Front Matter
Author:
Ms. Anne Marie Gulde
Search for other papers by Ms. Anne Marie Gulde in
Current site
Google Scholar
Close
,
Mr. David S. Hoelscher
Search for other papers by Mr. David S. Hoelscher in
Current site
Google Scholar
Close
,
Mr. Alain Ize
Search for other papers by Mr. Alain Ize in
Current site
Google Scholar
Close
,
Mr. Dewitt D Marston
Search for other papers by Mr. Dewitt D Marston in
Current site
Google Scholar
Close
, and
Mr. Gianni De Nicolo
Search for other papers by Mr. Gianni De Nicolo in
Current site
Google Scholar
Close

Abstract

This paper addresses the challenges to prudential supervision in highly dollarized economies, where central banks and supervisors may be constrained in the use of standard money and financial policy tools. The study’s conclusions are the basis of an ongoing policy dialogue with IMF member countries, standard-setters in the financial area, and academia. The paper is part of the policy development work conducted by the IMF’s Monetary and Financial Systems Department.

Financial Stability in Dollarized Economies

Anne-Marie Gulde, David Hoelscher,

Alain Ize, David Marston, and Gianni De Nicolo

INTERNATIONAL MONETARY FUND

Washington DC

2004

© 2004 International Monetary Fund

Production: IMF Multimedia Services Division

Cataloging-in-Publication Data

Financial stability in dollarized economies / Anne-Marie Gulde … [et al.] — Washington, D.C.: International Monetary Fund, 2004.

p. cm. — (Occasional paper; 230)

Includes bibliographical references.

ISBN 1-58906-296-5

1. Dollar, American. 2. Banks and banking. 3. Monetary policy. I. Gulde, Anne-Marie. II. Occasional paper (International Monetary Fund); no. 230

HG230.3.F35 2004

Price: US$25.00

(US$22.00 to full-time faculty members and students at universities and colleges)

Please send orders to:

International Monetary Fund, Publication Services

700 19th Street, N.W., Washington, D.C. 20431, U.S.A.

Tel.: (202) 623–7430 Telefax: (202) 623–7201

E-mail: publications@imf.org

Internet: http://www.imf.org

Contents

  • Preface

  • I Introduction

  • II Implications of Dollarization for Financial Stability

    • Are Dollarized Financial Systems Inherently Vulnerable?

    • What Are the Specific Financial Risks of Partial Dollarization?

  • III Managing Bank Runs in Dollarized Countries

    • Provision of Emergency Liquidity

    • Depositor Protection

    • Administrative Measures

  • IV Prudential Framework for Managing Dollarization Risks

    • How Are Dollarized Countries Managing Dollarization Risks?

    • Is a Regulatory Tightening Needed?

    • Agenda for Prudential Reform

    • Enhancing the Attractiveness of Local Currency

    • Implementation Issues

  • V Conclusions

  • References

  • Boxes

    • 1. Dollarization Types and Trends

    • 2. Dollarization Levels Versus Dollarization Risks

    • 3. Systemic Risk Potential and Dollarization

    • 4. Costs and Benefits of Norms to Control Liquidity Risk: The Case of Peru

    • 5. Practical Safeguards and Countermeasures for Offshore Financial Centers

  • Tables

    • 1. Average Foreign Currency Deposits to Total Deposits

    • 2. Indicators of Domestic Financial Intermediation in Foreign Currency, 2001

    • 3. Deposit Volatility and Dollarization

    • 4. Impact of Dollarization on Financial Soundness Indicators

    • 5. Bank Runs in Partially Dollarized Economies

    • 6. Risk Management Arrangements in Dollarized Economies

    • 7. Creditor Runs in the Peruvian Banking System

  • Figures

    • 1. Foreign Currency Deposits

    • 2. Foreign and Local Currency Deposits

    • 3. Interest Rates on Foreign Currency Deposits

    • 4. Deposit and Loan Dollarization

    • 5. Real and Financial Dollarization

    • 6. Dollarization and Volatility of the Bilateral Real Exchange Rate to the U.S. Dollar, 1990–2001

    • 7. Average Dollarization and Official Reserves to M2, 1996–2001

The following symbols have been used throughout this paper:

  • … to indicate that data are not available;

  • — to indicate that the figure is zero or less than half the final digit shown, or that the item does not exist;

  • – between years or months (e.g., 1998–99 or January-June) to indicate the years or months covered, including the beginning and ending years or months;

  • / between years (e.g., 1998/99) to indicate a fiscal (financial) year.

“Billion” means a thousand million.

Minor discrepancies between constituent figures and totals are due to rounding.

The term “country,” as used in this paper, does not in all cases refer to a territorial entity that is a state as understood by international law and practice; the term also covers some territorial entities that are not states, but for which statistical data are maintained and provided internationally on a separate and independent basis.

Preface

This Occasional Paper addresses the challenges to prudential supervision in highly dollarized economies where central banks and supervisors may be constrained in the use of standard monetary and financial policy tools. Based on a 2003 IMF Executive Board Paper, Financial Stability in Dollarized Economies is part of the policy development work conducted by the IMF’s Monetary and Financial Systems Department. Its conclusions are the basis of an ongoing policy dialogue with member countries, standard-setters in the financial area, and academia.

The paper is the result of a group effort. It was prepared by Anne-Marie Gulde, David Hoelscher, Alain Ize, David Marston, and Gianni De Nicoló, with important contributions from Socorro Heysen, R. Armando Morales, and Marina Moretti. The authors thank all contributors, internal reviewers, and the various country authorities who responded to a survey on prudential practices. They are also grateful to Kalin Tintchev for providing excellent research assistance, Tsegereda Mulatu for expertly coordinating the preparation of the manuscript, and Archana Kumar of IMF’s External Relations Department for editing the paper and coordinating its publication.

The opinions expressed in the paper are those of the authors and do not necessarily reflect the views of the national authorities, the IMF, or IMF Executive Directors.

  • Collapse
  • Expand
  • Aghion, Philippe, Philippe Bacchetta, and Abhijit Banerjee, 2001, “Currency Crises and Monetary Policy in an Economy with Credit Constraints,European Economic Review, Vol. 45 (June), pp. 112150.

    • Search Google Scholar
    • Export Citation
  • Baliño, Tomás J. T., and others, 1999, Monetary Policy in Dollarized Economies, IMF Occasional Paper No. 171 (Washington: International Monetary Fund).

    • Search Google Scholar
    • Export Citation
  • Broda, Christian, and Eduardo Levy Yeyati, 2003, “Endogenous Deposit Dollarization,” Federal Reserve Bank of New York Staff Report No. 160 (New York: Federal Reserve).

    • Search Google Scholar
    • Export Citation
  • Bufman, Gil, and Leonardo Leiderman, 1995, “Israel’s Stabilization: Some Important Policy Lessons,in Reform, Recovery, and Growth: Latin America and the Middle East, ed. by Rudiger Dornbusch Sebastian Edwards (Chicago: University of Chicago Press), pp. 177215.

    • Search Google Scholar
    • Export Citation
  • Burnside, Craig, Martin Eichenbaum, and Sergio Rebelo, 2001, “Hedging and Financial Fragility in Fixed Exchange Rate Regimes,European Economic Review, Vol. 45 (June), pp. 115193.

    • Search Google Scholar
    • Export Citation
  • Chamon, Marcos, and Ricardo Hausmann, 2002, “Why Do Countries Borrow the Way They Borrow?(unpublished; Cambridge, Massachusetts: Harvard University).

    • Search Google Scholar
    • Export Citation
  • Choudhri, Ehsan, and Dalia Hakura, 2001, “Exchange Rate Pass-Through to Domestic Prices: Does the Inflationary Environment Matter?IMF Working Paper 01/194 (Washington: International Monetary Fund).

    • Search Google Scholar
    • Export Citation
  • De Nicoló, Gianni, Philip Bartholomew, Jahanara Zaman, and Mary Zephirin, 2003, “Bank Consolidation, Internationalization, and Conglomeration: Trends and Implications for Financial Risk,IMF Working Paper 03/158 (Washington: International Monetary Fund).

    • Search Google Scholar
    • Export Citation
  • De Nicoló, Gianni, Patrick Honohan, and Alain Ize, 2003, “Dollarization of the Banking System: Good or Bad?IMF Working Paper 03/146 (Washington: International Monetary Fund).

    • Search Google Scholar
    • Export Citation
  • Dooley, Michael, 2000, “A Model of Crises in Emerging Markets,Economic Journal, Vol. 110, No. 460, pp. 25672.

  • Garber, Peter M., 1996, “Managing Risks to Financial Markets from Volatile Capital Flows: The Role of Prudential Regulation,International Journal of Finance and Economics, Vol. 1, No. 3, pp. 18395.

    • Search Google Scholar
    • Export Citation
  • Gonzalez-Eiras, Martin, 2000, “The Effect of Contingent Credit Lines on Banks’ Liquidity Demand(unpublished; Buenos Aires: Universidad de San Andres).

    • Search Google Scholar
    • Export Citation
  • Havrylyshyn, Oleh, and Christian Beddies, 2002, “Dollarization in the Former Soviet Union: From Hysteria to Hysteresis(unpublished; Washington: International Monetary Fund).

    • Search Google Scholar
    • Export Citation
  • Hoelscher, David S., and Marc Quintyn, 2003, Managing Systemic Banking Crises, IMF Occasional Paper No. 224 (Washington: International Monetary Fund).

    • Search Google Scholar
    • Export Citation
  • Honohan, Patrick, and Anqing Shi, 2002, “Deposit Dollarization and the Financial Sector in Emerging Economies(unpublished; Washington: World Bank).

    • Search Google Scholar
    • Export Citation
  • International Monetary Fund, International Financial Statistics (Washington, various issues).

  • Ize, Alain, and Eduardo Levy Yeyati, 2003, “Financial Dollarization,Journal of International Economics, Vol. 59, No. 2, pp 32347.

    • Search Google Scholar
    • Export Citation
  • Lane, Timothy, Atish Ghosh, Javier Hamman, Steven Phillips, Marianne Schulze-Ghattas, and Tsidi Tsikata, 1999, IMF-Supported Programs in Indonesia, Korea, and Thailand: A Preliminary Assessment, IMF Occasional Paper No. 178 (Washington: International Monetary Fund).

    • Search Google Scholar
    • Export Citation
  • Levy Yeyati, Eduardo, Federico Sturzenegger, and Iliana Reggio, 2002, “On the Endogeneity of Exchange Rate Regimes(unpublished; Buenos Aires: Universidad Torcuato Di Tella).

    • Search Google Scholar
    • Export Citation
  • Mishkin, Frederic, 1997, “Understanding Financial Crises: A Developing Country Perspective,Annual World Bank Conference on Development Economics 1996, ed. Bruno Michael Pleskovic Boris (Washington: World Bank).

    • Search Google Scholar
    • Export Citation
  • Mishkin, Frederic, and Schmidt-Hebbel, Klaus 2001, “One Decade of Inflation Targeting in the World: What Do We Know and What Do We Need to Know?NBER Working Paper No. 8397 (Cambridge, Massachusetts: National Bureau of Economic Research).

    • Search Google Scholar
    • Export Citation
  • Obstfeld, Maurice, 1998, “The Global Capital Market: Benefactor or Menace?Journal of Economic Perspectives, Vol. 12, No. 4, pp. 930.

    • Search Google Scholar
    • Export Citation
  • Song, Inwon,Issues Related to Foreign Bank Supervision,Monetary and Financial Systems Department, Technical Note (unpublished; Washington: International Monetary Fund), forthcoming.

    • Search Google Scholar
    • Export Citation
  • Swoboda, Alexander, 1968, “The Euro-Dollar Market: An Interpretation,Princeton Essays in International Finance No. 64 (Princeton, New Jersey: Princeton University).

    • Search Google Scholar
    • Export Citation
  • Tornell, Aaron, and Frank Westermann, 2002, “Boom-Bust Cycles in Middle Income Countries: Facts and Explanation,Staff Papers, International Monetary Fund, Vol. 49, pp. 11155.

    • Search Google Scholar
    • Export Citation