Sustainable growth requires increased private sector credit: APBF

Banks in Pakistan allocate only 5% lending to small and medium enterprises (SMEs)
 

Forum urges banks to increase private lending 

The All Pakistan Business Forum (APBF) has urged banks to enhance financial deepening and shift focus beyond government lending, emphasizing that sustainable economic growth is unattainable with low levels of private sector credit.

APBF President Syed Maaz Mahmood pointed out that banks allocate nearly 75% of their lending to established sectors, while only 5% goes to small and medium enterprises (SMEs). He stressed the need for a strategic shift, hoping that as economic stability improves, government borrowing would decrease, allowing banks to expand credit access to SMEs and the agriculture sector.

 

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APBF Chairman Ibrahim Qureshi highlighted a troubling trend: credit to the private sector as a percentage of GDP fell to 8.4% by FY2024, almost half of what it was in 2004. Additionally, Pakistan’s bank deposit- and private-sector credit-to-GDP ratios remain among the lowest in the region.

Addressing the Private Sector Credit Gap

Maaz Mahmood countered the argument that excessive government borrowing is solely responsible for crowding out the private sector. He noted that in some economies with equally high or greater government borrowing, private sector lending still constitutes a significant portion of financial institutions' portfolios.

Despite these concerns, he acknowledged progress in financial inclusion. Bank account coverage has risen from 47% of the adult population in 2018 to 64% today, while the gender gap has narrowed from 47% to 34%. The government aims to further expand coverage to 75% by 2028, with a gender gap reduction target of 25%. Achieving these milestones will require greater financial innovation and service expansion.

Encouraging AI and Digital Financial Solutions

To bridge the financing gap, the APBF president recommended leveraging AI, digitization, and financial innovation to enhance credit accessibility. He commended the State Bank of Pakistan (SBP) governor and the finance minister for urging banks to increase SME lending and shift from collateral-based to cash-flow-based financing.

 

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Experts pointed out that Pakistan’s banking sector has reaped windfall profits due to high interest rates, largely driven by the fact that 99.8% of the budget deficit is financed through banks. With nearly 40% of the population living in poverty, the middle class struggling, and financial disparity widening, the expectation is that the banking sector must contribute more effectively to economic growth.

Rethinking the Banking Model

The SBP governor has urged banks to reassess their business models and prioritize financial intermediation. The SBP Strategic Vision 2028 focuses on:

·       Expanding inclusive and sustainable access to financial services

·       Building an innovative digital financial ecosystem

·       Enhancing efficiency, fairness, and stability within the financial system

As part of the National Financial Inclusion Strategy (2024-2028), the SBP has set ambitious targets for expanding financial access, particularly for low-income individuals, microfinance borrowers, SMEs, and the agricultural sector.

The APBF reiterated that without a significant shift toward private-sector credit expansion, Pakistan’s long-term economic growth and financial stability will remain at risk.

Source: Daily Times

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