!-- Begin Web-Stat code 2.0 http -->

Sunday, May 26, 2013

Imagine Imported Cars, Chocolate, Wine, But Without Those Rapacious Prices



Imagine Imported Cars, Chocolate, Wine, But Without Those Rapacious Prices

Indian high-rollers fit the description  well because they acquire what they want or aspire to without letting some of the highest indirect taxes on everything dampen their “animal spirits”.

 This is as our most dispirited Prime Minister ever puts it. That is also why they put up boards welcoming Indian tourists in the picturesque cantons of Switzerland. Contrary to supposition, we are good spenders when we are on vacation, even though we know value when we see it.

Imagine though, buying a sexy new S Class Mercedes Benz sedan for say Rs. 40 lakhs, instead of nearly a crore. This could be reality before we get into 2014, because India is almost there in terms of a historic free trade agreement. Officially named the Bilateral Trade and Investment Agreement (BTIA) with the EU, it has already been in the negotiating for 7 years now.

The BTIA covers practically all the trade between the EU and India and the sticking points have been the one-sided nature of some of the European demands without adequate concessions of their own to the Indian ones. So what is likely to come about first are the easy bits under a broad agreement while negotiations will continue over more complicated and contentious areas of bilateral commerce and industry.

Most recently, Commerce and Industry Minister Anand Sharma met with  the EU Trade Commissioner  Karl De Gucht on April 15, 2013 in Brussels, and opined that the talks were going well and that the two sides would be meeting again in June 2013.

The EU wants India to authorise significant duty cuts on auto, wines, spirits and dairy products besides a hike in the FDI cap on insurance sector and a strong intellectual property regime so that they can let us at their software. India too wants, most crucially, “data secure status”, which will give our IT industry access to all kinds of high-end specialised software.

The Europeans however are stuck on perceived threats of piracy and unauthorised replication of proprietary software. But the lure of substantial potential sales are likely to overcome their misgivings.

It must be said here that over the years since 2007, India has, unilaterally, reduced overlapping and exorbitant import duties quite a bit, on its own. So they have certainly moderated from their stratospheric levels, as India walks the path to becoming less protectionist and swadeshi and more globalised and market- friendly. But as usual there is a long way to go.

The circumstances of the EU however have drastically altered for the worse since 2007, thereby eroding its negotiating leverage. Therefore, Chancellor Angela Merkel of Germany, the most powerful country in the EU, who met on the subject with Prime Minister Manmohan Singh too, thinks an agreement  is in the offing soon.

India wants more visas for its professionals, particularly its IT wonks, to visit and work in the EU and fewer, less stringent restrictions on what it must do on the ground here in India.

There have already been 16 rounds of negotiations since 2007, but the pace is picking up significantly now.
From the consumer’s point of view, the goodies expected to come in at vastly lesser cost are in the nature of a bonanza. From the balance of trade point of view it could be a win-win for both sides at a time when the EU does not have very much to cheer about. 

The EU wants access to multiple sectors of the Indian economy while softening its stances on regulatory, sustainability and environmental issues. However, a few items are definitely ahead of the rest.

The local car makers including those who have sunk substantial investments in putting in manufacturing and assembling facilities in India, the IMFL wallahs, the Nasik wine growers, maybe also multi-nationals and big local operators like Cadbury, Amul, Nestle India and their ilk, may not be too thrilled, but will have to reconcile themselves to the inevitable.

But they will get over it soon enough, when their obstructionist lobbies seem destined to be brushed aside. Because despite the duty cuts stacked at  well over 100% on all imported cars, wines, spirits and even chocolates, apart from duties on duties, central excise and state taxes, the domestic manufacturers get several concessions and advantages that can keep them ahead of the imported brigade. Of course, they will have to shift for themselves now and stop hiding behind the rhetoric of poor farmers threatened, livelihood issues etc.

It will mean healthy competition, modernisation, streamlining. The competition will sometimes be between their own imported product lines versus the India made ones, and better quality and specifications all around.
But despite Left-wing murmurs, no real unfairness or body blows to domestic agriculture, commerce or industry are likely that will sink it. People who make those type of noises are living in the past or are working their vested interest. After all, misinformation is cheap to disseminate, but gearing up for market share may not be.

 Again, it is the consumer, and quite often the suppliers and producers also, who will benefit. Our sizeable population of 1.21 billlion is the attraction for both the foreign and domestic players and the potential of their buying power will overcome all obstacles. Right now there is a great deal of unexploited demand because of artificially high prices preventing uptake.

The two-way trade with the EU is logged in at over $91 billion per 2010-11 figures, but if even elements of the broad spectrum BTIA is implemented this year, the figures could double. And that is nothing to sniff at.

(923 words)
May 26th, 2013
Gautam Mukherjee

No comments: