Apr 26, 2012

Vietnam - High inventories bar inflation in Vietnam


The consumer price index (CPI) of April slightly inches up 0.05% against March due to high inventories as a result of shrinking purchasing power.

Deflation will likely occur, thus enterprises and consumers are expecting management agencies to take measures to stimulate demand, said economic experts.

Economist Vu Dinh Anh told that the CPI growth of 0.05% announced by the General Statistics Office accurately reflected the actual situation.

Despite two consecutive fuel price hikes in March and April, prices of commodities do not rise due to the high volume of unsold products when consumption drops strongly.

“The cause of inflation in Vietnam is now the aggregate demand decline, not goods price increase,” said Anh.

Sharing this view, economist Ngo Tri Long said CPI changes in March and April this year are different from what happened in the previous years. Goods prices in the recent two months barely inch up despite fuel price spikes, completely opposite to 2008, when fuel prices surged sharply, pushing up CPI.

He explained the context this year is unlike that in 2008, with the monetary tightening policy of the Government and, more importantly, the dwindling purchasing power leading to high inventories and production stagnation.

Given the April CPI, the country’s target to restrain inflation at the single-digit level this year is to be achieved. Anh said CPI growth of the whole year could even stand at only 5-6%.

However, if that was the case, it would pose risks of deflation, which is more difficult to handle than inflation.

Experts agreed that enterprises are now under the biggest pressure as they are struggling with both input and output problems. Whereas input costs and lending rates stay at high, consumption slows down, resulting in mounting stock of unsold goods.

Anh stressed it would be dangerous if the output problem was not remedied. Enterprises are looking forward to the demand stimulating policies from the Government.

The point is how to lower lending rates so that enterprises can access capital and maintain production, said Long. In addition, tax reduction and measures to improve the financial conditions of businesses and consumers are necessary to stimulate demand.

* Vietnam’s consumer price index (CPI) this month inched up by a mere 0.05% from the previous month, according to the General Statistics Office.

The price indexes of three groups in the commodity basket even fell compared to last month, with the food and catering services group down 0.8%, the housing and building materials group falling 0.44% and the post and telecom group easing 0.01%.

The highest CPI increase of 2.67% from last month was seen in the transport group. However, this increase was still lower than the average CPI of 8.19% last April.

Meanwhile, the indexes of other groups were higher than the average with a rise ranging from 0.2% to 0.56%.

The education group had a rise of 1.63% compared to last month, and this group also had the highest year-on-year rise of 17.89%.

The overall CPI in the first four months went up by 14.57% from the same period last year.

According to experts, the increase of 0.05% in CPI is the slightest rise in the past 21 months despite the strong increase in fuel prices.

Compared to the end of last year, CPI only rose by 2.6%, which showed that inflation is partly curbed.

However, economic experts are still concerned over the production stagnation. The decline in the index of industrial production, and the export volume of major products also dropped strongly while the retail sales of goods and services in the first quarter were not high.

Previously, Hanoi City’s CPI in April was reported to drop by 0.03% month-on-month and rise by 9.52% year-on-year, marking the first time after two years Hanoi’s CPI declined from the previous month.

Saigon Times



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