THE FINANCIAL CRISIS KEEPS ON EVOLVING – from bad to worse?
The financial crisis that erupted last November ballooned into an economic crisis in February mostly because of externally guided intensive efforts. Fortunately, the efforts for the furtherance of the crisis into a political one, which is inevitably bound to turn into a constitutional crisis under the existing composition of Parliament today, have so far remained abortive. It is mostly because these scenarios are déjà vu three times in the near future in Turkey. The whole adventure is far from being settled with the announcement of the new economic program last Saturday. The rulers of Turkey now realise that they will not be able to get away with another mistake.
That is why they are exceedingly careful about taking the necessary measures not only in the economy, but also in all domains.
The severe crisis that has been going on for the last 5-6 months in Turkey is heading for the final stage with the announcement last week by the Economy Minister, Kemal Dervis, of the new economic program. It will either end up in a success story by overcoming this artificially created crisis that has evolved from bad to worse, or break down with another false step, the inevitable result being a constitutional crisis, that is to say interregnum, ie a military takeover. In Turkish “interregnum” is “ara rejim” (interim government) and the poet Prime Minister of Turkey, Bulent Ecevit, has already rhymed it into “ara rejim, kara rejim” (Interregnum, black-regnum).
A bird’s eye view of the course and stages of this crisis is enough to understand what it is all about, who is behind it (too obvious a question that will not be directly dwelt upon here) and what to expect for the future.
Will the crisis be able to avert worsening into a constitutional crisis?
After a surprisingly successful performance of the IMF’s 3-year disinflation program for Turkey in the first three quarters of last year, it suddenly met with a severe financial crisis on (the first) Black Wednesday last November. The reason was that a medium-size Turkish bank, Demirbank, bought billions of dollars worth of treasury bonds but failed to pay for them when overnight loans were denied. The greedy owners and managers of Demirbank did deserve a lesson for their speculative move, which was far above their financial capacity of $400 million paid-up capital, but this lesson eventually turned out to be a big financial crisis for the whole country.
To cut a long story short, this financial crisis could have been nipped in the bud if the Central Bank had bought back its own bonds at a reasonable price, at the suffering of Demirbank, which lost two billion dollar in two weeks. The IMF, however, did not permit this and the Central Bank Governor, Gazi Ercel, was a perfect tool, thus causing Turkish bonds to plummet in value and their interest rates to rocket sky high in international markets. That is why and how the second stage of the crisis started on the second Black Wednesday, February 21st, 2001, and in the end the Government was forced to let the foreign exchange rates float at the IMF’s insistence. The Government was most reluctant to do so because it meant killing the successfully operating 3-year disinflation program, but had no choice but to give in to the IMF’s demands. “We have suspended the disinflation program because while the surgery was going on another disease was discovered and we had to deal with it first,” said Deputy PM Mesut Yilmaz to voice the Government’s excuse for this development concerning the Turkish banking system.
This step about floating the exchange rates, however, resulted in carrying the financial and economic crisis into the political arena with the tough economic and social measures it involved against working people and industry. As the Disinformation Mechanism was also unleashed against the Ecevit Government it became quite obvious that the external engineers of the crisis were following a covert plan to evolve it from financial into economic, from economic into political and then a constitutional crisis. “Conspiracy theory” or not, that is how most Turks and especially the Government quarters felt. The former American Ambassador to Ankara, Mark Parris, dismissed this feeling of the Turks as a figment of imagination and advised them to stop imagining “fictive enemies”.
Nevertheless, in the 52 days that passed between the discarding of the 3-year program and the announcement of the new one last Saturday (14th), Turkey passed through very critical days with severe economic uncertainty pushing up the inflation and interest rates, as well as the value of the dollar, while street demonstrations were rocking the stability of the country. The methods the CIA had used against Allande to bring Pinochet to power in Chile 30 years ago, such as women banging pots and pans in the streets and the media augmenting it with deafening loud speakers, were very much at work in Turkey during this period. The cash register that was thrown out on Ecevit’s road by a so-called craftsman was shown on all TV stations hundreds of times at every occasion. PM Ecevit once remarked, “They are still throwing the cash register.”
These attempts to topple the government and statements about an interregnum in Turkey finally came up with the National Security Council. The top brass joined hands with the civilian government to announce their firm loyalty to parliamentary democracy. Even so, certain side forces of the Disinformation Mechanism such as the Union of Chambers that was instrumental in bringing Tansu Ciller to the top of the DYP and then making her the Prime Minister in 1993 was again at work.
When the Chairman of the Union of Chambers, Fuat Miras, made a desperate last effort on Monday (9th), in order to gain over the military to topple the government with street agitations, he was taught a good lesson.
He had not suggested a direct military intervention, but was mumbling about unseating the Ecevit Government through the “28 February process” with the cooperation of the military and Turkish private enterprise. The top commander, General Kivrikoglu, who was preparing to go to Beijing for more important national questions, only advised him patience in this critical period.
What will be the next stage in the evolving crisis?
By all indications, the danger of a political and consequently constitutional crisis has been categorically averted. Under these conditions, the following developments may be expected in the political scene in Turkey on the following days.
- With the upsurge of the impatience of the nation, Kemal Dervis could no longer drag his feet about leaving Turkey in midair. He was forced to announce the first part of the new economic program and is bound to finalise soon the last part about financing it with external loans. There is talk of $10-12 billion external financing, and $6.25 billion (six point twenty five billion dollars) is already an IMF commitment to Turkey. The rest are the World Bank’s pledges for various restructuring projects of the Turkish economy. These sums will not be disbursed immediately, neither fully, but even the talk and commencement of them is enough to recover the Turkish economy whose fundamentals are really strong. Meanwhile, the Government has intensified efforts to cut down public spending and to mobilize Turkey’s domestic and indigenous external resources such as workers` remittances from abroad. Finance Minister Sumer Oral has already announced (on Wednesday, 18th) a very promising budget performance in the first quarter. While the budget revenue increased by 41.2% during this period, public spending declined by 6.4% on a year before, according to the Minister’s official figures. The media preoccupied with heralding with loud speakers the commonplace complaints, by and large, ignored this remarkable achievement, however.
- Kemal Dervis’s political future in itself is an important factor in Turkey’s economic and political developments in the near future. It is obvious that at the beginning of the crisis he was reserved as a non-political force to head a technocrat government as toyed with by Fuat Miras and the forces behind him. Now that this “28 February model” (as they themselves call it) is out, thanks to the solidarity of the coalition parties and the patriotism of the military, Dervis may be used for capturing the DSP from within in due course by entering the party at its forthcoming national convention next week. However, Ecevit seems to have second thoughts about his invitation because he apparently wants to avoid another “Ciller experience” in Turkey. The Prime Minister is aware of the fact that a provocative party member, Dr Ercan Kutlucan, will stand for the position of party chairman at the convention to deliver harsh accusations of Ecevit, his wife and especially Husamettin Ozkan, thus providing material to be exploited by the noisy Disinformation Mechanism. The Disinformation Mechanism in the Turkish media is a scourge for Turkey’s political stability, but it is also turning into being a useful device helping the better appreciation of the superpower intentions and designs for Turkey.
- Paradoxically, the Dervis factor has helped the consolidation of the coalition solidarity as MHP ministers have begun to clash with him and they are the targets of the Disinformation Mechanism now. The Minister of Communication, Enis Oksuz (MHP-Icel), hit the headlines last week in a very unfavourable light for using government aircraft to go to his constituency for official business. He blamed the “black forces” at the top of the Turkish media and that is exactly what this publication has been calling for decades the Disinformation Mechanism, ie overt and covert superpower capital and influence in the media. Naturally, Americans do not censor the Turkish media. Nor are they responsible for everything written or broadcast. As a matter of fact, the American Government is also greatly disturbed by these accusations and last year disbanded or rather reorganised the USIS in Ankara, but everybody has now become conscious of the external influence in politics by using the media and it does not unfortunately help Turkish-American relations.
- The reason for this consciousness against the Disinformation Mechanism is that it misguides some goodwilled, innocent people who realise afterwards that they were the victims of some external designs. A case in point is the clash at the top of Turkish politics at the National Security Council on February 19th. Apparently under the influence of the Disinformation Mechanism’s publications, the President came to believe that Turkey is one of the world`s most corrupt countries and that the Ecevit Government is too weak to fight against it. That is why President Sezer reportedly accused PM Ecevit of sitting on top of the mud (corruption in the State mechanism), and not allowing the mud to be cleaned by others, meaning himself and other honest forces such as the Gendarmerie. This accusation stemmed from the claim in the media that Energy Minister Cumhur Ersumer is involved in the corruption of energy investments, and the Prime Minister had not allowed the investigation against Ersumer to proceed.
- The claim was totally wrong and it was only a part of the smearing campaign against Ersumer. Because he has been instrumental in pushing through the Blue Stream pipeline from Russia under the Black Sea and in giving the finishing touches to the natural gas pipeline from Iran, very useful projects for the Turkish economy, Cumhur Ersumer has now become number one target of the United States. It was no coincidence that the Turkish media began to campaign against Ersumer in an attempt to make him out to be one of the corrupt ministers. The truth is the exact opposite. Months of secret investigations going as far as tapping all the telephones of the Energy Ministry for three months resulted in the arrest of several top bureaucrats of the Ministry, but it did not involve Ersumer. Nevertheless, some judicial advisers suggested that Ersumer should also be brought before the judiciary because he had his signature on one of the documents for the privatisation of electric transmission in Istanbul. Nothing would have come out of such a trial against Ersumer as it was a far-fetched claim, but it would result in his leaving his ministerial seat, as foreign forces were unjustifiably demanding. Ersumer defended himself by pointing out that it was a practice that had been carried out for the last ten years. So Ecevit and the coalition leaders decided to let the investigation and prosecution of the Judiciary continue against Ersumer, but it should also include all his predecessors who did the same thing in the last ten years. It meant Ziya Aktas (DSP-Istanbul), the Energy Minister of Ecevit’s minority Government before the April 1999 general elections, as well as Recai Kutan (FP-Malatya) would also be brought before the court. Yet Aktas (with his decades of residence in the United States, possibly with an American passport) was Washington’s favourite minister who did untold damage to the Blue Stream and the natural gas pipeline projects in his short term in office (four months from January 11th, 1999 to May 28th, 1999) as Energy Minister. Also Kutan, who now comes straight after the Prime Minister in the State protocol as the official opposition leader, was Ersumer’s predecessor as the Energy Minister of the Erbakan Government. Into the bargain, there is no corruption in the whole affair anyway. But still the relevant campaign of the Disinformation Mechanism did quite a bit of harm to Turkey’s political stability because some honest, innocent rulers craving for the purge of corruption, such as President Sezer and the Major General heading the Operations of the Gendarmerie, took some wrong steps over this issue inadvertently contributing to the press campaigns against the country’s political stability.
In short, the crisis in Turkey evolving from bad to worse since last November took a sharp turn for the better with the announcement of the economic program last week, though it has other stages to pass in the following days.
Turkey’s half a century experience that went through three military takeovers was instrumental in avoiding the recurrence of the déjà vu scenarios this time. PM Ecevit’s impeccable honesty proved stronger than these media campaigns and it was a good lesson for potential Turkish rulers who will eventually succeed the aging Ecevit. There is reason to believe that the days ahead will bring economic and political stability to Turkey if only the important steps in the offing in international relations do not induce some external powers to resort to more desperate actions against this country. uras@ada.net.tr - April 19th, 2001