Nov 14, 2003: India at threshold of higher growth. Do we recognise this?  
 
India is at the threshold of much higher growth and prosperity. Do we recognise this?.....

....That’s when India can claim to be a major player in the world. It is there to be got — provided our leaders, industrialists, workers and intelligentsia recognise this. Are we going to get there? Or will we continue to find excuses for non-performance? That’s something we as a people need to focus on.

 

Treat this article as you will — either as a sober tract on future growth possibilities, or the ranting of a proselytiser of reforms. But first, some very recent history. In the last fortnight, I had three ‘revelations’. The first was a conference where CK Prahalad spoke on manufacturing. Prahalad is one of the most logically persuasive speakers of our times. In the course of an hour’s presentation followed by an hour and a half’s debate, I was convinced of his message: Today, India has everything to aspire for double digit growth. The second was examining a large set of global data. The third was a close look at our demographic data. Taken together, I’m convinced that the economic history of India is at a point of inflexion — at a stage where we have all the ingredients in place to trigger an era of explosive growth. In the nuclear physics analogy used by finance minister Jaswant Singh, “India’s economy is approaching criticality.”

For the time being, let’s forget about the 7 per cent plus growth for 2003-04 that is now being forecast by many organisations — the CII being one such. Much of that is due to the 7.5 per cent estimated growth in the agricultural sector, which alone ought to contribute 1.8 percentage points to growth. Consider instead the industrial and services sectors. The former constitutes 26 per cent of GDP and will clock 6.3-6.5 per cent growth in 2003-04; and the latter, which accounts for half our GDP, will post 7.5 per cent. In other words, these two sectors will contribute to 5.4-5.5 per cent growth of GDP. In 5 of the last 10 years, the industrial sector has grown faster than 6.5 per cent; and in six of these, services has grown at 7.5 per cent or above. So, having been there, and done that, there is no reason to believe that these growth rates are not replicable in the future. Which major OECD country can claim to have even 5.4 per cent GDP growth? The answer: None.

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Better option than oil and gas pipelines
http://www.financialexpress.com/fe_full_story.php?content_id=45898
By: OMKAR GOSWAMI, November 11, 2003
(The author is the Chief Economist of CII. These views are personal)