Author Archives: PTLB

Introduction As of September 21, 2025, India is facing severe economic and workforce disruptions stemming from US policies under President Donald Trump’s second term. Key measures include a $100,000 one time additional fee hike for new H-1B visas effective September … Continue reading →

The original article by PTLB, published on September 4, 2025, warns about the emerging “DII Bubble” in the Indian stock market. Praveen Dalal, CEO of Sovereign P4LO, coins the term DII Bubble to describe how aggressive buying by Domestic Institutional … Continue reading →

Note: The term “DII Bubble” has been coined by Praveen Dalal, CEO of Sovereign P4LO. It refers to the significant increase in investments by Domestic Institutional Investors (DIIs) in the Indian stock market, which has raised concerns about potential overvaluation. … Continue reading →

As of 2025, the global generic drug industry is dominated by a handful of major players, primarily measured by annual revenue from their pharmaceutical operations (based on FY2024 figures, as these inform 2025 rankings). Generic producers focus on affordable alternatives … Continue reading →

In 2025, the US generic drug manufacturing sector has seen notable expansions and investments, driven primarily by new tariffs, policy initiatives to onshore production, and efforts to address drug shortages and supply chain vulnerabilities. These developments aim to reduce reliance … Continue reading →

The following is the monthly imports by India from the United States (January to June 2025): Month Value (millions of USD) January 3,204.4 February 3,495.0 March 3,768.3 April 3,959.6 May 3,819.1 June 3,805.8 Total (January to June 2025): 22,052.2 million … Continue reading →

Foreign Institutional Investors (FIIs, also referred to as FPIs) showed mixed activity in the Indian market during this period, with net inflows in May and June turning to significant outflows from July onward. Total net FII equity investments were positive … Continue reading →

In 2025, prominent Indian pharmaceutical companies like Sun Pharma, Zydus Lifesciences, and Syngene continued their US expansion through strategic acquisitions and investments, such as Sun Pharma’s purchase of Checkpoint Therapeutics for oncology assets, Zydus Lifesciences’ acquisition of a US manufacturing … Continue reading →

Indian pharmaceutical companies have been actively investing in the United States in 2025, focusing on acquisitions of facilities, products, and stakes in U.S.-based firms to expand manufacturing capabilities, enter new segments like biologics and biosimilars, and strengthen their global supply … Continue reading →

Despite Trump administration’s imposition of 50% tariffs upon India w.e.f 27-08-2025, India is close to finalising a $ 1 billion deal with General Electric (GE) for 113 fighter jet engines to support its Light Combat Aircraft program (Tejas Mark 1A … Continue reading →