supply chain

6 statements across 6 episodes · 1 bullish · 3 bearish · 6 people on the record · first statement Apr 26, 2020 by Mekin Maheshwari · across every show →

Everything said about supply chain, oldest first

Apr 26, 2020 negative
Prediction Not checkable as stated
Maheshwari: Restoring supply will be the bottleneck even if demand rebounds
“So even if demand were to come back very sharply after the lockdown, creating supply back is going to be a challenge and The measures that government can take to ease those to enable people to enable transport to work very well, raw material to be available, b…”
Mekin Maheshwari Apr 26, 2020 ▶ 16:05 Mekin Maheshwari on Impact of COVID-19 on Small & Medium Enterprises and Startups
Mar 3, 2021 neutral
Insight
Rastogi: Supply chains solved visibility but neglected automated decision-making
“While there has been a lot of solution towards visibility in supply chain, there has been very few and very little effort around the decision making in supply chain.”
Nishith Rastogi Mar 3, 2021 ▶ 5:50 Inside the mind of Nishith Rastogi, Co-Founder & CEO, Locus
Apr 14, 2021 positive
Insight
Jhina: Agri supply chain issues are best solved working backwards from demand
“Karthik's a lot smarter than I am. He figured out very early on that, you know, starting on the supply side is probably not a great idea. I went around, you know, I tried a lot of different things in that year and a half, you know, looked at food processing, s…”
Ashish Jhina Apr 14, 2021 ▶ 7:18 Inside the mind of Jumbotail Founders, Ashish Jhina & Karthik Venkateswaran | 100x Entrepreneur
Nov 27, 2024 negative
Insight
Garg: Low farmgate prices reflect value addition, not farmer exploitation
“There's many times you would be hearing this argument in our country that the farmers are looted they get for the papaya or for the apple they produce, they get only 10% or 20% or 30% of the final price which is paid, right? This is a very short-sighted argume…”
Subhash Chandra Garg Nov 27, 2024 ▶ 39:29 India's Road To $10 Trillion Economy With Subhash Garg, Former Secretary Of Economic Affairs
Dec 6, 2024
Insight
Lahiri: Integrating into supply chains requires lower taxes on imported inputs
“Because if you want to be integrated in the supply chain, it's, you need to give More concessional treatment or low taxes on inputs that will be brought in because that is what is going to go out again.”
Ashok K. Lahiri Dec 6, 2024 ▶ 42:12 NDA Vs UPA, Tax System, Kolkata's Fall, GDP Growth & More ft. Former CEA: Ashok Lahiri | Neon Show
Dec 20, 2024 bearish
Prediction Not checkable as stated
Khalid: Trump Tariffs Could Trigger Pandemic-Level Supply Chain Disruption
“Trump's threats of tariffs are now going to force a supply chain. I mean, it's going to be a supply chain disruption that Could echo, ah, what we saw in 2020 because of the pandemic, right?”
Matein Khalid Dec 20, 2024 ▶ 12:07 Global Investor Matein Khalid On World Economy | The Neon Show
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