I/III.
UNION BUDGET 2016-17
Arun Kumar

Pretending to be pro-poor, little change over UPA

While giving concessions worth Rs1,000 crore in the direct taxes paid
by the rich, the government plans to net an extra Rs 19,000 crore in
indirect taxes, which are contributed by all. This reveals a
regressive intent.

Finance Minister Arun Jaitley with his budget team outside North Block
before meeting the President in New Delhi on Monday. PTI

[The government has given direct tax concessions and will forego
almost Rs 1,000 crore in direct taxes while hoping to collect Rs
19,000 crore additional from indirect taxes. This reveals the real
intent of the government. Direct taxes are paid by the well-off (only
4 per cent of Indians pay direct taxes, and these are the well-off)
while indirect taxes are paid by everyone and tend to cascade into
increased prices via consumption for the poor. Thus, a decline in the
share of direct taxes is an indication of a regressive scheme of
things.]

Like all Union budgets, this one also is long on promises but hides
the real dynamics, namely, how the resources are to be raised for the
promised very substantial expenditures. The budget is targeting more
than Rs 19 lakh crore of expenditures. This is enough to give small
amounts to almost every section of Indian society. Based on this
increase the Finance Minister has claimed a budget that is pro-farmer
and pro other marginalised sections of society. But, what is also
clear is that these schemes often do not require budgetary allocations
and can be financed through bank loans. Also some are mere policy
announcements with little budgetary implications.

In this respect, the budget indicates that the government is more or
less continuing with the policies of the UPA regime. That is what it
had done last year as well. The one important lesson that the NDA
government learnt last year was that its political losses were due to
its image of being anti-poor and pro-business – Rahul Gandhi’s ‘suit
boot ki sarkar’. The budget attempts to correct that image. The UPA
had also tried the same in its last few budgets. No wonder, the
government has made many pro-poor announcements. Arun Jaitley likes
the number 9, since he has listed nine points of ‘transformative
agenda’ and as many of ‘tax reform’.

***The government has given direct tax concessions and will forego
almost Rs 1,000 crore in direct taxes while hoping to collect Rs
19,000 crore additional from indirect taxes. This reveals the real
intent of the government. Direct taxes are paid by the well-off (only
4 per cent of Indians pay direct taxes, and these are the well-off)
while indirect taxes are paid by everyone and tend to cascade into
increased prices via consumption for the poor. Thus, a decline in the
share of direct taxes is an indication of a regressive scheme of
things.*** [Emphasis added.]

The Economic Survey had indicated that India has one of the lowest
tax/GDP and direct tax/GDP ratios. The Survey hinted that taxes on the
rich may be raised and their subsidies cut. However, apart from some
tinkering, the overall reduction in direct taxes indicates that the
rich are not likely to bear any major increase in taxation. This
author has been proposing since the late 1980s an increase in wealth
taxation and estate duty to reduce inequities but this is nowhere in
sight. Mr. Picketty has also argued for these measures and the
Economic Survey raised expectations that these policies may be finally
introduced.

The black money schemes if effectively implemented could have
increased direct taxes’ collection substantially. However, the NDA
government has not been successful in tackling the black economy in
spite of the various schemes it has introduced since it came to power.
For instance, little has been declared out of the hoards of black
wealth held abroad. The gold monetisation scheme has also not been
successful. The new schemes in this budget which give concessions from
penalties and prosecution amount to an amnesty to those who have not
declared their incomes in the past. However, the government cannot
call it that since it gave an undertaking to the Supreme Court in 1997
that in the future it will not introduce any voluntary disclosure
schemes. These schemes cannot succeed unless the government is willing
to be tough but that would send an anti-business signal and the NDA
regime does not wish to do that.

The Finance Minister announced proudly that in 2015-16 the Plan
expenditures have not been cut to attain the fiscal deficit target and
he is correct in this. In the preceding five years there have been
massive cuts in this. This year’s good performance has been possible
because the tax collections have been on target. This is due to the
decline in the petroleum goods prices and the non-passing of that
decrease to the public by raising excise duties. Excise duty
collection has gone up by approximately Rs 50,000 crore over the
budget estimates. This has compensated for the decrease in direct
taxes by around Rs 50,000 crore. Non-tax revenue has gone up by Rs
37,000 crore over the budget estimates with the net result that the
total revenue collection has gone up. States’ share has gone down by
about Rs 17,000 crore, thus leading to an increase in the Centre’s
share of revenue.

The implication is that the revenue buoyancy of direct taxes has been
less than that assumed last year. What it also suggests is that the
economy is not growing at around 7 per cent, as assumed in the budget.
This is also apparent from the repeated attempts of the Ministry of
Finance to improve demand in the economy. Businesses are also
repeatedly asking for interest rate cuts to boost demand.

Assuming a 7 per cent rate of growth for the coming year may also lead
to miscalculations. This year’s budget has been drafted in an
uncertain environment emanating from both the internal and external
situations. The Finance Minister has flagged this. The implication is
that there is need to be cautious rather than ambitious. The external
sector can short-circuit the growth of the Indian economy and make the
budgetary calculations go wrong. Unless the correct figures are used
for growth and the rate of inflation, errors can get multiplied in
case of any exogenous shock.

Finally, the Union Budget is first an instrument of macro-economic
policy and then of micro-economic policies. If the calculus of the
former is incorrect then the latter are likely to fail. Given the
international situation of declining commodity prices and likely
shortfall in growth, the package for farmers and for the marginalised
sections — the highlight of the budget — is likely to also yield
partial results.
The writer is retired Professor, JNU.

II/III.
http://www.business-standard.com/article/opinion/budget-2016-shows-modi-is-a-reformer-in-retreat-116022900832_1.html

Shekhar Gupta: Budget 2016 shows Modi is a reformer in retreat

The loss in Bihar has forced a change in NDA's market positioning

Shekhar Gupta   |  New Delhi
February 29, 2016       Last Updated at 23:39 IST

[The tone of the speech and the detail also show a reformer in
retreat. The loss in Bihar has forced a change in the National
Democratic Aliance’s market positioning. Until last year, the prime
minister was saying that the Mahatma Gandhi National Rural Employment
Guarantee scheme was an acknowledgement of the state’s failure to
create productive jobs and, therefore, a shame. He was right to say so
and this promised a more reformist, entrepreneurial and
non-povertarian outlook. This Budget speech, on the contrary, boasts
of the highest-ever allocation to it.]

The Narendra Modi government’s third Budget confirms that he is a
reformer of government and not a liberaliser of economy. The most
significant positive aspects of this Budget, for example, all lie in
improving government processes. The most important of these are tax
administration, reduction in taxman’s discretionary powers and
reduction of both the extent and the duration of tax litigation. There
is more money for physical infrastructure, but it will still go
through a government pipeline. Reform of government processes includes
a whole-hearted embracing of Aadhaar, direct benefit transfer of more
subsidies, including, bravely, on fertilisers and some moves on
non-merit subsidies and giveaways. A significant reduction in full tax
exemption on provident fund withdrawals is a reform that needed
serious courage to undertake, although we are not sure yet if it will
survive Parliament.

Modi’s isn’t a “minimum government, maximum governance” approach. It
is more government, but better governance. There is no real relaxation
for foreign direct investment in newer sectors or an increase in
ceilings, except in agro-processing. For all the rest, you come to us
and we, the sarkar, know best. On genuine privatisation, there isn’t
even a trial balloon. There is talk of strategic sale, but that is
confined to public sector undertakings (PSUs) selling their physical
assets such as land. In the government system, this is easier said
than done, since asset sales are messy and scam-prone. But again, Modi
thinks he can reform his government sufficiently for it to have the
credibility to do this. The change in the name of the disinvestment
ministry to investment ministry is more than cosmetic. It fully sets
the clock back on the Vajpayee-Shourie idea and pleases the Rashtriya
Swayamsevak Sangh (RSS)/swadeshi ideologues.

Read our full coverage on Union Budget 2016

***The tone of the speech and the detail also show a reformer in
retreat. The loss in Bihar has forced a change in the National
Democratic Aliance’s market positioning. Until last year, the prime
minister was saying that the Mahatma Gandhi National Rural Employment
Guarantee scheme was an acknowledgement of the state’s failure to
create productive jobs and, therefore, a shame. He was right to say so
and this promised a more reformist, entrepreneurial and
non-povertarian outlook. This Budget speech, on the contrary, boasts
of the highest-ever allocation to it.*** [Emphasis added.]

The Budget is also the most important annual statement of a
government’s intent on political economy. In those terms, it is a
statement of a hard swing to old Congress-style agro-povertarianism.
Parts of the Budget speech, particularly in the first half, could have
come in a Budget speech from late Chaudhary Charan Singh. This is a
political acknowledgement of rural distress and decline in wages. This
has panicked the government into making what sounds like an impossible
promise of doubling farmers’ incomes by 2022. Growth like that is
unheard of in farming, particularly as the talk, even in this Budget,
is more of organic farming than of new technologies, particularly in
seeds. Farmers’ incomes cannot start growing at 15 per cent annually
compounded in any case, and definitely not if your policies obsess
over the fetishes of the RSS than embrace modern science. But that
reckoning is still six years away. A change in emphasis now is
probably a good political palliative - or the only plausible one.

The three areas of widely acknowledged good news — highways, power and
railways — are the Modi government’s chosen engines of growth and
investment. Each is led by a hard-working, modern,
performance-oriented minister. The lesson, therefore, is simple. Even
if you want to only improve the government and not minimise its role,
you can need top-quality ministers. That this council has so few of
them is a big cause for concern. The most important lesson of 21
months in power is that India is more complex than Gujarat, which a
brilliant chief minister could carry just on his own shoulders. India
needs a larger team, and ministries like agriculture, rural
development, health and, indeed, human resources development also need
firing. Does Modi accept that? The Budget can't tell us. Wait for the
Cabinet reshuffle, if there is one.

The author is a journalist

III.
From: CPIML LIBERATION <[email protected]>

A Budget of Betrayal Arun Jaitley doesn’t Address the Burning Issues
Facing The Common People and The Indian Economy

New Delhi, 29 February 2016.

[The budget does not even mention the Food Security Act which is yet
to be implemented in full.]

The budget presented today by Finance Minister Arun Jaitley does not
address the burning issues facing the common people and the Indian
economy, while blaming “an unsupportive global environment, adverse
weather conditions and an obstructive political atmosphere” for the
growing economic hardship.

***The budget does not even mention the Food Security Act which is yet
to be implemented in full*** [emphasis added]. The only reference to
public distribution system is made in the form of proposed
‘automation’ of three lakh fair price shops. While promising an
increased emphasis on irrigation, the government has done little to
address the credit crunch and procurement crisis which lie at the
heart of the deepening agrarian crisis that continues to drive
thousands of Indian farmers to suicide in every month.

The vague promise of setting up a funding agency for higher education
with a meagre corpus of Rs 1,000 crore does in no way address, let
alone answer, the crisis on the higher education front where students
from middle class and poor backgrounds are being systematically priced
out. There is no major initiative on the health sector either – the
government seems to be only interested in leaving poor patients at the
mercy of an increasingly expensive and ever expanding PPP mode.

While as many as 75 lakh middle class households responded to the
government’s appeal to give up LPG subsidy, the super rich continues
to violate tax laws and default on repayment of bank loans. Yet, the
government has extended no benefit to the middle class while
continuing to pamper the rich with greater exemptions, tax amnesties
and even incentives to violate the laws of the land. The regressive
character of India’s taxation policy has been further reinforced in
this year’s budget with the government going for added cess and
surcharges on goods and services, leaving corporate tax rates
unchanged and announcing only a minor increase of 3% surcharge on
annual personal income of more than Rs one crore.

The huge jump in the allocation of the road transportation sector from
Rs 28679 crore in 2014-15 to Rs 69,422 in 2015-16 (revised estimate)
to 1,03,386 crore in this year’s budget clearly shows the government
is bearing a growing burden of road construction projects while the
private players in PPP mode are walking away with all the benefits.

Indian banking sector is reeling under the burden of huge corporate
defaults and the Rs 25,000 crore allocated for recapitalisation of
banks will hardly provide any cushion to the public sector banks. The
announcement of lowering of government stake in IDBI from more than
80% at present to less than 51% clearly indicates that the government
is only interested in using the banking sector crisis as a pretext for
privatisation.

CPI(ML) appeals to all to press the government to provide for
immediate full implementation of the Food security Act, expansion of
MNREGA, availability of greater quantities of easier and cheaper
credit for farmers and for people engaged in various
livelihood-related projects and small enterprises and increased
allocation on health and education fronts.

(Dipankar Bhattacharya)

General Secretary,

CPI(ML)
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Peace Is Doable

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