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Impact of budget deficit on growth: A case study of Vietnam

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This study examines the extent to which budget deficit affects economic growth in Vietnam in the 2007-2017 period. Using the panel data regression, where the dependent variable is the economic growth (GDP), independent variables include consumer price index (CPI), foreign direct investment (FDI) and budget deficit (BD), the results show that during the research time frame, budget deficit has a positive correlation with economic growth at a statistically significant level, while no significant correlation is found between CPI and FDI with the dependent variable.

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A case study of Vietnam

Khanh Tuyet Nguyen Thanh Khac Hoai Le

Ngày nhận: 22/05/2019 Ngày nhận bản sửa: 16/06/2019 Ngày duyệt đăng: 27/08/2019

This study examines the extent to which budget deficit affects economic

growth in Vietnam in the 2007-2017 period Using the panel data regression,

where the dependent variable is the economic growth (GDP), independent

variables include consumer price index (CPI), foreign direct investment

(FDI) and budget deficit (BD), the results show that during the research

time frame, budget deficit has a positive correlation with economic growth

at a statistically significant level, while no significant correlation is found

between CPI and FDI with the dependent variable.

Keywords: Budget deficit, Growth, Vietnam Economy

Ảnh hưởng của thâm hụt ngân sách đến tăng trưởng: Nghiên cứu trường hợp của Việt Nam

Tóm tắt: Nghiên cứu này xem xét mức độ ảnh hưởng của thâm hụt ngân sách đến tăng trưởng kinh tế ở Việt

Nam trong giai đoạn 2007-2017 Với hồi quy dữ liệu bảng, biến phụ thuộc là tăng trưởng kinh tế (GDP), các biến độc lập bao gồm chỉ số giá tiêu dùng (CPI), đầu tư trực tiếp nước ngoài (FDI) và thâm hụt ngân sách (BD), kết quả cho thấy trong khung thời gian nghiên cứu, thâm hụt ngân sách có mối tương quan dương với tăng trưởng kinh tế ở mức có ý nghĩa thống kê, trong khi không có mối tương quan đáng kể nào được tìm thấy giữa CPI và FDI với biến phụ thuộc.

Từ khóa: thâm hụt ngân sách, tăng trưởng, kinh tế Việt Nam.

Nguyễn Tuyết Khanh

Email: tuyetkhanh1203@gmail.com

Lê Khắc Hoài Thanh

Email: hoaithanhlk89@gmail.com

Khoa Kinh tế- Du lịch, Đại học Quảng Bình

1 Introduction

Vietnam and many other countries

have been facing numerous issues and

instability that have a great impact on the

macro economy One of the issues is a

state budget deficit which is an extremely sensitive issue, especially in developing countries like Vietnam In the context of global economy with big changes such

as increasing oil and gasoline prices, financial crisis in the US, high inflation

Faculty of Economics and Tourism, Quang Binh University

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rates , finding solutions to adjust a state

budget deficit is urgent and necessary

In Vietnam, the level of budget deficit

is increasing and negatively affecting

people’s living standard as well as the

national economy

In recent years, Vietnam’s economy

has been facing many uncertainties

Although during the period 2007-2017

the GDP showed a positive trend, it grew

at unstable rate, while budget deficit also

sharply increased, especially in the

2012-2016 period (Figure 1)

While studying the causes of these

uncertainties, we have found that besides

the external impacts of the 2008 global

financial and economic crisis, there are

other reasons that need to be mentioned:

(i) ineffective fiscal management, e.g

budget calculation methods that do not

follow the international practices; (ii)

inadequate process of managing and

allocating public expenditures, (iii) raising

government budget ineffectively

Within the research scope, the study gives

an overview of Vietnam’s budget deficit since 2007 to provide a comprehensive view on economic growth and the budget deficit in relation to the growth in both theoretical and practical perspectives

2 Literature review

Experimental studies on the relationship between budget deficit and economic growth also give many heterogeneous results According to Al-Khedair (1997), interest rate increases in the short run due

to budget deficit, but in the long run that impact has not been explored Al-Khedair used the VAR model by selecting a data

of G-7 countries for the period 1964-1993

to observe the relationship between budget deficit and economic growth While he also discovered that the deficit negatively affects the trade balance, it has a positive and significant impact on the economic growth of those countries World Economic Outlook (IMF, 1996) concluded that during the mid-1980s the group

of developing countries had a higher financial imbalance and lower economic growth than countries with low or medium

Figure 1 GDP Growth and Budget Deficit in Vietnam from 2007 to 2017

Source: https://countryeconomy.com

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budget deficit Shojai (1999) argued that

the budget deficit financed by the Central

Bank could also lead to inefficiencies

in the financial market and cause high

inflation in developing countries while

negatively impacting the nation’s real

exchange rates and interest rate, thus

reducing the nation’s competitiveness

Few studies further support the impact of

budget deficit on investment, exchange

rate, and real interest rate Bahmani (1999)

investigated the long-run relationship

between the U.S federal real budget

deficit and real fixed investment using

quarterly data over the 1947I– 1992II

period The methodology was based

on the Johansen-Juselius cointegration

technique The results reveal that there

are three cointegrating vectors among

investment, income, interest rate, and the

budget deficits The estimates of these

cointegrating vectors and further analysis

show that a cointegrating vector in which

all four variables carry their expected

signs support the Keynesian view that in

the long run the U.S real federal deficit

crowds-in real investment

Gulcan and Bilman (2005) investigated

the effect of budget deficit reduction on

exchange rate between US dollar and

Turkish lira using cointegration methods

for the period 1960 to 2003 The research

shows that the budget deficit is very

important in maintaining the real exchange

rate They argued that the Government

must focus on stabilizing the budget

because the trade balance is significantly

affected by the real exchange rate and has

an impact on economic growth

There are studies that have found positive

significant relations between budget

deficit and growth in both developing and developed countries (IMF 1996), while other studies have found the inverse relationship (Karras, 1994) Lozano (2008) collected quarterly data of last

25 years (1983-2007) and using Vector Error Correction (VEC) model explored a mixed relationship of inflation and money growth with fiscal deficit Vuyyuri & Seshaiah (2004) studied the interaction

of budget deficit in India with other macroeconomic variables such as Nominal effective exchange rate, GDP, Consumer Price Index and money supply (M3) giving special emphasis on the budget deficit-exchange rate relationship using Cointegration approach and VECM for the period 1970-2002 The results reveal that the variables under study are cointegrated and there is a bi-directional causality between budget deficit and nominal effective exchange rates However, no significant relationship between budget deficit and GDP, Money supply &

consumer price index have been found Fatima et.al (2012) investigated the true impact of the budget deficit on the economic growth of Pakistan The sample taken for the study was comprised of time-series during the period of 1978-2009 The regression analysis was conducted

to ascertain the impact of BD on the GDP, and explored a negative impact of budget deficit on the economic growth Huynh (2007) conducted his study while collecting data from the developing Asian Countries for the period of 1990 to 2006

He concluded that there is a negative impact of the budget deficit on the GDP growth of those the countries while simply analyzing the trends in Vietnam Haider et.al (2016) investigated the true impact

of a budget deficit on GDP growth As

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employment rate, exchange rate, interest

rate, and inflation also cause an impact on

GDP, these variables were considered as

control variables along with the budget

deficit The quarterly data of the variables

were taken from the period of 2000-2012

Different statistical tests and models (i.e

Unit root test, VAR, Granger Causality)

were used to find out the impact of budget

deficit on GDP growth For short run

adjustment and co-integrating relation

measurement, VEC method was also

applied Both VAR and VEC models were

tested based on their stability tests The

results of the research suggest that, there

are co-integrating relationships among

budget deficit, inflation and exchange rate

and there is a negative impact of budget

deficit on GDP growth

The relationship between budget deficit

and economic growth has been studied

by many scholars in Vietnam Van,

V B., & Sudhipongpracha, T (2015)

assessed the probability of such claims

for the Vietnamese government’s fiscal

policy between 1989 and 2011 After

the introduction of the Doi Moi reform

policy in the late 1990s, Vietnam has

witnessed high economic growth

Yet, its government’s deficit pattern is

among the highest in Southeast Asia

The findings demonstrated that in the

case of Vietnam, government deficits

had no direct effects on the country’s

economic productivity between 1989 and

2011 Instead, the article discovered that foreign direct investment (FDI) played

an important role in Vietnam’s economic productivity over the same period, while real interest rates adversely affected the growth This article concludes that rather than expanding public sector through government spending deficit, Vietnam requires administrative and regulatory reforms to ensure an efficient use of government resources, a continuous flow of foreign capital, and consistent economic growth Huynh The Nguyen

& Nguyen Le Ha Thanh Na (2015), examined the relationship between budget deficit and economic growth in Vietnam using VAR model The model used secondary data series, including a time series of data from 1990 to 2012 Data was collected from Asian Development Bank including annual economic growth (GDP), government investment (GI), exchange rate (REX), budget deficit (BD) and real interest rate (RIR); from the IMF including real annual growth data (GDP), consumer price index (CPI) In the model, the variables before analysis were processed logarithm transformation

to estimate the determination of variation between 1990 and 2012 Research results show that budget deficit has no clear relationship with economic growth, however, government investment is causal with budget deficit and economic growth

Table 1 Independent variables definition

BD Ahmad (2013)Dang Van Cuong & Pham Le

Truc Quynh (2015)

Budget deficit (budget income <

-CPI Huynh The Nguyen & Nguyen Le Ha Thanh Na (2015) Consumer Price Index %

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Therefore, to achieve a stable growth in

the coming time, the government should

implement and control the investment

flows as well as effectively manage budget

deficit

Dang Van Cuong & Pham Le Truc Quynh

(2015) studied the impact of budget deficit

on economic growth in some Southeast

Asian countries using additional factors:

inflation, foreign investment and credit of

private sector To evaluate the regression

coefficients of the variables in the model,

the authors used a fixed effect model and

general least squares method (GLS) for

panel data from 2001-2013 Experimental

results show that budget deficit, credit

in the private sector negatively impact

economic growth, foreign investment

positively affects economic growth, while

inflation is not statistically significant

Su Dinh Thanh (2012) investigated

the relation between budget deficit and

inflation in Vietnam through an empirical

study, a model proposed as following: LP

= F (BC, M2, GDP, TOP) LP represents

the consumer price index; BC is the

budget deficit; M2 is money supply and

TOP is trade openness measured through

total export/GDP target The results

suggest that the budget deficit has no relationship with long-term inflation, but the impact is statistically significant to short-term inflation Money supply has a positive impact on inflation in short and long term But the effect of money supply

on inflation in the short term is smaller than in the long term Trade openness effect is negatively related to inflation in the short and long term Economic growth has a negative impact on inflation in the short and long terms

3 Data and variables

The objective of this paper is to understand the impact of the budget deficit

on Vietnam’s economic growth in the 2007-2017 period with the dependent variables of economic growth The model

is as follows:

GDPt = α + β1X1t + β2X2t + … + βtXnt + µ Where:

GDP is a dependent variable, measured by the annual GDP per capital in US dollars and taken from year-end data

X1, X2, …, Xn are independent variables T: Time series, 11 years data from 2007 to 2017

Figure 2 GDP of Vietnam in the 2007 – 2017 period

Source: https://countryeconomy.com

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Research using panel data in the period of

2007-2017 in Vietnam, GDP, CPI, FDI

and BD data are taken from the website

https://countryeconomy.com/; Data is

processed by Stata software The study

uses ordinary least squares (OLS) to

conduct analysis

In the model, the variables before analysis

were processed logarithm transformation

to estimate the determination of variation

between 2007 and 2017 The model is as

follows:

GDP= α + β1(BD) + β2(FDI) + β3(CPI) + µ

4 Results and discussions

4.1 Overview of Vietnam’s economic

growth in the 2007-2017 period

After 10 years of becoming a member of WTO (2007-2017), despite being affected

by the global financial crisis and the public debt crisis, Vietnam still maintains an average growth rate of 6,29% per year, except for 2009 at only 5.3% Figure 2 shows that GDP tends to increase steadily over the years, from 77,520m USD in

2007 to 220,376m in 2017 (an increase

of 2.8 times), indicating a relatively high growth rate The high growth rate is due to improving labor productivity and national competitiveness However, it is mainly relying on the inputs (capital, labor) and expanding investment, for example: public investment (through monetary and fiscal policy) and credit expansion through loosen monetary policy

4.2 Budget deficit in Vietnam

Table 2 Matrix of correlation coefficient

Table 3 Regression results of variables in the model

Model 1.01517961 3 33839320 F(3, 7) 3.96

Residual 598673531 7 08552479 Prob > F = 0.0410

Total 1.61385314 10 R-squared = 0.6290

Adj R-squared = 0.4701

Root MSE = 29245

lngdp Coef Std Err t P> | t | [95% Conf Interval]

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The budget deficit in Vietnam in the

2007-2017 period fluctuated continuously

The proportion of budget deficit in

Vietnam is always above 5.5% of GDP,

except for 2008 when the budget deficit

was at 0.49%, and tends to be unstable

and slowly decreasing According to

international practices, under normal

conditions the budget deficit accounting

for 3% of GDP is considered to be

concerning, while the level of 5.5% of

GDP is serious

4.3 Results of empirical research

The results in Table 3 show the correlation

relationship between dependent variable

and independent variables FDI and CPI

have a negative correlation with GDP,

while the budget deficit (BD) has a

Tài liệu tham khảo

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tế, (259), 40-48.

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positive correlation with GDP

Prob (F) value in the model is 0.0410 (<5%) shows that there is a linear relationship between dependent variable GDP and independent variables CPI, FDI and BD Thus, the given linear regression model is appropriate

The R2 coefficient is 0.4701, indicating that the variation of the independent variable has a relatively high effect on the dependent variable with 47.01% level of influence and is statistically significant This also indicates that there are also many other independent variables not included in the model that explain the dependent variable

There is a statistically significant

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nghiệp có ý định triển khai bán lẻ Ebook

nói riêng, các sản phẩm nội dung số khác,

để thành công cần tìm hiểu và đánh giá rõ

xu hướng phát triển Ebook chung trên thế

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relationship between budget deficit and

economic growth (P.value <10%) with a

positive impact coefficient (β = 0.396)

The coefficient means that when the

budget deficit increases by 1 unit, GDP

will increase by 0.396 times Consumer

price index (CPI) and foreign direct

tiếp theo trang 32 investment (FDI) have no statistically significant impact on economic growth.

In conclusion, budget deficit has a positive correlation with economic growth at a statistically significant level, while no significant correlation is found between CPI and FDI with the dependent variable

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