Wednesday, December 26, 2012

De-dollarization


First of all, I would like to wish you a Merry Christmas and a happy new year 2013.

Today we have had our last meeting of the year with the Central Bank of Congo (BCC). The topic was: the country de-dollarization process. For those of you unaware of the project, the BCC has started a process few months ago to ensure the Congolese Franc (CDF) finally plays its roles (payment, saving, investments tools…).  Indeed , today, the Congolese economy is highly dollarized and the local currency is replaced by the USD in almost all transactions; banks balance sheets are 90% in USD, bank loans are granted in USD, ATM distribute USD notes, shopping is done in USD ( and sometimes even in EUR). Therefore, the CDF is seen as a sub-category of the USD. One of the only reason people maintain CDF is to be able to pay taxes; although some taxes can also be paid in USD.

The monetary authorities’ objective is to inverse this trend by 2017. A committee including members of the BCC, the government and the Congolese banking association has been appointed to work on the matter. A very detailed timeframe has been put in place to reach this objective (headlines can be provided on demand).

As always the key word here is 'trust'. There is a reason why Congolese has turned to the USD at the first place. The lack of trust in the local currency and in the ability of the country authorities to maintain its purchasing power are the main reasons the demand for CDF remains marginal.

 Duchene and Goujon (2006) argue that the following conditions have to be fulfilled to successfully implement an economy de-dollarization:

·         Price and currency stability
·         Strong growth
·         Significant Forex reserves
·        
The track record observed over the last 5 years is positive when it comes to those  factors.
However, the authors insist that the biggest risk is the political changes. I am not a political expert but I am pretty sure the political stability will be the main stumbling block toward the authorities’ objective…

Recently, the BCC has successfully introduced CDF notes of 1 000, 5 000, 10 000 and 20 000 without fuelling the inflation as feared by many. This is one of the many steps toward the above objective. The success of this operation was based on the people trust toward the Congolese authorities and I have to admit it was a success. However, this was a small operation compared to the magnitude of the de-dollarization

I argue that this process was long overdue and I am glad the government/BCC have decided to work on this issue. The method will be key (the BCC has already pledged that no one will be forced to convert its foreign currencies in CDF) as well as the trust in the authorities to achieve this goal…

Rendez-vous en 2017…

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