The most commonly used word in the past few weeks has been de-leveraging. So 
what does it mean and how will it affect economic growth and the asse  
t markets, including equities? In simple terms, it means that companies, 
especially investment banks and other financial institutions in North America 
and Europe, will have to reduce their debts to more manageable levels. 

At the beginning of this year, most investment banks in the US were operating 
with a leverage ratio in excess of nearly 35:1. Simply put, every dollar of 
equity (or net worth) was supporting 35 dollars worth of assets. In contrast, 
Indian banks seldom operate at leverage ratios of more than 10. This leverage 
bubble made US banks sitting ducks when asset prices in which they had 
invested/traded - equity, real estate and commodities - began to fall. 

Besides cheap money, this credit bubble was fuelled by financial innovation or 
derivatives, which allowed investment banks and other financial institutions 
(FIs) to artificially raise their assets, and increase their purchasing power 
by spreading risks to other players. 

But what did this cheap credit do? Basically, it was used to bid up asset 
prices and as the mountain of dollar surpluses increased , the list of assets 
just kept rising. First it was real estate, then infrastructure assets (for 
example, in India BOT projects in highways, airports and ports), crude oil, 
commodities, bullion and even art featured in this list. 

The proponents of loose monetary policy had no such scheme in mind when they 
began to loosen money supply and lowered interest rates in '01 and '02. Their 
expectation was that cheap credit will aid corporate investment and consumption 
demand and thus, avert an economic recession. 

However, as Chinese factories kept reducing the relative price of their 
exports, it freed up the credit to finance an asset bubble across the globe. 
And as asset prices kept on rising, thanks to the flow of liquidity from 
Chinese export surpluses and followed by petro-dollars , it started a vicious 
cycle, with various asset markets feeding into each other. While Chinese export 
surpluses and petro-dollars aided asset prices, they in turn, aided the 
creation of more surpluses in the next cycle. 

This kept the cost of money low everywhere and triggered a global investment 
boom. While emerging economies used this opportunity to scale up investment in 
their infrastructure , it enabled investment banks and FIs in the West to scale 
up mortgage loans and proprietary trading in stocks and commodities . The 
financial derivatives market enabled them to do it at a never before scale - 
securitise the asset and sell it to other parties. 

The viability of the system was based on the prices of underlying assets - be 
it real estate , commodities or crude oil. This is because, even a small 
deflation in any of the assets will lead to losses, and the accounting rule of 
mark-to-market losses will trigger equity erosion, leading to distress sell. 
This is what happened when housing prices began to fall in the US and Europe. 
With one asset market broken, it choked off liquidity flows to other asset 
markets, leading to a general asset deflation the world over. 



The Indian asset market, especially real estate, equity and BOT projects, were 
one of biggest gainers of this liquidity glut. Global investors looking for 
superior returns found India to be an attractive destination, given its growth 
prospects. As foreign capital flowed in, it led to one of biggest bull runs in 
the stock market, coupled with a construction boom in real estate and 
ever-rising investment in low-return BOT projects. 

So, what will happen now? The deleveraging will surely lead to a contraction in 
credit availability in the global economy. It will reduce the demand for 
assets, including equity. At one level, it's a bad news for equity investors, 
but at another, the process is likely to make housing affordable and will bring 
down inflation and thus, the cost of living. 

The process is likely to reduce the rate of India's GDP growth from the current 
9%. However, the contraction is not likely to be that swift and large. The 
economic expansion of the past few years has been fuelled by an ever-rising 
investment in fixed assets. The biggest chunk of that investment was accounted 
for by the private corporate sector. Between FY02 and FY07, the total fixed 
capital formation in India jumped by nearly three times to touched an all-time 
high of nearly 35% of the GDP. Nearly 55% of the incremental growth was 
attributed to the private corporate sector and it accounted for 40% of the 
investment in FY07, against around 20% in FY02. 

In the private corporate sector, machinery and equipment accounted for nearly 
three-fourths of the investment, while construction accounted for the rest. In 
contrast, the ratio was reversed for the household sector, i.e. individuals. 
So, as de-leveraging leads to a reduction in global appetite, the first hit 
will be taken by the construction sector, whose main customers are households , 
rather than corporates. This will moderate the fall in economic growth. 

The dramatic scale-up in corporate investment was accompanied by an equally 
strong growth in savings. In FY02, the private corporate sector accounted for 
less than 16% of domestic savings in India, By FY07, this share jumped to over 
22%, reducing the sector's dependence on borrowing to finance investment. This 
means the private sector's growth plans are now less susceptible to a global 
liquidity crunch or higher interest rates. This is in complete contrast to the 
situation in the last slowdown when India Inc was battling high levels of debt. 

Besides, the past three years had witnessed a huge surge in investment in 
machinery and equipment. Now, many of those projects will come on stream and 
aid growth and thus, soften the blow. 

So, what is the downside in GDP growth from here onwards? Given the historical 
trend in India's capital-output ratio of around 4% and estimating a nearly 20% 
fall in corporate investment, India's GDP growth is likely to fall anywhere 
between 7.5% and 8% in FY10 and beyond. This kind of fall doesn't warrant the 
hue and cry that we are witnessing right now. The best way to gain from this 
shift in power from assets to productive assets is to start investing in strong 
manufacturing and services companies, which have used the boom to create 
world-class assets

http://economictimes.indiatimes.com/Features/Investors_Guide/Start_investing_in_strong_manufacturing_and_services_cos/articleshow/3588030.cms

He who puts up with insult invites injury







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