Surreal image of a bank submerged in currency symbols

Is Your Bank Hiding a Secret? How Exchange Rates Can Skew the Picture

"Uncover the hidden costs and surprising inefficiencies lurking in the global banking sector due to volatile exchange rates."


In today's interconnected world, banks often engage in foreign currency operations, yet emerging market economies (EMEs) have seen a surge in foreign currency-denominated debt. While financial institutions attempt to balance their assets and liabilities using various hedging strategies, currency mismatches continue to grow, particularly in emerging markets. These imbalances can lead to substantial losses when exchange rates fluctuate.

While existing research highlights the impact of currency crises on bank stability and economic downturns, less attention has been paid to how exchange rate volatility affects bank performance and credit market structures. When local currencies depreciate, banks incur additional costs related to revaluating international and domestic liabilities, which can distort perceptions of their efficiency.

This article explores how currency revaluations can obscure the assessment of bank performance, shedding light on the underlying drivers and broader implications for credit market efficiency and financial stability.

The Hidden Costs of Currency Revaluations: Why Ignoring Them Matters

Surreal image of a bank submerged in currency symbols

A recent study examined the banking sector in Russia between 2004 and 2020, a period marked by significant exchange rate volatility and economic shifts. The researchers chose Russia for four key reasons: its status as an emerging market highly dependent on natural resource exports; its substantial credit expansion; the high volatility of the Russian Ruble, especially after it was floated in 2013; and the unique availability of data on quarterly revaluations of foreign currency assets and liabilities.

The study found that these revaluations constitute a significant portion of banks' total costs. Standard methods of estimating bank efficiency often overlook these currency-related adjustments, leading to a distorted view of financial performance. When these revaluations are ignored, cost efficiency estimates are severely biased downward.

  • Downward Bias: Cost efficiency estimates are typically underestimated by an average of 30% when revaluations are not considered.
  • Distorted Rankings: Excluding revaluations can lead to inaccurate rankings of bank efficiency, except for the most and least efficient banks.
  • Two-Stage Approach: To address this, the study suggests a two-stage approach that doesn't rely on revaluations but still reduces the bias in cost efficiency estimates.
  • Drivers of Revaluations: Revaluations are triggered by mismatches in banks' foreign currency operations, influenced by household foreign currency deposits and the instability of the Ruble's exchange rate.
  • Credit Market Inefficiency: Failure to account for revaluations can lead to the mistaken conclusion that the credit market is inefficient, particularly among larger banks.
The researchers found that foreign banks operating in Russia appeared to be the least cost-efficient when revaluations were ignored. However, after adjusting for these currency effects, foreign banks actually demonstrated the highest cost efficiency. This finding underscores the importance of considering currency revaluations when assessing bank performance to avoid drawing inaccurate conclusions.

The Path Forward: Adapting to Currency Volatility

Understanding and accounting for the impact of exchange rate fluctuations on bank performance is crucial for maintaining financial stability. By recognizing the hidden costs associated with currency revaluations, policymakers and financial institutions can make more informed decisions, leading to a more accurate and resilient banking sector.

About this Article -

This article was crafted using a human-AI hybrid and collaborative approach. AI assisted our team with initial drafting, research insights, identifying key questions, and image generation. Our human editors guided topic selection, defined the angle, structured the content, ensured factual accuracy and relevance, refined the tone, and conducted thorough editing to deliver helpful, high-quality information.See our About page for more information.

This article is based on research published under:

DOI-LINK: 10.1016/j.jbankfin.2024.107285,

Title: Bank Cost Efficiency And Credit Market Structure Under A Volatile Exchange Rate

Subject: econ.em stat.ap

Authors: Mikhail Mamonov, Christopher Parmeter, Artem Prokhorov

Published: 10-08-2024

Everything You Need To Know

1

Why is exchange rate volatility a significant issue for banks?

Exchange rate volatility significantly distorts the true efficiency and stability of banks. Banks engage in foreign currency operations, and currency mismatches can lead to substantial losses when exchange rates fluctuate. When local currencies depreciate, banks incur additional costs related to revaluating international and domestic liabilities, which can distort perceptions of their efficiency.

2

What is the impact of currency revaluations on bank performance assessments?

Currency revaluations can obscure the assessment of bank performance, leading to inaccurate conclusions about cost efficiency. Standard methods of estimating bank efficiency often overlook these currency-related adjustments, leading to a distorted view of financial performance. When revaluations are ignored, cost efficiency estimates are severely biased downward, and rankings of bank efficiency can be inaccurate, except for the most and least efficient banks.

3

What factors trigger currency revaluations within a banking context?

Revaluations are triggered by mismatches in banks' foreign currency operations. These mismatches are influenced by household foreign currency deposits and the instability of the Ruble's exchange rate. The study of the banking sector in Russia from 2004 to 2020 highlighted the importance of these factors, especially given the high volatility of the Russian Ruble after it was floated in 2013.

4

How does ignoring currency revaluations affect the evaluation of credit market efficiency?

Failure to account for revaluations can lead to the mistaken conclusion that the credit market is inefficient, particularly among larger banks. The study found that excluding revaluations could lead to inaccurate assessments of cost efficiency, which in turn can mislead the evaluation of the overall credit market's performance. For instance, in the case of foreign banks operating in Russia, they appeared to be the least cost-efficient when revaluations were ignored.

5

What steps can be taken to mitigate the impact of exchange rate volatility on financial stability?

Understanding and accounting for the impact of exchange rate fluctuations on bank performance is crucial for maintaining financial stability. By recognizing the hidden costs associated with currency revaluations, policymakers and financial institutions can make more informed decisions, leading to a more accurate and resilient banking sector. A two-stage approach, suggested by the study, can reduce the bias in cost efficiency estimates without relying on revaluations.

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