President Trump announced a new tariff schedule for generic drugs, starting with two years of zero tariffs, then a 100% levy in August 2028, rising to 200% in 2029. This policy aims to incentivize generic drugmakers to move production to the U.S., significantly impacting countries like India, which supplies nearly 50% of U.S. generic medicines.
Le tensioni nello Stretto di Hormuz evidenziano la vulnerabilità energetica e delle supply chain europee. Questo scenario, tuttavia, sta creando significative opportunità di investimento in settori come energia, produzione industriale e difesa, con aziende italiane in prima linea.
Industry Minister Kim Jung-kwan pledged active government support for companies reshoring to South Korea, announcing plans to broaden recognition criteria, ease subsidy requirements, and strengthen strategic focus. Kolmar Korea Co. became the first company to return to Korea this year, planning a 187 billion won investment in Sejong City amid rising global trade protectionism.
