Monday, December 3, 2012

PHL’s capacity for growth to continue

INVESTOR are divided on the country’s credibility as investment and growth haven but not on its capacity to continue to expand beyond this year that is better than ever, according to the president of the Bank of the Philippine Islands (BPI).
Aurelio R. Montinola III, honored as “Man of the Year” for 2012 in ceremonies hosted by the Management Association of the Philippines (MAP), said on Monday that the 7.1-percent growth posted in the third quarter has raised the likelihood that the pace of continued expansion at the upper end of the 5-percent to 6-percent growth range is attained.
“I think we have a very good chance to do 6-percent growth this year. And the big bet is we can do another 6 percent next year,” he told reporters soon after receiving the award at the Hotel InterContinental in Makati City.
Montinola said for the Philippines to sustain growth and make it inclusive, it is necessary that such growth average 5 percent to 6 percent every year for the next five or six years at least.
There is an ongoing debate among economists and local analysts that while local output, measured as the gross domestic product, averaged a high of 7.1 percent in the third quarter, such growth embraced only the upper and middle sections of the economy, not the teeming masses of Filipinos hardly able to open a bank account, for instance.
“I have always said we should always strive to achieve growth of between 5 [and] 6 percent every year if we can. Anything above 6 percent is really a bonus because the economy is getting better,” Montinola said.
He added that he believes the 7.1-percent third-quarter performance was sustainable rather than a one-off event and that from a global perspective, the Philippines has proved it can grow even in an environment “when there are just too many places where economies are not doing that well.”
Montinola said there are those who also believe the Philippines may be able to sustain the reinvigorated pace of expansion while others remain skeptical, saying “the credibility of the Philippines [as growth and investment haven] is still mixed.”
But he expressed optimism that growth is sustainable and drew from personal experience involving the signing of a cooperation agreement between BPI, where he is president and chief executive officer, and a delegation of Japanese investors from Misuho Corp.
“It was just a cooperation agreement and the signing was the easy part. The good part is that the delegation will likely bring in three or four more Japanese investors with each likely to invest at least $300 million each,” Montinola said.    
He added that little events like this all add up to something substantial and this was why he remains optimistic of continued growth down the line.    
“We will continue to remain positive,” Montinola said.    
He added that BPI lending growth was likely to average 15 percent higher this year than n 2011.    
At this level, BPI loan growth is higher than industry loan growth of just a little above 13 percent.    
For next year, Montinola forecasts loan growth averaging 12 percent to 14 percent.    
BPI allocated a third of its loan portfolio to top-tier corporate borrowers this year and has extended the equivalent of 25 percent for the middle market and another 15 percent for small and medium scale entrepreneurs.    
Twenty-five percent of BPI’s portfolio are reserved for the consumer segment of the loan market every year.    
Montinola said that bank margins, a key indicator of profitability that has been pinched significantly by the low interest-rate environment, will hold where it is at present and for the next 12 to 14 months.    
Bank margins have averaged between three to four percent, most bank executives said in earlier interviews.

In Photo: The Management Association of the Philippines (MAP) awards Aurelio R. Montinola III (second from left), president and CEO of Bank of the Philippine Islands (BPI), as Management Man of the Year. Others in photo are (from left) Eduardo Francisco, MAP president; Dr. Jaime C. Laya, chairman of MAP Management Man of the Year Judging Committee; and architect Felino Palafox Jr., chairman of MAP Management Man of the Year Search Committee. (Alysa Salen)



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