Indian Economy (12 Viewers)

[sea-gain]

Well the problem here is there isn't demand for those mangoes, ideally farmers need to divest from it and focus on something else. Issue here is gormint is poking it's finger in both supply and demand side.

problem is that mango's are not same as wheat or paddy like Punjab that they can be switched for each season...

as ezsasa mentioned ... mangos always see a cycle of low / high yield which is a truth as i myself have a small orchid and it do happen with mangos specifically. To ensure that farmers get decent prices for their product, need of the hour is to setup storage facilities to store during high yield year. this way the price will be fair to everyone next year when yield is low and farmer can sell at their price. Same time farmers will get better price for the over produce of previous year. it is about managing the supply and demand side...

certainly private players will not setup storage facilities until it benefits them.. which leaves farmers or govt. farmers can setup via way of association or pooling resources else we have only govt ...

 

[sea-gain]

out of curiosity, which state's agri economy you are using for your baseline?

there is none in India at least that i am bench mark ... just tribal knowledge and common sense...

Edit thinking again -
think PepsiCo Frito lay did it for their potato business.. to the extend that they provided farmers with seeds of specific variety they want to make their potato chips , picked the produce at fair pre-decided prices and processed at their own factories

 

[ezsasa]

there is none in India at least that i am bench mark ... just tribal knowledge and common sense...

Edit thinking again -
think PepsiCo Frito lay did it for their potato business.. to the extend that they provided farmers with seeds of specific variety they want to make their potato chips , picked the produce at fair pre-decided prices and processed at their own factories

in that case, in principle we are in agreement, but i am not talking in generic terms in this convo.

the above discussion pertains to andhra, it's specific and localised. united andhra had a strong policy of cold chains, because of fisheries and red chilli in 90's and 2000's. any one who drives on highways of these districts will find a lot of private cold chain ware houses. so much so that there a time before the split when there was over supply of cold chains, owners would burn their cold chains in "accidents" for insurance money. after the split, it looks like most of the cold chain capacity went to telangana, it could be the case that andhra cold chain capacity is in the process of being rebuilt.

we need not assume they don't know how to run their own business. even with the cold chains, it has to make financial sense to the farmer. i don't know about costing, would refrain from speculating.

could there be a lag between cold chain warehouse capacity demand and supply? sure, it happens in every business.

 

[Cheepek]

"Analysts at Counterpoint Research calculated that India had succeeded in satisfying 18 percent of the global demand for iPhones by early this year, two years after Foxconn started making iPhones in India. By the end of 2025, with the Devanahalli plant fully online, Foxconn is expected to be assembling between 25 and 30 percent of iPhones in India."

"And the kind of crazy-quilt supply chain of smaller industries that feeds Apple’s factory towns in China is coalescing in India’s heartland. Businesses are selling Foxconn the goods and services it needs to make iPhones, including tiny parts, assembly-line equipment and worker recruitment.

Some of the firms are Indian; others are Taiwanese, South Korean or American. Some were already in the area, while others are setting up in India for the first time."

https://www.nytimes.com/2025/06/30/business/apple-foxconn-india.html

 

[sauntheninja]

"Analysts at Counterpoint Research calculated that India had succeeded in satisfying 18 percent of the global demand for iPhones by early this year, two years after Foxconn started making iPhones in India. By the end of 2025, with the Devanahalli plant fully online, Foxconn is expected to be assembling between 25 and 30 percent of iPhones in India."

"And the kind of crazy-quilt supply chain of smaller industries that feeds Apple’s factory towns in China is coalescing in India’s heartland. Businesses are selling Foxconn the goods and services it needs to make iPhones, including tiny parts, assembly-line equipment and worker recruitment.

Some of the firms are Indian; others are Taiwanese, South Korean or American. Some were already in the area, while others are setting up in India for the first time."

https://www.nytimes.com/2025/06/30/business/apple-foxconn-india.html

Question the Chinese companies like Oppo,Vivo and the likes were able to grow this quickly by essentially taping into the existing factories and ordering the same parts used for iphones, Because in China no one really gave a shit about IP they could blatantly steal ip and make their own hardware can someone in India attempt the same?

 

[shade2]

"Analysts at Counterpoint Research calculated that India had succeeded in satisfying 18 percent of the global demand for iPhones by early this year, two years after Foxconn started making iPhones in India. By the end of 2025, with the Devanahalli plant fully online, Foxconn is expected to be assembling between 25 and 30 percent of iPhones in India."

"And the kind of crazy-quilt supply chain of smaller industries that feeds Apple’s factory towns in China is coalescing in India’s heartland. Businesses are selling Foxconn the goods and services it needs to make iPhones, including tiny parts, assembly-line equipment and worker recruitment.

Some of the firms are Indian; others are Taiwanese, South Korean or American. Some were already in the area, while others are setting up in India for the first time."

https://www.nytimes.com/2025/06/30/business/apple-foxconn-india.html

https://archive.is/MyoLm

Nice article, it mysteriously isn't negative and pissing on India's achievements in the whole Apple/Foxconn manufacturing thing like say how Gloomberg articles are.

 

[shade2]

Question the Chinese companies like Oppo,Vivo and the likes were able to grow this quickly by essentially taping into the existing factories and ordering the same parts used for iphones, Because in China no one really gave a shit about IP they could blatantly steal ip and make their own hardware can someone in India attempt the same?

Parent of Oppo,Vivo is BBK Electronics

This company was a contract manufacturer( CM ) for big foreign brands in the past before getting into the game itself and succeeding, also they make parts in the same supply chain ofc.

What you mean is something like Xiaomi which started out as a brand and exploiting existing manufacturing infra in Choyna

However what you say is possible, our CMs can eventually roll out their own brand and own products, since they actually are the ones manufacturing the products and eventually building parts also.

Apple etc are only "clients" who provide a design and software

Many times "clients" only are a ((( brand ))) doing marketing and the design and software is also outsourced

 

[sauntheninja]

Parent of Oppo,Vivo is BBK Electronics

This company was a contract manufacturer( CM ) for big foreign brands in the past before getting into the game itself and succeeding, also they make parts in the same supply chain ofc.

What you mean is something like Xiaomi which started out as a brand and exploiting existing manufacturing infra in Choyna

However what you say is possible, our CMs can eventually roll out their own brand and own products, since they actually are the ones manufacturing the products and eventually building parts also.

Apple etc are only "clients" who provide a design and software

Many times "clients" only are a ((( brand ))) doing marketing and the design and software is also outsourced

Dixon Technologies maybe they can tap into a similar market like BBK electronics

 

[shade2]

Dixon Technologies maybe they can tap into a similar market like BBK electronics

Dixon is the obvious candidate because they've started venturing into parts production also, not just assembly, however it will take time to build out and launch a brand.


You know the Micromax guy? after being a 2rs Chini-maal rebrander he has pivoted into being an ESDM contract manufacturer
Apparently he's pretty good at it too.

 

[ArjunMK1A]

problem is that mango's are not same as wheat or paddy like Punjab that they can be switched for each season...

as ezsasa mentioned ... mangos always see a cycle of low / high yield which is a truth as i myself have a small orchid and it do happen with mangos specifically. To ensure that farmers get decent prices for their product, need of the hour is to setup storage facilities to store during high yield year. this way the price will be fair to everyone next year when yield is low and farmer can sell at their price. Same time farmers will get better price for the over produce of previous year. it is about managing the supply and demand side...

certainly private players will not setup storage facilities until it benefits them.. which leaves farmers or govt. farmers can setup via way of association or pooling resources else we have only govt ...

If I believe current agric laws will not allow farmers to build storage facilities for themselves. Under New agri laws, they are allowed to have their own storage facilities. (Nothing new, in older times we used to have this homes, lot of temples had granaries to store them and will be distributed during drought).

Also FCI is building modern warehouses, but the scale is not large and it is taking time to build them. Need to see how many state governements building these new storage facilities.

 

[Psacha123]

Unless the orange orangutan stops demanding impossible concessions (access for agri/GM crops/dairy and F-35/javelin/stryker sales); not happening.

Also, his words carry zero weight.

Looks like try trade deal is being finalized as we speak.

Agri/GM/Dairy is a political suicide, so probably a large military deal?
I think some deal will be made before Jul 9 (probably an interim one omitting the controversial elements) to avoid the tariff deadline, unless he extends it again.


View: https://x.com/ani/status/1939747533804511690?s=46

 

[Psacha123]

India Today reporting too.
Cautiously optimistic on what the compromises are on both sides.


View: https://x.com/derekjgrossman/status/1939689827471127021?s=46

 

[Tumba]

India Today reporting too.
Cautiously optimistic on what the compromises are on both sides.


View: https://x.com/derekjgrossman/status/1939689827471127021?s=46

Hopefully India delays this and try to squeeze more out of USA, we could have easily trapped them in some parliamentary shit n democracy no point signing this with unreliable and impulsive USA…

Lets drag it fckin chutia corrupt babus … do your thing … lets not sign it before Trump threatens us for few years

 

[Wayfarer]

Looks like Orange Utan is desperate for a deal cos his economy tanked after the tariff circus. Opportune time to grab him by the balls and squeeze the most we can out of him.

Pic unrelated

 

[liberalredditor]

Looks like Orange Utan is desperate for a deal cos his economy tanked after the tariff circus. Opportune time to grab him by the balls and squeeze the most we can out of him.

Pic unrelated

View attachment 41727

"PM modyy is the toughest negotiator" - his excellency donald duck
Lets see how our topji squeezes out the lemons of benefits, according to jyotishi, financially country is doing pretty well for a couple of years ATLEAST. so i can predict we are getting a handsome deal. I believe on my ias sirs, i know you are lurking here and reading this, we all love you sirs

 

[swesh]

Here is a list of the operational Special Economic Zones (SEZs) in Haryana, based on available information:

1. ASF Insignia, Gwal Pahari, Gurgaon - IT/ITES
2. DLF Cyber City, Gurgaon - IT/ITES
3. Chaudhary Devi Lal IMT, Manesar (Phase-II) - Automobile and Auto Components
4. Reliance Haryana SEZ, Gurgaon - Multi-Product
5. Jindal Realty SEZ, Gurgaon - IT/ITES
6. Unitech Realty SEZ, Gurgaon - IT/ITES
7. Gurgaon Infospace SEZ, Gurgaon - IT/ITES
8. Raheja SEZ, Gurgaon - IT/ITES

Additional Notes:

• As of June 2025, Haryana has 8 operational SEZs, as reported in posts on X.
• The Haryana Special Economic Zone Act, 2005, facilitates the establishment and management of SEZs in the state.
  
  
• The SEZ in Manesar, focused on automobiles and auto components, is managed by the Haryana State Industrial Development Corporation (HSIDC), either independently or in partnership with Reddy's Continental Warehousing Corporation, located between Phase-I IMT and Garhi Harsaru railway station.
  
  
• Some SEZs, particularly in the IT/ITES sector, have faced de-notification, with Haryana de-notifying nine SEZs between 2014 and 2017, primarily private IT/ITES zones.
  
  
• The Reliance Haryana SEZ in Gurgaon, notified since 2007, has faced delays, with only the boundary fence constructed as of earlier reports.
  
  

This list reflects the most recent and reliable information available. For the latest updates or detailed information on specific SEZs, you may refer to the official SEZ India website (sezindia.gov.in).

 

[Tumba]

"PM modyy is the toughest negotiator" - his excellency donald duck
Lets see how our topji squeezes out the lemons of benefits, according to jyotishi, financially country is doing pretty well for a couple of years ATLEAST. so i can predict we are getting a handsome deal. I believe on my ias sirs, i know you are lurking here and reading this, we all love you sirs

I believe it if babus r fighting tough when this deal is delayed otherwise 50:50

 

[Roshan]

I actually would have preferred a low TFR if not for the constant demographic change that is going on.

People might not remember but back in the day post independence Indian population was at just 340 million somewhere around what the US is at today. Today UP and bihar have that many people in that little area. Our cities were cleaner lesser strain on resources urban infrastructure when compared to whatever hellhole this place has become now.

I mean 340 million spread across India we were literally set up for success.

I mean back in the day bangalore had boating rides and large lakes lol imagine my surprise to that.

If only we had a govt which had completed the population swap and kept population in check along with decent industrialisation India probably would have a per capita GDP of 10-15k USD easily.


View: https://x.com/shivammish78313/status/1933429439620157857?s=46

Even Calcutta after Communists fucking it up big time looked decent not that long ago.

View: https://x.com/hijibijihijibi/status/1939021062668452243

 

[Wayfarer]

"PM modyy is the toughest negotiator" - his excellency donald duck
Lets see how our topji squeezes out the lemons of benefits, according to jyotishi, financially country is doing pretty well for a couple of years ATLEAST. so i can predict we are getting a handsome deal. I believe on my ias sirs, i know you are lurking here and reading this, we all love you sirs

Just threaten to impose 500% tariffs on his excellency's ittars and watch him fold. You can do it, babus!

 

[shade2]

India Today reporting too.
Cautiously optimistic on what the compromises are on both sides.


View: https://x.com/derekjgrossman/status/1939689827471127021?s=46

Indian govt not seeking tariff exemption on electronics?

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The US wants duty concessions on certain industrial goods, automobiles - especially electric vehicles, wines, petrochemical products, dairy, and agricultural items like apples, tree nuts, and genetically modified crops.

India is seeking duty concessions for labour-intensive sectors like textiles, gems and jewellery, leather goods, garments, plastics, chemicals, shrimp, oil seeds, grapes, and bananas in the proposed trade pact.