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Romania's Communists Poised for a Comeback

Summary

Propelled by a banking scandal, the Romanian government may be on
its way out of power. The current administration, which has led the
country in its bid for membership in both NATO and the European
Union, suffered unprecedented losses at municipal elections May 4 -
partly as a result of the scandal. After four years of pro-Western
rule in Romania, the country seems prepared to consider a return to
leaders who are leftovers of the communist era.

Analysis

A banking scandal threw Romanian investors into panic last week,
resulting in the collapse of a national investment fund. An
anonymous source leaked information to the public that led to a run
on the bank. The information leak - apparently politically
motivated - was the first in what will likely be a string of events
aimed at weakening the current government.

The banking scandal - combined with success at the polls in recent
elections - will strengthen the hand of the Social Democrats,
composed of former communist-era officials, led by former president
Ion Iliescu. Supporters of the ruling Christian Democratic Party
largely boycotted local elections on May 4 and, along with low
voter turnout, helped throw the elections to the Social Democrats.
In November, the country will hold parliamentary and presidential
elections.

By themselves the local elections cannot indicate who will win in
the fall. But the public's awareness of the corruption surrounding
the banking sector, however, does suggest an imminent collapse of
the Romanian administration. If the Social Democrats can continue
to expose government corruption, while influencing voters at the
municipal level, they may be able to manipulate mass sentiment
enough to position themselves for a win in November.
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In mid-May several anonymous phone calls to investors in the
Romanian Commercial Bank (BCR) began a run on the bank that led to
the collapse of its partner, the state-run National Investment Fund
(FNI), according to Bucharest press reports. A total of 10,000
small investors - out of 300,000 with investments with the fund -
reportedly attempted to withdraw their cash from the BCR. With only
4 percent of its $164 million worth of assets liquid, the fund
collapsed.

Romania's ruling Christian Democrats say the crisis was an attempt
by the political opposition to sway the elections. They are
probably right, in that the crisis would not have happened without
the anonymous phone calls.

A problem had already been brewing; but it was sparked into a
crisis by a timely leak of information to the public. Initially
Stefan Boboc, president of the National Securities Commission
(CNVM) denied any knowledge of FNI's precarious and illegal
financial position. Two days later he was charged with directly
managing the fund's questionable operations, reported the Romanian
daily Economy Today.

_______________________________________________________________
For more on Romania, see:
http://www.stratfor.com/cis/countries/Romania/default.htm
__________________________________________________________________

Boboc, arrested on June 2, is charged with abuse of power for
allowing FNI to submit false accounting statements to hide its
dangerous financial status. In addition to holding only 4 percent
liquid assets, instead of the required 30 percent, FNI also failed
to report approximately 86 percent of its shares. By law, only 10
percent can be unaccounted for. Romanian authorities want four
other FNI officials for their involvement in the scandal. One of
them, the fund's chief administrator, fled the country.

The banking scandal cost the state an estimated $49 million, and
possibly November's elections. Timed for just a few days before
local elections, the banking crisis left the Christian Democrats
looking corrupt and untrustworthy - with a potent real life
reminder to voters with empty bank accounts. While voters abandoned
the Christian Democrats, the Social Democrats gained control of
Romania's local governments, including the mayorship of Bucharest.

In addition to being the second most popular party in the country,
the former communists now have the ability to install local
officials, who can affect the ability of the ruling party to
campaign. With six months before both parliamentary and
presidential elections, the successor to the Romanian Communist
Party may have just enough time to convince voters on a local level
to vote for them nationally while restricting ruling party access
to the political apparatus at the municipal level.

The pro-Western ruling party is decidedly vulnerable. The Christian
Democrats are members of the majority coalition in parliament, with
30 percent of the seats, but the Social Democrats are not far
behind, with 23 percent. And, in the 1996 presidential election,
Iliescu came in a close second to current President Emil
Constantinescu. Economic scandal and political infighting will
likely surge as Romania edges closer to its elections.

The next four years - coincidentally the term length of the next
president - will be telling in Romania's bid for membership in NATO
and the EU. Western leaders, although diplomatically friendly, do
not smile on former communist leaders such as Iliescu, who led the
country from 1989 until 1996.

Iliescu says that he supports Romania's accession to the EU, but
has so far been so demanding that his participation - not to
mention his leadership - threatens to stall the process. For
instance, he asserts that EU expansion is for the good of the EU,
not Romania, and therefore Romania should be treated the same as
all full-fledged member states. But, Romania is geographically
pivotal to the expansion of NATO and the EU. Already, despite the
country's economic and defense deficiencies, the Western alliances
are eyeing Romania.

By winning in November's elections, Romania's Social Democrats
could stall NATO and EU plans for expansion.



(c) 2000 WNI, Inc.


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