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IEO

Title Page

IEO

Independent Evaluation Office

of the International Monetary Fund

GROWTH AND ADJUSTMENT IN IMF-SUPPORTED PROGRAMS

EVALUATION REPORT 2021

About the IEO

Established in 2001, the Independent Evaluation Office (IEO) conducts independent and objective evaluations of the IMF’s policies, activities, and products. In accordance with its terms of reference, it pursues three interrelated objectives.

  • ▸ To support the Executive Board’s institutional governance and oversight responsibilities, thus contributing to accountability.

  • ▸ To enhance the learning culture within the Fund by increasing the ability to draw lessons from experience.

  • ▸ To strengthen the Fund’s external credibility by enhancing transparency and improving understanding of the work of the IMF.

Independence is the fundamental anchor of the IEO’s work. It is completely independent of the IMF’s management team and staff, and operates at arm’s length from the Executive Board. Its budget is separate from the Fund’s (it accounts for about 0.5 percent of the institution’s total budget), but subject to the same control procedures. The IEO is entitled to access any internal information and documents and does with very limited exceptions. The office’s work is evaluated periodically by external experts.

For further information on the IEO and its ongoing and completed evaluations, please see our website IEO.IMF.org or contact the IEO at +(1) 202.623.8623 or at IEO@IMF.org.

Title Page

IEO

Independent Evaluation Office

of the International Monetary Fund

GROWTH AND ADJUSTMENT IN IMF-SUPPORTED PROGRAMS

EVALUATION REPORT 2021

Copyright Page

©2021 International Monetary Fund

CATALOGING-IN-PUBLICATION DATA IMF LIBRARY

Names: International Monetary Fund. Independent Evaluation Office, issuing body. | International Monetary Fund, publisher.

Title: Growth and adjustment in IMF-supported programs

Other titles: Growth and adjustment in International Monetary Fund-supported programs. | Evaluation report (International Monetary Fund. Independent Evaluation Office); 2021.

Description: Washington, DC : International Monetary Fund, 2021. | “This report was prepared by an IEO team led by Jun Il Kim, and including Jung Yeon Kim, Reginald Darius, Yasemin Bal Gündüz, Joshua Wojnilower, Jean-Marc Bedhat Atsebi, Kwang Yeon Lee, Jiakun Li, and Hasan Toprak.” | Evaluation report (International Monetary Fund. Independent Evaluation Office). | Includes bibliographical references.

Identifiers: ISBN 9781513594477 (paper)

Subjects: LCSH: International Monetary Fund—Evaluation. | Economic development. | Economic stabilization.

Classification: LCC HG3881.5.I58 I58 2021

Publication orders may be placed online, by fax, or through the mail:

International Monetary Fund, Publication Services

P.O. Box 92780, Washington, DC 20090, U.S.A.

Tel: +(1) 202.623.7430 | Fax: +(1) 202.623.7201

E-mail: publications@imf.org

bookstore.IMF.org

elibrary.IMF.org

Contents

  • FOREWORD

  • CONTRIBUTORS

  • ABBREVIATIONS

  • EXECUTIVE SUMMARY

  • 1. INTRODUCTION

  • 2. ATTENTION TO GROWTH IN IMF POLICIES ON LENDING AND PROGRAM DESIGN

  • 3. GROWTH AND ADJUSTMENT OUTCOMES OF IMF-SUPPORTED PROGRAMS

    • Time Pattern of Growth and Adjustment Outcomes

    • Growth and Adjustment Outcomes Relative to Projections

    • Growth Outcomes Relative to Benchmark

    • Sources of Growth Optimism

    • Assessment

  • 4. ASSESSING THE GROWTH IMPACT OF IMF-SUPPORTED PROGRAMS

    • Growth Impact During the Program

    • Post-Program Growth Impact

    • Sustained Growth Surges and IMF-Supported Programs

    • Assessment

  • 5. GROWTH ASPECTS OF MACROECONOMIC PROGRAM DESIGN

    • Attention to Growth and Sustainability in Program Design

    • Lessons from Country Experience

    • Assessment

  • 6. FISCAL ADJUSTMENT, FISCAL REFORMS, AND GROWTH

    • Fiscal Multipliers in Program Design and Outcomes

    • Attention to Growth-Friendly Fiscal Adjustment

    • Attention to Growth in Fiscal Reforms

    • Lessons from Country Experience

    • Assessment

  • 7. STRUCTURAL CONDITIONS, STRUCTURAL REFORMS, AND GROWTH

    • Composition, Implementation, and Depth of Structural Conditions

    • Structural Conditions and IMF Capacity Development

    • Collaboration with Partner Institutions

    • Structural Conditions and Structural Reforms

    • Lessons from Country Experience

    • Assessment

  • 8. EXCHANGE RATE POLICY, EXTERNAL ADJUSTMENT, AND GROWTH

    • Exchange Rate Regime Transition

    • Developments in Nominal and Real Exchange Rates

    • Real Exchange Rates, External Adjustment, and Growth

    • Lessons from Country Experience

    • Assessment

  • 9. MARKET DEBT OPERATIONS AND GROWTH

    • Market Debt Operations in IMF-Supported Programs

    • Experience with Debt Operations

    • Adjustment and Growth Outcomes in Programs with Debt Operations

    • Lessons from Country Experience

    • Assessment

  • 10. FINDINGS, LESSONS, AND RECOMMENDATIONS

    • Findings

    • Lessons

    • Recommendations

  • BOX

    • 1. Background Papers

  • FIGURES

    • 1. Composition of Program Objectives: 2008–19

    • 2. Growth and Adjustment Trajectories: GRA and PRGT Programs

    • 3. Growth and Adjustment Trajectories: GRA Crisis and Other GRA Programs

    • 4. Growth: Program Projections and Outcomes

    • 5. Distribution of Growth Outcomes Relative to Initial Projections

    • 6. External Adjustment: Program Projections and Outcomes

    • 7. Phasing of External Adjustment: Initial Projections and Outcomes

    • 8. Fiscal Adjustment: Program Projections and Outcomes

    • 9. Phasing of Fiscal Adjustment: Initial Projections and Outcomes

    • 10. Distribution of Change in Debt

    • 11. Distribution of Growth Outcomes Relative to Benchmark

    • 12. Short-Run Growth Impact of IMF-Supported Programs

    • 13. Short-Run Growth Benefits by Implementation and Quality of SCs

    • 14. Post-Program Potential Growth Regression Coefficients

    • 15. Selected Countries with Growth Surges and IMF-Supported Programs

    • 16. Growth Surges and Their Association with IMF-Supported Programs

    • 17. Fiscal Reactions in Initial Program Design

    • 18. Linear Fiscal Reaction Coefficients: Initial Program Design

    • 19. Fiscal Reaction Coefficients: Program Adaptation

    • 20. Share and Depth of Fiscal SC

    • 21. Distribution of Tax-Related SCs in IMF-Supported Programs

    • 22. Implementation of Fiscal SC by Area

    • 23. Share of Programs with Growth-Friendly Fiscal Outcomes

    • 24. Fiscal SCs, Public Investment, and Social Spending

    • 25. Volume of SCs Per Program: 2009–19

    • 26. Composition of Structural Conditions by Depth and Sector

    • 27. Implementation, Depth, and Content of SCs: 2009–16

    • 28. Volume of SCs and SC Implementation

    • 29. Volume of SCs and TA Delivery

    • 30. Country Capacity, IMF TA, and SC Implementation

    • 31. IMF TA and SC Implementation by Sector

    • 32. Program Outcomes by Exchange Rate Regime

    • 33. Developments in the Bilateral Nominal Exchange Rate

    • 34. Developments in NEER and REER

    • 35. Bivariate Relationship Between Changes in the NEER and REER

    • 36. Cross-Country Distribution of Cumulative REER Changes During Programs

    • 37. Cross-Country Distribution of Changes in REER and NER: First Year of the Program

    • 38. Percentage Deviation from Trend REER

    • 39. REER Reaction to Pre-Program Overvaluation

    • 40. External Adjustment and Change in REER

    • 41. Growth Outcomes by Change in the REER: Completed Programs

    • 42. Programs in Case Studies with REER Depreciation of 5 Percent or More

    • 43. Adjustment and Growth Trajectories: Programs With and Without Debt Operations

    • 44. Debt Outcomes of Programs with Debt Operations

    • 45. Growth Outcomes of Programs with Debt Operations

  • TABLES

    • 1. Distribution of Growth Deviations by Program Type

    • 2. Fiscal Multipliers in Program Design

    • 3. Tax and Expenditure Trends Associated with IMF-Supported Programs

    • 4. Trends in Health and Education Spending in IMF-Supported Programs

    • 5. Structural Conditions by Depth, Content and Sector

    • 6. Implementation Status, Depth and Content of SCs

    • 7. Average SC Scores: Core vs. Shared/Non-Core Areas of IMF Expertise

    • 8. Exchange Rate Regime Transition Probability

  • ANNEX

    • Table A1. IMF Lending Arrangements: September 2008–March 2020

    • Figure A1. Distribution of Program Approvals: 2008–16

    • Table A2. Composition of the Evaluation Sample

  • REFERENCES

  • STATEMENT BY THE MANAGING DIRECTOR

  • THE ACTING CHAIR’S SUMMING UP

The following Background Papers are available on the IEO website at IEO.IMF.org:

BP/21-01/01. Cross-Country Analysis of Program Design and Growth Outcomes: 2008–19

BP/21-01/02. Initiating Growth Surges: The Role of IMF-Supported Programs

BP/21-01/03. Fiscal Adjustment and Growth in IMF-Supported Programs

BP/21-01/04. Structural Conditionality, Structural Reforms and Growth in IMF-Supported Programs

BP/21-01/05. Exchange Rate Adjustment and Growth in IMF-Supported Programs

BP/21-01/06. Market Debt Operations and Growth in IMF-Supported Programs

BP/21-01/07. Growth and Adjustment in IMF-Supported Programs for Africa

BP/21-01/08. Growth and Adjustment in IMF-Supported Programs for Asia and Pacifc

BP/21-01/09. Growth and Adjustment in IMF-Supported Programs for Europe

BP/21-01/10. Growth and Adjustment in IMF-Supported Programs for Middle East and Central Asia

BP/21-01/11. Growth and Adjustment in IMF-Supported Programs for Western Hemisphere

The following conventions are used in this publication:

  • ▸ An en-dash (–) between years or months (e.g., 2021–22 or January–June) indicates the years or months covered, including the beginning or ending years or months.

  • ▸ A slash (/) between years or months (e.g., 2021/22) indicates a fiscal or financial year, as does the abbreviation FY (e.g., FY2021).

  • ▸ “Billion” means a thousand million; “trillion” means a thousand billion.

Some of the documents cited and referenced in this report were not available to the public at the time of publication of this report. Under the current policy on public access to the IMF’s archives, some of these will become available three or five years after their issuance. They may be referenced as EBS/YY/NN and SM/YY/NN, where EBS and SM indicate the series and YY indicates the year of issue. Certain other types of documents may become available 20 years after their issuance. For further information, see IMF.org/external/np/arc/eng/archive.htm.

Foreword

This evaluation examines a critical and long-standing issue for IMF lending: how well have IMF-supported programs been able to sustain economic activity while delivering adjustment needed for external viability? Lessons from this evaluation are particularly relevant as many countries seeking IMF support in response to the COVID-19 pandemic face strong headwinds to growth.

After careful empirical analysis of IMF financing arrangements over the period 2008–19, the evaluation does not find evidence of a consistent bias towards excessive austerity in IMF-supported programs. Indeed, it finds that IMF-supported programs have yielded growth benefits during the program relative to a counterfactual of no Fund engagement and have boosted post-program growth outcomes.

Notwithstanding these positive findings, program growth outcomes consistently fell short of program projections. Greater scrutiny of the realism of program projections would certainly help to mitigate growth optimism, but even more important would be to achieve stronger and better growth outcomes by paying greater attention in program design and implementation to growth-friendly policies, including social and distributional consequences.

To shed light on how to meet this challenge, the evaluation assesses the extent to which different policy instruments were used to support program growth objectives. It finds that growth‐ friendly fiscal policies typically had only mixed success, including in protecting low‐income and vulnerable groups. Structural conditionalities were of low depth and their potential growth benefits were not fully realized, suggesting a need to promote deeper, more growth-oriented reforms supported by more effective capacity development and stronger collaboration with the World Bank and other relevant partners. Use of the exchange rate instrument was relatively limited, while market debt operations were sometimes too little and too late.

Based on these findings, the report proposes three recommendations aimed at strengthening attention to growth implications of IMF-supported programs, including the social and distributional consequences. I am pleased that all three were endorsed broadly by the Managing Director and by the Executive Board during the Board discussion of the report. I look forward to more detailed decisions to move this agenda forward.

Charles Collyns

Director, Independent Evaluation Office

Contributors

This report was prepared by an IEO team led by Jun Il Kim, and including Jung Yeon Kim, Reginald Darius, Yasemin Bal Gündüz, Joshua Wojnilower, Jean-Marc Bedhat Atsebi, Kwang Yeon Lee, Jiakun Li, and Hasan Toprak.

The external consultants were Peter Allum, Ajai Chopra, Russell Kincaid, Mauro Mecagni, and Marco Pinon-Farah for the country case studies, and Aitor Erce and Sanjeev Gupta for the thematic papers.

The team is grateful to Annette Canizares, Arun Bhatnagar, Andrea Nicole Tumbaco, and Amy Gamulo for administrative assistance.

The evaluation benefited from discussions with participants at several workshops and many interviews with country officials and Fund staff. However, the final judgments are the responsibility of the IEO alone.

The report was approved by Charles Collyns.

Abbreviations

AREAER

Annual Report on Exchange Arrangements and Exchange Restrictions

ASCD

Average Depth Score of Structural Conditions

ASCG

Average Growth-Orientation Score of Structural Conditions

ASCI

Average Implementation Score of Structural Conditions

ASCID

Average Composite of Implementation and Depth Scores of Structural Conditions

ATE

Average Treatment Effect

BOP

Balance of Payments

CA

Current Account

CD

Capacity Development

CEMAC

Central African Economic and Monetary Community

DLP

Debt Limits Policy

DSA

Debt Sustainability Analysis

DSF

Debt Sustainability Framework

EA

Exceptional Access Arrangement

ECF

Extended Credit Facility

EDY

External Debt-to-GDP Ratio

EFF

Extended Fund Facility

ERPT

Exchange Rate Pass-Through

ERR

Exchange Rate Regime

ESAF

Enhanced Structural Adjustment Facility

ESF

Exogenous Shocks Facility

FAFE

Fiscal Adjustment Forecast Error

FSCI

Aggregate Implementation Score of Fiscal SCs

FSCID

Aggregate Implementation and Depth Score of Fiscal SCs

FSCIDG

Aggregate Implementation, Depth, and Growth-Orientation Score of Fiscal SCs

FSL

Fiscal Stability Law

FTE

Full-Time Equivalent

GFE

Growth Forecast Error

GEI

Government Effectiveness Index

GFC

Global Financial Crisis

GRA

General Resources Account

IDI

International Development Institution

LIA

Lending into Arrears

LIC

Low-Income Country

LIC-DSF

Low-Income Country Debt Sustainability Framework

LIOA

Lending into Official Arrears

MAC

Market Access Country

MAC DSA

Market Access Country Debt Sustainability Analysis

MONA

Monitoring of Fund Arrangements

NEER

Nominal Effective Exchange Rate

NER

Nominal Exchange Rate

NPL

Non-Performing Loan

NPV

Net Present Value

OGNC

Operational Guidance Note on Conditionality

PBY

Fiscal Primary Balance (as a share of GDP)

PDY

Public Debt-to-GDP Ratio

PFM

Public Financial Management

PRGF

Poverty Reduction and Growth Facility

PRGT

Poverty Reduction and Growth Trust

PSI

Policy Support Instrument

PUBINVY

Public Investment (as a share of GDP)

REER

Real Effective Exchange Rate

ROC

Review of Program Design and Conditionality

SBA

Stand-By Arrangement

SC

Structural Condition

SCF

Stand-By Credit Facility

SCI

Aggregate Implementation Score of SCs

SCID

Aggregate Implementation and Depth Score of SCs

SCIDG

Aggregate Implementation, Depth, and Growth-Orientation Score of SCs

SOCIALY

Social Spending (as a share of GDP)

SRI

Structural Reform Index

TA

Technical Assistance

VAT

Value-Added Tax

WAEMU

West African Economic and Monetary Union

WEO

World Economic Outlook

YGAP

Output Gap (in percent of trend GDP)

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