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 article discusses the impact of U.S. President Trump's announcement to impose a 100% tariff on patented and branded drugs starting October 1, which has led to significant declines in pharmaceutical stocks across major Asian markets [1][3]. Market Reactions - Major pharmaceutical stocks in Asia experienced declines, with Japan's Topix Pharma Index falling by 1.39%. Notable declines included Daiichi Sankyo at 3.34%, Chugai Pharmaceutical at 2.18%, and Sumitomo Pharma at 3.03% [3]. - In South Korea, significant pharmaceutical stocks like Samsung Biologics and SK Biopharmaceuticals dropped by 1.66% and 2.66%, respectively, contributing to a 2.56% decline in the KOSPI index [3][6]. - In Hong Kong, the HSBIO index opened down approximately 2.58%, with Wuxi Biologics leading the decline at 2.95% before narrowing to 2.10% [6]. Economic Implications - Economists from the Commonwealth Bank of Australia noted that the market had already anticipated further tariffs and industry investigations, predicting an increase in the effective tariff rate from about 10% in August to around 18% in the coming months [8][9]. - The focus is shifting towards the impact of these tariffs on the Indian stock market, which opened with a 0.38% decline. The U.S. accounts for over one-third of India's pharmaceutical exports, primarily consisting of low-cost generic drugs [9][10]. Investment Trends - The Indian stock market has faced ongoing pressure due to U.S. tariff policies, with significant foreign portfolio investors selling over $17 billion worth of Indian stocks by 2025. Recent sales amounted to ₹499.5 billion (approximately $5.63 million) [10]. - The Nifty 50 and Sensex indices have both dropped over 2% in the past five trading days, marking the longest decline in six months [10].