The gap between the official and parallel market has steadily widened, since the Central Bank of Nigeria (CBN) announced unification of all segments of the foreign exchange markets in June.
However, despite the unification policy, the parallel market
has continued to witness patronage due to the scarcity of the greenback at the
official market, according to operators.
“There is scarcity at the market,” said Ismail Muhammed, one
of the operators at Allen Roundabout.
“We are now buying dollars for N990 but earlier in the day,
it was sold for N1, 000. Some people exchanged it for N1, 050,” he said.
Another operator, Alhaji Abdullahi Olugbede, said that the
surge was caused by the scarcity as most licensed Bureau De Change Operators do
not have dollars to trade with.
“When there is scarcity, the dollar will go up against the
naira but we are not happy. We should pray that it will come down because this
is not good,” he said.
Implications are negative — Experts
Experts have warned that the implications of the
depreciation of the naira in the black market are negative as it will adversely
affect the economy.
Professor of Accounting and Financial Development at Lead
City University, Ibadan, Godwin Oyedokun, said it will make it difficult to do
business in Nigeria because of the relevance of exchange rate in the economy.
“I am not currently in the country. Let me cite an example,
I wanted to buy a can of coke today in Jordan. I could buy the same can of coke
for $2 that is almost N2, 000 if a dollar exchanges for N990 in Nigeria as you
said. This is just because the strength of our currency is very weak.
“The implication is that goods that Nigerians should get
from abroad, let’s say if dollar to naira is 1/1, Nigerians will now spend as
high as 990 minus 1; that is, goods worth N300,000 will now be worth times 990
of it. So, it makes it so difficult to do business. Every sector of the economy
will adjust to this and will make the price of commodities become costly,” he
said.
The tax and forensic expert, however, said, the pressure on
the naira will reduce if the government implements the right policies and also
boost local production so that Nigeria can also earn more foreign exchange.
“The only way to address this is to have the right policies
in place which the current government is doing and have things that we can also
export to earn foreign exchange. The finance minister and the new CBN governor
will need to think about how the fiscal and monetary policies can work together
effectively so that we can have a country of our own. It will interest you that
Jordan’s currency, Jordanian Dinar, is higher than the dollar, it is about
$1.41. If we get the policies right, the pressure on the naira will reduce,” he
said.
Economist and former Director General of the Lagos Chamber
of Commerce and Industry (LCCI), Dr Muda Yusuf, said that among others, it will
have an effect on inflation as the economy is very sensitive to exchange rate
movement.
“The implications are very negative to put it mildly because
it shows there are some fundamental challenges that we still need to deal with
that are driving the exchange rate. We need to further interrogate how deep the
parallel market is and what percentage of economic activities are being funded
by the parallel market.
“We need that research, we need that data because each time
we talk about the exchange rate, people don’t even talk about the official rate
anymore, we just talk about the parallel market,” he said.
Citing the likely effects on the different sectors of the
economy, he said, “Diesel price has gone up, gas price is likely to go up. The
PMS is under pressure and should have gone up if not for the fact that the
president said that NNPC should hold on, otherwise petrol price should have
jumped to over N800 by now.”
Dr Muda, who is also the Chief Executive Officer, Centre for
the Promotion of Private Enterprise (CPPE), said that some extraneous variables
including money laundering might be responsible for the pressure on the naira.
“I think there are some extraneous variables that have not
been captured in our analysis because this speculative assault on the naira is
not looking ordinary anymore. I am beginning to worry that perhaps, there are
quite a number of illicit funds that are
putting this pressure on the Naira because how many manufacturers can continue
to buy dollars at this rate? And yet it keeps going up and people are buying
it. How many people with genuine income or resources can do that? It is
possible there are factors around money laundering, possibly people have loads
of naira they are seeking to convert to dollars,” he said.
While noting that the current pressures have defied the
forecasts of many economists when the unification policy was introduced, he
counselled the government against jettisoning the policy.
“The government can’t afford to be chasing the parallel rate
at this time because the situation will become worse. It means they have to
move the official rate from N700+ to N800 or N850. The situation now is not
responding to the kind of forecast that many of us predicted. This is not the
kind of impact we thought convergence will have because on the face of it,
convergence normally encourages more inflows and should normally reduce
demand,” he said.
Financial analyst, Abiola Rasaq, who said that the backlog
of demand in the system continues to put pressure on the naira, however, said
the positive outlook for oil price will likely strengthen the country’s
currency against the dollar.
“The market is still somewhat speculative, especially as
autonomous supply of FX is still weak whilst demand remains relatively
elevated. More so, the backlog of demand in the system continues to put
pressure on price. Interestingly, we are close to the end of the seasonal Q3
demand cycle, thus the naira should have some respite. Even as FX supply may remain relatively weak,
moderation in demand should help calm the pressure and provide relative
stability to the naira in the rest of the ember months, especially if some of
the efforts of the government towards improving oil export comes to fruition.
“Notably, the positive outlook for oil price is also
supportive of stronger naira in the months ahead, especially if oil export is
complemented with steady rise in non-oil exports,” he said.
President Bola Tinubu recently nominated a banking executive
and former civil servant, Olayemi Cardoso to serve as the new governor of CBN.
Tinubu also approved the nomination of Emem Nnana Usoro,
Muhammad Sani Abdullahi Dattijo, Philip Ikeazor and Bala Bello as deputy
governors of the apex bank, for a term of five years at the first instance,
pending their confirmation by the Nigerian Senate.
It is unclear if the former CBN governor, Godwin Emefiele,
who was suspended and has been in detention since June, has resigned.