Global Supply Chains

ETMarkets Smart Talk: Sachin Shah on India’s role in ‘China +1’ and ‘Europe +1’ strategies in global supply chains

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ETMarkets Smart Talk: Sachin Shah on India’s role in ‘China +1’ and ‘Europe +1’ strategies in global supply chains

“Challenges in Europe are multifaceted: the demographic trend leans more toward consumption rather than a productive workforce, leading to high labour costs,” says Sachin Shah, Executive Director & Fund Manager, Emkay Investment Managers Limited.In an interview with ETMarkets, Shah said: “The weakening of the US dollar, which in turn drives demand for alternative asset classes, … Read more

Shifts in global supply chains and sourcing to benefit India: APM Terminals CEO Keith Svendsen

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Shifts in global supply chains and sourcing to benefit India: APM Terminals CEO Keith Svendsen

India is very well-positioned to take advantage of the global supply chain resilience and multi-sourcing shift, said APM Terminals CEO Keith Svendsen. In an interview to ET, he said inventories had begun to normalise with the easing of the pandemic and restocking should begin by the end of the year. On India plans, he said … Read more

The global vaccine crisis is a test of capitalism: Mihir Sharma

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The global vaccine crisis is a test of capitalism: Mihir Sharma

The 2008 crash tested financial globalization. In 2020, the chaos of the early months of the Covid-19 pandemic led many to question the world’s dependence on complex global supply chains. These last few months, however, as vaccination programmes have taken off in some parts of the world and stalled in others, have raised even deeper … Read more

India-Taiwan trade prospects look promising in 2021: TAITRA

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India-Taiwan trade prospects look promising in 2021: TAITRA

NEW DELHI: The prospects for India-Taiwan bilateral trade, which was hit hard this year due to disruptions caused by the COVID-19 pandemic, look promising in 2021, according to the Taiwan External Trade Development Council (TAITRA). The overall restructuring of supply chains will give India a very unique place and attract many Taiwanese companies to invest … Read more

View: How to make China’s loss in global FDIs India’s gain

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View: How to make China’s loss in global FDIs India’s gain

China’s loss is becoming developing Asia’s gain. FDI flows to the Asean countries exceeded those to China for the last three years, bringing in nearly $156 billion in 2019. Synopsis In most cases, OECD economies will not move their China-based factories home. More likely is a steady, deliberate shift of marginal foreign direct investment (FDI) … Read more

India can attract global supply chains away from China, says Mike Pompeo

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India can attract global supply chains away from China, says Mike Pompeo

India, which has earned the trust of many nations around the world, including that of the United States, can attract global supply chains away from China and reduce its reliance on Chinese companies, Secretary of State Mike Pompeo said on Wednesday. In his virtual keynote address to the annual ‘India Ideas Summit‘ of the US … Read more