Monday, 23 July 2018

Inflation the recent trend and MPC success RBI


Inflation is basically a sustained increase in prices of goods and services over a period of time, which results in reduction of purchasing power of money. After the 2008 great recession, which also struck India's economy, there was a severe need to devise a policy mechanism to control the inflation which is required to maintain the price stability. In 2016 India embarked on adopting Inflation targeting replacing multi indictor approach (MIA) used since 1998. RBI is using consumer price index (CPI) as an indicator of inflation with the base year 2011-12.
Government of India constituted a monetary policy committee (MPC) having a sole mandate of maintaining inflation targets and also given the responsibility for fixing the benchmark interest rates in India.  The committee comprises six members- three RBI officials and other three nominated by government. The committee has been functional since then with a mandate of maintaining an inflation target of 4% (with acceptability of 2 % above or below this target). It has been successful to maintain the inflation within the limits but with repercussions such as for many quarters food inflation remained high out of the desired target range.
The decision to replace MIA with inflation targeting faced with lot of flak. It has been criticized on the ground that, India being a country with different cultures, having extreme dependence on monsoon and wide unirrigated regions and a huge burgeoning population in an extreme need of employment, focusing on a single parameter and hoping all other parameters to align is farcical approach. Also in India major part of economy is driven via informal market where such policy measures doesn’t penetrate well and can take time to show effect. On the employment front India has not seen a major shift, such government policies have not shown much effect to cater the need of young population.
With a tag of fastest growing economy, it is desirable that we look into the fact that consumption is key driver of economic growth, while investment lags. As investment lags behind it would be pretty difficult for the policy makers to increase the employment opportunities, which can be seen in the current scenario and simultaneously keeping the inflation under the desired scale.
The need of the hour is conduct extensive behavioral study on tolerance level of inflation, segregating the effect on food and nonfood inflation, and tradeoff between growth and inflation. The policy makers should also align the minimum support price with the inflation targets so that the farmers income won’t get affected, which would help in maintaining the price stability. Policy makers should also try to realign the inflation target so that demographic dividend could be utilized to its full extent and major problem of employment could be tackled.

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