美国拟对印度加征50%关税 印股相对表现20年最差

Group 1 - The U.S. Department of Homeland Security announced a 50% tariff on all Indian goods starting from August 27, applicable to imports for consumption or storage for consumption [1][2] - This tariff follows an earlier executive order by President Trump on August 6, which imposed an additional 25% tariff on Indian products due to India's indirect import of Russian oil, resulting in a total tariff rate of 50% on Indian goods [1][2] - The Indian government criticized the U.S. tariff measures as "unfair, unjust, and unreasonable," indicating that it would take necessary actions to protect national interests [2] Group 2 - The tariff threat has significantly impacted the Indian stock market, with the MSCI India Index underperforming the MSCI Emerging Markets Index for four consecutive months, lagging by over 15 percentage points this year, heading towards its worst annual performance in over two decades [2] - President Trump also announced plans to reduce drug prices by 1400% to 1500%, emphasizing a strong stance on lowering medication costs and indicating potential tariffs on pharmaceuticals [2][3] - Major pharmaceutical companies, including Johnson & Johnson, Pfizer, and AstraZeneca, received formal letters from Trump demanding price reductions by September 29, with an extension of "most favored nation" pricing to all Medicaid patients [3]