Tuesday, December 4, 2018

Business Recorder Column December 4, 2018

100 days and still waiting

Rashed Rahman

The Pakistan Tehreek-i-Insaaf (PTI) government led by Prime Minister Imran Khan seems to have a talent for shooting itself in the foot. By pushing the 100-day deadline for demonstrating its progress and policy direction, the government unnecessarily put enormous pressure on itself to live up to the difficult promise. And so it has proved. The government tried to put the best gloss possible on its efforts (through advertisements, for example, headlining: “We’ve been busy”) but the outcome/s seem nebulous, peripheral, and do not inspire confidence.
Everyone knew this government’s team was inexperienced and raw as far as running the country was concerned. Despite the controversy over allegations by the opposition that the 2018 elections were selectively rigged, the parliamentary committee to examine the issue is still bogged down in discussing its Terms of Reference (ToRs). Elections monitoring NGO FAFEN has seemingly given the Election Commission of Pakistan a clean chit in this regards, but the PPP at least has interrogated FAFEN’s findings. The rigging issue may not be resolved anytime soon but the incoming government at least should have shed its public bravado of ‘knowing it all’ and put their heads down, burnt some midnight oil and come out after due deliberation with policies well thought through and therefore not requiring reversal (U-turns) every other day. Instead, despite the claims of having been busy through the first 100 days of its tenure, nothing better characterises the government than dithering, floundering, and just plain incompetence.
The first and urgent priority was obviously the economy. Business confidence was hard to come by even before the government’s hoop-la regarding its 100-day performance. After the claims of ‘progress’ and generalised policy pronouncements to commemorate the 100-day self-imposed deadline, the markets responded emphatically. The rupee suffered a ‘massacre’ at the hands of the dollar, with a new subsequent controversy surfacing on December 3, 2018, according to which the State Bank of Pakistan allowed the rupee’s massive devaluation without informing or getting the nod from the Ministry of Finance. Journalists were therefore justified in asking Prime Minister Imran Khan who exactly was running the government. The stock exchange has voted with massive decline in its index.
All the economic indicators point to disaster. Neither the external current account nor fiscal deficit have been adequately addressed. Bail-outs are relatively niggardly from friendly countries such as Saudi Arabia ($ three billion over three years to bolster foreign exchange reserves, and a rolling credit of $ three billion in the shape of deferred oil import payments). A similar bail-out package is still awaited from the UAE. China has indicated no hard cash, only investments, which are only useful for the long term, no good for resolving the immediate crisis. Malaysia too has chosen the possible investments path. The IMF once again looms as the lender of last resort, with strict conditionalities designed to dampen demand (the basic interest rate raise to 10 percent will have the same effect), impose austerity and thereby put paid to the government’s ambitious plans to generate 10 million jobs and build five million houses. Imports can only be restricted up to a point since around 90 percent are raw materials and plant and machinery without which struggling industry cannot function. Export surpluses are limited and internationally uncompetitive since state-of-the-art technology is still the exception rather than the rule in our industrial sector.
The government is being accused by the opposition and critics as being manned by blind, deaf, incapable people and increasingly being dubbed unlikely to last long. On December 3, 2018, reports said Prime Minister Imran Khan himself had hinted at fresh snap polls. So much for this ‘experiment’. The alarming aspect is there is no Plan B or alternative waiting in the wings except the same opposition parties being maligned (not always unjustly, it must be said) as corrupt to the core.
Corruption is endemic to our system, as the examples of demolished long standing encroachments and the ever so busy activities of the National Accountability Bureau indicate. Sooner or later, the wheel of fortune was expected to, and may have started turning to put the alleged corrupt in the PTI ranks in the dock too. Even ‘perfect’, law-ruled developed countries have their quota of corrupt practices, albeit more by way of exception. This is because capitalism puts material greed at the heart of its system, opening the door to human avarice with no holds barred.
Prime Minister Imran Khan was able to get away with some of his less profound pronouncements in opposition. He is now learning that cannot happen as the prime minister (of which fact he claims he needs frequent reminding). The ‘chicken and eggs’ poverty alleviation idea and demolition of Lahore’s Governor’s House boundary wall are ill thought through floaters. The former has been discredited in its original author Bill Gates’ Foundations efforts in the third world as unfeasible. The latter has attracted a stay order of the Lahore High Court until determination whether the demolition is allowed by the Antiquities Act 1975.
Prime Minister Imran Khan and his PTI government must by now begin to learn to seek sound professional advice and be careful and circumspect in their pronouncements and decisions if they are to reverse the tide of adverse comment and perception building up against them. Otherwise they may be poised to go down as a nine day wonder that turned the country into a laughing stock.







rashed-rahman.blogspot.com

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