3 Comments

Hi. As always, enjoyed reading it!

A question on the imports effect on GDP - conceptually, wouldn't higher imports lead to a drop in consumption of domestically produced goods? As consumers are going to buy a fixed amount of goods at the end of the day.

Expand full comment
author

Hi Param, thanks. You are assuming that all imports are final consumer goods, which isn't the case. A significant portion of imports is for machinery and other intermediate goods essential for producing goods domestically. Conceptually, higher import tariffs are leading to 'deadweight loss' - some of the domestic goods just aren't economically feasible and hence not in the market because the intermediate goods become costlier. Hope this helps. Cheers.

Expand full comment

Oh alright - so is it also important to analyse whether GDP growth stemmed from -

1. Increase in consumption of goods similarly priced

2. Or from higher priced goods (as a result of inefficiently produced domestic goods because of import substitution)

So inflation would capture the increase in prices, but by reading inflation figures, I dont think the cause can be identified (switch to domestic manufacturers or general rise in prices).

Hope I'm making sense here.

Expand full comment