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Lecture Retail and merchant banking – Lecture 19

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After studying this chapter you will be able to understand: Basic lending principles, safety issues, diversification of risk, benefits of diversification, loans and advances, classification of loans, advances,...

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‘Basic Lending

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Basic Lending Principles

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Basic Lending Principles Safety Issues

- The persistent failures of banks to lend sensibly in Pakistan and in many other countries have brought the question of Safety In lending to the fore;

- Why do banks persistently lend so

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Basic Lending Principles Safety Issues

‘ One essential problem is the human and managerial challenge of motivating

employees of banks to cater to the interest of the owners (Shareholders) of the bank - The history of banking Is replete with

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Basic Lending Principles Safety Issues

- In some countries, there are well-defined

market rates for bribes for obtaining loans

from banks

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Basic Lending Principles Safety Issues

* Another aspect of the problems of banks concerns prudent levels of leverage

- A bank ts a financial intermediary with

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Basic Lending Principles Safety Issues

- Leverage, at the level of the bank, is dangerous regardless of the quality of

credit analysis which has gone into each loan

- High leverage generates high risk and

high returns If high returns are obtained, the bank takes the profits but it Is

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Basic Lending Principles Safety Issues

- Regulators have tried many policy

Initiatives aimed at obtaining a banking system which has controlled leverage,

high quality lending and thus, a reduced risk of failure

- These include capital adequacy requirements based on clumsy

measurement of risk, prohibition of lending

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Basic Lending Principles Safety Issues

* Ariskless loan Is one that Is fully

collateralised using actively traded assets ‘ These assets should be traded objects so

that a ‘market to market’ can be done

daily, to ensure that the collateral is always larger than the outstanding loan

- The value of the asset that is measured

when marking to market should be the

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Basic Lending Principles

Diversification of Risk

‘ Diversification in banking has been a topic of discussion in the literature for decades - |t effects on performance, risk, efficiency

and firm value have been examined extensively

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Basic Lending Principles

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Basic Lending Principles

Benefits of Diversification

- One of the most common benefits

associated with respect to diversification Is a lower cost of capital

- Banks, with some level of global

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Basic Lending Principles

Benefits of Diversification

- Furthermore, the potential for more

efficient internal capital markets Is another of cited benefit to diversification

- Another benefit associated with activity diversification is the ability to gain

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Basic Lending Principles

Benefits of Diversification

- An example might be bank which collects Information credit information on potential borrowers With this information, the bank may be able to offer these potential clients Insurance products or underwriting

services at a lower cost because much of the information needed has already been collected when evaluating the loan

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Basic Lending Principles

Benefits of Diversification

- Benefits associated with market power

have also been advanced The argument Suggests that banks may diversify their

activities or their operations geographically to gain or maintain market share

* Finally, an important benefit that has been proposed by some Is the ability for

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Loans and Advances

- Lending money Is one of the two major activities of any bank

- The bank acts as an intermediary between the people who have the money to lend

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Loans and Advances

‘ Aloan Is granted for a specific time period - Generally, commercial banks provide

Short-term loans But term loans, |.e loans for more than a year, may also be granted - The borrower may be given the entire

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Loans and Advances

- Loans are generally granted against or In exchange of the ownership (physical or constructive)of various type of tangible items

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‘Classification of

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Loans and Advances

- Bank loans can be classified as follows

according to the activity being financed; 1 Priority sector lending

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Loans and Advances

Priority sector lending

- The Government of Pakistan, through the instrument of SBP, mandates certain types of lending on the banks operating in

Pakistan irrespective of their origin

- SBP sets targets in terms of percentage (of total money lent by the banks) to be lent to certain sectors which, In Its

perception, would not have access to

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Loans and Advances

Priority sector lending

- This type of lending is called priority sector lending

* Financing of small industry, small

business, agricultural activities and export activities fall under this category

- This ts also called directed credit in the

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Loans and Advances

Commercial lending

- Commercial lending is the mainstay of Pakistan banking, its bread and butter activity

* Historically, this activity had been

relegated to a secondary position as

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Loans and Advances

Commercial lending

‘ Today, many banks focus on commercial lending for improving their bottom lines ‘ Fresh and innovative products are being

launched to facilitate the corporate customer who forms the core of this

business There Is big competition among banks to secure bigger share of this

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Loans and Advances

Commercial lending

- At present, commercial loans are available for practically any kind of activity and also for both long and short tenures

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Loans and Advances

* An advance is a credit facility provided by the bank to Its customers

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Loans and Advances

- Further, the purpose of granting advances is to meet the day-to-day requirements of business

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Loans and Advances

* Bank grant short-term financial assistance by way of;

1 Cash credit >» Overdraft

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Loans and Advances

Cash Credit

- Cash credit is an arrangement whereby the bank allows the borrower to draw

amount up to a specified limit

- The amount is credited to the account of the customer The customer can withdraw

this amount as when he requires The

interest Is charged on the amount actually

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Loans and Advances

Cash Credit

Cash credit is granted as per the terms and conditions agreed upon with the

customers This type of financing Is similar to a line of credit

Advances against the Security of Goods 2 Advances against Life Insurance Policies 3, Advances against Stock Market

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Loans and Advances

Cash Credit

4 Advances against Fixed Deposit Receipts 5 Advances against Book debts

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