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ASEAN: AEC: Cutting through the noise

Source: Asia Insurance Review | Apr 2014

Above 90% of the measures for the financial services sector due under the AEC Blueprint have been implemented as of October 2013; this was revealed at the 14th CEO Insurance Summit in Asia, the first dedicated conference on the ASEAN Economic Community for the insurance industry. The Summit cut through the noise around the subject with an update on the progress made under the AEC Blueprint from ASEAN’s Secretary General, the plans of insurance regulators, and the thoughts of regional CEOs. 
By Benjamin Ang
 
Notable progress has been made towards the establishment of the ASEAN Economic Community (AEC), said Mr Le Luong Minh, Secretary General of ASEAN, in his keynote address.
 
80% of AEC Blueprint measures implemented
“We are pleased to note that 79.7 % of the measures due under the AEC Blueprint have been implemented as of October 2013. Important gains include the implementation of measures to promote trade facilitation, capital market development, food security, pro-competition and intellectual property rights (IPR) rules and regulations, and infrastructure development,” he said. “Focussing on the financial services sector, the implementation rate was quite impressive and reached above 90%.” 
 
In 2012, in line with the Phnom Penh Agenda for ASEAN Community Building, ASEAN Leaders adopted a list of “AEC’s Key Deliverables and Prioritised Measures for 2013 and 2015” to address the challenges and obstacles to AEC 2015. These included measures towards the establishment of a single market and production base by facilitating the flow of goods, services, investment, skilled labour, and capital in ASEAN. 
 
“Specifically, to achieve a freer flow of capital, ASEAN endeavours to have substantial progress in the development of ASEAN Banking Integration Framework including harmonisation of banking standards and regulations; development of semi-integrated banking and insurance sector; and full implementation of ASEAN Linkages covering all stock markets in ASEAN,” said Mr Minh.
 
He also stressed that the insurance industry in the region has a critical role to play in providing security and safety to both individuals and business or industry against losses and risks. Thus, it is crucial for the insurance industry to remain resilient and competitive to contribute to the regional and national economies of ASEAN. 
 
Reality waiting to happen
Many equate AEC for the insurance industry with Europe’s single insurance market, said Ms Evelina Pietruschka, Secretary General, ASEAN Insurance Council. “Although there are lessons that can be learnt, the objective and situation in ASEAN at this point in time is very different. ASEAN has 10 members with very diverse insurance market maturity and needs,” she said. “But still, we can’t sit and wait.” 
 
Urging insurers to prepare for AEC and not be daunted by more intense competition, she said that ultimately, an integrated ASEAN will be good for both consumers and insurers. “Competition forces continual improvements in the industry. It is the very oxygen that drives businesses, otherwise, the industry and its growth will become stagnant,” she said. 
 
Insurers should use AEC 2015 to prepare for the broader ASEAN Vision 2020. Continuous improvements and milestones are expected, she said. But more importantly, she said, an integrated ASEAN is not a pipe dream, but a reality waiting to happen.
 
Opportunities to move from local to regional player
“The regional economic integration in 2015, resulting in the ASEAN Economic Community, will certainly present us with some challenges but will also open the door to many more opportunities,” said Mr Rudi Spaan, Head of Broker & Client Management, AIG APAC Holdings.
 
An integrated ASEAN will boast a robust market of approximately 617 million people, US$2.3 trillion in GDP, and $114 billion in FDI with high return on investments – projected 11% annual rate of return. 
 
“It will open borders for many companies resulting in a larger playground of opportunity,” he said. Many smaller companies would see this as a threat and more of an opportunity for the larger organisations but this certainly is not the case. AEC will provide local companies with opportunities to move from local to regional entities if they take on the challenge and absorb the opportunities, he added.
 
Finding your niche
The market always has room for companies that strive to compete on more than just price by offering covers, services and experiences to truly differentiate, said Mr Spaan. One such way is to focus on a niche, which is not necessarily small but rather specialised, requiring a specific skill set and knowledge, and providing growth potential for both large and small insurers, he said.
 
And construction risk is one such niche. Construction has boomed tremendously in the past decade, and according to a report by Oxford Economics, it is now a $9 trillion-dollar industry, and is set to grow to $15 trillion by 2025, he said. 
 
Emerging markets are primarily responsible for this boom – in 2005, 35% of construction spend was in emerging markets. In 2013 it reached 52%, and in 2025 it will be over 60%. And Asia remains the fastest growing region, he added. “ASEAN Economic Community presents us with these opportunities and it is the companies that use their skills, experience and a drive to innovate where required that will benefit from the new united front.”
 
The two-day Summit with the theme “Getting ready to tap the huge potential in the ASEAN Economic Community”, was organised by Asia Insurance Review and The Geneva Association. Close to 150 delegates from 20 countries attended the conference with AIG as lead sponsor, MetLife as gold sponsor, QBE as silver sponsor and Great Eastern Life, Zurich and A.M. Best as sponsors.
Regulatory panel - Supervisors show will to integrate
ASEAN supervisors on the regulatory panel signalled their intention to work on a bilateral basis to integrate their insurance markets as part of the vision of an ASEAN Economic Community (AEC), while assisting the less developed member states to get on board when ready. 
 
Bilaterally if needed
ASEAN member states are at different stages of insurance and financial sector development with different needs.
But countries that are ready can work towards integration first and remove some of the cross-border barriers through bilateral agreements, said Dr Firdaus Djaelani, CEO of Non-Bank Financial Institutions, Indonesia Financial Services Authority (OJK). For example, he quoted Indonesia and Malaysia as two such markets with the potential to discuss mutual benefits such as cross-recognition of products.
 
And when such agreements prove to be successful and beneficial, boosting synergies for the markets involved, it can serve as a model for the same approach to be used for the different integrating markets, he added.
 
Touching on the same point, Mr Pravej Ongartsittigul, Secretary-General, Office of Insurance Commission, Thailand, said: “Hopefully all 10 countries can move together. But to wait for every country to be ready, it will never happen.”
Having successful examples to demonstrate the benefits of integration will boost the efforts to work in that direction for the whole region, he added.
 
Not ignoring developing markets
However, Mr Pravej said it does not mean walking away from or ignoring the less mature markets. “Cambodia, Laos, Myanmar, and if you include Vietnam, have 250 million people, accounting for about half of ASEAN’s population. So you cannot just leave them behind,” he said. And Thailand –which shares its borders with Cambodia, Laos, and Myanmar – has, and will, offer assistance and support to these markets.
 
The developing markets will be provided with fair access, all the opportunities possible, and will receive all the assistance and support necessary. But whether or not there is the desire or the will to join, is up to the individual market, he said.
 
Free market not equal to “free regulations”
On regulations, Dr Firdaus said: “Free market does not equal to ‘free regulations’.” While regulators will do its part to encourage the industry’s growth and development, its responsibility is also to protect consumers and ensure healthy development.
 
As for harmonising the regulations which vary in the region, Mr Pravej said a basic guideline could be produced by regulators through mapping out the similarities that exist in current regulations amongst member states and reconciling them. 
 
Differences which are unique to a given country may need additional requirements, but a basic guiding framework is plausible which would allow for certain types of products to be cross-recognised and fast-tracked for approval. “Such an undertaking would of course require multi-lateral arrangements between ASEAN states,” he said.
 
Changes needed
Ms Dorothy Calimag, Deputy Insurance Commissioner, Insurance Commission, Philippines, said that internally, the Insurance Commission (IC) had streamlined processes, and improved timelines such as in approving products. The IC was also reorganised to reduce red-tape and become more responsive, where previously there was only one deputy commissioner, now there are four, she said.
 
She added that the industry must have a forward looking mind set, and that competition brings out the best of people. So domestic companies in the country must start preparing for the AEC and build up their core capabilities to tap the opportunities. She pointed out microinsurance as one area where the Philippines has had relative success in as proven by the payments made in the wake of Typhoon Haiyan last November. It is an area where the IC has been aggressive in promoting.
 
Microinsurance is also of high demand in Indonesia and the regulatory body is working closely with local insurers in constructing a sustainable microinsurance framework in the country, said Dr Djaelani. He hopes in the long run, Indonesian insurers would acquire sufficient capabilities in not only trying to defend their home turf but also leverage on the opportunities within the AEC to venture abroad.
 
Smaller players need not fear
For smaller insurers, Mr Thomas Chang, Deputy Director General, Insurance Bureau, Financial Supervisory Commission, Taiwan, said Taiwan’s example should offer comfort and confidence. Taiwan is a free market and competition in the insurance industry is very intense with many companies. But there are still opportunities where many small or medium-sized insurers survive and thrive by focussing on niche markets.
 
He said that while it would not be practical to expect a definitive timetable to create an ASEAN single market given its complexities, it was important to take concrete steps in the journey. And Taiwan, like many countries outside of ASEAN, is excited by the potential and keen to look at AEC’s progress for opportunities and mutual benefit. 
 
CEO Panel - ASEAN very much on the radar
While companies may not have an ASEAN-specific strategy, the region is very much on the radar, especially with the coming of ASEAN Economic Community (AEC), according to regional leaders on the CEO Panel.
 
Such as Ms Gaelle Olivier, CEO, General Insurance, AXA Asia, who said: “We do have priority markets, but it is an Asian strategy, and not specifically an ASEAN one.”
 
But there are clear benefits of AEC – such as the free movement of goods, and the greater pool of talent. Many opportunities will arise from AEC, and we are only at the beginning of the curve, she added.
 
Third pillar of growth in APAC
While most outside of Asia talks about China and India, ASEAN is the third pillar of growth in the Asia Pacific region, said Mr Chris Townsend, President, Asia, MetLife. MetLife is relatively late in coming to Asia and it sees many white spaces across the region that it will be trying to fill.
 
One such opportunity he pointed out is in health insurance. No government can provide all of the required costs and covers on their own – public-private partnership will be needed, he said. 
 
No magic bullet
AEC is definitely in the right direction to bring the region and industry forward, but 2015 is not going to be a magic bullet, said Mr Rudi Spaan, Head of Broker & Client Management, AIG APAC Holdings. 
 
Mr Geoff Riddell, Regional Chairman, Asia-Pacific, Middle East & Africa, Zurich Insurance Group, said issues of nationalism and protectionism may still have to be grappled with. In markets that are in the early stages of development or just opening up, the industry is usually pioneered by very influential groups in the country. “And they are not going to give it up in a hurry.”
 
The challenge for ASEAN insurers
And in new markets, the challenge is not in the ability to enter, said Mr Christopher Wei, Group CEO, Great Eastern Holdings. “Income levels may not be there yet, for example. So for life insurers, it may take longer. And even though the P&C sector may offer more immediate opportunities, but how do you assess and price when there is a lack of data?” he asked. 
 
The huge MNCs with global balance sheets and strong financial power may be eager to enter, but for others, it may not be so clear cut. Mr Wei also said that consumer studies have shown a preference for international insurers. So the region’s insurers must work harder to rise above the market competition.
 
Industry has a job to do
And the industry also has got to work harder. As Mr Spaan said, there will be more opportunities arising from the AEC, but the industry has got a job to do. 
 
Insurance penetration rates are low, and there are new markets and consumers who will be buying insurance for the first time. Insurers should be looking at growing the pie and not cannibalising each other, he said.
 
 

 

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