Friday, February 19, 2016

Budget and Macro-economic-stability...

Budget presents the account of the government, its expenditure, revenue and deficit depending on the economic, social, political and other requirements in the face of limited resources. Every government tries to choose between the deficit and surplus as the economy requires keeping the objectives of price-stability and full-employment in the mind. The economy increases spending during the downturn and low growth and increases consolidation during the high growth. Every economy goes through credit-boom and trade-cycles and might use spending and consolidation as policies to keep the growth rate highest with low inflation and unemployment. The consumer-price-index of inflation which is important for policy making is around 5.69% and unemployment is also low which do not necessitate aggressive budget announcements.   The significance of price-stability is known because it reduces the purchasing power of the people, but full-employment is also very important. Now, every government investment proposal would estimate the employment generation potential of the project. Employment is very important for every type of inclusion and to reduce poverty and inequality. The growth-rate of the Indian-economy, at 7.3%, although lower than its past performance, but highest among peers, is an important determinant of investment in any economy which our Finance minister would definitely try to increase since it has been revised downwards in the past several quarters. The low global demand and growth may also force the government to get the economy going through more public-spending. The economy works through multipliers and we might expect the expenditure at one place to increase expenditure and growth at other places. It is likely to be an expenditure oriented budget with emphasis to curb wasteful expenditure and increase revenue through dis-investment and other sources.  



 In the yearly budget the government may try to focus on the removal of constraints over the economy’s productivity and growth rate. It might seek to de-bottleneck investment within the domestic economy which has been lagging behind due to higher interest rate in the past when the economy is yet recovering from a downturn. Both, agriculture and industry are crucial for low inflation and low unemployment in the economy. Investment in agriculture is of prime importance because the higher prices of agricultural products are still a main source of inflation in the economy and the budget should definitely allocate resources to correct too much dependence on rains for irrigation. The agricultural growth rate of the economy is below 2% which is very low and must be increased to propel the overall economic-growth-rate. A depressed agricultural economy due to droughts and erratic rains is a major demand setback for the economy because almost 50% percent of the population in INDIA depends on agriculture for livelihood. The last two droughts in the past two years have kept the rural demand low which is clearly reflected in low industrial activity and growth rate. Industrial growth is vital for employment generation and low unemployment. The prosperity of agriculture and industry are interdependent, unless the agricultural economy is sound the industry would face higher inflation and borrowing cost. INDIA’s agricultural or rural economy constitutes a major source of demand for industrial products. The agriculture and industry might play a big role in achieving price-stability and full-employment. When food inflation would go down, interest rate will follow which could help industry create more jobs.

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