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Pakistan : Asia's next growth engine

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http://asia.nikkei.com/Politics-Economy/Economy/Pakistan-Asia-s-next-growth-engine

Pakistan: Asia's next growth engine
MASATO HORIE

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The Pakistan Stock Exchange's building in Karachi © Reuters

With a gross domestic product per capita of 1,500 dollars, roughly half that of the Philippines and Indonesia, Pakistan ranks as a poor country by many standards. However, with a young and growing population coupled with increased stability, the South Asian country has remarkable potential for growth.

The country's land forces rank fourth in the world in terms of personnel numbers, while its air force has a total of 456 combat aircraft. Its fleet includes highly advanced craft such as U.S. fighter F-16 Fighting Falcon. And that is without even touching on the country's nuclear arsenal.



Pakistan's military strength is in part a result of hostile relations with neighboring India, with whom conflict has erupted on numerous occasions since the two achieved independence.

Another factor is Pakistan's geopolitical position. The country gained huge strategic importance after developments in surrounding countries altered the regional landscape in the latter half of the 20th century. The Soviet Union's 1979 invasion of Afghanistan and the Iranian Revolution the same year saw Pakistan's military benefit from U.S. financial support.

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Islamabad in recent years has been no less important in terms of the fight against the Taliban in Afghanistan -- although Pakistan itself has seen a rise in terrorist activities.

Insurgents based in Khyber Pakhtunkhwa along the Afghan border are believed to be behind many of the attacks, but political and religious tensions elsewhere in the country have also contributed to security concerns.

Domestic problems have not helped Pakistan's reputation on the international arena, and were damaged further when nuclear expertise, including uranium enrichment technology, was found to have been leaked to North Korea, Libya and Iran.

Yet despite its troubled image, Pakistan is gradually emerging as an economy with significant growth potential.

It is one of the "Next 11" countries identified as the next emerging forces after BRICS -- Brazil, Russia, India, China and South Africa. Pakistan's inclusion is predicated on a population of 190 million, making it the sixth most populous country in the world.

In addition, Pakistan's young population is growing, meaning that it is likely to enter a period of "demographic dividend," in which the percentage of the workforce against total population rises to high levels for the next four to five decades, helping to accelerate economic growth.

In recent years, Pakistan has maintained a civilian government, going some way to projecting an image of greater political stability.

Thanks to positive developments, there are also signs that international financial players are turning their attention to Islamabad's way.


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MSCI, a prominent provider of stock indices, announced in June that it will reclassify Pakistan into its Emerging Markets Index from the Frontier Markets Index, having downgraded it in December 2008

Apparently MSCI has a renewed positive view on the country now that it has maintained solid economic growth on the back of continued loans from the International Monetary Fund and falling oil prices, and that its stock market has been on a steady rise.

Provided safety concerns continue to be addressed, Pakistan has the potential to become one of Asia's growth engines.


Masato Horie is senior economist at Mitsubishi UFJ Research and Consulting.

@A-Team @Nilgiri
 
We might reach even 7% by 2020 but i doubt we can sustain it in long run.

Our export is falling and LSM growth is down to less than 3% with FDI again down by 11%.

We have to fix things from basic if we want a sustained growth rate like india or bangladesh for decades.
 
Our export is falling and LSM growth is down to less than 3% with FDI again down by 11%.

With that how do you expect to reach 7%- The remittance flow is down, exports are down, FDI is down- Govt- is under circular debt so investment from their side is not possible- All the indicators show tough to maintain the current figures or worse any Growth at all- 7% seems too far fetched-
 
We might reach even 7% by 2020 but i doubt we can sustain it in long run.

Our export is falling and LSM growth is down to less than 3% with FDI again down by 11%.

We have to fix things from basic if we want a sustained growth rate like india or bangladesh for decades.
7% is the target set by the Government for 2017-2018; I think.

Exports and FDI will surge once CPEC is completed.
 
The key now is to maintain political stability, mending our image in whatever small ways we can, fixing the security situation, and ensuring the success of current investments and opening the door for more.

We do that and there won't be much stopping the economy growing at a good pace.

With that how do you expect to reach 7%- The remittance flow is down, exports are down, FDI is down- Govt- is under circular debt so investment from their side is not possible- All the indicators show tough to maintain the current figures or worse any Growth at all- 7% seems too far fetched-

7% is ambitious. Growth forecasts are about 5% according to the IMF and World Bank, despite only marginal gains in FDI, FDI isn't down as such, it surged in 2014, and fell in the last fiscal year, but it is still up compared to previous years post 2008. IMF loans have ended, though we've missed some IMF targets for external debt, they keep saying reform can pay for other shortfalls which basically is the standard IMF goal of economic liberalisation, privatisation and deleveraging. IMF's previous programmes have just ended for Pakistan, and while circular debt is still a problem, it's decreasing. Industry though weak is showing some admirable work despite the energy crisis and lack of investment in previous years. This will soon change as the energy shortfall is expected to be cut drastically, investments might well improve too, and infrastructure projects will lead some of that revival.

So yeah, 7% growth is ambitious now, but it might not be so in a few years time.

Exports and FDI will surge once CPEC is completed.

CPEC is not a single project and won't be 'completed' any time soon. It's a portfolio of investments, with varying aims and sectors, varying amounts of investments and time frames. New additions to the portfolio might even be added 10 years from now.

It's a big deal, but it needs to be properly understood for what it is.
 
The first thing needed to bring in FDI's and sustain growth, is overhauling the Police Forces, and having a transparent Judiciary.

Although the current Chief Justice seems to be a gem of a guy, the whole law & order system needs an overhaul.
 
The key now is to maintain political stability, mending our image in whatever small ways we can, fixing the security situation, and ensuring the success of current investments and opening the door for more.

We do that and there won't be much stopping the economy growing at a good pace.



7% is ambitious. Growth forecasts are about 5% according to the IMF and World Bank, despite only marginal gains in FDI, FDI isn't down as such, it surged in 2014, and fell in the last fiscal year, but it is still up compared to previous years post 2008. IMF loans have ended, though we've missed some IMF targets for external debt, they keep saying reform can pay for other shortfalls which basically is the standard IMF goal of economic liberalisation, privatisation and deleveraging. IMF's previous programmes have just ended for Pakistan, and while circular debt is still a problem, it's decreasing. Industry though weak is showing some admirable work despite the energy crisis and lack of investment in previous years. This will soon change as the energy shortfall is expected to be cut drastically, investments might well improve too, and infrastructure projects will lead some of that revival.

So yeah, 7% growth is ambitious now, but it might not be so in a few years time.


The fiscal balance sheet needs to be straightened for 7%- For that the circular debts have to go- Industry has never been the Growth engine for Pakistan when It was doing good- expecting too much from industry will not be realistic- What Pakistan needs to do is strengthen Agriculture, rural infrastructure and power- Food processing etc- This will also reduce lawlessness and ensure some peace for long periods-

Given Pakistan's small economy- a surge in investment from China or Foreign aid may push up growth rate high for a year or two- But that would be only for short period and will not sustain-
 
lol, ive been hearing this forever. Nothing will change unless some serious reforms take place.
 
The fiscal balance sheet needs to be straightened for 7%- For that the circular debts have to go- Industry has never been the Growth engine for Pakistan when It was doing good- expecting too much from industry will not be realistic- What Pakistan needs to do is strengthen Agriculture, rural infrastructure and power- Food processing etc- This will also reduce lawlessness and ensure some peace for long periods-

Given Pakistan's small economy- a surge in investment from China or Foreign aid may push up growth rate high for a year or two- But that would be only for short period and will not sustain-

Yeah, I agree with that. Fiscal deficit is on the downward trend, but hovering at around -5% despite all the short term boosts like low oil prices, foreign assistance, actually now would not be the time to cut it more. As for Chinese investments, there'll be a mounting bill for those too, profit repatriation increases is partly what's been causing low net inflow numbers. But these aren't the only Chinese investments, the Chinese actually need to invest, and this will continue in to the foreseeable future. You'll see more similar announcements under the name of current projects.
 
our economy is 10x yours and we are growing at 7.6% yet we are not considered Asia's growth engine, how can pakistan with 4% be considered the engine??
 
our economy is 10x yours and we are growing at 7.6% yet we are not considered Asia's growth engine, how can pakistan with 4% be considered the engine??

That's probably why it says 'Next', meaning potential.

Being a smaller country with better per capita resource ratio, if Pakistan can gets its political stability and avoid terrorism, it can grow its economy much faster than India.
 
We might reach even 7% by 2020 but i doubt we can sustain it in long run.

Our export is falling and LSM growth is down to less than 3% with FDI again down by 11%.

We have to fix things from basic if we want a sustained growth rate like india or bangladesh for decades.

Once our energy needs are met.. it is safe to say our exports will increase.
 
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That's probably why it says 'Next', meaning potential.

Potential means nothing. Congo has the potential to be the richest country in the world with a per capita income of 1 million if their minerals are extracted. In reality they have an income of $500.
 
Potential means nothing. Congo has the potential to be the richest country in the world with a per capita income of 1 million if their minerals are extracted. In reality they have an income of $500.
Their Minerals are being extracted...from foreign powers.
 
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