Forum Comments:

"Re: The Islamic Mortgage: Paradigm Shift or Trojan Horse?"


Dr. Mohammad Omar Farooq
Associate Professor of Economics and Finance
Upper Iowa University 

IBF-Net; 2/9/07; Message #6031; #6089

[Note: To access the messages to which my comments were in reply, one may need to subscribe to the respective forum.]


 
In response to:
http://finance.groups.yahoo.com/group/ibfnet/message/5997
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Salam (peace) and greetings to all.
 
Mr. David Loundy wrote:
 
"Are you willing to vote with YOUR dollars and make the same challenge that Dr. El-Gamal has made?  Iowa is not on our list of approved states.  I also cannot yet offer a musharaka.  However, I am willing to work on figuring out how I can offer a true profit and loss sharing musharaka in Iowa, your choice of rents tied to an interest index-- you pick the index-- LIBOR, Prime, U.S. Treasuries-- or you can use our rental index which ties rents to a national approximation of rents.  ... I _may_ even be able to offer you the equity hedge that I designed to respond to Dr. El-Gamal and his challenge.  I hope to be able to do this before the end of 2007.  If I can get all of this in place, which I am going to disclaim now may not be possible, is this, in one of its variants, your ideal product, and will you refinance with such a product?  If not, why not?  Want to personally be a proof of concept of the viability of an alternative to murabaha?  This is a serious offer."
 
Well, so far I see many a participants on this forum interested in scoring some points. Now, we are also seeing interest in scoring some dollars.
 
Interesting proposition. However, before I can respond to this offer in yes or no, let me clarify some pertinent aspects.
 
Mr. Loundy wrote:
"Do you have any support for your emphatic assertion that conventional banks are so attracted to murabaha because it is indistinguishable from conventional loans except in form?  In my admittedly limited experience, your emphatic assertion does not match what I see in the marketplace."
 
My observation was not about just murabaha, rather it was about all mark-up type financing transactions, including murabaha, ijara, bai muajjal, etc. This is what I wrote: "It should be noted - and emphatically - that the reason conventional banks are so easily attracted to the Islamic mode and also so easily can accomodate SUCH MODES, not because they are persuaded by any superiority or distinctiveness of Islamic banking/finance, but because in its current dominant practices, they do not find any distinctiveness relative to the conventional banks, except only in form."
 
Readers might recall the ongoing context of my comments in this particular message. Islamic banks (IBs) that by their own charters (or in countries, where the entire monetary and banking system is supposed to be on an interest-free basis) have clearly shied away from PLS modes that originally have been invoked as the distinct normative modes of Islamic finance. These IBs have comfortably settled for mark-up type financing modes, with PLS mode either marginalized or offered only as a cosmetic portion of their portfolio. Currently, based on the practice of IBs, that's the "Islamic mode" I referred to in my comments. "SUCH MODES" that conventional banks are easily attracted to and can easily accommodate are mark-up type, non-PLS modes (once again, murabaha, ijara, bai muajjal, etc.).
 
It is an established fact that conventional banks in the Muslim-majority countries that have taken interest in Islamic banking or have been mandated to offer alternative/parallel Islamic window have merely adopted the predominantly mark-up type modes, including murabaha.
 
Mr. Loundy might have misunderstood my position that I myself regard PLS modes as normative from the Islamic viewpoint and am interested in such PLS modes. So, he thought that my observation is that conventional banks, such as Devon Bank, HSBC, etc. are merely turning toward murabaha because they find it easy and convenient, while ignoring meaningful and established demand for PLS modes. So, Mr. Loundy is now willing to score some dollars by placing before me an offer of such a PLS mode and see if I am willing to take him up on that.
 
Well, as far as your offer of a PLS contract, you are offering it to the wrong person, Mr. Loundy. I will not get into any true PLS financing for my residence. As a Muslim (and also as a Muslim economist), I am not convinced at all that PLS (mudaraba, musharaka) represent normative/Islamic modes. The traditional argument in favor of PLS is that risk and return are not fairly distributed/shared among the participants in a transaction, when it is interest-based (or based on fixed return for the lender, without the lender taking any risk.) However, this traditional argument does not adequately take into account the borrower's side. For example, in case of residential mortgage, if any buyer treats it as an investment and seek positive return, it is primarily from the market, when asset is sold, but not from the financing itself. In contrast to commercial/business investment, as someone interested in a mortgage, my primary concern is whether I am able to afford the payment for the contractual period. For this, I want fixed rate as a borrower to protect my interest, especially in a low inflation, low-interest environment.
 
One of the reasons IBs has not been able to boost the PLS portion of their portfolio is not because they are irrational and Islamically negligent or uncommitted. In my humble view, IBs have not been able to go the PLS route because their lukewarm interest in PLS due to high degree of asymmetric information and moral hazard is matched by even greater lack of interest of the borrowers in PLS modes. Apart from their own reluctance to push themselves beyond the role of financial intermediation, IBs can't offer PLS if there is not sufficient demand for these products. Munawar Iqbal and Philip Molyneux (the first author is the Chief of Research in Islamic Banking and Finance at the Islamic Development Bank in Jeddah, Saudi Arabia) informs us: "There are many reasons why businessmen do not prefer PLS contracts." [Thirty Years of Islamic Banking: History, Performance and Prospects, Palgrave, 2005, p. 126] 
 
Sounds interesting, puzzling or shocking? I just quoted one sentence because much more information is available in one of my drafts "Partnership, Equity-financing and Islamic finance: Whither Profit-Loss-Sharing?" However, since it is being prepared for a refereed journal, until its publication is ensured, I am not inclined to share it in public (especially on the forum). If anyone is interested in this draft (with an intent to share your candid feedback), I can be personally contacted at farooqm@....
 
Returning to the issues raised by Mr. Loundy, my observations were not intended as a critique of conventional banks. Traditional Islamic economics and finance (and the supporting fiqhi position) has untenably idealized PLS as normative modes. This idealization stems from the overly restrictive interpretation of riba, leading to a simplistic and blanket equation between interest and riba.
 
At the level of practice, IBs have gravitated toward non-PLS, mark-up type modes and that is rational and predictable for a framework that is primarily meant for financial intermediation. However, raising PLS as normative/Islamic to a dogmatic level, has created a fundamental and irreconciliable gap between the rhetoric and reality. While the literature calls for PLS, the practice is based primarily on non-PLS. Thus, if IBs are held as per the standards and thresholds set by the experts of Shariah and Islamic economics/finance, then this criticism is directed to that glaring gap. Conventional banks are penetrating into this niche to broaden their services, because they are easily able to adapt to the current non-PLS modes that are still "Islamic" from the viewpoint of Shariah-compliance.
 
However, as far as I am concerned, this glaring and fundamental gap does not have to do with the presumption that IBs are acting hypocritically or irrationally. On the contrary, I think the real problem lies with the blanket and simplistic interest-riba equation. The advocates of this simplistic and reductionist equation have put greater emphasis on the protection of borrowers from exploitation by lenders. Thus, they argue that lenders must fairly share risk. What they have ignored or and continue to do so is that all borrowers are not interested in sharing risk. That's reflected in the lack of demand of PLS products. It is further attested by the following assertion by Mr. Loundy: "Our customers largely want murabaha anyway."
 
Once we come to grips with the reality that PLS mode should not have been granted its lofty normative/Islamic status, it becomes easier to understand the problems with the simplistic interest-riba equation.
 
Murabaha, ijara, bai muajjal are all mark-up type financing modes. "The Historic Judgment on Interest Given by the Supreme Court of Pakistan," which was also exaggeratedly and tenuously used to repudiate and denounce Al-Azhar's Shaikh Tantawi's fatwa on interest, says the following:
 
"the State Bank of Pakistan had suggested 12 modes of financing instead of interest, but the practical situation on the ground is that out of all these 12 modes only 2 or 3 modes are normally being used by the banks and financial institutions, the foremost among them being mark-up. But the way the mark-up is used by the banks today is nothing but a change of nomenclature of the transaction. Practically what is being done is to replace the name of interest by the name of mark-up." [see Section #190]
 
Mark-ups are merely interest-substitutes, except in form. With no PLS, there is nothing essentially distinctive about "Islamic" banking and finance. That's why this "facade" of Islamicity needs to be addressed.
 
Mr. Loundy, if what IBs are offering is "Islamic", the criticism I have offered does not apply to conventional banks, it applies to IBs. I hope this helps you understand, notwithstanding my criticism, I can't give you my business. If I have a choice only between PLS and murabaha in regard to my mortgage, I will choose murabaha, except that it is just one of the mark-up modes. As I understand and see it, there is no essential difference between conventional mortgage and Shariah-compliant mortgage for the latter to warrant "Islamic" label.
 
Interest meeting at least the following conditions - (a) in a competitive market, (b) operating in a regulated environment, (c) based on mutual consent and (d) that is non-exploitative or generally mutually beneficial  - does not fall BLANKETLY under the purview of prohibited riba. If these conditions are not met, interest can be riba, which is categorically and most sternly prohibited.
 
Best regards.

In response to:
http://finance.groups.yahoo.com/group/ibfnet/message/6083
===========================================
 
Dear Mr. Loundy,
 
Salam (peace) and greetings.
 
In regard to your observation about murabaha, it seems that you are referring to the IFIs in USA. My observation was in the context of IFIs around the world.
 
I referred to that specific new piece as merely news item, not as source of pertinent data. It is just an acknowledgment of the reality. Therefore, I would not expect much details or factual data in that news report.
 
Dr. Habib Ahmed (Islamic Research and Training Institute, Islamic Development Bank, Jeddah) writes in Operational Structure for Islamic Equity Finance - Lessons from Venture Capital (2005, see the Abstract as well as the full text): "Experiences show that fixed-income short-term instruments (like murabahah, mark-up financing) are the dominant modes of financing used by Islamic banks." Dr. Ahmed is also a fellow member of this forum. If he is following this thread, maybe he can shed some further light on how extensive is murabaha in portfolios of IFIs. Also, if he can suggest some consolidated source of comparative data on this, expecially if available online, that would be helpful.
 
"Why wouldn't you?  Because your West Union bank will not offer you a fixed rate musharaka with a fixed rate, with a PLS and an assignment of risk that varies from traditional mortgages, as well as accommodations for late fees, etc.  If you're hungry, you can probably get a pretty good pork tenderloin in West Union too, but will you?  The misunderstanding is you have one view of riba, and some others have a different view.  I don't pretend to be a scholar, but I am one of those with a different view.  Perhaps it is my misunderstanding.  But then, perhaps not.  We will have to disagree on this point."
 
Mr. Loundy, there is no disagreement among Muslims about pork being prohibited, as it is categorically, specifically and unambiguously mentioned in the Qur'an. Therefore, not in West Union, not in Iowa, or anywhere else, I would go for a "pork tenderloin." However, here we are dealing with a matter of prohibition that is not settled among Muslims. Riba is categorically prohibited. However, what is its scope and whether interest in a blanket manner covered by that prohibition are not settled. Therefore, your "port tenderloin" does not apply here. The view that I have of riba is not merely of mine. Anyone who is interested in learning more about the pertinent literature would find that the view I am articulating is quite widespread. However, many among us are reading only those works that conform our currently held position. If your view about riba coincides with the traditional viewpoint, I understand that and, like in your word "We will have to disagree on this point."
 
"I have spent over three quarters of an hour on this response, and this is why I stated that I was done."
 
This is really an inordinate amount of time to spend on our exchanges. Sometimes we can be more efficient, if, after articulating and clarifying our positions, we rest the matter with the fellow members of the forum. Whether I have replied to your questions or not, whether I diverted the discussion away from the "initial points", why don't we leave it at that for the readers to draw their own conclusion? 
 
Best regards.
 
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Dr. Mohammad Omar Farooq
http://www.globalwebpost.com/farooqm


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