Since the Malaysian economy was (in fact it still is) very much dependent on export sector as reflected by the high ratios of gross export proceeds over gross national product (Table 3), the over concentration on the exports and production of primary commodities made the economy vulnerable to external fluctuation. Being a small country, there was not much that the government could do to insulate the country from external source of fluctuation. In other words, the economy which was characterized by heavy dependence on export with narrow base (limited to a few primary commodities) had resulted in a less stable domestic economic condition because the booms and the depressions of the world economy were often translated into fluctuations in the prices of the exported commodities in the world market. The fluctuations in the prices of rubber and tin can be seen in Table 4. The price of rubber (ribbed smoked sheet, RSS1) dropped from 108.08 sen (per lb) in 1960 to 70.04 sen in 1965 and 56.43 sen in 1970, increased to 141.68 sen in 1980 and dropped to 85.59 sen in 1985. Similarly the price of tin (RM per tonne) has been fluctuating over the last decades (6509.37 in 1960, 11608.66 in 1965 and 10990.76 in 1970). For crude palm oil, its price (RM per tonne) had fluctuated from 679.2 in 1960 to 828.3 in 1965 and down to 787.2 in 1970.
The over concentration on agricultural and
primary sector in the 1960s was so severe that almost no industrial development
took place. The lack of domestic manufacturing activities had made
the country so dependent on the imports of manufactured goods to an extent
that even relatively simple manufactured consumer items had
to be imported. In addition, it was very difficult to modernize
other sectors of the economy in the absence of industrial development.
Over dependence on agricultural
and primary sector had also led to the creation of a dualistic economic
structure. Since tin mines and rubber plantations were located
only in certain areas suitable for their development, and as demand for
the above two products was entirely from the external sector, there
was very limited link between these "modern enclaves" and the traditional
agricultural sector. There was almost no transfer of technology or
skill from the modern sector to the subsistence sector. As a result,
only a small section of the economy benefited from modernization brought
about by the development of tin and rubber. This dualistic
economic structure had accentuated the serious regional and racial economic
disparities since a large portion of the indigeneous population were involved
in the traditional subsistence agricultural and not affected by modernization.
The primary sectors, particularly
agriculture had difficulties in absorbing the fast growing labour
force because they were not able to generate sufficient employment opportunities.
The economic specialization in a few primary products for export and dependence on food and other consumer manufactured goods on imports had placed the country in a disadvantagous position2. Thus, although there had been increases in the prices of rubber and tin during the 50s and 60s Malaysia (during the early post-independent period) was in a way worse off because it was specialized in a few primary products for exports and dependent on imports of manufactured goods from developed countries.
- It was evident to the government then that
the economy need to expand its production base and diversify export.
In the process of diversifying the country's economy, the government saw
industrialization (especially manufacturing sector) as one of the most
important elements of diversification (Osman Rani and Haflah, 1990).
The government then was faced with the task of influencing the
---------------------------------------------
2The idea that the average income elasticity of demand for primary
products is significantly lower than the average income elasticity of demand
for manufactured goods in the international market is well known
(see Flanders, 1969 for example). When there is an increase
in the level of income, the demand for manufactured products will increase
more than the demand for primary commodities. Specialization (by less developed
countries) in a few primary products for export and dependence on import
of manufactured products from developed countries (major exporters of manufactured
goods) will lead to a greater income inequality between the developed and
less developed countries. A greater export of primary products
is required in order to pay for a specific
volume of imported manufactured goods.
pattern of foreign investment as well as moving the country towards industrialization. Rightly the government then put forth several incentives to attract foreign and local investors into the manufacturing sector.
Although the effect of heavy concentration on primary commodities lingered on until the late 70s, the various attempts by the government to attract foreign investment did change the pattern of production over the years. The incentives were clearly aimed at diversifying production and encouraging manufacturing activities. Using GNP as a basis for comparison, it is seen that by 1980 agriculture's contribution was reduced to 26 percent while manufacture had increased to 17 percent. In 1989, the contribution of agriculture to GNP was reduced even further, to 19 percent, while manufacture increased to 27 percent (Table 1). In addition the structure of GNP is now more spreaded out among the economic sectors. The effect of the government's program is even more pronounced on exports. By 1989, the country's export of manufactured products contributed over 50 percent of its total value. This is much different from the 1960s when rubber and tin provided most of the export revenues.
INCENTIVES FOR INVESTMENT IN MANUFACTURING
One of the first actions to attract
foreign investment was the introduction of Pioneer Industries Ordinance
(PIO) 1958 right after independence in 1957. The
PIO provided generous incentives as well as tariff protection for new
industries. Unfortunately, the 1958 PIO had some weaknesses.
First, it did not encourage industries to make full use of domestic raw
materials. Second, there was no strong encouragement for the manufactured
exports and third, it did not emphasize on labour intensive industries.
Another act, the Investment Incentives Act was then introduced in 1968
to overcome the shortcomings of the 1958 Act and to encourage industries
to be more resource-based, labour intensive and export oriented.
The Investment Incentives Act, 1968 provided
six major forms of incentives related to manufacturing. They are
Pioneer Status, Labour Utilization Relief, Locational Incentives,
Investment Tax Credit, Export Incentives
and Increased Capital Allowance. Industrial growth rate in Malaysia
was quite significant during 1960s and early 1970s. However,
the growth rate was more in quantitative terms rather than qualitative.
As Ghazali (1988) put it:
1. The level of value added in the manufacturing
output was low
2. The manufacturing base was narrow
3. The link between industries was very weak
4. Production was mainly targeted for domestic
markets
5. The level of technology was low
Further adjustment was made to the investment incentives in 1975 when the Industrial Co-ordination Act (ICA) was introduced. The main feature of the Act was the requirement of obtaining a licence for all manufacturers unless exempted. This was to ensure orderly development of industries in conformity with the New Economic Policy goals. In other words, post-1975 industrialization was more governed by policy instruments which focused on certain socio-economic objectives.
To give direction and spearhead the industrialization
programe for 1980s and 1990s, Industrial Master Plan
(IMP) covering the 1986-1995 period was introduced in 1986. The main
objectives of IMP were to:
1. Accelerate growth of the manufacturing sector
2. Utilize the country's abundant natural resources
3. Increase indigeneous technological capacities
and competitiveness
To avoid ambiguities, specific targets for
GDP, total investment requirement in overall and manufacturing sector,
manufacturing value added and employment for manufacturing by 1990 and
1995 were stated in the IMP.
The global recession in mid 1980s did not provide much opportunity for the target of the IMP to materialise. It also seemed to have neutralised the progress of the ICA 1975 as the global recession had a strong negative impact on the overall Malaysian economy. The average annual growth rate for the manufacturing sector in 1985 was -3.8 percent while the average growth for the overall economy was -1.0 percent (Table 5).
In order to improve the growth rates,
various new measures and relaxation in the existing guidelines pertaining
to investment in the manufacturing sector were introduced. For instance,
in 1985, the government made some amendments on the Industrial Co-ordination
Act (1975). Following the amended act, only manufacturing companies
with shareholders's funds of at least M$2.5
million (previously M$250,000) or engaging 75 (previously 25) or more full
time workers need to apply for the licence. In addition, no approval
is required for any company which plans to undertake expansion in order
to export 80 percent or more of its products (the company is only required
to inform the Ministry of Trade and Malaysian Industrial Development Authority
(MIDA) on the details). Similar conditions and procedures are applicable
for a company which undertakes diversification for export. In relation
to the expansion of capacity for domestic market, any licensed company
with shareholders' funds less than M$2.5 million can expand while licensed
company with shareholders' funds more than M$2.5 million can expand provided
that the 30 percent of the expanded equity is reserved for Bumiputera (the
indigeneous people).
The government also proposed a major overhaul of the existing investment incentives. As a result, the Promotion of Investment Act, 1986 was introduced which was aimed at stimulating private sector business activities in various sectors including manufacturing. Among the major incentives for the manufacturing sector were pioneer status, investment tax allowance, abatement of adjusted income, accelerated depreciation, reinvestment allowance, double deduction for promotion of export, industrial building allowance, incentives for research and development, and export credit refinancing scheme. Under the pioneer status, a five year period of tax relief was given irrespective of the level of investment. Abatement of adjusted income was designed for resident companies which manufacture (locally) products for exports while accelerated depreciation was intended to encourage capital investment, modernize and expand factories. The government's encouragement for exporting manufactured products was reflected in double deduction on export credit insurance premiums, double deduction for promotion of export and export credit refinancing scheme.
IMPACT ON INDUSTRIALIZATION
Following the government's effort at changing
production and attracting foreign investment the role of the manufacturing
sector in the economy has increased substantially. The shares of
manufacturing in the GDP and exports have increased steadily since 1960
(Table 1 and Table 2). The major contributor to GDP has shifted from
agriculture to manufacturing. The share of agriculture, livestock,
forestry and fishing in the GDP had dropped from 38 percent in 1960 to
19 percent in 1989, while the share of manufacturing had increased from
9 percent in 1960 to 27 percent in 1989.
The manufacturing output include the primary commodity based products
such as processed rubber (like gloves and tyres), plywood, furniture and
fixtures, refined palm oil and metal products. There has been no
major change in the other sectors of the economy except for the mining
sector where its share of GDP has recently increased slightly due
to the contribution from petroleum activities coupled with the escalation of petroleum price. The contribution from finance, insurance, real estate and business services to the GDP has also increased (from 6 to 9 percent).
In the export sector, the most obvious change can be seen in the percentage share of manufactured products, rubber and tin in the total export. The share of rubber in the country's export had consistently decreased from 44 percent in 1960 to 6.5 percent in 1989 while the share of tin had dropped from 20.2 percent in 1965 to 1.8 percent in 1989. In contrast, the contribution of manufactured products to the total export had increased from 10 percent in 1970 to 54.7 percent in 1989 (see Table 2). In short, the main source of export has shifted from raw agricultural products and primary commodities to manufactured products which include electronics, textiles and primary commodity based manufactured products such as refined palm oil, plywood, and rubber gloves. This fact also suggests that the country's effort in reducing over dependence on exports of raw agricultural products and primary commodities has been quite successful.
In terms of employment, even though the agricultural sector still has the highest level of employment, its share in total employment has decreased. On the other hand, the manufacturing sector has gained higher portion of employment, from 9.5 percent in 1970 to 17.6 percent in 1990 (see Table 6).
Another important aspect of industrialization is related to the contribution of foreign capital to the manufacturing sector. Foreign investment clearly has
played a very important role in the development of the Malaysian manufacturing
industries. Foreign capital in the manufacturing sector has increased
substantially (Figure 1 shows the recent trend of foreign involvement in
the Malaysian manufacturing). The amount of foreign proposed capital
investment in the approved manufacturing projects for the 1984-1989
period constituted 47.5 percent of the total proposed capital investment
(MIDA, 1990). The country source of foreign investment has
also changed. An important feature is the reduced importance of United
Kingdom in the Malaysian foreign investment scene.Japan, United States,
Taiwan, Singapore, Hong Kong, United Kingdom, are currently among
the most important sources of foreign investors. Table 7
and Figure 2 provide more information on the share of equities
among the major
countries involved in foreign investment in the Malaysian manufacturing
sector.
With regard to the country's balance
of payment, Hoffman and Tan (1980) has indicated
that the effects of foreign investment on the balance of payments could
be broken into three categories: (1) resource effect; results of
their study strongly supported the hypothesis that the resource effects
of foreign controlled companies (FCC) tended to be negative. The
biggest outflow was mainly in the form of investment income (Figure 3 shows
the net outflow of investment income for the 1976-1988 period);
(2) Exchange effect; the study concluded that the trade surplus of FCCs
significantly outweighed the negative resource effect (outflow of investment
income), and other transactions including royalties, salaries to expatriates
and short-term capital export. The observations are consistent with
the hypothesis that there is positive net balance of payments effect
of foreign
investment; (3) Import substitution and export expansion; Despite the
claims that foreign investment in manufacturing was adding to the country's
balance of payments problem, data from 1968-1971 showed that 60 percent
of the output increase of FCC had contributed to the improvement of Malaysian
balance of payments. On the contrary, it was shown that import substitution
and export expansion of local controlled companies (LCC) had on balance
a negative balance of payments effect. Thus, the allegation
saying that FCCs are heavily oriented toward the domestic market is not
very accurate in the above cases.
Foreign investment has also contributed to the Malaysian technological development in a great extent. There were at least 601 technological transfer agreements signed between Malaysian government and multinational corporations (MNCs) during the 1981-1985 period (Beaumont,1990). Besides the direct transfer of technology through agreements, there were also less direct ways of technological transfer, for instance through human resource development (HRD). HRD is an area of technological transfer which is often overlooked. Perhaps, an excellent example of what MNCs have been doing in Malaysia is the improvement in the services sector such as banking, finance, insurance, marketing, communications, trading and the fast food business.
In addition, foreign investment particularly
from the Asian Newly Industrialized Countries (NICs), has led to
a tightening of the labour market and a wage increase in some segments
of the labour force. Some areas such as Klang Valley and Southern
Johor have recently been experiencing increasing labour demand and wage
rise. Besides the direct employment, MNCs also deserve some credits
for generating indirect employment through auxiliary industries which support
the MNCs major activities. Furthermore, foreign investment has played
major role in the export trade. MNCs have utilized Malaysia which
has low wage rates and abundance of resources as a production base.
The MNCs manufacture their products in Malaysia and export them to other
countries including their home countries.
EVALUATION ON INDUSTRIALIZATION AND DISTRIBUTION
OF FOREIGN INVESTMENT
Despite the apparent success of the government's industrialization program the move was not without undesirable consequences. The two major weaknesses are explained below.
An examination of data on the manufacturing
industry reveals that its manufacturing base is quite narrow. A few
industries such as electrical are heavily invested while some others are
under invested. The share of electrical in the total number of approved
manufacturing projects was 14.4 percent (which is the highest) during 1984-1989
period (Table 8). In terms of capital investment, the electrical
industry constituted 14.7 percent of the total capital investment in manufacturing
(which is also the highest) during the 1984-1989 period (Table 9).
The contribution of electrical industry to the total
capital investment in the
manufacturing sector has also increased lately. In 1989,
capital investment in the electrical industry (electronic and electrical
appliances and machinery) alone accounted for almost a quarter (25 percent)
of the total capital investment in approved manufacturing projects.
The uneven amount of investment across the various industries has resulted in an imbalance pattern of employment. An investigation on the structure of employment in the manufacturing sector shows that electrical industry dominates the major portion of the employment. By December, 1988, the highest employment was in the electrical industry, representing 22.7 percent of the total employment in manufacturing, followed by the textiles and textile products, 15.2 percent and food manufacturing, 10.7 percent (Figure 4 indicates the employment distribution among the industries). In addition, during 1987-1989 period, potential employment in the electrical industry formed almost one third (31 percent) of the total potential employment in the approved manufacturing projects (Table 10).
The uneven trend in investment has also
changed the structure of manufactured exports. Manufactured
exports are now dominated by electrical products (electronic, electrical
appliances and machinery). The share of electrical products in the
total manufactured exports has increased substantially from 3 percent in
1970 to 57 percent in 1990 while the shares for other industrial products
have not changed much (Table 11).
In 1990, all industries in
manufacturing except electrical and textile, clothing and footwear
contributed less than 5 percent each to the total manufactured exports.
The exports of textile, clothing and footwear products (second largest
contributor to the manufactured exports) constituted 10.3 percent and 8.4
percent in 1989 and 1990 respectively of the total.
Electrical industry has also accounted for the major portion of the manufacturing value added. In 1987, electrical machinery contributed 16.1 percent of the total manufacturing value added, while chemical and chemical products contributed 14.6 percent and food contributed 8.3 percent (Malaysia, Industrial Surveys, 1988). Note that in 1963, electrical machinery accounted for only 1.1 percent of the total manufacturing value added (Malaysia, Census of Manufacturing Industries, 1964).
Another deficiency in the country's industrialization is the under-utilization of local natural resources in the country's manufacturing industries. It is quite ironic that Malaysia has been relatively successful in industries such as electronic-component assembly and textile manufacturing (where other than labour, it does not have any resource comparative advantage) and less successful in downstream processing and manufacture of products based on local commodities of which it is the world's major exporter. Malaysia still exports a large amount of its rubber, palm oil, tin and timber (in their low-value added forms) to advanced countries to be reprocessed into higher value added products. For instance, the Malaysian sawn timber is used in the large scale production of plywood and fabricated furniture by Korea and Japan while its natural rubber is exported to the United States, European Economic Corporation (EEC) countries and Japan for the production of tyres and surgical protective devices (Fong, 1988). In the electrical industry, most of the electronics and electrical appliances plants (which are mainly off-shore plants) are owned by multinational firms. They are engaged in the assembly processes of integrated circuits (ICs) and consumer appliances and industrial equipment like air-conditioners, radios and television sets from completely knocked-down imported units for the local and export markets (Fong, 1988).
The above discussion reflects the need of further expanding certain industries (which are based on local resources) such as rubber and wood products, furniture and fixtures, and food processing and canning. Resource based industries (RBIs) is very important in terms of reducing the problem of import dependence and foreign exchange savings. Since foreign exchange earnings for most of the developing countries are limited and have to be carefully managed, the RBIs can effectively contribute towards foreign exchange savings because of their relatively more conservative consumption of imported inputs than the non-RBIs (Ismail, 1988). The superiority of RBIs can also be seen in comparative advantage terms. The level of comparative advantage can be indicated by the effective rates of protection (ERP) which is the proportionate increase in domestic value added per unit of output over free trade value added, per unit of output as a result of tariff protection. In other words, the ERP measures the degree of protection required by an industry at its current level of production. The lower the protection needed, the higher the comparative advantage, vice-versa. It was found that many of the RBIs in Malaysia had comparative advantage and would be excellent candidates for expansion (Anuwar and Osman Rani, 1986).
In terms of foreign participation as measured by capital committed there is almost a similarity to what was seen in the manufacturing sector. Some industries are highly invested while others appear to be overlooked by foreign investors. For example, by December, 1988, foreign share in the total fixed asset constituted 81 percent for the electrical industry, 94 percent for the scientific and measuring equipment industry, and 70 percent for the beverages and tobacco industries, 56 percent for rubber product industries, and 53 percent for textile industry. In contrast, foreign share in the total fixed asset for the wood and wood product, plastic and chemical industries represented only 14.6 percent, 17.8 percent and 21 percent respectively of the industry total fixed asset (MIDA, 1990).
The nonuniform distribution of total investment in various manufacturing industries can be associated to a certain degree with the unequal participation of foreign investment across the manufacturing industries. Foreign investment plays very important role in most of the highly invested industries. For example, total foreign paid-up capital and fixed asset in the electrical industry accounted for more than 60 and 80 percent (respectively) of the total amount by December, 1988. By the same time, foreign fixed asset in textile industry represented more than 50 percent of the industry's total fixed asset (MIDA, 1990). Note that electrical and textile are among the most important industries in terms of export contribution, paid-up capital and employment.
CONCLUDING REMARKS
The country's effort at changing production
and attracting foreign investment has brought many structural changes in
the economy in terms of GDP components, exports and employment. Basically,
it has successfully reduced the country's over dependence on agricultural
and primary products. Foreign investment is no longer dominated by British
corporations. However, as explained in the previous section, there are
some deficiencies in the industrialization process.
First of all, the manufacturing base is narrow as reflected by the rates of investment across the various industries which are concentrated only in a few industries. Electrical and textile industries have been highly invested while certain industries have been under invested. The uneven distribution of investment among various manufacturing industries has caused an imbalance structure of employment and manufactured exports. Over one third of employment in manufacturing are in those two industries.
The unequal growth of the manufacturing industries has also led to the imbalanced structure of the country's export. The export sector is dominated by manufactured products while more than half of the manufactured export is represented by electrical products which are mainly electronic. In short, the country's export base is currently quite narrow. This is rather similar to the export pattern the country had during the 50s and 60s except that the commodities being exported are no longer rubber and tin but electronic products. Given the present pattern of exports the country is therefore sensitive and vulnerable to the changes of world supply and demand for electrical products. Should there be any severe drop in the demand for electrical products in the world market, the country's economy would be adversely affected in terms of growth and employment. This was in fact the case in the mid 80s. The world electronic industry did experience severe doldrums in the middle of 1980s in the aftermath of a massive supply expansion in anticipation of increased demand which did not materialize and many exporters of electronic products including Malaysia suffered badly.
Next, there has been limited use of the country's natural resources in the country's exporting industrial process. A large amount of the country's commodities are still exported in their low value added forms to several advanced countries to be reprocessed into higher value products. The country's currently most dominant industries such as electronics and electrical appliance are basically non-resource based and highly dependent on imported inputs. Industries which are based on local resources like rubber and wood products, furniture and fixtures, and food processing have not been given as much attention by foreign investors. In short, it is a fact that the country's efforts at diversifying the economy through industrialization have been quite successful in enhancing the role of manufacturing sector in the country's economy and in reducing the country's over dependence on agricultural and primary products. However, the policies have not been very satisfactory in promoting a stable and balanced structure manufacturing.
As far as tax incentive scheme is concerned,
special incentives are available for investment projects which consume
local resources. Incentives for utilizing local natural resources
are provided in the Promotion of Investment Act, 1986. Despite
the above incentives, industrial development still tended to
concentrate on certain industries. Basically, there are two
possibilities that can explain the above situation: first, the incentives
are not attractive enough to the investors and second, there are other
considerations that are more critical than tax incentives in the
investment decision.
Like in many other countries much of
foreign investment in Malaysia are affected through multinationals.
For this reason, it is important to understand the behaviour of MNCs as
well as to identify factors influencing foreign investment in the Malaysian
manufacturing sector so that further refinement of the current investment
incentives and policies can be made. For example it is important
for Malaysia to have a more balanced and diversified manufacturing base.
The manufacturing industries should also be encouraged to use more of the
local natural resources and processing them into higher value added products.
For the purpose of further study it is worthwhile to pursue investigation
on foreign investment in Malaysia centering on the two possibilities mentioned
earlier. Specifically it is worthwhile to explain the motive and behaviour
of MNCs involved in foreign investment and analyse the country related
determinants of foreign investment in the manufacturing sector in Malaysia.
Similar activities can also be extended to study in detail a particular
manufacturing industry.