manufacturing
8 statements across 4 episodes · 2 bullish · 5 bearish · 4 people on the record · first statement Oct 4, 2021 by Amrit Acharya · across every show →
Everything said about manufacturing, oldest first
Oct 4, 2021
Acharya: 80% of manufacturing delays occur during initial raw material procurement
“One key insight was in any manufacturing step, 80% of the delay happens in step one, which is, you know, has the supplier purchased raw material? And, but once you, once they have bought the raw material, everything else happens fairly quickly because they nee…”
Oct 4, 2021 negative
Nov 27, 2024 negative
Garg: India's manufacturing-focused budget is an outdated 20th-century strategy
“That's why, to my mind, it makes better sense, and I call the recent budget, which Is trying to still promote manufacturing and the industrial employment by those on employment oriented schemes as a 20th century budget precisely for this reason that you are tr…”
Nov 27, 2024 bearish
Garg: India's industrialization push missed its window; services must drive growth
“So today, if we are trying to do manufacturing or industrialization, I think we are trying to catch a train which has long left the station. We may still waste our time in trying to do that, but better thing to do is that what is the current train on which we …”
Jun 20, 2025 positive
Jun 20, 2025 negative
Apr 9, 2026 bullish