Monday, July 29, 2013

BNM directive skirts housing issue

IN recent weeks, Bank Negara Malaysia (BNM) spotlighted a major concern – housing loans could strain the repayment capacity of a small segment of borrowers, particularly low-income earners without sufficient savings to weather unexpected contingencies. 

Source from (The Sun Daily): http://www.thesundaily.my/news/782879
Published: July 29, 2013

Although BNM's directive to banks to cap the tenure of housing loans at 35 years and personal loans at 10 years while prohibiting pre-approved loans is timely, it sidesteps a key issue – the urgent need to ensure a growing supply of affordable houses for the average salaried Malaysian.

Admittedly, this supply issue is beyond the central bank's purview; BNM's mandate is to ensure responsible borrowing and lending as well as to buttress the country's financial system.

Responsibility for facilitating the supply of affordable mass housing lies with the federal government, state governments, municipalities and land officers – a challenging task almost all have failed to respond adequately.

BNM's concern is prompted by two factors.

First, a likely rise in US interest rates. Last month, Ben Bernanke caused a brief but sharp drop in share markets worldwide when he indicated for the first time the US Federal Reserve could begin scaling back its quantitative easing (QE) later this year.

Although he subsequently reiterated this timetable wasn't set in stone, cutting back QE could cause interest rates to rise in the US and worldwide.

Last week, 10-year Malaysian bonds fell for the third successive week as indications of a growing recovery in the US economy spurred expectations the Fed could start reining in QE soon.

An initiative in which the Fed buys American government bonds to stimulate economic growth, QE has helped push US interest rates close to zero. Labelled quick and easy money, QE has been pilloried because it has enabled the Fed to print vast quantities of money.

Second, Malaysians' household debt compared with their annual incomes is both worryingly high and ballooning rapidly. While most households have sufficient assets to provide a buffer, statistics suggest BNM doesn't have the option of remaining complacent.

A Standard Chartered report said Malaysian households are the most indebted in Asia – with debt at a stratospheric 182% of annual income.

Singapore households were a surprising second – with debt at 151% of annual income and property borrowings accounting for 111% of household income.

According to credit rating agency Moody's, Malaysia's household debt as a proportion of economic output or gross domestic product (GDP) has swelled rapidly and relentlessly – from 60.4% in 2008 to 80.5% in December 2012.

Standard Chartered estimates Malaysia's household debt to GDP as at end-March 2013 is 83% of GDP.

Fuelled by the ready availability of mortgages with 45-year tenures and 25-year personal loans and pre-approved loans, this growing debt burden isn't in the interest of both borrowers and lenders.

Shorter tenures for mortgages will undoubtedly mean slightly higher monthly repayments for borrowers. However, BNM has emphasised households with the financial capacity to borrow will continue to enjoy access to financing.

With the country's borrowers and lenders in good hands, can the same be said for wannabe homeowners?

Instead of attempting to limit demand, policymakers should focus on expanding supply – an approach that is likely to be far more effective in lowering housing prices to more affordable levels.

Demand for housing is likely to grow. According to the Statistics Department, 56.4% of Malaysians in 2011 were younger than 30 years old – a demographic cohort that suggests any attempt to dampen demand is likely to be futile.

Making houses more affordable is critical. Using civil servants as a benchmark, a vast segment of salaried Malaysians appear to be effectively shut out of the housing market.

According to a study by the Congress of Unions of Employees in the Public and Civil Services (Cuepacs), 45% of the country's 1.4 million civil servants cannot afford to buy a house and are forced to rent or stay in government quarters.

Approvals to change land ownership or its usage as well as the paperwork needed to build houses are two critical factors in boosting the supply of affordable houses.

For this reason, all key players – including the federal government, state governments, municipalities and land offices – must speed up their efficiency.

While implementation of the one-stop centre for housing several years ago was a step in the right direction, has this helped to shorten significantly the approval process? Can more be done to speed up the process?

Another option is to consider building more pre-fabricated houses. This could offer the dual benefit of reducing construction time and cutting the cost of houses.

Priority should also be given to building more affordable apartments by the federal and state governments as well as the private sector.

In short, providing a safe place to stay – whether purchased or rented – should be a key performance indicator of effective governance for Putrajaya and all 13 state governments.

Opinions expressed in this article are the personal views of the writer and should not be attributed to any other organisation she is connected with. She can be contacted at siokchoo@thesundaily.com

No comments: