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Gono's moves stir Zanu PF dogfight

Zim Independent

Dumisani Muleya

RESERVE Bank governor Gideon Gono's hard-hitting monetary policy
statement this week and growing suspicions that he is now angling for the
presidency have provoked a storm of anger in the ruling Zanu PF party and
government circles.

The fury against Gono, mostly by party officials associated with
the faction led by retired army commander General Solomon Mujuru, has
created a powder keg situation in the party and state bureaucracy. This has
set the stage for a dramatic endgame in the race to succeed President
Mugabe, due to complete his current term of office in 20 months' time.

Sources said Mugabe's succession fight had become a fierce power
and money struggle involving gangland-style rivalry, plotting and intrigue.

Condemnation of Gono at private political meetings by his rivals
reached alarming levels this week.

A group of angry ministers was heard at a local restaurant in
the Avenues during lunch on Wednesday, warning: "Gono has gone too far and
must be stopped now!"

Politicians and businessmen expressed fears that Gono's strategy
to knock off three zeros from the old bearer's cheques to be phased out on
August 21 was calculated to liquidate their trillions as part of a wider
power struggle.

"Gono is going after certain people who are pursuing him as
well. It's a dogfight," a source said.

The sources said ministers were enraged because as members of
cabinet they were not aware new bearer's cheques were being introduced on
Tuesday - the same day that cabinet meets. When Gono announced the issue
ministers appeared shocked. Some did not clap their hands as they had done
during the initial part of his speech.

"Ministers were not aware of it and that really incensed them.
The only people who knew were President Mugabe and his deputies, the state
security agents and army generals, as well as senior staff from the RBZ,
Fidelity Printers and those contracted to do adverts for the new bearer's
cheques," a source said.

The sources said this was seen by Zanu PF members as an
indication that Gono had become embedded with Mugabe and the state security
and army - widely seen in ruling party ranks as the building blocks to
power.

Vice-President Joice Mujuru is widely seen as the frontrunner,
although there are fears her plan could be torpedoed by rivals. Zanu PF
political heavyweight Emmerson Mnangagwa and now Gono are seen as her
rivals.

Mujuru is now said to view Gono - the only high profile figure
able to bring together people of different political persuasions, including
opposition MPs who attended his address but boycotted Mugabe's - as a key
potential challenger for Mugabe's seat.

Mujuru and Gono's perceived rivalry was fuelled by Mujuru's
failure on Monday to attend Gono's monetary policy occasion, targeted at
"currency stashers", although she was said to have been in a meeting with
Mugabe.

Gono's own failure to attend Mujuru's address at the CZI
congress in Bulawayo on Wednesday made matters worse.

Speculation about Gono's ambitions was cranked up by state
television video footage on Tuesday which showed him during a walk-around in
Harare, with people cheering him on.

"Gono is beginning to have power ambitions and the clearest
indication of this were events on Tuesday when he obviously hired ZBC staff
and a rented crowd to give the impression of popularity," a senior Zanu PF
official said.

Mugabe last week raised the political temperature when he said
there were people plotting to kill Gono because he was seen as sabotaging
their businesses.

Gono is fighting with Finance minister Herbert Murerwa over
policy issues. Mugabe has rallied behind Gono.

Members of the Mujuru faction have complained that Gono has been
attacking their business interests by closing banks and companies.

Zanu PF members who belong to the Mujuru faction said yesterday
they were riled by what they described as "Gono's antics" during his
monetary policy statement and tour around Harare.

They said Gono, who was also expected to tour Bulawayo, Gweru
and Kwekwe until yesterday, was now abusing his office to push a political
agenda.

"The motive of his monetary policy and Mugabe's remarks show
there is something he is up to. But if he wants to become president, it's a
big non-starter," another Zanu PF official said.


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Opposition parties mull coalition

Zim Independent

A NEW groundbreaking initiative - similar to Kenya's National
Rainbow Coalition which brought President Mwai Kibaki to power in 2002 - is
on the cards on a mission to end President Robert Mugabe's 28-year rule in
2008.

Informed sources said the unification plan was being discussed
by the main opposition figures, including leaders of the split Movement for
Democratic Change (MDC) - Morgan Tsvangirai and Arthur Mutambara.

The plan to form a broad united front - to be named the New
Patriotic Front (NPF) - against Mugabe is also circulating in the civil
society and diplomatic circles.

A founding Memorandum of Understanding for the arrangement is
expected to be signed by September 30. The NPF, which will include political
parties, civil organisations, trade unions, consumer groups, ex-combatants,
women, churches, students and individuals, is expected to hold its inaugural
convention in December after Zanu PF's annual conference, to prepare for the
2008 presidential poll if it comes. Mugabe is said to be planning to
postpone the election to 2010 to either give himself two more years in power
or to allow his successor - if ever one is found now - to consolidate
his/her position.

The move to form the NPF follows a meeting of opposition parties
and their leaders in Harare last weekend during a convention organised by
church leaders.

Tsvangirai and Mutambara met for the first time since the latter
seized leadership of one of the two MDC factions in February. Sources said
the NPF would be formed around Tsvangirai who is expected to be backed by
Mutambara and others such as United People's Party president Daniel Shumba,
Zapu Federal Party president Paul Siwela and Wurayayi Zembe of the
Democratic Party.

Mutambara has said he is prepared to work with anybody who will
restore the MDC's founding values of upholding the constitution and the
politics of non-violence.

The Mutambara faction's secretary-general Welshman Ncube however
said this week the meeting must not be interpreted to mean his leader wants
to join Tsvangirai's camp. Ncube has also said he will work with anyone who
respects the MDC principles of the respect for the constitution and the rule
of law.

Sources said the NPF would have its own constitution which would
enshrine commitment to fundamental values of democracy, the rule of law,
human rights, non-violence, and political and civil liberties.

"The NPF should view such things as sovereignty and patriotism
to mean and encompass democracy, human rights, transparent and accountable
governance, respect for private and community property rights, and the rule
of law under a constitutional democracy," the sources close to the plan
said.

They said there were proposals for regular meetings under the
banner of the Informal Brainstorming Group where founding values and
strategy would be discussed.

A group called the Informal Working Party would be formed to
generate policy ideas to ensure the alliance is not founded on the basis of
only removing Mugabe from power but also on what to do next.

"What is needed to make this succeed is serious work behind the
scenes to ensure that a well-thoughtout and carefully planned project is
delivered," a source said.

"This means everybody has to put national and the people's
interests above their political ambitions. We have got to learn and
understand as a country and people politics from a broad picture perspective
rather than a from a narrow, self-aggrandisement standpoint."


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Gono's Murambatsvina gobbles $1 trillion

Zim Independent

Augustine Mukaro/ Loughty Dube

THE Reserve Bank of Zimbabwe will spend an estimated $1 trillion
in a military-style operation to harvest old bearer cheques from all corners
of the country and to arraign those trying to repatriate huge amounts of
cash into the country.

The Zimbabwe Independent has established that the central bank
is paying $40 million in transport and subsistence allowances to each of the
600 Zanu PF militia recruited to take part in the exercise as enforcers.

The Independent also heard that the RBZ was paying its senior
officials in charge of distributing the new bearer cheques across the
country and bringing back old notes a daily allowance of $45 million. The
senior officials have been issued with new Isuzu trucks to carry out the
exercise while more vehicles are being mobilised.

CMED (Pvt) Ltd, a parastatal, has been tasked with sourcing
vehicles for hire to complement government and central bank fleets.
Yesterday the CMED put up an advertisement in the press inviting vehicle
owners to hire them to the parastatal.

Officials at the CMED said owners of hired vehicles would be
paid a fixed rate of about $20 million per day for a vehicle and provided
with fuel and all other lubricants needed to run a vehicle. All mileage
travelled past the 100 kilometres/day would earn an extra $150 000 per
kilometre. The vehicles are needed to transport new money from Harare to
different parts of the country.

The campaign is expected to last 30 days plus.

Gono's blitz has reportedly caused problems in the countryside
as people are having their money confiscated at roadblocks on the way to the
banks.

Rural business owners are the most affected as they cannot
produce tax clearance certificates and company registrations to authenticate
the sources of their funds. No receipts are issued at roadblocks as proof
that their money had been seized by state agents.

A businessman who runs an art gallery in the Mvurwi area said he
had lost about $300 million 500 metres from his bank where he wanted to
deposit it. "I cannot speak for everybody everywhere, but I can tell you all
the rural people are doomed," the businessman said. "Most rural traders keep
their cash at home for everyday stock," he said.

The central bank has also embarked on a massive publicity
campaign in both the electronic and print media to educate the public on the
new notes. It has also contracted a Harare company to erect billboards
around the country's urban centres to advertise the new currency reforms. A
billboard costs at least $1,5 billion to erect.

This week youth militia were being dispatched to different parts
of the country from the Zanu PF headquarters in Harare in hired Zupco buses.
Zanu PF sources said the youths came from the country's 10 provinces. The
youths could be seen milling around the party headquarters courtyard this
week. They were transported by Zupco buses in the evenings.

Inside sources said a prerequisite for recruitment was a
certificate from the National Youth Training Service coupled with a Zanu PF
card.

"The youths were promised $40 million on deployment," sources
from the RBZ said. "Their other remunerations will be given on government
rates since they have been recruited through the Ministry of Youth."

Besides the militia, the RBZ has taken on board retired police
officers to handle weapons and beef up security.

Reports from border posts revealed that militia in their green
fatigues were carrying out body and luggage searches after travellers were
cleared by immigration officials.

Presenting his mid-year monetary policy on Monday, Reserve Bank
of Zimbabwe governor, Gideon Gono, introduced a new currency and gave people
21 days to bank the old currency.

He set restrictions on daily amounts that can be deposited by
individuals and companies.

Maximum daily deposits for individuals have been set at $100
million while companies are limited to $5 billion.

He said youths would be deployed at the country's points of
entry to work together with the police and exchange control officials to
apprehend travellers smuggling cash back into the country.

Gono revealed that of the $43 trillion in circulation, the RBZ
could account for only between $10 and $15 trillion.
The rest "is doing some work outside the country", said a
visibly
exasperated Gono.

On Wednesday Gono told CZI congress delegates in Bulawayo that
by Tuesday law enforcement agents had intercepted $100 billion being brought
back into the country.

He said a total of $75 billion was seized at Beitbridge and
Plumtree border posts while $15 billion was intercepted at Victoria Falls
and Chirundu border posts with the rest coming from Forbes Border post in
Mutare.

The cash was seized from mostly truck drivers.

Gono said the youths were reinforcing law enforcement agents at
roadblocks and border posts to stamp out corruption.


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Human rights abused in currency searches

Zim Independent

ZIMBABWE Lawyers for human Rights (ZLHR) has accused youth
militia and law enforcement agents of stripping women naked and making
indecent searches in an "illegal operation" to recover money allegedly
stashed at homes.

The lawyers also said the Reserve Bank's operation, authorised
by President Robert Mugabe through emergency powers, was unlawful.

"Fighting corruption and economic crime outside the rule of law
entrenches rather than removes corruption. Let us frown at such fragrant
disregard of the rule of law," ZLHR executive director, Arnold Tsunga, said
yesterday.

"The resultant dehumanising of Zimbabweans at roadblocks by Zanu
PF youths who have no policing authority, CIOs and the police where people
are being arbitrarily detained, searched, stripped naked and their assets
(mainly money) looted from them with impunity must stop immediately."

Tsunga said the operation amounted to looting people's
hard-earned cash and assets by state-sponsored criminals.

"Looting in this country has gone on for too long, is not
permissible and must stop forthwith even if it is carried out under the
guise of enforcing an overzealous policy of a largely clueless Reserve Bank
governor," he said.

"The ouster of the jurisdiction of the courts to offer remedies
for violations arising from the usual overzealous implementation of the
Gideon Gono monetary policy causes some severe discomfort."

Tsunga said the search and seize crackdown was reinforcing the
usurpation of judiciary powers.

"The persistent ouster of the authority of courts under the
guise of economic empowerment has reached sickening proportions and needs us
to react appropriately," he said.

"I still insist that it is not possible to fight corruption and
economic crime or restore economic stability outside the rule of law and
adherence to basic human rights standards and norms.

"The privatisation of the public policy formulation process and
its efficient ruthless and wanton implementation has resulted in chaos in
our country and serious human rights violations with impunity."

Tsunga said the illegal grabbing of people's money by corrupt
state agents was similar in its ferocity and ruthlessness to Operation
Murambatsvina.

"Ordinary men, women and children of Zimbabwe still live without
dignity after Operation Murambatsvina was unleashed on them in similar
fashion just over a year ago," he said. "Such contempt for humanity in
Zimbabwe must stop." - Staff Writers.


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Chideya hearing to expose Makwavarara

Zim Independent

Reagan Mashavave

A COMMITTEE hearing into the suspension of Harare town clerk
Nomutsa Chideya later this month has the potential to expose Sekesai
Makwavarara's profligacy and incompetence. It could also prove the Achilles
heel for the former MDC deputy mayoress turned Zanu PF's fair lady at Town
House, the Zimbabwe Independent learnt this week.

The hearing, which was supposed to be held on July 18, was
postponed after the council failed to compile an outline of its case
alongside minutes and documents to buttress the charges.

Among the documents to be presented at the hearing is a copy of
an audit report done by the audit manager of the city council on March 23
which exposes alleged misuse of council vehicles and labour by Makwavarara
at her Raffingora farm on more than four occasions.

According to the audit report, a lorry, registration number AAE
5076, was used to ferry 400 bags of fertiliser to Makwavarara's farm in
Raffingora on four occasions during working hours, at an estimated cost of
$30 million to council at the time.

Another vehicle, registration number 586-270V, was used to empty
a septic tank on two occasions estimated to have cost council another $30
million.

Another audit report of February 23 shows that Makwavarara spent
$175 million purchasing "consumables and alcohol" meant for her official
mansion in Gunhill between June last year and February this year. The report
says there was no evidence that Makwavarara was entitled to such
expenditure.

It also shows that of the $175 million, $110 million was spent
in less than five days. On January 6, using cheque number 72123, Makwavarara
bought groceries worth $53 381 400 and on January 10 she spent $57 188 600
using cheque number 72131.

Chideya's lawyer, Sternford Moyo of Scanlen and Holderness, said
the inquiry team failed to prepare a charge sheet, as there was no outline
of the council's case when the hearing was supposed to begin.

Moyo has highlighted a number of irregularities that need to be
resolved before the hearing begins.

The irregularities include the legality of the inquiry team
appointed by the Minister of Local Government, Ignatious Chombo.

He alleges that Chombo acted outside his mandate by appointing
an inquiry committee to investigate a council employee.

"Clearly, in terms of the Urban Councils Act, for the committee
to have powers of this nature, it ought to be a committee appointed by the
council and not by the minister," said Moyo.

"The minister can appoint a committee to investigate council. He
cannot appoint a committee to investigate employees of the council," Moyo
said.

He also stressed that there should be resolution and evidence
that council appointed the inquiry body.

Moyo has requested that the committee provides him with a raft
of documents and council minutes when the hearing begins on August 21. The
documents include:

* Expenses incurred by Cosmos Shitto, Makwavarara's spouse from
2003 to date;

* The repairs done to Mawavarara's Highlands home and proof that
Makwavarara was actual resident at the house prior to purchasing it;

* The withdrawal of fuel from council depot by Shitto;

* The proposed purchase of curtains for the mayoral mansion for
$35 billion;

* Expenses debited to council by Makwavarara;

* The use of Wild Geese as temporary or overnight accommodation
by Makwavarara;

* The installation of a satellite dish at the mayoral mansion
together with authorisation for such installation and;

* The heads of departments on suspension.


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Mutasa faces intimidation, violence charges

Zim Independent

Clemence Manyukwe

NATIONAL Security, Land Reform and Resettlement minister Didymus
Mutasa faces charges of violence and intimidation of magistrates while
Justice minister Patrick Chinamasa is expected back in court next week for
resumption of his trial that collapsed on Tuesday after magistrates refused
to preside.

Charges of attempting to defeat the course of justice levelled
against Chinamasa were dropped on Tuesday when magistrates in Manicaland
refused to preside over the case citing threats by Mutasa who allegedly
accused them of harbouring MDC sympathies.

Rusape magistrate Loice Mukunyadzi on Tuesday described Mutasa's
conduct as "unruly behaviour". The magistrates recused themselves from
Chinamasa's trial because he was their "boss", they said.

Manicaland area prosecutor Levison Chikafu is however determined
to see Mutasa's wings clipped.

It emerged yesterday that a retired magistrate, Phenias
Chipopoteke, would now preside over the case that has been sat down for next
week.

The two ministers' troubles stem from a political violence case
that resulted in 16 of Mutasa's supporters, including Zanu PF's chairman in
his Makoni North constituency, Albert Nyakuedzwa, being jailed for three
years each for attacking James Kaunye, who sought to challenge the minister
in the ruling party's primary election.

Chinamasa and five others, including head of the CIO in
Manicaland, Innocent Chibaya, head of intelligence in Makoni North, Denford
Masiya and Simbarashe Muzariri, a CIO operative based in Rusape, are accused
of trying to coerce state witnesses to withdraw testimonies against
Nyakuedzwa and others.

Leading the state's case against the intelligence officers on
Tuesday, Chikafu said Mutasa had subverted the laws of the country and
promised that justice would be done. He said there were no sacred cows.

He said other high ranking government officials would soon be
arraigned for various offences and Mutasa was no exception.

"Didymus Mutasa tampered with the justice system. What he did
was unlawful. The fact that he has not been brought for trial does not mean
that he is not coming," said the prosecutor.

A fearless prosecutor in the pursuit of justice who has led
several cases considered as hot potatoes such as the Mutare arms cache,
Chikafu stunned a courtroom filled with ruling party sympathisers when he
remarked: "Mutasa is a powerful person; his wings must be clipped to the
greatest extent."

He said because of prosecution of lawbreakers, Zanu PF factions
and members of the MDC were now living in harmony in Mutasa's constituency,
a development he said should be maintained.

"Even the Zimbabwe Independent and the Fingaz that had been
banned in some places (in Rusape) are now in circulation," Chikafu added.

During Chibaya's trial, Kaunye, Zimbabwe National War Veterans
Association's national secretary for information, alleged the CIO had
intended to kill him to save Mutasa's supporters from prosecution.

Chibaya and the others are denying the charges.


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CZI delegates take Murerwa to task

Zim Independent

DELEGATES attending a Confederation of Zimbabwe Industries (CZI)
congress in Bulawayo on Wednesday took to task the Minister of Finance,
Herbert Murerwa and Reserve Bank of Zimbabwe governor, Gideon Gono, saying
their addresses were "too polite and peripheral" to resolve the country's
mounting economic problems.

Delegates who spoke after Gono and Murerwa's keynote addresses
said the two had skirted around vital issues.

Bulawayo businesswoman, Ruth Labode, challenged Murerwa and Gono
to implement viable policies and avoid skirting around issues and cited Air
Zimbabwe which she said carried a few people to China instead of cancelling
the route altogether.

"It is crystal clear that there is no business to China," she
said. "Why doesn't the government just cancel the flight? There are always
one or two passengers on the plane and they are usually government ministers
going to China to sign one or two memorandum of understandings," Labode
said.

Zimind P/L chief executive officer, Raphael Khumalo, also said
Gono and Murerwa should tackle key issues affecting the economy to get the
country out its crisis.

"What this country needs is international engagement," said
Khumalo.

"We cannot stand here when we have zilch in terms of foreign
currency and say we can do it by ourselves," Khumalo told the congress.

"There is no rule of law in the country and the government needs
to address that issue. Arresting people for keeping $20 billion shows that
the leadership does not understand the fundamental issues. There is more
need for consistent policy than to arrest people for things that are legal
like keeping money."

Another delegate challenged those attending to justify their
presence at the conference by asking pertinent questions instead of praising
Gono for doing his job.

"People should not be afraid to ask questions and what most
people have been asking is not critical to the situation in the country,"
said the delegate.

Gono accused private businesses of becoming havens for money
laundering and vowed to continue a clampdown on those hoarding large sums of
cash for black market activity.

"Enough is enough for some of you who are continuously
increasing prices unjustifiably. The monetary authorities urge you to stick
to the prescribed rules before we take action," Gono warned.

Gono said out of $43 trillion that was supposed to be
circulating in the country $15 trillion was not accounted for, meaning it
was doing business outside the country.

"Your membership must avoid accepting the role of sanctuaries of
crime. The private sector must stop being a fertile ground for money
laundering," Gono said. - Staff Writer.


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'SA deportations don't address root of crisis'

Zim Independent

Tendai Mukandi

SOUTH Africa's efforts to control the influx of Zimbabweans
through deportations instead of addressing the root cause of the crisis has
badly "misfired", says the Zimbabwe Exiles Forum (ZEF), an organisation
dealing with the rights of exiled Zimbabweans in South Africa.

ZEF accuses President Thabo Mbeki's government of acting "in
complicity" with President Robert Mugabe in the face of a spiralling
economic and political crisis in Zimbabwe.

Gabriel Shumba, the Zimbabwean executive director of ZEF, said
South Africa was failing to cope with the number of illegal immigrants
because it had chosen to ignore the root cause of the problem.

He was reacting to recent media reports in South Africa that
Pretoria had deported at least 51 000 "illegal Zimbabwean immigrants"
between January and June this year.

"Whilst we sympathise with the South African government over its
escalating immigration control costs, we observe that its efforts to control
the tide through deportations instead of stemming the root of the Zimbabwean
crisis have misfired," said Shumba in a statement.

"It is dismaying that Pretoria folds its arms and sometimes
seems to abet the unrelenting political, social and economic decay in
Zimbabwe on one hand and cry foul about the overwhelming refuge crisis it is
facing," he said.

ZEF accused Mbeki of failing to deal more decisively with Mugabe
over his disastrous policies, preferring instead his much-maligned "quiet
diplomacy" while an economic meltdown continues in Zimbabwe.

A South African newspaper, the Sunday Times, reported recently
that the Home Affairs department had deported 51000 illegal Zimbabwean
immigrants from January to June. This represented an average of 265 people
each day, it said.

ZEF said it was concerned that the deportees included women and
children who had nowhere to go and were often abused on both sides of the
Limpopo River.

"This is especially worrying in circumstances where scores of
children being dumped at Beitbridge have become defenseless victims of this
catastrophe."

ZEF said the immediate return of the women and children to
Zimbabwe where social security structures and psychological trauma
counselling facilities had collapsed, constituted a "grave and potentially
serious threat to the human rights of the deportees and regional peace and
security".

Zimbabwe's socio-economic and political climate has deteriorated
over the past six years since government embarked on the land reform
programme that has ruined the country's commercial agriculture and spawned
mass poverty.

Most of the country's economic refugees have run away to South
Africa where they take up menial jobs on the farms.

Most of them enter the country illegal and are often reported to
the authorities once they demand pay for their labour.

The country has experienced acute foreign currency shortages, a
high inflation rate, and shortages of medicines, fuel and other basic
commodities. Employment has remained high at over 75% despite government's
purported empowerment initiatives. This has forced thousands of people to
illegally cross the border into South Africa and Botswana each week where
they are rounded up and detained in transit camps before deportation.

Many people, including civil servants, have resorted to
cross-border trading to supplement their salaries.

In 2004 at least 72 112 illegal Zimbabweans immigrants were
deported from South Africa, with the figure rising to 97 433 in 2005.
Efforts to get comments from the South African embassy were fruitless this
week.

Meanwhile the Minister of Safety and Security in South Africa,
Charles Nqakula, last week said the biggest population of foreign nationals
involved in crime was from Zimbabwe and Botswana.

Two weeks ago four Zimbabweans were shot dead in Botswana after
they allegedly attempted to intercept a van transporting over 35 000 pula to
a bank in Gaborone.


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MP Langa's trial adjourned

Zim Independent

GWANDA magistrate, Douglas Zvenyika, on Tuesday adjourned the
joint trial of Insiza MP Andrew Langa, Donnie Dlamini and Spare Sithole who
are accused of insulting and assaulting opposition MDC candidate, Siyabonga
Ncube, during the hotly contested 2005 election.

The trial, which began on Tuesday, is set to continue on
September 13 after the complainant, Ncube took the stand the whole day
testifying against the three.

The prosecutor, Tavengwa Sangster, told the court that on
January 22, 2005 the accused had insulted and assaulted Ncube.

Langa, who is also Environment and Tourism deputy minister, is
accused of contravening Section 3(2) of the Miscellaneous Offences Act by
making use of threatening language in a public place. Langa found Ncube
checking for his name on the voter's roll at Avoka primary school and was
incensed by his presence.

Langa then allegedly threatened to shoot Ncube, boasting that
Zanu PF would protect him.

At the same place, Dlamini who is charged together with Langa,
is alleged to have also insulted Ncube. He is alleged to have insinuated
that Ncube was a front for white people.

The court also heard that Sithole, who is a Zanu PF member,
assaulted Ncube when the two met at Avoka business centre. Sithole, who is
facing charges of common assault, is said to have poked Ncube in the face
before assaulting him.

Thomson Mabhikwa of Mabhikwa, Likhwa and Nyathi, representing
the accused, argued that they did not act in that manner as there were
police officers present.

Mabhikwa alleged that his clients were irked by the fact that
members of the commission where a report was made of the assault were
putting on MDC regalia. - Staff Writer.


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Fresh crisis grips banks

Zim Independent

Shakeman Mugari

A FRESH crisis gripped the banking sector this week following
the re-denomination of local notes under currency reform measures announced
by the central bank on Monday, businessdigest has established.

The banks were this week battling to reconfigure their systems
to switch to a new family of bearer cheques introduced by Reserve Bank of
Zimbabwe governor Gideon Gono.

Sources said bankers had made representation to Gono over the
ominous crisis which they say might precipitate a disintegration of the
banking system amid fears that some banks might fail to meet the deadline to
switch to the new currency.

Gono, however, rejected their appeals, insisting financial
institutions had to embrace his new measures by August 21 or risk closure.

Gono's new currency reforms to deal principally with speculators
whom he said were hoarding large sums of bearer cheques "to take advantage
of rent-seeking opportunities".

As part of the measures, Gono has instructed the confiscation of
cash in cases where people try to deposit amounts higher than his prescribed
limits. People bringing a certain threshold of Zimbabwe dollars from outside
the country also risk prosecution under exchange control measures.

Businessdigest understands that banking institutions could now
fork out close to US$3 million, about $750 billion at the ruling official
exchange rate and close to $1,8 trillion at the parallel market rate, to
make their systems compliant with new currency denominations.

"It will cost a bank at least £100 000 (US$186 400) to
reconfigure its system. That cost does not include travel and other expenses
for the experts likely to be flown into the country to solve the problem," a
financial sector IT systems expert told businessdigest. "In fact,other banks
are already working on ways of getting around the problem because they
cannot afford the costs."

Sources said the adjustments had to be made to the banking,
accounting and human resources systems so that they could have the same unit
of measurements to create functioning systems.

As it were, the sources said, banks had terminated connections
allowing depositors to withdraw cash from automated teller machines (ATMs)
at financial institutions apart from their own banks because of the
disaster. Financial institutions were also trying to change balances in
depositors' accounts, loans and the interest payments to replace the
unexpected change in currency denominations.

It is understood that banks were likely to be forced to bring it
foreign companies who had authored the systems for an evaluation of the
reconfigurations.

Many banks are said to have written for quotations from their
software authors to the get the cost of the reconfiguration excise.
businessdigest understands that at least two big banks had been informed
that the reconfiguration process might take at least five weeks, meaning the
problem should be solved long after August 21.


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Govt,Nssa may fail Finhold rights issue

Zim Independent

Dumisani Ndlela

GOVERNMENT and the National Social Security Authority (NSSA)
could fail to inject fresh capital into Zimbabwe Financial Holdings Ltd
(Finhold) under a planned trillion dollar rights issue that could become the
biggest cash-raising exercise on the local bourse, businessdigest
established this week.

Government's inability to raise cash for the financial group,
together with threats of bank failures due to high statutory reserve ratios,
might have prompted a spate of concessions to the banking sector by Reserve
Bank of Zimbabwe governor Gideon Gono.

Although one source said there were still "high level
discussions" on Finhold's planned rights issue, another source indicated
that government and NSSA, both major shareholders in Finhold, had turned
down a request for cash injections meant to increase capital levels for
subsidiary institutions to levels prescribed by the RBZ earlier this year.

Although businessdigest could not establish how much Finhold
intended to raise under the programme, reports have suggested the group
wanted to mobilise $3 trillion from shareholders for fresh capital.

Both government and NSSA, a compulsory national pension scheme
considered a bottomless cash pit, are said to be strapped for cash and
therefore unable to commit funds towards recapitalisation of the group.

NSSA, sources indicated, was committing huge sums of money in
government-sanctioned projects and could not raise the amount required by
Finhold even after recently increasing thresholds for pension contributions
and in the process guaranteeing a monthly inflow of over $1 trillion.

NSSA, the largest shareholder in Finhold, holds 46% of the group's
issued share capital, with government holding 29% as the second largest
shareholder.

NSSA would pump out $1,38 trillion for its stake if Finhold
undertakes a $3 trillion rights issue, while government, projected to suffer
a $253 trillion budget deficit this year, would inject $870 billion.

Finhold's subsidiaries are Zimbabwe Banking Corporation Ltd,
whose operational divisions are commercial bank Zimbank and Syfrets
Corporate and Merchant Bank, and ZB Holdings, whose operational divisions
include Syfam, an asset management firm, and Continental Capital, a venture
capital company.

Finhold chief executive officer, Elisha Mushayakarara, was not
available for comment as he was said to be in meetings.

Group spokesman, Joseph Muzulu, said he had not yet been
informed about any failure by government or NSSA to participate in the
rights issue. "It's coming, but I'm not sure when," said Muzulu about the
rights issue.

NSSA general manager Amod Takawira could not be contacted for
comment as he was reportedly busy in meetings.

Gono announced during his monetary policy statement on Monday
that financial institutions still had to match capital levels equivalent to
US$10 million by September 30 but at the old exchange rate of $101 000 to
the US dollar.

Gono told bankers at a meeting two weeks ago that they were no
longer compelled to adjust their capital levels with every devaluation of
the local currency, suggesting a shift in the January policy announcement.


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Much ado but not that much a-done

Zim Independent

AFTER waiting with bated breath for the three most important
official announcements, investors can be forgiven for a feeling of deja-vu.
Economic commentators will also lament the chance that has gone begging not
to turn the economy around but to at least stabilise it.

After President Robert Mugabe had laid down the gauntlet with
his address to the nation on the occasion of the opening of parliament, it
was the Minister of Finance who set the ball rolling last Thursday with the
presentation of the fiscal review for the first six months of 2006 before
the governor of the Reserve Bank took to the lectern this Monday.

One thread that ran through all three addresses was their
congruence, in terms of whom, how and what is to blame for the quagmire that
the economy finds itself in. The Minister of Finance cited "indiscipline,
accountability, ethics and corruption" as the main culprits, in addition,
obviously, to sanctions. The governor called them "the four vices", again
mentioning "indiscipline, corruption, bureaucratic inertia and speculation".

Another common feature of the last two pronouncements is that
they started off with a lot of promise such that one could not escape
feeling encouraged. The Minister of Finance in his opening paragraph clearly
articulated that the "major policy imperatives and priorities in dealing
with our challenges remain, credibility and consistency of policies and
their timeous implementation".

He also listed the country's challenges - read problems - as on
pole position; corruption, followed by the usual candidates; rising
inflation, declining savings and investment, inadequate foreign exchange,
erratic fuel supplies and interruptions to electricity supply.

With such a reading of the situation on the ground one would
have expected a comprehensive solution package to address these problems. As
one goes through the statement - especially as analysts are fond of doing -
matching the problems with the proposed prescriptions, disappointment sets
in.

For the first six months, government revenue inflows amounted to
$76 trillion against a target of $58,2 trillion mainly on account of
inflation being substantially higher than initially envisaged. During the
same period a total of $90,8 trillion was spent, against a corresponding
target of $74,3 trillion.

The gap between inflows and outflows from the above is $14,8
trillion, but according to the statement, the deficit for the same period
was $17,8 trillion. This was said to have been financed through borrowing
from the local market through 91day treasury bills amounting approximately
to $17 trillion excluding interest.

For the remaining six months of 2006, an additional $140
trillion is expected to be collected, against an expenditure target of
$327,2 trillion. In other words, the government will spend 2,3 times more
than is in its purse. This means that the budget deficit for this period
will be $187,2 trillion.

The contradiction resulting in the ballooning budget deficit
which if one solves an equation derived from the different pieces of
information in the statement comes to 24% of GDP for 2006 is the fact that
the economy is now roughly 50% of what it was eight years ago, yet the
government, in terms of size, is twice what it was then. No country in the
world runs a budget deficit as big as ours and expects to have single digit
inflation.

The monetary policy statement, we regret to say, also flattered
to deceive. First the venue was changed from the traditional Reserve Bank
auditorium to the Harare International Conference Centre. Secondly, the
event was moved from its traditional slot of 2:30pm to 10:00am and invited
company executives were allowed to bring along members of their executive
management.

The idea, we surmise, was to give as many people as possible a
chance to experience the new beginning as it were. The monetary policy
statement pack, in addition to the main statement, included close to 10
supplements (most in full-colour gloss), among them an entirely humorous
cartoon booklet of the various ills afflicting the economy.

It is rather difficult for one to sufficiently and
comprehensively comment on the monetary policy statement because not only is
it too voluminous to go through in four days but, unlike the fiscal policy,
it is highly personalised such that one cannot comment upon it without fear
that the opinions then expressed would be taken as an attack on the person
of the monetary authority itself.

In fact, the governor, at point 9.13 on Page 17 of the main
statement, had this to say: "It is also clear to me that venomous
outpourings by some of our armchair critics and boardroom analysts seeking
to convince the most gullible amongst us, in their eloquent technical
jargon, and retrogressive never-see-good forecasts which seek to lay blame
for all our evils on one institution, one person, or one stakeholder
constituency, are nothing more than what one writer, described during the
Rhodesian era as 'pseudo-economic intellectualism feeding from reckless
dishonesty.'"

However, what the monetary policy statement did manage to do was
to create a lot of pandemonium both within and without the country. The
dropping of the three zeros and the withdrawal of the family of the now old
bearer cheques with the attendant limits has seen a lot of people running
around.

The informal market both for goods and currency which deals
mainly on a cash basis will have its operations hamstrung, until such time
as things have stabilised. At this juncture, however, our little knowledge
tells us that the dropping of the zeros only goes as far as providing
convenience, nothing else.

The governor also announced the reduction of the accommodation
rate from 850% to 300% per annum, which had been preceded by the fall in the
yield on the 91-day treasury bills from 510% to 200% per annum. Hard on the
heels of a 2,5 percentage points reduction in the statutory reserves a week
earlier a further five percentage-point reduction was granted.

The bankers are concomitantly expected to reduce their minimum
lending rates. In terms of negative real interest rates we have now gone
full circle and are back to 2003 again. The more things change the more they
stay the same.

In response, the stock market has since the day of the
announcement gained 48,5 percentage points to reach an all-time high of 137
266, 79 points (new currency) this Wednesday. On a year to date basis, the
industrial index is showing gains of 642,4% which probably puts it way ahead
of the compounded monthly inflation rate and slightly ahead of the currency
devaluation on the parallel market of approximately 550%, using the rate of
$650:US$1.

The movement of both these market indicators seems to confirm
our view that the authorities, besides, the rhetoric, did not show much
resolve in fighting inflation, at least through the orthodox and textbook
economics' means.


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Cost of living surges to $75 million

Zim Independent

Paul Nyakazeya

THE cost of living has shot up 23,5 percentage points to $75,4
million for July, from $61 million the previous month, figures from the
Consumer Council of Zimbabwe revealed yesterday.

The increase in the cost of living comes a week after Finance
minister Herbert Murerwa increased with effect from September the tax-free
threshold for pay as you earn tax to $20 million, a figure analysts said was
likely to be overtaken by the escalating cost of living when it comes into
effect.

The consumer watchdog, whose cost of living monthly basket is
for a family of six, said the price for washing powder accounted for the
biggest leap during the month at 138,1%, followed by flour whose prices rose
by 73,5%. Roller meal, clothing and footwear and meat surged 67,7%, 46,7%
and 40% respectively during the month of July, the CCZ said.

The price of bread rose 39,6% while the cost of transport, rice
and vegetables increased by 36,4%, 29,9% and 28,3% respectively.

"Transport operators have continued to increase fares,
negatively impacting on consumers' budgets. June transport costs increased
by 46,7% whilst July fares rose by an average of 36,4%" said the CCZ.


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Lopping zeros no signal of change in economic policies

Zim Independent

THE lopping of zeros from the country's currency does not
signify a transformation of economic fundamentals, says Imara Securities'
investment analyst Fungai Tarirah (FT). Below is an interview he gave to
South Africa's Moneyweb on the issue.

MONEYWEB: Fungai, the decision by the Governor of the Reserve
Bank of Zimbabwe, Gideon Gono, to lop three zeros from the value of the
Zimbabwean currency, and in that way to fight inflation, seems a little
strange. You're on the ground there in Harare. How exactly is it being
interpreted by the people?

FT: One of the biggest things is we've seen a lot of confusion
given the amount of notice that has been given to people on the
implementation of this new currency. So I think two things there.

In the ensuing chaos we've seen a lot of prices being hiked
literally overnight - not only by the retailers but also on the stock
market.

We've also seen a lot of banks trying to cope with their systems
in trying to make sure that they keep abreast with changes coming through.
So a bit of chaos has been witnessed, but I think that will quieten down as
we go further in the month towards the 21st, which is the deadline for
conversion to the new currency base.

MONEYWEB: For those who don't know what's going to happen, just
take us through the steps.

FT: Basically, what he's done is; we are still using Zimbabwean
dollars. The only difference is we're taking out three noughts and we're
going to have to round it back to cents. What were billions are now millions
and so on and so on. So it's a paradigm shift for lots of people in terms of
the prices that we experience.

I think one of the biggest things is looking at some of the
share prices. Something that used to cost $300 now costs 30c. So obviously
that makes for a very big difference, and we've seen the various markets
respond to that.

MONEYWEB: But how is this going to fight inflation?

FT: Inflation will only ever change if the Reserve Bank
concomitantly puts in place various policies that fight the growth in
government spending; that increase incentives to the various exporters to
bring in more foreign currency.

MONEYWEB: No, I understand that. But how is what Gono has done,
how is that going to fight inflation, because he maintains that that's the
reason why it's being done?

FT: Well, it's psychological. People think prices are cheaper,
the cost of goods is cheaper, simply because you've lopped three zeros.

But economically nothing has changed. If something cost $85 000,
now it costs $85. And I've only got $85 instead of $85 000. It doesn't make
much of a difference. And I think a lot of people are cottoning on to that
fact quite quickly.

It comes back to the accompanying policies that are implemented.
If they are not there, then it's cosmetic, nothing really changes.

MONEYWEB: That's exactly it. Fungai, people are not stupid. It
sounds like they're just rearranging the deck chairs on the Zimbabwe Titanic
here.

FT: I think that's one part. The other part is putting in place
those policies. So if you listen to the policies they announced, or the
(indistinct) they announced, they did highlight a number of policies which,
if they do actually implement, will be very helpful in making the change in
the zeros actually take effect. If those policies are not implemented,
however, we'll be back to square one and those zeros will come back quicker
than you think.

MONEYWEB: Reading the statement of Gono, he blames to a large
degree speculation and hoarding of Zimbabwe dollars. Now I don't understand
the logic. If you have a high inflation rate it doesn't seem to make a whole
lot of sense to hoard bank notes. Is this what is happening?

FT: I tend to agree with that. I think the biggest problem as
inflation turns to hyper-inflation is that ticket prices for a lot of things
become astronomical.

Where I used to need $200 000, I probably now need $200 million
or $2 billion. So I need that cash. And obviously people's outlooks become
more and more (indistinct) so they don't trust the banking system as much as
they used to in the past because the banking system takes time to enact
payments.

It moves to a cash-based society and I think that is the biggest
reason why a lot of people were actually holding on to large amounts of
cash - no fault of their own.

I think it's symptomatic of what's happening in the economy. The
trick, however, is to make sure that they're not holding inordinate
amounts - and I think it's a very difficult card to call, to say this is
inordinate as it is in line with what is happening within the economy. One
has to really judge the levels that have been set by the Reserve Bank.

MONEYWEB: Is this a step in the right direction, at least?

FT: I think there has been speculation that has caused problems.
It sorts that out. But I don't think that's the biggest cause of the
problems that we have in the environment.


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Banks shouldn't bask in temporary reprieve

Zim Independent

By Farai Dyirakumunda

THE local financial markets have responded decisively to the
latest monetary policy announcement highlighting that several of the new
initiatives have a direct bearing on the outlook and performance of
different markets.

The direction of interest rates has been the subject of
uncertainty and from the latest policy announcement, the tone has been set
by the Reserve Bank governor for the interest rates to remain low for the
remainder of the year. This tallies with the remarks made by the Minister of
Finance about the unsustainability of the high rates quoted for treasury
bills (TBs).

Credit to government has underpinned excessive broad money
supply growth, which has been on an upward trend, increasing from 528,2% in
February to 669,9% in May 2006. High money supply growth in a declining
economy has been proved to have inflationary consequences and Zimbabwe has
not been an exception. A correlation exists between the two and the recent
upsurge in inflation is partly attributed to money supply.

The overall expansion in domestic credit as at May 2006 is
weighed more toward credit to government (mainly through TBs) and this has
grown by 927,5% compared to credit to the private sector (made up of loans
and advances from the banking sector) which grew 455% in the same period.
Reducing TB rates is therefore an apparent attempt towards slowing down the
rate at which domestic credit grows for the remainder of the year.

With 91-day TB rates down to 200% from recent levels around
510%, fixed deposit rates have correspondingly declined. This also coincides
with significant TB maturities of up to $52 trillion for the whole month
(using the old currency).

Against such background there is little room for the
appreciation of the money market rates in the near future. A continual
depression of deposit rates is therefore inevitable. Indicative investment
rates for fixed deposits on the money market are therefore within the range
of 50%-190% for investments within the seven-day to 90-day tenor. The
effective annual rate for a 90-day investment at 200% is now 406% and this
is notably lower than an effective rate of 2 400% at a nominal rate of 500%.

The Reserve Bank governor reduced accommodation interest rates
from 850% to 300% for secured lending and 900% to 350% for unsecured
lending. The immediate implication is that lending rates from banks will be
revised downwards given that the lending rates tend to be aligned to
accommodation rates.

In theory, the lower lending rates are supposed to stimulate
borrowing for productive purposes and give an upward supply side response. A
number of corporates are however reluctant to increase their borrowings
given that interest rate inconsistencies from the past have resulted in a
number of casualties.

Export-oriented companies will likely rely more on offshore
structures with more predictable rates while domestic companies will
probably limit their borrowings to critical working capital requirements.

Funding long-term commitments such as capex using debt may be
suicidal should there be an unexpected swing in interest rate policy.
Individuals on the other hand may increase their borrowings for consumptive
expenditure but not for the acquisition of higher-value assets.

Overall, while a reduction in lending rates will be welcome for
borrowed entities, banks will probably remain cautious in their lending.

The outlook for banks and financial institutions has been
upgraded following the abolishment of the mandatory two-year paper on
institutions with long positions. The two-year paper had an effect of
punishing the bigger players for enjoying strong deposit market share
following the flight to quality by depositors.

The banks have then agreed in principle to operate a
non-segmented inter-bank money market. In the immediate outlook interest
margins and profitability for most banks will be improved and the reduced
accommodation rate will also ease the interest burden on institutions that
utilise the accommodation window on a particular day.

Another noteworthy development for financial institutions is a
further reduction in statutory reserve requirements to 40% on demand and
call deposits from a previous high of 60% and 30% on savings and time
deposits from 45% prior to the recent adjustments.

The overall implications of the above policy initiatives on
banks is an improvement in liquidity and liquidity management during the
second half of the financial year. Improved profitability will therefore
make the September 30 capitalisation deadline attainable and there is
additional reprieve regarding compliance to US dollar-linked capital
requirements.

Banks should however not bask in the reprieve but instead work
toward buttressing their capitalisation ahead of any further reviews. A
certain degree of investor fatigue may be anticipated if in the future,
banks have to call on shareholders to recapitalise their institutions.

The stock market has yielded huge windfalls for investors in the
aftermath of the monetary policy. The industrial index has been powered by
huge gains in large cap counters such as PPC, Old Mutual, Meikles and Econet
in addition to broad-based buying across the market.

The first positive response emanates from an inverse
relationship between the direction of interest rates and the equities
market. When there is a sustained reduction in deposit rates investors will
shift their asset allocations towards shares and the trading patterns over
the past few days give credence to that observation.

Additional positive responses are also arising from hard
currency generating companies that will benefit from a devaluation as well
as an increase in forex retention.

The slashing of three zeros on the local currency also had an
unexpected effect of creating an illusion that some share prices were cheap.
This has particularly been felt on penny stocks or stocks that have low
nominal values such as Willdale, Medtech, Pelhams and CFX which all
experienced a huge uplift in apparent response to their meagre nominal
values.

In the immediate outlook investors will maintain a higher
weighting towards equities relative to the money market but some correction
is forthcoming on counters that are overheated. The market will also
inevitably experience profit-taking in the near term but beyond that the
primary trends point towards further significant upside in shares.

* Farai Dyirakumunda is an analyst at Interfin Securities.


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Rebasing dollar seen stoking inflation

Zim Independent

By Phoebe Goremusandu,

RESERVE Bank of Zimbabwe (RBZ) governor Gideon Gono's monetary
policy statement issued this week rebased the Zimbabwe dollar, reviewed the
exchange rate and interest rates and introduced more pronouncements for the
real sectors of the economy.

Our view is that the monetary policy measures introduced will
need a long time before real improvements are evident in the economy.

Slashing zeros

In addition to bringing convenience to the transacting public,
the experience of other countries has been that rebasing the currency can
have the effect of fuelling more inflation, especially in the absence of
other initiatives to tame inflation.

A rebased currency can create an illusion of lower prices hence
a tendency to increase prices even higher. This could see inflation
increasing to levels beyond current expectations.

Therefore it is important that there be initiatives to address
inflation at the fundamental level. While there is a risk that some monetary
values may be lost especially for bearer cheques that had been exported to
other countries, the amount that will be forfeited in our view will not
significantly affect the amount of notes and coins in circulation.

The planned introduction of a new currency under phase two is
welcome but the macroeconomic fundamentals in our view have to be corrected
if the introduction is to be a permanent solution.

The currency conversion is expected to generate uncertainty in
that the transacting public has been given little time to adjust to the new
system. It is also not certain at what point a new currency will be
introduced as the market may also be caught unaware.

The strategy of the governor seems to be to to ensure that notes
and coins in circulation are kept within the formal banking sector and we
acknowledge that this is the correct way to steer the economy.

Exchange rate

On the exchange rate front, on this basis, we believe that the
governor moved the exchange rate in the correct direction, although this is
clearly not far enough. Importantly, however, we are looking with keen
interest at the announcement of the formation of the currency board.

The experience in other economies is that an independent
currency board can be an effective and key entity in determining a "clean
fair value" for the currency.

It is however not sufficient for the central bank to adjust the
currency at six-month intervals as it makes it difficult to plan ahead,
therefore the sector needs a clear and transparent exchange rate adjustment
system.

The scrapping of the gold support price is also positive, as
gold miners will get the international gold price translated at the ruling
exchange rate. Apart from boosting earnings in the gold sector, this also
reduces the central bank's support to the productive sectors through
quasi-fiscal activities.

The extension of the foreign currency retention period for
exporters is positive as it makes it possible for exporters who may need to
utilise their foreign currency beyond the 30 days that had been set
previously.

This mechanism enables exporters to maintain the real value of
their exports and has the potential to stimulate output in the export
sector. While the tobacco sector is still accessing support from the central
bank, the move should be towards a situation whereby the market price
adequately compensates the farmer so that we move away support frameworks,
which result in money creation.

The reduction in accommodation rates is expected to see lending
rates softening and this should benefit the productive sectors of the
economy. While this is favourable for borrowers deposit rates are expected
to ease and in real terms returns on the money market are likely to become
negative in real terms.

On the productive side it is also important to complement the
reduction in interest rates with increased foreign currency inflows in order
to boost production. Monetary policy was loosened significantly with the
reduction in statutory reserves and while the banking sector has been
encouraged to direct loans to the productive sectors, in our view, with
lending rates expected to ease, domestic credit to the private sector is
expected to expand significantly with most of the loans directed towards
non-productive borrowing. All this will result in money supply accelerating
and this ultimately feeds into inflation.

Overall

Overall, the illusion of lower prices created by the currency
rebasing together with the soft lending rates expected to result from the
lower accommodation rates will add to inflationary pressures. At the same
time, money market investors and depositors to banking institutions are
likely to experience reduced investment returns.

In the absence of enough stimulation of the supply side of the
economy, we are of the view that sustained improvements in output and the
economy are still a long way away. The foreign currency management framework
remains unclear thus making it difficult for long-term planning. Money
market investors will be the hardest hit as returns are expected to be
significantly negative.

* Phoebe Goremusandu, is a senior markets analyst with Old
Mutual Asset Managers, Zimbabwe.


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New FCA retention facility injects new lease of life into industry

Zim Independent

Eric Chiriga

A NEW foreign currency retention facility introduced by the
Reserve Bank of Zimbabwe (RBZ) this week is expected to inject fresh life
into ailing gold mining operations and exporting companies that had been on
the brink of collapse, analysts and industry players have said.

Analysts said the increase in foreign currency retention levels
to 70% would mean more resources for exporting companies which would be
bolstered by the devaluation of the local currency undertaken by the central
bank on Monday.

Basilio Sandamu, the CEO of the Horticultural Promotion Council,
said: "It's a positive development but it takes time for the impact to be
felt."

Chamber of Mines CEO, David Murangari, said the review of the
foreign currency retention policy would help revive the mining sector,
particularly gold producers.

"This means more resources for projects," said Murangari.

"We expect the development to translate into increased
productivity," he added.

He said the major problem affecting the mining sector was the
shortage of foreign currency to import inputs and equipment.

RBZ governor Gideon Gono said on Monday exporters would retain
70% of all their foreign currency proceeds in foreign currency accounts.

Previously, exporters retained 70% for 30 days before disposing
it on the official market. Gold producers only retained 40% of their
receipts in foreign currency accounts.

Gono also devalued the Zimbabwe dollar from US$1:$101 195 to
US$1:$250 000.

The rate had been stuck at US$1:$101 195 since January this
year.

However, the greenback is currently trading at around US$1:$620
000 on the parallel market.

Economic consultant John Robertson said the devaluation was a
positive development but indicated that this remained far lower than that on
the parallel market.

He said the disparity between the official exchange rate and the
parallel market was huge and the premium on the parallel market would force
those with foreign currency to offload receipts on that market to increase
margins.

"The gap between the official and parallel exchange rates is too
wide," said Robertson.

He said miners who had the opportunity to smuggle gold outside
the country were likely to continue doing so in order to sell their foreign
cash on the parallel market.

However, Robertson admitted that the new foreign currency
retention policy would boost productivity in the short-term, ensuring that
exporting firms would survive the tumultuous operating environment.

"Retaining 75% for miners and 70% for exporters will enable them
to increase output and realise higher revenues," he said.

Murangari said besides restoring capacity and lost confidence,
the decision to review the foreign currency retention levels would also make
planning easier for miners.

The future of the country's mining sector had become uncertain
due to the poor exchange rate system coupled with the poor foreign currency
retention policy.

Asked if the disparity between the official and parallel market
rates would result in smuggling, Murangari said he was not aware of any
formal producer who was involved in smuggling activities.

"The smugglers are not our members," he said.

Murangari said although the official exchange rates still
significantly lagged behind the parallel market exchange rates, both
exporters and miners were cushioned by the increased retention level.


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Currency reform: govt's admission of failure

Zim Independent

Shakeman Mugari

RESERVE Bank of Zimbabwe (RBZ) governor Gideon Gono's currency
reforms, which came against the background of an accelerating economic
decline, was a clear admission of economic failure by government, analysts
have said.

The reforms should have been undertaken once measures to
stabilise the economy had succeeded.

Gono's major policy proposal slashing zeros from the local
currency was widely seen as confirmation that government was unable to deal
decisively with inflation.

The cosmetic changes to the currency, made by dropping three
zeros, was, according to Gono, aimed at bringing stability and convenience
to monetary transactions.

While indeed the removal of the zeros would bring convenience to
the public, the abruptness of the decision indicated a poor execution
strategy, analysts said.

There was chaos in banks, shops and electricity and telephone
bill payment halls this week as people and companies tried to adjust their
payments systems to accommodate payments in the new currency.

The problem was compounded by the fact that old bearer cheques
remained in circulation, creating a dual payment system. In an attempt to
reassure a sceptical public Gono this week visited banking halls and retail
shops.

CFX economist Blessing Sakupwanya said currency reforms required
a stable economy. "The removal of zeros is a mechanical process that we will
have to do again if inflation remains at current levels," Sakupwanya said.

"Given the current problems in the economy, it doesn't seem like
a currency reform will work," Sakupwanya said.

A number of countries that had successfully undertaken currency
reforms had succeeded only after stabilising their economies, commentators
said.

Peru dismally failed to reform its currency in the early 80s
because of high inflation.

Independent economic consultant John Robertson said as long as
inflation remained above 1 000%, Zimbabwe would be forced to cut more zeros
periodically.

"We might soon need to go back and do the whole process again.
The problem is that we have high inflation," Robertson said.

Finance minister Herbert Murerwa last week said inflation would
end the year at between 950% and 1 000%, a revision of his earlier forecast
putting inflation rate at 250% by year-end.

"We can only reduce inflation if we revive the agricultural
sector that we destroyed, stop corruption, protect property rights and get
foreign aid," Robertson said.


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Gono skirts the core crisis: it's politics stupid!

Zim Independent

By Arthur Mutambara

THE statement by Reserve bank of Zimbabwe (RBZ) governor Gideon
Gono is a welcome document of imaginative and innovative monetary
initiatives. We congratulate the central bank team for their hard work and
creativity.

However, the context and environment in which these ideas are
raised is poisoned and dysfunctional, rendering them ineffective.

Furthermore, the statement addressed symptoms and not causes of
the Zimbabwean economic crisis. The macro-economic fundamentals were
essentially not addressed.

In addition, the remedies offered were neither long-term nor
sustainable.

The Zimbabwean economic meltdown is rooted in a crisis of
political governance and legitimacy. The crisis has led to the total
collapse of the organisation and management of our national economy which
has led to the acute inability to deliver basic public and social services.

In addition, Zimbabwe has become a globally isolated pariah and
failed state with a debilitating impact on the performance of business
enterprises and public institutions. Any macroeconomic initiative that does
not address the totality of these foundational issues is meaningless and
irresponsible. Thus the RBZ missed an opportunity to begin a national debate
on the causes of the Zimbabwean economic crisis.

The RBZ governor's obsession with sanctions as a cause of our
economic challenges should be rejected with the contempt that it deserves.
The biggest imposer of sanctions on Zimbabwe is the Zanu PF government -
through misrule, dictatorship, inept economic policies, misguided foreign
policy, corruption and sheer incompetence. These sanctions must be lifted
first before we ask other nations to lift measures that they have imposed on
us.

The statement should have clearly identified government
incompetence, mismanagement, lack of economic vision and capacity as major
causes of the economic crisis. Instead it dwelt on secondary and symptomatic
issues, while shielding the regime.

A major flaw of the monetary policy is a single-variable
approach to economic analysis. Inflation is separately identified as enemy
number one, corruption as the second one. Other cancers are disjointedly
identified as currency devaluation, exchange rate instability, poor agrarian
productivity and lack of investment. Monetary policy frameworks are then
developed separately for each area.

This is completely unsound and ineffective. These economic
variables are interconnected and interdependent. What is required is a
multi-variable economic analysis and policy formulation that takes into
account the inter-connectedness of these different issues.

While we appreciate the objective of removing the three zeros in
the currency, to celebrate this policy as a "zero to hero" project is in
extreme bad taste. There is nothing to celebrate.

Zimbabwe is a failed state, and this policy seeks to tinker with
the periphery of a national disaster. We reject any attempts to create false
hope, and buy more time for the Zimbabwean dictatorship.

While we appreciate the efforts to protect the value of the
Zimbabwean currency, we are apprehensive about the use of Zanu PF youths to
guard Zimbabwean borders. Illegitimate tools of repression cannot be used in
pursuit of any positive national effort.

Even the extensive use of our police and armed forces in all
these initiatives smacks of the militarisation of our society that has
become the hallmark of this Zanu PF dictatorship. There has to be another
way.

Zimbabweans should not be hoodwinked into believing that the RBZ
statement represents any hope and salvation. At best it buys the corrupt and
incompetent Zanu PF government some reprieve.

However, the revolution is coming. The people of Zimbabwe will
not accept anything short of total political and economic liberation.

The way forward for Zimbabwe requires more players than the RBZ.
In fact, an inclusive, all-stakeholder approach is required. Zimbabweans
must address the foundational issues of institution building, and deepening
of democratic values and principles in all sectors of our society.

We need to develop and live a new democratic culture. This will
create the basis for sustainable change that has both form and substance. A
new, people-driven democratic constitution is a critical pre-requisite to
set the national terms of reference. The process of making that constitution
must give confidence to all Zimbabweans that the outcome will reflect their
will. A contested document is no foundation for stable governance.

Key elements of this constitution should include: effective and
functional separation of powers, executive accountability to the
legislature, entrenched independence of the judiciary, a fair and
transparent electoral framework, strong and effective protection of
fundamental freedoms, liberties and human rights, ensuring institutional
capacity for such protection.

We need to stop the economic decline and the suffering of
millions of families in our country. The starting point is developing an
economic recovery and a stabilisation programme. A holistic approach that
involves all stakeholders and takes into account all economic factors must
be the basis of a multi-variable economic model for Zimbabwe's survival.

There is also need for economic structural reform, underpinned
by economic transformation that involves integration and coordination of the
informal and formal sectors. There is also need for effective macro-economic
policy coordination that systemically links monetary and fiscal policies.

The National Economic Development Priority Programme is
completely inadequate, ill-conceived and does not present a meaningful
starting point.

Honest assessment of our current predicament and taking
ownership of our challenges will be the starting point. The Zanu PF regime
is in self-denial and does not appreciate the extent of our problems.

There is need to develop a medium-term economic stabilisation
strategy which will focus on fiscal discipline, poverty alleviation, viable
social security programmes such as housing, healthcare, education, job
creation, infrastructural rehabilitation, and local authorities capacity
building.

Zimbabwe needs a national economic vision and a national
economic strategy. Where do we want the Zimbabwe economy to be in 20 years?
What are we going to do to take Zimbabwe to this destination economy?

Beyond recovery and survival we need to develop long-term
strategic initiatives, with sector-specific programmes that enable Zimbabwe
to emerge as an industrialised, technology-driven, competitive nation, fully
integrated into the global economy. We should use the existing capacity of
Zimbabweans and their natural resources to compete through the design and
construction of new and innovative products on the world market.

While building upon our national core competencies such as
agriculture, mining and tourism, emphasis should be on focused manufacturing
and leveraging new technologies. Some of these new technology platforms are
cheaper and lend themselves better to countries with poor infrastructure
than advanced countries.

Hence there is a unique opportunity for Zimbabwe to run where
others walked. We can thus leapfrog from the current economic crisis into
the globally competitive and knowledge-based economy. Zimbabwe needs an
effective science and technology strategy, rooted in regional integration
and linked to forces of globalisation.

There is need to implement investor confidence-building measures
in order to increase trade and investment. Of paramount importance is the
respect for property rights, rule of law, predictability and certainty of
laws, and consistency in the application of regulations.

The economic strategy should then be driven by extensive
domestic investment (local and diaspora), foreign direct investment,
processed exports, value-adding economic activities, business growth and
economic empowerment.

There is need to engage our strategic partners in Africa,
Europe, Asia and the Americas for investment, partnerships and global
outsourcing opportunities. Under globalisation there is no country that can
thrive without dealing with the international community including the
multilateral institutions such as the International Monetary Fund (IMF) and
the World Bank.

We know that, historically, these two specific institutions have
espoused anti-African and anti-poor people policies. What is critical is to
engage these institutions with the view to extract favourable arrangements
for our country.

In the current global economy, the IMF is ostensibly a
gatekeeper. If it is not involved with your country, there is no investment
and trade that will occur there. We cannot go it alone.

We need to engage everyone in the world community of nations.
This misguided and bankrupt Look East policy must be rejected with the
contempt that it deserves.

How can we look east when the east is looking west? The Chinese,
Singaporean, Malaysian and Japanese economies are heavily dependent on, and
linked to, the USA and European economies.

Zimbabwe needs strategic thinkers who look everywhere for
opportunities, not unimaginative despots typical of failed and pariah states
that seek economic opportunities from one geographical location, out of
desperation and lack of choice.

Zimbabwe's resource base and human capital (local and diaspora)
must be mobilised and leveraged to benefit Zimbabweans. With a deliberate
strategy of beneficiation (value-adding economic activities) we should build
new factories, create economic opportunities and attract investors for
further development.

All our minerals must be processed locally and exported as
refined products. For example, we need to build refinery plants and
secondary industries for our platinum, gold and copper.

In most developing economies, remittances from and economic
involvement of the diaspora have become key strategic initiatives. We should
seek to ensure that our fellow citizens in the diaspora have a meaningful
role to play in the development of their country by leveraging their
remittances, expertise and networks.

However, there is no taxation without representation. We must
allow people in the diaspora to vote in all national elections.

Our country is uniquely endowed with natural wonders such as the
awesome Victoria Falls and the majestic Great Zimbabwe. As we return to the
international fold there is need to drive, optimise and leverage the tourism
sector.

We should make our currency valuable again, reduce the cost of
living for the suffering families and stop corruption and misuse of money.
We need radical transformation to good governance with able and efficient
government at all levels in both the private and public sectors. We should
bring stability and prosperity to our country, which has been lost in the
years of decline and economic collapse.

We should ensure a fair, secure and effective use of land with
new strategies that will make the land green again. What is required is a
democratic and participatory framework that seeks to achieve equitable,
transparent, just, and economically efficient distribution and use of land.
This must have emphasis on productivity, food security and self-sufficiency.

Collateral value of land must be guaranteed by establishing
security of tenure through the provision of title or 99-year leases. Land
should never be used as an instrument of political patronage. With an
effective land revolution in Zimbabwe landowners should be motivated towards
beneficiation where emphasis is placed on secondary agriculture.

Under this philosophy, we should encourage exporting processed
agricultural products and not raw materials. For example, export clothes not
cotton, tinned vegetables not raw vegetables, flour not wheat, and furniture
not timber.

Instead of selling raw materials we should sell value-added or
finished products. This will facilitate entrepreneurship, job creation, and
thus ensure income for Zimbabwean families and guarantee prosperity and food
security for all.

In all these economic strategic initiatives, the underpinning
and central organising values should be fiscal discipline, productivity,
efficiency, innovation, creativity, beneficiation and excellence.

This Zimbabwean economic mandate requires generational
intervention. History will never forgive us if we do not step up to the
plate and rise to the challenge. We must reclaim our rights, be masters of
our own destiny, and be the change we seek in our country.

* Professor Arthur Mutambara leads one of the two MDC factions.


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No respite as yet for mortgage lenders

Zim Independent

Eric Chiriga

THE reduction in the building societies' statutory reserves
ratios will not resuscitate the mortgage lending business which is under
pressure from rising inflation and high interest rates, market players said
this week.

Central bank governor, Gideon Gono, in his mid-term monetary
policy review, slashed the building societies' statutory reserve ratios by
five percentage points to 30%.

"The reduction in the statutory reserve requirements will not be
immediately translated into increased mortgages because of the prohibitive
conditions," said CB Richard Ellis managing director Abraham Sadomba.

Sadomba said the reduction meant more funds for mortgages, but
lending rates were still prohibitively high to attract prospective property
owners.

"At least 90% of the working population in Zimbabwe will find it
difficult to borrow a $1 billion loan," he said.

Local building societies have been facing problems in the
mortgage lending business due to high inflation which has significantly
eroded disposable incomes.

The institutions said high inflation, currently at 1 184% and
the erosion of disposable incomes have made mortgages unaffordable for many
people.

Building societies said they could not cut the rates as this
would significantly reduce margins.

"The mortgage lending business is performing badly in that
potential clients are unable to borrow owing to economic challenges," said
Kevin Terry, managing director of Central Africa Building Society (Cabs).

Terry said high lending rates, together with the escalating
property prices, had made it impossible for individuals to match mortgage
repayments from salaries.

"In terms of our current lending rate of 250%, a person earning
$500 million would only be entitled to borrow $600 million because his
repayment per month should not exceed a quarter of his salary," Terry said a
few days before Gono's policy announcement.

Terry said the mortgage lending business could be profitable
only if the lending rates were pegged at levels that were commensurate with
fundamentals on the market.

An official with one building society said they were only
lending to corporate clients trying to avoid penal rates on commercial bank
loans.

"We are lending more to corporates than individual mortgage
borrowers," the official said.

A mortgage officer from Beverly said it had become difficult for
mortgage loans to keep track with property prices.

The Association of Building Societies says that 5,5% of
residential accounts remained in arrears on a month-on-month basis since
2005, highlighting the risk of mortgage defaults under current economic
conditions.


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Market won't be fooled, says Ncube

Zim Independent

THE currency reforms undertaken by the central bank are unlikely
to fool the market, says Trevor Ncube (TN), publisher and executive chairman
of the Zimbabwe Independent and the Standard as well as chairman and CEO of
South Africa's Mail & Guardian. Below we reproduce an interview he held with
Moneyweb (SA) CEO Alec Hogg.

MONEYWEB: Well, Trevor Ncube, it does look - certainly from what
Fungai Tarirah (Imara Securities' investment analyst) has been saying and
reading through Dr Gideon Gono's logic in the reasons for lopping the three
zeros on the end of the Zimbabwe currency - that it really is semantics they're
playing with here.

TN: It is semantics, Alec, and it is, like you are saying,
rearranging the chairs on the Titanic, as it were. It addresses the
symptoms, it doesn't address the fundamentals. I think the fundamentals are
very clear to everybody. It's prudent management of the economy. But above
that, it's attending to the political question that Zimbabwe currently
faces. Perhaps more than that it is also creating an environment which
attracts foreign investment and an environment that inspires the
international community to have confidence to come in and invest in
Zimbabwe.

What Gideon Gono did on Monday unfortunately does not address
those issues, and what that means is that inflation is going to come back in
a big way. I mean, you heard from the analysts in Harare, for instance, that
there has been a revaluation of prices already. Before this was done, for
instance, to give you an example, Old Mutual was priced at $1,7 million. As
soon as that announcement was made, Old Mutual jumped to $2,9 million, which
now is $2 900. So a lot of people are already jumping in and speculating.
And just before I came here, the people on the street were rushing to the
shops to buy commodities because they have no confidence any more in the
currency. They would rather keep commodities - rather than hold on to the
currency.

MONEYWEB: But what was he thinking when he made this statement -
that perhaps people would be naïve and believe we now have inflation under
control, because what was $1 000 previously is now $1?

TN: I think it's shot-gun economics. This is very punitive
economics, and the surprise with which this thing was sprung on everybody
else. There is a sub-text running here, Alec, and you get that sub-text when
you listen to his comments, when you listen to the president's comment. The
reason being given is that we want to tackle inflation. But clearly you and
I realise that this doesn't tackle inflation. There is a sense that there
have been some people that the governor is aware of, that the president is
aware of, who have been hoarding money, using that money to trade in gold,
to buy gold on the black market, using gold panners, to buy fuel and get the
money out of Zimbabwe, bring it, somehow wash that money offshore, something
like that, take some of the money outside. So it's a punitive thing,
targeted at people that the governor himself knows.

He has talked about a handful of people that are doing this. But
does that justify inflicting this damage onto the whole economy? I don't
think so. Granted, the many zeros were causing a huge problem to a lot of
people. Let me just relate to you a very quick story. I went to buy
vegetables when I was in Harare a fortnight ago. And those vegetables,
potatoes and stuff, cost me $5 million. I handed the $5 million to the lady
across .

MONEYWEB: How many bank notes?

TN: A big pile of Zimbabwean dollars. And she counted it and,
surprise, surprise, she had a scale in front of her. She threw the bundle of
money I gave to her and weighed it. I have never seen this in my entire
life. I said to her, why are you doing that? She said, well, we know that if
it's five million Zimbabwean dollars, and it's dirty, as the currency is
that you've given me now, it's going to weigh 104 grams. If it's fresh from
the bank, it weighs something like 102 grams. If it's very dirty, it weighs
106 grams. That's the kind of economy that Gono has reduced Zimbabweans to.

But does this solve the problem? It doesn't. But another
fascinating thing, Alec, which I must share with you: Zimbabweans are
fascinating in their humour. Having lopped three zeros on Monday, a lot of
Zimbabweans are saying, he has decided to remove three zeros from his name.
He's got three zeros in his name. Take those zeros from his name,
fascinating thing, and they say he's changed his name into Chinese.

MONEYWEB: Well, at least they keep their sense of humour. Isn't
it interesting to note how sophisticated people in the street are - and you
take the example of the lady selling vegetables to you? She might not have a
university education, but she certainly knows when it comes to money. So
this almost appears to be a bit of a gamble, to lop those three zeros off,
but the population is saying, hang on, we don't buy this.

TN: Alec, it comes back to one fundamental thing. You can never
fool the market. It doesn't matter whether it's women selling vegetables,
whether it's the stock market, gold panners or whatever. You can never fool
the market.

The market knows the right value of things and the market will
always find its own level. So I think what Gono has done is going to buy him
a bit of time because one reason why he's done this is that banks are coming
to him and saying, we cannot cope with the zeros any more. The accounting
packages that we bought from South Africa, from the UK, can't accommodate
the zeros any more. We need to get rid of the zeros.

But when they went to the software suppliers to say, can you
help us get rid of the zeros or adjust the accounting packages so that we
accommodate the zeros, the banks were given a huge bill. They took the bill
to the governor to say, for us to adjust this, to accommodate the lopping of
the zeros, this is what it's going to cost us. That's one reason that has
forced the governor to do this kind of thing. But I think the basis of it,
Alec, is that this inflation is going to come back in a huge way. These
zeros are not going to come back as three zeros. They're going to be six
zeros because the market has an idea of where it ought to be and how it
ought to move. And this is going to come back and haunt Zimbabwe.

MONEYWEB: Trevor, I was talking to a very smart gentleman who
shall remain nameless because we were talking off the record, and he said to
me that he thinks now is the time to seriously start looking at Zimbabwean
investments - property investments, other opportunities, because rock bottom
is not too far away. And pretty much in life in countries in many areas,
once you hit rock bottom, things do turn up again. Do you think he's being
optimistic?

TN: Alec, I've been saying that now for nine months, if not
more - that if you are a serious investor and you want to buy assets on the
cheap, this is the right time to get to Zimbabwe. Some people have said I'm
being opportunistic that we need to wait for the economic situation to be
addressed.

But speaking as a pragmatic businessman, this is the right time
to go into Zimbabwe if you've got currency, if you've got hard currency, you
get assets on the cheap. I believe that we are around about the bottom, as
it were, that the time for the turn is around the corner, because clearly,
like Bill Clinton said, the economy is stupid, and unless and until the
president, Robert Mugabe and Gono are able to fix that, then that whole
edifice is going to come crumbling down. Nobody has a way and a solution, as
clearly shown on Monday by what Gono has done.

I think for me the fundamental thing coming out of here, Alec,
is that this is the clearest admission by the Robert Mugabe regime that the
situation is out of control. Desperate situations require desperate
measures. But desperate measures have never been known to cure a long-term
illness such as this for a long time.

MONEYWEB: And congratulations Trevor, to Ferial Haffajee, your
editor of M&G, for Women in Media of the Year, MTN's award for the year. And
very, very well-deserved for Ferial and to you Trevor, for always keeping us
up-to-date on not only issues like Zimbabwe, but we do hope that your
country does come right in the not-too-distant future.


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Gono still missing the point

Zim Independent

Dumisani Ndlela

RESERVE Bank of Zimbabwe governor Gideon Gono this week drew
fury from opposition politicians and analysts who said his unorthodox
monetary policy approach was not the panacea to an economy ruined by
corruption and speculative tendencies. They said Gono should deal decisively
with protected members of President Robert Mugabe's inner circle.

"We reject any attempts to create false hope, and buy more time
for the Zimbabwean dictatorship," said Arthur Mutambara, leader of an
opposition MDC faction, about Gono's monetary policy review on Monday.

"The statement should have clearly identified government
incompetence, mismanagement, lack of economic vision and capacity as major
causes of the economic crisis," Mutambara said.

Critics said Gono's declared war against corruption should start
with ruling party and government bigwigs, largely believed to be the
significant factor responsible for the six-year economic crisis.

"He's making the right noises but the problem is that he still
tackles the edges," said Daniel Ndlela, an economic consultant, of Gono.

"Corruption is now part of the system. It is institutionalised
within Zanu PF and dealing with black market dealers on the streets will not
help," Ndlela said, suggesting that sincere measures dealing with the
scourge would start by investigating the super-rich members of the Zanu PF
politburo and central committee, as well as those in Mugabe's cabinet and
government.

Gono, delivering a no-holds-barred mid-term monetary policy
review on Monday, whose discourse many viewed as more political than
economic, promised to cause pain to "speculators, underground market dealers
and their associates".

He singled out indiscipline, corruption and speculation as "the
three vices.which have weighed us down".

His tough remarks against corruption echo similar ones the
previous week by President Mugabe and Finance minister Herbert Murerwa at
the opening of parliament and fiscal policy review respectively.

Mugabe's government has rarely acted on information implicating
members of his government and party in corrupt activities, but has lately
spoken critically against corruption by top members of his party.

Cynics say Mugabe relishes ensuring that his lieutenants know
that he is aware of their corrupt activities and other misdemeanours to
retain their absolute loyalty.

Gono has previously said he has names of top ruling party and
government officials involved in shady deals but has refused to name them.

He asked for spiritual protection so that his team avoids
becoming "physical, intellectual and emotional victims of the ruthless
behaviours and tendencies of these speculators as they begin to taste
medicine from hell and start burning from the inevitably necessary policies
we are going to implement henceforth".

Gono said gold was being pillaged, undermining the country's
efforts to earn foreign currency. Zanu PF chiefs continued to grab farms,
disrupting agricultural production.

Mugabe said during a recent Zanu PF central committee meeting
that he was aware that ministers were involved in illicit gold-smuggling
activities. He has also spoken about corruption and incompetence by members
of his cabinet.

Mugabe, who threatened to "cleanse" his party of corrupt
members, told the central committee meeting last month: "Cases of members
wanting to enrich themselves are increasing in number.some people are just
being crookish in their activities."

Gono has previously alleged that ruling party bigwigs and their
cronies have abused an agricultural facility under which they received
subsidised fuel by selling it at inflated prices on a thriving parallel
market.

On Monday, he repeated his accusations against "highly connected
people" and top politicians, saying they were undermining efforts for an
economic turn-around.

While promising to take stern action against them, Gono's
measures were expected to skirt around the ruling party elite, targeting
instead individuals playing a peripheral part in "underworld markets" to
survive the hardships afflicting the economy.

Gono said measures to deal with corrupt elements in society
would begin with the much-heralded currency reforms, under which government
security agents and Zanu PF "youth" militia have started raiding shops and
making house-to-house searches for cash believed to be stashed for
speculative purposes.

Under the currency reforms, the central bank introduced, with
effect from Tuesday, August 1, a new set of bearer cheques to replace the
family of bearer cheques currently in circulation. The old bearer cheques
will be phased out during a 21-day period ending on August 21, by which day
all current bearer cheques and other forms of old currency will become
obsolete and valueless.

The new family of bearer cheques will see three zeros from the
old bearer cheques being taken off.

"The 21-days of change-over are the beginning of far-reaching
transformations for our economy and beginning of trouble for economic
saboteurs who have caused havoc to this economy through speculative and cash
hoarding tendencies," said Gono.

During the change-over period, individuals and corporates can
only deposit a prescribed amount of old bearer cheques a day, beyond which
they are compelled to produce proof of source of funds as well as Zimbabwe
Revenue Authority (Zimra) clearance certification for tax payment on the
transaction underpinning the cash.

The cash deposit thresholds have been set at $100 million for
individuals, and $5 billion for corporate institutions.

Where the holder of cash cannot prove legitimate source of
funds, the cash will be deposited into anti-money laundering bonds for a
minimum of two years at no interest.

The owner of the cash will hold the bonds pending investigation
and or clearance with Zimra, at which point the bonds will be redeemed at
face value.

Where legitimacy is established after funds have been locked up
in the bonds, interest at ruling treasury bill rates will be credited to the
principal and redemption given.

Gono said there was $45 trillion in circulation, but only $10
trillion could be accounted for by the formal banking sector.

The remainder was in the market doing speculative business. Of
that, $15 trillion was doing business in neighbouring countries, he said.


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Leaving all to Gono won't bring sunrise

Zim Independent

By Jonathan Moyo

WILL the nation leave Gideon Gono, the governor of the Reserve
Bank, alone?

When President Robert Mugabe last week publicly made a call for
people to "leave Gono alone" many besides those who know themselves to be
the guilty were left wondering what he meant. But after Gono's wide-ranging
and far-reaching mid-term monetary policy statement this week, one need not
guess he meant that the Zanu PF government, including Mugabe himself, should
"leave everything to Gono".

That is why Gono's monetary statement dealt with everything and
everyone in concrete ways. The national breadth, depth and consequences of
Gono's monetary statement stand in sharp contrast to the dire poverty of
Mugabe's speech at the opening of the second session of the sixth parliament
last week.

The speech was full of propaganda platitudes and bereft of
policy responses to the economic meltdown that is ravaging the country. In
fact, so empty was Mugabe's address that nobody remembers what he said.

The same goes for Finance minister Herbert Murerwa's fiscal
policy statement that ended up being a boring presentation of a scandalous
$327, 2 trillion (now $327, 2 billion) supplementary budget whose
catastrophic impact in the present hyperinflationary environment is
self-evident.

Where Mugabe failed to outline the necessary vision and
political direction for the nation in his speech, Murerwa failed to proffer
the necessary policy blueprint to deal with the economic meltdown. The two
statements did not have a common thread.

In effect the policy poverty of the parliamentary addresses by
Mugabe and Murerwa last week demonstrated that the Zanu PF leadership is now
brain dead, hence its policy delinquency. For example, Mugabe claimed, as
part of his new propaganda line, that the economic suffering in the country
is being caused by so-called illegal economic sanctions imposed by the
European Union, the United States and some white members of the
Commonwealth.

But to show that this claim is just propaganda, Murerwa's fiscal
policy statement did not address the so-called illegal sanctions at all.
This is odd. When, as the head of state, Mugabe identifies a particular
issue as the cause of the country's economic woes, it stands to reason that
his Finance minister should prioritise and systematically address that
issue.

Given that Murerwa did not tackle the so-called illegal
sanctions as a priority of economic policy in his fiscal statement last
week, this means one of two possibilities applies. Either Mugabe's claim
that the economic meltdown has been caused by those sanctions is false and
therefore mere propaganda or Murerwa is incompetent and thus not up to the
task at hand.

Yet on this one Murerwa at least has appreciated that the
so-called illegal sanctions are not the real reason behind inflation and
corruption which have been cited by the government as the country's top two
enemies. Also, Murerwa seems to appreciate that the economic sanctions in
question, however unpalatable or unacceptable they may be, cannot be said to
be illegal.

This is because he should know that sovereign countries have a
right to take policy measures and enact laws such as those contained in the
sanctions targeted at some individuals in this country including this
writer, as long as those measures are lawful in the countries imposing them.

The same would apply to the provisions of the objectionable
so-called Zimbabwe Democracy and Economic Recovery Act in the United States
that require US representatives to multilateral financial institutions such
as the World Bank, the International Monetary Fund and even the African
Development Bank, to oppose any assistance to Zimbabwe. Those provisions are
objectionable indeed but they cannot be said to be illegal either in terms
of United States law or international law.

If there was any illegality in terms of international law, the
government of Zimbabwe would have by now taken the matter up with the
appropriate international bodies with the relevant jurisdiction. The fact
that no such a thing has happened or will happen shows that the mumbo jumbo
from the Zanu PF government about the so-called illegal sanctions is cheap
propaganda.

Ironically, when Mugabe and his propagandists claim that the
economic meltdown and the resultant suffering are caused by illegal economic
sanctions, they unwittingly remind many of the fact that the strong
Rhodesian economy inherited in 1980 and now destroyed was built on the back
of international sanctions backed by the United Nations and virtually all
other key financial multilateral organisations. Yes, those sanctions were
breached by some countries such as apartheid South Africa and even Britain
but they were there and very effective indeed.

The Rhodesian lesson is that an economy under sanctions can
develop through a range of policy initiatives including viable import
substitution. In Zimbabwe's case, the targeted sanctions should be less
effective given that, unlike in Rhodesian days, the same sanctions are not
supported by any of the neighboring countries and in view of the "Look East"
policy which is focused on some of the world's leading emerging economies
such as China and India.

Otherwise, despite spirited attempts to attribute the present
economic turmoil to the so-called illegal sanctions, all available
indications suggest that the sanctions issue is indeed nothing but
propaganda. That is why there is no response to it either in the fiscal or
monetary policy. Since Mugabe has called on truthfulness in government
policy, this matter needs to be corrected and put in its proper perspective.

Parenthetically, propaganda is also to be found in the countries
that have imposed the so-called targeted sanctions on Zimbabwe for purposes
of appeasing some voting and media constituencies. This point was not lost
to the Zimbabwean government which initially reacted to these sanctions by
dismissing them as irrelevant and ineffectual Western propaganda in so far
as they were aimed at individuals and in so far as they involved actions of
imperialist financial institutions such as the IMF whose support is not
wanted.

The propaganda tune has now changed from dismissing the
sanctions to claiming that they are causing the suffering of ordinary
people. That is why observers have been wondering how sanctions which were
initially described as useless and irrelevant can now be said to be
responsible for causing the suffering of ordinary people.

Yet Mugabe and Murerwa understand that the sanctions talk is
pure Zanu PF propaganda for mobilising political support from the masses by
seeking to make them believe that their suffering is due to economic
sanctions imposed by imperialist foreigners and not a result of the failure
of their government.

But because neither Mugabe nor Murerwa has any practical policy
to deal with the economic meltdown, and because they do not want to pay any
political price for this, they have very conveniently but scandalously
decided to literally leave everything to Gono.

During his fiscal policy statement in parliament Murerwa, who
apparently seemed to have forgotten his widely publicised complaints earlier
this year that the Reserve Bank had improperly taken on quasi-fiscal
responsibilities from his ministry, specifically deferred to Gono a raft of
policy measures on many occasions during his presentation.

Meanwhile Gono has taken on the challenge like a possessed man
determined to perform miracles in an assignment in which he risks being
damned by some Zanu PF politicians if he succeeds and damned by the same
politicians if he fails.

The RBZ governor is now facing this fate, in which he is now
between a rock and a hard place, because the political leadership through
Mugabe and policymakers through Murerwa have abdicated their responsibility
and they have left everything to Gono whom Mugabe says must be left alone.

But surely, while the would-be Zanu PF assassins should indeed
leave Gono alone, it is utter political nonsense to expect that the nation
should or will leave alone the one person who is visibly doing everything
affecting everyone everywhere in the country when those who should take
primary responsibility are playing truant through cheap propaganda such as
the sanctions talk.

The notion that Gono alone should make heroes from zeros through
bearer cheques, and that this will constitute a new sunrise, is a hard sell
and in fact a non-starter. Gono desperately needs real help from Mugabe and
Murerwa in the political and policy arenas because the fundamental problem
facing Zimbabwe is not just economic stupid but also fundamentally
leadership stupid.

* Professor Jonathan Moyo is former Information minister and
independent MP for Tsholotsho.


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What happens when a paper currency fails

Zim Independent

By Thayer Watkins

UNDER Tito, Yugoslavia ran a budget deficit that was financed by
printing money. This led to a rate of inflation of 15 to 25% per year. After
Tito, the Communist Party pursued progressively more irrational economic
policies.

These policies and the breakup of Yugoslavia (Yugoslavia now
consists of only Serbia and Montenegro) led to heavier reliance upon
printing or otherwise creating money to finance the operation of the
government and the socialist economy. This created the hyperinflation.

By the early 1990s the government used up all of its own hard
currency reserves and proceded to loot the hard currency savings of private
citizens. It did this by imposing more and more difficult restrictions on
private citizens' access to their hard currency savings in government banks.

The government operated a network of stores at which goods were
supposed to be available at artificially low prices. In practice these
stores seldom had anything to sell and goods were only available at free
markets where the prices were far above the official prices that goods were
supposed to sell at in government stores.

All of the government fuel stations eventually were closed and
petrol was available only from roadside dealers whose operation consisted of
a car parked with a plastic can of petrol sitting on the hood. The market
price was the equivalent of US$8 per gallon.

Most car owners gave up driving and relied upon public
transportation. But the Belgrade transit authority (GSP) did not have the
funds necessary for keeping its fleet of 1 200 buses operating. Instead it
ran fewer than 500 buses. These buses were overcrowded and the ticket
collectors could not get aboard to collect fares. Thus GSP could not collect
fares even though it was desperately short of funds.

Delivery trucks, ambulances, fire trucks and garbage trucks were
also short of fuel. The government announced that fuel would not be sold to
farmers for fall harvests and planting.

Despite the government's desperate printing of money it still
did not have the funds to keep the infrastructure in operation. Potholes
developed in the streets, elevators stopped functioning, and construction
projects were closed down. The unemployment rate exceeded 30%.

The government tried to counter the inflation by imposing price
controls. But when inflation continued, the government price controls made
the price producers were getting so ridiculously low that they simply
stopped producing.

In October of 1993 the bakers stopped making bread and Belgrade
was without bread for a week. The slaughter houses refused to sell meat to
the state stores and this meant meat became unavailable for many sectors of
the population. Other stores closed down for inventory rather than sell
their goods at the government mandated prices.

When farmers refused to sell to the government at the
artificially low prices the government dictated, government irrationally
used hard currency to buy food from foreign sources rather than remove the
price controls. The Ministry of Agriculture also risked creating a famine by
selling farmers only 30% of the fuel they needed for planting and
harvesting.

Later the government tried to curb inflation by requiring stores
to file paperwork every time they raised a price. This meant that many store
employees had to devote their time to filling out these government forms.
Instead of curbing inflation this policy actually increased inflation
because the stores tended to increase prices by larger increments so they
would not have file forms for another price increase so soon.

In October of 1993 they created a new currency unit. One new
dinar was worth one million of the "old" dinars. In effect, the government
simply removed six zeros from the paper money. This, of course, did not stop
the inflation.

In November of 1993 the government postponed turning on the heat
in the state apartment buildings in which most of the population lived. The
residents reacted to this by using electrical space heaters which were
inefficient and overloaded the electrical system. The government power
company then had to order blackouts to conserve electricity.

In a large psychiatric hospital 87 patients died in November of
1994. The hospital had no heat, there was no food or medicine and the
patients were wandering around naked.

Between October 1 1993 and January 24 1995 prices increased by
five quadrillion percent. This number is a five with 15 zeros after it. The
social structure began to collapse. Thieves robbed hospitals and clinics of
scarce pharmaceuticals and then sold them in front of the same places they
robbed. The railway workers went on strike and closed down Yugoslavia's rail
system.

The government set the level of pensions. The pensions were t