ANALYSIS OF BORROWING DECISIONS AND TRANSACTION COSTS BY ARABLE CROP FARM HOUSEHOLDS

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ABSTRACT

The study specifically analyzed the factors that influence arable farm-households’ participation in microcredit market, level of access to microcredit and credit source selection in Akwa Ibom State. It also estimated microcredit transaction costs incurred by participants and the determinants of such costs.  Multi-stage sampling technique was employed to obtain cross sectional data from 240 respondents.  Descriptive statistics were used to evaluate respondents’ socioeconomic profiles and transaction costs incurred by market participants.  Hecman two-stage model was used to examine the determinants of households’ participation in the market and level of access to microcredit.  Linear Probability Model and multiple regression technique were respectively utilized in assessing the determinants of choice of microcredit source and transaction costs.  The result obtained showed that the most important transaction cost component was opportunity cost of time (N5576.41), followed by travelling cost (N3272.62).  The study also showed that loan size, interest cost and waiting period had significant positive relationship with microcredit transaction cost at 1%; distance to lending institution and savings were both positively signed and significantly related to transaction cost at 10% while education had a significant negative relationship with transaction cost at 1%.  The study further showed that transaction cost, distance to lending bank, number of guarantor and road condition were all significant at 10% and negatively related to participation in microcredit market; qualifying account relationship period, number of visits to lending bank and number of hours spent in a financial institution all had significant negative relationship with market participation at 5%; while gender was significant at 10% and positively related to market participation.  Interest and transaction costs were significant at 1% and negatively related to households’ access to microcredit; while annual income and moratorium period had positive and negative significant relationship with access to microcredit respectively at 10%.  Education, dependency ratio and borrowing experience all had significant and positive relationship with households’ microcredit source selection at 5%, 10% and 1% respectively while interest amount was significant at 5% but had negative relationship with choice of credit source. Policies that are aimed at ensuring the proliferation of pro-poor financial institutions in rural areas such as; reduction in compensating balance rate, timely disbursement of microcredit to farm-households and provision of grants to farm-households for higher education are advocated to encourage participation in microcredit market, ensure increased access to microcredit, reduction in microcredit transaction cost and enhance informed choice of microcredit source.  




TABLE OF CONTENT

 

Title page                                                                                                                    i

Declaration                                                                                                                 ii

Dedication                                                                                                                  iii

Certification                                                                                                               iv

Acknowledgement                                                                                                      v

Table of Content                                                                                                         vi

List of Tables                                                                                                              ix

List of Figures                                                                                                             x

Acronyms and their Meanings                                                                                   xi

Abstract                                                                                                                      xii

 

CHAPTER 1: INTRODUCTION

1.1           Background Information                                                                                1

1.2           Problem Statement                                                                                         5

1.3           Research Questions                                                                                        7

1.4           Objectives of the Study                                                                                  7

1.4        Hypotheses                                                                                               8

1.5           Justification for the Study                                                                              9

1.5.1      Definition of Terms                                                                                        11

 

CHAPTER 2: LITERATURE REVIEW

2.1. Conceptual Framework                                                                                       13

2.1.1 Concept of agricultural credit, microcredit and microfinance                          15

2.1.2 The concept of access to credit and participation in credit market                 16

2.1.3 Concept of smallholder or small scale farmers                                                 17

2.1.4 Concept of transaction costs                                                                              17

2.2   The Agricultural Credit Markets                                                                         18

2.3   Theoretical Framework                                                                                      21

2.3.1 Random utility theory                                                                                        21

2.3.2 The classical theory of interest                                                                          22

2.3.3 The theory of demand for and supply of loanable funds (loanable funds

         theory of interest)                                                                                              23

2.3.4 The credit rationing theory                                                                                24

2.3.5 The theory of transaction cost                                                                           24

2.4     Empirical Studies                                                                                             27

2.4.1 Credit market participation and its determinants                                              27

2.4.2 Other studies on market participation                                                               28

2.4.4 Transaction costs and market participation                                                       33

2.4.3 Determinants of transaction costs of credit                                                       36

2.4.4 Other studies on transaction costs                                                                     37

2.4.5 Works on credit source selection                                                                      38

2.5    Analytical Review                                                                                             40

2.5.1 Heckman two step model (Heckit model)                                                         40

2.5.2 Multiple regression model                                                                                 42

2.5.3 Linear probability model                                                                                   43


CHAPTER 3: METHODOLOGY

3.1 Study Area                                                                                                            45

3.2 Sampling Technique                                                                                             45

3.3 Data Collection Procedure and Validity of Research Instrument                         46

3.4 Analytical Technique, Model Specification and Variable Measurement                        47

 

CHAPTER 4: RESULTS AND DISCUSSION

4.1 Socioeconomic Characteristics of the Respondents                                             58

4.1.1Gender                                                                                                                59

4.1.2 Age                                                                                                                    59

4.1.3 Marital status                                                                                                     60

4.1.4 Educational qualification                                                                                  60

4.1.5 Membership of cooperative society                                                                  61

4.1.6 Amount of credit borrowed                                                                               61

4.1.7 Household size                                                                                                  62

4.1.8 Annual Income                                                                                                  62

4.1.9 Borrowing experience                                                                                        63

4.1.10 Participation status                                                                                          63

4. 1.11 Source of credit                                                                                              63

4.1.12 Farming experience                                                                                          64

4.2 Determinants of Participation in Formal Microcredit Market and Level of

      Access to Microcredit among Respondents                                                         64

4.3 Determinants of Households’ Choice of Formal Institutions for Microcredit     72

4.4 Components of Transaction Cost Incurred by Households in Microcredit

       Market                                                                                                                 78

4.5 Determinants of Level of Microcredit Transaction Costs among                      Participants in the Credit Markets                                                                  77

 

CHAPTER 5: SUMMARY, CONCLUSION AND RECOMMENDATIONS

5.1.Summary                                                                                                        85

5.2 Conclusion                                                                                                            87

5.3 Recommendations                                                                                                87

5.4 Contribution to Knowledge                                                                                  89

5.5 Suggestions for Further Studies                                                                           90

References                                                                                                                   91

Appendices                                                                                                                  107

                       

 

 

 

 

 

 

 

 

 

 

 

 

LIST OF TABLES


2.1: Classification of Transaction Costs                                                                    28

4.1: Distribution of Respondents According to their Socioeconomic         Characteristics                                                                                        58

4.2: Factors Influencing Farmers Participation in Microcredit Market and             Level of Access to Microcredit: Heckit Results                                             65

4.3: Results of Linear Probability Model for Determinants of Households’                   Choice of Formal Credit Institutions                                                                72

4.4: Marginal Effects for Continuous Determinants                                                  76

4.5: Components of Microcredit Transaction Cost                                                    78

4.6: Regression Estimates of the Determinants of Microcredit Transaction

Costs among Participants in Akwa Ibom State                                            80


 





LIST OF FIGURE

1: Conceptual Framework of the Study







 

ACRONYMS AND THEIR MEANINGS

MFIs                Micro finance Institutions

MFBs              Microfinance Banks

BOA                Bank of Agriculture

ADB                Asian Development Bank

DFID               Department for International Development

SMEs              Small and Medium Scale Enterprises

NACRDB        Nigerian Agricultural Cooperative and Rural Development Bank

PBN                People’s Bank of Nigeria

FEAP              Family Economic Advancement Program

ICT                  Information Communication Technology

EEA                Ethiopian Economic Association

NQMN            Nigerian Quarterly Microfinance Newsletter

NPC                National Population Commission

ESRM             Endogenous Switching Regression Model

GDP                Gross Domestic Product

OLS                 Ordinary Least Square


 





 

 

CHAPTER 1

INTRODUCTION

1.1           BACKGROUND INFORMATION

The amazing impacts of agriculture on the growth of the economy of Nigeria cannot be overstated. Agriculture contributes about 88% of the nation’s non-petroleum export earnings (Oji-Okoro, 2011), accounts for more than 40% of the nation’s GDP, provides about 70% of the population with employment and supplies about 80% of the food that is needed by the population (Aye, 2013). However, the bulk of these agricultural products are currently produced by farmers with insufficient resources, low levels of income and high levels of poverty (Olorunsanya et al., 2009).

 

Traditionally, agricultural production capital can be sourced from personal savings of the farmers or farm credit (Udoh, 2005).  The expenditure pattern of families reveals that hardly do they have any savings to fall back on for future investment in production (Arene, 2008).  It is, therefore, challenging for smallholder farmers to grow out of poverty without being provided with adequate and affordable financial services (Papais and Ganesan, 2010). Microcredit is a means of making credit available at low cost to these resource poor farmers (Olorunsanya et al., 2009).   

 

Microcredit has over the years been used as a development tool, especially in the developing world mostly targeting poor and vulnerable farm households (Akudugu, 2004), the cost of the facility has continually remained high and a great source of worry to borrowers.  Microcredit has also come to be regarded as a supplementary development paradigm, which widens the financial service delivery system, by linking the large rural production with formal institution (Harish, 2012).  Though, the financial system in Nigeria has witnessed a lot of policy incentives to ensure that actors in the agricultural value chains have access to credit to finance their operations (Olomola, 2014), the cost of the facility has continually remained high and a great source of worry to both borrowers and prospective borrowers.  Credit cost reduction is therefore crucial in ensuring efficient financial system and increased patronage of the financial markets. 

 

Microcredit cost minimization can only be realized when prospective borrowers make informed borrowing decisions. Borrowing decisions essentially include the decision to borrow, the decision of how much to borrow and the decision of where to borrow from. Rational borrowing decisions are instrumental to the avoidance of credit diversion, achievement of optimum credit utilization and realization of the numerous benefits of credit. Generally, farm credit is among the crucial inputs considered fundamental in agricultural production (Omonona et al., 2010).  This is because it increases the level of productivity, farm profit and efficiency, and enhance standard of living in rural areas by breaking the vicious cycle of poverty of small scale farmers (Abu et al., 2011). It is also important for modernization of smallholder farming and commercialization of goods and services produced in the rural economy (Hosseini et al., 2012). The modernization can be in the form of provision of improved seedlings, other inputs, capital equipment and the employment of qualified agricultural personnel. 

 

Further, farm credit is provided for relief of distress and for purchasing productivity-enhancing inputs such as seeds, fertilizers and farm implements (Muhongayire et al., 2013).  Credit improves household power relations (Pitt et al., 2006), boost welfare development (Alhassan and Akudugu, 2012; Alhassan and Sagre, 2006; Dadzie and Ghartey, 2010) and is essential for agricultural and rural development (Koformata et al., 2014). Lack of access to credit can result in inability to acquire sufficient physical farm inputs and adopt improved technology, inability to hire skilled and sufficient labour, low level of output and productivity, increase in poverty level and food insecurity.

 

Farm credits are obtained from the financial markets.  The financial market in rural areas in developing economies consists of informal, semi-formal and formal financial institutions (Steel and Andah, 2004).  According to Mehrteab, 2005 (cited in Aderinto et al., 2011), the formal sector, also known as the organized sector is made up of the Central Bank, commercial banks, development banks, mortgage bank, insurance companies etc. Smallholder farmers participate in credit market to get access to financial resources and the extent of access to the golden resource (credit) will definitely influence farming decisions (Badiru, 2010).                                    

Microcredit are accessed from institutions that provide microfinance. Microfinance is the provision of financial services to the poor who are traditionally not served by large commercial banks (Jaffari, et al., 2011; CBN, 2005; and Conroy, 2003). The intervention of commercial banks in agriculture leaves much to be desired.  The managements of the banks are of the view that agriculture involves so much risk.  Due to this reason, they prefer to substantially channel their loans to other sectors of the economy such as the transportation sector, tourism sector, etc.  They may, however, lend to large scale agro-traders and large agro-allied firms which they consider less risky than lending to small-scale farmers.  Generally, the small and medium scale entrepreneurs in rural areas lack the necessary physical collateral to access credit from the commercial banks; and are, therefore, considered not credit worthy (Muktar, 2009). This impediment shrinks formal microcredit outlets and causes prospective market participants, especially farmers, to have few sources of microcredit to choose from.

 

 Participation and selection of credit source are two different but related economic decisions.  Participation involves decision to borrow or not while choice of credit source has to do with decision of where to actually borrow from (formal market or informal market; conventional credit source or specialized credit source, etc.).  Participants enter the credit market through a particular source or through different specific sources.  Participation in formal financial institutions’ credit schemes is often seen to be related to the degree of penetration of the institutions in rural areas (Muhongayire et al., 2013).  The institutions are mostly found in the urban and semi-urban settings, thereby posing a proximity problem to some rural dwellers who wants to participate in formal credit market.  In addition, stringent credit conditions deter participation in credit market. Some other factors that hinder participation in credit market include susceptibility to high level of risk, operation of farm business at small-scale level, poor technical ability, lack of adequate capital (Ton, 2010), geographical barriers in poor and isolated places, lack of economies of scale, marketing risks and large transaction costs (Macharia, et al. 2014). 

Transaction cost does not only impede market participation but also adversely affects level of access to credit and makes rational choice of credit source difficult.  Transaction costs comprise every cost apart from interest cost that are incurred by borrowers in the course of obtaining credit (Hosseini et al., 2012). The presence of these costs partially explains why some farmers participate in the market and some do not (Cuevas, 2014).

 

1.2       PROBLEM STATEMENT

Studies on determinants of participation in agricultural credit markets and the level of access to credit are still insufficient in developing economies (Kofarmata et al., 2014). Most of the researches available have enumerated and measured several factors such as demographic or socio-economic characteristics of farmers, regional, social capital characteristics, wealth accumulated from past savings, idiosyncratic and covariate shocks among others, as the key determinants of credit market participation (Mpuga, 2008; Tang, Guan and Jin, 2010; Udoh, 2005; Yu, 2009). However, these attributes influence households differently in such a way that what influences participation of households in credit market and their level of access to credit in a particular area might be different for other households in another area (Koformata et al., 2014).

The level of participation of agricultural dealers in the formal credit market is still below expectation (Olomola, 2004).  Farmers who need loans may have difficulties obtaining collateral or a guarantor, a requirement at formal financial institutions; therefore, they may not be able to borrow or may not borrow enough funds from these formal institutions (Yuan et al., 2011). There is a need to ascertain the hitherto reported level of access to formal credit by smallholder households to ascertain the level of improvement or otherwise, given the impediments of getting collateral or a guarantor and incurring high transaction costs.

 

Logical choice of credit source is crucial in minimizing costs of credit among credit market participants.  Knowledge of the socioeconomic, institutional and transaction cost factors that affect choice of credit source is vital to enhancing the positive result of credit schemes. Yet, there is a dearth of analysis of the influence of these factors on choice of agricultural credit source (Sekyi et al., 2014; Hoang and Otake, 2014, both of which concentrated on SMEs).

One of the major obstacles militating against the expansion of microcredit availability is the high transaction costs of credit operations to both lenders and borrowers (Fachini et al., 2008). Formal financial services are not available in places where the poor can easily access them at affordable costs (DFID, 2010). Poor infrastructure (road) often increases the transaction costs of market participation (Takeshima, 2008). When transaction costs are large, they need to be measured and explained (Okoye et al., 2010). High microcredit transaction cost portrays a disturbing gross inefficiency in the credit delivery system and has the capacity to cause the poor to remain perpetually entangled in poverty.

 

Though there are a lot of studies on transaction costs in a number of countries, it is argued that transaction costs can differ from one country or region to another depending on the condition of the road and communication network, among other things (Osebeyo and Aye, 2014) and the relative magnitude of these costs depends on the farmers’ access to infrastructure (Akramov, 2009). Transaction costs can also differ as a result of differences in market type, type of institution (specialized or conventional) from which credit is obtained and credit scheme or segment (micro or macro credit).

 

Some studies have been done on the determinants of transaction costs. However, only few of these studies are important to agriculture (See for example: Igwe and Egbuson, 2013; and Hosseini, et al., 2012, as they both have to do with borrower-farmers); while other researches on transaction costs determinants tend to focus on Small and Medium Enterprises (SMEs) that have nothing to specifically do with agriculture. Besides, though the studies concern themselves with credit markets, they do not specify the credit segment considered. Much is, therefore, needed to be studied on the determinants of microcredit transaction costs of borrower-farmers.

 

Transaction costs associated with exchange are the embodiment of access barriers to market participation by resource poor smallholders (Randela et al., 2008; Makhura et al., 2001; Holloway et al., 2000; Delgado et al., 1999 and Coarse, 1960). Empirical evidence has shown that transaction costs have a negative link with market participation (Osebeyo and Aye 2014; Macharia et al., 2014). This relationship is yet to be examined in microcredit markets.

 

1.3   RESEARCH QUESTIONS

In the light of the foregoing, the following research questions yearn for answers:

1.     What are the socioeconomic characteristics of farm-households in Akwa Ibom State as they affect farm decision making in small holder farms.

2.     What factors influence participation of the smallholder farm-households in formal microcredit market in the study area?

3.     What factors influence households’ choice of formal microcredit source in the study area?

4.     What is the magnitude of microcredit transaction cost incurred by the households in the market?

5.     What are the determinants of microcredit transaction costs incurred by households that participate in the market?

 

1.4       OBJECTIVES OF THE STUDY

The broad objective of this study is to analyze borrowing decisions and transaction costs incurred by arable crop smallholder households in Akwa Ibom State.  The specific objectives are to:

1.     describe the socio-economic profile of the respondents as they affect borrowing decisions and transaction costs;

2.     determine the factors that significantly influence participation of the farm-households in the formal microcredit market and the factors that influence their level of access to microcredit;

3.     analyze the determinants of households’ choice of formal financial institutions for credit;

4.     calculate microcredit transaction costs incurred by the respondents in the microcredit market;

5.     estimate the determinants of microcredit transaction costs incurred by participants in the market.

 

1.5  HYPOTHESES

          The following hypotheses were tested.

H1:      For objective two: Household size, dependency ratio, annual income, farming experience,  borrowing experience, qualifying ledger balance, gender, age, education, personal means of transportation, road condition and credit source all have a positive relationship with participation and level of access to microcredit in the market; while interest amount, transaction costs, moratorium period, distance to lending institution, number of guarantor, qualifying account relationship period, number of visits to lending institution and hours spent in the financial institution in the course of obtaining credit    are all negatively related to participation in microcredit market and level of access to     microcredit.   

H2:  For objective three: Age, gender, education, membership of cooperative society and borrowing experience all have positive relationship with choice of credit source; while         distance to lending institution, interest amount, household size and dependency ratio all             have negative relationship with choice of credit source.

H3: For objective five: Gender, distance to lending institution, interest amount, waiting period and compensating balance are all positively related to microcredit  transaction costs; while age, education, membership of cooperative society, value of land and savings are all negatively associated with microcredit transaction costs. 

 

1.6 JUSTIFICATION FOR THE STUDY

An insightful understanding of farm-households’ borrowing decisions and transaction costs of microcredit is of utmost importance to government, lending institutions, policy makers, would-be-borrowers, development planners and researchers.

The study will help government and lending institutions to improve upon their microcredit schemes by working against factors that significantly impede the success of the schemes. Furthermore, it will help them to introduce borrower-cost-reduction innovations in the design of their microcredit schemes so as to ameliorate the plight of the poor in the course of microcredit extension to them.

The ugly episode of low level of access to credit has continually worsened despite policy reforms undertaken by different administrations in the country. This study will identify factors that negatively influence participation in credit markets and the level of access to microcredit in the study area, with a view to reverse the unfortunate trend by suggesting policy options that can help to enhance participation of households in formal microcredit markets and increase their level of access to microcredit.

It will also identify the major component of transaction cost in the study area. The identification of transaction costs factors could assist in identifying policy interventions and/or institutional innovations to alleviate constraints and improve the ability of small scale farmers to be part of the commercial agricultural economy (Makhura, 2001). It will enable policy makers to formulate policies that have the capacity to drastically reduce microcredit transaction cost.

This work will also help to examine the difficulties farm-households encounter in choosing formal microcredit sources and the considerations which influence their choices. A deep understanding of this part of the study will enable prospective borrowers to make informed choices of microcredit source by taking cognizance of not only interest cost but also transaction cost of microcredit.

The study will also help development planners to integrate high microcredit transaction costs antidotes in their plan for agricultural development in particular and the development of the economy of Nigeria in general.

The study provides information on the demographic features of arable crop households as they affect borrowing and transaction costs which will readily be employed by those requiring information on farm household and capacity for decision concerning borrowing and transaction costs. This will be employed by anyone who requires information on the demographic characteristics of arable crop farm households in the study area would also facilitate further researches.

The study has revealed the magnitude of the various components of microcredit transaction cost shouldered by farm-households and how they affect credit decision making.

 

1.7   DEFINITION OF TERMS

Microcredit:  This means a credit facility of amount not greater than N250,000 (two hundred and fifty thousand naira).  This is in consonance with the classification of microcredit by Bank of Agriculture Limited, Nigeria.  Microcredit ranges from N1 to N250,000  -  Mrs, Irene, Personal Communication, November 7, 2017).

Formal Microcredit Market: This means a conglomerate of formal financial institutions from which microcredit can be obtained.  It is the market that brings microcredit lenders and borrowers into contact.

Participation in Formal Microcredit Market:  This means the probability that a smallholder farm-household obtained microcredit from any formal financial institution in the study area.

Formal Financial Institutions: These are licensed institutions that provide Sfinancial services to their clients, and whose activities are regulated and supervised by the Central Bank of Nigeria.  For this study, formal financial institutions consists of specialized public finance institution and conventional private microfinance institutions.

Specialized Public Finance Institution:  This entails government-owned financial institutions that have a major responsibility of funding a particular sector of the economy, such as the agricultural sector of the economy.  Such institutions may extend all classes or types of credit (e.g. microcredit, macrocredit, special project loan, etc.) to its clients.  A good example of this type of institution is Bank of Agriculture (BOA).

Conventional Private Microfinance Institution:  This is a privately owned financial institution known world over for the provision of only one class of credit (microcredit) to its clients.  A Typical example of such institution is Microfinance Bank (MFB).

Microcredit Transaction Cost:  This refers to non-interest cost expenses incurred by farm-households in the process of obtaining microcredit from lending institutions.

Farm Household: This consists of a person or group of persons living together usually under the same roof or the same building/compound, who share the same sources of food and recognize themselves as a social unit with the head of the unit (NPC,2006)

According to the United Nation (UN), there are two types of households: A one-person household and a multi-person household. A   one-person household is a person who makes provision for his or her own food or other essentials for living without combining with any other person to form part of a multi-person household; while a multi-person household is a group of two or more person living together who make common provision for food or other essentials for living. The persons in the household may be related or unrelated to each other or one another or comprises a combination of related and unrelated persons. The persons constituting the household may have a common budget and pool their incomes (UN, 2008). This definition is adopted in the study.

Arable Crop Farm Households:  This are household that are involved in the production of arable crops. Arable crop grown by many households in Akwa Ibom State include fluted pumpkin, cassava, maize, yam, cocoyam, waterleaf, melon, bitter leaf, garden egg, cowpea, rice, potatoes, etc.

 

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