The company in its issue Eight Flashnotes released on Friday
said the government plan, which means growing the value of real GDP from N74.6
trillion in 2022 to N92.5 trillion by 2026 representing an increase of N17
trillion in 4 years, is “not feasible”.
It noted that while GDP growth rate of three per cent was
assumed in the first year, going by World Bank’s projection for 2023, the
economy would have to grow by an average of seven per cent for the subsequent
three years and moving growth from a forecasted three per cent in 2023 to at
least seven per cent in 2024 and afterwards, which seemed overly ambitious.
It added that the achievable GDP growth rate within the next
four years would be around 4-4.5 per cent.
The firm asserted, “We are of the opinion that there is very
limited space to attain a six per cent average real growth rate in four years
or an increase in real GDP by N17tn and an average GDP growth rate of between
4-4.5 per cent at the best is more feasible in the next four years. Even this
will require the country to get its policies right and keep consistent faith
with macroeconomic reforms.”
According to KPMG, challenging macroeconomic environment and
various constraints such as inflation, subsidy removal, and infrastructure
limitations are challenges the government would face to maintain a fine and
delicate balance across economic variables.
Giving further reasons, the multinational company said, “For
example, to grow government revenue to expand government consumption and
investment, it might increase taxes and /or borrow from the private sector.
However, increasing taxes can lower purchasing power and slow consumption
expenditure growth. At the same time private investment may be curtailed as
business earnings are squeezed from slowing demand, higher costs from higher
taxes, and higher interest rates as government borrowing crowds out
private-sector lending and then pushes rates up.
“GDP using the expenditure approach, is the cumulation of
household and government consumption expenditure, private and public
investment, and net exports, which means the president will have to introduce
policies and take decisions that will lead to growth across these variables.
However, taking decisions in one variable can lead to a decline in another.
It added that the initiatives government and the private
sector might also have to put in place to cushion the effects of the removal of
petrol subsidy might also worsen the costs of businesses and leave less for
expansion in the short to medium term, which covers the duration of the
president’s first term and the focus of his growth targets.