Investment picked to rapidly shrink

Business investment was expected to contract sharply in the near-term, according to a special Treasury report released yesterday.

In its December update, Treasury forecast business investment to decline by 15% in the year to March 2010 and by 24% in the down-side scenario.

In keeping with recent predictions, Treasury has now updated its forecast.

The Government's accounts for the seven months ended January are due for release on Friday.

"Business investment was weaker than we expected in the September quarter 2008, and we now expect it to follow a path similar to the down-side scenario," Treasury said.

Investment was an important driver of both short-term GDP fluctuations and the economy's long-run growth potential.

Treasury said the main determinants of business investment were current and expected demand for a firm's products.

The latest quarterly survey of business opinion showed that business confidence and firms' activity in the December 2008 quarter, and their expectations for the March 2009 quarter, were all at their lowest levels, in seasonally-adjusted terms, since at least 1970.

The weak outlook for activity, combined with limited ability to pass on large input cost increases because of the weak demand, led to expectation of profitability falling to its lowest level in 26 years.

As a result, intentions to invest in plant and machinery fell to their lowest levels since 1975.

Treasury said the cost and availability of finance were also relevant to investment decisions.

Recent falls in interest rates had made it cheaper for New Zealand businesses to borrow, but the reduced availability of credit and tighter lending criteria might restrict credit growth.

"Lower interest rates may encourage some firms to invest.

For others, they are unlikely to outweigh the weak demand they face."

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