Philippine Export and Terms of Trade Instability, 1965-1982

Page 1

IN,ABILITY., ic6[,--,l_U_J2 b_ .P_o_,z,_ _. _r;_#_Z.. "__.




Table

I.

Measure_:-,_o_ Ii.,st,abiliay of

,_- ' 19_.2 _-

1952-i964

I.

Export

IIi.

_V.

•

ExFort

and

!952- _964

_imDort

964-,1982

Indices

Value Volume Price IS.

Ag=reGate

.078 .0_7 .06_

.16 .093 .172

.02 .02 ,01

.03 .02 .03

Value

.079

.I@9

.32

,03

Volume

.097

.08_

.02

.02

Price

.042

.157

.01

Tezz_ .058

.093

.01

.02

Income _'er_s of Trad_ .07_

.0SG

.02

.02

Zmpo.r_. indices

Co1_modi_y of Trad_

S I ÂŁs _/'_e st_darci error of trend e.au_.tioF, l_z X = e

the estimane _ bt + U_.

..

of

the

.03

log

f_J:

S 2 is S l d'[vi._d variable. Source

by

the

iogaritbm;

of

th_

l_,ean of

the

of basic da_a: Ce._tra! ._]ank Star_istical B_iletin; Central Bank Depa;'t_.eg,_ c,f Econo_,,ic Research.


quantities. • during

I_

••-•_

the

_.-he !ight?-o_

seven._i_$,

oDn£ribution.s

of

instability.

This

terms and

of

trade

it

the

is

constituent

pa_er

in

•more

to

closely

t-_rough

instability

t_; lock

commodities

looks

commodity

rise

wortn_.._hile

ins_abiiity

explores

shal:n

the

---4

Into

the

into

in

overall

export_

_ezomDosition

diversification

the

and

analysis

relatlon

%o

ins--.aDili_y.

DECOMPOSITION

;_ALYSIS

D_compo_

i'tion

fluctuations 1983;

by

X

and

indizes the

resDecti'_ aggregate approximated

(i) Vat(t)

Z

sz:m _

into

variances

vai4e

and

sl-_res.-

commodity by

Z Of

2

-- Z(w. 2 t z i {

2

variances

X and. Y_ their

Procter,

variance

plus

the

tP,e

of

covariance

variance of When

commodity

of

X and the

Z is

Z

is

Y minus

aggregate

co_.stitu.c_-p._._--.,

are

weighted

Dy

the

Fer_ example,

the

varianc_

of

tb-_

zrade

) var(t z

e_-_d Y

X/'V•, the

L!._'0:dand

-

x

the

and

conside&"

ccveriahce

term. _ of

(see

= X.Y,

=

betweeD

decomposed

commodity

.Given

Given

cova.ria_ce

are

(see.. e.g., Lloyd

variance

.Jy the _'

apc_oximate_ _he

the Y.

-i_'_stability usually,

a trend

t 19_3).

ap_roximate_

twice

- _ _ __-of an_y._

areund

Bautista

between

OF INST._ugIL!_Y

Pzocter,

) i

(L) around

a

_rend

can

be

19_3): -2 w,w. _-

_ ( _ i ) :_v(ti, " J i_j t.t. ?_ 3

t.) 2






Table

3.

Correlation Export

Matrix

Price

to

of

Residuals

Overall

from

It.port

Price

Trend

of the

Commodity

Ratios.

l

."

Abaca

Copra

Abaca

1.000

Copra

.411

1.000

Cocooil

.461

.975

D_sicoco

.105

.843

Copra cake

.086

.455

Cocooil

il

De sicoco

Come_ a

Sugar

Ccpcon

Pwood

Logs

Lumber

1.000 i

.827

1.000

_456

.377

%.000

-.401

-.324

-.494

-.600

.385

.349

.176

,.302

.1_9

_a]/ r

Sugar

.450

CopCon

.482

Plywood

.306

Logs

-.005

Lumber

-.359

.385 .196

.364 ..091

.459 .621 .296

-.051 .144 .544 .452

1.000 .041

1.000

.636

.161

.520 _771

.041 -.014

1.000 .524 .707

1.000 .59_

T.O00


Table

4.

Decomposition

of

the

va_-iance

cJf the

Commodity

Pezcentage (1972) ValL1e Weigl_ts

COf@iOD]TY

Variance Cc_s_d{ty Price

Independent

Re].ative

Term_

I_ Abaca

.0162

,00166

.076

2. Cocc<_il

.0908

.00309

4.460

Abaca

Terms

Contribution

Ce£_o - Cop n_t Con

of":rade

of

(£) by

Co_._o_ity

Covariance Tel:ms Copr_ Comec:a Desicoco

Comvodity

Group logs

to

Group.

V6:riance

Lu_,l_r

_, _lywoc_.] _dgaz i , J_ '

Oil -

.268

.268

-

of t

.687

.242

3 .920

4.392

-.004 . _88

SUM

'

.013

-.005

.018

.032

1.039

2.289

.719

2.573

.0,|0

. }53

_6._E7

5.966

a i

3. CopCon

.2202

.00284

24. 108

.68?

3.9_0

-

4,342

4, Copra

.0880

.00336

4.555

.242

4.392

4.342

-

Copra Mea I & Cake .0160

' .00077

6.

Desicoco

.e,202

.00237

7.

Logs

.2t02

.00]58.

8.

Lumber

.0180

.00,963

9.

Ply_od

.0300

.00096

Sugar

.2908

.00491

-.0!8

.420

-.648

.014

.347

,56C

9.624

.19{}

.738

2.720

,083

.250

-

.029

.347

.016

.011

-.97L3

.855

.023

.073

--1.755

.384

.696

-|4.874

.052

-1,228

-. 5':_8

-2.077

-.463

--7.?06-_5.Z_I

r .a& 0

5.

#0.

h

.034

-.004

,169

.013

12.221

-.018

. T90

,719

,420

.738

.029

-.006

2.573

-.648

2.720

.347

.855

,036

.018

.040

o014

.083

.016

.023

.384

.151

.032

.153

.347

.250

.011

.@73

.696

72.68_

188

1.039-6.287

-

-

-

.052

-

.560-7.706-.978-1.758-14.874-1.228-2.077

-

-0.219 I. 1_2 -7,953

-33.3£,9

t

Total

:,

1.000

-_T_8.499 --_

....

2.289

5.966

&.-- .......................................................

9.624

5,25T

-.2_9

1.112

-7.953

"-.598

-.463

-33"309

-18.3fI0


{except

possibly

sugge._ts

is

factors

for

_r._'_t_the

affect

in@

syn(hronized째 case

ef

copra that

tire

the

in

and

of

may

differences

c_._conut

by-products

important

exporter)

from

demand

prGducts

w_re

particularly sugar

factors

the

%,'hat this

specific

vis-a-vis

pattern

(which differ

export

suppiy

the

oil),

the

suggest_

oil in

that

of

the

also

coconut

seDse

coconut

m_v__ments

e_ch

This

)umber,

copra_ard

of

supply

of

also

is

sugar

the

loq.s and cpera-

responses

Philippines those

in

or

were

not

Of

t_,e most

or

log_s and

1 _mbe r. The of

results

trade

in Table

_,clividua/

_xplain

trade.

Table

4

for

commodity

terms

percent.

For

voia_iie

pric_.s

show_

that 40

of trade

sugar,it

export

decomposition

that

is

the

of

percen_

the

the

in

combi_%d

vaz_ation

!97G-_974) high

sugar

expo2Ts

$2; the variability latter is .07, which other band, the international 6.3 percent

duzing

!965-_982.

of the fozmer is more than trRnd annua_

sugar price was for the Philzpp_ne

50

is ._4@ percent grc%th

of

and

Jn

having the o_

the the of

prices

another of

contributior_

It may be noted that the i_ternaticnal more unstabJe than the ex_,.-.rt v,nit

Philippine

sugax

results

terms

terms

cop r_.r contzibured

The

t_e

among

commodity

tions

of

shar =_ 'durigg prices."

interaction

the

fiuctua,

whi_

of

bot._%- tl_.e variation

and

v_riation

around

export

commodity

indicate

the

accounted

]_rgest

4

commodity

p_ices

was

of the

the 34 the most

copper

pric_ of sugar valu_ index of As

measured

Dy

and that of the low_r째 On the rate of the

13.7 percent as sugar export

cempa_ed to _it value


resulted tive _s to

from

interactionsthe the

_hird

largex_ex._r with

largast

variation

relatively negative

commodities contribute

appears

meal/cake,

all

ether

the

had

around

_he to

therefore

the

<_eight

a

of

and

iDmber, price

variation

th-=t

one

a

variability

of

the

commodity

vis-a-vis the

three

did terms

effects

government inter%.ention {n sug_.r _rading during the ties is the reductlon in the instabiliKy of the sugar facing the producers aÂŁ the expense of a lower trend r_te.

12

of

substantial

plywood

of %he

which

because

especially

and

posi-

ccntri_u_ion

trade,

trend

the

Loqs,

negligible

movements

least

and

c.D_:modities.

terms

of price

wi_h at

-_ "share

share,

prices

correlation Copra

t_e

in

stable

sugar.

It

the

of

not of

the

sevenprices grow nh


COMMODITY

DI VERS IF !CAT ION

The to

implications

commodity

_n

export

earnings

a

a

and

already. the

growth

copra were

viable

of policy

and

and

reduce

of

the

this

is

lower and

of

the

minus

and

the

growth-rates

in

two the

desiccated

occurred

lumber

19_5-_982

of

percent

as

trend

for

the

annual volume

rates

for

copper,

logs

and

lumber

expansion,

constraints;

the

has

The

growth

of

to

4.6

oil.

Abaca

export

the

logs

during

2.1 percent

plywood.

sources

trend

uhan

from

rate

rest

oil,

shift

coconut of

Among

the

coconut

was

period

instability

trade.

to

a s:hift

growth

for

essentially

diverzificatioP.

to

exports

supply

neg3tive

to

sugar

extent

annual

by-products, not

tared

some

percent

during

exports

pertains

_erms

copra

meal/cake

trend

11.2

rate

order

from

from

of copra to

su@ar

away

To

volume

compared

of

copra

The

in

2

products,-commodity

shift

plywood.

_li_

commodity

movement

commodities,

and

and

export

requires

trade

diversification

principal

coconut,

for

partly

because

commodities

regis-

volume

of

exports,

i

along

with It

can

direction tion

copra be

during"

1965-1982

argued

however

of commodity

among

and

resource

make

them

d_versification

the principal

ezpo_

constraints less

viable

that-the

or as

more is

not

commodities

unfavorable

sources

13

of

world vigorous

realistic a

realloca-

(because

policy

demand

trends

export

growth)


but

rather

a

shill

to

o:her

mgricu!,t_ral

and

reso_:rce-based

Q

export

commo_Tq___es

heterogeneity of it

constructin

is

instability

of

presumably

the

ey.plored

to

resource

the

principal

trend

of

the

other

the

"mnst_le,

of

of

the

fast

of

pines.

that

Of

already

the

an

growing

tobacco.

The

stage

for

which

is

ÂŁhe

currently

appear

tc

the

(although

What

can

be

agricultural

included

i_

to

among

raise

a_ tlne same

earnings.

This

commodities with

the time

would

with

unstable opposite

a

of

ra_es

low

prices, those

of

/_terest

coffee,

still

developed

14

to

n_cke!,

the

of

Philip-

the

_hrimps,

is and

i._.p_.rr, suhstltution

except in

number

t_.e Philip, Dines

it; _he

commodities

and'variability

selected

_eiected_

is ÂŁhe

of

be

banana_

being

on

Philippines.

while

gro%_tn

prices

of

_rade

not

_be

growing

trend

Philippines rest

comparable

commodities.

_he

of

the

to

pric =_ movements

14 commodities

exporter

of

commodities

_ith

international

commodities

of

are

tt_e

fast

therefore

decrease).

earnings of

of

impact

diversification

growing

5 present_

termz

which

exports

instability a mix

the

diversification

expcrt

commodities

Table

_s

commod_cies

fast

and

and

Because

and

explore

would

commodity

mean

instability,

to

earnings

extent

and

appropriate

instability

rate

presuraably

9

traditional

growth

products

possible

export

based

aim

reducing

not

some

and

The

te_ manufactures.

of_mar.ufactu_-ed

difficulty indices,

and

far

palm

oil

co:,,n.__ry primarily


Table

5.

Trend a_ Prices,

CO_MOD

_T Y

_:_ta_z_/ cf!,int:._r-_atlona I Commodity Sei:,-_ _=__.=_Comr:c_i-.ie_, iQ65-lga2.,

TREND

EAYE a (%)

IXSTAB

ILITY b

O, G2 !5

I.

Banana

2.

Cacao

3

coffee

_ -_

c_ 0_i

4.

Maize

6.02

G.G41_9

5.

Nickel

9 ....

0. r__9

6.

_mlm

3,65

.9.i373

7.

Black

5.4S

0.0522

£,

Rice

6.36

D. 0729

9.

Rubber

7. i5

0. 0561

10.

6_ 30 i _.99

Oil Pepper

Shr imj-_

'_-I, S_sal

11.91

0.0271

" 14. O _

0. I IS2 0. 043_

12.

Sorgh_n

7.34

13.

Soybeans

7.02

14.

Tobac--_

5.66

Ave ra ge

is

any

to

f_om

variable.

b Measured l_

The by

logarithm

Not

snatisticaliy value

an

OiS

values

_d_,eratio

the

This

,

of

the

0.0491 0. O 1H7 'O.0596

7.67 * *

a Calculated X

_. 0763

e_._ti/_te of give_: cf

mean

the value

InX

= a+b

Time

ab';ve are

equal

to

standard o6

th:

_r_cr

of

where

b mul_iplied t,_.ere_res_ ¢-

variable.

szgnificant.

assu_Des

a

zere

15

grx)wt5

rate

_or

p-altooil.


for. export.

T_

a:;er._--_-ge nr_._n'.: growth

rate

of

the

innerna-

f

tional

>_icas

copra,

coconut

abaca)

is

nearly

commodities

as

exports rice,

Of

commodity

non

as

the

of

mean

for

exports

the

sugar',

fa%_

to

the

for

and

Thus

commediti

Furthermore;

tre_-_d, the improve

the

the

_: _ diver-

_= '._-._ 'isted

in .

m_,il/ppine .....

given

export

14

f_rcbabl, e

expert

i.mpJ_-:_ve_P.'eoverall

trend.

and

_,,.,,_,--: "-'.... _ calm

cofie_.

the

aggre-

diversification

secular

trend

ef

the

trade.

_,qe mean me_su:__---,_",,_._ice tional

gro-,th

in T-_bi=c 5. run

price

(i.e.,

su'.bset r-_factu._i

cacao,

appreciably

terms

nhe

__Dr._D '_e_a''a.b ;'': pric_

exports

ioc_.__a_-id _._,.._" ..... _: piywcJod,

tobacco)

import

also

commodity

to

medium

not

export

_4erall

would

well

Ln the

5 would

gate

equal

and

traditio_.al

copper,

ba_,o.na,

s_rimps,

Table

ma2or

oil,

(i _.,

sification

the

.during

_965-1982

14 commodities

i.nstability is

0,0661

in 'Pabi,_ 5.

as

This

_._e tradi_n

of

against

seems

0.0596

t._ sugg:ast t

that

expor_

tie_

would

OyeZ,

_he

'the

extent

commodity reduce overall ef

diverai.ficar_ion overall export

coD.cordance

export price of

toward

price instablii_y

the

16

price

_ne

ln-.; " -taw__ also

14

commodi-

a. "__ u'/. _,

HOw-

depends

on

'.'_.ovementG of

the


"-,arious commodit_._?i_._ duals

from

during

trend

o.f- the

_965~!982

instances

T_%e :.'¢;i-_elatlc-n [_.atrlx ,_',f the

are

of high

given

Phil_ppin_

among

]4

certain dities price

commodities

table

the

would

reduce

the

the

"fhus toward

instability

of

many major

i4 commodities

themselves.

diversification

snows

between

e_tpozts-an_,

export

to

of

offer

the

For

topp!r,§:

nickel

e._ports

Nonoc

Island

price

out

it

and is

not

__he ]4 commo-

the

overall

export

(now

that

medium

run,

:_ine,

there

be sold

th._ world

market

improving

rice

the

reqion s_cu!ariy

mean

_hat

drop.

%he

ma3or

in

ezport in

short

_,_ediu_

export)

could

much

so

be

costs.

exportation

£s

that

Philippine

demand

for

rice

discount.

rice

c.f th_ oi_

' while

rice

prospects

fo:

the

rice

production

world

by

expo;table

an a gr_at

i._

,"-r_.,sFec_

run

induced

Dower

not

volum£

the

Phili_._,ine

part

rai_ed

Philippine

?robiems

more,

exports

The

s_,ar_iy

so

in

5_o

_,>_t.he 9,rod_,c.t:icn_,roL,/e_s

Dy q,n&lity in

a

in Table

growth

Phi!ippin_

al.xc_dy.

(SL,ricao)

e_pected

listed

vigorous

is hampered

which

the

Of

banana

increases be

of

_hare

e_.ample,

probably

commodities

prospects

suDstantial

run.

in

6". The

prices

index,

seem

can

cgm:_odity

co_re!ation

that

A number

and

in Table

positive

traditional the

international

res_-

iI

surpiu., hampere_ can

onll

Further in

the

export_

AsiaJ wil


"

_

"

!"i' ................ o° o "'--" ........

.:_ana _cao _cooi I Cbffee 'Copper _(3opt_ .Logs g_ize Nickel l_a_i I Fcpper Black Plywood Rice Rubber $i,sal _r inl_ sor_hmt 5oybcr-ns SuFar 'Tobacco

l. 000

r

_

(K_CC'I L

O_'FEE

o

0.051 O. 103 0.694 O. l 12 0.627

l.000 O. 176 0.089 0.2'.,5 0. 163

I. 000 0,57_ 0.793 0.204

0.606 0.509 0.856 0.378 0.478 0.t¢71 0.318 0.660 0,_56 0.033 -0.049 0.86_ 0.630 0.750 -0.102

0.050 0.534 0.069 0.170 0,032 0.107 0.04I 0.097 0.597 0.061 , O. 1,50 0.0_9 -0.072 0.326 0.691

0.613 t 0.297 0.233 -0.069 0.567 0.679 0.327 0.396 0.555 • -0.255 0,36.,8 0.130 0._51 O.Ol[ 0.020

(CPPER

_,

lfGS

rvekI2E

NICirLEL

l.O00 0,060 0.230 0.3.53 C. 16_;4 0.671 0._60 O, 8_0 O.I?,I

1.000 0.369 0,587 0.530 0,3E8 0.7_6 0.076 0.293

t.OOO 0c3_ 0.269 0.003 0.02,_ 0.121 -0.278

0.090 0.9.99 0.785 O. 71_l -0.t52

-0.052 0.382 O. iOD 0.,526 -0.255

o,o--oo° [.000 0.40.9 0.665

l .000 0. 107

0.990 0.678 0.610 0.018 '0.609 0.503 0:576 0.696 0.665 0.t62

0.032 0.300 0,206 0.295 0,767 0.763 0.203 0.132 0.504 -0,t_97

0.6B9 0.775 0.522 0.20_ 0.373 O.13i 0.80I 0.._85 0.746 0.207

0.0_7 0.609 0.6_4 0.329 -0.022

0.36.9 O.13t_ 0.t_82 0.I30 -0.298

0.093 0.628 O. 512 0.3,55 0. i66

I.O00 l.O00 0.603 0.5)'3 -0,028 0.607 0.533 0.6(,3 0.6gl 0.710 0.157 0.093 O. _',82 0.6_0 0.283 0.032 o

0,272 0.562 O._J_6 0.115 0.29l


:,.Tabl e

6.

Co_t.

',::

PMOIL

I=,: i;lack _:i

!

=-"

PEPPER

PHOOD

RICE

RUBBER

SISAL

SIIRIMP

1. 000 O, 520 0.641 O. 076

I .000 0,529 0,219

"_,000 0 .007

1.000

0.302 0,514

0,155 0 _ 34,g

!.000 0.028

0.554 0.081 0.263

0.214 0,042 0,329

0.290 -0. 148 -0.051

SORGHUM

SOYBEANS

SUGAR

TOBACCO

1.ooo 0,675 0.374 0,515 0.505 -0,470

1.000 0,062 0,286 0,412 -0,097

0,009 0,520

0.269 0,374

0,655 0.551 -0.429

0,565 0,3F,.8 -0.3:20

0,152 O. 5", _, 0.617 0.163 0.024

-0.134 0.813 0.659 0,559 0.096

J

I. (20G 0.768 0.749 -0.119

, 1.000 0.530 -0.335

/ ' Jt 1' 000 -0.527

i .......................

L. ..........

_"---'r',--4

is the corr_lati_,n m._trim Clf the residuals from loglir, ear Lm_ic_s dqring 1965-1932. l._ata on .i:_terilo_iongl •[,:riceindices

trend of international from I_':FInte£national

,Jnancial

estimates.

Statistics

1983

Yc:%r.

The

Jcg._._nenx tre_:d

Js an

OL$

price

"_""P'

1,000


On

the

commodity Table

and the

it

appears

d/versifiCation

5 would

of, of

whole,

not

Would

not

country's

1965-1982.

have

agricultural

trend

and

products

and

terms

and

export

of trade

in

trade

improve the

near

in

trend

instability during

diversification

of the

growth

the of

export

listed

the

terms

appreciably

variability

an

commodities

reduced

earnings the

that

improved

appreciably

would

relative

the

appreciably

export

other

earnings

toward

have

Neither

therefore

to the

country's

the

growth export

future.

CONCLUSION

The the

anal_is

export

beyond

indicates

earnings

Philippine

and

that

terms

control.

much

of

of

trade

the

during

Furthermore,

an

instability 1965"1982

of was

export

commodity

mineral

commodi-

'[

diversification ties and

would terms

to

not of

squarely

terms

trade

the

picture the

blamed

of trade Philippines

agricultural

have. appreciably

Nonetheless, be

other

1983

improved

during

the

Philippine.

on ex6_enously

instability. had

lower

and

For

as

20

overall

period.

,

payments

crisis

influenced

Table

instabili._y

the

7 below of

expo_'t

export

cannot

export

and

indicates, earnings


Table

7.

Export Earninqs InstaDility :

and Commddity Terms of Trade Cauntrles (1965-1982). Seiec_ed _

.i

PDi lippines

COM_-!ODITY T _P_MS OF _RADE

#__k_ ;._.,= .....

EXPORT

0.0370

0.03 _4

-0.0719

0. 0282

Malaysia

O. 0432

0. 024_

Thaii__nd

0. 044 !

0. 0293

South

0.0474

0.0432

Indonesia

Korea

Note:

than

The measure of instability is r/_.e ratiG of the standard error of t_ regresaion t._ the !ogarith_.. of the mean value of the variable.

Indonesia,

1965-1982.

Furthermore,

the Philippines it

was

higher

Thailand. payments not

be

economic

MalaysÂąa

Since crises, the

was

, Thai!_.nd, the

terms

t_n

that

lower

than the e_Dort

determinlnq

those

of

other and

an._ South of

Korea,

Indonesia,

terms for

crisis.

21

dÂąd

of.trade

durinq

instability

of South

.countries

factor

trade

Korea

althouqb

Mal'ay51a, not

and

experience

instability

the-current

in

can

Philippine


REFE_--_NCES

Bau_istu, The

R. 1983 _ Instability PhLlippine Case, Paper

Seminar

Series.

in Food presented

and L_.port Incomes: at the CDEM, UPLB

mimeographed.

Branson, W. and Papaefstra%iou, L. _978. Income instability, Terms of Trade and the C_hcice of Exchange Rate Regime. Center Discussion Paper No. 277. Economic Growth Center, Yale University. Intal,

P., ]9S3. Three Sector. Unpublished sity.

Essays on the PhÂŁ1ippine External Ph.D. Dissertation, Yale Univer-

Lloyd;

F. J. add Procter, R. L., 1983. "Commodity sition of ExDort-Im _ort Instability," Journal loDment Ecenomics, Vol _2, pp. 41-57.

22

Decompoef Deve-


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