Friday, April 17, 2015

President Santos welcomes a weaker Colombian peso

At a meeting in Cartagena, Colombian president Juan Manuel Santos welcomed the recent devaluation of the Colombian peso. He said, “We were heading towards a situation of a Dutch cold. Not Dutch disease. We were depending a lot on oil and mining for our exports, and what is happening has forced us to react and strengthen other sectors.”

According to the Colombian president, the foreign direct investment that has left the Colombian extractive sector has, almost dollar for dollar, been invested in other Colombian sectors of the Colombian economy. President Santos said that the two fundamentals of the Colombian economy still hold true: continued economic growth and the country’s new middle class.

Colombian central bank co-director Ana Fernanda Maiguashca largely agreed with President Santos, telling Bloomberg that even the recent slowdown in economic growth, from 4.6% to between 3 and 3.5%, is good for the country. She said in an interview on Wednesday, “We’re decelerating not only because we received a structural shock, but because we need to. It’s not compatible to think that we will grow at the same rates as in 2014 and be able to close the current account deficit. If we need to reduce that external vulnerability, that comes at the cost of lower growth.”


Unfortunately, news has not improved for the Colombian oil sector. A Colombian watchdog entity, the Businesses Superintendent, told the Colombian Senate that of the 53 oil services companies it assessed, 43% of them are at a high risk of insolvency, and the remainder is at a moderate risk of insolvency. Four companies in particular that make up part of the corporate structure of Pacific Rubiales featured prominently in the study.

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