韩国股市领跌！特朗普“祭出”医药行业关税，市场更关注印度股市

Core Viewpoint - The announcement of a 100% tariff on patented and branded drugs by the U.S. government is expected to impact pharmaceutical stocks in the short to medium term [1][9]. Group 1: Market Reactions - Major pharmaceutical stocks in Asia experienced declines following the tariff announcement, with the Topix Pharma Index in Japan dropping by 1.39% [3]. - Specific companies such as Daiichi Sankyo, Chugai Pharmaceutical, and Sumitomo Pharma saw declines of 3.34%, 2.18%, and 3.03% respectively [3]. - In South Korea, Samsung Biologics and SK Bio Pharmaceuticals fell by 1.66% and 2.66%, contributing to a 2.56% drop in the KOSPI index [3]. - Hong Kong's pharmaceutical sector was among the largest decliners, with the HSBIO index opening down approximately 2.58% [5]. Group 2: Economic Implications - Economists predict that the effective tariff rate will rise from about 10% in August to around 18% in the coming months, although the broader impact on economies like Japan and Australia is expected to be limited [7]. - The Indian stock market is particularly sensitive to these tariffs, as the U.S. accounts for over one-third of India's pharmaceutical exports, primarily generic drugs [7]. - The Nifty 50 index in India saw a decline of 0.38% shortly after the market opened, reflecting the negative sentiment [7]. Group 3: Investment Trends - The new tariffs are anticipated to exert pressure on the Indian stock market, which has already faced challenges this year due to U.S. tariff policies and new visa regulations [9]. - Foreign portfolio investors have sold over $17 billion worth of Indian stocks, with a recent sell-off of approximately $563 million [9]. - The Nifty 50 and Sensex indices have both dropped over 2% in the past five trading days, marking the longest decline in six months [9].