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- Thread starter bd popeye
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Honestly, this is the number one thing that is separating actual thoughtful analysis when talking about supply chains vs. political tripe and tropes.
Anyone can look this up
How many suppliers are listed in India? The number is 10. Mainland China is 150+.
Out of the Indian suppliers, 2 of them are assemblers (Wistron, Flex) and the others are mainly Chinese companies satellite facilities.
This is not meant to insult India (though most of you wouldn't care), but I mentioned in the Indian economics thread that it is a very difficult job that is the culmination of decades of investment and hard work.
The government in China invests a lot into the basic human infrastructure like getting kids into school and being able to read. It is something taken for granted in rich countries, but was still an issue 30 years ago in China (and something they still work on today). A blue-collar worker might not need to know the nuances of ancient poetry, but they will need at least basic arithmetic and literacy skills to operate the computer controlled equipment. This is even before getting into secondary and tertiary education for industrial tradespeople and engineers.
In India, there is a significant disparity in literacy rate between genders, so basically a big chunk of women are not employable in a modern environment. This is not inconsequential.
The other important thing you mentioned is the infrastructure. All those port facilities, highways, railways, airports, they are not cheap, but are integral in a global supply chain. This is not just getting goods out, but also in. Just an iPhone is requiring screens from Korea, Chips from Japan, Taiwan, the US, etc. None of these countries, Thailand, Vietnam, India are even close in volumes.
TL;DR version. People who talk about decoupling, reshoring, moving supply chains, just sound like clueless idiots most of the time.
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Pudu Patel: F- that superstution. I will fly anyway.
Headlines: Indian Airlines Flight 666 involved in Mid-Air Collision; 145 confirmed dead... Including God
Name of exact god to be withheld from the public until his family is properly noticed... however, this reporter did get into a major accident this morning and walk out of a burning car unscathed so if death isn't working.... it might be Yama.
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The more important point should be: why can't EU see this as a strategic trap, one in which they (EU) themselves are short of energy for this winter, yet they are further burdened with having to supply Ukraine with electricity?
Because the EU policital/military / security structures deeply penetrated by USA spies and saboteurs.
All of this oganisation behave like the slave of the USA , not the servant of interest of citizens.
It is funny to see Indians goading the westerners to stop trading with China. Don’t they realize that their demographic dividend is worthless if globalization ends? They better pray that through some miracle they become a stronger economy before climate change actually starts to kick in
What I find remarkable, and gets me going, is that the Indians, even some of them on this board, who crow about how West can unite people and countries against China. That way China is always getting the short end of the stick because everyone is aligned against it.
Then when the Russia Ukraine war broke out, and the energy sanctions created some imbalances and deals, instead of aligning with the West, the Indians were first in line to buy the most Russia oil more than anyone else.
Then the next day, the Indians would crow again about how everyone is going to be aligned against China, under the good stead of American leadership.
At least they are sort of original in their act.
Germany set the good relationship between China since Kaiser time. Even in WWII, China still kept providing tungsten to GermanyYeah brother, Germany already seems to be half flipped or a quarter flipped towards China.
Germany is a small country after all, so they cannot go around demanding too much.
What has not flipped in Germany towards China is the politics, but China does not need that or want that. Germany politics can stay in Germany, while business continues.
The political people do not seem to understand how entrenched are these commercial relationships.
Suppose Germany and China go the route of Germany and Russia this past year. Beside the lost of trade, China becomes an even more fierce competitor economically on the world stage directly competing against German industry everywhere on the globe.
Clearly, German industry will benefit more by cooperating with China.
Since it seems they already half flipped, best thing China should do is keep them divided, which providing trade will accomplish that.
(stopped after Japan declared war to US, poor Germany!). During the Cold war period East Germany was still important to China. Germany has widely good reputation in Chinese people -- this is precious to Germany.
Now Mr.Scholz planning to destroy this wth