External reserve sets to hit 30-month high of $32bn





NIGERIA’s external reserve is set to hit a 30-month high of

$32 billion by the end of this month.Data from the Central

Bank of Nigeria (CBN) showed that the external reserve rose

to $31.55 billion on August 16, from $30.84 billion on July

31, representing increase of $710 million in 16 days. This

trend is expected to persist in the second half of August

driving up the reserve to the $32 billion mark.

The external reserve had been below $32 billion since

February 2015, 30 months ago, from where it declined

steadily to $23.89 billion on October 19, 2016.

Financial Vanguard analysis revealed that from October 19,

2016, the reserve commenced a bumpy but steady upward

trend, rising by $7.66 billion or 32 per cent to $31.55 billion

on August 16 this year. Also the reserve has risen by $4.56

billion or 17 per cent since the beginning of 2017.

The Central Bank of Nigeria, CBN, headquaters, Abuja

The steady upward trend in the reserve especially since July

7, 2017 was buoyed by improved foreign exchange inflow

occasioned by positive developments in crude oil price

since late last year, dollar inflow from foreign portfolio

investors facilitated by the Investors and Exporters (I&E)

window introduced in April this year, as well as reduction in

dollar sale through CBN’s forex intervention.

Financial Vanguard investigations also revealed that about

$5 billion has been attracted through the I&E window

since inception. According to the CBN, $4 billion has been

traded in the window as at Thursday, August 10, 2017 while

data from Financial Market Dealers Quote (FMDQ) showed

that about $1 billion was traded in the window from Friday

August 11 to last week Friday, August 18. Further analysis

revealed that $925.38 million was traded in the window

from Monday to Friday last week.

Naira appreciates to N359.98 in NAFEX

Reflecting the improved dollar supply, the naira last week

maintained its upward trend against the dollar in the I&E

window, appreciating by N4.8.

According to the FMDQ, the indicative exchange rate for

the window, known as Nigeria Autonomous Foreign

Exchange (NAFEX), dropped to N359.98 per dollar last

week Friday, from N364.78 per dollar the previous week.

This translates to N4.8 appreciation for the naira. Thus the

naira has appreciated by N7.08 for three consecutive weeks

in the window.

However, the naira depreciated by N3 in the parallel

market, as the exchange rate for the market rose to N370

per dollar last week from N367 per dollar the previous

week, owing to increased demand for dollars in the market.

On the other hand the CBN sustained its intervention in the

foreign exchange market by injecting $364 million into the

interbank foreign exchange market. “The Retail Secondary

Market Intervention Sales (SMIS) received the largest

allocation of $264.19 million. The CBN also offered the sum

of $100 million to authorised dealers in the wholesale

window”, said Isaac Okororafor, Acting Director, Corporate

Communications Department, CBN.

In addition to this, the CBN, in a bid to improve foreign

exchange availability in the forex market and ameliorate

challenges encountered by critical stakeholders, said it will

now sell dollars to accommodate payment for port charges

to the Nigerian Ports Authority (NPA) and other agencies by

oil marketing companies.

A circular signed by the Director, Trade and Exchange

Department, Wuritka Dauda Gotring, directed authorized

dealers to accept the request for the payments of port

charges from oil marketing companies and forward same to

the CBN Forex window.

DMO to issue N135bn FGN bond

This week the Debt Management Office (DMO) will issue

N135 billion bond while cost of funds is expected to

stabilize in the interbank money market.

According to the DMO, the bond offer comprises: 5-year,

14.50 per cent FGN JUL 2021 worth N35 billion, 10-year,

16.2884 per cent FGN MAR 2027 worth N50 billion and 20-

year, 16.2499 per cent FGN APR 2037 worth N50 billion.

Analysts were however optimistic that the inflow will have

little impact on the level of liquidity and cost of funds in the

interbank money market.

This optimism was hinged on expected inflow of N88.99

billion from payment of matured treasury bills (T-bills) this

Thursday, and the meeting of the Federal Accounts

Allocation Committee (FAAC) which usually results

to release of the monthly statutory allocation to the three

tiers of government. The N652.23 billion released last

month as statutory allocation to the three tiers of

government helped in boosting market liquidity and taming

cost of funds volatility.

According to analysts at Cowry Assets Management Plc, a

Lagos based investment firm, “This week, we expect

maturities via secondary market worth N14.65 billion viz:

167-day bills worth N7.976 billion and 168-day bills worth

N6.674 billion. We expect further financial system liquidity

ease and stability in interbank rates.”

Similarly, analysts at Vetiva Capital Management Limited,

stated: “We expect the Fixed Income market to open the

week tepid as pressured liquidity continues to constrain

demand. However, we foresee improvement in sentiment

towards week close, supported by the expected OMO

maturity on Thursday.”

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