Wednesday, April 30, 2014

Internal devaluation in the Indian-Economy...


Article;
Politicians make symbolic statements on rupee in the run up to the polls which will subside after May 16.

Comment;

Basically the economy is concerned with employment and job creation that is why policymakers choose depreciation over appreciation. We should follow real-effective-exchange-rate which also has a large element of inflation which when inflation will go down REER will automatically go down... Inflation is responsible for a depreciating a currency... Lowering inflation is another way of making your exports competitive... it is called internal devaluation... Therefore we do not need to depreciate currency necessarily... lower price level will make the economy competitive... Basically there is not much flaw in the argument and depends on trade-offs...


I made a mistake. I confused REER with nominal exchange rate…


Sorry! REER is already inflation adjusted but people are more concerned with nominal exchange rate which (this one!) has a large element of inflation, REER is equal to nominal exchange rate minus inflation which will go down with inflation, but, exports will become competitive because general price level has gone down and the Indian currency has become strong in REER terms. The prices of goods and services decreases relative to the quantity of money... It is a gain in terms of income; real income has gone up... There is a trade-off between how much nominal exchange rate has appreciated and how much price-level has gone down... If the currency has not appreciated in the nominal terms and price-level has gone down that is good for exports, they will become competitive, lower prices will increase demand for our exports... Precisely this is called "internal-devaluation". Employment grows with internal-devaluation, too... It will also create jobs in the export sector... Therefore the RBI should try to achieve/target/maintain REER while at the same time it should try to reduce inflation at home… This is another way of making exports competitive…

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