Thursday, March 21, 2019

Dinesh Kamath's Editorial 'Is RBI’s dollar-rupee swap a good idea?' that was published in Newsband


Is RBI’s dollar-rupee swap a good idea?
The Reserve Bank of India came up with a decision to resort to a dollar-rupee swap. The RBI will purchase $5 billion from banks in exchange for rupees. For the banks, it is a way to earn some interest out of the forex reserves lying idle in their kitty. The move will have implications for the currency market even as it helps shore up the RBI’s dollar reserves.
The rupee’s recent rally against the dollar has been halted by the RBI’s decision to infuse rupees and suck out dollars through the swap scheme. Even so, it is worth noting that the rupee has appreciated significantly in value terms against the dollar since the low reached in October as foreign investors have begun to pour money into the Indian economy.
The dollar-rupee swap is a useful addition to the RBI’s policy toolkit as it offers the central bank a chance to directly influence both the value of the rupee and the amount of liquidity in the economy. It can be an effective way to lower private borrowing costs as well. The coming elections, which can lead to an increase in cash withdrawals from banks, may have also played a role in the RBI’s larger decision to boost liquidity in the system. Businesses could benefit from the greater availability of liquidity,
Both RBI and Government of India still continue to work on the "Window dressing" formulas, instead of aiming for creating conditions for Investment inflow into Business/Industry that help Value Addition. This has been India's problem for almost five years now. Unless India attracts investments on Productive systems adding Value to Local resources, thereby generating more Jobs, any "money manipulation" and arithmetic jingoism in terms of Dollar-Rupee swap etc - cannot help. We may end up in bigger fiasco.
India keeps saying that we should move away from U.S. dollar hegemony and adopt multi currency standards, such as Euro, Japanese Yen and Chinese Yuan. But RBI (and India) repeatedly goes after the USD. Some people ask, “Why not do a Euro-Rupee swap or a ChineseYuan-Rupee swap, instead of the almighty dollar?” But US has more takers in India.

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