Stuck in Transit: Rethinking Russian Economic Reform

On 17 August 1998, Russia's economy was finally punished for its delay in economic reform. The lack of fiscal discipline and an overvalued exchange rate forced the government to devalue the rouble and default on its debt. In the immediate aftermath of the crisis, many forecasters predicted hyperinflation and a large and rapid fall in production. Victor Gerashchenko, dubbed 'the world's worst central banker' by Jeffrey Sachs, had been reappointed as governor of the Central Bank of Russia (CBR), and was expected to resort once again to printing money.

Fortunately, this scenario has not materialized. Instead, the Russian economy has been on a path of recovery with impressive growth rates in industrial production, albeit from a low base and mainly in import-substituting activities. Inflation has come down, and Gerashchenko's actions have been very different from those in 1992–4, with monetary growth kept at a reasonable level. But the other side of Gerashchenko's record is equally telling: there has been a failure to take action on restructuring the failed banking sector. To put it simply, Russia experienced economic growth without structural reform.

A new CEPR Report, 'Stuck in Transit: Rethinking Russian Economic Reform', explores the events of August 1998, their underlying causes and the deep flaws they exposed in the process of reform. Drawing on a series of major new research initatives at the Russian European Centre for Economic Policy (RECEP) in Moscow, the Report discusses the policy options for rebuilding the Russian economy.

Russia's decline under an overvalued exchange rate and its revival since are not surprising. What is surprising is unlike many other countries that have followed this path in recent years – the UK, Mexico, Korea, Thailand – Russia has not gone through a major recession in the wake of the currency crisis and prior to recovery. On the contrary, the slump has been extremely short-lived. The explanation for this phenomenon is that, unlike other countries, Russia was not hit with a credit crunch. Before August 1998, Russian banks mainly channelled money from local depositors and abroad into short-term Treasury bills (GKOs) and the booming stock market. Lending money to the real sector was considered too risky, given the poor development of creditor rights, the dire state of industry and the enormous risk-free gains that could be made in and around the GKO market. As a result, credit to the Russian real sector was unaffected by the crisis, since it had been largely non-existent beforehand.

Arrears

Since the beginning of transition, the tide of arrears has been mounting relentlessly: from the state to its employees; from taxpayers to the state; and from firms to firms. Research documented in the report highlights the mechanisms of arrears growth and offers indirect evidence that non-payment of taxes reflects long-term corporate distress rather than temporary difficulties. This observation suggests that the arrears phenomenon is a feature associated with the fact that large segments of Russian industry have not yet been restructured. Put differently, an acceleration of the pace of industry-level reform is likely to reduce arrears to the budget and not to increase them, despite claims to the contrary.

The role of monetary policy in this process is not clear-cut. Higher real interest rates increase arrears but so does an increase in the real money supply. Causation between real money and increases in arrears runs both ways (after 1994) with two widely different interpretations. It may be that tight money hurts firms or it may be that firms run arrears to accumulate money because it is profitable to do so. Tight fiscal policy can also increases arrears if it takes the form of a reduction in expenditures, although the effect is relatively small. On the other side of the budget, reductions in tax collection do not affect arrears. Hence, tight macroeconomic policies may contribute to increasing arrears.

Russia has announced several tax amnesties in the hope of solving the problem once and for all. Unfortunately, each amnesty was followed by another jump in tax arrears as non-compliant taxpayers interpreted the amnesty as a promise of further forgiveness and subsequently the cost of non-compliance fell. By contrast, a tough approach to arrears works. Bankrupting firms that do not pay taxes is likely to be the most powerful tool for combating arrears to the budget.

Taxes

Few analyses of the crisis have failed to highlight Russia's tax system as a key cause of the collapse. Revenue raising measures have dominated the government's discussions with the IMF, and on several occasions loan tranches were withheld in order to punish Russia for failing to meet tax collection targets. But does Russia really collect an unusually small amount in taxes? Research documented in the report suggests not.

Since 1994, Russia's general government revenues have remained remarkably stable as a share of GDP, despite variations in government personnel (including five prime ministers, eight finance ministers and five heads of the state tax service), political circumstances (two elections and two wars), financial market conditions, tax legislation and IMF pressure. The research presented in the report seeks to predict how much Russia can expect to raise in taxes by identifying a steady-state level for Russia's budget using cross-country data. Based on the 49 developed, developing and transition countries for which data are available, Russia is predicted to collect 32–33% of GDP, compared with an actual value of tax collection of 33% of GDP.

These results suggest that the level of taxes in Russia is close to the level that would be expected of a country of its size, income and economic structure. Tax evasion and arrears are certainly rampant, but it seems that they should be understood as the result of the state's attempt to extract more from the private sector than is feasible for a country in Russia's position. Explanations for the fiscal crisis should be sought in the level of expenditure and the distribution of revenues among levels of government rather than in the performance of the tax system. An important cause of the federal government's default was an outflow of revenues from the federal budget to the regions.

Fiscal Federalism

The main underlying principle of fiscal federalism (i.e. independence of different tiers of government) has been violated at both the regional and sub-regional level in Russia. Over the last decade the federal government has signed bilateral treaties with different levels of the federation that individually regulate its relationships with the regions. The terms of these treaties vary substantially, which creates a confusing and non-transparent system. In general, sub-federal (local) governments are responsible for provision of the most important and inelastic expenditures such as health, education and housing subsidies, while the most inelastic revenues accrue to the centre. This mismatch creates a need for an unreasonable amount of fiscal redistribution.

The Russian system of intergovernmental relations gives incentives to government officials at all levels for poor tax collection, rebellion against the federal centre (in the case of regions) and against the region (in the case of localities), and for inefficient overspending and subsidies. Lack of clarity in the division of revenue and expenditure responsibilities leads to constant bargaining between regions and the federation. The main findings of research on sub-federal relations are that localities have still not gained independence from the regional governments. Local officials have not been given sufficient responsibility for their decisions on expenditures and have not been granted the right to raise their own revenues. In addition, the fiscal dependence of local governments affects the distribution of public spending over different budget items and has a negative effect on the efficiency of local public goods provision.

The report concludes that a federal law is needed that would clearly regulate the redistribution process between the federation and regions and localities. On both the federal and sub-federal levels, funds should be distributed according to a fixed, long-term formula based on objective criteria. Regions could themselves design the rules for redistribution between localities. The most important criterion for such rules should be that local tax revenues are not redistributed in a confiscatory manner, thus leaving incentives for efficient tax collection and fostering of the local tax base.

Restructuring the Banking System

Despite various reform proposals, the collapse of the Russian banking sector has barely been addressed and numerous problems remain. Citizens' confidence in banks remains extremely low: CBR data indicate that there was a net outflow of household deposits from commercial banks between September 1998 and January 1999 towards cash and Sberbank (the state owned savings bank), with commercial banks' volume falling by 18%. It is essential to bring domestic private savings back into the financial system in order to reduce interest rates and fund restructuring and the state budget.

The report proposes a strategy of 'jump-starting' bank restructuring that has three main components. First, the establishment of a narrow bank sector that will ensure a country-wide retail operation network and the essential core payment system. Only in this sector would deposits be insured and then only partially. This provision will provide competition for the de facto monopoly of the retail sector enjoyed by Sberbank, which is the sole insured bank. Narrow banks would be able to invest only in safe assets, mostly government and CBR liabilities.

Second, the sequential closure of over 90% of all banks and the creation of a de facto concentrated commercial banking segment, to be achieved via extremely strict bank licensing. And third, the creation of a more transparent bank supervisory institution, which must be able to impose asset freezes and force shareholders to dilute their control through recapitalization via new share issues well ahead of financial distress. This arrangement is critical to ensuring an exit route and an ultimate source of discipline.

Financial-Industrial Groups

Related to the problems in the banking sector is the emergence of the Financial-Industrial Groups (FIGs). These groups involve close relationships between financial institutions and industrial enterprises, which allow firms access to capital without the need for arm's-length contracting with financial institutions and capital markets. West Germany and Japan relied on such structures to rebuild their post-war economies and similar entities appeared in the less developed countries of South East Asia and Latin America. But there is increasing scepticism about their efficiency, as the crises in the Asian economies and in Russia have cast a shadow over the benefits of such conglomerations.

The political power held by the FIGs played an important role in the process that caused the crisis. They offered a convenient route for tax evasion and capital flight via under-invoicing for exports and over-invoicing for imports. The recklessness of many banks' practices and the credibility granted to them by foreign investors can only be understood in terms of easy access to political and financial favours. The main drawback of conglomeration is that it often leads to the concentration of economic and political power in the hands of a few businessmen.

A bankruptcy threat is often not credible for a FIG and, as a result, its directors have fewer incentives to operate efficiently than the managers of small enterprises. The softness of the budget constraint can be manifested in many ways, ranging from subsidies to FIG enterprises and tolerance of FIG tax arrears to bailouts of bankrupt FIG banks. Other favours include cheap credits and import barriers. Although FIGs do contribute to growth in the early stages of their development, they can eventually lead to inefficiencies by promoting too close a relationship between businesses, banks and the government.

Industrial Restructuring 

In contrast with most Russian firms, firms in the Central European countries have restructured. Whether state-owned, corporatized or privatized, they reacted to increased product market competition and a hardening of the budget constraint. Their adjustment was mainly defensive, but the survival-oriented strategy of the state-owned sector led to significant downsizing and asset sales. This facilitated the transfer of assets to more productive uses and contributed to the development of a new private sector.

What are the conditions that could trigger a similar process in Russia? Beyond obvious steps, such as the elimination of corruption and enforcement of contracts, the report advocates a number of measures that focus directly on the enterprise sector. First, competition should be increased in the product market. It must deal with the formation of new types of large and powerful organizations, such as FIGs. The creation of large private enterprises should not be forbidden but neither should they be encouraged by special fiscal advantages.

Second, the hardening of bank credit to firms. This must involve not only supervision and regulation of the financial sector, but also the creation of adequate incentives for commercial banks to enforce hard budget constraints on their borrowers and to initiate bankruptcy procedures. If banks became tougher on bad debtors and undertook measures to ensure the repayment of established enterprises’ debts then the new private sector may find it easier to finance its growth.

Third, the enforcement of bankruptcy laws. The credible threat of bankruptcy may change the expectations of employees and managers and encourage them to adopt various measures, including scaling down production and employment to avoid insolvency. Non-enforcement of bankruptcy procedures often comes from the fear of massive, politically unsustainable waves of lay-offs. But even without official bankruptcies, employees can become de facto unemployed – e.g. by no longer receiving their wages.

Barter Economy

One of the striking features of Russia's economic transition has been the enormous growth in the use of barter. What was a transitory phase of transition in Central Europe has become an endemic feature of the Russian situation. In 1992, barter accounted for around 5% of enterprise transactions; by 1997 this had increased to at least 47%. The proliferation of barter imposes huge externalities on the economy as a whole. By definition, barter transactions are much less observable and are therefore less taxable. But barter can also act as an entry barrier and therefore hinder both restructuring and competition.

The key results of the empirical research documented in the Report are that the likelihood that an enterprise will engage in barter is independent of its financial position; and that barter is more common in larger enterprises and in more concentrated industries. These findings imply that since the search costs of finding countertrade partners are very low, the Russian economy may be in a barter trap where barter is so common that it is less costly to carry out exchanges without money. The Report argues that printing more money will not solve the problem: an increase in the nominal money supply will merely result in inflation, and the real money supply will remain unchanged.

But why is barter prevalent in Russia, while it is virtually non-existent in other economies? One possible explanation for the peculiarity of the Russian experience is the existence of multiple equilibria. The Report's analysis suggests that at some level of competitiveness the barter equilibrium disappears and industry jumps to the no-barter equilibrium. Even if competition policy may have had little effect so far, barter may fall dramatically when a certain threshold level of competition is achieved. This multiple equilibria argument is one way of interpreting the so-called 'post-Washington consensus', which states that institutions that are essential for transition may fail to emerge spontaneously.

The Report concludes that both parliamentary and presidential elections have created a post-crisis environment in which politicians were taking a cautious approach to economic policy. This has both positive and negative consequences: positive in that policies have become predictable, but negative in that the political will to engage in large-scale institutional and structural reforms was still absent. Once Russia recovers from campaign fever, a new parliament and president will have to face the underlying structural problems and lack of institutional development.

'Stuck in Transit: Rethinking Russian Economic Reform' is Edited By Erik Berglöf (Stockholm Institute of Transition Economics and East European Economies, RECEP and CEPR) and Romesh Vaitilingam.