๐จ LIFE UPDATE ๐จ
After 5 ๐ years in ๐ฎ๐ณ & now 8 ๐ years in ๐ธ๐ฌwe are moving to ๐ฌ๐ง in August.
We loved our time in Asia. But I'm already excited for new adventures back in the world's greatest city.
More๐. Will update on my new ๐ soon too. ๐๐
A treat to meet
@lenirobredo
in Zurich yesterday. We talked over dinner about the King Maker, one of the most extraordinary political documentaries i've ever seen, set in part around her victorious 2016 vice presidential campaign. Trailer ๐
And today's prize for most ridiculous excuse-making goes to..... the government of Andhra Pradesh.
Hard to fathom how much damage the decision unilaterally to scrap this new city project will have for India's reputation as a reliable international partner.
Wang Yi recently went to ๐ฎ๐ณ seeking better ties. But ๐จ๐ณ's hopes that ๐ฎ๐ณmight soon join ๐จ๐ณ & ๐ท๐บ in an anti-western civilisaitonal realignment are highly unlikely.
More likely: ๐ฎ๐ณ keeps links with๐ท๐บ but deepens with ๐บ๐ธ, ๐ฏ๐ต , ๐ฆ๐บ etc. Me for
@IISS_org
๐
Should the west play hardball with India over Ukraine? Better to recognise Modi's security dilemmas re tighter Russia / China ties, and help New Delhi reduce its arms imports, as I argue in
@NikkeiAsia
. 1/
Protests spreading. Most severe test for Xi since taking power, and at a complex time, domestically and geopolitically
CCP is stuck: having staked Xi authority on Zero Covid, it finds it impossible to take only sensible route out, namely importing MRNA vaccines. Quick ๐งต 1/
Many Chinese journos at this moment were in tears watching the video. Itโs happening. Still in Liang Ma He ไบฎ้ฉฌๆฒณ area. A girl shows โGive movies back, we want cinema freedom. We want free expression. give media back, give us journalism backโ. Ppl echoed. Itโs going unstoppable.
Singaporean technocrats are pretty cold-headed in their planning.
If they are shuttering a chunk of the world's best airport for the next year and a half, you get a fairly clear sense of how long they think it might be before things get remotely back to normal.
Just out: new
@TheEIU
democracy index.
India drops ten places to 51st, falling from 7.23 in 2018 to 6.90 in 2019.
"The primary cause of the democratic regression was an erosion of civil liberties".
Report not online that I can see, but top of the PR is below.
๐จ India elections timetable out๐จ
It remains astonishing to me that the betting market is now all about how many *more* seats will Modi win third time around. So a quick thread
When i arrived in 2011 there was feeling that India was somehow a country destined ....
โTime is running out for Hong Kong and time is also running out for my safety.... It is hard for me to know when the police will storm into my home and arrest me at six in the morning.โ
โ
@joshuawongcf
talking to me a few weeks ago for
@WiredUK
If $9bn for India's election spending is remotely accurate, it's a genuinely stunning number.
2016 US election spending was only $6.5bn, with the presidential contest just spare change at $2.4bn.
This is a very inexact science, but CMS estimates that the BJP spent nearly 45% โ or Rs 27,000 crore โ of total expenditure for 2019 Lok Sabha polls. Total spending was on the order of US$ 9 billion.
interesting moment - ๐ฎ๐ณ overtakes ๐จ๐ณ in
@TheEIU
global business environment rankings.
๐ฎ๐ณ ๐to 52 globally. ๐จ๐ณ ๐ to 55, from 46 last year.
EIU report notes ๐ฎ๐ณ better transport, taxes & trade regulation. welcome news for businesses looking for options to diversify away from ๐จ๐ณ.
Under Modi, India's democracy is getting a good deal less liberal. This graph from
@nar
draws on data from academic survey which tracks nearly 400 indicators of democratic health. Not encouraging.
India's position on Ukraine over recent days should be a corrective for anyone who thought that because of China + Quad etc, India would tend to go along with the west.
New Delhi follows its own course. Its reliance on Russian arms for any conflict vs China is part of that.
A visibly disturbed
#Ukraine
Envoy Igor Polikha says: We are โdeeply dissatisfiedโ by Indiaโs positionโฆ โWe are pleading for the strong voice of India in this caseโฆ Your Prime Minister can Mr. Modi address Mr. Putin, he can address our President:โ
Extraordinary
@lancet
table. China's population to half over this century, falling behind Nigeria and <2x USA.
Also while China overtakes US as largest econ by 2035, USA to re-overtake by end-century, bolstered by immigration.
Unexpectedly good gag at the top of this good as expected Krastev
@ftopinion
piece today.
"Central European populists feel the effect of Trumpโs defeat"
I have often heard people wonder, as to how the amount of news that happens in the world every day always just exactly fits the newspaper: PM
@narendramodi
on a lighter note.
This chart is really remarkable, showing India's dramatic poverty progress. So much so, I decided to take a break from book promo, and do my
@NAR
column this week on it.
"India's success eliminating poverty has been even greater than many believed..."
India has a strategy of building ties with European and western nations that is detailed enough to make Greece an important part of the puzzle. Shows how serious they are about bigger picture objectives, from balancing china to being a player in the gulf / Mediterranean.
India has a new ally in Europe
Its aim: establish India's presence in geopolitically vital European waters
It also hopes to isolate rivals like Turkey
๐งต
The Billionaire Raj is thriving post pandemic - extraordinary FT piece showing Adani & Ambani wealth up to $78bn and $84bn.
Now Asiaโs richest businesspeople - and richer than their Chinese counterparts, despite China's economy 5x larger.
Lots of interest in Ava Soh, the talented 16 year old Singaporean designer who made the tshirt
@ZelenskyyUa
wore at
@IISS_org
#SLD22
yesterday.
She had no idea thus was coming until Zelensky started speaking at 4pm - an inspiring story.
More here ๐
"Modi's defenders blame global factors for India's travails. In truth its economic mess is born almost entirely of domestic neglect and incompetence."
โ my latest for Nikkei, on a dangerous simultaneous slowdown in China and India.
โ๏ธprofessional news alert โ๏ธ
Delighted to be heading up
@IISS_org
Asia here in Singapore from April, joining fantastic & growing team built by
@DrTimHuxley
.
Rarely a more important moment for the kind of work
@chipmanj
and his team do. looking forward to getting stuck in.
We are delighted to announce that
@jamescrabtree
will join the IISS as Executive Director of our Asia office in Singapore! James is taking over from
@DrTimHuxley
, who has led IISSโAsia since 2007 1/2
Amazing chart: 9 of the world's top 15 maths / computing universities now in Asia. None in Europe.
This on China's Tsinghua esp ๐ณ โ "In 2006-09 the university was 66th in the maths-and-computing research league table. Now it is top...."
@TheEconomist
Most in the west don't understand how "decoupling" is likely to work in practice โ and the perverse unintended consequences of moving production around the world, what I call the "decoupling delusion"
A quick piece from me in
@ft
and a short ๐งต
Abe revealed that his phone calls with Trump would sometimes last as long as 90 minutes. โThe main topic would last about 15 minutes. After that, 70% or 80% of the conversation would be about golf or criticism of other world leaders,โ Abe said.
Watch this remarkable confrontation between a former Australian Prime Minister, Malcolm Turnbull, and Paul Kelly, editor-at-large for one of Murdoch's key properties, The Australian. The subject is climate change and the Murdoch empire's disastrous legacy.
FWIW I got this 100% wrong in The Billionaire Raj โ cf the penultimate chapter.
So this might be a moment for those of us foreigners who watch India to have a moment of humility & recall we had no clue how transformative a leader Modi would become.
The world's two mega democracies, each in their own way enduring their bleakest constitutional day in a generation. Hard to say whose outlook is worse, or whose leader is doing more to destroy the ideals of their respective founding documents.
A
@ft
revealing graph: clear epidemic pattern that Asian technocratic democracies (incl. Taiwin, not featured) are dealing with it better than western liberal democracies. Complex reasons why, but many lessons to be learned.
Remember South Korea. It had superb covid record. But when controls came off, covid per capita shot up far above worst seen in the UK, US etc.
Korea coped. Population well vaxed and good health system. With no vax and weak healthcare China would be in deep trouble. 6/
Stark Indo-Pacific reality: no regional arms race, one massive build-up, and a "chasm" between china and the rest.
"In 2014, when Mr Modi took office, Indiaโs defence budget was 23% that of Chinaโs (see chart). It is now 28%." โ
@shashj
Richard Maude on excellent form explaining why China wonโt engage on "guardrails" โ and thus that "competition with guardrails" ain't going to work.
Says AUS + SEA nations et al to call China out on this.
It's behind the paywall. Some quotes ๐งต
The long-term bargain of the CCP was private prosperity and a degree of personal freedom in career, consumption and life in general, in exchange for public loyalty to the CCP..
Zero Covid broke that bargain, by imposing severe restrictions on citizen's private lives. 2/
Modi has 80% approval. Jokowi has about the same. Prabowo just won in a landslide. Marcos is pretty popular too.
What are Asia's leaders doing right, when politicians in rich Western nations are almost universally reviled?
My latest in
@ForeignPolicy
"While the world was distracted by the drama of the U.S. election, Xi quietly unveiled an economic strategy fit for a new Cold War."
My first
@NoemaMag
essay on "dual circulation" โ China's deeply pessimistic vision of future decoupling [1]
"The trend line is only going up. I would not be surprised if India overtakes Brazil soon, and at some point moves past the US too......โ
Piece from me on India's ongoing COVID woes in today's UK Sunday Times, quoting Harvard's
@ashishkjha
.
I don't often disagree with the great
@EdwardGLuce
, but this article he quotes from Steve Biegun seems more than a little overblown.
Indian foreign policy has never claimed to be part of "a fight to defend democracy from authoritarianism". 2/
"Whatever the calculations, misplaced loyalties, or misjudgments.. India is at risk of abdicating its respect as one of the worldโs leading democracies." Strong piece by
@AnjaManuel1
and Steve Biegun on India's UN abstention
@ThePrintIndia
@ShekharGupta
From a former student of mine from Myanmar: "This is not Syria or Yemen. This is the images of Yangon today. After 44 days of
#militarycoup
more than 180 deaths and more than 1800 detained."
Forgive those of us still being sued by Anil Ambani as we rummage around in our cupboards to find the tiniest possible violin with which to great this sad, sad news.......
Good news: Cambodia just reopened to visitors.
The catch: $3k deposit, mandatory testing, 24-hour quarantine, $50k worth of insurance. You also pay for 2-week quarantine if you get covid. & if you die you lose half your deposit :-)
Happy holiday!
What horror is this? India is building a network of detention camps to house those likely to be caught out in modis new citizenship push - a state now sadly heading in a similar sinister direction to China's.
Vg visual outline of what is going on here:
This is sad and depressing on communal tension and journalist harassment in India.
"I canโt be a journalist โ we are now enemies of the state. I have to keep a low profile, hide, switch off my phone โ all in an attempt to protect myself against a vindictive regime...."
Prime Minister Modi, is Journalism a crime inย yourย India ? I am writing this for myself and the journalism fraternity in my countryย after the events of the last two weeks. My latest for the Washington Post
Delighted to have handed in the manuscript for my book, The Billionaire Raj, out in UK / US next July, & India in Aug. Here's the cover, just finalized, for the American edition. Pretty sweet, no?
I'm good being bundled up with
@Cold_Peace_
in camp 2 camp here. One minor positive from Ukraine: western govts forced to grapple more precisely and realistically with India's hard-headed calculations of its own interests, a point
@d_jaishankar
has made over recent days.
India's neutrality on Russia's invasion of Ukraine divided Western commentators between the critics and defenders of India's position. I believe the first group can be called the normativists and the second - the realists. I summarise this debate here๐
Social distancing reaches the masthead โ elegant idea from
@DainikBhaskar
, India's largest circulation daily newspaper, and the world's third largest, with 4.3m daily readers. Jai Hind.
Everyone told us it was literally impossible to imagine anyone โ especially someone as "divisive" as Modi โ to win an outright majority.
That just wasn't how India worked any more.
And then โ ๐ฅ boom! ๐ฅ โ this happened:
The best route for the west is to help India out a real security dilemma to do with arms imports, not chiding or punishing, which as
@ashleytownshend
argued may come with unhappy consequences in the Indo-Pacific. 6/
Letโs get something straight: The Quad is not about Ukraine. Period. Itโs about maintaining order and providing public goods in the Indo-Pacific. Fixating on its โ or its members โ stance on Russiaโs indefensible actions is not only missing the point; it weakens the Quad agenda.
Its not subtle, but India's courtship of France over recent days has been impressive to watch.
its a partnership which certainly could grow deeper in future, esp given ๐ซ๐ท eastern Indian Ocean interests.
FWIW India likely to keep playing a somewhat Gaullist role in the quad too.
Spoke with my friend President
@EmmanuelMacron
on the situation in Afghanistan. We also discussed closer collaboration between India and France in the Indo-Pacific. We place great value on our Strategic Partnership with France, including in the UNSC.
True, India has moved slowly / awkwardly during this crisis. Many in India's govt recognise it's close ties to Russia are no longer sustainable. But the problem of the Russian weapon imports it needs to defend against China can't just be wished away. 4/
Brilliant Michael Walton
@bsindia
piece on modi and the threats of crony populism.
"Indiaโs real risk is not that crony populism would fail, but that it would succeed, consolidating a path that is fundamentally a trap, both in terms of social inequalities and long-term growth."
@iainmarlow
This story gets more enjoyable with each reading, from the use of the passive voice โ the door bell "was also rung" โ to the question of what other diplomatic measures India & Pakistan have been be using. Whoopee cushions?
From the excellent
@noahbarkin
on linkedin. I'm bemused by this. After 2 weeks in China I'm pretty much convinced the mainstream European car industry is likely to be killed off by Chinese EV competition. maybe even the premium end too. probably isn't much we can do. Devastating.
Devastating infection maths. Stay at home people.
Normal flu: you infect on average 1.4 people. They each infect 1.4 more. After 10 rounds, 14 people are infected.
Coronavirus: you infect on average 3 people. They each infect 3 more. After 10 rounds, 59,000 people are infected
โIf you are irresponsible enough to think that you donโt mind if you get the flu, remember itโs not about you - itโs about everybody else.โ
Intensive care specialist Professor Hugh Montgomery explains why this coronavirus is different from the ordinary flu.
There is something rather romantic about the lengths India goes to include people in its democracy. But its also clearly a ridiculous waste of money, and one which some kind of postal voting could easily fix.
One interesting question is precisely why Xi refuses to take the MRNA import route, as
@spignal
was asking yesterday.
@DSORennie
wrote interestingly on this last year, noting a range of problems at the state and local level.
.... but still the fact we are talking about it is mind blowing ๐คฏ.
And especially in a 3rd term, where even strong governments โ say like Blair in the UK in 2005 โ are running out of steam.
But having re-written the map in 2014, Modi seems only just to be getting started.
China is very efficient at building these kind of facilities, but it also tells people what might be coming.
After going through years of restrictions, the fact that more and worse is to come could be what is pushing people onto the streets. 4/
China recently sailed by the US to become the world's largest navy by vessels.
This clever interactive before-and-after graphic in my
@ftweekend
Top Gun essay shows just quickly the PLAN caught up. (The US is still the largest by tonnage though.)
Hidden in pt 7 of yesterday's ASEAN Myanmar text - the bloc grants UK "dialogue partner" status.
Might not sound like much but big aim for post brexit UK re SE asia, & a core "tilt" objective.
Tricky politics too, so clever of
@JonLambe
et al to see a way to get it through now.
So President Xi's immediate problem, beyond the unrest, is a lack of good options.
A big COVID wave is coming. His population isn't properly vaccinated. It seems hard to see how he does anything but try to re-establish political control, and control of the streets. 8/8
My sense this anger may also be anticipatory too, as well as accumulated frustration.
If a big COVID spike is coming, people will be worried about lock-down to come that will be required to try and control this covid spike. Think family separation. 3/
.
@AmyKazmin
โ "Back in 1982, Myanmar adopted a citizenship law recognising 8 ethnic groups as โnational racesโ. ... But Rohingya โ a mostly-Muslim population reviled by Burmese as illegal migrants from Bangladesh โ were excluded."
Much looking forward to reading this new
@sissenberg
book from
@ColumbiaGR
on political operatives around the world leading the "day to day fire-fightingโ against an online world awash with lies. I wonder if
@lenirobredo
campaign in ๐ต๐ญ features?
China's per capita death rate still far, far below the west. Few in China, as with countries like Singapore, would support a western-style approach of more freedoms and higher per-capita deaths.
But HK also shows what happens when you take the controls away without good vax. 7/
India now easily the world's most expensive democracy. estimated $9bn spent in recent election (most of it illegally) vs $6bn in 2016 in the US.
Modis BJP leading the spending boom. Alarming to see how much further this could go as India grows richer.
Just landed in LA on the way to a wedding. Slightly bowled over to hear The Billionaire Raj just made the McKinsey /
@FT
book of the year shortlist. Thx to the judges and huge congrats to
@adwooldridge
,
@AnnieLowrey
,
@jeremyheimans
et al - really amazing company to be in. ๐๐
Some v pleasant news - The Billionaire Raj just won
@tatalitlive
Business Book of the Year 2018 in Mumbai tonight. Huge thanks to the judges & award organisers, as well as
@HarperCollinsIN
& everyone else who helped me write the thing. ๐
This is probably one of the best examples of a visual / data led story i've seen from the FT.
"Thousands of mosques have been altered or destroyed as Beijingโs suppression of Islamic culture spreads"
Just up: op-ed from myself and
@ashleytownshend
in
@nytimes
.
"As Chinaโs armed forces grow in strength, sophistication and confidence, U.S.-led military deterrence in the Indo-Pacific is losing its bite."
We suggest ideas for what might help.....
That said, China's ZC policy is sensible response in many ways to the failure to vaccinate โ even with ho hum PRC vaccines โ nearly half of your most vulnerable elderly population.
If China did "freedom day" and cut restrictions, the health crisis would be severe. 5/
An odd thing just happened: the US worked hard behind the scenes over recent weeks to avert a repeat of the Pelosi visit furore, & then didn't really tell anyone โ and so got no credit.
My
@straits_times
latest on the Taiwan Straits crisis that wasn't โ and a short ๐งต
Popped into the ๐ฎ๐ณ embassy in ๐จ๐ณ ๐.
Striking to see what an impressive cast of ambassadors New Delhi has had here in recent years, from EAM
@DrSJaishankar
himself to rock star diplomat-thinkers like
@VGokhale59
,
@NMenonRao
, &
@ShivshankaMenon
. The best of the Indian system.
Tom is being modest. He was one of a few journos who revealed the giant 1MDB scandal which helped to bring down Malaysia's govt yesterday. Great stuff from
@WSJ
, which did great reporting. You should pre-order his book, The Billion Dollar Whale, too!
India's shift west is genuine, as are its concerns about China. Recent events may have the positive side effect of revealing India's core interests as they actually are, and not as many in the West wish them to be. cf
@tanvi_madan
. 5./
๐งต Russian military action against Ukraine will also test Indian foreign policymakers, or at least create serious complications for them โ and not just for the one reason you might think (CAATSA)
Hereโs whyโฆ 1/