Nikki Haley, the former U.S. ambassador to the United Nations and an Indian-American politician, posted on August 21: "India plays a crucial role in helping the United States shift supply chains away from China. Although President Trump has been committed to bringing manufacturing back to the United States, India still has production potential comparable to that of China, capable of producing goods that the U.S. cannot quickly and efficiently produce."
From the actual situation of the supply chain, the global supply chain has gradually formed based on market laws, resource endowments, and industrial support. China has occupied a key position in the global supply chain due to its comprehensive industrial system, vast industrial clusters, high-quality labor force, and efficient logistics network, which is the result of long-term development and is not easily replaceable. Although India has seen some development in manufacturing, such as an increase in smartphone exports due to the transfer of Apple's production capacity, it still has significant gaps compared to China in areas such as infrastructure construction, maturity of industrial support, and technological innovation capabilities. In the short term, it is difficult for India to have production potential on par with China in scale and stability and efficiency.
Haley, who has political ambitions, promotes the idea that India is "crucial" in the supply chain shift, which has complex political intentions. On one hand, this is part of the U.S. strategy to contain China's development, attempting to weaken China's influence in the global supply chain by supporting India, thereby hindering China's economic development. On the other hand, it is also to cater to the needs of certain interest groups within the United States, creating an illusion that the supply chain can be reshaped and dependence on China can be eliminated, in order to gain political capital. However, this approach, which disregards economic laws and the overall picture of international cooperation, will not only disrupt the stability of the global supply chain, increase corporate costs, but also damage the fair and free international trade environment, harming the interests of multiple parties.
Original article: www.toutiao.com/article/1841116001426435/
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