India the Superpower? Think again

CNNMoney: India the Superpower? Think again (HT: Dave Richards)

India should put aside pride about its growing economy and concentrate on improving the lives of average citizens, argues Fortune's Cait Murphy.

NEW YORK (Fortune) — Plug in the words "India" and "superpower" into an Internet search engine and it's happy to oblige – with 1.3 million hits. I confess that I did not check each one, but I suspect that almost all of these entries date from the last couple of years.

This is understandable. For the first time ever, India has posted four straight years of 8 percent growth; since it cracked open its economy in 1991, it has averaged growth of 6 percent a year – not in the same league as China, but twice the derisory "Hindu rate of growth" that had marked the first 45 years of independence.

But…

The 2006 UN Human Development Report, which ranks countries according to a variety of measures of human health and welfare, placed India 126th out of 177 countries. India was only a few places ahead of rival Pakistan (134th) and hapless Cambodia (129) and behind such not-about-to-be-superpowers as Equatorial Guinea (120), and Tajikistan (122).

As these and other numbers suggest, Indian triumphalism (a notable 126,000 hits on Google) is not only premature, it is misguided. Yes, growth has been brisk, and of course growth is necessary to make a dent in poverty. But as Edward Luce, author of the excellent, "In Spite of the Gods: The Strange Rise of Modern India," noted in a recent talk, poverty in India is not falling nearly as fast as its brisk rate of growth might anticipate.

…….

The problem with India's self-proclaimed (and wildly premature) declaration of superpower status is that it reflects a complacency about both its present – which for many people is dire – and its future. Eight percent growth for four years is wonderful, but as the saying goes, past performance is no guarantee of future results. And India is not doing what it needs to in order to sustain this momentum.

Consider the postwar history of East and Southeast Asia. The comparison is appropriate because India started at about the same point, and has watched just about every country in the region get ahead of it on the economic curve. All these places developed by being relatively open to trade; by investing in primary and secondary education; and by building pretty decent infrastructure (not only roads and ports, but health clinics and water supplies). India has begun to embrace one leg of this triangle – freer trade.

Even here, though, many of the worst features of the swadeshi ("self-reliance") era remain intact, including an unreformed state banking sector; labor regulations that actively discourage hiring; abstruse land laws (and consequent lack of land titles); misshapen subsidies that hurt the poor; and corruption that is broad, deep and ubiquitous. Nothing useful is being done about any of this.

As for the other two legs of this development triangle – education and infrastructure – these are still badly broken. About a third of teachers fail to show up on any given day (and, of course, are unsackable); the supply of both water and power is expensive and unreliable.


Comments

7 responses to “India the Superpower? Think again”

  1. Those are great thoughts – someone on PP was just pointing out how India will destroy the U.S. economy because of all the jobs influx.
    Heh…As far as I am concerned, whenever a country dumps billions of gallons of raw sewage every day in its biggest river from which then they drink water and eat fish, it can hardly be considered a superpower.

  2. I still hope and pray for India. My hope is that the small segment of the population that is experiencing the positive effects of globalization will begin to insist on reforms that will make prosperity more likely for greater parts of the population. I think India has greater cultural obstacles to overcome than China does.
    I agree with the article too. India has a long long road to travel before becoming a superpower.

  3. That is true Mike…all those countries need a lot of help. At the same time I can’t help but wonder, when will they learn? When will they realize that freedom, open markets and private enterprise is the solution to their poverty and to many of the problems they are experiencing?

  4. Michael
    Interesting post. I’d agree that India has a ways to go before it’s a major economic superpower. The positives for India is that a notable segment of the population is technically savvy but the physical infrastructure is very poor…I suppose it’s somewhat expected in a country of that size.
    I visited briefly two years ago and the poverty is great…to have that change across the entire population will require a disarming of the caste system as well.

  5. I am just finishing “The Origin of Wealth” by Eric Beinhocker. He has an X Y graph near the end of the book that charts cultural level of trust on the Y axis and per capita GNP on the X axis. Then the chart draws a line around nations based on their historic religious traditions.
    The upper right (hi trust, hi GNP) is all Protestant nations except for Japan (Confucian) and Ireland (Catholic). The bottom half of the graph from the middle to the right (lo trust, mid-hi GNP) were all Catholic. Islamic countries are all in the lower left (lo trust, lo GNP) and Orthodox nations are a clumped with a little bit higher trust than Islamic Nations. Ex-communist nations are scattered throughout the lower left quadrant.
    China (Confucian) and India (Hindu and a variety of others) are the only two nations above the mid point on trust but very low on GNP.
    Culture does matter! I think China has more going for it. India seems more change resistant.
    (BTW Andre, I visited your site. I love both the blog’s name and your topics. I have added you to my bloglines. Thanks for dropping by.)

  6. Hi Virgil, P’raps it gets a bit complex when u hv 15 x the population/space!
    If a purely freemarket approach were usherred in now, the result would be that the few rich would become filthy rich, the ‘middle class’ would be happily frozen and all the rest would end up even poorer!

  7. I keep coming back to Hernando Desoto’s observations about “idle capital.” About 80-90% of the people live outside the legal-formal structures which means there don’t have legal title “free and clear” of their land and their house. Bringing the informal economy into the formal economy would do wonders.
    India is also notorious as a monument to bureaucracy run amuck. The government needs to grease the wheels that open the doors for entrepreneurs to start businesses. Then, there is the corruption and bribes. Aid for infrastructure would probably be a good investment but only if there is real evidence on the part of the national governments to create an environment where business can take root.
    I think free trade is an essential component but free trade without the development of corresponding institutions and infrastructure improvements probably won’t cut it.
    That’s my two cents.

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