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Hoarding International Reserves Versus a Pigovian Tax-Cum-Subsidy Scheme: Reflections on the Deleveraging Crisis of 2008-9, and a Cost Benefit Analysis / Joshua Aizenman.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Aizenman, Joshua.
Contributor:
National Bureau of Economic Research.
Series:
Working Paper Series (National Bureau of Economic Research) no. w15484.
NBER working paper series no. w15484
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Other Title:
Hoarding International Reserves Versus a Pigovian Tax-Cum-Subsidy Scheme
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2009.
Summary:
We outline the case for supporting self-insurance by imposing a tax on external borrowing in a model of an emerging market. Entrepreneurs finance tangible investments via bank intermediation of foreign borrowing, exposing the economy to negative fire-sale externalities at times of deleveraging; a risk that increases with the ratio of aggregate external borrowing to international reserves. Price taking economic agents ignore their marginal impact on the expected cost of a deleveraging crisis. The optimal borrowing tax reduces the distorted activity, external borrowing, and induces borrowers to co-finance the precautionary hoarding of international reserves.
Notes:
Print version record
November 2009.

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