Saturday, 18 January 2014

Government cannot do business, not even poorly. (Number 4)

My view about public enterprises is that they are not good for business but I know and I have stated here that public enterprises have worked in Europe. Developing countries were forced to sell these public enterprises because they were a cost to the economy which is true. Under the current economic conditions, it would be difficult for public enterprises to succeed. I have this feeling that under good conditions especially with stewardship conditions  and less corruption, these enterprises may be the solution to some of Africa’s economic challenges. I found this article interesting.

Public enterprises (PEs) are the embodiment of a nation’s collective aspirations. They were set up, with the noble idea of enabling relatively underdeveloped economies like ours to fast track development. We also believed that they helped us retain control of the ‘commanding heights’ of our economies. Public finance literature, which is
Western in orientation is replete with justifications of why societies (read governments) need to form PEs. These arguments are legion. These institutions enable governments to deliver socially desirable goods and services that the private sector is ill suited to provide. They also enable governments to influence and, therefore, drive economic activity in a desired direction. For example, governments can set up development banks, which provide low cost loans to investors over the long term. If these banks are significant actors in the economy, they can influence the price of money markedly. They can also be used to kick-start development on new frontiers where private capital is reticent. In the 1960s Uganda Hotels investments in various upcountry towns formed the nucleus around which towns developed. The hotels formed a bulwark for commerce by providing demand for employment, a meeting place in these rural areas and in a sense, a livable environment for newly arriving investors.
Waiting for Godot
Uganda’s reforms have had a significant positive impact and in many cases improved service delivery through the private sector. But for many, this trickle down process is akin to ‘waiting for Godot’. Many suffered the vagaries of structural adjustment as public sector jobs disappeared and the private sector did not take up the slack. The mixture of free-market rhetoric and government intervention has worked particularly badly for developing countries. We were told to stop intervening in agriculture, thereby exposing farmers to devastating competition from the United States and Europe. Our farmers might have been able to compete with American and European farmers, but they could not compete with US and European Union subsidies. Not surprisingly, investments in agriculture in developing countries faded, and a food gap widened in many countries with inclement weather patterns. Subsidized products under PL 480 ‘From the American People’ are a very stigmatizing reminder of failure to take care of our own!
Things seem to be changing though
According to American economic guru Joseph Stiglitz, the neo-liberalism, that grab-bag of ideas based on the fundamentalist notion that markets are self-correcting, allocate resources efficiently, and serve the public interest well seems to be on the wane. It was this market fundamentalism that underlay Thatcherism, Reaganomics, and the socalled “Washington Consensus” in favor of privatization, liberalization, and independent central banks focusing single-mindedly on inflation. For a quarter-century, there has been a contest among developing countries, and the losers are clear: countries that pursued neo-liberal policies not only lost the growth sweepstakes; when they did grow, the benefits accrued disproportionately to those at the top.
We now know that markets are not efficient and it is a fallacy to believe that they always lead to optimal resource allocation. The American housing crisis and its fall out is all too obvious as a bad experiment in liberalism. Left to their own devices, markets will allocate resources to the most profitable sectors of the economy, without necessarily optimizing the desired outcomes because the priorities of the private sector do not necessarily align with the short and long-term keyperformance indicators of a government or the economy. Thus, even as we liberalized, there was a greater need for regulation of the private sector to create a level playing field.
Private sector led is necessary but...
What we have since learnt is that private sector led growth is necessary but not sufficient for economic transformation in poor countries like Uganda. The private sector is still small and poorly resourced. Investors in the private sector are also profit driven rather than socially oriented. It is therefore difficult to use only tax incentives to divert investment away from Kampala, if that is where the largest market and skills are located.
In the past, through Uganda
Development Corporation (UDC), government set up several large-scale investments were geographically distributed and thus made an impact on different regional sub economies. Today these investments have been run down and it is not practical to expect the private sector to invest in remote areas purely for purposes of those areas regeneration. Thus the critical and strategic role of a more efficiently managed UDC remains relevant to our development agenda. Nucleus activities as a basis for regenerating upcountry towns are a must and this does not lie within the remit of private enterprises. Government must reenergize and efficiently manage its social investment programmes through vehicles like UDC, Uganda Development Bank Limited (UDBL) and other strategic vehicles. These strategic areas include energy, infrastructure and social services – health and education.

Subjecting such sectors to market forces without any form of regulation may result in failure to achieve government objectives such as balanced growth and wealth redistribution. It is true that many of the PEs that were eventually privatized were non performing. But most of the privatised PEs had been formed by nationalizing companies under the 1970 ‘Move to the Left’ and the 1972 ‘Economic War’ policies. Indeed, government had no business making soft drinks or tobacco! That however, does not negate the strategic importance of a public transport system, which cannot be commerciallydelivered by a private sector operator on its own. That is the legacy of UTODA’s mess in Kampala – failure to run a rationally managed transport system. Improving pay in the public service with specific emphasis on social services (education and health) and eliminating rent seeking behaviour that debilitates government programmes is a must. One of the problems created by a poor public sector pay is corruption. Powerful, but poorly incentivized public servants derail government programmes by: not attending to their mandate and key service delivery programmes, diverting resources meant for service delivery for their own use, forcing the intended beneficiaries to ultimately pay for services that have been already paid for through the consolidated fund and not regulating PEs under their docket effectively. Indeed the failure of PEs seems to have been a direct result of poor governance rather than the original flawed thinking that they did not work. In many instances, services have not been delivered because the public sector pay is not performance based and the intended beneficiaries lost the moral authority to challenge service delivery after abolition of local poll taxes. In addition, especially in the case of local government, the introduction of elective office has muddled the political and civic roles of public office. Efforts by local government leaders to deliver services are often denigrated by voters who threaten not to vote for serious leaders. In Lwengo district, the LC chairperson, one George Mutabaazi, was warned that he would lose votes in the next election for haranguing his constituents to build better houses. The general result of the mixed roles is that those charged with the responsibility of service delivery are constrained by the need to pander to populist and laissez faire attitudes. So maybe, as with changing times, PEs will have a second lease of life in some sectors. At least we now know what makes them work and what makes them fail. According to Stiglitz again, there is a mismatch between social and private returns. Unless they are closely aligned, the market system cannot work well. Neo-liberal market fundamentalism was always a political doctrine serving certain interests. It was never supported by economic theory. Nor, it should now be clear, is it supported by historical experience. Learning this lesson may be the silver lining in the dark cloud now hanging over the global economy.

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