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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
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
7/n #SupplyChains: Great opportunity for India's Auto parts Industry, and selective opportunity in General Household goods and Sporting goods
12/n #SupplyChains Opportunity in Electronics (mobile phones, laptops, video games, LCD, CRTs, TVs, VCR, hard discs, ), Toys: bloomberg.com/news/articles/…
15/n #SupplyChains Could #India become a new hub for the Global Semi-conductor industry(#USA, #SKorea, #Taiwan) ? @PMOIndia
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? on.ft.com/2HPCe5A
24/n #SupplyChains #Chinese Trans-shipment through #Vietnam, #Mexico & other cntrys is also to be expected in short term: asia.nikkei.com/Spotlight/Data…
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: scmp.com/week-asia/econ…
29/n #SupplyChains #Taiwain is a key link in tech supply chains=> Replace Red Tape with Red carpet
34/n Some policy suggestions were made early in 👆🏽thread
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)
31/n Does the #SEZ act amendment 👇🏽represent the first step in incentivizing manufacturing #SupplyChains to move to India?
36/n Deterioration in Global manufacturing ( ) 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 ( ) 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 🙏🏼
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) 😢: bloomberg.com/news/articles/…
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?
44/n #SupplyChains on move from #China to #Vietnam . Can we learn anything from it? asia.nikkei.com/Economy/Trade-…
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
50/n If #SupplyChain exit can destroy 1.9 mi jobs in #China ( ) 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 )
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