Bharat Rakshak

Jal jeevan mission update:

Total Coverage is above 64% now.

• Majority of the heartland is a darker shade of blue now. The following states have gone above 50% from last time: Uttar Pradesh, Madhya Pradesh, Chattisgarh, Assam, Meghalaya.
• Kerala is being overtaken by a lot of other states. They have been at 49+% for a while. Hopefully they will also turn a darker shade of blue soon.
• Rajasthan is above 40%, but progress is a bit slow.
• West Bengal is bringing up the rear, and needs to speed up

July 3 2023


Links

• Jal Jeevan govt dashboard link
• Last update: April 8 2023

Declining exports: Commerce ministry to meet exporters on Monday

Read more at:
https://economictimes.indiatimes.com/ne ... aign=cppst

https://www.livemint.com/companies/news ... 31822.html
Carl Zeiss plans biggest lens factory in India for €250 mn

NEW DELHI : Carl Zeiss India is investing over €250 million to build a spectacle lens production facility in Bengaluru, which will be the German optical systems group’s largest ‘vision’ factory in the world, a senior company executive said.

Retail inflation especially of veggies is hitting the sky... Hope people in power are not sleeping over it.

Tamators hitting 140 per kg.

Monsoon rains

VKumar wrote:Monsoon rains

Some solutions are actually simple, such as sun-dried tomatoes which can ease farmers burden of low prices and help reduce inflation in during rains. I think we, especially middle classes, whine too much about food.

Thanks to the folks who have been keeping the JJM updates coming !

What is the availability, and prevalence of usage among middle class households, of canned tomatoes (chopped or paste) in India today?

During my bachelor days in the US, I found them to be convenient and cost-effective for all my Indian cooking.

https://indianexpress.com/article/india ... a-8779907/
Mumbai is Taiwan’s next stop as its firms move far from China
This is being viewed as a strategic move by Taipei, as its ‘China-Plus-one’ strategy aims at encouraging businesses to expand their operations outside of China while maintaining their presence in that country.

Kakkaji wrote:What is the availability, and prevalence of usage among middle class households, of canned tomatoes (chopped or paste) in India today?

During my bachelor days in the US, I found them to be convenient and cost-effective for all my Indian cooking.

In India packaged food is expensive compared to what's available on the street. One reason is street shops are temporary and no overhead of maintaining the shop.
Also most people view package food to have preservatives and prefer fresh.

Fresh vegetables lose their nutritional values in the time they reach the vegetable vendor. Canned vegetables are processed within a day of being cut and so their nutrients are preserved. Generally, canned vegetables are more expensive because of processing and packaging.
Indians have had little or poor experience with canned vegetables and fruits so far.

Canning helps the farmers by giving them an industrial customer, who pays on time and at contracted rates. It provides the consumer with year round availability at a steady rate.

Government should encourage canning industry.

The monsoon is doing fine now.

Cumulative monsoon rainfall this year is now equal to the long-term average and may rurpass it next week:

https://mausam.imd.gov.in/imd_latest/co ... series.php

Regional cumulatives have mostly caught up with long-term average...except the south is still catching up.

https://mausam.imd.gov.in/imd_latest/co ... eneous.php

In case of the south, that does not mean there is a drought...the south total rainfall is dominated by the torrential rainfall over the west coast, with the interior "deccan" areas getting much less under normal conditions. Even if that coastal rainfall drops by a 100 mm or more, it is still very heavy rainfall but obviously affects the total.

And the national map:

https://mausam.imd.gov.in/imd_latest/co ... tivity.php

The "anomaly" map can make it look like the situation is dire in some parts, but the actual amount of rainfall is now quite adequate in most parts.

VKumar wrote:Fresh vegetables lose their nutritional values in the time they reach the vegetable vendor.

For city folks only. Smaller towns and villages do not have that problem.

Monsoon rains swing from 10 per cent deficit to surplus in eight days

https://timesofindia.indiatimes.com/bus ... 641794.cms

foxconn-withdraws-from-indias-semiconductor-jv-with-vedanta

https://www.business-standard.com/econo ... 621_1.html
India overtakes China as most attractive emerging market for investing
India has overtaken China as the most attractive emerging market for investing, according to 85 sovereign wealth funds and 57 central banks representing $21 trillion in assets

India is very different from USA folks. We cannot map 1:1. Oranges are shipped cross-country in USA just so that logistics industry can be sustained Indians still cook at home mostly with fresh ingredients. Food outside is mostly cheap from local produce and very low overhead. All the restaurants you see in cities is very low % and does not map to majority of the population. So investing in large scale canning and cold storage will need lot of govt support/subsidy.

drnayar wrote: ↑10 Jul 2023 19:43 https://timesofindia.indiatimes.com/bus ... 641794.cms

foxconn-withdraws-from-indias-semiconductor-jv-with-vedanta

This was a strange tie up to begin with. Neither company had any semiconductor expertise. Vedanta was also over leveraging to make such a large investment

https://www.livemint.com/news/india/fox ... 02414.html
looks more like dispute between Vedanta and Foxconn over share of investment

vijayk wrote: ↑11 Jul 2023 20:04 https://www.livemint.com/news/india/fox ... 02414.html
looks more like dispute between Vedanta and Foxconn over share of investment

Electronics giant #Foxconn to apply SEPARATELY to set up semiconductor manufacturing unit in Bharat after exiting J/V with Vedanta...to take advantage of PLI offered by #ModiGovt under its semiconductor manufacturing policy.

Foxconn is aggressively planning to enter Bharat's semiconductor market by collaborating with International Partners

https://www.youtube.com/watch?v=W4IzIbc1bWM

'Credit where credit’s due—Modi govt has scripted an unbelievable banking success story'

Couptas print grudgingly made this video.

Atmavik wrote: ↑15 Jul 2023 07:47 https://www.youtube.com/watch?v=W4IzIbc1bWM

'Credit where credit’s due—Modi govt has scripted an unbelievable banking success story'

Couptas print grudgingly made this video.

Atmavik ji,

It's like pulling teeth without the local anesthesia

the thugs at the print seem to have seen the writing on the wall, as far as 2024 goes

vijayk wrote: ↑11 Jul 2023 20:04 https://www.livemint.com/news/india/fox ... 02414.html
looks more like dispute between Vedanta and Foxconn over share of investment

Yeah, they both tried to get 28nm chip technology, but failed.

Where as Vedanta got 40nm chip tech, I guess Vedanta wanted to keep it for themselves and thus their plans of JV failed.

chetak wrote: ↑14 Jul 2023 00:18

4-5 lines would be along the lines of 4-5 billion usd.. they would have access to tech from their many industrial partners given that their base expertise. Also they could leverage on the government promotions running into as many billions and support. All that in a booming market of the future with an early mover advantage.

I do expect other players to make a run once Foxcon gets its act in place.. tbh no savy tech company would want to hedge their interests in europe or even the US.. India is just a juicy fruit hanging right within reach. All the stars are aligning towards India

India is already hosting the tibetan government in exile. In the event Taiwan becomes another victim of CCP pecker insecurity, India should in advance host the entire taiwan "industry in exile" that will move from the island. A government in exile can follow if needed.

Very very important, please read and share:

https://www.niti.gov.in/sites/default/f ... h-July.pdf

Cyrano wrote: ↑18 Jul 2023 01:39 Very very important, please read and share:

https://www.niti.gov.in/sites/default/f ... h-July.pdf

Link not working getting "502 Bad Gateway" error

VinodTK wrote: ↑18 Jul 2023 03:54
Link not working getting "502 Bad Gateway" error

just fyi - working for me.

https://timesofindia.indiatimes.com/cit ... 230689.cms

‘Japanese companies to invest 5 trillion yen in India by 2027

https://economictimes.indiatimes.com/in ... 992248.cms

Japan becomes second Quad partner to sign semiconductor pact with India

I wonder if Japan is still pursuing EUV lithography.
India, Japan, Russia and other East Asian and SE Asian countries should come together and develop an alternative to ASML.

https://www.nikon.com/company/technolog ... conductor/

This page shows process node of 5 NM and 2.1 NM.

This appears to be competitive with ASML.

https://global.canon/en/product/indtech/semicon/

Canon also has 5 nm machine.

Tokyo Electron Limited has a 10 nm node.

https://www.tel.com/product/all/index.html

The Japanese are either on the leading edge. Or are very close to it.

I believe the 2nm and 5nm capability they are talking is for subsystems of a lithographic machine . AFAIK, ASML is the only company that has EUV light source. But ASML uses subsystems, say for etching, from other companies to build their complete machine. I guess the above products fall into those categories. About 1.5 to 2 years ago, Japanese DUV lithographic machines were at 40nm process node. They are probably at 28 nm or may be 20nm now.

From wiki https://en.wikipedia.org/wiki/Extreme_u ... ithography

Intel, Canon and Nikon (leaders in the field at the time), as well as ASML and Silicon Valley Group (SVG) all sought licensing, however Congress denied Japanese companies the necessary permission as they were perceived as strong technical competitors at the time, and should not benefit from taxpayer-funded research at the expense of American companies.[9] In 2001 SVG was acquired by ASML, leaving only a single company as the sole benefactor of the critical technology.[10]

By 2018 Dutch company ASML succeeded in deploying the EUV-LLC IP after several decades of developmental research, with incorporation of European-funded EUCLIDES (Extreme UV Concept Lithography Development System) and long-standing partner German optics manufacturer ZEISS and synchrotron light source supplier Oxford Instruments.

Because it is such a key technology for development in many fields, the United States licenser pressured Dutch authorities to not sell these machines to China. ASML has followed the guidelines of Dutch export controls and until further notice, will have no authority to ship the machines to China.[13]

The white countries collectively deny technology to even honorary white countries like Japan. And this is how US keeps a tight leash on the 'me too superpower' white countries by throwing crumbs like allowing one or two world leading companies to emerge in those countries.

Pratyush wrote: ↑23 Jul 2023 13:05 https://www.nikon.com/company/technolog ... conductor/

This page shows process node of 5 NM and 2.1 NM.

This appears to be competitive with ASML.

https://global.canon/en/product/indtech/semicon/

Canon also has 5 nm machine.

Tokyo Electron Limited has a 10 nm node.

https://www.tel.com/product/all/index.html

The Japanese are either on the leading edge. Or are very close to it.

Nikon and Canon were the original technology leaders in microlithography but struggled to make a uvmicro machine. Somehow ASML, which spun out of Phillips Semiconductors in the Netherlands managed to produce a costeffective machine and has become the leading edge supplier but the Japanese a still competitive . Now the Chinese are putting in the effort, spurred on by the US boycott. This iares will have new suppliers coming soon. The US of course were once leadres in the field and I believe Lam Research is their leasing company but they may also revive their industry.

South is picking up. Most likely will be normal
East and NE look less
Rest all excess. Good news for 2023 monsoon

North and east is where majority of lok sabha seats are and bjp has to win many of them. Let’s pray, the rain has been less.