UPSC MainsECONOMICS-PAPER-I202410 Marks150 Words
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Q4.

Examine the role of treasury bills in controlling money supply.

How to Approach

This question requires a focused answer on the mechanism of treasury bills (T-bills) and their impact on the money supply. The answer should define T-bills, explain how the Reserve Bank of India (RBI) uses them as an instrument of monetary policy, and detail the process through which they affect the money multiplier and overall liquidity in the economy. A structured approach covering definition, mechanism, impact, and limitations will be effective. Mentioning recent trends in T-bill issuance and absorption is also beneficial.

Model Answer

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Introduction

Treasury Bills (T-Bills) are short-term debt instruments issued by the Government of India, typically with maturities of 91 days, 182 days, and 364 days. They are a crucial component of the country’s money market and serve as a primary tool for the Reserve Bank of India (RBI) to manage liquidity and control the money supply. In recent years, the RBI has increasingly relied on T-bills, particularly during periods of fiscal stress, to meet government borrowing requirements while simultaneously influencing monetary conditions. Understanding their role is vital for comprehending the dynamics of macroeconomic management in India.

Understanding Treasury Bills

T-Bills are sold at a discount to their face value, and the difference between the purchase price and the face value represents the investor’s return. They are highly liquid and considered risk-free, as they are backed by the sovereign guarantee of the Government of India. They are primarily issued through auctions conducted by the RBI.

Mechanism of Controlling Money Supply

The RBI utilizes T-Bills as a tool of open market operations (OMO) to influence the money supply. The process unfolds as follows:

  • Selling T-Bills: When the RBI wants to reduce the money supply (contractionary monetary policy), it sells T-Bills to commercial banks and other financial institutions.
  • Impact on Bank Reserves: Banks purchase these T-Bills using their excess reserves. This reduces the amount of reserves available with commercial banks.
  • Money Multiplier Effect: A decrease in bank reserves leads to a contraction in the credit creation potential of the banking system through the money multiplier effect. The money multiplier is calculated as 1/Reserve Requirement Ratio (RRR).
  • Reduced Liquidity: The overall liquidity in the market decreases, leading to higher interest rates and curbing inflationary pressures.

Types of Treasury Bills and their Issuance

Type of T-Bill Maturity Issuance Frequency
91-day T-Bill 91 days Regular (Weekly)
182-day T-Bill 182 days Regular (Weekly)
364-day T-Bill 364 days Regular (Weekly)

Recent Trends and Effectiveness

In FY23, the RBI significantly increased the issuance of T-Bills, particularly the 91-day variety, to manage government borrowing and liquidity. This was partly driven by the need to absorb surplus liquidity in the banking system following the COVID-19 pandemic. The effectiveness of T-Bills in controlling money supply depends on several factors, including the responsiveness of commercial banks to changes in reserve requirements, the overall demand for credit in the economy, and the level of investor confidence.

Limitations

While effective, T-Bills are not a foolproof solution. Their impact can be limited if:

  • Banks have limited excess reserves to begin with.
  • There is strong demand for credit, offsetting the contractionary effect.
  • Market participants anticipate a reversal in monetary policy.

Conclusion

Treasury Bills play a significant role in the RBI’s toolkit for managing the money supply and maintaining price stability. By strategically issuing and absorbing T-Bills, the RBI can influence liquidity conditions and steer the economy towards desired macroeconomic outcomes. However, their effectiveness is contingent upon various economic factors and requires careful calibration alongside other monetary policy instruments. Continued monitoring of market dynamics and adaptive policy responses are crucial for maximizing the benefits of T-Bills in a dynamic economic environment.

Answer Length

This is a comprehensive model answer for learning purposes and may exceed the word limit. In the exam, always adhere to the prescribed word count.

Additional Resources

Key Definitions

Reserve Requirement Ratio (RRR)
The Reserve Requirement Ratio (RRR) is the percentage of a bank’s total deposits that it is required to keep with the central bank as reserves.

Key Statistics

In FY23, the RBI issued T-Bills worth ₹8.45 lakh crore, a significant increase compared to previous years.

Source: RBI Annual Report 2022-23 (Knowledge Cutoff: Dec 2023)

As of December 2023, the statutory liquidity ratio (SLR) stood at 18%, impacting the amount of funds banks can invest in T-Bills.

Source: RBI Statistical Tables (Knowledge Cutoff: Dec 2023)

Examples

RBI’s Response to COVID-19

During the COVID-19 pandemic, the RBI injected liquidity into the market through various measures, including reducing the Cash Reserve Ratio (CRR) and conducting long-term repo operations (LTROs). Subsequently, as liquidity surged, the RBI increased T-Bill issuance to absorb the excess liquidity and prevent inflationary pressures.

Frequently Asked Questions

What is the difference between T-Bills and Government Bonds?

T-Bills are short-term instruments (less than a year), while Government Bonds have longer maturities (typically more than a year). T-Bills are sold at a discount, while bonds usually pay a fixed coupon rate.

Topics Covered

EconomyMacroeconomicsMonetary PolicyFinancial MarketsMoney Supply