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UPSC : Editorial Analysis: Achieving India’s Ambitious Growth Target

Kartavya Desk Staff

*General Studies-3; Topic: Indian Economy and issues relating to planning, mobilization of resources, growth, development and employment.*

Introduction

India aspires to become a developed nation by 2047, the centenary of its independence.

• Achieving this goal necessitates sustaining an annual growth rate of around 8% over the next few decades.

• This is an ambitious target, considering both global precedents and India’s historical growth performance.

Historical Context and Global Comparisons

Global Precedents: Only a handful of countries—China, South Korea, Hong Kong, and Singapore—have managed to sustain a growth rate exceeding 8% over a 25-year period.

• Only a handful of countries—China, South Korea, Hong Kong, and Singapore—have managed to sustain a growth rate exceeding 8% over a 25-year period.

India’s Historical Growth Rates: Between 2001-02 and 2023-24, India’s average annual growth rate was 6.3%. Excluding the COVID-19 pandemic period, the growth rate slightly improves to 6.7%. These figures highlight the gap between current performance and the desired growth trajectory.

• Between 2001-02 and 2023-24, India’s average annual growth rate was 6.3%.

• Excluding the COVID-19 pandemic period, the growth rate slightly improves to 6.7%.

• These figures highlight the gap between current performance and the desired growth trajectory.

Challenges to Sustained Growth

Structural Constraints: India’s historical growth rate and global trends suggest that maintaining an 8% growth trajectory will require transformative reforms.

• India’s historical growth rate and global trends suggest that maintaining an 8% growth trajectory will require transformative reforms.

Geopolitical Risks: Disruptions like global conflicts, supply chain uncertainties, and trade dynamics may hinder progress.

• Disruptions like global conflicts, supply chain uncertainties, and trade dynamics may hinder progress.

State-Centric Reforms: Reforms in land, labour, and agriculture require proactive collaboration with states.

• Reforms in land, labour, and agriculture require proactive collaboration with states.

Opportunities for India

Global Economic Shifts: India can leverage global supply chain diversification and its demographic dividend.

• India can leverage global supply chain diversification and its demographic dividend.

Reform Continuity: The pandemic demonstrated India’s resilience through reform-driven recovery, setting a strong foundation for sustained growth.

• The pandemic demonstrated India’s resilience through reform-driven recovery, setting a strong foundation for sustained growth.

Strategic Investments: Initiatives like the Sovereign Wealth Fund and expanded irrigation infrastructure can reduce external dependencies and stabilize domestic sectors.

• Initiatives like the Sovereign Wealth Fund and expanded irrigation infrastructure can reduce external dependencies and stabilize domestic sectors.

Five Key Reform Proposals by the Confederation of Indian Industry (CII)

Strengthening Federal Consensus Through GST-like Councils

Need for Consensus: Most next-generation reforms—related to land, labor, power, education, agriculture, and climate action—fall under state or concurrent jurisdiction. Building consensus among states and the Centre is crucial.

Example: The GST Council, a model for cooperative federalism, has successfully implemented one of the largest tax reforms.

Proposed Action: Create GST-like councils or an empowered group of secretaries led by the cabinet secretary to drive reforms. Integrate these councils within the Union Budget 2025-26’s economic policy framework, which focuses on productivity and market efficiency.

• Create GST-like councils or an empowered group of secretaries led by the cabinet secretary to drive reforms.

• Integrate these councils within the Union Budget 2025-26’s economic policy framework, which focuses on productivity and market efficiency.

Public Sector Disinvestment and Monetization

Unlocking Capital: Disinvestment of Central Public Sector Enterprises (CPSEs) can generate significant resources. CII Estimates: Reducing the government’s stake in 80 listed PSEs to 51% could raise ₹10.3 lakh crore, while retaining majority control. Successful Example: Air India’s privatization.

CII Estimates: Reducing the government’s stake in 80 listed PSEs to 51% could raise ₹10.3 lakh crore, while retaining majority control.

Successful Example: Air India’s privatization.

Proposed Strategy: Task Force: Establish a task force with private-sector experts to determine which PSEs to disinvest and the appropriate timeframe. Disinvestment Fund: Use proceeds to retire government debt and invest in social and agri-related infrastructure. Launch National Monetisation Pipeline (NMP) 2.0, building on the success of NMP 1.0 (2021-2025).

Task Force: Establish a task force with private-sector experts to determine which PSEs to disinvest and the appropriate timeframe.

Disinvestment Fund: Use proceeds to retire government debt and invest in social and agri-related infrastructure.

• Launch National Monetisation Pipeline (NMP) 2.0, building on the success of NMP 1.0 (2021-2025).

Sovereign Wealth Fund for Strategic Investments

Geopolitical Challenges: Mitigating risks and safeguarding India’s strategic interests require investments in overseas assets. Proposed Focus Areas: Ports, logistic corridors, technology, and reserves of critical minerals. Fund Setup: Part of the disinvestment proceeds can seed a Sovereign Wealth Fund, ensuring India secures critical resources and infrastructure globally.

Proposed Focus Areas: Ports, logistic corridors, technology, and reserves of critical minerals.

Fund Setup: Part of the disinvestment proceeds can seed a Sovereign Wealth Fund, ensuring India secures critical resources and infrastructure globally.

Enhancing Irrigation Infrastructure

Monsoon Dependency: Agriculture, rural demand, and inflation remain heavily dependent on the monsoon. Proposed Target: Increase irrigation coverage to 80% of gross cropped area by 2030. Impact: Improved agricultural productivity. Climate resilience and stable farmer incomes. Reduced volatility in food inflation.

Proposed Target: Increase irrigation coverage to 80% of gross cropped area by 2030.

Impact: Improved agricultural productivity. Climate resilience and stable farmer incomes. Reduced volatility in food inflation.

• Improved agricultural productivity.

• Climate resilience and stable farmer incomes.

• Reduced volatility in food inflation.

Simplifying Ease of Doing Business

Current Progress: India has made significant strides in ease of doing business but must continue its momentum.

Proposed Measures: Simplify, rationalize, and digitize all compliances and approvals through the national single window system. Expedite the Jan Vishwas Bill 2.0 to decriminalize business-facing laws. Implement the four labour codes to balance employer and employee interests, ensuring faster adoption and streamlined labour markets.

• Simplify, rationalize, and digitize all compliances and approvals through the national single window system.

• Expedite the Jan Vishwas Bill 2.0 to decriminalize business-facing laws.

• Implement the four labour codes to balance employer and employee interests, ensuring faster adoption and streamlined labour markets.

Conclusion

• Achieving sustained 8% growth for the next two decades is an ambitious yet achievable goal. It demands strategic reforms, efficient resource allocation, and proactive governance.

• The proposals by CII—focusing on federal consensus, disinvestment, strategic investments, irrigation, and ease of doing business—can serve as a blueprint for India’s journey toward becoming a developed nation by 2047.

Practice Question:

Discuss the role of structural reforms in enabling India to achieve a sustained high-growth trajectory. Highlight key challenges and suggest measures to address them. (250 words)

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