Indian economy likely to grow at 7.2% in 2009/10
Today, Dr. C. Rangarajan, Chairman, Economic Advisory Council to the
Prime Minister released the document Review of the Economy-2009-10.
Dr. Rangarajan, expected strong rebound in the third and fourth
quarter especially in industrial activities. Outcome in the farm
sector much better than feared earlier in part due to proactive
measures by government.
According to the report, Indian economy projected to grow at 7.2% in
2009/10, 8.2% in 2010/11 and 9.0% in 2011/12.

The growth in agriculture sector projected to be at -0.2% in 2009-10
compared with 1.6% in 2008-09. On other hand, growth in industrial
sector including construction projected to grow at 8.6% in 2009-10
compared with 3.9% last year. The growth in service sector projected
at 8.7% in 2009-10 compared with 9.8% last year.

Developed countries have come out of recession but it is a weak
recovery with downside risks to growth, added in the report. The
economy report expected 36.2% investment rate in 2009-10 compared with
34.9% in 2008-09. The saving rate expected at 34% in 2009-10 compared
with 32.5% last year.

On external sector, export volume projected at $168.7 billion in
2009/10. Imports to show significant improvement in Q4. Projected at
$296.8 billion in 2009/10. Overall merchandise trade deficit for
2009/10 projected at $ 128.1 billion or 9.8 % of GDP. The report
projected net invisibles: $98.6 billion and expected strong growth in
remittances and recovery in service exports.

Capital flow witnessed net accretion $ 17.6 billion compared with -$
18.9 billion last year. Net capital flow for 2009-10 estimated at US $
48.5 billion in 2009-10 compared with US $ 8.7 billion in 2008-09.

Inflation is the key issue and risk of rise in international commodity
prices may disturb the domestic price stability. RBI action will
depend on pick up in credit, liquidity conditions and further pressure
on prices. To control the food inflation, report has suggested timely
release of food grain in sufficient quantity below prevailing market
prices, advance planning for timely imports at early signals of
shortfall in production and development of a distribution channel to
supplement the PDS.

The report has projected need for fiscal correction with following
projections:

� Debt-GDP ratio 76.6% in 2009/10 (70.6% in 2000-01)

� Large revenue and fiscal deficits of past two years
unsustainable.

� Possible reduction of fiscal deficit of centre by 1.0-1.5% in
2010/11.

� Feasible to reduce expenditure-GDP ratio by 1%.

� Expand service tax coverage. Unify the rate structure of CENVAT
and service tax and peg it between the current and the previous higher
level.

The report has found two major constraints for the growth namely lower
growth rate in agriculture and weak power generation. There is an
urgent need to scale up nuclear power generation.

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