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July 2020 edition

ASIA AUTOMOTIVE Japan auto industry teams up for maximum benefit from trade deals India: With imports stuck at ports, automakers stare at further disruption in production S. Korean gov’t to dole out $830 mn from state fund to support auto parts suppliers Why this analyst says the future of cars is electric—and Chinese Didi’s robotaxi service kicks off in Shanghai, taking another step towards a driverless future Why 5G is considered an essential element in China’s autonomous driving road map Japan auto companies triple Mexican pay rather than move to US INTERVIEW OF THE WEEK Our latest Audio Interview features Simon Kessler, Managing Director at Greensill. Mr. Kessler joined Greensill in January 2020 to lead the firm’s origination in the global Mobility & Automotive Industry. Prior to that he spent more than 12 years in senior positions at Citigroup in Germany and Singapore; most recently, he was the Automotive Industry Head, Corporate & Investment Banking Asia-Pacific, covering the industry across 15 markets. Listen to Simon Kessler Interview here ASIA AUTOMOTIVE (continued) ... Car Makers Ramp Up Electric Vehicle Production Capacity in Thailand, Investment Board Says India: Auto sales post Covid-19: The road to recovery Indonesian automotive trends and a road map for 2030 Coronavirus Adds to Indian Automakers' Challenges after Weak 4Q Chinese auto players stare at uncertain times in Indian market Osamu Suzuki urges Maruti Suzuki’s component suppliers to "build up enough inventory" Nissan officials face angry shareholders on red ink, scandal India plans incentives for auto companies to boost exports ETAuto Exclusive: After Changan Automobile, Haima also delays its India entry India's auto sector not ready to wean off China THOUGHT LEADERSHIP This Audio Interview features Harpreet Singh. Mr. Singh is an Investment Banker turned entrepreneur, and Founder of India-based AutoFlipz. He and his team are working on bridging the gap between authorized and IAM Repair Shops in India. Listen to Harpreet Singh Interview here This Audio Interview features Daron Gifford. Mr. Gifford is Partner, Strategy Consulting Services Leader, Automotive Industry Leader, and Commercial Due Diligence Services Leader for Plante Moran. Mr. Gifford is also one of the automotive industry’s leading experts. Listen to Daron Gifford Interview here Listen to over 100 Interviews with Experts on global automotive related topics: View over 100 Interviews here

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SUPPY CHAIN AND TRADE

Supply chain leaders are itching to get out of China Indian customs may start inspection of all imports from China at ports and airports 70% of Japan execs plan changes to supply chain: Nikkei survey Regional variations emerging in Asia's supply chain market India: Shipments hold up: Electronics industry worry over supply chain disruptions Ocean Container Rates from Asia to US Soar as Carriers Finally Learning Lessons from the Past SE Asia Ports Face Supply Chain Challenge Why e-commerce startups will revolutionise the supply chain in Southeast Asia The M&A activity in global transport and logistics industry shows a rebound in 2019 Q&A: Relocating Your Supply Chain to Vietnam

Listen to over 30 Interviews on global supply chain and purchasing related topics.

Visit SCM & Purchasing Interviews page here

PRIVATE WEBINAR SERIES

"Managing Upcoming Volatilities in the Global Automotive Supply Chain: Taming the Bullwhip Together"

Learn More or Register for Webinars here

Lots of uncertainty how demand in automotive will develop in the coming months and year. So, where are your decisions based on regarding demand, production, inventory levels and logistics? How do you make the right decisions in an uncertain world? Involvation and Flostock have developed a proven and pragmatic approach to manage upcoming volatilities in the Global Automotive Supply Chain. If you want to know more, download the white paper and register for the Private Webinar (see details below)! Each Private Webinar includes up to 5 companies, and Involvation conducts pre-webinar analysis to avoid competitors to your company from being part of your event. To qualify, your company must have annual sales of $50M or more, and be an automotive supplier (excluding services and/or software). To learn more or to register, please visit here. Download free white paper and article: "Fasten Your Seatbelts! Predict, Prepare and Respond in Automotive" by Involvation, download here. "More Than a Crystal Ball – The credibility of market forecasts: The Lehman Wave till 2012” article by Robert Peels (Flostock) download here. Audio Interviews: "Managing Actual Volatile Demand in the Global Automotive Supply Chain" with Egge Haak To listen to Interview, please visit here. "The Length of the Global Automotive Supply Chain: A Direct Cause of Bullwhipping" with Robert Peels To listen to Interview, please visit here.

Webinar dates: July 1 July 8 July 15 July 22 July 29

To learn more or to register for the Private Webinar, visit here now!

MANUFACTURING & ECONOMY

India’s $6.6 Billion Incentive Program Challenges China in Manufacturing, Insiders Say Seventy-six percent of U.S. CFOs with production in China say at least some manufacturing will shift out of the country. Is Vietnam Eating into China’s Share of Manufacturing? Asia's factory pain deepens as China's rebound fails to lift demand Post-Pandemic Central Asia: Opportunities and challenges PwC India's findings of the first-ever India Crisis Survey Taiwan’s economy has held up ‘extremely well’ despite the coronavirus, says economist Where Should US Businesses Look to Diversify Their China Operations: Mexico Versus Vietnam

FINANCE, TAX, LEGAL AND M&A

Strategies to optimize MNC’s portfolio in China via successful divesture of non-core businesses Timing Your China Trademark: Not Too Soon and Not Too Late. Forms of Doing Business in Vietnam 2020 Asia Employment Law: Quarterly Review - First Quarter 2020 Mainland China and Hong Kong 2020 mid-year review: IPOs and other market trends Japan: New Tax Measures for COVID-19 Credit Impact of Delistings by Indian Corporates Uncertain Foreign Partners In China Crime do the Time Thailand: Can an Arbitration Agreement bind Non-Signatories to that Agreement? National security law: could Singapore take Hong Kong's finance crown?

12th Annual Powertrain Strategies for the 21st Century Conference: "What Are the Tipping Points for EVs?” July 15, 2020 – 9:00am to 1:30pm (EST / Detroit time) $200 registration fee to access ‘live’ Conference.

To learn more or to register, please visit here

HR & TALENT MANAGEMENT

China Employment Law Webinar: Questions Answered, Part 1 Indian factories reopen and face a labor shortage Nine out of 10 small firms in Korea fear disruption on foreign labor shortage Employment Law Relief for Employers in India - Part III Will labour reforms in India work? POLL-Japan firms curb jobs, cut pay to cope with coronavirus pain Thailand: (COVID-19) Social Security Relief Workers who fled Indian cities don't want to return Women in China are losing out in the workforce — that’s bad news for the economy

Listen to over 30 Interviews on international HR related topics.

Visit HR & Talent Management Interviews page here

This Audio Interview features Dr. David A. Victor, Full Professor of Management and International Business at Eastern Michigan University, and the author of six books on International Business Communication. Since the mid-1980s, David has worked as a consultant and coach to over 200 clients in the fields of cross-cultural business practice and negotiations, diversity/inclusion management and executive expatriate relocation adjustment. He has extensive experience consulting in the auto industry.

Listen to Dr. David A. Victor Interview here

EVENTS

PRIVATE WEBINAR SERIES by Involvation and Flostock Apply to participate on any of these dates: July 1, 8, 15, 22, 29 "Managing Upcoming Volatilities in the Global Automotive Supply Chain: Taming the Bullwhip Together” for automotive suppliers with revenues of $50+M To learn more or to register, visit here. VIRTUAL CONFERENCE (July 15): by Automotive Futures Group and Univ. of Michigan “12th Annual Powertrain Strategies for the 21st Century Conference: What Are the Tipping Points for EVs?” To learn more or to register, visit here. VIRTUAL SUMMIT 2020 (August 5): by ETAuto "Smart Factory: Factory Automation & Re-Aligning Human Resources" To learn more or to register, visit here. VIRTUAL CONFERENCE (August 18-20): by TU-Automotive, WardsAuto, Wards Intelligence "Summer Festival of Automotive" To learn more or to register, visit here. SUMMIT (August 12) by MEXICONOW "Mexico's Manufacturing Supply Chain Summit" To learn more or to register, visit here. VIRTUAL SUMMIT (November 11-13) by Reuters Events " Automotive Summit & Exhibition" To learn more or to register, visit here. SUMMIT (December 9-10) by MEXICONOW "Mexico's Auto Industry Summit" To learn more or to register, visit here.

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