Friday, March 22, 2019

Agriculture is important and so are jobs for those leaving agriculture

Why FPO/ private sector is better than govt
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Agriculture creates intrinsic wealth. It provides raw materials and new consumption for industry. There are many problems, not least the industry doesn't fully utilize the advantage of home grown cotton to win a bigger share of global textile market. A fix at textile level will help all round. Secondly, there is a lot of under-employed people in rural areas and rural areas haven't had enough spent in its infra. Govts at state and centre levels are responsible for all these people.

Thirdly, govt has favoured urban consumers. It has put so many hurdles for farmers, looking to diversify as it wants farmers to just produce surpluses at low cost for urban populations. Now, India is producing surpluses (soon to include pulses) and will produce more in near future with help of new technologies (eg. micro-irrigation, multi-cropping, SHC, mechanisation, greater use of hybrids, lower waste). If govt can come out of its paranoia over shortages, farmers will diversify. To diversify, farmers need a good market. Indian govt is promising this with MSP, FPO/private sector and exports.

Fourthly, failure in govt can be seen in seed companies. Govt seed companies don't make horticulture seeds and hybrids!! Earlier problem with urea. It has been slow in getting farmers to improve yields. It has not been able to develop irrigation. It has not built cold storage, fast logistics and food processing to tackle seasonal surpluses. It has failed to tackle crop buring. Farmers don't get good enough incomes, even when Indian farmers are fairly low cost producers.

To deal with surpluses, farmers need to produce more than cereal crops, eg. cash crops, timber, biofuels, solar energy, horticulture, animal husbandry & fodder, aquaculture & mariculture, silk, honey, edible oil if possible. With diversification, agricultural output is much higher and farmers produce more of what is needed. Farmer will go for higher productivity methods to ramp up production, knowing they will not lose out due to surpluses. Thus the idea below:

FPO and private sector are a great combination. Big companies can add post-harvesting & marketing infra, help in yields or lower costs, and give farmers higher share of the retail price. This can happen because there is considerable upside in yields, cutting middleman, etc. Farmers should resolve to grow right crops & use right technologies. In this situation, govt should help with irrigation, agricultural reforms, trade policies, scientific research, rural infrastructure, basic income/ subsidies, etc.

Jobs, Jobs and Jobs
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While farm anger is ostensibly about low product prices, agitations by various landed castes has been about lack of jobs outside agriculture, and their demand for job reservations for which they are not entitled.

Logically, labour law reforms should have been a priority, but since no political consensus on this is possible, FM is subsidising job creation: Government will contribute 12% of wages for all new employees enrolled into EPFO for three years. Women employees' contribution to EPFO will be 8% which is 4% lower. Fixed term employment scheme, available to apparel and footwear industries, is being extended to all industries. These incentives could be huge spurs to job creation and formalisation.

Govt estimates it will generate 5m new jobs each year (or half of 10m new entrants), through EPFO & earlier jobs program, social schemes and infra projects‼ These don't include jobs from fixed term scheme, health, education, tourism, MSME, MUDRA, farm sector and MII.

Focus has been put on higher employment elasticity sectors like infrastructure, education, health, tourism and housing.Bold health plan will set up 150,000 primary health clinics in rural areas, and cover 100m poor families (or 500m people) for Rs5 lakh hospital expense!! This will create jobs in insurance, health infra and health professionals. Infra spending next year will be around Rs 6 lakh cr, compared to Rs 4.94 lakh cr before!!

Corporate tax rationalisation has an indirect impact on jobs as the proposed 25% tax band applies to MSME (turnovers upto Rs 250cr), which creates most of the jobs.

Budget promises to raise farmer's incomes via increasing MSPs this Kharif. This is unlikely to be substantial. It plans to cut back on middle men, and wants to link all APMC by March 2018. But with states reluctant, this is difficult. Instead budget is supporting FPO by giving full tax relief on profits for 5 years. FPO will help realise better prices for farmers. It is also developing 22,000 rural haats for open marketing purposes.

Political considerations
BJP could not go for middle class or big corporate tax cuts, or higher defence spending without dealing with farming distress and angst of under-employed youth who want to leave agriculture. Both these problems will take time, but Govt has made a very good start in this budget. Frankly both industry and agriculture are messed up. Govt has good ideas on agriculture — it needs time. Jobs are difficult without labour market reforms. Next best thing is to incentivise jobs creation, etc (see article). Also why not go full throttle for housing, rural infra, etc. Bold health plan is a very good move, to get votes from women and poor generally. It is also the right time to fix education and research & development.

❦ "6 cr households fall below the poverty line only because they are not able to pay for their medical expenses" ❦ —most are from rural and poor households.
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