CHAPTER 7

MACROECONOMIC FRAMEWORK AND

DEVELOPMENT FINANCING

 

IV. Policies and Strategies

A. Monetary and Financial Policy

1. Monetary management and the external sector

The primary objective of monetary policy is the maintenance of price stability conducive to sustainable growth. In light of the regional currency crisis, monetary policy shall aim to ensure macroeconomic stability. The stance will continue to be cautious, focusing on the maintenance of low and stable domestic inflation rate while supporting the growth targets.

The direction of interest rates will be influenced largely by monetary and fiscal policies, consistent with the objective of promoting credit and investments, without sacrificing the objective of price stability. This policy will also be supported by the phasing out of government intervention in the credit market through government nonbank financial institutions (GNFIs), and GOCCs.

A sound balance of payments will be promoted through a healthy trade in goods and services. Exchange rate policy shall continue to be market determined. The BSP participation in the foreign exchange market shall be limited to short-term smoothing operations. The current account deficit will be kept at manageable levels. An open trading system, the development of a services sector benchmarked to international quality standards, especially in finance, and a deregulated foreign exchange market will be promoted to spur services transactions and foreign investment flows.

Foreign exchange reserves shall be increased to levels comparable to internationally acceptable norms to cover for imports. In addition, the development of a derivatives market will be fostered to allow market participants to hedge risks. Government will also ensure that the supervisory and regulatory framework is adequate in addressing the challenges of a global financial environment.

2. Financial and corporate sectors

The sustained development of the financial and banking sector hinges on a strong regulatory and supervisory framework. Measures to improve the regulatory and supervisory framework include: (a) increasing penalties for noncompliance with regulatory norms; (b) improving surveillance mechanisms on the soundness of banks; (c) adoption of internationally accepted banking standards and supervisory practices; (d) improvement in transparency and disclosure requirements for banks; (e) promotion of capacity building programs for bank professionals and regulators, particularly bank examiners and supervisors; and (f) adoption of similar regimes of regulations for nonbank financial institutions, securities and derivatives market.

The passage of the Revised General Banking Act is expected to strengthen the ability of the BSP to ensure a sound and stable banking system. Amendments to the General Banking Act shall include, among others: (a) the expansion of the coverage of banks to be supervised by the BSP to include Islamic banks and cooperative banks; (b) the granting of authority to the Monetary Board to prescribe the duties and responsibilities of directors and officers of banks, quasi-banks and trust entities, to disqualify, remove or suspend them, and to regulate their compensation and other benefits; (c) the increase in allowable equity investment of a universal or commercial bank in allied and nonallied enterprises and in another universal or commercial bank; (d) the increase in the limit of the total amount of loans, credit accommodations and guarantees by a bank to any one person or entity; (e) the expansion of limitations on loans granted to directors, officers, stockholders and related interest (DOSRI) to expressly cover loans, credit accommodations and guarantees by a bank to its DOSRI, as well as investments of such bank in enterprises owned and controlled by said DOSRI; (f) the requirement on banks, quasi-banks and trust entities to publish their financial statements; and (g) the setting of limits on investments of banks in real estate as well as decreasing the loan value of real estate collateral.

Efforts to strengthen prudential regulations for the financial sector shall be complemented by a set of measures to govern financial transactions in the corporate sector. The Securities and Exchange Commission (SEC) shall adopt rules and procedures on suspension of debt payments in accord with best international practices. Policy guidelines on rehabilitation of distressed corporations shall also be issued. There will also be measures to strengthen the rights of creditors to establish receiverships and empower them to take charge of all assets of a defaulting debtor. The SEC shall also be strengthened to make it more effective and responsive to developments in corporate sector performance. For this purpose, the executive branch shall work for the passage of the Securities Act of 1999.

Efforts to create an attractive environment and liberal regime for investment shall continue. The participation of foreign banks in the financial system will be further encouraged particularly in troubled banks where foreign banks may be allowed to own up to 100 percent.

The government's credit policy shall operate within the framework of market-oriented interest rates and full-cost recovery. Credit programs shall be rationalized by phasing out directed credit programs by GNFIs and GOCCs by February 2002. In lieu of directed credit programs, rural infrastructure spending will be increased as a more effective way of supporting agriculture. The agriculture sector will also be supported by lengthening the grace period for loans extended to activities with long gestation periods, such as plantation agriculture. This means that the initial amortization for such loans can be deferred until the fifth year of granting of the loan, compared to the third year under the existing scheme. Cooperative banks, together with private and government financial institutions, will be promoted to help spur growth in the countryside. Improved regulatory and prudential standards will be enforced through the Cooperative Development Authority (CDA) in the case of cooperatives and the BSP for private and government financial institutions.

3. Capital market development

Capital market development shall center on developing financial instruments responsive to the needs of an increasingly globalized market. The secondary market and credit rating institutions 

shall be strengthened and the development of pricing benchmarks for corporate bonds and other instruments will be pursued. Taxes impinging on the development of capital market instruments shall be rationalized. Advocacy programs will be enhanced with the Capital Market Development Center, Inc. (CMDC) continuing the policy initiatives to promote wider participation in the capital and securities market. Efforts will be directed towards making available securities in smaller denominations. Competition in the securities market shall also be fostered through greater market transparency and increased availability of timely investment-related information.

The mutual funds market shall be liberalized and the contractual savings schemes shall be promoted to generate long-term savings. As proposed in the Revised Investment Company Act (RICA), nationality requirements on owners of mutual funds will be relaxed to encourage entry of new players. The role of investment houses in the capital formation process shall be enhanced. The Small Investors Program (SIP) will be implemented nationwide to expand the base of investors in government securities. This is also intended to provide additional buffer for the national government's financing program.

The government will also increase competition in the pension fund market and promote policies that will ensure the long-term viability of the presently publicly-managed pension fund system. Privatization of the pension fund market will be undertaken through greater reliance on private employer and individual schemes. The government, through a tripartite task force which shall include labor groups, will formulate an action plan that will study the privatization of the management of the publicly-managed pension fund system and other options. Reforms in the pension funds system will include more direct representation of members in the Board of Trustees of government-managed pension funds, greater competition from other private pension funds, and the shift in the role of the government from manager of the Social Security System (SSS) and Government Service Insurance System (GSIS) to regulator. Other reforms will include voluntary excess contributions and wider membership coverage. The option of allowing government employees to enroll in other pension funds such as the SSS and private funds will be studied and acted upon by government.

Participation of private institutions in housing finance and the development of mortgaged securities will be encouraged. Establishing the long-term viability of housing finance would require the following: (a) increasing the number of private financial institutions providing housing funds at competitive rates; (b) creating a more active and liquid secondary mortgage market; and (c) efficient targeting of government interventions in the housing sector. It is imperative that interest rates in the mortgage markets for low cost housing shall be market-determined and with minimal price distortions. This will induce greater private sector participation and lead to innovative financial products. Furthermore, the implementation of reforms in the contractual savings market shall be ensured, since mortgage markets need a stream of long-term funds which contractual savings provide.

B. Fiscal Policy

The country will continue to pursue fiscal discipline and sustain the establishment of a tax system that increasingly responds to the funding requirements of development expenditures, is neutral and efficient with respect to resource allocation, and is simple to comply with and implement. The fiscal stance shall support a stable macroeconomic framework and a declining ratio of debt to national output.

1. Tax reform

The next phase of the tax reform shall look at rationalizing fiscal incentives and subsidies, including tax exemptions granted to cooperatives, tax rebates, and take-or-pay guarantee provisions in line with the objective of leveling the playing field and eliminating distortions in pricing and resource allocation.4 The fiscal incentives system shall be highly focused, time-bound, simple, and transparent, as well as comparable with other fiscal incentives system in the ASEAN. The taxation of motor vehicles will be rationalized based on the concept of user charges and the benefit principle of taxation. To minimize transaction costs in the capital market, a package of reforms relating to the taxation of the financial sector shall be introduced. An efficient taxation of electronic commerce and financial innovations shall be formulated.

Revenue collection shall be improved by strengthening accountability and transparency in collection. The performance of the collecting agencies shall be measured against the targets based on macroeconomic variables such as growth of imports, consumption expenditures and income of industries. Computerization efforts of the Bureau of Internal Revenue (BIR) will be focused on the improvement of collection from major revenue districts. At the BOC, the reforms in systems and procedures and their computerization will be sustained and further strengthened. The efficient taxation of hard-to-tax groups will be pursued with greater vigor. An important administrative measure will be the requirement to use the tax identification number (TIN) in transactions. Other information linkages will also be established to effectively monitor passive incomes and the self-employed. In order to tax the hard-to-tax groups, the government will also consider taxing consumption rather than income. However, the proposed changes will have to be revenue-neutral to the government.

In line with the long-term goal of reducing public sector role in the conduct of business, privatization efforts will continue, focusing on the disposition of remaining big-ticket items. However, the process will have to be thoroughly studied particularly with regard to areas such as timing, mechanisms for disposal, as well as valuation and pricing schemes. While privatization is an affirmed goal of government, government recognizes that it should not be treated as just a stopgap measure to narrow down the budgetary deficiency. Paramount importance is given to its long-term effect of catalyzing efficiency in operations.

The overriding principle for the remaining GOCCs is for these to improve their efficiency. Their efficiency shall be boosted by adjusting fees and charges. Similarly, fees and charges of national government offices shall also be adjusted based on cost recovery.

2. Expenditure reform

The expenditure program will be the primary tool of the government for its poverty alleviation program. Fiscal spending shall be geared towards the social sector and agricultural modernization to achieve food security and increase the productivity of the rural sector which accounts for the bulk of the poor.

Social services will undergo improvement in quality along with the extension of more effective and targeted safety nets. Meanwhile, the implementation of the Poverty Alleviation Fund shall be contingent on improving the targeting mechanisms.

Local government units (LGUs) will be encouraged to develop infrastructure through cost-sharing mechanisms. The share of LGUs to total infrastructure financing shall increase commensurate to their financial capability.

Reforms in expenditure management will include improving the prioritization of government resources and achieving better operating efficiency in budgeting. A medium-term expenditure framework will be introduced initially by installing a three-year budgeting framework, integrating a planning-budgeting framework, and further devolving financial and managerial authority to agency heads. Performance management will be enhanced along with the accountability for results in government. The allocation of resources shall also be improved and made transparent by introducing a regional breakdown of the national budget.

Government will increase its operational efficiency to reduce overhead costs and increase the proportion of the budget available for program delivery and growth-enhancing projects. The share of the budget earmarked for GOCCs will also be reduced as further privatization is undertaken and as the operational efficiency of those that will be retained is improved.

More specifically, the growth of personal services will be controlled through the reorganization of government, limiting the creation of new positions to population-related positions (e.g., teachers and policemen but not medical personnel, since medical services have been devolved), and the rationalization of government compensation.

A general salary increase will be undertaken upon the completion of the reorganization program. An initial computation of the possible savings to be realized from streamlining of the bureaucracy indicates that a program involving 10,000 personnel will not generate savings during the year of implementation because of the separation benefits that will be extended. However, in the following year, some P2.6 billion to P3.6 billion in savings can be realized from the reduction in personnel and the associated maintenance costs.

The size of government will progressively decline consistent with the attainment of the fiscal objectives. A "scrap and build" policy will be implemented wherein no new offices or new programs will be created without the abolition or termination of existing ones.

The government will increasingly limit itself to the delivery of basic social services and development of infrastructure facilities it is mandated to undertake. Private sector provision of infrastructure in the NCR shall be encouraged by fostering an appropriate policy framework for the collection of user fees while public funds are used to finance essential rural infrastructure.

While keeping the present proportion of the total Internal Revenue Allotment (IRA) to internal revenue collections at 40 percent, the allocation and utilization of budgetary transfers to LGUs will be improved through: (a) improving the IRA allocation formula to encourage better revenue mobilization by LGUs, favor poorer areas and those deprived of national government-supported social services; (b) strengthening the monitoring of the utilization of LGU funds; (c) encouraging cost-sharing schemes and capacity building programs for devolved activities and implementing a time-bound removal of the NG funding for these activities; (d) encouraging cofinancing based on ability to pay by LGUs of projects, which shall be awarded on a competitive basis; and (e) rationalizing the grant system for LGUs to improve its transparency and effectiveness.

Mechanisms to enhance transparency in government and the accountability of agency heads for outputs and outcomes will be established through the installation of better external reporting of the financial position and physical accomplishments of government, the institutionalization of regular assessments and reporting of the performance of major programs, the conduct of client surveys, and the granting of more managerial autonomy and responsibilities to government executives.

C. Debt Management

Considering the recent experience in a number of emerging economies, the Philippines will strengthen its external debt management. This will include the continued monitoring of debt flows and stocks, especially of short-term debt, using a computerized system. Reporting shall be strengthened for a comprehensive coverage of debt statistics.

To ensure that the private sector bears the full risks of its borrowings, the government will continue to refrain from providing any explicit or implicit guarantees on private external loans.

The government shall adhere to an appropriate domestic and external financing mix within its repayment capacity. Steps to reduce short-term debt and encourage a better maturity structure of debt flows as well as higher nondebt creating flows have already been initiated. Approvals on new external borrowings shall continue to be subject to an annual ceiling. To reduce the country's dependence on external debt, the fiscal sector shall move towards a balanced budget by 2002.

Specific measures have been put in place to diminish the disincentive to peso intermediation. Foreign currency deposits are now subject to a 7.5 percent withholding tax on interest income. Prudential rules have also been adopted in response to the rapid growth of foreign exchange intermediation by the banking system. The BSP now requires that 30 percent of the 100 percent cover for all foreign exchange liabilities of Foreign Currency Deposit Units (FCDUs) of banks should be kept in liquid assets.

Central to debt management is the lengthening of the maturity profile of government securities by issuing a two-year Fixed rate Treasury Bond (FXTB) every month and the 5-7-10 and 20-year FXTBs on a quarterly basis. Competitiveness in the auction process will be ensured by continuous liberalization of the dealership of government securities.

 

D. Labor and Employment

Employment generation shall be a priority of the government in line with its thrusts to reduce poverty, improve income and redistribute wealth. Thus, support strategies and programs shall be harnessed to create an environment conducive to the generation of remunerative employment, livelihood opportunities, and entrepreneurship growth. Through the Agriculture and Fisheries Modernization Act (AFMA), the agriculture sector shall be bolstered by: (a) preparing the agricultural workers for the modernization of their sector, (b) promoting other activities that will enhance agricultural productivity, and (c) providing opportunities for small farmers to have greater access to production inputs including credit. Meanwhile, the Magna Carta for Small and Medium Enterprises will be fully implemented to enable small and medium enterprises to flourish in the rural areas and to generate off-farm employment opportunities in the countryside.

The government will facilitate the delivery of employment training programs that are responsive to the requirement of priority areas. It shall also improve the Labor Market Information System, particularly through the computerization of job matching which will strengthen employment facilitation. Strengthening labor-management cooperation, and promoting tripartism, employment flexibility, and worker empowerment will further enhance industrial peace. Furthermore, the Labor Code will be reviewed and updated as necessary to enable workers and employers to adjust to the emerging labor market conditions. The government shall create the enabling environment that will allow both workers and employers to negotiate productivity-based wages at the firm level. Regulations governing occupational safety and hazard administration shall also be strengthened.

In industries experiencing adjustment problems, promoting the forging of social accords between trade unions and employers associations will minimize job loss. Coping mechanisms for workers and enterprises shall be enhanced while displaced workers will be provided safety nets and adjustment assistance packages.

Overseas employment has evolved through the years as an alternative employment option. The government shall manage this global reality, consistent with national development objectives and with utmost regard for the welfare of the workers. The review of Republic Act (RA) 8402 or the Migrant Workers Act shall be prioritized to further strengthen the legal environment and make it more conducive to promoting employment. The proposed review shall include separate rules for sea-based and land-based sectors.

In the medium-term, GDP growth shall be driven by the higher growth of employment vis-à-vis the labor force. The policy environment to increase the contribution of TFP to the overall growth picture shall be laid down in the next six years. One such policy is the priority given to social investments. The focus shall be on the provision of basic education, along with the implementation of programs to match government training programs with the needed skills as the economy develops. Further, restructuring the economy in order to channel human resources to more growth-enhancing sectors such as industry and services will be pursued. Investments in leading export-oriented technologies shall also be pursued.

 

 

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