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  • 2 months ago
"Get ready for a potential trade war as Trump issues a stern warning to India, imposing heavy tariffs that could significantly impact the country's economy. However, this move might also present a unique opportunity for Pakistan to gain a competitive edge in the global market. Stay tuned as we analyze the implications of this development and what it means for Pakistan's economic future."

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00:00Dr. Ali Hassan, we are here with our own.
00:03Thank you very much for your support.
00:05Dockster, America and Bharat are in terms of tariff,
00:07but India has its own position and its own position.
00:11Dockster, we are saying that India is a risk for its risk?
00:17Dockster, this risk can pay them later on?
00:24Yes, Assalamualaikum.
00:26First of all, let's see.
00:28We have to keep this in mind,
00:30that the United States of the United States of the United States
00:34is at this level,
00:36which is in this way
00:38that the United States of the United States
00:42can be a little asserted.
00:44Now, the United States of the United States
00:48has a certain size of the United States.
00:52They are trying to work with junior partners.
00:54But in the past 20 years,
00:58there is a gap between the two of us.
01:00This is a gap between China,
01:02which is a strategic lens.
01:04Clearly,
01:06in the past 3-4 months,
01:08there is a gap between India
01:10and it is a gap between India.
01:12Especially with the Trump administration's style of working.
01:16It is a gap between
01:20and the other of the United States.
01:22It is a gap between the two of us.
01:24But we have to keep the Trump's statements
01:26in this way.
01:28But we have to see
01:30some of the Trump's statements
01:32with the interest of the Trump administration.
01:34We have to prove that
01:36they are very turbulent and erratic
01:38and erratic.
01:40So,
01:42India's situation
01:44is where it will be.
01:46This is the time of coming.
01:48This is the time of coming.
01:50Yes,
01:52you are very right.
01:54It is the time of coming.
01:56It is the time of coming.
01:58It is the time of coming.
02:00It is not like the rest of the world.
02:02Yes, you could say that it is erratic as well.
02:04However,
02:06the time of coming.
02:08It is the time of coming.
02:10The time of coming.
02:12At least,
02:13a space has been created for Pakistan.
02:14Now,
02:16we don't know what's going to happen next.
02:18Who can cash
02:20do that?
02:22Look,
02:23the space has been created for two reasons.
02:26The one is the one is the diplomat.
02:27The other is the other.
02:28The other is the other.
02:30The other is the two businesses.
02:32But in your mind,
02:35there are two things in your mind.
02:37First,
02:38the most important outcome of any country
02:42is the impact of what we're doing.
02:44The other is the same.
02:46In the other part,
02:47the first part of the country,
02:49the the the state of the United States
02:51The part is about 0.1% of international trade.
02:59If you have to increase the whole world's trade in 1,000 parts, then the part is 1 part of Pakistan.
03:07The part of India is about 3% of the trade.
03:11So, we export more than 30% of the trade.
03:14So, definitely, there are opportunities for our businesses.
03:20And we have a diplomatic opportunity for this US and India.
03:28But ultimately, our exports, our domestic agenda, which we have in our house,
03:34which we have in our own house, which we have talked about, gas, waste, terrorism.
03:41This week, there was a great hotel in Keraji.
03:48So, our Chinese friends, our factories, our industries, our industry, our movement is restricted.
03:58So, our exports, those factors are bigger.
04:02This is a big factor.
04:04So, what do we have to do?
04:07We have to see that our business community has not been able to do it.
04:10We have to see that we have to do it in India.
04:12We have to see that we have to do it in India.
04:14We have to see that we have to do it in India.
04:23So, what do we have to do it in India?
04:26We have to see that we have to do it in India.
04:28So, what do we have to do it in India?
04:38We need clarity on the three or four things.
04:44First of all, our taxation is correct.
04:52Our taxation is correct.
04:55We have to pay for the sector.
04:57We have to pay for growth.
04:59We have to discuss this daily.
05:02The other thing is,
05:04which is less discussed in Pakistan,
05:07that is, that the exports of the 90% are relatively low.
05:18That's why we didn't have discussed it.
05:22It's a very important reason that in Pakistan,
05:25the dollar is a very high value.
05:27And consistently, when we get the dollar,
05:30we try to keep the dollar in order to keep the dollar,
05:33which means that the importer and the assemblers are affected by the exporter is affected by the exporter.
05:39Until we don't have a dollar policy,
05:43and we don't have to do a planning, then we will be fine.
05:46The third thing is that we have talked about power,
05:51but in our infrastructure and power,
05:54in our government's support of the businesses,
05:58so that the policies or efforts,
06:01those policies are not going on.
06:03If you've worked in the past 5 or 10 years,
06:08and you've worked in the plans,
06:10if you've done a lot of investments,
06:13so we've made a lot of investments.
06:15We've made a big airport,
06:18we've made a power plant,
06:21and we've made a car,
06:23and we haven't done the feasibility,
06:25so we've made a investment,
06:27so we've made a lot of investments,
06:29and we've made a lot of investments.
06:32Lastly,
06:34I'll say that our services,
06:36agriculture and manufacturing have a balance
06:39that is not being exported.
06:41We've made a lot of effort looking policies,
06:44especially in agriculture,
06:46if we've made a lot of potential exports,
06:48if we've made a lot of productivity.
06:50That is the key question here,
06:51because definitely baseline is that
06:53we need to increase exports,
06:55and all those entrepreneurs,
06:57we need to make a lot of investments,
06:58we need to make a lot of investments,
07:00and we need to make a lot of investments.
07:02And all those entrepreneurs who are watching us,
07:13who are watching us,
07:15what kind of things do we need to do?
07:17Yes.
07:18What kind of things do we need to do?
07:20We need to make a lot of investments,
07:21and we need to make a lot of investments,
07:22and we need to make a lot of things.
07:23And all those entrepreneurs who are watching us,
07:26what kind of things do we need to do?
07:28Yes.
07:29So let's see.
07:30So how do we need to make a lot of investments?
07:31Well, first of all,
07:32we need to make a lot of investments,
07:33in the future that we need to make
07:34quality of our investments to make our businesses.
07:36So first of all,
07:38is that the company of a quasi part of the five or even
07:40countries who are working out with the policies
07:41that this government will always need us.
07:42And this is a big problem that we need to think about
07:43that this policy is going to be in advance.
07:45And the thing that you have to know
07:46is that we give people to have every question that
07:48this country would give us a great question.
07:49So let's talk about it.
07:50This is a tragedy in Pakistan.
07:57If we consider stability,
08:02in that scenario,
08:06the other thing is our exchange rate.
08:11We need clarity,
08:13which dollar we are seeing in the next 5-7 years.
08:17In my opinion,
08:20it is a gentle depreciation.
08:24Most of the people are going on their own
08:27because they are growing up.
08:30But it also affects their loss.
08:34It is a long term.
08:37When you do not have a plan for 4-5 years,
08:43then you are a businessman
08:46we have to understand how much money can be used in the future.
08:50In the future, we have to go to China and take a container and buy money from here.
08:58We need to assemble it.
09:02We need to keep the dollar in place.
09:06We need to keep the dollar in place.
09:10We need to keep the dollar in place.
09:14We need to keep the dollar in place.
09:18We have seen that when the dollar was 100,
09:20there were many things in Pakistan.
09:22For example, there were perfumes, pet food,
09:26and there were 50 things in Pakistan.
09:30When the dollar was very expensive,
09:32there was a localization.
09:34The localization was not a government support basis.
09:38It was due to the dollar's correct pricing.
09:42I think the fundamental thing is that we have to agree on this.
09:48We need to expand the exports.
09:50The plans should clearly communicate.
09:54That is an important point.
09:56Do you think dollar,
09:58in comparison to rupee,
10:02this is a natural market?
10:04No.
10:06No.
10:07I don't understand.
10:08I don't understand.
10:09Because the administration of the dollar,
10:10the administration of the dollar,
10:12is not going on the market basis.
10:14In the future,
10:16we have lost the supply side of the dollar.
10:20We have lost the supply side of the dollar.
10:24We have lost the inflation.
10:26There is a little complicated scenario of the dollar.
10:28The dollar's demand is quite a big place.
10:30We have not closed our growth.
10:32The growth is also broken.
10:34because we don't open our growth.
10:42That growth is why we have stopped.
10:45Because our country's structure,
10:47which is our factories and businesses are oriented,
10:51that is a consumption-led model.
10:54We will open our economy and heat up?
10:58Exactly.
11:00Because we have a wrong direction in structurally our economy.
11:04Our factories are going to import substitution.
11:07When you set your own policies
11:10that you want to grow into export-oriented sectors,
11:13and your policies will look at your priorities,
11:16for example, agriculture,
11:18then consumption-led growth is not as possible
11:23that you can't get out of this.
11:26The world is export-oriented.
11:29Your good dollar policies,
11:31your good sector,
11:36and your discipline
11:37and your dollar
11:39in a certain place.
11:41These things can be export-oriented.
11:43In short-term,
11:45in the next 3-4 years,
11:47the growth diagnostic is not good.
11:49But if you work on this,
11:51there is no such thing,
11:53there is no such thing,
11:55there is no such thing,
11:56which we can't lose.
11:57And you can't take your export-oriented
11:59and consumption-led production basis.
12:01If you look at China,
12:02if you look at China,
12:03it was about 15 years ago,
12:06which was the rate of currency,
12:08which was the rate of dollar,
12:10a very costly way to keep the dollar
12:12as a poor government,
12:13so that they have the signals
12:14that you have to lose.
12:16After you lose your dollar,
12:17you have to lose the balance of payments,
12:18so that you have to lose the dollar.
12:19When you lose the dollar,
12:20you make your balance of payments
12:21also strong.
12:22You make the export sector
12:23too big.
12:24And ironically, in long term, your dollar is more expensive.
12:30This is our old obsession with the dollar.
12:34So I hope the decision makers would think right through it.
12:40And see, this is an alternate discussion we have done.
12:46Thank you Dr. Ali Hassan.
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