Sunday, June 1, 2014

Australia's Banking Oligopoly


Markets which are categorized as oligopolies are distinguished by few sellers offering near identical products. Typically, these markets have high barriers to entry and exit, while the behaviour of each firm depends on the predicted behaviour of the other firms in the market. Taking these criteria into consideration, it is fundamentally clear that the Australian banking system is an oligopoly. The “big four” in Australia (being National Australia Bank, Commonwealth Bank, Westpac and the Australia and New Zealand Banking Group) dominate the domestic banking industry.

It is not unusual for a nation’s banking system to be an oligopoly. Given the characteristics of banking and how it lends itself to better-known names, economies of scale and small margins at the retail level, it is somewhat inevitable. Australia is not alone in having a “big 4” banking oligopoly. Similar oligopolies exist in countries ranging from Ireland to Sweden to China.  Even a study by Beck and co. in 2003[i] cited the examples of Norway and Finland – considered in anecdotal terms to be equitable societies with well-functioning economies – whose largest 3 banks had industry concentrations of 84% and 85% respectively.

In the same study, the authors note that high concentration in itself is not necessarily a bad characteristic for a banking industry to possess. They note that high concentration leads to high stability in the banking industry. In particular, they noted that a concentration level of 72% or above could be directly correlated with fewer occurrences of banking failures within the particular country. They argue that large banks are easily diversified, which allows them to spread risk (and therefore, attain lower overall risk) across several sectors of the banking industry. Also, the authors state that a concentrated group of bigger banks should be easier to monitor than a fragmented group of smaller banks.

In addition, a report in Australian Banking and Finance from late 2013[ii] notes that the big 4 banks in Australia, have “scale advantages, cost advantages, efficiency advantages, investment advantages, capital advantages – flowing from their ability to use internal ratings based capital allocation against assets, funding advantages, competitive advantages and so on.” The report also states that they dominate in an oligopoly that gives them “a durable structural competitive advantage.”

That is not to suggest, however, that the oligopoly was a planned measure by bureaucrats with a long-term vision for the Australian banking system. Like most other countries experiencing similar levels of concentration in the banking industry, Australia’s oligopoly came about through a long process – central to which was deregulation.

Giving Historical Context to the Australian Banking Oligopoly
The Australia Institute Paper of 2012, “The Rise and Rise of the Big Banks,” examines deregulation of the Australian financial system in some detail. This process began in the early1970s and continued right until the early 2000s, by which time the industry had undergone extensive change. Predictably, the major outcome of this change was huge consolidation in the banking industry in particular. The paper notes that in the 1980s, banks controlled around 50% of the financial industry but currently, that figure stands at around 90%.

Banks, which were previously rather one-dimensional entities, through a long process of deregulation started by the Hawke government at the beginning of the 1980s, have swallowed up other niches in the financial system, which catered for different niches, such as credit unions, building societies and financial co-operatives. The government and the central bank decided to move away from the old system in the 1970s for a few reasons[iii]:

i)              To allow banks to better respond to consumer needs. At the time, banks were losing market share in the financial system, falling to as low as 40% from a previous high of 70% in the 1950s.
ii)             To make the financial system (slightly?) more centralized and thus, easier to regulate.
iii)            To allow banking authorities to engage in large foreign exchange transactions and better manage domestic liquidity by stabilizing the foreign exchange rate.
iv)           To bring greater efficiency to the financial system in terms of better interest spreads, innovation and access to credit lines.

All of the aims were achieved with varying degrees of success. Point (ii) does raise the question about where regulation should have stepped in once more to stop the oligopoly of banks arising. Whereas the debate in other countries has centred round how to diminish the influence of banking institutions (and therefore, their size) in Australia, 24 years of solid growth has led many people in places of political power to believe that the oligopoly that exists may be more of a strength than a weakness.

Political Support for Oligopoly in Australia
Whereas the political class might be expected to oppose oligopolies (and probably do when the moment suits), the success of the Australian banks seems only to have made them national champions in the eyes of the country’s politicians. In August 2013, opposition finance spokesman Andrew Robb courted controversy when he claimed to support oligopoly in the financial industry. He told one delegation, “we are an oligopoly community. We shouldn’t fight it. We should make the most of it. It does provide us with the critical mass and the size and innovation and for that ability to compete with overseas countries.”[iv]

There might be something to Andre Robb’s comments, rather than just point-scoring with the powerful financial industry (which is three times the size of Australia’s GDP). Australia has given rise to oligopolies in a number of industries. Could it be that its size (and lack of any natural competitors from outside, being an island) is a factor in determining oligopolies in each industry? The media, grocery and telecoms industries are also characterized by oligopolies (although a system fault in any of the others would not be as catastrophic as one would be for the banking industry).

Nevertheless, the political support extends from politicians themselves to the central bank, the Royal Bank of Australia. This semi-political institution, has – in the words on one Australian commentator – “bent over backwards during the last 24 months to defend the concentration of Australia’s banking market.”[v] It seems a consensus has been reached between government and the Royal Bank of Australia that because Australia avoided the brunt of the global financial crisis and its banks in particular remained unscathed, that the banking system is fine in its current oligopoly form. They seem to be saying that if it’s not broken, don’t fix it.

While Australia’s banking system as at 2014 is lightly regulated, policymakers could well benefit from looking at financial crises in various countries in the past five years and learn from them. In this case, the adage “prevention is better than cure” may be more appropriate than “if it’s not broken, don’t fix it.” For example, the report into the Australian banking system conducted by the Australia Institute in 2012[vi], begins, “the Australian banking industry is the most concentrated in the world and also the most profitable. In fact, the ‘big four’ Australian banks make up four of the eight most profitable banks in the world.”

It’s not difficult to see why there are such large profits at the “Big 4” Australian banks, when one considers how they have shared up the market between them (see Table 1 below).



The same paper mentions that, “examinations of the top 20 shareholders of the banks’ annual reports shows that, on average, over 53% of each big bank is owned by shareholders that are among the top 20 shareholders in all of the big banks.” Further evidence in the report shows that the next biggest banks exhibit similar shareholder stakes. It could be suggested that this points to more of a monopoly than an oligopoly. In addition, all their business models are nearly identical (relying on wholesale loans for most of their business), giving further weight to the existence of an effective oligopoly.

Consequences of Australia’s Banking Industry Oligopoly
As with any industry, high industry concentration in banking leads to low levels of competition and higher prices (i.e., the consumer stands to lose out). In addition, higher interest rates are often the by-product of high levels of bank concentration. The 2009 best-seller, Too Big to Fail by Andre Ross Sorkin chartered the catastrophe occurred when a highly deregulated banking system becomes too centralized within a small numbers of banks. Australia escaped the brunt of the global financial crisis not because of financial prescience, but rather because it was (and still is to a lesser extent) undergoing a mineral extraction boom. It is important not to forget this in the context of the banking system in particular.

A 2012 IMF report which examined Australia’s financial industry[vii] noted: “a higher capital threshold for the systemically important institutions may be desirable to further bolster financial system stability. The four major banks are systemically important, which imposes a negative externality on the domestic financial system. Significant and protracted difficulties in any one of them would have sever repercussions for the entire financial system and in turn, the real economy.”

The report goes on to state, “the Basel Committee considers it appropriate for supervisory authorities to conduct more intensive supervision and require additional capital of systemically important institutions.” Elsewhere in its recommendations, the IMF Report that there is a moral hazard inherent in having such a highly concentrated banking sector. This mirrors the concerns it laid out about the American banking sector before the financial crash in August 2008. It suggests some ex-ante funded deposit insurance, which the banks should put up themselves.

The issue here is that what the IMF is suggesting goes against the grain of what Australian banks and the financial regulator are doing. The oligopoly in the Australian banking system will likely cause some problems for the economy further down the line. As we have seen, there exists a clear oligopoly, which has been under-regulated and may begin to over-compete with itself in order to gain market share in a market which will stop growing sooner or later.

As for breaking up the banking oligopoly? It would seem that Australia has learned little from the experience of America. In November 2013, the government launched a “root and branch” review of the Australian financial system[viii] (i.e. its banking system). The aim of this review is to “make recommendations to foster an efficient, competitive and flexible financial system, consistent with financial stability, prudence, integrity and fairness.” Notably, these are not typically traits associated with an oligopoly. The review will be headed by none other than David Murray, the former chief of the Commonwealth Bank of Australia, one of the Big 4. This is analogous to Goldman Sachs officials running the Federal Reserve at the time of the US financial crash. Plus ça change.













[i] Bank Concentration and Crises, NBER Working Paper 9921, Beck, Kunt and Devine (2003).
[ii] http://www.australianbankingfinance.com/banking/major-banks-enjoy-structural-advantage/
[iii] http://www.rba.gov.au/speeches/2007/sp-dg-160707.html
[iv] http://www.theaustralian.com.au/business/companies/we-are-an-oligopoly-economy-robb/story-fn91v9q3-1226699531519#
[v] http://www.businessspectator.com.au/article/2010/5/21/interest-rates/time-blast-banking-oligopoly
[vi] The Rise and Rise of the Big Banks, Technical Brief No. 15, The Australia Institute, December 2012.
[vii] Australia: Financial system stability report. IMF Country Report No. 12/308, November 2012.
[viii] http://www.smh.com.au/business/the-economy/former-cba-chief-david-murray-to-head-review-20131121-2xwdp.html

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