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Lecture International trade and investment (2/e): Chapter 10 - John Gionea

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This chapter covers the measurement and interpretation of all international transactions between one country and the rest of the world: that is, the balance of payments. The main goals of the chapter are to: Explain how the double-entry bookkeeping system of measuring Balance of Payments (BOP) works with reference to the IMF standard balance of payments, outline the specifics of Australia’s balance of payments, establish the importance of BOP for international companies.

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–1

Chapter 10 The balance of payments

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–2

Lecture plan

• Definition of balance of payments

• The IMF standard presentation

• The current account

• The capital and financial account

• The double-entry system; examples of

records

• Australia’s balance of payments

• Comparative current account balances

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–3

The balance of payments (BOP)

• Record of the value of all the economic

transactions between

– residents of one country (e.g individuals, firms, governments) and

– residents of all other countries during a given time period.

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–4

The balance of payments (BOP) cont.

• Double-entry bookkeeping system

• For nations with floating currencies, the

entire balance of payments by definition must numerically balance, while individual accounts or subaccounts may not balance.

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–5

The standard IMF presentation

• Current account

• Capital and financial account

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–6

Current account

International transactions involving goods and/or services, income and current transfers Main items:

1 Goods and services

(a) goods (5 items)

(b) services (11 items)

2 Income

(a) compensation of employees

(b) investment income (e.g FDI profits, other)

3 Current transfers (payments in cash and kind

by residents to non-residents)

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–7

Capital and financial account

The country's transactions in monetary

and ownership claims.

1 Capital account

(a) capital transfers (e.g involving

transfers of ownership of fixed assets); general government and other

(b) acquisition/disposal of non-produced,

non-financial assets (e.g intangibles, such as patented entities, leases,

goodwill)

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–8

Capital and financial account cont.

2 Financial account

(a) direct investment

(b) portfolio investment

(c) other investment (e.g trade credits,

loans, currency and deposits, other) (d) reserve assets

Net errors and omissions

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–9

Imports of goods

Item/

Commodity

Debit (B$ million)

Credit (B$ million)

1–A1 Goods 10.0 Oil imports

2–B3b Other

investment

10.0 Decreases

in S-T foreign assets held by residents

Source: Exercise 1, p.243

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–10

Imports of services

Item/

Commodity

Debit (B$ million )

Credit (B$ million)

1–A21

Transportation

services

1.0 Payments

for freight services

2–B3b

Other S-T

investment

1.0 Decrease in

S-T foreign assets held

by residents

Source: Exercise 2, p.243  

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–11

Investment income

(B$ million)

Credit (B$ million)

1–B2 Investment

income 4.0 Profits of

FDI in Bucksland 2–B1 Direct

investment 2.0 Increased investment in

Bucksland enterprises 2–B3b Other

S-T

investment

2.0 Decreases in

S-T domestic

liabilities

Source: Exercise 3, p.243

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–12

Current transfers

Item/

Commodity

Debit (B$ million)

Credit (B$ million)

1–C1 Current

transfers 0.5 Payment in kind to non-

residents

1–A1 Goods 0.5 Food exports

Source: Exercise 4, p.244

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–13

Direct investment

Item No/

Name

Debit (B$ million)

Credit (B$ million)

2–B1

Direct

investment

14.0 Increased

investment in foreign enterprises 1–A1

Goods

7.0 Exports to

resident destinations 2–B3b

Other S-T

investment

7.0 Decreases in

S-T foreign assets

held by residents

Source: Exercise 5, p.244

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–14

Other investment

Item/

Commodity

Debit (B$ million)

Credit (B$ million)

2–B3a

Other

investment

(L-T)

9.0 L-T loans by

non-residents

to residents

2–B 3b Other

investment

(S-T)

9.0 Increases in

S-T foreign

assets held by

residents

Source: Exercise 6, p.244

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–15

Bucksland’s BOP balances

Debit (B$ million)

Credit (B$ million)

1–A Goods and services 10 + 1 0.5 + 7

1–C Current Transfers 0.5

Current Account Balance

CAD = B$8.0 m.

Source: adapted from Table 10.2

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–16

Australia’s current account balance by

component, $A million, 1997–98 to 2003–04

* Includes net current transfers

Source: adapted from Reserve Bank, Bulletin, Table H

-40 000

-35 000

-30 000

-25 000

-20 000

-15 000

-10 000

-5 000

0 19 97

Net goods Net services Net income* CAB

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–17

Australia’s current account deficit as

% of GDP, 1991–2003

-7

-6

-5

-4

-3

-2

-1

0

1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003

Source: OECD, Economic Outlook No.76/2004

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Copyright 2006 McGraw-Hill Australia Pty Ltd PPTs t/a International Trade and Investment:

An Asia-Pacific Perspective 2e by Gionea Slides prepared by John Gionea 10–18

Comparative current account balance in

selected economies, $US b., % of GDP

Republic of Korea 12.3 2.0%

Source: based on IMF data (World Bank source for Malaysian GDP)

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