Saturday, November 12, 2016

Sunday Island Editorial

More on the budget


The first straw in the budget wind is already aloft. Mr. Gemunu Wijeratne, president of the Lanka Private Bus Operators’ Association has threatened a general strike of his membership if the proposal to enhance the minimum fine for traffic offences to Rs. 2,500 is not amended and/or removed. He is certainly not going to mobilize public opinion around his cause. Bus drivers, and mainly those driving private buses, are not top of the pops among road users. Competition among themselves to pick up passengers at the next bus halt results in their breaking all manner of road rules. Speeding is not their only offence. They pick up and drop passengers outside designated halts. Which motorists have not endured the bullying hectoring of their extra loud horns as they thunder down the roads?

To be fair to Wijeratne and his drivers, they do already face more than a fair degree of harassment from traffic cops looking for a quick buck. The conditions of our roads and the congestion thereon are not happy prospects for those condemned to drive huge, unwieldy vehicles sometimes for 10 and 12 hours and more a day to earn a living. Motorists and pedestrians are likely to ask themselves why a threat of a strike should intimidate a government to backpedal on a proposal that would impose more discipline not only on bus drivers but also the many others with scant regard for road rules. Enhancing minimum fines for traffic offences will hopefully be a deterrent to the anarchy on our roads which is all too visible. Offenders don’t only break road rules; they also corrupt the police by offering bribes to let them off the hook after being detected. There are also those with influence who call police higher-ups and get their driving licenses back after being fairly copped by the constabulary.

Gemunu Wijeratne is not the only arm twister. Pressure is mounting on the budget proposal to offer student loans to fund university education. A powerful lobby of academics does not want those admitted to private universities to be entitled to the interest free loans of up to a maximum Rs. 800,000 that the finance minister wants to extend to 15,000 students to follow courses in selected subjects. Such selections will be based on Z scores and the courses to be followed must cater to market demand in UGC approved non-State degree awarding institutions. Predictably, the opposition is alleging that the proposal is a part of a plan to undermine the state education system. Given the potential of the proposal to gather opposition from state university students hostile to fee paying private higher education, Karunanayake is likely to be pushed to abandon his plan of allocating Rs. 300 million next year for these interest free loans. Although students in state universities do not pay tuition and get Mahapola funding support, they too would value such interest free loans to help meet living costs. Extending the scheme to the state universities too may be a possible compromise to blunt opposition. But such assistance to only those following selected courses in state universities assured of employment after their studies (and therefore the ability to repay the loans) would create other problems.

The decision to remove the tax exemption on interest earned on listed corporate debt securities is sensible. The tax exemption made these debentures high demand instruments particularly for corporate entities that would otherwise have paid a tax of 27% on their interest earnings. Most investors hold them till maturity and they are seldom if ever traded on the market. Nearly every one of such listed debenture offer is closed over-subscribed on opening day. Given that they are so easily marketable, more and more such listings have been coming up as their tax free status far outstrips the slight element of attendant risk. Although listed debentures have been snapped-up avidly, the numbers investing in them are few. Banks, corporates (mostly unlisted), insurance companies and most likely, the EPF, were among those who subscribed. Those who invested in the early issues three or four years ago have done very nicely. With the tax benefit withdrawn, later investors, including those who took up offers that came up a few days before the budget will not be doing as well. A source of easy fund raising for banks and companies will now shrink; and so also the taxes that the government can collect from them in the future.

We report on our business pages today that the Regional Plantation Companies (RPCs) are unsure yet of what the minister meant when he indicated that no stand alone RPC will be permitted to hold more than 5,000 acres of land. None of the 20 RPCs have been consulted on the proposal. As it is, they hold an average 10,000 acres each. Does the government want more plantation management companies to be floated to look after these estates which have 30 more years of their leases to run? There is no doubt that these companies, especially with poor commodity prices and unsustainable wages heaped on their backs, are in bad shape at present. While small investors in many of them have got few or no dividends, the controlling shareholders – inevitably corporate fat cats – have done very nicely by ripping off tidy "management fees," often a percentage of turnover. The government, through single ‘golden shares’ in each RPC, has wide powers which it has by and large not exercised. One example of this is the management fees drawn by the controlling shareholders, who admittedly paid more for their stakes in the companies than other investors, have collected.

As the debate goes on, more clarity on these matters will no doubt emerge. One bit of delicious irony in the budget speech was the finance minister’s announcement that the Ceylon Tobacco Company will be requested to gift the Presidential Secretariat Rs. 500 million to be spent on an anti-smoking campaign! The man who fell off the tree is being gored by the proverbial bull! Karunanayake did not say whether there is a right of refusal; nor has the company said it will grin and bear this newest travail. We will know presently. Such a ‘request’ must surely be a first in budgeting history.

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