69th International Atlantic Economic Conference

March 24 - 27, 2010 | Prague, Czech Republic

The Relationship Between Real Exchange Rates and Oil Prices in African Countries

Saturday, 27 March 2010: 09:00
Juan C. Cuestas, Ph.D. , Economics, Nottingham Trent University, Nottingham, United Kingdom
Simeon Coleman, PhD , Economics, Nottingham Trent University, Nottingham, United Kingdom
Estefanía Mourelle, Ph.D , Economía Aplicada II, Universidade da Coruña (Spain), A Coruña, Spain
Recent years have seen a resurgence in the debate on the pros and cons of exchange rate

policy amendments around the world. For example, the much debated policy implications

of China's announcement of a number of changes to its foreign exchange regime on July21, 2005 vis-a-vis reaction by US and Asian economies has sparked an increase in the

number of studies examining the topic. In light of such exam-

ples, and the policy implications of exchange rate movements, analysis of exchange rates

and their dynamics has become a cornerstone of the decision-making process in interna-tional markets. Real exchane rate (RER) may affect long run growth via sectoral allocation of resources

and also influence export performance, hence the trade balance. This is a crucial feature of RERs, that they may serve as a means of promoting

economic growth, a particularly important fact for developing economies.

Surveys of exchange rate models point out that monetary models for RER determi-

nation are unsatisfactory, in particular in the post Bretton-Woods period. Also, several authors agree that a

random walk outperforms traditional models of exchange rate determination, in terms of

forecasting. The reasons for RER deviations from its fundamental equilibrium can either

be structural changes in the fundamentals, or due to random components.

Given the empirically established relationship with economic performance in the liter-

ature, an analysis of the recent history of country's RER would lead to better knowledge

of its behaviour and subsequently guide policymakers in their decisions to promote eco-

nomic growth. Significantly, very little, if any, empirical studies on this topic have been

done for developing economies. With African countries, falling into this category, it is of

significant policy interest to investigate the behaviour of their RER and the role they can

play as a tool for policymaking in improving their economic standing. This forms the

basis and purpose of this research i.e. to analyse the evolution of the RER in a group of

African countries, so as to understand how they evolve and how they should, if possible,

be managed to boost economic growth.

Contributions to the literature on developing economies highlight how they are severely

affected by external influences. Given that they are usually oil importing economies, oil

prices fluctuations become striking factors to take into account. First, real oil prices

might be a proxy for exogenous changes of the terms of trade, and arguably the most

important exchange rate long run determinant. Second,

movements in oil prices may be linked to wealth transfers among oil-importing and oil-

exporting countries, i.e. to the balance of payments and international portfolio choices. Therefore, the effects of movements in oil prices may

be through different transmission channels. The study of this relationship has received

much more attention in the literature after the 1973-1974 oil price crisis, but less so in the case of African economies. This this paper seeks to contribute

to the empirical literature in this field and on this basis, we propose the use of the real

price of oil as the main long-run determinant of RERs for a group of developing, specifi-

cally, African countries. The paper then investigates the evidence of a (uni- or bi-lateral)

long-run relationship between the countries' RERs and real oil prices.