IMF Forecasts GDP Fall in India to 4.9% in 2012, Call for High Interest Rates

Indian growth may weaken to a decade-low this year after investment stalled, the International Monetary Fund said, as it called for interest rates to remain unchanged until the nation’s high inflation rate eases.

Gross domestic product will rise 4.9 percent in 2012, the Washington-based lender said in its World Economic Outlook report on 9 October, less than a July forecast of 6.1 percent. The expansion will accelerate to 6 percent next year, it said, helped by improving overseas markets and a boost to confidence from a recent government policy revamp.

“The outlook for India is unusually uncertain,” the IMF said. “Monetary policy should stay on hold until a sustained decrease in inflation materializes.”

The IMF said. “Structural reform also includes tax and spending reforms, in particular, reducing or eliminating subsidies, while protecting the poor.”

Fiscal Deficit Widens to 9.5% of GDP

The government’s recent policy changes are “very welcome,” the fund also said. Its forecast for economic growth in 2013 compares with an estimate of 6.5 percent in July.

India’s overall fiscal deficit may widen to 9.5 percent of gross domestic product in 2012, compared with a projection of 8.3 percent in April, according the IMF’s figures. The shortfall will be 9.1 percent next year, higher than April’s estimate of 8.2 percent. The gap was 9 percent in 2011, the IMF said.

While such steps are “significant,” underperforming tax revenues and demand for more social spending because of a below-average monsoon season are among obstacles to narrowing the fiscal shortfall, according to the fund.

Rupee Rises

India’s rupee has strengthened about 6 percent against the dollar since the nation started the policy revamp, paring its decline in the past year. The currency climbed 0.7 percent to 52.2675 per dollar, while the BSE India Sensitive Index of stocks advanced 0.8 percent.