Transcript for:
Bangladesh's Economic Growth and Prospects

Bangladesh has rapidly grown over the past  decades. They have outshined many of the   world’s leading developing economies. Data from  the International Monetary Fund (IMF) shows that   Bangladesh's gross domestic product (GDP) stood  at only 61 billion US dollars. Their GDP per   capita was only 483 dollars. In 2023, however,  Bangladesh’s GDP per capita would grow to over   2,620 dollars which puts their per capita  higher than India and Pakistan. Their GDP   is also now estimated to be 446 billion dollars.  Many observers, economists and lawmakers are now   projecting Bangladesh to become the next trillion  dollar economy. How are they going to become a one   trillion dollar economy? Well, that’s what  we are going to discuss in today’s video. Let’s first talk about the feasibility of being  a one trillion dollar economy. A study published   by the Boston Consulting Group (BCG) said that  over the period between 2016 to 2021, Bangladesh   emerged to outpace major Asian peers such as  India, Indonesia, Vietnam, the Philippines,   and Thailand. Bangladesh grew at a rate of 6.4  percent during this five-year period. This is   above Vietnam’s growth rate of 5.4 percent,  India’s growth rate of 3.9 percent, Indonesia   at 3.4 percent, the Philippines at 3.1 percent  and the world growth rate of 2.9 percent. The BCG report said that a significant  driver to become a trillion dollar economy   for Bangladesh is its domestic consumer market. These consumer markets will drive consumption.  Bangladesh’s GDP relies heavily on household   consumption, which accounted for  approximately 69 percent of the GDP   in 2021. What is consumption? It is  the action of using up a resource   or purchasing goods and services for use by  individuals or households. In economic terms,   consumption represents the end of the  production process and the primary driver   of economic activity. When individuals  or households consume goods and services,   they create demand, which in turn stimulates  production, employment, and investment. A HSBC report said that Bangladesh is  expected to be the fastest-growing consumer   market globally over the next decade,  emerging as the ninth-largest consumer   market by 2030. This growth will surpass  established markets like the UK and Germany,   and high-growth peers such as Vietnam and  Thailand. The surge in the middle and affluent   class (MAC) population is a major driver of  this demand. According to a 2015 BCG study,   the MAC population was expected to grow from  around 12 million in 2015 to approximately 19   million by 2020, and reach about 34 million by  2025, making up 17% of the overall population. Another essential piece to the trillion dollar  story is the country’s Young, Growing Workforce.   Bangladesh boasts a young workforce ready to  create value in this high-growth landscape.   The median age in Bangladesh is 28 years, younger  than Indonesia (31), India (29), Thailand (39),   Vietnam (32), and the global average of 30 years.  Over two-thirds (68.4 percent) of the population   is of working age, with 114 million working-age  citizens ready to contribute to the economy. Finally, Bangladeshi households are financially  resilient due to high savings and low national   debt. The nation's high savings rate averages  more than a third (34 percent) of GNI,   compared to the global savings rate  of 27 percent. Household consumption,   making up about 69 percent of GDP,  shields the economy from external   shocks. Bangladesh’s national debt levels  are low compared to other Asian peers,   standing at just 19 percent of GDP, in contrast  to 39 percent in Vietnam, 41 percent in Indonesia,   53 percent in Thailand, 56 percent in  India, and 61 percent in the Philippines. Let’s break this down further. Having a  high savings simply means that a significant   portion of the national income is being set  aside for future use rather than being spent   immediately. This creates a buffer that can  absorb economic shocks, whether they arise   from global financial instability, natural  disasters, or domestic economic disruptions.   In practical terms, it means that individuals  and businesses are better positioned to weather   periods of economic difficulty without drastically  reducing their consumption or investment. High household savings rates contribute  to the availability of domestic capital,   which can be utilized for investments in  infrastructure, education, and healthcare.   These investments are crucial for long-term  economic growth and development. Furthermore,   high savings rates can lead to lower  dependency on foreign capital, reducing   vulnerability to external financial crises  and ensuring greater economic stability. Low national debt also plays a crucial role  in Bangladesh's financial resilience. With   national debt levels at just 19 percent of  GDP, the country has greater fiscal space   to respond to economic downturns or to invest  in development projects without the burden of   high interest payments. This low debt level means  that the government can allocate more resources   to vital public services and infrastructure  projects, further stimulating economic growth. In contrast, countries with higher  national debt levels often have to   dedicate a significant portion of their budgets  to debt servicing, which can limit their ability   to invest in growth-promoting activities.  This situation can create a vicious cycle   where high debt levels lead to slower  growth, which in turn makes it harder   to reduce debt. Bangladesh’s prudent fiscal  management has enabled it to avoid this trap,   maintaining a sustainable debt level that  supports economic stability and growth. The BCG further said that the Bangladesh  government is also helping the economy   thrive. The government’s public  spending has more than quadrupled   from 532 billion Bangladeshi takas in  2012 to 2,254 billion takas by 2022. Then, another important player is Bangladesh’s  dynamic private sector. The country is a key   player in the global textile and apparel  supply chain, with domestic companies   expanding their global presence. The  telecom industry, led by GrameenPhone,   Robi, and Banglalink, has positioned Bangladesh  as the ninth-largest mobile market in the world. The Bangladesh startup ecosystem has flourished  over the past decade, with more than 1,200 active   startups focusing on sectors such as FinTech,  logistics, mobility, and e-commerce. bKash,   the nation’s first unicorn, achieved significant  success with SoftBank acquiring a 20 percent stake   in November 2021. Other startups like ShopUp,  ChalDal, and Pathao are also on the path to   unicorn status, reflecting robust growth. The  startup industry has raised over $700 million,   with government support through the ICT Division's  flagship venture capital fund, Startup Bangladesh. Other sectors are making their mark  on the global stage, with companies   like PRAN-RFL expanding in Africa and the  Middle East, and pharmaceutical firms like   Renata entering markets in Europe, the  UK, and the US. Notable local companies,   including Square Pharmaceuticals and  Fortune Shoes, have been recognized in   the Forbes list for the Asia Pacific region  for their exceptional corporate performance. There are also global growth companies  from Bangladesh. The most dominant one   is Walton. They operate in the Electrical  & Electronics (E&E) market, and are now   expanding globally. By acquiring three European  brands with trademark rights in 57 countries,   Walton is positioning itself for international  growth. The company plans to establish a contract   manufacturing arm in Mexico to access the US  market, further solidifying its global footprint. Finally, to fuel the country’s corporate  industry. They must learn how to leverage   more debt to grow. Currently, Bangladesh’s  corporate sector is primarily fueled by   private capital and self-funding, with Emerging  Champions focusing on private investments rather   than raising funds through capital markets.  Unlike global counterparts, Bangladeshi firms   have lower debt levels, with 42 percent of  public companies having a debt-to-capital   ratio below 20 percent, compared to the S&P  1200 median of 42 percent. This conservative   approach presents an opportunity for Bangladeshi  firms to leverage more debt to drive growth. Now, we want to finally understand when Bangladesh  will become a trillion dollar economy. Well,   it all depends on the growth rate that the country  has every year. The BCG report projects that if   Bangladesh were to have an annual GDP growth rate  of 10 percent, they would immediately reach the   one trillion dollar economy by approximately  2031. But 10 percent is a high barrier. With a   5 percent growth rate, however, the economy will  become a trillion dollar economy before 2040. A   modest 5 percent growth is attainable, considering  the country’s numerous opportunities available. Now, let’s talk about the challenges.  Are there any challenges that can halt   Bangladesh’s growth rate? Well, there  aren’t really any significant barriers   to their growth. The country’s debt is  still relatively small. On top of that,   there are huge amounts of foreign investments  flowing into the country. This gives them a   confidence laid out by the international  community, as well as, an inflow in   foreign currencies which further bolsters its  reserve system that can keep debt issues away. The only challenge that can stop or  halt Bangladesh’s advance is arguably   the government. If the government  fails to deliver its citizens,   either through corruption or other  means, then the economy may stall or   slow down unexpectedly. But anyway, do let  us know what you think. Thanks for watching!