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DEMONATISATION AND THE WAY AHEAD


   Curtains are about to draw on Demonetisation exercise, though remonetisation will still need considerable time to be completed. In my opinion, while demonetization was a good idea, it could have been planned and implemented better. The objectives set to be achieved with demonetisation were utopian. The only achievable objective of this exercise should have been elimination of fake currency and may be instil fear in the minds of corrupt. It was possible to eliminate counterfeit currency in the denomination of five hundred and thousand rupees, in case the currency was exchanged with due deliberation and counter checking at all levels. However, the demonetised currency has been deposited in the banks in a rush, as also possibly in a hush-hush manner, especially where it has been deposited and exchanged by banks via backdoor as being reported all over the media. There is a possibility that counterfeit currency may also have been exchanged with new currency in such transactions, thus defeating the only achievable objective of this exercise.

   A surgical strike is an attack that is planned well with full intelligence and surveillance of the enemy, detailed preparations, rehearsals down to minutest drills and launched with surprise and lightning speed. Thus the surgical strike on black money turned out to be a mere cliche as it lacked most of the ingredients for success of such a strike other than surprise and lightning speed.

   Demonetisation has definitely resulted in economic sluggishness. The industrial production has slowed down, perishable crops got partially destroyed, laborers were de-hired and consumption reduced due to cash crunch. The meltdown may be of temporary nature, but will last for minimum six months. This onetime loss due to slowdown and the cost of demonetisation will be the net national loss. The financial dip is besides the promised discomfort of fifty days and loss of nearly one hundred lives. Sadly, some employees of the banking sector who helped converting the black income as also generating additional black income in new currency as commission for their services got added to bandwagon of the corrupt.  

   It is the duty of the State to deal firmly and bring to book money launderers, black marketers, tax evaders, defaulters and criminals. However, it should never ridicule its subjects, even if they oppose its policies. Attempt to create a divide between the rich and poor or successful and unsuccessful has been distasteful because neither every rich or successful person is corrupt, nor every poor and laid back person honest. Thus creating a negative psyche across the length and breadth of the country has been the most serious negative impact of demonetisation.

   In fact, the nation was midway of implementing GST. Our western borders had heated up. Therefore timing of demonetization was strategically wrong. Demonetization could have been pended for better preparations, meanwhile settling scores with Pakistan and implementing GST in totality. The nation was thus caught with both feet in the air. A knockout punch could have been disastrous.

   Lastly, it is incumbent on the Government to facilitate and promote emerging technology for exploiting its dividends. However, it can never be a good idea to suddenly enforce it on the citizens as there are positives and negatives associated with every technology that need to be understood with experience. Various sops and prizes announced to encourage online transactions smack of cheapness.

   Today the problem is with the governors and not the governed. Corruption like everything else trickles from top. Political funding is the most potent creator of black income. Various exemptions and reservations are other causative factors for generating black income.
 
   Actually, Black Money is a myth. Money is either real or fake. However, illegitimate income may be termed as ‘Black Income’. It is also known as ‘Haram ki Kamai’ in common Indian parlance. Most of the black income will always remain invested in property, gold and business for appreciation or spent on lavish ceremonies and affluent life style. A very small portion of it may be held as idle currency that keeps getting devalued continuously, without generating any income.

   The black income generators can be clubbed in two categories. First category is those people whose income is legitimate but they avoid paying thirty percent or less tax to the govt. They are basically business men, self-employed professionals like doctors, lawyers, architects, builders and property dealers. Of course they have to part share this income tax theft as bribes with officials and pay penalties when caught. Second group comprises individuals who earn through illegitimate means and their hundred percent income is black. They are corrupt politicians and officials dealing with procurement and public largely for law enforcement or assessment. The Government should target the second category of black income generators whose cent percent income is illegitimate. The officials will then, automatically round up the first category.

   Income Tax Department should be strengthened to empower them. Besides its regional branching, the department should be reorganized and have specialized branches or officials to target various professions like politicians, government officials, businessmen, industrialists. Their performance should be quantified and further career progression linked to the results in their current assignment. It will ensure equitable targeting of citizens in all walks of life.

   Only those financial transactions that are transacted through the banks should be permitted for computing the expenses by the business entities. This will compel them to pay salaries through banks. Income Tax Act should be amended to lower the Tax rates and remove as many exemptions as possible.

   It should be made mandatory to hold a valid Adhar Card and PAN within a reasonable period of time (say six months or one year depending on the practicability) for registering of birth and death, admission to educational institutions, opening of bank accounts, availing jobs in public and private sectors, transacting business, professional practice, payment of salary and pension, owning property, electricity and water connections, exercise franchise, seeking justice and social security, medical care, using public and organised private sector transport like rail, bus and aircraft services and availing subsidies etc.

   Bringing back ‘XYZ’ lac crores of black money stacked in Swiss Banks is another myth. On recovery, whether this money is distributed equally amongst all the citizens (the promised fifteen lacs per individuals) or remains in the pocket of a few corrupt politicians and industrialists, its infusion into the Indian economy will fuel high inflation. Goods and services will remain constant but the demand will rise with increased affordability. It will also make the laid back people lethargic and counterproductive to economic growth. It is better that this money remains frozen in Swiss Banks out of circulation of our economy. This is the only option to neutralize the black income stacked abroad. Another cliché for this is ‘Chori ka Dhan Mori Mein’, the ‘mori’ being Swiss Banks

   The Government should bank on professional advice, concentrate on macro planning and act deliberately without undue haste. Those who excel in one field need not have even reasonable knowledge of other areas. Therefore endorsing of demonetisation by Babas, actors, sportsmen and other socialists did not repose much confidence in the public. Economists may have ensured better sunshine. Lastly, I am only a Veteran, not an economist. Take my advice with a pinch of salt and lots of pepper!

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