Wednesday, December 16, 2015

Make In India And Manufacturing Sector

Make in India logo

It’s been an year since Make In India initiative has been launched. At the time of launch there was a workshop held to bring the initiative into action which was attended by all central ministers including PM Modi, all chief secretaries of states. Make in India aims at creating 10 crores (100 million) jobs by promoting the investment in India by both domestic and multinational firms. Rightly so, Modi has been giving huge prominence to this program at all of his foreign visits. The recent stats of Industrial output growth at over 9% in the second quarter of 2015-16 is perhaps a testimony to the fact that the Make In India program is heading in the right direction. It also mad the hopes of creating huge number of jobs in the manufacturing industry on the lines of China and Japan. Considering the slowdown in world’s economy, there are still doubts about how many jobs does the manufacturing industry can add to. The only solution to this problem is expanding the job opportunities to service sector in addition to the manufacturing sector. India still has to learn a lot from the experiences of other Asian countries in this front.
                Traditionally many countries progressed from agricultural sector to manufacturing sector and from there to service sector. In most of the developed countries of present, the service sector expanded only after the expansion/Progression of manufacturing sector. Even in Asia, in the countries known as ‘Asian Tigers’, viz Hongkong, South Korea, Taiwan, Singapore and China have followed the same trend. But in the case of India, it is complete contrast. Even though GDP wise India jumped from agricultural sector to service sector, the employment opportunities haven’t risen proportionately. The free trade environment in India encouraged the service sector instead of the Manufacturing sector. In this way Service Sector is still like an early bird in India. In our GDP, the share of the manufacturing sector is very less whereas even though the service sector has very large share in our GDP, the number of people employed in this sector is very less.
                If we look at the other Asian countries; In Japan, Taiwan and South Korea, the share of service sector in both the GDP and generation of employment is as much as 60%-80%. The same is around 35%-45% in China, Indonesia and Thailand. In all these Asian countries, the share of service sector in GDP and employment is same whereas India is showing a completely different trend. Here is a look at why: The share of service sector in GDP is very high at 58.4% whereas its share in employment generation is as less as 26.4%! This shows that the service sector in India is heavily understaffed. Added to this, the share of manufacturing industry in GDP is 17% and in employment it is 12.8%. Therefore crucial task before the government of India is how to increase the share of the manufacturing sector in GDP and the share of service sector in employment generation.
                India is often compared to China in the output of manufacturing items. The whole world has already been flooded with cheap Chinese toys, clothes etc. These items have been ruling the markets of USA. However, the share of India in the export of manufacturing items in 2012 was meagre 1.6% whereas it was 15% for China. China has given uttermost importance to industrial development in its villages. China has proved that the employment opportunities skyrocket once we expand non-agricultural activities in the villages. China’s specialty lies in encouraging town and village enterprises (TVE). This has been the major difference between India and China in terms of financial reforms. TVEs have been increasing the income of village families by generating non-agricultural employment. The structure, mandate and working of the SEZs in China is entirely different compared to India. When there is abundant agricultural output, it drives more demand especially in the villages. This demand in turn drives in the TVEs in China. Then the markets in towns help in the expansion of the business of TVEs.
                The generation of employment by manufacturing industry in China is less compared to Japan and other ‘Asian Tigers’ countries. By 1970, the share of manufacturing sector in GDP reached 36% and in employment generation to 27% peak levels. The same levels were reached by 1990 in Taiwan and by 2000 in South Korea. The same are: 33.3% share in the GDP and 32% in employment generation for Taiwan, 29% and 23.3% respectively for South Korea.  But in contrast, in China they are just 33% and 16% only. The reasons for this low level of employment have been: increasing use of machinery due to industrialization, the phenomenal growth of the technology towards the end of the industrialization era compared to the beginning, the companies opting for outsourcing of jobs etc. These were the main reasons for the deviation in the share of manufacturing sector in GDP and in employment generation.
                In current situation it is quite difficult to increase the share of manufacturing sector. East Asian countries have already progressed in exports. As previously said, China has been flooding the international markets with its goods. The world will not tolerate another China in this regard. The recent comments of the RBI Governor Raghuram Rajan that it would be difficult to emulate China in developing export oriented growth model are very much pertinent in this regard. In a world which is still not yet fully recovered from the grip of recession, it is difficult to increase the exports in manufacturing sector. The industrial activities migrating to other countries will not help either. Hence Raghuram Rajan stressed that the manufacturing industry should rather strive to cater to the demands of the domestic industry rather than to cater to the exports. He called for ‘Make for India’ slogan rather than ‘Make in India’. Even China couldn’t expand the employment in manufacturing sector like the first generation industrialized countries like Japan, Taiwan did. It is always difficult test for any country to increase the employment opportunities in the manufacturing sector. This sector now largely relies on huge investments and latest technology rather than on the labor workforce. The progress in technology has given way to the outsourcing, indirect employment in the manufacturing sector as well. The less skilled find it difficult to get employed in Service Sector compared to the Manufacturing sector. Had India acted earlier to speed up the industrialization earlier huge workforce would have directly shifted from the agricultural sector to the Manufacturing sector and by so the income discrepancies would have come down by now. Make in India has been able to attract a lot of investment from abroad. But still it is very much important that this program be reviewed in view of the changed scenarios.
                Two sided approach is need for industrialization. It is a very important sector for the growth of the country. However there should be respectful conditions for those working. Productivity has to be increased. Government has to stipulate relevant financial/labor norms to achieve the same.  It has to work with the state governments to address the obstacles to the growth of the industry. Due importance should be given to investments, providing basic amenities, skills, acquiring land and creating business friendly environment. 95% of the total industrial activities are being done through small, micro and medium units. These units have the ability not only to create high number of jobs next to agricultural sector, but also to expand self-employment. Make in India should give importance both to industrial output and service sector as one sector drives the other. Latest communication technology, financial, business, social services etc should be encouraged in addition to traditional sector like wholesale-retail markets, hotels, restaurants, transport and storage.
                India shouldn’t undermine the service sector which is having more than 60% of share in GDP. Even though India has the ability to increase the share manufacturing in GDP and employment, at the same time it can no longer follow the growth models of Japan, China and other East Asian countries. Even China couldn’t increase employment in proportion to its increasing share of manufacturing in GDP. India should move ahead considering all these factors. It should increase the employment in manufacturing and service sectors while improving the agricultural sector.

                

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