (and good) people, reading, genealogy and India.
"This (tariff) move is going to be inflationary to the U.S. as they don't have the requisite manufacturing infrastructure in-house to replace the scale of supply that India does."
Top Indian drugmakers bank on bilateral talks for relief from planned US tariffs
www.reuters.com/business/hea...
Top Indian drugmakers bank on bilateral talks for relief from planned US tariffs
www.reuters.com/business/hea...
Top Indian drugmakers bank on bilateral talks for relief from planned US tariffs
Indian drugmakers are hoping that bilateral discussions between the country and the United States will help them steer clear of President Donald Trump's plan to levy at least 25% tariffs on pharmaceutical imports, a trade association said.
www.reuters.com
February 21, 2025 at 1:19 AM
"This (tariff) move is going to be inflationary to the U.S. as they don't have the requisite manufacturing infrastructure in-house to replace the scale of supply that India does."
Top Indian drugmakers bank on bilateral talks for relief from planned US tariffs
www.reuters.com/business/hea...
Top Indian drugmakers bank on bilateral talks for relief from planned US tariffs
www.reuters.com/business/hea...
US reciprocal tariffs to have limited impact on Indian economy: S&P
www.business-standard.com/economy/news...
www.business-standard.com/economy/news...
www.business-standard.com
February 20, 2025 at 2:38 AM
US reciprocal tariffs to have limited impact on Indian economy: S&P
www.business-standard.com/economy/news...
www.business-standard.com/economy/news...
"For India, it is an important shift. Mobile phones have now surpassed diamonds as the country’s biggest product export. And although only around 15 per cent of Apple’s iPhones are currently made in India, this is expected to increase to 25 per cent by 2027."
www.ft.com/content/d46e...
www.ft.com/content/d46e...
February 18, 2025 at 5:22 AM
"For India, it is an important shift. Mobile phones have now surpassed diamonds as the country’s biggest product export. And although only around 15 per cent of Apple’s iPhones are currently made in India, this is expected to increase to 25 per cent by 2027."
www.ft.com/content/d46e...
www.ft.com/content/d46e...
NG Bank: "Unless you have a strong conviction that the U.S. activity data is going to decelerate sharply from here... it looks like we're getting towards the end of this dollar correction."
Maturity of NDF positions, dip in Asian peers likely to weigh on rupee
www.reuters.com/markets/curr...
Maturity of NDF positions, dip in Asian peers likely to weigh on rupee
www.reuters.com/markets/curr...
Maturity of NDF positions, dip in Asian peers likely to weigh on rupee
The Indian rupee is likely to face pressure on Tuesday due to heightened dollar demand spurred by the maturity of positions in the non-deliverable forwards (NDF) market, while a dip in regional peers and portfolio outflows may add to the headwinds.
www.reuters.com
February 18, 2025 at 3:40 AM
NG Bank: "Unless you have a strong conviction that the U.S. activity data is going to decelerate sharply from here... it looks like we're getting towards the end of this dollar correction."
Maturity of NDF positions, dip in Asian peers likely to weigh on rupee
www.reuters.com/markets/curr...
Maturity of NDF positions, dip in Asian peers likely to weigh on rupee
www.reuters.com/markets/curr...
February 17, 2025 at 12:12 AM
Shankkar Aiyar: "Trump was seen moored to ideology during the campaign, in power, he seems to be guided by the expediency afforded by ambiguity. The slow motion of chaos could well get accelerated."
Trumpistan: Global chaos in slow motion
www.newindianexpress.com/opinions/202...
Trumpistan: Global chaos in slow motion
www.newindianexpress.com/opinions/202...
Trumpistan: Global chaos in slow motion
The world is perched precariously between possibility and probability. Across the globe, in national capitals and financial markets, it would seem the future ha
www.newindianexpress.com
February 16, 2025 at 7:35 AM
Shankkar Aiyar: "Trump was seen moored to ideology during the campaign, in power, he seems to be guided by the expediency afforded by ambiguity. The slow motion of chaos could well get accelerated."
Trumpistan: Global chaos in slow motion
www.newindianexpress.com/opinions/202...
Trumpistan: Global chaos in slow motion
www.newindianexpress.com/opinions/202...
Samit Vartak, SageOne: “It’s the sign of a bull market that markets run ahead of the earnings. Then there are certain risks that emerge, and then there is a correction in the market,” www.moneycontrol.com/news/busines...
www.moneycontrol.com
February 16, 2025 at 4:33 AM
Samit Vartak, SageOne: “It’s the sign of a bull market that markets run ahead of the earnings. Then there are certain risks that emerge, and then there is a correction in the market,” www.moneycontrol.com/news/busines...
Nitin Bhasin "Investors will shift to large-caps from small- and mid-caps in the next few months as they came into these segments in the first place chasing returns."
Indian small-caps stocks in a bear market, with analysts expecting more pain through March
www.reuters.com/world/india/...
Indian small-caps stocks in a bear market, with analysts expecting more pain through March
www.reuters.com/world/india/...
Indian small-caps stocks in a bear market, with analysts expecting more pain through March
Indian small-cap shares have tumbled more than 20% from their record closing high, confirming they are in a bear market, with analysts expecting a further 5% drop by the end of March.
www.reuters.com
February 16, 2025 at 12:33 AM
Nitin Bhasin "Investors will shift to large-caps from small- and mid-caps in the next few months as they came into these segments in the first place chasing returns."
Indian small-caps stocks in a bear market, with analysts expecting more pain through March
www.reuters.com/world/india/...
Indian small-caps stocks in a bear market, with analysts expecting more pain through March
www.reuters.com/world/india/...
Impressed. This plant makes 1,7 million batteries a month
February 14, 2025 at 12:13 PM
Impressed. This plant makes 1,7 million batteries a month
India's top beer seller United Breweries posts fall in profit as consumers tighten spending
www.reuters.com/world/india/...
www.reuters.com/world/india/...
India's top beer seller United Breweries posts fall in profit as consumers tighten spending
United Breweries , the largest beer seller in India, reported a 25% fall in its profit for the third quarter on Thursday, as inflation-wary consumers cut back on spending on its cheaper brands.
www.reuters.com
February 14, 2025 at 12:46 AM
India's top beer seller United Breweries posts fall in profit as consumers tighten spending
www.reuters.com/world/india/...
www.reuters.com/world/india/...
‘Most Dangerous’ Year For Indian Markets
Top fund manager flags rising risks for retail investors
www.bloomberg.com/news/newslet...
Top fund manager flags rising risks for retail investors
www.bloomberg.com/news/newslet...
‘Most Dangerous’ Year For Indian Markets
Top fund manager flags rising risks for retail investors
www.bloomberg.com
February 13, 2025 at 1:25 PM
‘Most Dangerous’ Year For Indian Markets
Top fund manager flags rising risks for retail investors
www.bloomberg.com/news/newslet...
Top fund manager flags rising risks for retail investors
www.bloomberg.com/news/newslet...
Volkswagen's $1.4 billion India tax tussle rekindles foreign investor fears
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
February 12, 2025 at 10:46 AM
Volkswagen's $1.4 billion India tax tussle rekindles foreign investor fears
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
What Are We Worried About? | Sankaran Naren | IFA Galaxy 2025 - Vision 2035
www.youtube.com/watch?v=vcyW...
www.youtube.com/watch?v=vcyW...
What Are We Worried About? | Sankaran Naren | IFA Galaxy 2025 - Vision 2035
YouTube video by IFA Galaxy
www.youtube.com
February 10, 2025 at 5:06 AM
What Are We Worried About? | Sankaran Naren | IFA Galaxy 2025 - Vision 2035
www.youtube.com/watch?v=vcyW...
www.youtube.com/watch?v=vcyW...
Simon Kuper: "Trump, an instinctive predator, was never going to be a zookeeper. He wants the US to act like a canny, low-risk lion that only attacks or steals the food of defenceless small prey."
www.ft.com/content/1a69...
www.ft.com/content/1a69...
Financial TimesFinancial Times
News, analysis and opinion from the Financial Times on the latest in markets, economics and politics
FT.com
February 9, 2025 at 8:58 AM
Simon Kuper: "Trump, an instinctive predator, was never going to be a zookeeper. He wants the US to act like a canny, low-risk lion that only attacks or steals the food of defenceless small prey."
www.ft.com/content/1a69...
www.ft.com/content/1a69...
Trump’s torrid tariff twists and turns
Nations can scarcely argue against Trump’s aspiration to leverage the size of the US economy to carve deals.
www.newindianexpress.com/opinions/col...
Nations can scarcely argue against Trump’s aspiration to leverage the size of the US economy to carve deals.
www.newindianexpress.com/opinions/col...
Trump’s torrid tariff twists and turns
Divining the mind of Donald J Trump is a pulsating 24x7 parlour game. Trump’s tariff tactics have triggered angst in national capitals and turmoil across global
www.newindianexpress.com
February 9, 2025 at 4:34 AM
Trump’s torrid tariff twists and turns
Nations can scarcely argue against Trump’s aspiration to leverage the size of the US economy to carve deals.
www.newindianexpress.com/opinions/col...
Nations can scarcely argue against Trump’s aspiration to leverage the size of the US economy to carve deals.
www.newindianexpress.com/opinions/col...
Edward Luce: "Trump fills the stage. The tempo is almost boringly shocking. Another three weeks of this could become shockingly boring. Either way, Trump has bandwidth dominance."
www.ft.com/content/84b0...
www.ft.com/content/84b0...
Financial TimesFinancial Times
News, analysis and opinion from the Financial Times on the latest in markets, economics and politics
FT.com
February 8, 2025 at 4:16 AM
Edward Luce: "Trump fills the stage. The tempo is almost boringly shocking. Another three weeks of this could become shockingly boring. Either way, Trump has bandwidth dominance."
www.ft.com/content/84b0...
www.ft.com/content/84b0...
How India Eats: Sharp rise in chicken prices
shoots up non-veg thali rates by 17 percent
www.forbesindia.com/article/news...
shoots up non-veg thali rates by 17 percent
www.forbesindia.com/article/news...
February 7, 2025 at 4:41 AM
How India Eats: Sharp rise in chicken prices
shoots up non-veg thali rates by 17 percent
www.forbesindia.com/article/news...
shoots up non-veg thali rates by 17 percent
www.forbesindia.com/article/news...
Big FIIs, including EuroPacific, Govt of Singapore, Vanguard, Fidelity, pare stake in Indian firms amid market correction in Q3
www.moneycontrol.com/news/busines...
www.moneycontrol.com/news/busines...
www.moneycontrol.com
February 6, 2025 at 5:19 AM
Big FIIs, including EuroPacific, Govt of Singapore, Vanguard, Fidelity, pare stake in Indian firms amid market correction in Q3
www.moneycontrol.com/news/busines...
www.moneycontrol.com/news/busines...
India's finance ministry asks employees to avoid AI tools like ChatGPT, DeepSeek
www.reuters.com/technology/a...
www.reuters.com/technology/a...
India's finance ministry asks employees to avoid AI tools like ChatGPT, DeepSeek
India's finance ministry has asked its employees to avoid using AI tools including ChatGPT and DeepSeek for official purposes, citing risks posed to confidentiality of government documents and data, an internal department advisory showed.
www.reuters.com
February 6, 2025 at 3:22 AM
India's finance ministry asks employees to avoid AI tools like ChatGPT, DeepSeek
www.reuters.com/technology/a...
www.reuters.com/technology/a...
These chefs are done taking orders. They’re turning entrepreneurs
From Regi Mathew’s Kappa Chakka Kandhari to Saransh Goila’s butter chicken chain and Manu Chandra’s multi-brand business, chefs are cashing in on India’s appetite for new flavours.
theprint.in/ground-repor...
From Regi Mathew’s Kappa Chakka Kandhari to Saransh Goila’s butter chicken chain and Manu Chandra’s multi-brand business, chefs are cashing in on India’s appetite for new flavours.
theprint.in/ground-repor...
These chefs are done taking orders. They’re turning entrepreneurs
From Regi Mathew’s Kappa Chakka Kandhari to Saransh Goila’s butter chicken chain and Manu Chandra’s multi-brand business, chefs are cashing in on India’s appetite for new flavours.
theprint.in
February 5, 2025 at 2:51 AM
These chefs are done taking orders. They’re turning entrepreneurs
From Regi Mathew’s Kappa Chakka Kandhari to Saransh Goila’s butter chicken chain and Manu Chandra’s multi-brand business, chefs are cashing in on India’s appetite for new flavours.
theprint.in/ground-repor...
From Regi Mathew’s Kappa Chakka Kandhari to Saransh Goila’s butter chicken chain and Manu Chandra’s multi-brand business, chefs are cashing in on India’s appetite for new flavours.
theprint.in/ground-repor...
'15 lakh delivery partners worked with Zomato in CY24, saw earnings rise' In 2024, over 15 lakh partners worked with Zomato, with those logging at least 8 hours a day seeing average monthly earnings rise to ₹27,726, says Deepinder Goyal
www.fortuneindia.com/enterprise/1...
www.fortuneindia.com/enterprise/1...
'Positive impact...': Goyal says 15 lakh delivery partners worked with Zomato in CY24, saw earnings rise
In 2024, over 15 lakh partners worked with Zomato, with those logging at least 8 hours a day seeing average monthly earnings rise to ₹27,726, says Goyal
www.fortuneindia.com
February 4, 2025 at 4:47 AM
'15 lakh delivery partners worked with Zomato in CY24, saw earnings rise' In 2024, over 15 lakh partners worked with Zomato, with those logging at least 8 hours a day seeing average monthly earnings rise to ₹27,726, says Deepinder Goyal
www.fortuneindia.com/enterprise/1...
www.fortuneindia.com/enterprise/1...