Tuesday, September 15, 2015

IS KENYA LIKELY TO MIRROR GREECE? A SCARY SCENARIO



Two things distinguish Greece from probably the rest of the world. Number one it is the cradle of modern democracy and two, it produced great Philosophers such as Plato, Socrates and Aristotle. That was many centuries back. How about today? It is simply the sick man of Europe (financially) requiring bail out.

On August 5, 2010, three academics Costas Meghir, Yale University, University College London and IFS, Dimitri Vayanos, London School of Economics, Nikos Vettas, Athens University of Economics and Business, authored an article titled “The Economic Crisis in Greece: A time of Reform and Opportunity.” This is found at www.greekeconomistforreform.com

I recommend it for reading by policy Architects, Practitioners, Academics, Parliamentarians, and Economists Social Scientist etc. It gives a very good background of why Greece is in the state it is today, requiring a bail out by European Union, European Central Bank and the IMF. It also speaks to issues of corruption regulations and retirement pension challenges, that Kenyans can and must relate with.

According to the article by 2009 Greek’s Government debt as a percentage of Gross Domestic Product (GDP) was 115.1%. Fast forward, to 2015 it is now at 175%. In a nutshell, Greece has had unsustainable consumption pattern and a general lack of competitive, investment climate entrepreneurial environment and a serious tax evasion culture.

Where does Kenya fit in into this scenario?

Whereas Greek has had its European brethren as a fall back, Kenya has none. However against the background of the 2010 Constitution we have created a never ending demand for consumption and little investment in the fundamentals of productive infrastructure.
With our 2010 constitution, we created a plethora of money guzzlers in form of Constitutional commissions and independent offices, very elaborate legislative system and extremely liberal Bill of Rights. Almost six years into the new Constitution we have began to witness dangerous tendencies for insatiable spending without concurrency in income generation.

The above is being informed by budget deficits and hence debts (borrowing externally and locally) as reflected by a total of KShs.570.2 Billion, representing 28.49% of the total 2015/16 Budget. What is the consequence of this? We have gone into a spending spree, in a similar fashion that prevailed in Greece from 1980 through the last 35 years period. In Kenya, the speed at which everybody wants to spend and especially the elected (legislative) leaders and now the Governors’ Pesa Mashinani as advocated by Country Governments and Okoa Kenya Movement is alarming. Everyone is competing with each other in the scramble for consumption. Unfortunately if we do not reflect on the end game of this maniac demand for spending without addressing the real source of income, as a Country, we are headed for a painful lesson indeed, if not a catastrophe.

A close examination of the 2015/2016 financial projections by the National Treasury, our external borrowing is KShs.340.5 billion which is equivalent to the 16.98% and a further domestic borrowing KShs.229.76 or 11.47% of KShs.2,001.6 Trillion Budget respectively. Our Recurrent Expenditure is projected at 39.18% vis-à-vis 35.79% of the Development expenditure, with the Country Budget Allocation at KShs.264.2 Billion or 13.20% of the financial projections 2015/16. Significant to note is that interest payment on previous debts and pension amounts to KShs.185.3 or 9.26%.

The total amount from ordinary revenue (tax) is only KShs.1,254.9 Trillion representing a total of 62.7% of the macro Budget. This scenario must be watched very carefully because, if our generation of domestic revenue is not accelerated, it will set ourselves on a borrowing mission, which is predictable, and sooner than later Kenya will be in a worse scenario than Greece!
The grave consequence will mean turning to expensive multilateral borrowing from external institutions i.e. as IMF and World Bank, (it’s an American Bank according to John Perkins, the author of “The Secret History of the American Empire”). This will be coupled with further bilateral borrowing with conditionalities whose social and economic disorder will herald a period of upheavals and stagnation.

National Conversation 2018

Despite the promulgation of 2010 National Constitution, there are apparently many thorny issues that need addressing moving forward. I suggest a National Conversation to take place from June through September 30, 2018 to be Chaired by the elected President, Co-Chaired by the leader of the opposition and the Chairman of Council of Governors while the Speakers of the Parliament will be the Co-Secretaries.
Why in 2018? This is because as of now, we don’t know who those leaders will be but we are certain of Kenya’s Agenda. This will insulate the Conversation from political intrigues of today and 2017 general elections.

However, in 2016/2017/2018, we must allocate a budgetary provision for the expense for the National Conversations. It must not be funded by either the NGO’s or the so called Foreign Donors but by Kenyans themselves. Why? It is our Agenda for which we must be willing to sacrifice.

Finally, it is my belief Kenya is perhaps a thousand times potentially more prosperous than Greece. We have the capability to be not a dot in the World Map but a great Nation. The conversation will define that which we want for the next 50 years and beyond. To achieve this, both Kenyans and its leadership must take a mental flight and chart a course into the future devoid of pettiness.


Karanja KABAGE
ADVOCATE, HIGH COURT OF KENYA

June 23, 2015

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