अजित चिंतन

Monday, 11 May 2020


Mere ‘Package’  won’t work….

WE  NEED  A WHOLE ‘NEW  DEAL’ 

-by Ajit Abhynakar
It appears from the unofficial newspaper reports that the various governments have declared packages ranging between 9 %of GDP(US)  to less than one percent of GDP (India).There would be debates on the quantum and composition of these packages and rightly to be so.
However, such a package at this critical juncture wherein decades are happening in weeks, needs a multi dimensional consideration. Here is an attempt to bring forth such missing dimensions without which the package would  become illusory. An attempt is also made to present rough quantitative picture of the components of package and its sourcing. This is for the Central Government as it is the principal taxation authority collecting 11% of GDP as its net tax collection. 
Package has to be anorganic integration of multi sided plans, financial provisions and actions. It can’t merely be an altered order of financial allocations by the government. The rubric and fabric of thinking has to be qualitatively different in the days of a survival disaster such as Corona.
In the capitalist world hit by the Great Depression 1929-34, New Deal of 1933 showed the end of tunnel. New deal became historical milestone of not only for US capitalism, but for the economic policy of the world capitalist system. It was not merely a “package for salvage” since it humbly changed the lens of the policy making. The quotes by Franklin Roosevelt created shudders in the whole capitalist world. Deviating from the sacred principle of laissez faire he had said “The test of our progress is not whether we add more to the abundance of those who have much; It is whether we provide enough for those who have too little.
Even if a calamity is generatednaturally, how various groups in society face the same, is conditioned socially as well as politically. The Covid19 pandemic has exposed many fractures and fissures of the system. Looking at the aftermath of Covid19 it needs to be examined  whether systemic collapse is really an effect or is itself a cause for such a pandemic.  This multiple organ collapse appears to be a déjà vu of the world in 1930s through1940s although reasons are different. Thus the time today is more than overdue for a Global New Deal.
Quantum of the Package
It is on this backdrop that package needs to be discussed.
How much is enough ?
 This is more of a political economic question; and can be examined within the range of what is necessary and possible. As for the total quantum it may be said that for India about6% of GDP has to be the package in the coming period of 12 months. The figure is arrived at by taking a realistic view of necessity of funds for various heads , Tax-GDP ratio,the viable limits of Fiscal Deficit, and the borrowing potential by the Government. Thus taking India’s GDP at 216 lakh Crores the package must be of 12 lakh crores. See the table below. These are exclusive of the provisions already made in  the budget 2020- 21 for the relevant heads.
The package amount can be sourced as follows.
Table 1-Sources of Funds for the Corona Relief Package
SR. No.
Source of Funds
Amount
Rs. Lakh Crores
1
FromIncreased Collection of Direct Taxes
35% increase in the Budget Estimates 20-21 to be sourced from-

-Roll back of Corporate Tax Concessions In 2019,
-Re-imposition and -Re enforcement of Wealth tax
-Increasing the Security Transaction Tax  
-Taking Action against tax evasion from tax havens
4.00
2
Drawing on Reserves from Reserve Bank of India
  2.00
3
Additional Borrowings by Government of India( 75% Higher than budgeted for 2020-21.) Taking FiscalDeficit to 6%

  6.00

Total

12.00

Table -2  Components of Central Package With Indicative Financial Burden

Sr.No.
Component
Amount
In Lakh Crs.
1
Immediate Medical Intervention and Stock pile for the future Epidemics, Community health systems
Cost of testing & treatment to  Covid 19 victims tested at government, and Vaccine, Suits, Ventilators,
2.00

2
Financial Rescue for the casual and informal workers
(Food, Shelter, Transport, Medicine etc. for 9.3 million Casual Workers located in urban areas i.e. 5 crores @ Rs.11,000 per person (@ Rs.3,000/- for rescue And 8000 as direct financial support  )

1.00
3
Farmers Cash Package for 14 Crores Farmers with a Cash subsidy of Rs.7,000/-each (other than given presently under KisanSanmanyojana
1.00
4
Loan Waiver Schemes for Farmers and Small Producers
2.00
4
Enhanced MNREGA (Covering Urban and Rural Area) 
3.00
5
Support To Small Employers (Interest Holiday Subsidy to Banks @20 % of Interest income of Commercial Banks. )
3.00

Total –- This is approx. 6.0% of GDP at current Prices for 2018-19
12.00

New Modeling Elements
The package has to be a guide to think and not just an accountant’s statement .It has to be based upon modeling elements as given below.
1.      Priority of saving lives and livelihoods-
a)     Rescue and Medical Care-Priority must be to provide the medical rescue, wide spread testing, purchase of equipment, recruiting staff at all levels  and care without any economic deterrents differentiation whatsoever. The needy and the poor must be provided with sufficient food and shelter free or nominal cost without any bureaucratic hassles.
b)    Supporting Small Employers -  The livelihoods (i.e. employment and means of earning income) should be the next priority. As soon as the lock down is over there would be mass closures and layoffs. The State has to take measures to ensure that the financial viability of the employing establishments is maintained even though only at the break even points. The State would have to promulgate interest holidays for certain periods (say 6months) and/or moratorium on loan recovery. The State would have to subsidize the commercial banks partially to maintain their solvency and liquidity.
c)      Massive Rural –Urban Employment Guarantee-There has to be a wide spread massive plan of employment guarantee throughout the country. MNREGA is potentially good but effectively provides employment only 47 days in a year. It has to be widened qualitatively to cover all the urban areas and covering various educated skilled and unskilled manpower. Through such a scheme, a tremendous boost can be given to make our villages-cities healthier, cleaner and safer to live, to promote civic-hygienic sense in our population, and also to a massive plan for clearing the polluted rivers and water sources,  forestation etc. It may be roughly estimated that about 5crores of people would need such as an employment support in the coming year.
d)  Supporting Farmers and the UnorganizedWorkers-  The farmers have lost almost all their income due to the lock down. Farmers as well as unorganized workers , street vendors, thelawalas,  rickshaw drivers, must be paid through direct payments in their respective bank accounts.  The state will have to declare one more loan waiver for all the farmers except the super rich section of them.
2.      Relying on Social Fabric    
a)Expanding the Public and Community Health care system-  The Government will have to overhaul the health sector by enhancing community preventive health care expenditure, expanding the network of public hospitals and  recruiting the staff at all levels, free  primary public health care in and outside the hospitals(Mohalla clinics), Nationalizing the big corporate private hospitals and pathological testing units etc., regulating the drug prices and pricing by the private hospitals.    
b)The community spirit based on voluntarism-    Wars can be fought on the strength of social fabric rather than market rubric. The logic based on private accumulations can be counter productive in the situations of emergency.  Just as the world is learning an extremely hard lesson that an individual’s health (even) is not a private good as it can’t be separated from the community health as well as community medical care. The same truth has to be replicated in all socio economic spheres.The community spirit based on voluntarism with strong financial -power support of the State can work best in the times of war as the normal economic or power logic is simply unworkable.Community spirit and sense of public ethic has to be aroused even in the matters of commodity production and distribution.
c)   Community –local supply chains-Price Regulation-    Practically it would mean the voluntary price regulation in key commodities/ services, creating community supply chains, creating local livelihoods beyond the financial maximization logic. Community health care must be made a part of thinking 
3.      Principle of Moral / Social Consensus   
Unity of Purpose and Perceptions- The package is an exceptional and all round rescue and rehabilitation plan.This is where the psychology and morale of the people will produce the best results. Perceptions play a key role in such a situation. People should have almost unanimity in their perceptions about
a.                That ‘the Package' plan stands on a higher scale of ethics than normal market logic, 
b.                That there is total social consensus on the measures being taken, 
c.                That the sacrifices, if any, are fair and based upon the principles of common good rather than sectional one. 
In order to put these ideas into reality the Government would have to spend substantially devising appropriate targeted schemes. The Government would have to enter into a facilitator’s role, with necessary financial muscle so as to make the society work on community lines.

-Ajit Abhyankar  
94 223 03828
82 754 24773(Whats app)
(Writer is a Visiting Faculty at Symbiosis School of Liberal Arts, Pune,  and a Social Activist  )









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