對鴻海投資印度之研究

A Study on Foxconn’s Investment in India

印度西北部的古吉拉特邦（Gujarat）州長莫迪（Narendra Modi）於2014年代表「人民黨」（Bharatiya Janata Party, BJP）贏得國會大選，並就任總理乙職；渠就任後秉持在古吉拉特邦戮力從事經濟建設的政策，全力推動印度經濟改革。例如莫迪於火星任務成功的翌日（2014年9月25日），宣布「印度製造」（Make in India）經濟戰略，鼓勵跨國企業及本國公司投資印度最需要的製造業，並親訪各主要國家，在全球進行招商活動。莫迪呼籲國內外投資人在印度創造更多就業機會，脫離貧窮與促進中產階級向上流動，增加購買力、刺激需求。莫迪指出，政府的責任就是要促進國家發展、經濟成長與創造就業，並強化政府管理的效能，以解決低落的印度經商狀況。「印度製造」為印度本身及國外投資者擘畫出一幅美好的「印度夢」。為實現此夢想，莫迪對印度政府進行組織改造以及放寬許多投資限制。在莫迪的積極招商之下，該政策為包括我國在內的諸多企業提供新商機，亦讓原本已經撤出印度市場的蘋果公司最大代工廠－鴻海集團（以下簡稱鴻海），願意再度重回印度，並擴大對印度的投資項目。由於鴻海為我國第10大企業，亦為同時進入資產、營收、獲利前10大集團的三冠王，2在我新政府推動「新南向政策」之際，鴻海對印度的投資具有指標性意義，其成敗可能影響後續台商對印度的投資意願，故值得深入了解。

Since Narendra Modi took oath as the Prime Minister of India on 26th May 2014, he immediately launched the “Make in India” initiative as the vital strategy to stimulate the economy. The Modi government has actively promoted the campaign which provides new opportunities for and attracts attention from foreign investors. Taiwanese company Foxconn Technology Group who withdrew investment from India in 2015 returns to the Indian market again and has even expanded its investment scale. Foxconn is among Taiwan's top 10 companies, thus its investment in India would have a significant implications for the current Tsai Ing-wen government which actively promotes the New Southbound Policy of 18 targeted countries including India. The success or failure of Foxconn might also affect Taiwanese companies’ willingness for investing in India and therefore it is worth observing and studying.