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#SupplyChains #India needs to work indipendently with #USA and #China to separate the supply chains headed in the two directions and try to shift as much of them as possible to India https://twitter.com/IndoPac_Info/status/1127990488852623360
3/n #SupplyChains This is the final opportunity for making India a manufacturing hub, & bring manufacture jobs to India. It would be tragic if we miss this opportunity. I suggest that the new Govt appoint a #MOS(Supply Chains)in @PMOIndia to attract Global supply chains to India.
4/n #SupplyChains (1) Improve EODB on Cross Border Trade to top 50 rank (2) GST refund within 3 days for 90% of exports. (3) Replace Specific Tariffs by Ad valorem in Textiles. (4)De-control Agriculture, replace QRs by tariffs & export duty bands. ..5/n
5/n #SupplyChains (5)Reduce Capital(Tax rts, Fiscal-Monetary Twist), (6) Labor laws(4), flexibility, transportability, competition, (7) Land Use laws; Rural land, Chemical Ind CPU (8) Sector problem ID & soln (9) Road shows-USA, China, (10) MOS( #SuCh) (11)Suspend IT0 for 5-10yrs
6/n #SupplyChains Cotton Textiles https://twitter.com/globalej/status/1128259048892239872?s=21
7/n #SupplyChains: Great opportunity for India's Auto parts Industry, and selective opportunity in General Household goods and Sporting goods https://twitter.com/bopinion/status/1128549946997784578?s=21
11/n #Supplychains #Vietnam the no1 gainer from #TariffWar : https://twitter.com/brad_setser/status/1129152773667414016?s=21
12/n #SupplyChains Opportunity in Electronics (mobile phones, laptops, video games, LCD, CRTs, TVs, VCR, hard discs, ), Toys: https://www.bloomberg.com/news/articles/2019-05-16/china-trade-worst-case-growth-slows-debt-rises-companies-exit
14/n #SupplyChains #China to #India https://www.scmp.com/comment/insight-opinion/article/3010685/chinas-pain-trade-us-will-fast-become-mexico-india-and
15/n #SupplyChains Could #India become a new hub for the Global Semi-conductor industry( #USA, #SKorea, #Taiwan) ? @PMOIndia https://twitter.com/huxijin_gt/status/1130496486574157824?s=21
16/n #SupplyChains shifting from #China to #ASEAN since #GFC2008 https://twitter.com/indopac_info/status/1131078456320462849?s=21
18/n #SupplyChains >8% of #US firms plan to move from #China to #India: https://twitter.com/caixin/status/1131166657399803904?s=21
19/n #SupplyChains #USA #Innovative & #Bold action by @PMOIndia can move 15% to 30% of these to #India. Will we grab this once in generation opportunity for #MakeInIndia? https://on.ft.com/2HPCe5A
21/n #SupplyChains #Taiwan #FDI (thread) https://twitter.com/indopac_info/status/1131454326793048064?s=21
23/n #SupplyChains #China/ #India == #USA https://twitter.com/milanv/status/1134463010012106753?s=21
24/n #SupplyChains #Chinese Trans-shipment through #Vietnam, #Mexico & other cntrys is also to be expected in short term: https://asia.nikkei.com/Spotlight/Datawatch/Chinese-goods-navigate-alternate-trade-routes-to-US-shores
28/n #SupplyChains Avg Export oriented #garment factory in #Bangladesh employs 10x to 50x the workers that the avg Indian #RMG #Indian producer does. Why? => Labor Flexibility, lower SocSec tax on producer: https://www.scmp.com/week-asia/economics/article/3013632/move-over-made-china-its-made-bangladesh-era-now
29/n #SupplyChains #Taiwain is a key link in tech supply chains=> Replace Red Tape with Red carpet https://twitter.com/theeconomist/status/1137693251375456264?s=21
34/n Some policy suggestions were made early in 
thread https://twitter.com/livemint/status/1143384639391715328?s=21
thread https://twitter.com/livemint/status/1143384639391715328?s=21
35/n #SupplyChains #India has few of the limitations of #Vietnam (size of otential labor force-unskilled, Demi-skilled & skilled) and lacks a few of the advantages(eg inability to dispose of redundant workers) (cc @PiyushGoyal) https://twitter.com/cnbci/status/1143534260432855043?s=21
36/n Deterioration in Global manufacturing ( https://twitter.com/ihsmarkitpmi/status/1145709896693932033?s=21 ) make it more urgent for #India to undertake reforms (4/n, 5/n) for attracting #FDI in #SupplyChains
37/n #SupplyChains Indian Govt must go out & grab these opportunities ( https://twitter.com/amitabhk87/status/1145898631158849538?s=21 ) by setting up a specialized focused group to contact all such companies & work with them to clear road blocks to shifting production to India!
38/n #SupplyChains #India 
Grab this opportunity please @PiyushGoyal please https://twitter.com/cnbci/status/1146389096157392896?s=21
Grab this opportunity please @PiyushGoyal please https://twitter.com/cnbci/status/1146389096157392896?s=21
39/n Will #India miss this once in a generation #SupplyChain #MakeInIndia opportunity? https://twitter.com/bsimpfendorfer/status/1148140132249284608?s=21
40/n #SupplyChains #CommunistParty ruled #Vietnam is constructing 38 industrial estates, which will fill up with #FDI & thier suppliers in ~2 yrs, while #India remains mired in #BS (= #Bureaucratic #Socialism) 
: https://www.bloomberg.com/news/articles/2019-07-09/trade-war-threatens-chinese-factories-existence-li-fung-says
: https://www.bloomberg.com/news/articles/2019-07-09/trade-war-threatens-chinese-factories-existence-li-fung-says
43/n 100 companies waiting for #Indian Industry, exporters & Govt to contact them ( #MakeInIndia anyone? 
) and lay out the red carpet from China to India? https://twitter.com/damienics/status/1150529184428691456?s=21
) and lay out the red carpet from China to India? https://twitter.com/damienics/status/1150529184428691456?s=21
44/n #SupplyChains on move from #China to #Vietnam . Can we learn anything from it? https://asia.nikkei.com/Economy/Trade-war/Apple-tests-AirPod-production-in-Vietnam-as-it-cuts-China-reliance?utm_campaign=RN%20Free%20newsletter&utm_medium=daily%20newsletter%20free&utm_source=NAR%20Newsletter&utm_content=article%20link
46/n Summary detail from above article
47/n #SupplyChains #CEZ = #Coastal #Employment #Zones are a great idea. 3+2 such zones near #Ports are feasible, 3 almost done, 2 in process. But one could also convert 5 largest SEZ’s (out of 500) in the interior of cntry, near #Airports into #Special #Employment #Zones = #SEZs
49/n Return of 1 #SupplyChain to #India ( #Diamond ) https://twitter.com/ashwinkiing/status/1156337916148191232?s=21
50/n If #SupplyChain exit can destroy 1.9 mi jobs in #China ( https://twitter.com/lingling_wei/status/1156557443293437953?s=21 ) it can also create 1.9 mi jobs in #India, given right labor & tax policies (eg in Coastal Employment Zones #CEZs & SEZs = Special Employment Zones )
52/n #SupplyChains #China #USA don't miss this opportunity @PiyushGoyal @nsitharaman @PMOIndia https://twitter.com/chadbown/status/1162730262188503041?s=21
don't miss this opportunity @PiyushGoyal @nsitharaman @PMOIndia https://twitter.com/chadbown/status/1162730262188503041?s=21
53/n #HomeDepot #SupplyChain ripe for picking by #DIC @PiyushGoyal https://twitter.com/cnbci/status/1163847459661123588?s=21
54/n #SupplyChain Only #India has the potential to replace #China as the “Factory to the World”. Only, thing we lack is Economic leadership of kind we have seen on National Security & Foreign Policy: https://twitter.com/wsj/status/1164190445037113344?s=21
55/n @SupplyChains These are the kind of labor intensive industries #India can still attract from #China if we get our act together quickly: https://twitter.com/robert_spalding/status/1164371936996220929?s=21
56/n #SupplyChains Once in a generation opportunity still waiting ( https://twitter.com/ncuscr/status/1164936813271814144?s=21 ) Get labor laws right & replace Socialist Bureaucracy in #Coastel #Economic #Zones ( #CEZs) and 5-6 large #Special #Employment #Zones ( #SEZs) in interior States, with #Egovernance
57/n #SupplyChains Heard yesterday that Chemical Industry (in Gujrat) has 3x pre-tariff war orders, but because production is limited by pollution control license, even industrial estates with pollution control equipment can't expand production without approval from NGT!
58/n A joint effort to move #US #SupplyChains from #China to #India can produce massive gains for both countries (Win-win) and transform economic relations. Go for it @DrSJaishankar @PiyushGoyal @PMOIndia https://www.thehindu.com/news/national/us-china-trade-war-likely-to-dominate-narendra-modi-donald-trump-talks/article29246745.ece
59/n #TariffWar created uncertainty, which reduces investment & induces changes that will minimize the risk. One of these is to reorder #SupplyChains to minimize the negative effect of TariffWar & of US measures to protect #IP from theft by #CCPchinaInc https://twitter.com/gzeromedia/status/1165444444289736706?s=21
60/n #SupplyChain moved successfully https://twitter.com/mrbcyber/status/1166552750282248193?s=21
61/n Today's FDI reforms will help #SupplyChains shift to #India, on margin, but we have long way to go to compete with Vietnam https://shrts.in/5hSa
62/n Example of my general point 
on competitiveness of #India vs #Vietnam in attracting #SupplyChains https://cnb.cx/348ip3O => We must provide competive labor laws-rules-procedures & bureaucratic environment in #CEZs & large #SEZs
on competitiveness of #India vs #Vietnam in attracting #SupplyChains https://cnb.cx/348ip3O => We must provide competive labor laws-rules-procedures & bureaucratic environment in #CEZs & large #SEZs
63/n India's competitors for Labor Intensive exports & efficient import substitution (goods, processes & parts of #SupplyChains): https://twitter.com/mckinsey_mgi/status/1167041966472933376?s=21
64/n Some progress has been made on #India #SupplyChains https://www.business-standard.com/article/companies/an-indian-factory-s-ambitious-aim-to-make-iphones-outside-china-119082900859_1.html
65/n And the beginning of a focused, targeted approach to woo #SupplyChains ( 
) https://in.reuters.com/article/us-usa-trade-china-india-exclusive/exclusive-india-to-woo-foreign-firms-like-apple-to-capitalize-on-u-s-china-trade-war-idINKCN1VJ1OE
) https://in.reuters.com/article/us-usa-trade-china-india-exclusive/exclusive-india-to-woo-foreign-firms-like-apple-to-capitalize-on-u-s-china-trade-war-idINKCN1VJ1OE
66/n But the competition for #SupplyChains is stiff https://twitter.com/curtisschin/status/1166188532135686144?s=21 , so our policy & institutions must promote competitiveness (see thread at 4-5/n)
67/n #india getting serious about #SupplyChains : https://twitter.com/amitabhk87/status/1168828648859680769?s=21
68/n #SupplyChains We can at least reduce Corporate tax rate or 25% as promised 4-5 yrs ago https://asia.nikkei.com/Economy/Trade-war/Thailand-dangles-50-tax-cut-for-manufacturers-fleeing-China
70/n #SupplyChains Even Malaysia has got into the Act
. PM @PMOIndia can make a pitch at #HowdyModi in Texas https://twitter.com/nbrnews/status/1174078096548540416?s=21
. PM @PMOIndia can make a pitch at #HowdyModi in Texas https://twitter.com/nbrnews/status/1174078096548540416?s=21
71/n #Vietnam #SupplyChain filling up fast, create opportunity for others https://twitter.com/business/status/1174331659304493057?s=21
72/n Big bold move by #India to attract #SupplyChains, this (including the 2020-23 reduction to 17%) will multiply the positive economic impact of PM US trip on #FDI. https://twitter.com/dravirmani/status/1174923257784352768?s=21
73/n #IndiaEcon #EoDB (see the INDIA results for focusing corrective efforts) https://twitter.com/khurramamalik/status/1175121749756784640?s=21
76/n #SupplyChains #India Govt is (now) acting & some success is starting to be achieved https://www.google.com/amp/s/www.wsj.com/amp/articles/india-sees-opportunity-in-trade-fight-luring-big-companies-from-china-11571572741
77/n #SupplyChains #India vs #Vietnam Comparative analysis of #Logistics & Ease of #DoingBusiness based on World Bank Data: http://dravirmani.blogspot.com/2019/10/supply-chain-competitiveness-indias.html?m=1
78/n Despite worse indicators ( http://dravirmani.blogspot.com/2019/10/supply-chain-competitiveness-indias_25.html?m=1 ) why do manufacturing firms prefer #Vietnam? Possible reasons - Red carpet for KEY firms in supply chain which will attract/bring in other firms in chain & have demonstration effect. https://twitter.com/trinhnomics/status/1187704439622135808?s=21 cc @PiyushGoyal
79/n #SupplyChains #India has a once in generation opportunity to #MakeInIndia https://www.bloomberg.com/news/articles/2019-11-11/asia-s-mini-chinas-struggle-to-capitalize-on-u-s-trade-war
80/n #SupplyChains #ValueChains (
#India ) https://twitter.com/williamnee/status/1232614709641113602?s=21 https://twitter.com/williamnee/status/1232614709641113602
#India ) https://twitter.com/williamnee/status/1232614709641113602?s=21 https://twitter.com/williamnee/status/1232614709641113602
81/n #SupplyChains #IndiaEcon Action https://twitter.com/rsprasad/status/1241332595570249729?s=21 https://twitter.com/rsprasad/status/1241332595570249729
