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A tariff is a tax imposed on goods when they cross international borders, particularly when they are imported into a country. It's a type of trade barrier that can increase the price of imported goods, potentially protecting domestic industries and raising revenue for the government. High tariffs become ‘real’ with our first $36K bill - https://blog.adafruit.com/2025/05/08/high-tariffs-become-real-with-our-first-36k-bill/ * we couldn’t manufacture ourselves even if we wanted to, since the vendor has well-deserved IP protections ---- Top Indian Companies & Their % Revenue from USA: https://x.com/CaVivekkhatri/status/1953097841687314478 # Tata Motors – 15.41% # Ipca Labs – 17.83% # Divi’s Lab – 18.25% # Ajanta Pharma – 19.55% # Sundram Fasteners – 22.36% # Sun Pharma – 33.26% # LT Foods – 38.53% # Biocon – 43.75% # Aurobindo Pharma – 45.3% # Dr. Reddy’s Lab – 48.56% # Tech Mahindra – 50.8% # Marksans Pharma – 51.86% # Coforge – 56.0% # Wipro – 62.68% # HCL Tech – 65.5% # Zensar Tech – 67.3% # Avanti Feeds – 69.0% # Natco Pharma – 70.49% # eClerx Services – 76.0% # Granules India – 77.0% # Mphasis – 81.43% # Birlasoft – 85.7% # Sagility India – 100% 👀 ⚠️ Why it matters: Many of these companies rely heavily on the US market. A slowdown, tariff hike, or policy change in the US could severely impact their topline and stock performance. [Los Angeles] - [Insider Trading]
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