WEAK CURRECY: ECONOMY

NEWS: Chief Economic Advisor (CEA) Urges India Inc to Move Beyond Weak Currency Reliance

WHAT’S IN THE NEWS?

The Chief Economic Advisor emphasized avoiding over-reliance on a weak currency for exports, advocating instead for productivity, R&D, and quality improvements. The PLI Scheme supports domestic manufacturing, reduces imports, and boosts economic growth through performance-based incentives.

Avoid Over-Reliance on Weak Currency

·         Temporary Advantage: Weak currency can make exports cheaper temporarily.

·         Long-Term Competitiveness: Focus should be on productivity, research and development (R&D), and quality improvement to sustain competitiveness.

·         Historical Lessons: India and other developing countries have used weak currency to shield inefficiencies instead of addressing them.

·         China’s Strategy: China combined weak currency with productivity gains to enhance export competitiveness.

Global Exchange Rate Policies

·         Industrial Tools: Many nations use exchange rates to achieve industrial goals, prompting reactions in the global economy.

·         Shift in Global Dynamics: Reliance on global GDP and export growth to drive domestic exports is less viable due to de-globalization trends.

Recommendations for India Inc

·         Human Capital Development: Investing in education and skills is critical for industrial and economic growth.

·         Industrial Transformation: Achieving higher growth requires industrial growth, affordable energy, and resolving energy cross-subsidization issues.

·         Export Growth: India’s export performance improved in FY 2024 compared to FY 2023.

India’s Economic Growth and Challenges

·         Economic Growth: India’s average annual growth rate (2013-14 to 2023-24) was 5.9%.

·         Industrial Growth: Critical for achieving higher economic growth.

·         Job Creation: Addressing employment needs for a 1.4 billion population is crucial.

Production-Linked Incentive (PLI) Scheme

Objective:

·         Boost domestic manufacturing.

·         Reduce import dependence.

·         Spur job creation.

·         Enhance economic growth and India’s position as a manufacturing hub.

Implementation:

·         Overseen by respective Ministries/Departments.

·         Focuses on sectors such as electronics, pharmaceuticals, textiles, and more.

·         Incentives provided on incremental production and sales by domestic manufacturers.

Impact:

·         India became a major smartphone manufacturing hub.

·         Aligns with the "Make in India" initiative to boost manufacturing and generate employment.