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
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…”
Mar 3, 2021 neutral
Apr 14, 2021 positive
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…”
Nov 27, 2024 negative
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…”
Dec 6, 2024