La encrucijada del crecimiento en India

MANILA – La continua desaceleración en las principales economías mundiales está afectando al crecimiento en Asia. Probablemente las mayores economías de la región reciban una pesada carga, en especial sus dos gigantes: India y China. En ambos países, el sector externo claramente se ha visto golpeado con dureza, mientras que el consumo local se está estancando. En India, la inversión en activos fijos solo aumentó el 2,3 % durante el primer semestre de 2012, cuando el año anterior el aumento había sido del 9 %.

A diferencia de China, que ha mostrado claros signos de estabilización desde mediados de 2012, aún no hay evidencias evidentes de recuperación en la India, ya que la demora en la implementación de las reformas necesarias, junto con otros factores, ha debilitado la competitividad de la economía. Si bien se espera que las recientes medidas gubernamentales impulsen la revitalización de la economía, un desafío adicional es que el crecimiento debe ser sostenible y más inclusivo, algo que requiere trabajar sobre cuatro cuestiones clave.

La primera son las mejoras en el sector de servicios. La India ya cuenta con un gran sector de servicios, que ha sido una importante fuente de crecimiento. Considerando la joven y creciente población del país, el sector de servicios debe crear más empleos para los millones de personas que se unirán a la fuerza de trabajo cada año.

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