Budget deficit at 11.2% of GDP in the first 11 months of FY2015-16, real estate a star performer
Egypt’s budget deficit stood at 11.2% of GDP for the first 11 months of FY2015-16, Reuters reported. An earlier version of the piece quoted a Planning Ministry report (73-pp pdf, in Arabic) as saying that the deficit for the first nine months was at 9% of GDP, a percentage unchanged from the similar period in FY2014-15.
Among the main takeaways of the report is the projection that in order for the government to meet its targeted 4.4% annual growth rate, GDP has to grow by an annualised 5% in 4Q2015-16 — which is unlikely given the evidence from the quarter’s PMI reports. The World Bank is only projecting an annual growth rate of 3.3% in FY2015-16, which the Planning Ministry says fails to take into consideration the growth in indirect taxes and the decrease in subsidies.
In the first nine months of FY2015-16, Egypt’s fastest-growing sectors were construction and real estate, ICT, and government spending. Conversely, extractive industries (oil and gas, mostly) and tourism contracted the most. Most investments were directed towards the Suez Canal, followed by construction and real estate and ICT — with a marked investment contraction seen in extractive industries. For comparison, investment in construction and real estate grew by 11.1% y-o-y in 9MFY2015-16, whereas investment in extractive industries dropped by 19.8% y-o-y in the similar period, driven by an 11.2% y-o-y decline in investment in natural gas extraction.