Category: Economic outlook

Bringing back OPS may be catastrophic

The new pension scheme or NPS has addressed the inequity issue by providing a platform to the private sector Even as the finances of states were beginning to look better as reflected in decline in the ratio of state government debt to GDP from 31.2 per cent during 2021-22 to 29.5 per cent during 2022-23—as per the budgetary estimate (BE) —the political brass in different states have made populist announcements which don’t augur well for the future. One of these relates to the revival of the old pension scheme (OPS). Making a statement in the Lok Sabha, the Minister of State for Finance Bhagwat Kishanrao Karad said, “The state governments of Rajasthan, Chhattisgarh, and Jharkhand have informed the Central government...
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Stop demonising demonetisation

Demonetisation was a major reform that helped in laying the foundation for inclusive and sustainable growth Delivering a majority 4:1 verdict on January 2, 2023, the Supreme Court (SC) upheld the constitutional validity of the demonetization announced by the prime minister, Narendra Modi on November 8, 2016. But the controversy refuses to die down. Reiterating its stance that the decision was disastrous, the grand old party (GOP) opines that the question of ‘whether the stated objectives of demonetization have been achieved’ was not examined by the SC. Being a policy matter that lies within the exclusive domain of the Union government/executive, its examination by the judiciary was not required; SC’s mandate was to deliver its verdict on the legality of...
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India must tax MNCs for revenues here

Ideally, the source country from where an offshore firm is deriving its income should have sole right to collect tax Over the years, an increasing share of the income generated globally has gone towards boosting the profits. The proportion of corporate profit in global GDP (gross domestic product) went up from 14.5 per cent during 1975 to 16.2 per cent in 2000 and further to 20 per cent during 2019. The growth in profit, in turn, was driven largely by multinational companies (MNCs) – companies which operate in several jurisdictions. Their share in corporate profit increased from four per cent during 1975 to 18 per cent during 2019. Even more disconcerting is the fact that such companies didn’t pay taxes...
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Under IBC, protecting minority shareholders

The soul of IBC mechanism lies in timely detection of stress in a firm and selling it as a ‘going concern’ The Securities and Exchange Board of India (Sebi) has proposed a framework to protect the interests of public equity shareholders in case of listed companies undergoing insolvency proceedings under the corporate insolvency resolution process (CIRP) of the Insolvency and Bankruptcy Code (IBC). In 2016, the Modi Government enacted the IBC. This legislation overrides all other subsisting laws and gives a strong handle to the banks for resolving non-performing assets (NPAs) of lenders. In 2017, it amended the Banking Regulation Act (BRA), giving RBI powers to force banks to act if they don’t on their own. On February 12, 2018,...
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RBI should pause rate hikes, boost growth

Since inflation is driven primarily by supply-side factors, the RBI should avoid too many interest rate hikes In 2016, the Government had put in place an institutionalised framework, the Monetary Policy Committee (MPC), to formulate monetary policy and determine the key interest rates. It mandated the Reserve Bank of India (RBI) to fix rates, especially the repo rate or RR (interest rate at which the RBI lends to banks), in such a manner as to maintain inflation—as represented by the consumer price index (CPI)—within the target range of 4 per cent (+/- 2 per cent) for a five-year period ending March 31, 2021 (the mandate has now been extended for further five years ending March 31, 2026). In the case...
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Tax surge a cushion to bear hit from subsidies

But tax collection buoyancy has been slowing down since the last year, which calls for tightening slippages In the past, a shortfall in tax receipts of the Union government vis-à-vis the budget estimate (BE) and excess of expenditure over BE led to high fiscal deficit (FD) year after year. To rein in FD, it often took recourse to non-tax receipts such as dividend from public sector undertakings (PSUs), proceeds from selling government shares in one PSU to another, transfer of surplus by the Reserve Bank of India (RBI), proceeds from sale of spectrum for telecom services, etc. This was unsustainable as reliance on non-tax receipts is unreliable. For instance, dividend from a PSU depends on a host of factors specific...
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Shun freebies, avoid bankruptcy

The reckless spending of taxpayers’ money on ‘freebies’ is neither recognised policy/custom nor sanctioned in a court of law. Credit: DH File Photo Hearing a PIL seeking directions against ‘freebies’ on August 3, the Supreme Court sought suggestions on the composition of a committee that can go into the issue “dispassionately” and make recommendations. It gave a sense that it is for Parliament, besides the Election Commission, to take the initiative to enact a law on curbing freebies. The Union government’s standards of financial propriety clearly lays down that “no authority shall exercise its powers of sanctioning expenditure to pass an order which will be directly or indirectly to its advantage; and the expenditure from public moneys should not be...
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Forced scrappage of a fit vehicle is arbitrary

For vehicle scrappage, incentive and not force should be the way, as people with limited income may suffer In an unprecedented order delivered in 2014, the National Green Tribunal (NGT) had prohibited petrol vehicles older than 15 years and diesel vehicles older than 10-year from plying in the National Capital Region (NCR). The order was upheld by the Supreme Court (SC) in its pronouncement on October 29, 2018. As for compliance, eight years after the NGT order and four years after SC validation, nearly 4,000,000 such vehicles continue to ply on the roads of the national capital. These include 500,000 diesel-run vehicles and 3,500,000 petrol-run. The transport authorities have reportedly swung into action impounding around 60 such vehicles every day...
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Eschew greed, boost demand

Irrespective of their size or industry sector, all businesses are structured to result in concentration of income in the hands of their owners Even as industries and businesses — both domestic and foreign-owned large corporations — expect the government to formulate policies and take fiscal measures to stimulate aggregate demand to put the Indian economy on an ‘accelerated’ and ‘sustained’ growth trajectory. A key question that needs serious introspection is: What are they doing in pursuit of this overarching goal? An analysis of the financials of India’s largest companies — those comprising the BSE 500 index — with focus on revenue, profits and dividend payouts, over the past five financial years (FY) gives us some clues. The profits of corporations...
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Businesses can’t have the cake and eat it too

Record corporate profits, dividend payouts point out to their unwillingness to help boost economy’s strengths Even as the industries and businesses (large corporations, domestic and foreign-owned included) expect the government to formulate policies and take fiscal measures to stimulate aggregate demand to put the Indian economy on an ‘accelerated and sustained’ growth trajectory, it’s worth asking what exactly they themselves are doing in pursuit of this overarching goal? An analysis of the financials of India’s largest companies—those comprising the BSE 500 index (the index covers every sector; besides it includes public sector undertakings (PSUs), as well as overseas subsidiaries of Indian-owned private-sector businesses, hence captures a broad trend)—shows focus on revenue, profits and dividend payouts, which represent a slice of...
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