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December 2003

Full speed ahead for Basle II - like it or not





Since the Madrid meeting of the Basle Committee on Banking Supervision in October, a new realization has dawned on the senior managements of banks around Europe and the rest of the world. The Basle II accord will go ahead - having looked in doubt at various times this year - and the time is fast approaching when banks must move beyond arguments over complexity, pro-cyclicality and inappropriate incentives. They must start implementation.

Everyone agrees that the original Basle accord of 1988, with its very crude assessments of credit risks and associated capital requirements, urgently needs updating. But that's where agreement ends.

Many complain bitterly about the complexity of the new rules and the danger that regulators will be ill equipped to implement them. In March, US comptroller of the currency John Hawke grumbled at the hundreds of pages of draft regulations littered with mathematical formulae: "They're not written by or for bankers - or for that matter by or for conventional bank examiners," he said. "They're written by mathematicians and economists for mathematicians and economists."

Policymakers worry that banks will be encouraged to lend too much in boom times when ratings are strong and regulatory capital light, and cut back lending in a recession as credit ratings fall. That is, just when borrowers most need bank credit.

The implementation date for Basle II has been put back twice. It is now due to come into effect in 2007, a full eight years after the new capital framework was first proposed in June 1999.

There have been times this year when the whole project seemed to be in danger of falling apart. The biggest bombshell came in the spring, when US regulators announced that they would apply Basle II to only 10 or 12 very large internationally active banks. This raised hackles in Europe, where some 9,000 credit institutions will eventually become subject to Basle II on the grounds that they can all now participate in each other's national markets and are therefore internationally active.

In the summer and autumn a crisis blew up over the Basle Committee's plans to require capital to be set aside against both expected losses on credit portfolios and unexpected losses. Banks protested. The margins on loans provide revenue to pay for the inevitable delinquents in a portfolio - the expected losses. Capital should only be a cushion against unforeseen events.

In fact, this proposal sprang out of inconsistencies in national accounting treatment of provisions. But when the Basle Committee backed down in Madrid and undertook to adopt an approach based on unexpected losses, the whole Basle II project regained its momentum. Now that banks realize it is going to turn into reality, they see that time is running short. A last consultation is under way and a final draft should appear in mid-2004. Much then depends on the smoothness with which the rules are adapted into European law.

Banks that haven't yet moved beyond theoretical work - because the final shape of the accord was still unclear - will have to spring into action. PricewaterhouseCoopers believes that many small and mid-tier banks have so far been mere spectators. Some larger banks have been equally quiet while concentrating on lobbying for changes in the draft proposal. Only a handful have made any substantive progress.

Just about the only people celebrating inside banks are the chief risk officers, who are about to become hugely influential within their organizations. But others may be quietly celebrating too. The Basle II accord may force a radical restructuring of the tens of thousands of unrated, sometimes privately owned small and medium-size companies that dominate the European economy. For years European banks have subsidized them with cheap credit. Now they will stop. When borrowers ask why, banks will explain that under the new accord their credit attracts a higher capital charge. If customers want cheaper credit they will have to overhaul their capital structures and their finances.

Europe's much touted corporate restructuring may soon get an unexpected boost.






We are the best bank in this market because... Actually we had better make that off the record, as it’s probably not true... though I hope you think it’s true

A senior debt banker gets himself in a pickle after forgetting that the global award interviews are on the record. -Awards for Excellence 2008 Off the record special

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