Wednesday, December 18, 2013

A nation of contradictions



THE Philippines is a country of contrasts and contradictions, especially when it comes to its economy.

Many years ago there was a television advertisement promoting a popular laundry detergent. The ad featured an older and presumably wiser woman advising a group of ladies about her choice of soap and why it was the best.

What made this unusual was that they were all provincial women washing their clothes in a gently flowing river.

Jeepney-riding commuters get angry about a P1 increase in fares while carrying a smartphone that costs at least a month’s salary. And now some jeepney operators have copied bus companies by installing free wireless-fidelity Internet.

A bakery that is about a kilometer and one jeepney ride away from the Philippine Stock Exchange building in Makati City makes the best pan de sal in Metro Manila. It has been in business for at least two decades. People line up at 6 a.m. to buy; about half go home empty-handed. Baking stops at about 8 a.m., but begins again in the afternoon. On the bakery’s wall are permits issued by the barangay and the Makati City government, but you know that an official receipt has never been issued.

Foreign observers of the Philippine economy are like blind men, with each trying to figure out what an elephant looks like. The Philippines does not fit their economic models.

If you go to Shopwise, you will find the prices of pork shoulder and ham or leg (the local cuts of kasim and pigue) are the same. The most expensive cut is the tenderloin, which is priced at about 30 percent higher. But if you go to the local wet market, you will probably find that the prices of all three cuts are the same.

The economic models say the loin should always be more expensive, as it is in limited supply and is of higher value, being more tender with almost no fat. Yet, customers of the palengke are not too interested in buying the loin, because it becomes too soft when cooked and they want the flavor of the fat.

To repeat, economists are like blind men. One basic economic theory says rational people think within “the margin,” meaning, they seek to buy the best value. Between buying a good car or a perfect car for the same price, the rational choice would be the perfect car. But then again, another economic principle is that people choose based on trade-offs; more value for the pork loin or more flavor with the pork shoulder?

My college-age son is now doing his required National Service Training Program (NSTP), opting for the Literacy Training Service. He goes each Saturday to a very poor area in northern Metro Manila, often bringing elementary-level reading materials for the children. But according to the instructions given to the families in the program, they should avoid displaying or using the television, cell phones or other electronic devices during the NSTP visit.

Maybe if a person wants to understand the Philippines and its economy, they should watch the GMA 7 television show Magpakailanman.

The program usually features people who have endured immense hardships, either through bad decisions or through no fault of their own. Most foreign economic experts would be appalled, if not horrified, by the living conditions depicted on the show. It might even damage their delicate Western sensibilities.

But the people featured on Magpakailanman, just like the country, are able to overcome adversity. Certainly, not everyone in every situation comes out successful in the end. These might even be the notable exceptions. But when you consider that the Philippine government is usually available only to offer limited help in even the most severe and dreadful situations, the country and its people manage to push forward.

Trying to figure out how the country and the economy actually function is an almost impossible task. It has to do with how the Filipino manages his or her everyday life. And there is no textbook economic model for that.

The sad and, perhaps, disturbing thing is not thinking how difficult life in the country can be without an efficient and effective government helping the nation to attain prosperity, but thinking how much better the life of the average Filipino could be under a government that functioned better.

The Philippines is a nation of contradictions because of the people being so much stronger than the country’s institutions.

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E-mail me at mangun@gmail.com. Visit my web site at www.mangunonmarkets.com. Follow me on Twitter @mangunonmarkets. PSE stock-market information and technical analysis tools provided by the COL Financial Group Inc.

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