The Core Report #700 India’s Big Manufacturing Moment: Why DHL Sees Huge Opportunity? | Govindraj Ethiraj | The Core Report
In this Episode Of The Core Report Weekend Edition, Govindraj Ethiraj In Conversation With John Pearson, Global CEO, DHL Express.
India’s big manufacturing moment feels real. Global supply chains are shifting. DHL is watching demand move from China to Vietnam, from Asia to the Middle East, and into ASEAN. Hear how exporters can protect margins, win new customers, and ride the next wave in electronics, AI hardware, EVs, renewables, and healthcare.
What you will get
• The playbook DHL gives clients to navigate tariffs, de minimis, bonded warehouses, and duty drawback
• Why India can capture the China plus one shift and where the near term wins are
• How DHL reallocates aircraft and capacity as trade lanes flip
• Where laptops, textiles, and lifestyle goods are flowing now and what that means for Indian exporters
• How AI and data centers change logistics and customer service• What peak season means for costs, capacity, and delivery timesWhy this matters now
• New FTAs and corridors are opening markets for Indian manufacturers
• Cross border e commerce keeps growing despite paperwork and duties
• Capacity tightens before year end and smart planning pays off
Chapters:
00:00 Introduction
2.30 India & the US – A Trade Snapshot
4:45 Tariff shock and creative export strategies
19.00 How organizations adapt to unexpected disruptions
23:00 Middle East and ASEAN demand
29.40- India’s Manufacturing Ambitions: Challenges & Opportunities
32:52 Data centers, AI, EVs, renewables
35.30- Christmas Commerce: Trends & Insights
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