Gary Sussman
@tukums.bsky.social
📤 17
📥 17
📝 139
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...
loading . . .
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.
https://www.reuters.com/business/healthcare-pharmaceuticals/top-indian-drugmakers-bank-bilateral-talks-relief-planned-us-tariffs-2025-02-20/
8 months ago
0
1
0
US reciprocal tariffs to have limited impact on Indian economy: S&P
www.business-standard.com/economy/news...
loading . . .
https://www.business-standard.com/economy/news/us-reciprocal-tariffs-to-have-limited-impact-on-indian-economy-s-p-125021900513_1.html
8 months ago
0
0
0
Indian pharma stocks drop on Trump's tariff plans
www.reuters.com/business/hea...
loading . . .
Indian pharma stocks drop on Trump's tariff plans
An index of Indian pharmaceutical company shares slid 2% to its lowest level in seven months on Wednesday after U.S. President Donald Trump said he intends to impose tariffs of about 25% or higher on pharma imports.
https://www.reuters.com/business/healthcare-pharmaceuticals/indian-pharma-stocks-drop-trumps-tariff-plans-2025-02-19/
8 months ago
0
0
0
"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...
8 months ago
0
0
0
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...
loading . . .
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.
https://www.reuters.com/markets/currencies/maturity-ndf-positions-dip-asian-peers-likely-weigh-rupee-2025-02-18/
8 months ago
0
0
0
Global aerospace firms turn to India amid Western supply chain crisis
www.msn.com/en-gb/money/...
loading . . .
MSN
https://www.msn.com/en-gb/money/other/global-aerospace-firms-turn-to-india-amid-western-supply-chain-crisis/ar-AA1zccsB?ocid=winp1taskbar&cvid=6a65afecbeb84325e2696adb420a6ceb&ei=6
8 months ago
0
0
0
Bearish Market Curbs New-Age Tech Stocks’ Enthusiasm
inc42.com/features/bea...
8 months ago
0
0
0
India Rising
9 months ago
0
0
0
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...
loading . . .
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
https://www.newindianexpress.com/opinions/2025/Feb/15/trumpistan-global-chaos-in-slow-motion
9 months ago
0
0
3
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...
loading . . .
https://www.moneycontrol.com/news/business/markets/market-corrections-are-normal-opportunities-for-multibaggers-remain-suggest-experts-12941671.htmlMarket
9 months ago
0
0
0
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/...
loading . . .
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.
https://www.reuters.com/world/india/indian-small-caps-stocks-bear-market-with-analysts-expecting-more-pain-through-2025-02-14/
9 months ago
0
0
0
Impressed. This plant makes 1,7 million batteries a month
9 months ago
0
0
0
India's top beer seller United Breweries posts fall in profit as consumers tighten spending
www.reuters.com/world/india/...
loading . . .
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.
https://www.reuters.com/world/india/indias-top-beer-seller-united-breweries-posts-fall-profit-consumers-tighten-2025-02-13/
9 months ago
0
0
0
‘Most Dangerous’ Year For Indian Markets Top fund manager flags rising risks for retail investors
www.bloomberg.com/news/newslet...
loading . . .
‘Most Dangerous’ Year For Indian Markets
Top fund manager flags rising risks for retail investors
https://www.bloomberg.com/news/newsletters/2025-02-13/india-stock-markets-face-most-dangerous-year-says-top-fund-manager?cmpid=india-edition&utm_medium=email&utm_source=newsletter&utm_term=250213&utm_campaign=india-edition
9 months ago
0
0
0
Volkswagen's $1.4 billion India tax tussle rekindles foreign investor fears
www.reuters.com/sustainabili...
9 months ago
0
0
0
What Are We Worried About? | Sankaran Naren | IFA Galaxy 2025 - Vision 2035
www.youtube.com/watch?v=vcyW...
loading . . .
What Are We Worried About? | Sankaran Naren | IFA Galaxy 2025 - Vision 2035
YouTube video by IFA Galaxy
https://www.youtube.com/watch?v=vcyWJzb-Pos
9 months ago
0
0
0
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...
loading . . .
Financial TimesFinancial Times
News, analysis and opinion from the Financial Times on the latest in markets, economics and politics
https://FT.com
9 months ago
0
0
0
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...
loading . . .
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
https://www.newindianexpress.com/opinions/columns/shankkar-aiyar/2025/Feb/08/trumps-torrid-tariff-twists-and-turns
9 months ago
0
0
0
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...
loading . . .
Financial TimesFinancial Times
News, analysis and opinion from the Financial Times on the latest in markets, economics and politics
https://FT.com
9 months ago
0
0
0
The death of American soft power
www.axios.com/2025/02/07/t...
loading . . .
Trump's hatchet signals the death of American soft power
Trump and Elon Musk's rapid dismemberment of USAID — the world's largest provider of foreign aid — has stunned diplomats and NGOs around the globe.
https://www.axios.com/2025/02/07/trump-soft-power-diplomacy-tariffs
9 months ago
0
0
0
How India Eats: Sharp rise in chicken prices shoots up non-veg thali rates by 17 percent
www.forbesindia.com/article/news...
9 months ago
0
0
0
Big FIIs, including EuroPacific, Govt of Singapore, Vanguard, Fidelity, pare stake in Indian firms amid market correction in Q3
www.moneycontrol.com/news/busines...
loading . . .
https://www.moneycontrol.com/news/business/markets/big-fiis-including-europacific-govt-of-singapore-gqg-pare-stake-in-indian-firms-amid-market-correction-in-q3-12932067.html#google_vignette
9 months ago
0
0
0
India's finance ministry asks employees to avoid AI tools like ChatGPT, DeepSeek
www.reuters.com/technology/a...
loading . . .
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.
https://www.reuters.com/technology/artificial-intelligence/indias-finance-ministry-asks-employees-avoid-ai-tools-like-chatgpt-deepseek-2025-02-05/
9 months ago
0
0
0
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...
loading . . .
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.
https://theprint.in/ground-reports/these-chefs-are-done-taking-orders-theyre-turning-entrepreneurs/2468857/
9 months ago
0
0
0
'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...
loading . . .
'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
https://www.fortuneindia.com/enterprise/15-lakh-delivery-partners-worked-with-zomato-in-cy24-saw-earnings-rise/120371
9 months ago
0
0
0
Rupee sinks to lifetime low as Trump tariffs unnerve global markets
www.reuters.com/markets/curr...
9 months ago
0
0
0
A Budget in search of the middle class: Tax cuts may not spur growth
www.business-standard.com/opinion/colu...
loading . . .
https://www.business-standard.com/opinion/columns/a-budget-in-search-of-the-middle-class-tax-cuts-may-not-spur-growth-125020200680_1.html
9 months ago
0
0
0
Volkswagen sues India over $1.4 billion tax demand, says investment in jeopardy Volkswagen has challenged India's $1.4 billion tax demand, citing risks to its investment and the country's foreign investor climate.
www.fortuneindia.com/enterprise/v...
loading . . .
Volkswagen sues India over $1.4 billion tax demand, says investment in jeopardy
Volkswagen has challenged India's $1.4 billion tax demand, citing risks to its investment and the country's foreign investor climate.
https://www.fortuneindia.com/enterprise/volkswagen-sues-india-over-14-billion-tax-demand-says-investment-in-jeopardy/120347
9 months ago
0
0
0
Go Shopping, Modi Tells Indians Finance Minister shifts emphasis to consumption while narrowing budget gap
www.bloomberg.com/news/newslet...
loading . . .
Go Shopping, Modi Tells Indians
Finance Minister shifts emphasis to consumption while narrowing budget gap
https://www.bloomberg.com/news/newsletters/2025-02-01/modi-s-budget-tells-indians-to-go-shopping?cmpid=india-edition&utm_medium=email&utm_source=newsletter&utm_term=250201&utm_campaign=india-edition
9 months ago
0
0
0
Saira Malik, CIO, Nuveen: "India is not necessarily always the cheapest market, (but) I think that having India as part of your emerging markets portfolio makes a lot of sense."
www.reuters.com/markets/asia...
loading . . .
Fund managers in Davos see India appeal, despite foreign exodus
Indian markets offer an attractive medium-to-long term investment opportunity, despite a recent exodus of foreign money, fund managers told Reuters on the sidelines of last week's World Economic Forum's annual meeting in Davos.
https://www.reuters.com/markets/asia/fund-managers-davos-see-india-appeal-despite-foreign-exodus-2025-01-30/
9 months ago
0
0
0
Family Office Tracker: Here’s The List Of 200+ Investors Betting Big On Startups
inc42.com/features/fam...
9 months ago
0
1
1
Menaka Doshi: "It's a win India could convert into a permanent feature — by doubling down on deregulation."
www.bloomberg.com/news/newslet...
loading . . .
Modi’s India Vision On Test This Budget As Trump, China Forge Ahead
India needs a stronger pitch to compete for business and investments
https://www.bloomberg.com/news/newsletters/2025-01-30/india-budget-priorities-as-trump-tariffs-loom-china-forges-ahead-with-deepseek?cmpid=india-edition&utm_medium=email&utm_source=newsletter&utm_term=250130&utm_campaign=india-edition
9 months ago
0
0
0
Anand James, Geojit Financial Services: "We are in the Q3 earnings period and only around 30% of the companies in Nifty 50 have come out with their results and only around 30% have reported quarterly profit growth (YoY)."
www.financialexpress.com/market/cafei...
loading . . .
Nifty’s direct fall below 22,940 could aim for 22,260, says Anand James of Geojit Financial Services
Nifty resists downside despite historical trends; see Auto and Financial indices' movement and potential budget surprises.
https://www.financialexpress.com/market/cafeinvest-niftys-direct-fall-below-22940-could-aim-for-22260-says-anand-james-of-religare-broking-3730079/
9 months ago
0
1
0
Alibaba releases AI model it says surpasses DeepSeek -
www.reuters.com/technology/a...
loading . . .
Alibaba releases AI model it claims surpasses DeepSeek-V3
The Chinese tech company released a new version of its Qwen 2.5 artificial intelligence model that it claimed surpassed the highly acclaimed DeepSeek-V3.
https://www.reuters.com/technology/artificial-intelligence/alibaba-releases-ai-model-it-claims-surpasses-deepseek-v3-2025-01-29/
9 months ago
0
0
0
Edward Luce, FT: "It would be no surprise were China in the near future to win more friends and influence in Trump’s hemisphere."
www.ft.com/content/c10c...
9 months ago
0
1
0
The Trump Effect Harsh Pant, ORF: "If the threat from Mr Trump increases for China's economy, then China would want a relationship with India that is economically robust and strategically relatively sound compared to 2020."
www.reuters.com/world/asia-p...
loading . . .
India and China agree to resume air travel, settle economic differences
India and China have agreed to resume direct air services after nearly five years and work on resolving differences over trade and economic issues, New Delhi said, as relations continue to thaw after a deadly 2020 border clash.
https://www.reuters.com/world/asia-pacific/china-india-should-commit-mutual-understanding-chinese-foreign-minister-says-2025-01-27/
9 months ago
0
0
0
Taking Stock: Nifty below 22,850, Sensex down 824 points; IT, media worst hit
www.moneycontrol.com/news/busines...
loading . . .
https://www.moneycontrol.com/news/business/markets/taking-stock-nifty-below-22-850-sensex-down-824-points-it-media-worst-hit-12920362.html#google_vignette
9 months ago
0
0
0
DD Mishra, Gartner: “Some Tier-II IT services companies are outperforming larger system integrators by focusing on digital revenue streams and avoiding the significant legacy workload burdens many large Indian IT services companies face.”
www.thehindubusinessline.com/info-tech/ti...
9 months ago
0
0
0
Earnings worries yank Indian shares to third week of losses
www.reuters.com/markets/asia...
9 months ago
0
0
0
70% of BSE500 stocks in ‘Bear’ phase; should you buy the dip ahead of Union Budget 2025? With a fall of nearly 63% from its 52-week high of Rs 474, Sun Pharma Advanced Research Company emerged as the top loser in the BSE 500 group
www.businesstoday.in/markets/stoc...
loading . . .
70% of BSE500 stocks in ‘Bear’ phase; should you buy the dip ahead of Union Budget 2025?
With a fall of nearly 63% from its 52-week high of Rs 474, Sun Pharma Advanced Research Company emerged as the top loser in the BSE 500 group
https://www.businesstoday.in/markets/stocks/story/70-of-bse500-stocks-in-bear-phase-should-you-buy-the-dip-ahead-of-union-budget-2025-461996-2025-01-25
9 months ago
0
0
0
Mutual Fund strategy for 2025: Don't bet on mediocre companies
www.forbesindia.com/article/2025...
9 months ago
0
0
0
Is HUL the bellwether for the state of the Indian economy and the consumer?
www.thehindubusinessline.com/companies/hu...
9 months ago
0
1
0
Why brands are flocking to running The exponential growth of running enthusiasts—going up from 10,000-odd registered runners in 2004 to 2.5 million now—has given brands an avenue to engage with a captive audience
www.forbesindia.com/article/take...
loading . . .
Why Brands Are Flocking To Running - Forbes India
The exponential growth of running enthusiasts—going up from 10,000-odd registered runners in 2004 to 2.5 million now—has given brands an avenue to engage with a captive audience
https://www.forbesindia.com/article/take-one-big-story-of-the-day/why-brands-are-flocking-to-running/95100/1
9 months ago
0
0
0
From Slurrp Farm To Paper Boat: Here Are 49 F&B D2C Brands Reshaping The Indian Consumer Market
inc42.com/features/fb-...
9 months ago
0
0
0
Debt: More profitable than equity in 2025 Do-it-yourself retail investors can start getting their feet wet in corporate bonds in 2025 while keeping a few risk factors in mind
www.forbesindia.com/article/2025...
loading . . .
Debt: More Profitable Than Equity In 2025 - Forbes India
Do-it-yourself retail investors can start getting their feet wet in corporate bonds in 2025 while keeping a few risk factors in mind
https://www.forbesindia.com/article/2025-investment-special/debt-more-profitable-than-equity-in-2025/95099/1
9 months ago
0
0
0
When Prime Minister Narendra Modi last visited Davos in 2018, he spoke of India becoming a $5 trillion economy by 2025. Here we are, over a trillion dollars short of target, and instead of speeding up, India is slowing down.
www.bloomberg.com/news/newslet...
loading . . .
Can India Generate Buzz at Davos Even as Growth Slows?
It’s sunny yet gray in Davos as the World Economic Forum’s annual meeting kicks off.
https://www.bloomberg.com/news/newsletters/2025-01-20/trump-india-and-global-growth-davos-with-a-caveat?cmpid=india-edition&utm_medium=email&utm_source=newsletter&utm_term=250120&utm_campaign=india-edition
9 months ago
0
0
0
There’s a new ‘ism’ in town. Left, Right & Centre are losing to it In the new world, the only idea that cuts across enough vote banks is populism. Its beauty, charm and success lies in its ease of use, in how little it demands from your head or heart.
theprint.in/national-int...
loading . . .
There's a new 'ism' in town. Left, Right & Centre are losing to it
In the new world, the only idea that cuts across enough vote banks is populism. Its beauty, charm and success lies in its ease of use, in how little it demands from your head or heart.
https://theprint.in/national-interest/theres-a-new-ism-in-town-left-right-centre-are-losing-to-it/2451527/
9 months ago
0
0
0
How Reliance Failed To Resurrect Dunzo The collapse of the hyperlocal delivery app Dunzo symbolises the growing toll of hyper-competition and unsustainable business models in the consumer Internet economy
www.thecore.in/technology/d...
loading . . .
How Reliance Failed To Resurrect Dunzo
The collapse of the hyperlocal delivery app Dunzo symbolises the growing toll of hyper-competition and unsustainable business models in the consumer Internet economy
https://www.thecore.in/technology/dunzo-is-a-casualty-of-the-quick-commerce-war-and-many-more-may-follow-812339
10 months ago
0
0
0
The IPO gold rush is likely to continue in 2025
www.forbesindia.com/article/2025...
10 months ago
0
0
0
Will 2025 be a reality check for stock markets in India?
www.forbesindia.com/article/take...
10 months ago
0
0
0
Load more
feeds!
log in