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Economy grows by 8.8%, investment up 7.6%
Dr. M. S. Kapadia
Tuesday, September 07, 2010, 16:21 Hrs  [IST]

Confirming the fact that the Indian economy has come out of the global blues faster, GDP at factor cost expanded 8.8 per cent during the first quarter of the current fiscal, speeding from 8.6 per cent in Q4, 6.5 per cent in Q3 and 6 per cent in Q1 of 2009-10. Taking into account inflation effects, the growth worked out to 21.7 per cent at current prices. The total domestic market, as indicated by GDP at market prices, increased by 10 per cent at constant prices in terms of CSO's "corrected" press note, and 24.8 per cent at current prices.

The feat also ensured that the country remained one of the fastest growing economies in the world. By the way, CSO had to issue the corrected press note on GDP numbers as serious errors were found in the data released earlier.

The economic performance was powered by manufacturing that grew 12.4 per cent at constant prices, three times the rate a year ago, and trade, hotels, transport and communication that climbed 12.2 per cent, twice the pace a year ago.

Among other sectors, farm incomes grew 2.8 per cent against 1.9 per cent in Q1 and stagnation over 2009-10. Banking, insurance, financial services etc. expanded 8 per cent (11.8 per cent). Community, personal and social services increased 6.7 per cent (7.6 per cent).

Government final consumption expenditure (corrected) slowed from 15.3 per cent to 14.2 per cent, while revised private final consumption expenditure indicated a climb in the rapidity from 2.9 per cent to 3.8 per cent.
  Untitled Document
GDP during Q1 at 2004-05 prices

`billion
% Increase

2009-10
2010-11
2009-10
2010-11
Agriculture, forestry & fishing
1,549
1,592
1.9
2.8
Mining & quarrying
252
274
8.2
8.9
Manufacturing
1,643
1,847
3.8
12.4
Electricity, gas & water supply
217
231
6.6
6.6
Construction
863
928
4.6
7.5
Trade, hotels, transport & communication
2,736
3,070
5.5
12.2
Financing, insurance, real estate & business services
1,865
2,015
11.8
8
Community, social & personal services
1,286
1,372
7.6
6.7
GDP at factor cost
10,409
11,328
6
8.8
GDP by major sectors
Agriculture, forestry & fishing
1,549
1,592
1.9
2.8
Industry
2,974
3,279
4.6
10.3
Services
5,887
6,457
7.9
9.7
Figures may not add up to total

The investment side of the economy seems to have suffered a setback in Q1. Thus, real income in the construction industry expanded 7.5 per cent which, though substantially higher than 4.6 per cent in this quarter a year ago, was lower than 9.8 per cent in this period two years back. On a sequential basis, the construction incomes declined 3 per cent, against 2 per cent in this quarter of 2009-10 and 1 per cent in the quarter two years back.

 Gross fixed capital investment, taken from "corrected" CSO data, indicated 7.6 per cent expansion, against a decline a year ago: the rate, however, implied a significant slowdown from 17.7 per cent in Q4 and 8.8 per cent in Q3 of 2009-10.

Whereas the performance for Q1 looks promising, concerns remain about its sustainability. Thus, July, the first month of the second quarter, has shown unexciting infrastructure industries and a decline in bank credit. This, together with the likelihood of the benefits of low-base effects of a year-ago feat getting eroded in subsequent quarters, clouds the prospects of significantly enhanced industry in near future.

Sobering the outlook for the fiscal is also the fragility in recovery in world economy. This would mean that the Indian economy cannot hope to get much support in the form of expanding exports.

Nevertheless, southwest monsoon has progressed quite satisfactorily and this should support a bounce-back in farm sector that had stagnated in the preceding fiscal, boost power generation and several other sectors, and help bring down inflation that has goaded RBI into monetary tightening.
 
                 
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