https://joom.ag/X5je policy brief-psia-uzbekistan-eng_3 | Page 16

Addressing Urban Poverty in Uzbekistan in the Context of the Economic Crisis capital has gone to the fuel and energy sector. Nevertheless, without the investment boost and an associated, but more moderate, increase in government consumption, the drop in Uzbekistan’s exports would have substantially dragged down economic growth in 2009. Uzbekistan has had the ‘fiscal space’ to finance an ambitious investment program, which will pay future dividends of faster economic growth. But much of the investment is directed to a narrow capital-intensive economic base, which will be unable to generate the future productive employment that Uzbekistan’s growing labour force will need. B. Recommendations for Economic Policies The employment intensity of Uzbekistan’s growth is clearly suboptimal. Since 2000, the country’s strong growth has been driven primarily by a narrow range of export sectors, namely, energy, gold and cotton. Most recently, the exports of the energy complex have been sustaining the country’s growth. The elasticity of formal-sector employment with respect to growth is low: for every percentage point increase in average income, there is only a 0.3-0.4 percentage point increase in employment (see McKinley 2007). While the labour force continues to grow each year, the current rate of job creation remains anemic by comparison. Between 2004 and 2007, for example, the size of the economically active population increased faster than that of the employed labour force (Figure 4). This implies that workers facing a shortage of employment opportunities (especially in small towns or rural areas) migrate abroad or search for informal-sector employment in Uzbekistan’s more prosperous cities, mainly in Tashkent City. Indeed, this migration, exacerbated by the break-up of shirkats and the consolidation of production in larger private farms, is already underway and is leading to unregulated and imbalanced urbanization, which will further squeeze the available housing stock and public utilities in the larger urban areas. This is also undoubtedly leading to a mushrooming informal sector, surviving on income flows that trickle down from the narrow range of prosperous – that is, export-oriented and capital-intensive – sectors of the economy. In response, the government has embarked on a program of rural development that hinges, in part, on stimulating the growth of small industrial enterprises. However, the experience of other countries suggests that the success of such rural industrialization largely depends on agricultural prosperity. Various constraints such as the diminishing supply of arable land could hinder this strategy from dramatically boosting rural incomes, though. Because a more rapid and employment-intensive process of industrialization and the growth of a more modern service sector in A more rapid and employment- intensive process of industrialization and the growth of a more modern service sector in urban areas will draw increasing numbers of rural workers into large urban complexes 15