Thursday, June 26, 2014

Capitalize on human capital

Thought for the day
”The new ruler must determine all the injuries that he will need to inflict. He must inflict them once and for all.”
-          Niccolo Machiavelli (Italian, 1469-1527)
Word for the day
Garboil (n)
Confusion
(Source: Dictionary.com)
Teaser for the day
Should government consider scraping degree as eligibility condition for all government jobs (including IAS)?
 Instead it may institute an exhaustive eligibility test followed by a 3-12 month orientation program for all new recruits.
 

Capitalize on human capital

In a recently published working paper the Reserve Bank of India highlighted many interesting facts about the status of employment and its elasticity to the GDP growth. I find it pertinent to highlight some of the observations made in the said working paper.
In particular the change in occupation structure of the economy in past 15years is worth noting; because it helps setting up the agenda for future growth. It is important to note that one of the key promise of incumbent government is to make growth job oriented (hence inclusive) as opposed to jobless growth (therefore exclusive) growth achieved during past few years.
The working paper finds that aggregate employment elasticity (change in employment due to economic growth) of Indian growth has fallen considerably in post 1991 period. In this period for every 10 per cent change in real GDP, there had been about 1.8-2 per cent change in employment. The current statistic is even poor.
Moreover, elasticity varies considerably across sectors. While agriculture has witnessed negative elasticity, services including construction have generally been employment intensive. Manufacturing employment elasticity has hovered in the range 0.29-0.33.
Within manufacturing, the employment elasticity for organized manufacturing sector based on various estimates seems to be higher, in the range 0.42-0.57 for 2000s and it has risen over the previous two decades. Given the huge productivity and wage differentials between organised and unorganised sectors, greater employment generation in organised manufacturing is crucial as it has larger multiplier effects.
Subsequent to 2011, India has seen significant moderation in its GDP growth rates, particularly during 2012-13 and 2013-14. While employment numbers are not yet available for these years, Labour Bureau quarterly surveys as well as various private agencies’ information point towards moderation in employment generation. If these data sources are any hint, then one might see some changes in employment elasticity depending upon the relative pace of moderation in employment generation vis-à-vis growth.
The working paper suggests that going forward, it is the relative cost of capital vis-à-vis labour and the nature of investment demand that will determine to what extent growth would be job-creating.
Increased capital to labour ratio in the organised sector for a labour abundant country like India is a concern that has been well-highlighted. I have also been highlighting this rather frequently and to the annoyance of some of my government readers.
If India has to meet the demographic dividend challenge, focus should be on industries where employment elasticity is higher. On a rough basis, about 10 million people would need a job every year for the next 15 years. Finding productive jobs for such huge numbers is a big challenge, and clearly the answer lies in stepping up growth, and importantly, stepping up the employment intensity of growth….to continue tomorrow

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