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81/n #SupplyChains #IndiaEcon Action https://t.co/qDMtn4s4ub
82/n https://t.co/5g9SWoalWE
83/n #SupplyChain #Diversification => #IS (= Import Substitution) & #Industrial #Policy:- https://t.co/EdXjCRd7Pd
#84/n #SupplyChains #IndiaReforms (not #TaxTerrorism #BS) https://t.co/uLF3mWcLlZ
85/n #SupplyChains #ValueChains ndtv.com/india-news/cor…
86/n (sub thread) #SupplyChains https://t.co/cIgMMXxbMl
87/n #Supplychains https://t.co/HzdFxsXMYH
88/n #SupplyChains #USA #India Acts #JIT 👍🏼 bloomberg.com/news/articles/…
89/n https://t.co/Yup3I7XGUu
99/n #SupplyChain #Germany #India 👍 https://t.co/gDU3u7b5OH
100/n #DualisticTrdPol Joint #T5 (#USA, #EU, #Japan, #India, #UK ) framework for moving #Supplychains out of #China and into these 5 economies (cc @DrSJaishankar @nsitharaman , @PiyushGoyal ): https://t.co/rFhcFFPlXX
101/n #SupplyChains If India misses this, "once in a lifetime opportunity", to transform Indian manufacturing through fundamental economic reform & liberalization to improve competitiveness, it will be unforgivable 🤯: https://t.co/j2By4680E9
102/n #SupplyChains #ValueChains #VCsRock #Indonesia ( #SEZ #LaborRfrm ?) https://t.co/LBRM2Ehddg
103/n #DualisticTrdPol & #SupplyChains As 1 who dealt with(in MOF) effect of USSR collapse on our International trade & BOP, it's 10 x more difficult to find alternative markets for one's #Exports, than to find alternative #Import sources ie Trade deficit w China=>Advantage India
104/n #SupplyChains #ValueChains #USA #China https://t.co/pEtC2Oizhe
105/n #Decoupling #SupplyChains #USA https://t.co/oCq2pb6byZ
106/n #SupplyChains #India #USA https://t.co/oMvqi1PRGT
107/n #SupplyChains #PartialEcDecoupling #Japan asia.nikkei.com/Economy/Japan-…
108/n #SupplyChains #India #Incentives https://t.co/ZqLgwQbVrJ
109/n #SupplyChains #China-#Japan #sectors https://t.co/d2477xfSZY
110/n #SupplyChains #India ( #PvtBoycott #CCPimperialism) https://t.co/EY74AoKo89
111/n #SupplyChains #USA-#India 👍🏼👍🏼👍🏼 https://t.co/ML91IaooJl
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#SupplyChains #IndiaEcon #SupplyChain #Diversification #IS #Industrial #Policy #IndiaReforms #TaxTerrorism #BS #ValueChains #USA #India #JIT #Germany #DualisticTrdPol #T5 #EU #Japan #UK #China #VCsRock #Indonesia #SEZ #LaborRfrm #Exports #Import #Decoupling #PartialEcDecoupling #Incentives #sectors #PvtBoycott #CCPimperialism

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Dr Arvind Virmani
@dravirmani
Surely every serious national security strategist understands the distinction btwn Govts Geopolitical decisions and th military's detailed scenario planning & action program. A govt can decided on basis of expected value of outcome or worst case scenarios-the latter is paralyzing
2/ns The critical issue in China-India conflict is that,as of now (2020), #China controls the #escalatory ladder. So India's #National #Security Apparatus has to make assumptions about when and how #CCPpla will escalate, if it loses the first few steps on its escalatory ladder!
3/ns The worst case scenario for us is therefore the one in which after loosing previous escalations, #CCP China escalates to a full fledged war/attack on India, by shifting US-facing troops and highest quality equipment towards India. This has proved paralyzing for past Govts!🤔
Read 39 tweets
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Dr Arvind Virmani
@dravirmani
#Ignorance is #Bliss: Economists still don't get #Lockdown #Economics. As long as 60% of economy is in #Lockdown conventional fiscal stimulus has zero effect, 0. So anyone still talking about it, is either dumb, living in cloud cucko land or deliberately trying to fool th public
2/lde #Lockdown means there is no supply or demand in the part of economy (60%) which is shut(lockdown). We cannot buy any non-essential goods.Its not a matter of lack of money or desire. There is no way you, i or anyone can buy any non-essential G&S when producers can't sell it.
3/lde Conventional Fiscal stimulius Will Become relevant only after we transition from Lockdown to "normalcy". It's only during transition that we will know if there is lack of demand in which sectors & a fiscal stimulius package can be devised & ready before end of transition
Read 5 tweets
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Dr Arvind Virmani
@dravirmani
#SARSCov2 #WuhanVirus #Masks (thread) @MoHFW_INDIA @PMOIndia @narendramodi 🙏🏼🙏🏼🙏🏼
2/masks Gear up #mask production in urban & rural areas for respectiv use. Will be essential, along with restrictions on gathering of more than 4 people(sec144) & #SocioSpatial #distancing in workplace/transport/resteraunts/theaters, when lifting #Lockdown https://t.co/43R0adK98H
3/masks High Quality Masks: "N95 designation means that when subjected to careful testing, the respirator blocks at least 95 percent of very small (0.3 micron) test particles." https://t.co/alsQXFdThJ
Read 12 tweets

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