The Economics of Information-Part 1

Information in Markets

Generally, we take information to be a collection of facts from which conclusions may be drawn. If the facts tend to be accurate, then so do our conclusions. In the present market economy, information is more or less incomplete and distorted. The discipline of Economics assists us here.

First we need to define and understand what a market is, and then we need to know about the major players in the market. Market is the institutional framework within which the act of exchange takes place or the institutional milieu which is the context of the relationship of exchange between the parties. [Kurien 1993] A market is said to be efficient or in perfect competition if all the participants are fully informed about the various prices and quantities prevailing in the market. This is said to be laputan or impractical. Producers earn profits (Both normal and super normal) based on the fact that they are more informed than those buying from them. The consumers analyse and speculate, and reach conclusions based on that, thinking that they have made the best choice; where as in reality, it is not so. Most often, complaints are hurled at the firms for cheating the consumers and for being opaque in their dealings. This is known as asymmetrical information or information asymmetry.

An exchange or a transaction in a market, is a kind of zero sum game, where a gain for one participant is always at the expense of another. This is so, if we view the market as a separate entity from that of ours. In reality, the whole economy is like a spider’s web, woven closely together which makes its difficult to separately study them.

The main reasons for the exit and entry of firms is based on asymmetrical information. The feeling of ‘more information’ can attract you to the market as well as make you exit from it.

Information system is a crucial and often conveniently ignored component of a market. According to C T Kurien, the major determinants of a market are location, medium of exchange, institutional framework, intermediaries and the information system. [Kurien 1993]

The 2001 Nobel Prize for economics was awarded for the analyses of markets with asymmetric information. George A. Akerlof noted the ‘Lemon Problem’ in 1970. His popular example is that of a second hand car market, where sellers know whether or not their car is a lemon (i.e. perform badly), but where buyers cannot make that judgement without running the car. Given that buyers can’t tell the quality of the car they are buying, all cars of the same model will end up selling at the same price, regardless of whether they are lemons or not. But the risk of purchasing a lemon will lower the price buyers are prepared to pay for any car and, because second hand prices are low, people with non-lemon cars will be little inclined to put them on the market.

Asymmetric information in markets is further aggravated by the advertisements, as they portray the best in their respective products, by employing the best possible personnel. This not only distorts the true image of the product, but also places the consumer in a difficult position.

This phenomenon is present in all spheres of economic activity.

References:

1) On markets in economic theory and policy-C. T. Kurien

2) If Life Gives You Lemons ‘-Tim Harford

3) George Akerlof, Nobel Prize lecture video

Select Stock Indices of the World

Usually, we are aware about the details of only a few stock indices in the world. This post aims to widen your horizon. The table has enumerated some of the facts about 10 other countries’ stock index generally quoted, other than India.

Country Stock Index Stock Exchange No of Companies Birth year Index kind
Brazil Bovespa Sao Paulo Exchange 56 1968 capitalization-weighted
China SE Shang composite Shanghai Stock Exchange (Unavailable) 1990 capitalization-weighted
France CAC Paris Stock Exchange 40 1987 capitalization-weighted
Germany DAX Frankfurt Stock Exchange 30 1988 capitalization-weighted
Hong Kong Hang Seng Index Hong Kong Stock Exchange 33 1969 (Unavailable)
India Sensex Bombay Stock Exchange 30 1986 capitalization-weighted
Japan Nikkei Tokyo Stock Exchange 225 1949 price-weighted
Korea KOSPI Korean Stock Exchange 200 1964 capitalization-weighted
Mexico Mexbol Mexican Stock Exchange (Unavailable) 1978 capitalization-weighted
US Nasdaq composite Nasdaq Stock Market 5540* 1971 capitalization-weighted
UK FTSE London Stock Exchange 100 1984 capitalization-weighted

*Subject to change

Capitalization weighted: It means that firms with the largest market value have the greatest influence on the indices’ value.

Price weighted: A stock index in which each stock influences the index in proportion to its price per share. Stocks with a higher price will be given more weight and, therefore, will have a greater influence over the performance of the index.

NOTE: The number of companies refer to the number of companies included in the computation of the indices.

Bimal Jalan's Future of India

The Future of India
Bimal Jalan
Penguin Book
Price: Rs 250

Bimal Jalan, one of India’s well known economists and a former governor of the RBI has brought out the relationship between politics, economics and governance and their consequences in a very perspicuous way.

He emphasises the need for more participation in democracy, as the benefits which can be derived are high. He says that ‘Corrective action is feasible only if there is more effective political participation by the ordinary citizen-in short, fuller practice of democracy.’

He has tried his best to unwrap and unravel the morass of bureaucracy.
‘Political parties are now subservient to their leaders, and not to the people who sustain them.’

‘The selection for the civil service posts at all levels of government at the centre and states is truly independent of political interference.’ He recognises and posits absolute transparency in the selection of civil servants, but he goes on to say that ‘While politicians are free to overrule the advice rendered by civil servants, the advisory functions of the bureaucracy are expected to be performed without regard to their impact on the private interests of politicians and the party in power.’

‘Political leaders deliver what civil service unions demand by way of pay, security of service, leave, working hours and creation of jobs. In their turn, civil servants deliver what the politicians want in terms of power and favours. The casualty is the public interest.’ The knot between the politicians and the bureaucrats is tight and one cannot live without the support of the other.

Bimal Jalan has brought out the adverse impacts of delays in judiciary, a very integral part of the constitutional framework of a country and brings to our notice the growing disjuncture between politics and economics.

Jalan on coalitions: ‘These coalitions are always more interested in influencing the distribution of wealth and income in their favour rather than in the generation of additional output which has to be shared with the rest of the society.’

He has enumerated the problems that have befallen the public delivery systems like lack of accountability, fiscal stringency etc.

On corruption:
‘Corruption is a major hurdle in growth, development and poverty alleviation.’
‘Corruption is also an important cause of fiscal drain and higher inflation in developing societies.’
‘Thus, another economic effect of corruption is that it further aggravates inequality in an already unequal society.’

One of the main reasons for the proliferation of bribes is that ‘If administrative rules and regulations are complex and involve multiple agencies acting at cross purposes, then the public has no option but to purchase the required permits, licenses and registrations by paying bribes.’

Thus, Bimal Jalan has brought out the main causes of the underperformance by India in the economic, social and political spheres. He has also put forth remedies which seek to enhance the efficacy of the government. It is a book which deserves to be read by all those who want to know India or change India.

Economic Anthropology

Economics can be defined as the science which lends a helping hand to the economic units enabling them to make rational choices from the available information. The economic units include households, producers, consumers, entrepreneurs, government, etc. Anthropology is the science that deals with the origins, physical and cultural development, biological characteristics, and social customs and beliefs of humankind.

Economic anthropology analyses decisions and behaviour of economic agents who are embedded in the networks of social relationships and cultural influences. Economic Anthropology is directly concerned with the most central anthropological issues of human nature, choice, values, and morality.

Of late, the sociological aspects of issues pertaining to the economy are increasingly being avoided. The convenient answer which is given for such occurrence is that a ‘lobby’ has exerted tremendous pressure. The issue is discarded and the media has a majority share in making most of the populace ‘conveniently informed’.

Like any other science, the social sciences are interdependent and interrelated. Thus, to learn economics as an isolated subject, will not enable the learner to get a totalitarian comprehensive view of the economy in the real sense. Mathematics has got so entrenched in economics, that other social science like sociology, history etc are not given the required importance.

Thus, it is of paramount importance that a paper in Economic Anthropology’be offered to the students of economics, especially at the undergraduate level. In India, owing to the impact of Occidentalism and the better research opportunities provided in the west, especially in the US, a frantic race for learning mathematics is imminent. (Other social sciences are ignored) This can lead to a clique of economists who have limited knowledge about the sociological impacts of policies and issues under their purview.

Resources online

1) Society for Economic Anthropology
2) Economic Anthropology books
3) University of Sussex (Study abroad: Economic Anthropology)
4) Clifford Geertz (Anthropologist)