RBI warns of further impact of slowdown 







Our Bureau 


Mumbai, Jan. 26 The Reserve Bank of India has warned of a 'second-order' impact 
of the economic slowdown on the real sector. 

In its Third Quarter Review of Macroeconomic and Monetary Developments released 
on Monday, on the eve of its quarterly monetary policy announcement, the RBI 
said unlike in the advanced countries where the contagion spread from the 
financial to the real sector, in India, the slowdown in the real sector is 
affecting the financial sector, which in turn, has a second-order impact in the 
real sector.

"If the recession is deeper and the recovery is long drawn, as is the current 
expectation, emerging economies have also to contend with second round effects 
in the form of potential terms of trade losses, erosion of export 
competitiveness and restricted external financing," the central bank said.

Underscoring the fact that the outlook for India, going forward is mixed, the 
RBI said, industrial activity, particularly in the manufacturing and 
infrastructure sectors, is decelerating. In the coming months, the services 
sector too, which has been the prime engine of growth for the last five years, 
will slow, mainly in the construction, transport and communication, trade, 
hotels and restaurants sub-sectors.

The review said "the balance of risks on the growth outlook is tilted towards 
downside".

The central bank based its contention on further moderation in economic 
activity for 2008-2009 by pointing to the Survey of 13 Professional 
Forecasters. The survey placed the median forecast of real GDP growth for 
2008-2009 at 6.8 per cent, lower than the earlier forecast of 7.7 per cent. 

At present, according to the RBI, the indications are that the global downturn 
may be deeper and more protracted than expected earlier. However, the RBI said 
while the downside risks would be extending to the future, the fall in 
commodity, including oil prices, and the coordinated fiscal and monetary 
stimulus are expected to revive the growth momentum.

The central bank has also identified positive factors including an expected 
increase in consumption demand mainly reflecting rise in basic exemption limits 
and tax slabs, the Sixth Pay Commission awards, debt waiver for farmers and 
pre-election expenditure. The consumption expenditure is also expected to 
improve in the medium-run due to changing pattern of demographic profile in 
India.

According to the RBI, the wholesale price index based inflation, which has 
fallen sharply from an intra-year peak of 12.9 per cent on August 2, 2008 to 
5.6 per cent by January 10, 2009, points to a faster than expected reduction in 
inflation. 

http://www.thehindubusinessline.com/2009/01/27/stories/2009012751500100.htm

ekamber


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