#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">https://twitter.com/IndoPac_I...
2/n https://twitter.com/davidinglestv/status/1128052791568519168?s=21">https://twitter.com/davidingl...
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">https://twitter.com/globalej/...
7/n #SupplyChains: Great opportunity for India& #39;s Auto parts Industry, and selective opportunity in General Household goods and Sporting goods https://twitter.com/bopinion/status/1128549946997784578?s=21">https://twitter.com/bopinion/...
8/n #SupplyChains #Electronics https://twitter.com/financialtimes/status/1129118097259008000?s=21">https://twitter.com/financial...
9/n #SupplyChains #Agriculture https://twitter.com/nbrnews/status/1129152110682083328?s=21">https://twitter.com/nbrnews/s...
10/n #SupplyChains #Japan https://twitter.com/indopac_info/status/1129315459038208000?s=21">https://twitter.com/indopac_i...
11/n #Supplychains #Vietnam the no1 gainer from #TariffWar : https://twitter.com/brad_setser/status/1129152773667414016?s=21">https://twitter.com/brad_sets...
13/n #SupplyChains #Japan https://twitter.com/nar/status/1130397372557791232?s=21">https://twitter.com/nar/statu...
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">https://twitter.com/huxijin_g...
16/n #SupplyChains shifting from #China to #ASEAN since #GFC2008 https://twitter.com/indopac_info/status/1131078456320462849?s=21">https://twitter.com/indopac_i...
17/n #SupplyChains #USA #China https://twitter.com/onlyyoontv/status/1131007600894418945?s=21">https://twitter.com/onlyyoont...
18/n #SupplyChains >8% of #US firms plan to move from #China to #India: https://twitter.com/caixin/status/1131166657399803904?s=21">https://twitter.com/caixin/st...
20/n (18b) #SupplyChain #USA https://twitter.com/kennedycsis/status/1131605678924140544?s=21">https://twitter.com/kennedycs...
20/n #SupplyChains #China https://twitter.com/baldingsworld/status/1131780468024594432?s=21">https://twitter.com/baldingsw...
21/n #SupplyChains #Taiwan #FDI (thread) https://twitter.com/indopac_info/status/1131454326793048064?s=21">https://twitter.com/indopac_i...
22/n #SupplyChains #Taiwan https://twitter.com/focus_taiwan/status/1132949566766981121?s=21">https://twitter.com/focus_tai...
23/n #SupplyChains #China/ #India == #USA https://twitter.com/milanv/status/1134463010012106753?s=21">https://twitter.com/milanv/st...
25/n #SupplyChains #India https://twitter.com/trinhnomics/status/1069828772084367360?s=21">https://twitter.com/trinhnomi...
26/n #SupplyChains Potential https://twitter.com/trinhnomics/status/1069831300763156481?s=21">https://twitter.com/trinhnomi...
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">https://twitter.com/theeconom...
30/n #SupplyChains #China #USA https://twitter.com/pelstrom/status/1138378419203215360?s=21">https://twitter.com/pelstrom/...
31/n #SupplyChains #India #Budget https://twitter.com/cnbctv18news/status/1139545624473268224?s=21">https://twitter.com/cnbctv18n...
32/n #SupplyChains #US #Taiwan https://twitter.com/indopac_info/status/1140310080220385280?s=21">https://twitter.com/indopac_i...
33/n #SupplyChains #IT #Electronics https://twitter.com/elyratner/status/1141682041345466368?s=21">https://twitter.com/elyratner...
34/n Some policy suggestions were made early in https://abs.twimg.com/emoji/v2/... draggable="false" alt="👆🏽" title="Up pointing backhand index (medium skin tone)" aria-label="Emoji: Up pointing backhand index (medium skin tone)">thread https://twitter.com/livemint/status/1143384639391715328?s=21">https://twitter.com/livemint/...
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">https://twitter.com/cnbci/sta...
36/n Deterioration in Global manufacturing ( https://twitter.com/ihsmarkitpmi/status/1145709896693932033?s=21">https://twitter.com/ihsmarkit... ) 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">https://twitter.com/amitabhk8... ) 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 https://abs.twimg.com/emoji/v2/... draggable="false" alt="🙏🏼" title="Folded hands (medium light skin tone)" aria-label="Emoji: Folded hands (medium light skin tone)"> Grab this opportunity please @PiyushGoyal please https://abs.twimg.com/emoji/v2/... draggable="false" alt="🙏🏼" title="Folded hands (medium light skin tone)" aria-label="Emoji: Folded hands (medium light skin tone)"> https://twitter.com/cnbci/status/1146389096157392896?s=21">https://twitter.com/cnbci/sta...
39/n Will #India miss this once in a generation #SupplyChain #MakeInIndia opportunity? https://twitter.com/bsimpfendorfer/status/1148140132249284608?s=21">https://twitter.com/bsimpfend...
41/n #SupplyChain #USA https://twitter.com/voiceofchinatv/status/1150440162884800512?s=21">https://twitter.com/voiceofch...
42/n #SupplyChains #China https://twitter.com/geoff_p_wade/status/1150641458585767936?s=21">https://twitter.com/geoff_p_w...
43/n 100 companies waiting for #Indian Industry, exporters & Govt to contact them ( #MakeInIndia anyone? https://abs.twimg.com/emoji/v2/... draggable="false" alt="🧐" title="Face with monocle" aria-label="Emoji: Face with monocle">) and lay out the red carpet from China to India? https://twitter.com/damienics/status/1150529184428691456?s=21">https://twitter.com/damienics...
45/n #SupplyChains #India https://abs.twimg.com/emoji/v2/... draggable="false" alt="😃" title="Smiling face with open mouth" aria-label="Emoji: Smiling face with open mouth">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🤓" title="Nerd face" aria-label="Emoji: Nerd face"> https://abs.twimg.com/emoji/v2/... draggable="false" alt="👏" title="Clapping hands sign" aria-label="Emoji: Clapping hands sign"> https://twitter.com/shankkaraiyar/status/1151834809246703616?s=21">https://twitter.com/shankkara...
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
48/n #SupplyChains to #India https://twitter.com/trinhnomics/status/1153842604838047744?s=21">https://twitter.com/trinhnomi...
49/n Return of 1 #SupplyChain to #India ( #Diamond ) https://twitter.com/ashwinkiing/status/1156337916148191232?s=21">https://twitter.com/ashwinkii...
50/n If #SupplyChain exit can destroy 1.9 mi jobs in #China ( https://twitter.com/lingling_wei/status/1156557443293437953?s=21">https://twitter.com/lingling_... ) 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 )
51/n #SupplyChains #China #Vietnam https://twitter.com/c_barraud/status/1161163590855999488?s=21">https://twitter.com/c_barraud...
52/n #SupplyChains #China #USA https://abs.twimg.com/emoji/v2/... draggable="false" alt="🙏🏼" title="Folded hands (medium light skin tone)" aria-label="Emoji: Folded hands (medium light skin tone)"> don& #39;t miss this opportunity @PiyushGoyal @nsitharaman @PMOIndia https://abs.twimg.com/emoji/v2/... draggable="false" alt="🙏🏼" title="Folded hands (medium light skin tone)" aria-label="Emoji: Folded hands (medium light skin tone)">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🙏🏼" title="Folded hands (medium light skin tone)" aria-label="Emoji: Folded hands (medium light skin tone)">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🙏🏼" title="Folded hands (medium light skin tone)" aria-label="Emoji: Folded hands (medium light skin tone)"> https://twitter.com/chadbown/status/1162730262188503041?s=21">https://twitter.com/chadbown/...
53/n #HomeDepot #SupplyChain ripe for picking by #DIC @PiyushGoyal https://twitter.com/cnbci/status/1163847459661123588?s=21">https://twitter.com/cnbci/sta...
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">https://twitter.com/wsj/statu...
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">https://twitter.com/robert_sp...
56/n #SupplyChains Once in a generation opportunity still waiting ( https://twitter.com/ncuscr/status/1164936813271814144?s=21">https://twitter.com/ncuscr/st... ) 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& #39;t expand production without approval from NGT!
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">https://twitter.com/gzeromedi...
60/n #SupplyChain moved successfully https://twitter.com/mrbcyber/status/1166552750282248193?s=21">https://twitter.com/mrbcyber/...
62/n Example of my general point https://abs.twimg.com/emoji/v2/... draggable="false" alt="👆🏼" title="Up pointing backhand index (medium light skin tone)" aria-label="Emoji: Up pointing backhand index (medium light skin tone)">on competitiveness of #India vs #Vietnam in attracting #SupplyChains https://cnb.cx/348ip3O ">https://cnb.cx/348ip3O&q... => We must provide competive labor laws-rules-procedures & bureaucratic environment in #CEZs & large #SEZs
63/n India& #39;s competitors for Labor Intensive exports & efficient import substitution (goods, processes & parts of #SupplyChains): https://twitter.com/mckinsey_mgi/status/1167041966472933376?s=21">https://twitter.com/mckinsey_...
66/n But the competition for #SupplyChains is stiff https://twitter.com/curtisschin/status/1166188532135686144?s=21">https://twitter.com/curtissch... , 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">https://twitter.com/amitabhk8...
69/n #SupplyChains https://twitter.com/dravirmani/status/1174170284670238720?s=21">https://twitter.com/dravirman...
70/n #SupplyChains Even Malaysia has got into the Acthttps://abs.twimg.com/emoji/v2/... draggable="false" alt="👇🏼" title="Down pointing backhand index (medium light skin tone)" aria-label="Emoji: Down pointing backhand index (medium light skin tone)">. PM @PMOIndia can make a pitch at #HowdyModi in Texas https://twitter.com/nbrnews/status/1174078096548540416?s=21">https://twitter.com/nbrnews/s...
71/n #Vietnam #SupplyChain filling up fast, create opportunity for others https://twitter.com/business/status/1174331659304493057?s=21">https://twitter.com/business/...
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">https://twitter.com/dravirman...
73/n #IndiaEcon #EoDB (see the INDIA results for focusing corrective efforts) https://twitter.com/khurramamalik/status/1175121749756784640?s=21">https://twitter.com/khurramam...
74/n #SupplyChains on the move https://twitter.com/russellsieg/status/1179356409026301953?s=21">https://twitter.com/russellsi...
75/n #SupplyChains #IndiaEcon https://twitter.com/neelkanthmishra/status/1182465935015215104?s=21">https://twitter.com/neelkanth...
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">https://dravirmani.blogspot.com/2019/10/s...
78/n Despite worse indicators ( http://dravirmani.blogspot.com/2019/10/supply-chain-competitiveness-indias_25.html?m=1">https://dravirmani.blogspot.com/2019/10/s... ) 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">https://twitter.com/trinhnomi... cc @PiyushGoyal
80/n #SupplyChains #ValueChains (https://abs.twimg.com/emoji/v2/... draggable="false" alt="🙈" title="See-no-evil monkey" aria-label="Emoji: See-no-evil monkey">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🙉" title="Hear-no-evil monkey" aria-label="Emoji: Hear-no-evil monkey">https://abs.twimg.com/emoji/v2/... draggable="false" alt="🙊" title="Speak-no-evil monkey" aria-label="Emoji: Speak-no-evil monkey"> #India ) https://twitter.com/williamnee/status/1232614709641113602?s=21">https://twitter.com/williamne... https://twitter.com/williamnee/status/1232614709641113602">https://twitter.com/williamne...
81/n #SupplyChains #IndiaEcon Action https://twitter.com/rsprasad/status/1241332595570249729?s=21">https://twitter.com/rsprasad/... https://twitter.com/rsprasad/status/1241332595570249729">https://twitter.com/rsprasad/...
82/n https://twitter.com/rsprasad/status/1241333438369546240?s=21">https://twitter.com/rsprasad/... https://twitter.com/rsprasad/status/1241333438369546240">https://twitter.com/rsprasad/...
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