Saturday, 26 October 2013

5 August 2005 - Proposed South African Bailout for Zimbabwe

In May 2005, after months of work to win agreement from Robert Mugabe's usual international backers that they would not intervene, SA president Thabo Mbeki offered Zimbabwe a financial bailout - with conditions.  It seemed Mugabe would have no choice but to agree.  However, he once again outwitted his South African interlocutor, and ordered his finance chief, Gideon Gono to raid the foreign exchange accounts of Zimbabwean businesses in order to get the US$50-million he needed to pay the International Monetary Fund to avoid expulsion from the fund when it next met to review Zimbabwe’s status.  My 8 May 2005 report on the proposed bailout:

DATE=05/08/2005
TYPE=BACKGROUND REPORT
TITLE= SAF ZIMBABWE
NUMBER=5-
BYLINE= DELIA ROBERTSON
DATELINE=JOHANNESBURG
CONTENT=

VOICED AT:

HEADLINE: 

INTRO:  At a meeting in Pretoria, South African Finance Minister Trevor Manuel has informed Zimbabwe’s Finance Minister Herbert Murerwa of South Africa’s conditions for paying a portion of Zimbabwe’s debt to the International Monetary Fund to prevent that country’s expulsion from the IMF.  Also present at the meeting were the two countries’ central bank governors.  From our Southern Africa bureau in Johannesburg, VOA’s Delia Robertson takes a closer look at the political and economic implications of the bailout.


TEXT:  For more than a month, Zimbabwe President Robert Mugabe has been trying to source a loan of some US$1-billion to make minimum payments on Zimbabwe’s debt, to fund food and agricultural products, and to pay for fuel.

Last month South Africa said it would consider providing a line of credit to Zimbabwe, but attached several economic and political conditions to the offer.  Mr Mugabe balked at the terms and instead went to China hoping for an unconditional loan – only to find that his warm welcome in Beijing did not include the assistance he was seeking. 

At a minimum Zimbabwe needs to pay the International Monetary Fund US$50-million in order to avoid expulsion from the fund when it next meets to review Zimbabwe’s status.  Zimbabwe is currently US$295-million in arrears with the IMF and this, together with its other international debts, could accrue to a US$1-billion balance of payments deficit by the first quarter of 2006.

This week Mr Mugabe’s emmissaries were back in South Africa, where they were offered about 10-percent of the US$1-billion they want.  In addition  they will have to commit to urgently engage in negotiations with the opposition Movement for Democratic Change, constitutional reforms, restoration of the rule of law, and the repeal of repressive laws such as those which inhibit a free media.

In addition to the political conditions, Finance Minister Manuel will want to see Zimbabwe implement an economic recovery plan that can be sustained over the long term.  The money will be paid in tranches, based on Zimbabwe meeting defined commitments.  And, it will not be handed to the government to spend as it pleases.  Instead it will be paid to international lenders, and directly to suppliers of energy, fuel, food and other essential goods.

South African officials have not publically confirmed these conditions – instead only saying any assistance must go to "economic recovery" and "political normalization" and that South Africa’s dealing with other countries are not based on conditions.  Privately however, government officials are expressing relief that South Africa now has some leverage to influence developments in Zimbabwe. It’s a leverage, says political analyst John Stremlau, that Mr. Mbeki has not had in the past in his dealings with Mr. Mugabe.
 
///STREMLAU ACT.///

As I’ve said so often in the past, if you think hard about what South Africa’s leverage over Zimbabwe is short of pulling the the kind of intervention that say the U.S. did in Iraq, there doesn’t seem to be a number of levers that were pullable.

///END ACT.///

But Mr Mugabe has in recent weeks frequently said that he would not accept any assistance that comes with conditions.  And, in fact, has refused to ask the World Food Program for food assistance even though as many as four million Zimbabweans are expected to require food aid by early next year. 

Before he visited Zimbabwe in May, the WFP’s James Morris made it clear that the only condition he would attach to such assistance, would be that the United Nations and its partners in the humanitarian sector in Zimbabwe would distribute the food.

Mr Stremlau of the the University of the Witwatersrand in Johannesburg, says Mr Mugabe is likely to continue to resist South Africa’s prodding toward change for as long as he can.

///2ND STEMLAU ACT.///

30:  I don’t think any of us can predict whehter or not Mugabe is prepared to compromise his policies which have raised such international concern.  South Africa’s central interest has been to promote a government of national unity which would allow Mugabe to step aside and for a new breed and a will of leadership to emerge and I think that’s probably what is behind this bargaining around the loan.

///END ACT.///

Zimbabwean economist Tony Hawkins says that even if South Africa were to loan Zimbabwe the full amount it wants, the benefits would not last long.

///HAWKINS ACT.///

I don’t think it would have anything like as major effect as some are suggesting.  In the current year, it looks as though zimbabwe is going to run a balance of payments deficit in the region of US$700-million to US$1-billion – so it could well be that if this loan were to materialize, it would be pretty much used up by the first quarter of next year.

///END ACT.///

In the past six years Zimbabwe’s economy has contracted by 40-percent, and the formal sector has shed 450-thousand jobs – down one third from 1.4-million.  Professor Hawkins of the Univeristy of Zimbabwe says the effects have been far-reaching.

///2ND HAWKINS ACT.///

People are obviously an awful lot poorer than they were.  Incomes are on average about 40 percent lower; we have seen a big outflow of skills, black skills, white skills – a lot of the younger people have moved on.  We have seen shrinkage in terms of companies, a number of foreign companies have just sold out and moved off – or relocated some of their operations, mostly to South Africa.  We have seen virtually no investment since 2000, we have seen a very serious deterioration in underlying infrastructure – anything from urban lighting, and sewerage and housing, right through to telephones, railways, aircraft, electricity provision.

///END ACT.///

The World Bank estimates that until the government’s recent forced removals campaign, the informal sector comprised 60-percent of Zimbabwe’s economy.  Mr Hawkins says the losses to the informal sector have affected suppliers in the formal economy, but he says the real effect has been to those people who made what was already a meagre income by selling from the streets or other micro-businesses.

///3rd HAWKINS ACT.///

And if you follow that one down it’s a knock on effect in the formal sector, but in the informal sector level, you have people who a few months were earning 5-6 hundred thousand Zimbabwe dollars a day from selling vegetables to people on street corners.  And we are now told that they are perhaps earning 1- or 2-hundred thousand dollars a day, by doing the same thing very clandestinely.

///END ACT.///

Professor Hawkins says that even if Zimbabwe does accept and implement the conditions set by South Africa and uses the money over the coming year to recover from its current crises, longterm recovery in the Zimbabwe economy will be very slow.

He says it will take at least eighteen months for Zimbabwe to re-establish a record of compliance with international lenders and start receiving assistance again.  And says Professor Hawkins, it will take at least a decade for the economy to start growing again.  (Signed)


NEB/DAR/ 

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