3 May 2015

Okonjo-Iweala: With Elections Over, there’s Greater Foreign Optimism about the Nigerian Economy

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                                                          Okonjo_iweala
Focus of the Spring Meetings
The spring meetings focused on two set of critical issues; the first is weak recovery in the global economy, particularly in Europe and Japan and the rest of the world, with the US showing more robust recovery but not out of the woods per se yet, and the impact of this weak global recovery for the rest of the world.

The impact of monetary policy in Europe for instance, where the central bank is unleashing quite a number of monetary easing and liquidity on the economies and what it means for us.
Embedded in that is the issue of the falling commodities prices not just oil but also other commodities. Iron ore prices and various other commodity prices have fallen and what does that mean for emerging markets and low income countries who are dependent on these and what sort of policies does these set of countries have to take in order to manage the kind of situation.
The conclusion is that generally falling commodities prices like falling oil prices can become  beneficial to global growth and actually the World Bank is estimating 1 per cent growth in GDP for the world based on this because consumers and businesses benefit.
But for the countries that export these commodities, of course, it is a challenge. So a lot of time was spent trying to discuss what sort of policies these countries should take in order to be able to manage the situation, and of course Nigeria is affected because our main commodity price has fallen by more than 50 per cent.
There are lots of issues. The other issues debated here are the three international conferences to take place before year end. As a country, we should also be interested in these. This year 2015, the year of adoption of the Sustainable Development Goals and the key issue is financing of those goals. How are they going to be financed? Not with billions, but with trillions of dollars. The United Nations Secretary General attended the spring meetings throughout the entire time and this is unprecedented, and joining finance ministers in the IMF Committee talk, to finance ministers and central bank governors about how they can support ideas for financing of these goals.
There will be in Addis Ababa, Ethiopia a conference in July on financing for development. There will be a United Nations conference in September where the MDGs (Millennium Development Goals)  that we have been following these past 15 years will be looked at and the new sustainable development goals will be adopted. In Paris in November/December, the Climate Change conference will hold. These are three major events and Nigeria is part of the global economy. We are also implicated in what is happening in the implementation of these goals. These were the big issues discussed here.
Alleged N2tr Jonathan Campaign Fund
I am not aware of this issue. As you know, the budget is not the source of financing election campaigns. So I am not aware. In the budget, we stuck to financing INEC, security needed for their campaigns.  So I am not familiar with what you are just saying.
Take-away from IMF/World Bank Meetings
There were some real pieces of policy advice here, but we have been following that advice and we’ve been implementing policies similar to these.  So, it’s something we are quite comfortable with.
I mean what do you do when you have this kind of shock where 50 per cent of your revenue falls? You have to make adjustments; so they are recommending fiscal reforms and we’ve already embarked on that in Nigeria. What does this entail? Three things. The first is to look at the expenditure side to see how to plug leakages  and curtail spendings that are not strictly necessary and so on. Look at your revenue side and try to raise more revenues and that’s what every finance minister is faced with and this we have been doing. We are trying to cut expenditure and raise more revenues and taxes.
Already, if you see in the 2015 budget, these two things are already done. We cut the cost of governance and raised more revenues. The third side is efficiency of resources used, of the revenues we already have, and we have embarked on that. With the support of the World Bank, we have introduced an instrument that will look at all the projects we have and see, in a constrained resource environment, which ones are the most efficient and effective to implement and then you finance those first. So on the three counts, we are already moving. The other areas you look at are the structural reforms you have to do in the economy. What are those impediments to growth and expansion of the economy that you work on and what you do to stimulate the real sector of the economy? So,  all the recommendations really, we’ve been working on them; I think we are well aligned with what is being said.
Impact of Measures to address oil price slump
In the short term, you can’t have immediate response when you put in tax measures. You have to collect the tax. So, the measures have been put, most of them are encapsulated in the budget which has to be passed and we are recommending passage of the budget so that first of all, we can begin to implement some of these measures, so you don’t run against the ceiling or the deadline of June at which time we must have a budget passed or we will be in violation of financial regulations. So we have to give it time. The luxury taxes, they’ve sent out letters to collect the taxes. So, implementation is on. If we just concentrate and focus, we will soon begin to see a response but it’s early days yet.
Influence of Politics
I think you are mixing up issues. There is the history of the past. You know, every finance minister looks at their political economy, why certain things were not able to be done or were done.
Now we are in a situation where a new government is coming in so the hope and expectations are that those things that were not done they will be able to do them. Now that the election climate is over, things have calmed down and we can move on.
So, I think we should really look at moving the country forward because this is a critical year for the economy and a lot of the things that need to be done should be done. That was what I was trying to articulate. But you see, from Goldman Sachs that people are not looking at Nigeria just in the short term, they look at the longer term prospects of the country and even the medium term and what they see is that the fundamentals are good. On the one hand, people say things are difficult but on the other hand, there is a lot of optimism from outside now that the elections are over and things are settled. People see a lot of potential for the country to move forward. That is what we have always said that the Nigerian economy may have some short term difficulties to get over this year but the fundamentals are strong and we’ve been building on the fundamentals for quite some time. So, if we continue to build on them, we are going to have an economy that is robust down the road.

Institutional Reforms for Sustainable Growth
For three or four years, we’ve had macroeconomic stability. Until the fall in oil prices and then we moved quickly with policies to try and correct that. You see that we’ve built quite a few institutions and put processes in place. There are financial mechanism management and institutions that have been put in place to make managing the finances of the country robust, stronger and more transparent and we need to complete the work, the implementation of the GFMIS (Government Financial Management Information System), the TSA (Treasury Single Account), the IPPIS (Integrated Personnel & Payroll Information System) and so on.
We’ve also built institutions in terms of the mortgage and housing sector, we started to build institutions for managing access to finance for small and medium businesses, even the central bank has had several funds but now we have the Development Bank of Nigeria that needs to be nurtured. We have the Sovereign Wealth Fund that has been named as number two in the world in terms of transparency and strength and it has done very well in terms of returns on investment. Then you go to the real sector, a lot of work has been done on the diversification of the economy. The agriculture sector; we need to build on that, on the housing sector, the creative industries where we did quite a lot to support them to be able to contribute more to the economy, in telecommunications, on manufacturing, where some good jobs are moving in. We have helped to support the private sector to strengthen some of the manufacturing, automobile, cement, consumer goods, so many other sectors that moved in.
On infrastructure, some major work has been done on roads, on rail, on inland water ways, aviation. All of these are work in progress. I am not saying everything has been completed and delivered but they are very good foundation to continue and complete. I think wrapping all of these together, there is the potential to really push and get the economy moving forward.
Taxation
In our economy, it is true that all sorts of entities charge all kinds of fees, from the federal government to ministries and agencies, to states and local governments. They are too many. And sometimes, they don’t raise the kind of revenues that are needed. There is already a process to absolutely harmonise the taxes and rationalise them so that businesses and individuals don’t feel that they are constantly taxed. But the key thing is that the taxes that raise the most revenue for the economy we are not using them as policy instrument. The VAT (Value Added Tax) would probably raise far more revenue than any of these small taxes put up everywhere. We need to do both, we need to harmonise and to streamline and do away with many of the existing fees and charges and focus on the main important taxes that will generate the kind of revenue that is needed and that is the VAT.
The five per cent (we also discussed it in the context of the 2015 budget). If we double that, it will bring a lot of money for the states. And in any case, the governors, at their last meeting of the National Economic Council, this is what they recommended, that is what they wanted. So, it is not even an issue of the federal government; the state governments want it because they know they will get 86 per cent of that. So let’s do both. There is already a paper that has been put in order by the FIRS on harmonizing because a lot of work has been done with the Joint Tax Board. I think this should be moved forward and at the same time move forward the proposal on VAT.
Concerns over China’s Slow Growth
Slowing growth for China is a global concern, not just for Nigeria. The African finance ministers were right to raise it because China is now the largest trade partner for the continent and if your trading partner is experiencing slower growth that means that demands for your product will be impacted and that is why it is important. It is a concern more so now that the large chunk of our oil goes to China and India. So, if demand from that region slows down because of slower growth, we also should be monitoring.
I don’t think we are experiencing any dislocation from that yet but those are some of the things we need to pay attention to. We also want them to buy more of our non-oil commodities/products, agricultural products. They had indicated interest in our cassava chips, for instance. We want all those things to continue because we are interested now in exporting more from the non-oil sector. So for those reasons, we need to monitor what is happening in China. As the growth slows, they may also be less enthusiastic about access to their lending for African countries because China now finance a lot of infrastructure, so countries also worry that if their growth slows, they will not be so keen on lending to others.
Misconceptions about Unemployment and Job Creation
I beg to disagree with you totally. Maybe some people in the media with vested interests were criticising this but I know that ordinary Nigerians understood the type of jobs that was being done.  I do agree that with every other country, inequality is a problem. And if you want to know, it’s very interesting. We were in a panel and the minister of finance for Columbia said that their exchange rate had depreciated by 30 per cent. Columbia is a middle income country and he went on to say that this was a good thing because it would help in the non-oil export; they export about a million barrels of oil a day; but they were not displeased because they felt it will help them to spur their non-oil sector and they want to maintain a diversification of the economy. Nigeria has inequality and poverty but so do other countries.
Inequality is measured by something called the Gini Coefficient; the closer you are to 100, the more unequal. Some of the countries that Nigeria admire have worse inequality than we do. Brazil— what is their Gini— .55, South Africa .63, what is Nigeria’s .48. We have increased over time so we always have to take things in perspective. Now, we know that having even one poor person is not something we want and we must aim at creating wealth for the bottom. But creating wealth entails two things—you cannot create wealth if you don’t grow. Those you are criticising are few. The policies that were implemented were aimed at growing the economy and at the same time trying to correct that inequality by looking at the sectors that create jobs.
That is why agriculture was so important, that is why housing sector was launched because it creates lots of jobs, that is why manufacturing was launched. This is the first administration to even measure the number of jobs that have been created. Out of the 1.8 million per year that we need, we already have 1.4 million, but we also have the pool of unemployed that has accumulated over the years and you also need to create more jobs to take care of those. So, I think we have a steady implementation and pushing in the right direction so that those at the bottom of the ladder are taken care of.
The other thing that was happening are the social safety net similar to something they have in Brazil, we are building a conditional cash transfer system that by the end of this year will be in place so that a woman and her five children at the bottom of the ladder would be getting some of these transfers if they send the children to school, if they make sure the children are immunised. So, already, quite a number of policies are in place to try and create jobs.
I am not even talking about some of the direct programmes, we are just stimulating certain sectors.
There is no magic wand; you just have to work steadily to improve the sectors and then couple it with some direct actions to help those at the bottom-end of the ladder and this is what is going on.

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