Jordan Times
Tuesday, January 10, 2006

Adjustment to sharply lower grants, reducing fiscal rigidities remain key challenges for Jordan — IMF

Report commended the government for the impressive economic performance with an exceptionally strong economic recovery and fall in unemployment, low inflation, and a continued strong external reserves position
By Khaled Nuaimat

AMMAN — A report by the International Monetary Fund (IMF) commended Jordan's efforts in stabilising its macroeconomics during the past several years.

The IMF directors concluded earlier this week the 2005 Article IV consultation, post-programme monitoring discussions, and ex post assessment with Jordan.

The IMF executive board, noted that significant progress has been made in Jordan over the past several years towards macroeconomic stabilisation and economic restructuring, supported by external debt rescheduling.

They commended the government for the impressive economic performance in 2004, with an exceptionally strong economic recovery and fall in unemployment, low inflation, and a continued strong external reserves position.

According to sources in the IMF, this favourable outcome reflected the adoption of sound macroeconomic policies and strong ownership of the reform efforts, as well as the positive impact of large external grants.

The directors said: “Notwithstanding these achievements, there is a need to sustain strong policies, as the economy remains vulnerable to external shocks.”

The IMF said that some of these vulnerabilities have materialised in 2005 and that the macroeconomic situation is likely to deteriorate in the near term under unchanged policies.

Although the economy has continued to grow briskly in the first half of 2005, mainly on account of higher domestic consumption, the rapid increase in oil prices and the sharp decline in external grants have significantly weakened the macroeconomic outlook.

They added the Kingdom has suffered a durable terms of trade loss, noting that the budget and the external current account deficits, including grants, are set to widen significantly in 2005, and could deteriorate further in the medium term if external grants decline further and oil prices remain high.

“Adjustment to the sharply reduced level of foreign grants and reducing fiscal rigidities remain the key challenges for Jordan to go forward,” the IMF report stressed.

They welcomed the thrust of the government's new reform strategy that was launched in July 2005.

The strategy aims at containing aggregate demand by eliminating politically sensitive subsidies for petroleum products by March 2007, curbing government expenditures, and mobilising revenues in order to gradually reduce the fiscal deficit over the next four to five years, supported by a tighter monetary policy.

At the same time, a group of the directors said that “in the absence of additional external financing, further expenditure cuts and intensified revenue mobilisation might be required to meet the official plans for containing the fiscal deficit.”

Other directors, however, considered the government's medium-term reform agenda broadly appropriate and that it strikes the right balance between short-term macroeconomic goals and long-term growth objectives. They welcomed the government's intention to take additional measures as warranted by future developments.

The report supported the government's plan to eliminate petroleum product subsidies by March 2007, but some directors encouraged the government to adopt a quarterly, or even monthly, formula-based automatic petroleum product price adjustment system in place of semi-annual discretionary increases.

Other board members, however, considered the government's gradual approach to adjusting fuel prices to be appropriate given the associated social and political constraints.

However, all members broadly agreed that, in order to mitigate the likely adverse effects of such reforms on the poor, the social safety net should be reformed expeditiously as recommended by the fund technical assistance and with the support of the World Bank to better target support through the National Aid Fund to the most vulnerable segments of the society.

“There is scope for significant further reductions in current expenditures through early civil service reforms and limiting capital spending to projects with firm financing and high economic returns,” the report said.

“Moreover, concerted efforts are needed to improve expenditure management, macro-fiscal forecasting and analysis, and to strengthen fiscal management through the introduction of a government financial management information system and closer coordination of fiscal and monetary policies,” the report added.

IMF directors underlined the importance of realignment of the General Sales Tax (GST) rate with the standard rate, elimination of GST exemptions, and an early reform of the income tax as envisioned by the government.

They said consideration should also be given to improving real estate taxation emphasising that the momentum of privatisation should be maintained in order to improve resource allocation and support market-oriented private sector-based economic growth.

The IMF supported the efforts of the Central Bank of Jordan (CBJ) to tighten monetary policy since 2004, in view of the rapid growth of domestic credit, and consistent with maintaining the dinar peg to the US dollar.

The report also welcomed the CBJ's intention to take further action to support price stability and stressed the need for improved coordination of monetary and fiscal policies.

“While the peg has served the country well, the government should continue to develop institutional capacity regarding monetary policy with the help of fund technical assistance, which might facilitate a future shift towards greater exchange rate flexibility,” the IMF directors said regarding the exchange rate policy in Jordan.

According to some directors, the peg should be maintained noting various factors that can be expected to help safeguard competitiveness and improve the external position, including the recent pick up in productivity growth, and the benefits to the export sector of the ongoing trade liberalisation and other reforms.

The report supported the CBJ's cautious approach towards the licensing of new banks, and agreed that stricter regulation of concentration ratios and a better assessment of guarantees, in addition to safeguards on personal consumer loans, would help further improve risk management.

“While sound and sustainable macroeconomic policies will be a critical element in the development of the domestic financial markets, the volatility of capital flows and asset prices would need to be addressed through strengthening domestic financial institutions,” the IMF stated.

In addition, the development of Jordan's securities markets will be crucial to serve as an alternative source of funding and managing of the financial risks associated with asset price volatility.

The IMF said the regulatory system should be simplified and modernised to encourage investment in productive and tradable activities.

They agreed that, in a difficult geopolitical situation, significant progress has been made in macroeconomic stabilisation, but long-standing vulnerabilities to external shocks remain.

The IMF directors supported the authorities' intention to continue their post-programme monitoring with the fund.


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