Thread by @alphainvesco

Indian exports have performed badly due to our exchange rate policy ? A bad excuse. Solving India’s Export Problem – Note on High Level Advisory Group Report by @zainiqb79224584

alphainvesco.com/blog/exports-i…

Download highlighted copy of the HLAG report drive.google.com/file/d/1ify1dP…

Thread

@zainiqb79224584 Exports have stagnated...while rupee has depreciated significantly during this period (2)

@zainiqb79224584 (3)

@zainiqb79224584 Nowhere in top end mfg...(4)

@zainiqb79224584 Medical Tourism - Can it be a big emerging trend ? given the cost arbitrage, travel destinations india has & reputation of indian doctors (5)

@zainiqb79224584 Medical Tourism - cost arbitrage (6)

@zainiqb79224584 International tourist arrivals...abysmally low, given the size of the country & options it offers. Need better infra & law n order.....and less hysterical media ? (7)

@zainiqb79224584 bangladesh! (8)

@zainiqb79224584 Tourism ranking are improving though (9)

@zainiqb79224584 Exorbitant land prices are the biggest culprit for high hotel tariffs in India ? Taxes are additional hurdles ? (10)

@zainiqb79224584 Pharma - China catching up here as well..(11)

@zainiqb79224584 Pharma - Indian companies upping the ante ? (12)

@zainiqb79224584 R&D has to be stepped up (13)

@zainiqb79224584 Shortages of babu's ! Good or bad ? (14)

@zainiqb79224584 New engineering enrollments on the way down (15)

@zainiqb79224584 But Engineering PhD's are picking up (16)

@zainiqb79224584 R&D as a % of GDP must go up (17)

@zainiqb79224584 China has invested heavily in its universities & higher education. And not just in dumping cheap exports. As GDP accelerates, can we do the same ? (18)

@zainiqb79224584 India awaits her own 'sea turtles' (19)

@zainiqb79224584 Textiles - With very high per capita consumption in the west & millennials moving towards minimalism, has India missed the textile exports bus ? Its all about cost competitiveness & grabbing into china's share now ? (20)

@zainiqb79224584 Textiles - logistics cost hurting competitiveness across sectors ! (21)

@zainiqb79224584 Textiles - If moved to eastern India where labor availability is high & costs are low + cheap transportation access to ports....can we ? (22)

@zainiqb79224584 Textiles - sad truth...despite her size, India competes with smaller countries. (23)

@zainiqb79224584 Textiles - consolidation is a must to improve efficiency ? Look at our port accessibility, who is responsible for this crime ? (24)

@zainiqb79224584 Textiles - low labor cost is a must to be competitive in garments....but existing major clusters are in south India, and not in eastern India. Law & order + accessibility issue hurts ? (25)

@zainiqb79224584 Textiles - incentives (26)

@zainiqb79224584 Textiles - how world perceives us (27)

@zainiqb79224584 Electronics & Mobile phones - we missed the bus in textiles, but can we still make it in electronics ? (28)

@zainiqb79224584 Forget about exports...at least start substituting imports ! (29)

@zainiqb79224584 FDI flows - most of the money has gone into services. Can we attract mfg FDI going forward ? Especially given the tax cuts for new units ? (30)

@zainiqb79224584 Size of the exim banks - indicates 'ease of doing business' for exporters (31)

@zainiqb79224584 Exim banks - recap / infusion needed. (32)

@zainiqb79224584 Exim banks - already over leveraged & under capitalized (33)

@zainiqb79224584 Textile exports - global rankings (34)

@zainiqb79224584 UPA's SEZ policy...no comments ! (35)

@zainiqb79224584 End (36)

Link to short note - alphainvesco.com/blog/exports-i…

Download link to highlighted copy of the HLAG report
drive.google.com/file/d/1ify1dP…