Arjan Singh
👤 PersonAppearances Over Time
Podcast Appearances
that are doing products, right? You've got supply chains. You've got to think about supply chains, realignment. Where do you start sourcing products from? Apple has already been proactive in their shifting all their production of iPhones from China to India, recognizing what's going on.
that are doing products, right? You've got supply chains. You've got to think about supply chains, realignment. Where do you start sourcing products from? Apple has already been proactive in their shifting all their production of iPhones from China to India, recognizing what's going on.
I think that's step one, is to really look at your operations and look at where you may be the most exposed and build a plan B, a plan C, a plan D, right? So what if this happens? And work through scenarios such as, hey, what if our supply chains are suddenly impacted by 100% tariffs or more? What do we do? Where do we move our production to? How quickly can we do that?
I think that's step one, is to really look at your operations and look at where you may be the most exposed and build a plan B, a plan C, a plan D, right? So what if this happens? And work through scenarios such as, hey, what if our supply chains are suddenly impacted by 100% tariffs or more? What do we do? Where do we move our production to? How quickly can we do that?
I think that's step one, is to really look at your operations and look at where you may be the most exposed and build a plan B, a plan C, a plan D, right? So what if this happens? And work through scenarios such as, hey, what if our supply chains are suddenly impacted by 100% tariffs or more? What do we do? Where do we move our production to? How quickly can we do that?
And then it gets into other issues. You've got pricing and profit margin erosion. So there's an element that's there. What if there are retaliatory tariffs or export challenges that you have? And then ultimately, you know, that will cascade down into workforce. Like, how does this affect, you know, your workforce?
And then it gets into other issues. You've got pricing and profit margin erosion. So there's an element that's there. What if there are retaliatory tariffs or export challenges that you have? And then ultimately, you know, that will cascade down into workforce. Like, how does this affect, you know, your workforce?
And then it gets into other issues. You've got pricing and profit margin erosion. So there's an element that's there. What if there are retaliatory tariffs or export challenges that you have? And then ultimately, you know, that will cascade down into workforce. Like, how does this affect, you know, your workforce?
And I think one of the big other issues to really think about is, okay, what would you do from a cost pass-through perspective, right? So if you do end up with tariffs on your production, How do you pass those costs to your customers or do you not? And do you blame the tariffs or not? You know, there's already been some backlash.
And I think one of the big other issues to really think about is, okay, what would you do from a cost pass-through perspective, right? So if you do end up with tariffs on your production, How do you pass those costs to your customers or do you not? And do you blame the tariffs or not? You know, there's already been some backlash.
And I think one of the big other issues to really think about is, okay, what would you do from a cost pass-through perspective, right? So if you do end up with tariffs on your production, How do you pass those costs to your customers or do you not? And do you blame the tariffs or not? You know, there's already been some backlash.
I think Amazon had some plans and others as well, like talking about like a tariff fee as well, right? So I think there's a multitude of dimensions to explore for businesses. I think this is the time to do it. You know, look at those varieties that are there, war game this situation and build a plan for situations that may occur, which we don't know if they will or not.
I think Amazon had some plans and others as well, like talking about like a tariff fee as well, right? So I think there's a multitude of dimensions to explore for businesses. I think this is the time to do it. You know, look at those varieties that are there, war game this situation and build a plan for situations that may occur, which we don't know if they will or not.
I think Amazon had some plans and others as well, like talking about like a tariff fee as well, right? So I think there's a multitude of dimensions to explore for businesses. I think this is the time to do it. You know, look at those varieties that are there, war game this situation and build a plan for situations that may occur, which we don't know if they will or not.
Oh, you know what? Even if you're not directly impacted by the tariffs, you will be indirectly. And that's the part to really, really think about. Now, you know, the tariffs could actually be a positive for a lot of businesses as well, right? It may open up opportunities for exporting to certain areas. Certain components might become a lot cheaper.
Oh, you know what? Even if you're not directly impacted by the tariffs, you will be indirectly. And that's the part to really, really think about. Now, you know, the tariffs could actually be a positive for a lot of businesses as well, right? It may open up opportunities for exporting to certain areas. Certain components might become a lot cheaper.
Oh, you know what? Even if you're not directly impacted by the tariffs, you will be indirectly. And that's the part to really, really think about. Now, you know, the tariffs could actually be a positive for a lot of businesses as well, right? It may open up opportunities for exporting to certain areas. Certain components might become a lot cheaper.
So a lot of companies, if you're getting components from your local distributors, they might be getting it from somewhere else. So it has indirect effects on there. And that's part of the whole process of understanding what that would look like. So what's your best case? What's your worst case? What's your base case? It's going to have an effect.
So a lot of companies, if you're getting components from your local distributors, they might be getting it from somewhere else. So it has indirect effects on there. And that's part of the whole process of understanding what that would look like. So what's your best case? What's your worst case? What's your base case? It's going to have an effect.
So a lot of companies, if you're getting components from your local distributors, they might be getting it from somewhere else. So it has indirect effects on there. And that's part of the whole process of understanding what that would look like. So what's your best case? What's your worst case? What's your base case? It's going to have an effect.