Decent growth in the manufacturing sector despite low growth in exports suggests that the domestic household is consuming more manufactured products? Is the import restrictions resulting in some import substitution? Do you happen to have sector by sector data to show where the growth in industry is coming from?
I have thought about the possibility of import substitution helping domestic producers, plus perhaps hundi remittance helping domestic consumer demand. But this conjecture needs to be tested against sectoral data (or at least anecdote).
Do you have a data source showing the growth of solar and batteries for private household, commercial and industrial use? All I can find it is the solar deployed by the state owned utility.
Decent growth in the manufacturing sector despite low growth in exports suggests that the domestic household is consuming more manufactured products? Is the import restrictions resulting in some import substitution? Do you happen to have sector by sector data to show where the growth in industry is coming from?
I have thought about the possibility of import substitution helping domestic producers, plus perhaps hundi remittance helping domestic consumer demand. But this conjecture needs to be tested against sectoral data (or at least anecdote).
Do you have a data source showing the growth of solar and batteries for private household, commercial and industrial use? All I can find it is the solar deployed by the state owned utility.
I don't. Will look into it.