DOMESTIC SYSTEMICALLY IMPORTANT BANKS: ECONOMY

News: Domestic Systemically Important Banks: Why are these banks ‘too big to fail’?

 

WHAT’S IN THE NEWS?

The RBI retained SBI, HDFC Bank, and ICICI Bank as Domestic Systemically Important Banks (D-SIBs) for 2024, requiring them to hold additional capital to manage risks due to their critical role in the financial system. This designation reflects their "Too Big to Fail" status, aimed at enhancing stability and reducing systemic risk in India's banking sector.

 

Domestic Systemically Important Banks (D-SIBs) in India

Current D-SIBs:

  • The Reserve Bank of India (RBI) has retained State Bank of India (SBI), HDFC Bank, and ICICI Bank as D-SIBs for 2024 under the same bucketing structure as in 2023.
  • SBI was designated as a D-SIB in 2015, ICICI in 2016, and HDFC in 2017.

 

Why D-SIBs are Important:

  • D-SIBs are banks “Too Big to Fail” due to their large size, complexity, and interconnectedness in the financial system.
  • Their continuous functioning is critical to maintaining essential banking services for the economy.

 

RBI's D-SIB Framework:

  • RBI issued the D-SIB framework in July 2014 and has disclosed the list of D-SIBs annually since 2015.
  • The framework categorizes banks based on their systemic importance and assigns them into different buckets.

 

Bucket Classification for D-SIBs:

  • Banks are scored on systemic importance and placed in five buckets.
  • SBI is in Bucket 4, HDFC Bank in Bucket 3, and ICICI Bank in Bucket 1.

 

Capital Requirements Based on Buckets:

  • Additional Common Equity Tier 1 (CET1) requirements are based on the bucket placement:
  • SBI: 0.80% of Risk-Weighted Assets (RWAs) (0.60% until March 31, 2025).
  • HDFC Bank: 0.40% (0.20% until March 31, 2025).
  • ICICI Bank: 0.20%.
  • Capital surcharge requirements will increase for SBI and HDFC Bank from April 1, 2025.

 

D-SIB Selection Process:

  • Banks with a size over 2% of GDP are evaluated based on size, cross-jurisdictional activities, complexity, and interconnectedness.
  • A composite score is calculated, and banks above the threshold are classified as D-SIBs and placed into buckets with corresponding capital requirements.

 

Global Systemically Important Banks (G-SIBs):

  • The Financial Stability Board (FSB), with the Basel Committee on Banking Supervision (BCBS), identifies G-SIBs annually.
  • The 2023 list includes 29 G-SIBs like JP Morgan Chase, Bank of America, Citigroup, HSBC, and BNP Paribas.
  • Foreign banks designated as G-SIBs operating in India must maintain CET1 capital in India based on their RWAs in India.

 

Challenges of D-SIBs:

·         Moral Hazard: The perception of government support may encourage risky behavior.

·         Competitive Distortion: Smaller banks may find it harder to compete.

·         Increased Costs: Higher capital requirements could impact D-SIBs' profitability.