Jay's Blogs http://jayshah.posterous.com Islamofascism, Politics, Health & Wellness, Wine & Beer, Technology and Humor posterous.com Tue, 27 Sep 2011 10:25:00 -0700 Rick Perry: Will He, Will He Not? http://jayshah.posterous.com/rick-perry-will-he-will-he-not http://jayshah.posterous.com/rick-perry-will-he-will-he-not

By C J Burton

He knew his audience. In August, Texas Governor Rick Perry convened the Response, a seven-hour prayer rally in Houston. In his drawling sermon, Perry quoted Isaiah and Ephesians. Invoking the prophet Joel, however, drew perhaps the most emotional reaction from his listeners. "Blow the trumpet in Zion," Perry quoted from Joel 2, "declare a holy fast, call a sacred assembly." Knowing murmurs and amens rang out at Reliant Stadium. They loved the message--and the messenger.

The cheers, though, may have had as much to do with what he didn't read as with what he did. The context of Joel 2 is the prophet's call for repentance to avert calamity before "the great and dreadful day of the Lord." The fate of the nation then lies in the hands of the faithful.

By citing Joel, Perry was drawing on imagery familiar to Christian dominionists. Driven in part by the verse in Genesis giving man "dominion over the fish of the sea, and over the fowl of the air, and over every living thing that moveth upon the earth," devoted dominionists believe it their obligation to control (the hard-line term) or influence (the softer version) what are called the "seven mountains" of business, government, media, arts and entertainment, education, family and religion. The more extreme elements of this movement seek conquest and theocracy. Others insist they want only to transform the culture into something more in keeping with God's kingdom of justice and mercy.

Dominionism draws on sundry strands of American Evangelicalism. Bill Bright of Campus Crusade for Christ, a contemporary of Billy Graham's, believed in preparing Evangelical ambassadors for the wider world. After Roe v. Wade, Jerry Falwell and others abandoned their civil-rights-era aversion to politics and hurled themselves into the nation's partisan wars. Add a theology of witness and evangelism--a key text for dominionists is a literal reading of Jesus' Great Commission to his apostles to go to make disciples of "all nations"--and you wind up with a theologically and politically militant culture whose language about their ambitions for authority does not always seem metaphorical.

Such dominionist themes echo those of other schools of Christian thought that argue that the laws of civil society should be biblically based. (Imagine courts with the power to enforce the Ten Commandments or punish gays and you get the idea.) A defining text of the cause is by a leading figure in the spread of the Christian homeschooling movement, Rousas John Rushdoony, who published The Institutes of Biblical Law in 1973; a popular dominionist vehicle is the Call ministry, led by Lou Engle, who has played prominent roles in anti-gay measures in California and Uganda.

There is an ironic dynamic at work: the traditional religious right's failure to restore public-school prayer or pass an antiabortion constitutional amendment has likely helped fuel the spread of the more extreme dominionist school. With so little to show for its four decades of political engagement, some strains of religious conservatism have become more strident, not less--a reaction, I think, to the defeat of the Falwell--Pat Robertson generation's agenda. For the true believers left behind, it is more comforting, oddly, to think that the right's political difficulties are not about democracy but about demonic possession.

Rick Perry has never said anything to embrace dominionism. A canny politician, he may be able to repeat the successes of Ronald Reagan, who managed to win Evangelical votes without many tangible concessions. Perry seems more interested in waging war against Mitt Romney than against Wagner's satanic spheres of influence. God, Perry said in Houston, "is a wise, wise God, and he's wise enough to not be affiliated with any political party, or for that matter, he's wise enough to not be affiliated with any man-made institutions." That's a text Perry should keep close to heart.

Evangelicals and politics is a given in America. What is new in the 2012 race is the emergence of the New Apostolic Reformation (NAR), which was named by C. Peter Wagner, a Colorado Springs--based minister who writes books with titles like Dominion! How Kingdom Action Can Change the World and believes the world is in the grip of evil. Even the Capitol--or at least the Democratic side of it--is considered under demonic control. The NAR's mission: to achieve dominion over the darkness through Christian activism in politics and beyond. (It's no surprise that Mormons and Jews don't fare well in this system.) As Wagner sees it, the Lord is calling 21st century apostles like him to do God's will on earth.

As the Texas Observer's Forrest Wilder detailed, several of the figures who organized and headlined Perry's August prayer rally come from the NAR fringe. Alice Patterson, who stood with Perry during his sermon, has written that the Democratic Party is controlled by a "demonic structure."


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Mon, 22 Aug 2011 16:04:00 -0700 Hamas Ends Cease-Fire http://jayshah.posterous.com/hamas-ends-cease-fire http://jayshah.posterous.com/hamas-ends-cease-fire

The militant wing of Hamas, the Izz al-Deen al-Qassam Brigades, called off a de facto cease-fire with Israel on Aug. 19.

 

The group called on “all factions to respond to the Israeli occupation’s crimes.” Earlier on Aug. 19, the militant wing issued a statement saying Israel’s “crimes” against leaders of the Popular Resistance Committees (PRC) and the Palestinian people in general could not be ignored. The statement also said the wing “would remain on the front lines to defend the Gaza Strip and the Palestinian people.” Notably, the earlier statement did not include an announcement formally ending the cease-fire, suggesting that a decision was made by the group’s leadership in the intervening time to escalate matters with Israel.

 

The Hamas statement follows the Aug. 18 attacks near Eilat, Israel, that left eight Israelis dead. Those attacks were met with Israeli airstrikes in the Gaza Strip targeting senior members of the PRC, an umbrella organization linked to Hamas (the latter occasionally relies on the former as a front group to carry out attacks while trying to maintain plausible deniability). The Israel Defense Forces (IDF) attacks targeted and killed at least four prominent members of the PRC, including the head of the group, Kamal Nirab, the man Israeli security agency Shin Bet claimed had personally directed and planned the Eilat attacks.


The question of who carried out the Aug. 18 Eilat attacks is the most important factor in determining what could come next in the Israeli-Palestinian conflict. A number of questions remain. Under the situation, there could be three possible scenarios.


The first is that the Eilat attacks were the work of Salafist-jihadists who have demonstrably strengthened their foothold in Egypt’s Sinai Peninsula since a political crisis broke out in Egypt in January. There has long been a Salafist-jihadist presence in the Sinai operating under the protection of Bedouin tribes, but the past several weeks in particular have been marked by a notable uptick in jihadist activity in this region. A previously unknown al Qaeda franchise group calling itself al Qaeda in the North Sinai proclaimed its existence in early August and was believed to have been behind a series of attacks on the El Arish natural gas pipeline from Egypt to Israel as well as on Egyptian security forces and police stations. Such groups, which have declared themselves as competitors to Hamas in the Palestinian Islamist landscape, would have a strategic interest in creating a crisis between Egypt and Israel. The Eilat attacks therefore fit the agenda of the re-emerging Salafist-jihadist groups operating in the Sinai.


The second theory is that the Eilat attacks were the work of Hamas, possibly through a front organization such as the PRC or in cooperation with Sinai-based militants, as Shin Bet claims. If Hamas were involved in the Eilat attack, the intent could have been to build some plausible deniability by praising the attack but refusing to claim responsibility, then making Israel appear the aggressor after the IDF attacked Gaza with the airstrikes. At that point, Hamas would feel justified in calling off the cease-fire, paving the way for an escalation with the IDF in the lead-up to the September U.N. vote on Palestinian statehood. If the vote fails, Hamas would want to make itself appear as the true resistance committee while its secular rival, Fatah, struggles to build support through political channels at the United Nations. If this is indeed Hamas’ intent, there is potential for more attacks and for Israel to feel compelled to deploy forces to Gaza, where Hamas and its allies would have a target set for intifada-like violence.


A third possibility is that the attacks were engineered by Salafist-jihadist groups with the knowledge and urging of Hamas. It could even be that elements within Hamas were involved while the leadership was unaware.


It remains unclear which of these scenarios is the case, or if the developments over the past two days are the result of fracturing within the Hamas ranks and Hamas’ inability to control its traditional proxies. Given the airstrikes on senior PRC commanders, it would not be unusual for Hamas to proclaim an end to a cease-fire with Israel as a way to save face when it is coming under attack and feels compelled to respond. The main question is whether Hamas was surprised by the Eilat attacks, and is thus more likely to cooperate behind the scenes with Egypt to contain the situation while tensions flare in the short term with Israel, or if Hamas played a role in the Eilat attacks and is intent on provoking Israel into another major round of hostilities.

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Sun, 27 Mar 2011 11:58:00 -0700 How Military Trade Could Energize U.S.-Indian Relations http://jayshah.posterous.com/how-military-trade-could-energize-us-indian-r http://jayshah.posterous.com/how-military-trade-could-energize-us-indian-r
This following article is based on the book “Arming without Aiming: India’s Military Modernization” by Sunil Dasgupta and Stephen Cohen.

During his visit to India last year, Obama announced that the United States would sell $5 billion worth of U.S. military equipment to India, including ten Boeing C-17 military transport aircraft and 100 General Electric F-414 fighter aircraft. Although the details are still being worked out, these and other contracts already in the works will propel the United States into the ranks of India's top three military suppliers, alongside Russia and Israel. With India planning to buy $100 billion worth of new weapons over the next ten years, arms sales may be the best way for the United States to revive stagnating U.S.-Indian relations.

Even as nonmilitary trade and investment and social and cultural ties between India and the United States have advanced in recent years, Washington remains of two minds about its relationship with New Delhi. In 2005, U.S. President George W. Bush granted India an unprecedented nuclear deal, offering to assist India's civilian nuclear program in contravention of the Nuclear Nonproliferation Treaty. The nuclear deal convinced many Indians that the United States could be a viable long-term partner. Bush's adamant resistance to Chinese and international nonproliferation advocates' pressure to abandon the deal cemented his status in India, as did his rebuffs of Pakistani demands for similar treatment.

Convinced that the domestic political price of friendship with the United States was worth paying, the Indian government began in 2005 to make concessions to U.S. foreign policy priorities. It sharply cut back its official assessments of terrorist activity in Kashmir and of infiltration from Pakistan. With tensions immediately lower between India and Pakistan, the United States was able to push Pakistan to focus on the Taliban. In particular, the Pakistani army moved more troops from its eastern border with India to its western border with Afghanistan. And the same year, the Indian government even entered into secret talks with Pakistan to work out a permanent settlement on Kashmir. (The talks failed, however, when Pakistani President Pervez Musharraf's government imploded in August 2008, and they never got back on track after the November 2008 terrorist attack on Mumbai.)

Since coming to power, the Obama administration has shifted course, partly on the grounds that Bush gave India too much, especially in regard to the nuclear deal. The Obama administration wants greater reciprocity -- including Indian support for U.S. policies on global energy and trade, India's granting of more freedom of action in Afghanistan and Pakistan, and weapons contracts for U.S. firms. Obama also wants to develop ties more incrementally. One reason is that his administration's primary interest in the region is stabilizing Afghanistan and Pakistan.

The Obama administration has argued that the long-term U.S.-Indian alignment implied by the nuclear deal made Pakistan both more ambivalent about fighting the Taliban and more intent on building up its forces against India; after 2005, Pakistan increased its missile material production, fabricated more nuclear devices, and raised new missile forces. Still, in India's eyes, the Obama administration has seemingly rewarded Pakistan for its behavior. For example, the late Richard Holbrooke, who was U.S. special representative for Afghanistan and Pakistan, continually sought greater Pakistani involvement in finding a political solution in Afghanistan. For India, the more Pakistan is involved in stabilizing Afghanistan, the likelier it is that the Afghan government will become a proxy of Pakistan.

Obama's two years of trying to bring Pakistan on board with Washington's plans has led only to frustration and has highlighted the importance of renewing cooperation with India in order to make progress on Afghanistan. Recently, the Obama administration started holding talks with India on counterterrorism and civilian space cooperation. But as long as Washington is unwilling to grant India special privileges, it will not be able to turn endless discussions into genuine cooperation.

WEAPONS OF MASS CONSTRUCTION
During the Cold War, India got most of its military equipment from Moscow, with which it enjoyed strong ties. But even after the Cold War, India has preferred Russian goods, and Moscow remains India's top military supplier. Equipment from Russia is generally cheaper than that from the West, especially the United States. Russia does not insist on end-use monitoring agreements, which the United States requires, nor has it asked for policy coordination. This suits India, a country that greatly values foreign policy autonomy and has been leery of political conditions on arms sales since 1965, when Washington cut off weapons supplies to India after war broke out between India and Pakistan. India's defense establishment has had a residual distrust of the United States ever since. Russia has also been generous with nuclear technology -- it even leased a nuclear submarine to India in 2010. And Russian military suppliers enjoy strong relationships with the Indian military establishment and its research agency, the Defense Research and Development Organization, relationships that were developed during the Cold War. In 2006, the DRDO and a Russian venture jointly developed the BrahMos cruise missile -- a supersonic missile that combines Russian propulsion technology and new Indian guidance technology -- one of India's most successful military research projects to date. Although the quality of Russia's equipment has lagged behind that of the West's, until recently, the savings were worth it to India.

But now, after a decade of rapid economic growth that fattened India's military budgets, the Indian armed forces have set their sights on buying a range of new weapons, from traditional machinery, such as tanks, ships, and aircraft, to the most advanced innovations, such as unmanned aerial vehicles and the technology for electronic warfare. And India is increasingly turning to Israeli and Western suppliers, especially since its ties with Russian sellers started souring in early 2010, when the Russians forced a repricing of the aircraft carrier Admiral Gorshkov from $1 billion to $2.3 billion.

Israel has satisfied some of India's thirst for newer items, especially electronic warfare technology and precision-guided munitions. The Indian-Israeli arms trade amounts to more than $2 billion annually, and Israel has become India's number two military supplier. Like Russia, it offers India access to military equipment without imposing political conditions, and Israeli firms have also been able to woo the DRDO with offers of joint development of high-tech weaponry. Western firms are also increasingly competing for Indian military contracts. In 2004, the British company BAE Systems won a deal to sell advanced jet trainers to the Indian Air Force. In 2007, India paid the United States $50 million for the amphibious USS Trenton, and in 2009, Boeing won a $2 billion order for eight P-8 maritime reconnaissance aircraft and Lockheed Martin won a $1 billion contract for six C-1301J transport aircraft. Together with Obama's recent offer to sell C-17 and F-414 aircraft, these deals have put the United States on the path to becoming one of India's most important suppliers.

The biggest prize on the Indian military market today is a $10-$12 billion contract for the 126 multirole combat aircraft India wants to buy. Currently, Boeing's F-18 Super Hornet and Lockheed Martin's F-16 are in the running, alongside the Eurofighter Typhoon (developed by three European companies), the French Rafale, the Swedish Gripen, and the Russian MiG-35. Just as the Soviet Union gained a long-term foothold in the Indian market by selling the first MiG fighters to New Delhi in the 1960s, the supplier who wins this contract will gain a major advantage because it will be responsible for maintaining and supporting the aircraft over their lifetimes. This deal presents a tremendous opportunity to solidify U.S.-Indian ties.

KINKS IN THE WORKS
The United States clearly has the technological edge to win Indian military contracts, but the U.S. law banning the transfer of technologies that have military uses is a major stumbling block. India's leaders have made it clear that if they purchase machinery from the United States or U.S.-based firms, they expect to be granted access to the manufacturing processes and technology behind it. On the other side, the U.S. government would have to overcome significant legal hurdles to allow technology transfers to India. There are questions about whether technology transfers would actually motivate India to make the political concessions the United States seeks and worries that Washington would have to keep offering more and more to secure Indian friendship in the future. The Obama administration is apprehensive that getting too close to India would jeopardize U.S. objectives in Afghanistan and Pakistan, especially if the Indian military were to use equipment it received from the United States against Pakistan. Even U.S. companies, which hope to profit from India's military market, are reticent about sharing their prize technologies.

India and the United States have started to make the political concessions necessary to expand their military trade, but they will need to go further. In 2009, India's leaders signed an end-use monitoring agreement that would allow U.S. representatives to periodically inspect and inventory items transferred to India -- and they did so despite criticism that the agreement's terms eroded India's sovereignty. During his visit to India in November, Obama promised to lift some export-control restrictions on India and to remove some restrictions on trade with India's space and military research agencies.

But some major obstacles remain. For one, India needs to fix its broken procurement system. Although the Indian Ministry of Defense has issued a series of new military procurement guidelines in the last few years, transparency, legitimacy, and corruption problems continue to plague the process. Indian law also requires foreign suppliers to source components and invest in research and development in India, while prohibiting them from creating wholly owned or majority-owned subsidiaries in the country. These two provisions are intended to ensure that the technology used by foreign suppliers will eventually be transferred to Indian companies. But the U.S. government and U.S. companies would not agree to this unless the U.S. law governing technology transfers were relaxed and India began to guarantee the protection of intellectual property rights.

The new nuclear liability bill that India passed in August will also have a chilling effect on U.S.-Indian military trade. It holds foreign suppliers responsible for accidents at nuclear power plants for up to 100 years after the plants' construction. The law applies to companies that supply equipment to the contractors building the reactors, even if these companies do not have a physical presence in India. Progress on the construction of any new reactors under the U.S.-Indian nuclear deal will almost certainly be slowed by this law, as U.S. companies seek to protect themselves from liability.

Given India's deep belief in the importance of technology for its national development and the conflicting need to manage Pakistan's concerns about India's growing military power, the United States should engage in joint efforts with India to develop new technologies but limit these efforts to projects that will bear fruit only in ten to 20 years. The United States can get around its own legal restrictions on technology transfers by pursuing such ambitious long-term projects, because if a technology does not currently exist, U.S. law does not protect it. Winning the contract to supply 126 multirole aircraft would be another major opportunity. Not only would the United States gain a huge foothold in the Indian military market; it could also channel any offset money it is required to invest in India into joint development projects. Already, General Electric, Microsoft, and other U.S. firms run sophisticated research and development centers in India. Partnering with Indian firms to develop new technology is a logical next step.
So far, however, the Obama administration has not wanted to think big and seriously consider joint technology development. This is a mistake. Short-term differences between India and the United States caused their estrangement during the Cold War. A similar rift now would not be in the long-term interest of either country.  

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Sat, 26 Mar 2011 14:47:26 -0700 Israel's Catch 22 http://jayshah.posterous.com/israels-catch-22 http://jayshah.posterous.com/israels-catch-22

 

Israel is a small country, demographically outnumbered by its neighbors and thus unable to field an army large enough to sustain long, high-intensity conflicts on multiple fronts. Israeli national security therefore revolves around a core, strategic need to sufficiently neutralize and divide its Arab neighbors so that a 1948, 1967 and 1973 scenario can be avoided at all costs. After 1978, Israel had not resolved, but had greatly alleviated its existential crisis. A peace agreement with Egypt, ensured by a Sinai desert buffer, largely secured the Negev and the southern coastal approaches to Tel Aviv. The formalization in 1994 of a peace pact with Jordan secured Israel’s longest border along the Jordan River. Though Syria remained a threat, by itself it could not seriously threaten Israel and was more concerned with affirming its influence in Lebanon anyway. Conflicts remain with the Palestinians and with Hezbollah in Lebanon along the northern front, but these do not constitute a threat to Israeli survival.

The natural Israeli condition is one of unease, but the past three decades were arguably the most secure in modern Israeli history. That sense of security is now being threatened on multiple fronts.

To its west, Israel risks being drawn into another military campaign in the Gaza Strip. A steady rise in rocket attacks penetrating deep into the Israeli interior over the past week is not something the Israeli leadership can ignore, especially when there exists heavy suspicion that the rocket attacks are being conducted in coordination with other acts of violence against Israeli targets: the murder of five members of an Israeli family in a West Bank settlement less than two weeks ago, and the Wednesday bombing at a bus station in downtown Jerusalem. Further military action will likely be taken, with the full knowledge that it will invite widespread condemnation from much of the international community, especially the Muslim world.

The last time Israel Defense Forces went to war with Palestinian militants, in 2008/2009, the threat to Israel was largely confined to the Gaza Strip, and while Operation Cast Lead certainly was not well received in the Arab world, it never threatened to cause a fundamental rupture in the system of alliances with Arab states that has provided Israel with its overall sense of security for the past three decades. This time, a military confrontation in Gaza would have the potential to jeopardize Israel’s vital alliance with Egypt. Hamas, the Palestinian Islamic Jihad (PIJ) and others are watching Egypt’s military manage a shaky political transition next door. The military men running the government in Cairo are the same men who think that maintaining the peace with Israel and keeping groups like Hamas contained is a smart policy, and one that should be continued in the post-Mubarak era. The Egyptian Muslim Brotherhood, part of an Islamist movement that gave rise to Hamas, may have different ideas about the treaty; it has even indicated as much during the political protests in Egypt. An Israeli military campaign in Gaza under the current conditions would be fodder for the Muslim Brotherhood to rally the Egyptian electorate (both its supporters and people who may otherwise vote for a secular party) and potentially undermine the credibility of the military-led regime. With enough pressure, the Islamists in Egypt and Gaza could shift Cairo’s strategic posture toward Israel. This scenario is not an assured outcome, but it is likely to be on the minds of those orchestrating the current offensive against Israel from the Palestinian territories.

To the north, in Syria, the minority Alawite-Baathist regime is struggling to clamp down on protests in the southwest city of Deraa near the Jordanian border. As Syrian security forces fired on protesters who had gathered in and around the city’s main mosque, Syrian President Bashar al Assad, like many of his beleaguered Arab counterparts, made promises to order a ban on the use of live rounds against demonstrators, consider ending a 48-year state of emergency, open the political system, lift media restrictions and raise living standards – all promises that were promptly rejected by the country’s developing opposition.

The protests in Syria have not reached critical mass due to the relative effectiveness of Syrian security forces in snuffing out demonstrations in the key cities of Damascus, Aleppo, Homs and Hama. Moreover, it remains to be seen if the Syrian Muslim Brotherhood, which led a violent uprising beginning in 1976 aiming to restore power to the Sunni majority, will overcome its fears and join the demonstrations in full force. The 1982 Hama crackdown, in which some 17,000 to 40,000 people were killed, forced what was left of the Muslim Brotherhood underground and is still fresh in the minds of many.

Though Israel is not particularly keen on the al Assad regime, the virtue of the al Assads, from the Israeli point of view, is their predictability. A Syria more concerned with wealth and exerting influence in Lebanon than provoking military engagements to its south, is far more preferable than the fear of what may follow. Like in Egypt, the Muslim Brotherhood branch in Syria remains the single largest and most organized opposition in the country, even though it has been severely weakened since the massacre at Hama.

To the east, Jordan’s Hashemite monarchy has a far better handle on its political opposition (the Muslim Brotherhood (MB) in Jordan is often referred to as the “loyal opposition” by many observers in the region,) but protests continue to simmer there and the Hashemite dynasty remains in fear of being overrun by the country’s Palestinian majority. Israeli military action in Gaza could also be used by the Jordanian MB to galvanize protesters already prepared to take to the streets.

Completing the picture is Iran. The wave of protests lapping at Arab regimes across the region has created an historic opportunity for Iran to destabilize its rivals and threaten both Israeli and U.S. national security in one fell swoop. Iranian influence has its limits, but a groundswell of Shiite discontent in eastern Arabia along with an Israeli war on Palestinians that highlights the duplicity of Arab foreign policy toward Israel, provides Iran with the leverage it has been seeking to reshape the political landscape. Remaining quiet thus far is Iran’s primary militant proxy, Hezbollah, in Lebanon. As Israel mobilizes its forces in preparation for another round of fighting with Palestinian militants, it cannot discount the possibility that Hezbollah and its patrons in Iran are biding their time to open a second front to threaten Israel’s northern frontier.

It has been some time since a crisis of this magnitude has built on Israel’s borders, but this is not a country unaccustomed to worst case scenarios.

 

 

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Wed, 09 Mar 2011 16:57:37 -0800 Oil & Turmoil http://jayshah.posterous.com/oil-turmoil http://jayshah.posterous.com/oil-turmoil
With political unrest spreading across the Middle East and North Africa, 2011 might turn out to be as momentous a year for the global geopolitics of oil as was 1971. Many of the factors behind the current protests -- high unemployment, large income disparities, rising costs of living (especially for food), and ruling gerontocracies and kleptocracies -- have their roots in the emergence of the region's petro-states, a process that was cemented that year.

In 1971, the oil-producing countries of the Arab world tried to shift the balance of power between themselves and Western oil companies and consumers. Libya -- negotiating on behalf of itself and Algeria, Iraq, and Saudi Arabia -- declared that they, and not foreign companies, would set the price of oil flowing into Europe. As a result, prices to Europe, the main market at the time for traded oil, increased by 35 percent overnight. At the same time, members of the Organization of Petroleum Exporting Countries (OPEC) raised taxes on oil companies from 50 percent or less to as much as 80 percent. Also in 1971, Libya nationalized BP's oil concession in the country, and Algeria nationalized 51 percent of the French company CFP's operations.
That same year, the United States pulled out of the Bretton Woods system and moved away from the gold standard, effectively devaluing the dollar; OPEC, whose oil receipts are denominated in dollars, compensated by raising prices. Meanwhile, Libya began to use what Muammar al-Qaddafi, who had taken power in 1969, called his country's "oil weapon" against the West. The nation reduced its output from 3.35 million barrels a day in 1970 to 2.25 million by 1972, dropping even further to 1.6 million in 1973, when the Arab countries invoked an oil embargo in order to raise prices and revenue. In short, 1971 marked the beginning of a new era.

The oil trade that followed was marked by inherent conflict. As one OPEC country after another nationalized its oil industry, the integrated nature of the global oil trade, in which the international majors owned everything from the wellhead to the means of wholesale delivery, began to fall apart. Companies started looking elsewhere for oil, but with less success now that they no longer enjoyed easy access to low-cost supplies.

Oil pricing became a zero-sum game: every rise in prices benefited producers at the cost of consumers, and every reduction in price benefited consumers at the expense of producers. Producers grew skeptical of markets and saw an array of potential plots against them, from consumer taxes on gasoline to efforts to replace oil with natural gas and renewable energy sources. And they blamed speculators rather than their own production levels for higher prices. Governments that came to rely on oil revenues grew unwilling to share the gains, at least at first, with their populations -- a trend that came to be known as the "resource curse."

Then the price of oil began a nearly two-decade slide. Between 1981 and 1985, the price of oil fell from $35 a barrel to $10, and then stabilized at around $20 a barrel for much of the 1990s (although it did plunge once again in 1998 to $10). Over the same period, the populations of OPEC countries started to mushroom, as both life expectancy and fertility rates rose. With oil revenues falling and populations growing, per capita income began to decline. Yet governments did little to diversify their economies; in fact, oil-producing states did not begin to invest in diversification and increase spending on social welfare until the spectacular rise in oil prices. (Other oil producers, Libya among them, did not even try.)

This neglect contributed to the many factors underlying the current wave of civil unrest, especially to the region's stagnant incomes and unemployment rates. Now, with the contagion spreading to the oil-congested area of the Arabian Peninsula and Persian Gulf, the likelihood of an oil apocalypse is no longer implausible: in such a scenario, domestic upheaval would bring civil strife and violence, which in turn would lead to a reduction or cessation of oil production. A true apocalyptic scenario would see these events take place in major producers such as Saudi Arabia.

To date, unrest in Egypt has led to a limited and localized disruption in energy supplies from or through the country. Egypt is a modest exporter of natural gas, both through shipments of liquefied natural gas by sea and via pipeline to neighboring Israel, Jordan, Syria, and Lebanon. An explosion in early February on the major Egyptian pipeline in the North Sinai disrupted flows to neighboring countries for a short while. (It remains unclear if the explosion was an act of sabotage or an accident.) But even more important, neither the Suez Canal (through which about nine percent of total global trade, including oil, flows) nor the Sumed pipeline (which brings about 1.5 million barrels of oil a day from the Red Sea to the Mediterranean) have been disrupted.

The ongoing violence in Libya has had a more consequential impact on oil prices. To date, some 750,000 barrels a day of Libyan crude oil have been lost; Saudi Arabia claims to have replaced all of that supply. But Libyan and Saudi oil are not interchangeable. Libya's crude oil is known for its high quality: most of the 1.5 million barrels a day that the country produces is light and sweet, which means it is low in sulfur (hence its "sweet" smell) and is easily refined into high-demand petroleum products such as gasoline and diesel fuel. Only 25 percent of global crude is of similar quality; the loss of Libyan crude represents about nine percent of that pool. Saudi oil, however, is heavy and sour, making it -- at best -- an imperfect substitute for Libyan supply. Moreover, the Libyan export market is concentrated in the Mediterranean, with oil going mainly to Italy, France, Spain, Switzerland, and Germany. Thus, compared to oil from most Middle Eastern countries, the loss of Libyan oil has an especially pronounced effect.

Political unrest has spread to neighboring Algeria, whose crude oil is also light and sweet. Together, Libya and Algeria produce close to 2.7 million barrels of oil and natural gas a day. This is a significant figure: for comparison, Iran and Yemen, two other energy-producing countries undergoing domestic turmoil, supply 2.4 million barrels a day.

Civil demonstrations have also cropped up in Bahrain, a small country that is a bridge away from Saudi Arabia's Shia-dominated Eastern Province, the site of most Saudi oil production and reserves. Similarly, Oman has witnessed mass protests, and activists in Saudi Arabia are calling for them, too. The specter of political turmoil in the Gulf countries raises fears over the disruption of oil supply at the Strait of Hormuz, through which about one-third of the global seaborne oil trade flows, carried by 30 large tankers a day. More than 75 percent of all oil consumed in Asia travels this route.

Two issues of concern about Saudi Arabia have arisen. The first is the protection of its oil facilities, including major oil and gas separation plants and transit points, from terrorist attacks. The second is whether the country really can, as it has claimed, produce 12.5 million barrels a day, about 4.5 million above its OPEC quota. For every barrel of oil Saudi Aramco produces to replace lost crude oil from Libya or elsewhere, Saudi Arabia has a barrel less of spare capacity. The possibility of price spikes in the future is directly correlated to fears that Saudi Arabia does not actually have this level of spare capacity.

The many domestic factors that have led to the recent turmoil across the region are not going to disappear in 2011. Virtually no oil-producing country in the region has been able to diversify its economy away from oil. Almost all are seeing domestic oil consumption rising rapidly as governments subsidize gasoline, diesel, and power in an attempt to deliver material well-being to their citizens. Cheap energy is critical to the legitimacy of these regimes, making price spikes politically difficult. So far, only Iran has been able to raise domestic gasoline prices -- and that is only because of its lack of refining capacity and the squeeze of the U.S.-led embargo on gasoline deliveries to the country. Oil consumption within the Gulf countries rose from 4.8 million barrels a day in 2000 to 7.8 million in 2010, eroding exports and raising the minimum price of oil needed for oil-producing states to break even on their extraction and production costs. As a result, those states dependent on oil from the region are facing troubling prospects: a near-term loss of supply due to the current disruption and a longer-term loss of supply due to growth in domestic consumption.

 

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http://posterous.com/images/profile/missing-user-75.png http://posterous.com/users/4aGahWWU2bUR Jay Shah jayshah Jay Shah
Mon, 28 Feb 2011 20:52:00 -0800 al-Qaeda: Future Outlook http://jayshah.posterous.com/al-qaeda-future-outlook http://jayshah.posterous.com/al-qaeda-future-outlook

Although opening a regional branch and acquiring franchises has reinforced the position of al Qaeda and its ability to present itself as both the senior and the most capable Islamist militant group, it approaches new mergers warily. Al Qaeda learned a lesson about overreach in 2006, when it attempted to bring splinter groups from the Egyptian Islamic Group and the Libyan Islamic Fighting Group under its umbrella. In an ill-calculated move, it portrayed the joining of the splinter factions as formal mergers with al Qaeda, which elicited heavy criticism from both groups' leaders, who opposed unification with al Qaeda. This criticism has, however, minimally impacted al Qaeda's appeal with its target audience -- those already radicalized to its cause but not yet part of the organization -- and other groups still seek to join under al Qaeda's banner. Al Qaeda is nonetheless wary of attracting criticism from other militants, so it is reticent to accept groups that have not demonstrated unified leadership within their areas of operation.

Al Shabab, a Somali militant group, has openly declared its allegiance to bin Laden in an effort to join al Qaeda as a franchise. But infighting between al Shabab and another group with historical ties to al Qaeda, Hizbul Islam, has thus far kept al Qaeda from accepting al Shabab. Recent reports that Hizbul Islam and al Shabab have unified may see a change in al Qaeda's position. Due to the significant ties between AQAP and al Shabab, any future merger would likely be negotiated with AQAP's assistance.

Should al Shabab's popularity with foreign fighters continue to rise, and the group become more active in external operations planning, al Qaeda's hand may be forced. In 2009, a small group of Australian extremists (mostly of Somali descent) sought the permission of al Shabab leaders to carry out an attack in Australia. Although the plot was foiled, al Qaeda views this type of extraregional activity as potential brand competition. If al Shabab carries out a successful attack somewhere in the West, al Qaeda might more quickly move to bring the group under its umbrella, in order to control al Shabab's projection of power.

With the exception of al Shabab, al Qaeda is unlikely to acquire any new subsidiaries in the immediate future. It largely ignores Southeast Asia, despite the ongoing efforts of Islamist militants there to reach out to the organization. Al Qaeda was once linked to a splinter group of the Indonesian organization Jemaah Islamiyah, but Jemaah Islamiyah has since been decimated by Indonesian counterterrorism efforts. Should ties again be strengthened between al Qaeda and Indonesian militants -- many of whom are now coalescing around a relatively new group, Jamaah Ansharut Tauhid -- the relationship would likely be limited to material support. A training group dubbed "al Qaeda in Aceh," which was linked to Jamaah Ansharut Tauhid, adopted the al Qaeda name without formal permission and probably as a means of attracting material support. Jamaah Ansharut Tauhid has its own robust and regionally focused manhaj, making a formal merger unlikely.

In Lebanon, meanwhile, after several failed attempts to gain influence over groups there and in the broader region, al Qaeda seems to have settled for working with a group active in the area. The Abdullah Azzam Brigades, which are led by Saleh al-Qarawi, a senior figure with links to AQAP, AQI, and al Qaeda's core, are reportedly based in Lebanon but have a wide operational ambit in the broader region. The group has regional autonomy but ultimately answers to the central al Qaeda organization for strategic direction. Given the inability of the group to gain dominance in the region, it is unlikely to become an official franchise.

In the near term, aside from any efforts to bring al Shabab on board, al Qaeda is likely to focus on its existing subsidiaries. As it comes under continued pressure in Pakistan, al Qaeda will primarily focus on making sure that the centralization of the organization's actions is maintained through the external operations carried out by its subsidiaries and that the subsidiaries stay on message. Doing so will ensure that in the event the central leadership suffers greater losses, al Qaeda will have alternative means to project power and maintain influence.

Because al Qaeda will continue to encourage its branch and franchises to carry out attacks and will continue to use the reactions they provoke to pursue its goals, it is important that the strategic picture of al Qaeda accurately reflect the organization's broad operating dynamics instead of wishful thinking about the central organization's degraded capacity. A large attack tomorrow orchestrated by the central leadership would prove wrong any assessments of diminished capabilities. Meanwhile, the enduring goals that drive al Qaeda's strategies and tactics, which have allowed the group to expand during the past decade of war, continue to be overlooked. Until al Qaeda's interaction with its branch and franchises is better comprehended and taken into consideration, assessments of its capacity and organizational health will continue to fall short.

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http://posterous.com/images/profile/missing-user-75.png http://posterous.com/users/4aGahWWU2bUR Jay Shah jayshah Jay Shah
Mon, 28 Feb 2011 20:45:00 -0800 Evolution of al-Qaeda and How it Works http://jayshah.posterous.com/evolution-of-al-qaeda-and-how-it-works http://jayshah.posterous.com/evolution-of-al-qaeda-and-how-it-works

Despite nearly a decade of war, al Qaeda is stronger today than when it carried out the 9/11 attacks. Before 2001, its history was checkered with mostly failed attempts to fulfill its most enduring goal: the unification of other militant Islamist groups under its strategic leadership. However, since fleeing Afghanistan to Pakistan's tribal areas in late 2001, al Qaeda has founded a regional branch in the Arabian Peninsula and acquired franchises in Iraq and the Maghreb. Today, it has more members, greater geographic reach, and a level of ideological sophistication and influence it lacked ten years ago.

Still, most accounts of the progress of the war against al Qaeda contend that the organization is on the decline, pointing to its degraded capacity to carry out terrorist operations and depleted senior leadership as evidence that the group is at its weakest since 9/11. But such accounts treat the central al Qaeda organization separately from its subsidiaries and overlook its success in expanding its power and influence through them. These groups should not be ignored. All have attacked Western interests in their regions of operation. Al Qaeda in the Arabian Peninsula (AQAP) has also long targeted the United States, but its efforts have moved beyond the execution stage only in the last two years, most recently with the foiled plot to bomb cargo planes in October 2010. And although al Qaeda in the Islamic Maghreb (AQIM) has not yet attacked outside its region, al Qaeda in Iraq (AQI) was reportedly involved in the June 2007 London and Glasgow bomb plots.

It is time for an updated conception of al Qaeda's organization that takes into account its relationships with its subsidiaries. A broader conceptual framework will allow for a greater understanding of how and to what degree it exercises command and control over its expanded structure, the goals driving its expansion strategy, and its tactics.

AL QAEDA'S LOST DECADE

Although al Qaeda had tried to use other groups to further its agenda in the 1980s and early 1990s, Osama bin Laden's first serious attempts at unification began in the mid-1990s, when the organization was based in Sudan. Bin Laden sought to build an "Islamic Army" but failed. Al Qaeda had no ideology ormanhaj (program) around which to build lasting unity, no open front of its own to attract new fighters, and many of its members, dissatisfied with "civilian work," had left to join the jihad elsewhere. Faced with such circumstances, bin Laden instead relied on doling out financial support to encourage militant groups to join his army. But the international community put pressure on Sudan to stop his activities, and so the Sudanese government expelled al Qaeda from the country in 1996. As a result, the group fled to Afghanistan.

By mid-1996, al Qaeda was a shell of an organization, reduced to some 30 members. Facing irrelevance and fearing that a movement of Islamist militants was rising outside of his control, bin Laden decided a "blessed jihad" was necessary. He declared war on the United States, hoping this would attract others to follow al Qaeda. It did not. A second effort followed in 1998, when bin Laden unsuccessfully used his newly created World Islamic Front for Jihad Against Jews and Crusaders to lobby other groups to join him. Later that year, al Qaeda launched its first large-scale attacks: the bombings of the U.S. embassies in Kenya and Tanzania, which it hoped would boost its fortunes. But these, too, failed to attract other groups to join, with some instead criticizing al Qaeda for the attacks and its lack of a legitimate manhaj.

With no coherent ideology or manhaj to encourage unification under his leadership, bin Laden instead pursued a predatory approach. He endeavored to buy the allegiance of weaker groups or bully them into aligning with al Qaeda, and he attempted to divide and conquer the stronger groups. In the late 1990s, he tried and failed to gain control over the Khalden training camp, led by the militants Ibn al-Shaykh al-Libi and Abu Zubaydah, and over the activities of Abu Musab al-Suri and Abu Khabab al-Masri, senior militant figures who ran their own training programs. Bin Laden's attempts in 1997-98 to convince Ibn al-Khattab, a Saudi militant who led an international brigade in Chechnya, to come under al Qaeda's banner also failed. His efforts in 2000-2001 to gain control over a brigade of foreign fighters in Afghanistan met a similar fate: the Taliban leader Mullah Omar, who had supreme authority over the brigade, instead handed the leadership of it to the Islamic Movement of Uzbekistan, another group bin Laden was attempting to convince to align with al Qaeda. Around the same time, bin Laden also unsuccessfully lobbied the Egyptian Islamic Group and the Libyan Islamic Fighting Group to join al Qaeda's efforts. And although al Qaeda supported the militant Abu Musab al-Zarqawi in his establishment of an independent training camp in Afghanistan, bin Laden was unable to convince him to formally join the organization.

The only real success during this period was al Qaeda's mid-2001 merger with Egyptian Islamic Jihad, led by Ayman al-Zawahiri, now al Qaeda's second-in-command. The merger was possible thanks to Egyptian Islamic Jihad's weakened position and its reliance on bin Laden for money. The decision was nevertheless contentious within Egyptian Islamic Jihad, and several of its members left rather than join with al Qaeda. In the end, al Qaeda's only successful merger during its Afghanistan years added just five people to its core membership. Compared to this dismal record, the past decade has been highly successful.

By 2001, al Qaeda still had no formal branches or franchises. Its membership included a core of just under 200 people, a 122-person martyrdom brigade, and several dozen foot soldiers recruited from the 700 or so graduates of its training camps. These numbers made al Qaeda among the strongest of the 14 foreign militant groups operating in Afghanistan, yet there was little unity among them. Relations were characterized by doctrinal debate on issues such as the legitimacy of fighting alongside the Taliban or recognizing Mullah Omar as "commander of the faithful." The lack of unity further hampered bin Laden's efforts to gain influence and control.

MERGERS AND ACQUISITIONS

His predatory approach to unification having failed, bin Laden sowed the seeds of a new strategy. He concluded that al Qaeda could force unity among foreign militants and draw in new followers by carrying out "mass impact" attacks against the United States. The 9/11 attacks were designed to incite an armed retaliation that would get U.S. boots on Afghan soil, opening up a new front for jihad and -- because the retaliation would confirm al Qaeda's status as the "strong horse" among Islamist militants -- causing smaller groups to come under al Qaeda's leadership to fight against the invading Americans.

The strategy worked at first. The U.S. invasion began in October 2001, and in November, the leaders of the foreign militant groups remaining in Kandahar agreed to come under al Qaeda's command in an effort to defend the city. But the organization's control did not last long: in early December 2001, those foreign militants began to withdraw from Kandahar. Al Qaeda still lacked a cogent ideology and manhaj, which meant that bin Laden had nothing to convince these groups to fully commit to its cause.

After al Qaeda's flight from Afghanistan in December 2001, the group's Iran-based leadership and its members in the Arabian Peninsula sought to reverse the organization's fortunes by building a solid ideological foundation and a clear manhaj. This effort was intended to support those already undertaking jihad in al Qaeda's name and end senior Saudi religious figures' criticisms of its lack of a manhaj. Around the same time, bin Laden also ordered that a new branch in the Arabian Peninsula -- preparations for which had been undertaken in Khandahar before 9/11 -- be activated. AQAP is often referred to as an al Qaeda franchise, but it is better described as a branch. It was created by, and continues to operate under, the leadership of core al Qaeda members. Unlike those of al Qaeda's franchises, the leaders of AQAP did not swear an oath of allegiance to bin Laden in order to bring their organization under al Qaeda's umbrella. They were already al Qaeda members and established the branch on bin Laden's direct orders. Although AQAP commanders answer directly to al Qaeda's leadership, they have regional autonomy. But the relationship has not been without issues. Senior figures responsible for establishing the branch and some members in Iran had lobbied bin Laden to delay its opening and instead focus on developing an ideology and a manhaj. Bin Laden refused; nevertheless, between 2002 and 2004, AQAP's and al Qaeda's leaders intensified their efforts to consolidate the organization's ideological and tactical foundations to support the new branch and bolster al Qaeda's legitimacy.

They drew from takfiri thought, which justifies attacking corrupt regimes in Muslim lands, and on materials that outline the Muslim requirement to target the global enemy: in this case, the United States and the West. (This was framed in the context of defensive jihad, the need for which was reinforced by the 2003 U.S. invasion of Iraq.) The hybrid ideology and manhaj that emerged make little distinction between targeting local enemies and targeting global ones and have a one-size-fits-all solution -- jihad. Partnering with al Qaeda does not, therefore, require a local group to abandon its own agenda, just broaden its focus. This helped assuage other groups' fears that merging with al Qaeda would mean a loss of autonomy to pursue their own local goals.


Newer groups were apparently willing to go along, even if they had greater capacity than al Qaeda. By late 2004, for example, Zarqawi's group in Iraq, Jamaat al-Tawhid wal-Jihad, had eclipsed al Qaeda in terms of both resources and brand power. Even so, Zarqawi willingly merged his group with the weaker al Qaeda and swore an oath to bin Laden, creating AQI. Zarqawi's ties to al Qaeda's senior leadership, which had been consolidated during time he had spent in Afghanistan and Iran and had been further strengthened when al Qaeda members arrived in Iraq after the U.S. invasion, also played a role in his decision. Zarqawi was also instrumental in convincing the Salafist Group for Preaching and Combat (GSPC) to join, even though it had more members than al Qaeda. Significantly, the GSPC did not merge with Zarqawi's group, which was then the strongest Islamist militant group worldwide. Instead, in late 2006, after a lengthy negotiation process, the GSPC merged with the central al Qaeda organization, the most senior group, becoming its second branch, AQIM.The inclusion of takfiri materials gave al Qaeda another advantage, because this literature stresses the need for militant groups to unify. There are two main streams of guidance on how this should be done. One focuses on seniority and holds that newer groups should merge with the oldest group, regardless of the capabilities of each. The other emphasizes capability. Al Qaeda seems to have favored the seniority argument, and after its merger with Egyptian Islamic Jihad, it could -- rather dubiously -- present itself as the senior militant group.

Although the development of a coherent ideology and manhaj helped al Qaeda acquire franchises, negotiations with most groups were nevertheless drawn out because it proved difficult to agree on the parameters of operational autonomy. Al Qaeda's focus was on integration, unity, growth, and gaining strategic leadership in the militant milieu. The group viewed external operations against the West; keeping the jihad going, no matter how incrementally; and strategic messaging as the way to achieve these objectives. So even as they pursued local agendas, the franchises were required to undertake some attacks against Western interests, and leaders of groups joining al Qaeda had to be willing to present a united front, stay on message, and be seen to fall under al Qaeda's authority -- all crucial for demonstrating the organization's power and attracting others to its cause.

WHO'S THE BOSS?

Al Qaeda today is not a traditional hierarchical terrorist organization, with a pyramid-style organizational structure, and it does not exercise full command and control over its branch and franchises. But nor is its role limited to broad ideological influence. Due to its dispersed structure, al Qaeda operates as a devolved network hierarchy, in which levels of command authority are not always clear; personal ties between militants carry weight and, at times, transcend the command structure between core, branch, and franchises. For their part, al Qaeda's core members focus on exercising strategic command and control to ensure the centralization of the organization's actions and message, rather than directly managing its branch and franchises. Such an approach reduces the command-and-control burden, because al Qaeda need only manage centralization on a broad level, which, with a solid manhaj already in place, can be achieved through strategic leadership rather than day-to-day oversight.

Al Qaeda exercises command and control mostly in relation to external operations. It requires its subsidiaries to seek approval before conducting attacks outside their assigned regions and specifies that its branch and franchises seek approval before assisting other militant groups with external operations. For the most part, they appear to follow these stipulations. While Zarqawi was at AQI's helm, he reportedly sought permission to expand his area of operation to include Jordan, but it is not known whether permission was granted.

In times of sustained pressure, al Qaeda has delegated significant responsibility for external operations against the United States to its branch, AQAP. The first such action came in late 2002, when al Qaeda had exhausted its existing supply of operatives for external operations and was in the process of rebuilding its capacity from its sanctuary in Pakistan. Al Qaeda asked AQAP to carry out an attack on U.S. interests; AQAP devised a plot against U.S. subways and got permission to use a chemical device. (In 2003, just before putting the plan into action, AQAP asked al Qaeda for final signoff but was denied.) When the pressure on al Qaeda eased between 2003 and 2006, because the United States was focusing less on Afghanistan, the group was able to regenerate its capacity and intensify its planning for global operations. But the U.S. drone campaign against al Qaeda in Pakistan's tribal areas has again put pressure on it, and the group has again tapped AQAP to undertake external operations. It has also made similar requests of its franchises, particularly AQI. In 2008, for example, it asked AQI to carry out attacks against Danish interests in retaliation for a Danish newspaper's publication of cartoons depicting the Prophet Muhammad.

When subsidiaries do carry out attacks outside their territories, al Qaeda requires that they be conducted within set parameters. For example, al Qaeda heavily encourages suicide attacks and repeated strikes on preapproved classes of targets, such as public transportation, government buildings, and vital infrastructure. Once a location has been authorized, the branch and the franchises are free to pursue plots against it. But al Qaeda still emphasizes the need to consult the central leadership before undertaking large-scale plots, plots directed against a new location or a new class of targets, and plots utilizing a tactic that has not been previously sanctioned, such as the use of chemical, biological, or radiological devices.

Al Qaeda has put these requirements in place to ensure that attacks complement, not undermine, its strategic objectives. Whereas AQAP appears to honor al Qaeda's authority, at times the franchises have acted on their own; AQI's unapproved bombings of three hotels in Amman, Jordan, in 2005, for example, earned it a strong rebuke from headquarters. And a range of factors influence whether a franchise will attack an external target when al Qaeda asks it to. Chief among them is the franchise's capacity and whether the franchise is willing to dedicate resources to external operations instead of local activities. Another factor is the closeness of the ties between the subsidiary and the central organization; the tighter the ties, the more likely the request will be honored. AQI has a closer relationship with al Qaeda than AQIM. Still, AQIM has generally cooperated at least with requests to stay on message and present the image of a united and hierarchical organization. This emphasis on a unified appearance was clear when, in November 2010, AQIM's leader, Abu Musab Abdel Wadoud, announced that France would have to negotiate directly with bin Laden for the release of hostages held by AQIM. Although in recent times, the capacity of both franchises has been weakened by intensified couterterrorism efforts against them, neither has shown any signs of abandoning al Qaeda's global agenda in favor of purely local goals.

Communication and coordination among al Qaeda's core, branch, and franchises occur mostly through their respective information committees, which have access to senior leaders, distribution networks to assist in passing information, and close ties to the operations section of each group, which is responsible for planning attacks (since attacks must be publicized). Messages from the branch and the franchises to the core then generally go through al Qaeda's second-tier leadership, which briefs Zawahiri, bin Laden, or both if the issue is urgent -- that is, involves gaining permission for external operations or resolving a conflict between or within the subsidiaries.

Because al Qaeda's second-tier leadership manages most of the group's interaction with its subsidiaries, the removal of either Zawahiri or bin Laden would not overly affect the unity among the organization's core, branch, and franchises, nor would it impede communication among them. So long as al Qaeda can continue to demonstrate its ability to lead and provide strategic direction, its organizational dynamics will likely remain unchanged. The emphasis on unity in al Qaeda's ideology and manhaj and a desire to maintain the status quo will likely allow the organization to hold together, even as it comes under more pressure from the West.

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http://posterous.com/images/profile/missing-user-75.png http://posterous.com/users/4aGahWWU2bUR Jay Shah jayshah Jay Shah
Sun, 20 Feb 2011 18:28:59 -0800 EGYPT: STRATEGIC IMPLICATIONS FOR ISRAEL http://jayshah.posterous.com/egypt-strategic-implications-for-israel http://jayshah.posterous.com/egypt-strategic-implications-for-israel

The events in Egypt have sent shock waves through Israel. The 1978 Camp David Accords between Egypt and Israel have been the bedrock of Israeli national security.

 

In three of the four wars Israel fought before the accords, a catastrophic outcome for Israel was conceivable. In 1948, 1967 and 1973, credible scenarios existed in which the Israelis were defeated and the state of Israel ceased to exist. In 1973, it appeared for several days that one of those scenarios was unfolding.


 

The survival of Israel was no longer at stake after 1978. In the 1982 invasion of Lebanon, the various Palestinian intifadas and the wars with Hezbollah in 2006 and Hamas in Gaza in 2008, Israeli interests were involved, but not survival. There is a huge difference between the two. Israel had achieved a geopolitical ideal after 1978 in which it had divided and effectively made peace with two of the four Arab states that bordered it, and neutralized one of those states. The treaty with Egypt removed the threat to the Negev and the southern coastal approaches to Tel Aviv.


 

The agreement with Jordan in 1994, which formalized a long-standing relationship, secured the longest and most vulnerable border along the Jordan River. The situation in Lebanon was such that whatever threat emerged from there was limited. Only Syria remained hostile but, by itself, it could not threaten Israel. Damascus was far more focused on Lebanon anyway. As for the Palestinians, they posed a problem for Israel, but without the foreign military forces along the frontiers, the Palestinians could trouble but not destroy Israel. Israel’s existence was not at stake, nor was it an issue for 33 years.


 

The Historic Egyptian Threat to Israel

The center of gravity of Israel’s strategic challenge was always Egypt. The largest Arab country, with about 80 million people, Egypt could field the most substantial army. More to the point, Egypt could absorb casualties at a far higher rate than Israel. The danger that the Egyptian army posed was that it could close with the Israelis and engage in extended, high-intensity combat that would break the back of Israel Defense Forces by imposing a rate of attrition that Israel could not sustain. If Israel were to be simultaneously engaged with Syria, dividing its forces and its logistical capabilities, it could run out of troops long before Egypt, even if Egypt were absorbing far more casualties.

 

The solution for the Israelis was to initiate combat at a time and place of their own choosing, preferably with surprise, as they did in 1956 and 1967. Failing that, as they did in 1973, the Israelis would be forced into a holding action they could not sustain and forced onto an offensive in which the risks of failure — and the possibility — would be substantial.


 

It was to the great benefit of Israel that Egyptian forces were generally poorly commanded and trained and that Egyptian war-fighting doctrine, derived from Britain and the Soviet Union, was not suited to the battle problem Israel posed. In 1967, Israel won its most complete victory over Egypt, as well as Jordan and Syria. It appeared to the Israelis that the Arabs in general and Egyptians in particular were culturally incapable of mastering modern warfare.


 

Thus it was an extraordinary shock when, just six years after their 1967 defeat, the Egyptians mounted a two-army assault across the Suez, coordinated with a simultaneous Syrian attack on the Golan Heights. Even more stunning than the assault was the operational security the Egyptians maintained and the degree of surprise they achieved. One of Israel’s fundamental assumptions was that Israeli intelligence would provide ample warning of an attack. And one of the fundamental assumptions of Israeli intelligence was that Egypt could not mount an attack while Israel maintained air superiority. Both assumptions were wrong. But the most important error was the assumption that Egypt could not, by itself, coordinate a massive and complex military operation. In the end, the Israelis defeated the Egyptians, but at the cost of the confidence they achieved in 1967 and a recognition that comfortable assumptions were impermissible in warfare in general and regarding Egypt in particular.


 

The Egyptians had also learned lessons. The most important was that the existence of the state of Israel did not represent a challenge to Egypt’s national interest. Israel existed across a fairly wide and inhospitable buffer zone — the Sinai Peninsula. The logistical problems involved in deploying a massive force to the east had resulted in three major defeats, while the single partial victory took place on much shorter lines of supply. Holding or taking the Sinai was difficult and possible only with a massive infusion of weapons and supplies from the outside, from the Soviet Union. This meant that Egypt was a hostage to Soviet interests. Egypt had a greater interest in breaking its dependency on the Soviets than in defeating Israel. It could do the former more readily than the latter.


 

The Egyptian recognition that its interests in Israel were minimal and the Israeli recognition that eliminating the potential threat from Egypt guaranteed its national security have been the foundation of the regional balance since 1978. All other considerations — Syria, Hezbollah, Hamas and the rest — were trivial in comparison. Geography — the Sinai — made this strategic distancing possible. So did American aid to Egypt. The substitution of American weapons for Soviet ones in the years after the treaty achieved two things. First, they ended Egypt’s dependency on the Soviets. Second, they further guaranteed Israel’s security by creating an Egyptian army dependent on a steady flow of spare parts and contractors from the United States. Cut the flow and the Egyptian army would be crippled.


 

The governments of Anwar Sadat and then Hosni Mubarak were content with this arrangement. The generation that came to power with Gamal Nasser had fought four wars with Israel and had little stomach for any more. They had proved themselves in October 1973 on the Suez and had no appetite to fight again or to send their sons to war. It is not that they created an oasis of prosperity in Egypt. But they no longer had to go to war every few years, and they were able, as military officers, to live good lives. What is now regarded as corruption was then regarded as just rewards for bleeding in four wars against the Israelis.


 

Mubarak and the Military

But now is 33 years later, and the world has changed. The generation that fought is very old. Today’s Egyptian military trains with the Americans, and its officers pass through the American command and staff and war colleges. This generation has close ties to the United States, but not nearly as close ties to the British-trained generation that fought the Israelis or to Egypt’s former patrons, the Russians. Mubarak has locked the younger generation, in their fifties and sixties, out of senior command positions and away from the wealth his generation has accumulated. They want him out.


 

For this younger generation, the idea of Gamal Mubarak being allowed to take over the presidency was the last straw. They wanted the elder Mubarak to leave not only because he had ambitions for his son but also because he didn’t want to leave after more than a quarter century of pressure. Mubarak wanted guarantees that, if he left, his possessions, in addition to his honor, would remain intact. If Gamal could not be president, then no one’s promise had value. So Mubarak locked himself into position.


 

The cameras love demonstrations, but they are frequently not the real story. The demonstrators who wanted democracy are a real faction, but they don’t speak for the shopkeepers and peasants more interested in prosperity than wealth. Since Egypt is a Muslim country, the West freezes when anything happens, dreading the hand of Osama bin Laden. In Egypt, the Muslim Brotherhood was once a powerful force, and it might become one again someday, but right now it is a shadow of its former self. What is going on now is a struggle within the military, between generations, for the future of the Egyptian military and therefore the heart of the Egyptian regime. Mubarak will leave, the younger officers will emerge, the constitution will make some changes and life will continue.

The Israelis will return to their complacency. They should not. The usual first warning of a heart attack is death. Among the fortunate, it is a mild coronary followed by a dramatic change of life style. The events in Egypt should be taken as a mild coronary and treated with great relief by Israel that it wasn’t worse.


 

Reconsidering the Israeli Position

I have laid out the reasons the 1978 treaty is in Egypt’s national interest. I have left out two pieces. The first is ideology. The ideological tenor of the Middle East prior to 1978 was secular and socialist. Today it is increasingly Islamist. Egypt is not immune to this trend, even if the Muslim Brotherhood should not be seen as the embodiment of that threat. Second, military technology, skills and terrain have made Egypt a defensive power for the past 33 years. But military technology and skills can change, on both sides. Egyptian defensiveness is built on assumptions of Israeli military capability and interest. As Israeli ideology becomes more militant and as its capabilities grow, Egypt may be forced to reconsider its strategic posture. As new generations of officers arise, who have heard of war only from their grandfathers, the fear of war declines and the desire for glory grows. Combine that with ideology in Egypt and Israel and things change. They won’t change quickly — a generation of military transformation will be needed once regimes have changed and the decisions to prepare for war have been made — but they can change.


 

Two things from this should strike the Israelis. The first is how badly they need peace with Egypt. It is easy to forget what things were like 40 years back, but it is important to remember that the prosperity of Israel today depends in part on the treaty with Egypt. Iran is a distant abstraction, with anotional bomb whose completion date keeps moving. Israel can fight many wars with Egypt and win. It need lose only one. The second lesson is that Israel should do everything possible to make certain that the transfer of power in Egypt is from Mubarak to the next generation of military officers and that these officers maintain their credibility in Egypt. Whether Israel likes it or not, there is an Islamist movement in Egypt. Whether the new generation controls that movement as the previous one did or whether they succumb to it is the existential question for Israel. If the treaty with Egypt is the foundation of Israel’s national security, it is logical that the Israelis should do everything possible to preserve it.


 

This was not the fatal heart attack. It might not even have been more than indigestion. But recent events in Egypt point to a long-term problem with Israeli strategy. Given the strategic and ideological crosscurrents in Egypt, it is in Israel’s national interest to minimize the intensity of the ideological and make certain that Israel is not perceived as a threat. In Gaza, for example, Israel and Egypt may have shared a common interest in containing Hamas, and the next generation of Egyptian officers may share it as well. But what didn’t materialize in the streets this time could in the future: an Islamist rising. In that case, the Egyptian military might find it in its interest to preserve its power by accommodating the Islamists. At this point, Egypt becomes the problem and not part of the solution.


 

Keeping Egypt from coming to this is the imperative of military dispassion. If the long-term center of gravity of Israel’s national security is at least the neutrality of Egypt, then doing everything to maintain that is a military requirement. That military requirement must be carried out by political means. That requires the recognition of priorities. The future of Gaza or the precise borders of a Palestinian state are trivial compared to preserving the treaty with Egypt. If it is found that a particular political strategy undermines the strategic requirement, then that political strategy must be sacrificed.


 

In other words, the worst-case scenario for Israel would be a return to the pre-1978 relationship with Egypt without a settlement with the Palestinians. That would open the door for a potential two-front war with an intifada in the middle. To avoid that, the ideological pressure on Egypt must be eased, and that means a settlement with the Palestinians on less-than-optimal terms. The alternative is to stay the current course and let Israel take its chances. The question is where the greater safety lies. Israel has assumed that it lies with confrontation with the Palestinians. That’s true only if Egypt stays neutral. If the pressure on the Palestinians destabilizes Egypt, it is not the most prudent course.


 

There are those in Israel who would argue that any release in pressure on the Palestinians will be met with rejection. If that is true, then, in my view, that is catastrophic news for Israel. In due course, ideological shifts and recalculations of Israeli intentions will cause a change in Egyptian policy. This will take several decades to turn into effective military force, and the first conflicts may well end in Israeli victory. But, as I have said before, it must always be remembered that no matter how many times Israel wins, it need only lose once to be annihilated.


 

To some it means that Israel should remain as strong as possible. To me it means that Israel should avoid rolling the dice too often, regardless of how strong it thinks it is. The Mubarak affair might open a strategic reconsideration of the Israeli position.

 

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http://posterous.com/images/profile/missing-user-75.png http://posterous.com/users/4aGahWWU2bUR Jay Shah jayshah Jay Shah
Sun, 20 Feb 2011 13:18:31 -0800 BETWEEN EUPHORIA AND REALITY: EGYPT http://jayshah.posterous.com/between-euphoria-and-reality-egypt-0 http://jayshah.posterous.com/between-euphoria-and-reality-egypt-0
On Feb. 11, Egyptian President Hosni Mubarak resigned. A military council was named to govern in his place. On Feb. 11-12, the crowds that had gathered in Tahrir Square celebrated Mubarak’s fall and the triumph of democracy in Egypt. On Feb. 13, the military council abolished the constitution and dissolved parliament, promising a new constitution to be ratified by a referendum and stating that the military would rule for six months, or until the military decides it’s ready to hold parliamentary and presidential elections.

What we see is that while Mubarak is gone, the military regime in which he served has dramatically increased its power. This isn’t incompatible with democratic reform. Organizing elections, political parties and candidates is not something that can be done quickly. If the military is sincere in its intentions, it will have to do these things. The problem is that if the military is insincere it will do exactly the same things. Six months is a long time, passions can subside and promises can be forgotten.

At this point, we simply don’t know what will happen. But we do know what has happened.

Mubarak is out of office, the military regime remains intact and it is stronger than ever. This is not surprising, but the reality of what has happened in the last few days and the interpretation that much of the world media has placed on it are startlingly different. Power rests with the regime, not with the crowds. And if one has closely followed and analysed the events and news, the crowds never had nearly as much power as claimed by the media.

Certainly, there was a large crowd concentrated in a square in Cairo, and there were demonstrations in other cities. But the crowd was limited. It never got to be more than 300,000 people or so in Tahrir Square, and while that’s a lot of people, it is nothing like the crowds that turned out during the 1989 risings in Eastern Europe or the 1979 revolution in Iran. Those were massive social convulsions in which millions came out onto the streets. The crowd in Cairo never swelled to the point that it involved a substantial portion of the city.

In a genuine revolution, the police and military cannot contain the crowds. In Egypt, the military chose not to confront the demonstrators, not because the military itself was split,but because it agreed with the demonstrators’ core demand: getting rid of Mubarak. And since the military was the essence of the Egyptian regime, it is odd to consider this a revolution.

The crowd in Cairo, as telegenic as it was, was the backdrop to the drama, not the main feature. The main drama began months ago when it became apparent that Mubarak intended to make his reform-minded 47-year-old son, Gamal, lacking in military service, president of Egypt. This represented a direct challenge to the regime. In a way, Mubarak was the one trying to overthrow the regime.

The Egyptian regime was founded in a coup led by Col. Gamal Abdel Nasser and modeled after that of Kemal Ataturk of Turkey, basing it on the military. It was intended to be a secular regime with democratic elements, but it would be guaranteed and ultimately controlled by the military. Nasser believed that the military was the most modern and progressive element of Egyptian society and that it had to be given the responsibility and power to modernize Egypt.

While Nasser took off his uniform, the military remained the bulwark of the regime. Each successive president of Egypt, Anwar Sadat and Hosni Mubarak, while formally elected in elections of varying dubiousness, was an officer in the Egyptian military who had removed his uniform when he entered political life.

Mubarak’s decision to name his son represented a direct challenge to the Egyptian regime. Gamal Mubarak was not a career military officer, nor was he linked to the military’s high command, which had been the real power in the regime. Mubarak’s desire to have his son succeed him appalled and enraged the Egyptian military, the defender of the regime. If he were to be appointed, then the military regime would be replaced by, in essence, a hereditary monarchy — what had ruled Egypt before the military. Large segments of the military had been maneuvering to block Mubarak’s ambitions and, with increasing intensity, wanted to see Mubarak step down in order to pave the way for an orderly succession using the elections scheduled for September, elections designed to affirm the regime by selecting a figure acceptable to the senior military men. Mubarak’s insistence on Gamal and his unwillingness to step down created a crisis for the regime. The military feared the regime could not survive Mubarak’s ambitions.

This is the key point to understand. There is a critical distinction between the regime and Hosni Mubarak. The regime consisted — and consists — of complex institutions centered on the military but also including the civilian bureaucracy controlled by the military. Hosni Mubarak was the leader of the regime, successor to Nasser and Sadat, who over time came to distinguish his interests from those of the regime. He was increasingly seen as a threat to the regime, and the regime turned on him.

The demonstrators never called for the downfall of the regime. They demanded that Mubarak step aside. This was the same demand that was being made by many if not most officers in the military months before the crowds gathered in the streetsThe military did not like the spectacle of the crowds, which is not the way the military likes to handle political matters. At the same time, paradoxically, the military welcomed the demonstrations, since they created a crisis that put the question of Mubarak’s future on the table. They gave the military an opportunity to save the regime and preserve its own interests.

The Egyptian military is opaque. It isn’t clear who was reluctant to act and who was eager. We would guess that the people who now make up the ruling military council were reluctant to act. They were of the same generation as Hosni Mubarak, owed their careers to him and were his friends. Younger officers, who had joined the military after 1973 and had trained with the Americans rather than the Soviets, were the likely agitators for blocking Mubarak’s selection of Gamal as his heir, but there were also senior officers publicly expressing reservations. Who was on what side is a guess. What is known is that many in the military opposed Gamal, would not push the issue to a coup, and then staged a coup designed to save the regime after the demonstrations in Cairo were under way.

That is the point. What happened was not a revolution. The demonstrators never brought down Mubarak, let alone the regime. What happened was a military coup that used the cover of protests to force Mubarak out of office in order to preserve the regime. When it became clear Feb. 10 that Mubarak would not voluntarily step down, the military staged what amounted to a coup to force his resignation. Once he was forced out of office, the military took over the existing regime by creating a military council and taking control of critical ministries. The regime was always centered on the military. What happened on Feb. 11 was that the military took direct control.

Again, as a guess, the older officers, friends of Mubarak, found themselves under pressure from other officers and the United States to act. They finally did, taking the major positions for themselves. The demonstrations were the backdrop for this drama and the justification for the military’s actions, but they were not a revolution in the streets. It was a military coup designed to preserve a military-dominated regime. And that was what the crowds were demanding as well.

We now face the question of whether the coup will turn into a revolution. The demonstrators demanded — and the military has agreed to hold — genuinely democratic elections and to stop repression. It is not clear that the new leaders mean what they have said or were simply saying it to get the crowds to go home. But there are deeper problems in the democratization of Egypt. First, Mubarak’s repression had wrecked civil society. The formation of coherent political parties able to find and run candidates will take a while. Second, the military is deeply enmeshed in running the country. Backing them out of that position, with the best will in the world, will require time. The military bought time Feb. 13, but it is not clear that six months is enough time, and it is not clear that, in the end, the military will want to leave the position it has held for more than half a century.

Of course, there is the feeling, as there was in 2009 with the Tehran demonstrations, that something unheard of has taken place, as U.S. President Barack Obama has implied. It is said to have something to do with Twitter and Facebook. We should recall that, in our time, genuine revolutions that destroyed regimes took place in 1989 and 1979, the latter even before there were PCs. Indeed, such revolutions go back to the 18th century. None of them required smartphones, and all of them were more thorough and profound than what has happened in Egypt so far. This revolution will not be “Twitterized.” The largest number of protesters arrived in Tahrir Square after the Internet was completely shut down.

The new government has promised to honor all foreign commitments, which obviously include the most controversial one in Egypt, the treaty with Israel. During the celebrations the evening of Feb. 11 and morning of Feb. 12, the two chants were about democracy and Palestine. While the regime committed itself to maintaining the treaty with Israel, the crowds in the square seemed to have other thoughts, not yet clearly defined. But then, it is not clear that the demonstrators in the square represent the wishes of 80 million Egyptians. For all the chatter about the Egyptian people demanding democracy, the fact is that hardly anyone participated in the demonstrations, relative to the number of Egyptians there are, and no one really knows how the Egyptian people would vote on this issue.

The Egyptian government is hardly in a position to confront Israel, even if it wanted to. The Egyptian army has mostly American equipment and cannot function if the Americans don’t provide spare parts or contractors to maintain that equipment. There is no Soviet Union vying to replace the United States today. Re-equipping and training a military the size of Egypt’s is measured in decades, not weeks. Egypt is not going to war any time soon. But then the new rulers have declared that all prior treaties — such as with Israel — will remain in effect.

What Was Achieved?

Therefore, we face this reality. The Egyptian regime is still there, still controlled by old generals. They are committed to the same foreign policy as the man they forced out of office. They have promised democracy, but it is not clear that they mean it. If they mean it, it is not clear how they would do it, certainly not in a timeframe of a few months. Indeed, this means that the crowds may re-emerge demanding more rapid democratization, depending on who organized the crowds in the first place and what their intentions are now.

It is not that nothing happened in Egypt, and it is not that it isn’t important. It is simply that what happened was not what the media portrayed but a much more complex process, most of it not viewable on TV. Certainly, there was nothing unprecedented in what was achieved or how it was achieved. It is not even clear what was achieved. Nor is it clear that anything that has happened changes Egyptian foreign or domestic policy. It is not even clear that those policies could be changed in practical terms regardless of intent.

The week began with an old soldier running Egypt. It ended with different old soldiers running Egypt with even more formal power than Mubarak had. This has caused worldwide shock and awe.

Without trying to be killjoys now, in spite of the crowds, nothing much has really happened yet in Egypt. It doesn’t mean that it won’t, but it hasn’t yet.

An 82-year-old man has been thrown out of office, and his son will not be president. The constitution and parliament are gone and a military junta is in charge. The rest is speculation.

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http://posterous.com/images/profile/missing-user-75.png http://posterous.com/users/4aGahWWU2bUR Jay Shah jayshah Jay Shah
Sun, 20 Feb 2011 13:12:00 -0800 BETWEEN EUPHORIA AND REALITY: EGYPT http://jayshah.posterous.com/between-euphoria-and-reality-egypt http://jayshah.posterous.com/between-euphoria-and-reality-egypt

BETWEEN EUPHORIA AND REALITY: EGYPT

 

On Feb. 11, Egyptian President Hosni Mubarak resigned. A military council was named to govern in his place. On Feb. 11-12, the crowds that had gathered in Tahrir Square celebrated Mubarak’s fall and the triumph of democracy in Egypt. On Feb. 13, the military council abolished the constitution and dissolved parliament, promising a new constitution to be ratified by a referendum and stating that the military would rule for six months, or until the military decides it’s ready to hold parliamentary and presidential elections.

 

What we see is that while Mubarak is gone, the military regime in which he served has dramatically increased its power. This isn’t incompatible with democratic reform. Organizing elections, political parties and candidates is not something that can be done quickly. If the military is sincere in its intentions, it will have to do these things. The problem is that if the military is insincere it will do exactly the same things. Six months is a long time, passions can subside and promises can be forgotten.

 

At this point, we simply don’t know what will happen. But we do know what has happened.

Mubarak is out of office, the military regime remains intact and it is stronger than ever. This is not surprising, but the reality of what has happened in the last few days and the interpretation that much of the world media has placed on it are startlingly different. Power rests with the regime, not with the crowds. And if one has closely followed and analysed the events and news, the crowds never had nearly as much power as claimed by the media.

 

Certainly, there was a large crowd concentrated in a square in Cairo, and there were demonstrations in other cities. But the crowd was limited. It never got to be more than 300,000 people or so in Tahrir Square, and while that’s a lot of people, it is nothing like the crowds that turned out during the 1989 risings in Eastern Europe or the 1979 revolution in Iran. Those were massive social convulsions in which millions came out onto the streets. The crowd in Cairo never swelled to the point that it involved a substantial portion of the city.

 

In a genuine revolution, the police and military cannot contain the crowds. In Egypt, the military chose not to confront the demonstrators, not because the military itself was split,but because it agreed with the demonstrators’ core demand: getting rid of Mubarak. And since the military was the essence of the Egyptian regime, it is odd to consider this a revolution.

 

The crowd in Cairo, as telegenic as it was, was the backdrop to the drama, not the main feature. The main drama began months ago when it became apparent that Mubarak intended to make his reform-minded 47-year-old son, Gamal, lacking in military service, president of Egypt. This represented a direct challenge to the regime. In a way, Mubarak was the one trying to overthrow the regime.

 

The Egyptian regime was founded in a coup led by Col. Gamal Abdel Nasser and modeled after that of Kemal Ataturk of Turkey, basing it on the military. It was intended to be a secular regime with democratic elements, but it would be guaranteed and ultimately controlled by the military. Nasser believed that the military was the most modern and progressive element of Egyptian society and that it had to be given the responsibility and power to modernize Egypt.

 

While Nasser took off his uniform, the military remained the bulwark of the regime. Each successive president of Egypt, Anwar Sadat and Hosni Mubarak, while formally elected in elections of varying dubiousness, was an officer in the Egyptian military who had removed his uniform when he entered political life.

 

Mubarak’s decision to name his son represented a direct challenge to the Egyptian regime. Gamal Mubarak was not a career military officer, nor was he linked to the military’s high command, which had been the real power in the regime. Mubarak’s desire to have his son succeed him appalled and enraged the Egyptian military, the defender of the regime. If he were to be appointed, then the military regime would be replaced by, in essence, a hereditary monarchy — what had ruled Egypt before the military. Large segments of the military had been maneuvering to block Mubarak’s ambitions and, with increasing intensity, wanted to see Mubarak step down in order to pave the way for an orderly succession using the elections scheduled for September, elections designed to affirm the regime by selecting a figure acceptable to the senior military men. Mubarak’s insistence on Gamal and his unwillingness to step down created a crisis for the regime. The military feared the regime could not survive Mubarak’s ambitions.

 

This is the key point to understand. There is a critical distinction between the regime and Hosni Mubarak. The regime consisted — and consists — of complex institutions centered on the military but also including the civilian bureaucracy controlled by the military. Hosni Mubarak was the leader of the regime, successor to Nasser and Sadat, who over time came to distinguish his interests from those of the regime. He was increasingly seen as a threat to the regime, and the regime turned on him.

 

The demonstrators never called for the downfall of the regime. They demanded that Mubarak step aside. This was the same demand that was being made by many if not most officers in the military months before the crowds gathered in the streetsThe military did not like the spectacle of the crowds, which is not the way the military likes to handle political matters. At the same time, paradoxically, the military welcomed the demonstrations, since they created a crisis that put the question of Mubarak’s future on the table. They gave the military an opportunity to save the regime and preserve its own interests.

 

The Egyptian military is opaque. It isn’t clear who was reluctant to act and who was eager. We would guess that the people who now make up the ruling military council were reluctant to act. They were of the same generation as Hosni Mubarak, owed their careers to him and were his friends. Younger officers, who had joined the military after 1973 and had trained with the Americans rather than the Soviets, were the likely agitators for blocking Mubarak’s selection of Gamal as his heir, but there were also senior officers publicly expressing reservations. Who was on what side is a guess. What is known is that many in the military opposed Gamal, would not push the issue to a coup, and then staged a coup designed to save the regime after the demonstrations in Cairo were under way.

 

That is the point. What happened was not a revolution. The demonstrators never brought down Mubarak, let alone the regime. What happened was a military coup that used the cover of protests to force Mubarak out of office in order to preserve the regime. When it became clear Feb. 10 that Mubarak would not voluntarily step down, the military staged what amounted to a coup to force his resignation. Once he was forced out of office, the military took over the existing regime by creating a military council and taking control of critical ministries. The regime was always centered on the military. What happened on Feb. 11 was that the military took direct control.

 

Again, as a guess, the older officers, friends of Mubarak, found themselves under pressure from other officers and the United States to act. They finally did, taking the major positions for themselves. The demonstrations were the backdrop for this drama and the justification for the military’s actions, but they were not a revolution in the streets. It was a military coup designed to preserve a military-dominated regime. And that was what the crowds were demanding as well.

 

We now face the question of whether the coup will turn into a revolution. The demonstrators demanded — and the military has agreed to hold — genuinely democratic elections and to stop repression. It is not clear that the new leaders mean what they have said or were simply saying it to get the crowds to go home. But there are deeper problems in the democratization of Egypt. First, Mubarak’s repression had wrecked civil society. The formation of coherent political parties able to find and run candidates will take a while. Second, the military is deeply enmeshed in running the country. Backing them out of that position, with the best will in the world, will require time. The military bought time Feb. 13, but it is not clear that six months is enough time, and it is not clear that, in the end, the military will want to leave the position it has held for more than half a century.

 

Of course, there is the feeling, as there was in 2009 with the Tehran demonstrations, that something unheard of has taken place, as U.S. President Barack Obama has implied. It is said to have something to do with Twitter and Facebook. We should recall that, in our time, genuine revolutions that destroyed regimes took place in 1989 and 1979, the latter even before there were PCs. Indeed, such revolutions go back to the 18th century. None of them required smartphones, and all of them were more thorough and profound than what has happened in Egypt so far. This revolution will not be “Twitterized.” The largest number of protesters arrived in Tahrir Square after the Internet was completely shut down.

 

The new government has promised to honor all foreign commitments, which obviously include the most controversial one in Egypt, the treaty with Israel. During the celebrations the evening of Feb. 11 and morning of Feb. 12, the two chants were about democracy and Palestine. While the regime committed itself to maintaining the treaty with Israel, the crowds in the square seemed to have other thoughts, not yet clearly defined. But then, it is not clear that the demonstrators in the square represent the wishes of 80 million Egyptians. For all the chatter about the Egyptian people demanding democracy, the fact is that hardly anyone participated in the demonstrations, relative to the number of Egyptians there are, and no one really knows how the Egyptian people would vote on this issue.

 

The Egyptian government is hardly in a position to confront Israel, even if it wanted to. The Egyptian army has mostly American equipment and cannot function if the Americans don’t provide spare parts or contractors to maintain that equipment. There is no Soviet Union vying to replace the United States today. Re-equipping and training a military the size of Egypt’s is measured in decades, not weeks. Egypt is not going to war any time soon. But then the new rulers have declared that all prior treaties — such as with Israel — will remain in effect.

 

What Was Achieved?

Therefore, we face this reality. The Egyptian regime is still there, still controlled by old generals. They are committed to the same foreign policy as the man they forced out of office. They have promised democracy, but it is not clear that they mean it. If they mean it, it is not clear how they would do it, certainly not in a timeframe of a few months. Indeed, this means that the crowds may re-emerge demanding more rapid democratization, depending on who organized the crowds in the first place and what their intentions are now.

 

It is not that nothing happened in Egypt, and it is not that it isn’t important. It is simply that what happened was not what the media portrayed but a much more complex process, most of it not viewable on TV. Certainly, there was nothing unprecedented in what was achieved or how it was achieved. It is not even clear what was achieved. Nor is it clear that anything that has happened changes Egyptian foreign or domestic policy. It is not even clear that those policies could be changed in practical terms regardless of intent.

 

The week began with an old soldier running Egypt. It ended with different old soldiers running Egypt with even more formal power than Mubarak had. This has caused worldwide shock and awe.

 

 Without trying to be killjoys now, in spite of the crowds, nothing much has really happened yet in Egypt. It doesn’t mean that it won’t, but it hasn’t yet.

 

An 82-year-old man has been thrown out of office, and his son will not be president. The constitution and parliament are gone and a military junta is in charge. The rest is speculation.

Permalink | Leave a comment  »

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http://posterous.com/images/profile/missing-user-75.png http://posterous.com/users/4aGahWWU2bUR Jay Shah jayshah Jay Shah
Sun, 26 Dec 2010 19:55:00 -0800 Geopolitical Analysis of Chinese Premier Wen Jiabao’s visit to India http://jayshah.posterous.com/geopolitical-analysis-of-chinese-premier-wen http://jayshah.posterous.com/geopolitical-analysis-of-chinese-premier-wen
Geopolitical Analysis of Chinese Premier Wen Jiabao’s visit to India

Chinese Premier Wen Jiabao, a massive diplomatic entourage and a business delegation representing 100 firms visited on December 15th for a three-day visit. Wen began the visit by addressing concerns over the growing Sino-Indian rivalry, proclaiming that there need be no essential conflict between the Dragon and the Elephant and that Asia has room enough for both of them. After meeting with Indian Premier Manmohan Singh, Wen visited Pakistan, a staunch Chinese ally and Indian arch-foe, to emphasize where his deepest commitments lie.

Wen’s visit comes at a time of revived mutual suspicion. Two major incidents in particular have aggravated sore spots in the relationship. Riots in Lhasa, Tibet, in 2008 caused Beijing to worry more about breakaway tendencies in its far western province, whose exiled government is supported by New Delhi. Meanwhile, Pakistan’s continued support of various militant proxies has put the Sino-Pakistani alliance into renewed focus for New Delhi, especially in light of the November 2008 Mumbai attacks.

But alongside these signal events, Beijing’s growing economic clout has led it to expand infrastructure and military installations across its western regions in an attempt to bolster its territorial claims and secure its far-flung provinces from separatist or militant influences. India has bulked up its border infrastructure and security in response. And, perhaps most novel, Beijing’s growing dependency on overseas oil and raw materials has driven it to seek land and sea pathways to the Indian Ocean through closer relations with South Asian states generally and port agreements with Pakistan, Sri Lanka, Bangladesh and Myanmar, leading India to worry it will be encircled and someday threatened by China’s navy.

Economic growth is one of the primary reasons world powers have courted India this year, with U.S. President Barack Obama and French President Nicolas Sarkozy already having visited. Wen’s trip is no different, and already the two sides claim to have signed nearly 50 deals worth an estimated $16 billion if actualized. But deepening economic relations have not eased tensions, especially given the growing Indian trade deficit with China (from a surplus of $832 million in 2005 to a deficit of nearly $16 billion in 2009), which Wen acknowledged on the first day of his visit needed to be improved while simultaneously asking for greater market access for Chinese exporters.

While India is keen on displaying its relationship with China as far more cooperative than confrontational, a serious self-critique is developing within New Delhi over its slow reaction to Chinese moves in the Indian periphery. China’s presence may be much more visible now in places like Kashmir, Nepal, Bangladesh, Myanmar and Sri Lanka, but that presence was built up methodically over several years. India, with no shortage of issues to keep itself occupied at home, is now finding that it is years behind China in countries that New Delhi would like to believe sit firmly within its sphere of influence.

In the past, India could rely on its influence in Tibet to send a warning to China. In fact, External Affairs Minister S.M. Krishna aired this threat in a meeting with his Chinese counterpart in November when he said that just as India has been sensitive to Chinese concerns over Tibet and Taiwan, Beijing too should be mindful of Indian sensitivities on Jammu and Kashmir. The problem India has now is that this warning simply does not carry as much weight as it did. China has made considerable progress in building up the necessary political, economic and military linkages into Tibet to deny the Indians opportunities to needle Beijing in critical buffer territory. Moreover, India has not been able to invest the necessary time and effort into strengthening competitive relationships in more distant places like Southeast Asia and Taiwan — and has only begun with Japan — that would deeply unsettle Beijing. In fact, a discussion is taking place within some military circles in India over how China may be deliberately playing up issues on its land borders in Kashmir and Arunachal Pradesh to divert India’s attention northward while China pursues its objectives in the Indian Ocean basin.  

Yet India is not alone in its alarm. The world is increasingly looking at China not only as a source of growth, but as an independent-minded and potentially unpredictable variable in the international system. Beijing’s increasing boldness has become one of the chief talking points in foreign policy circles, extending beyond international hard bargaining over resources and into China’s conduct around its entire periphery and in international organizations. When India openly worries about China’s intentions in exercising its newly found strengths, it is joined by the likes of Japan, South Korea, Australia, a number of China’s Southeast Asian neighbors and, most important, the United States.

The problem for Beijing is that it is ultimately outnumbered, and overpowered, but its attempts to prepare against threats make it appear more threatening. Beijing sees the international coalition forming against it, and in particular fears U.S. attention will soon come to rest squarely on it and that a strategic relationship with India is part of American designs. Hence, Wen has reason to play nice with India, if only to make China appear a more benign player and not hasten India’s moves to counteract it.

Nevertheless, Beijing has its mind set on gaining control of land and sea routes to the Indian Ocean and needs internal mobility in its far west to prevent separatism and fortify its borders, and these policies are driving the tensions with India higher. Thus, while India senses Chinese encirclement in South Asia, Beijing senses American encirclement, of which India is only one part.

Even with modern technology, the Himalayas remain a gigantic divider. Regardless of growing economic cooperation, both sense a growing security threat from the other that cannot be easily allayed. At the same time Chinese are not irresponsible to wage a war with a $16 billion trade partner, it is time for India to shown some assertiveness and garner more international support against Chinese “perceived” threat. In not too far a future Chine will no doubt prove to be a paper tiger.

 

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http://posterous.com/images/profile/missing-user-75.png http://posterous.com/users/4aGahWWU2bUR Jay Shah jayshah Jay Shah
Mon, 08 Nov 2010 16:43:00 -0800 Why Obama’s India Trip Matters? http://jayshah.posterous.com/why-obamas-india-trip-matters http://jayshah.posterous.com/why-obamas-india-trip-matters

Why Obama’s India Trip Matters?

President Barack Obama is on a high-profile diplomatic trip to India this week, furthering Obama's goal of deepening U.S.-India ties and addressing a number of related issues. Since entering office, Obama has continued President George W. Bush's emphasis on building a special relationship between the two countries, making Indian Prime Minister Manmohan K. Singh the guest of honor at Obama's first official state dinner. Here's what's happening on the visit, why it matters, and what it could mean for the two countries and beyond.

  • Why the U.S. and India Want to Be Best Friends  The New York Times' Jim Yardley writes, "Both countries are eager to build on their improved ties and set up a unique, special relationship, given that together they represent the world’s richest and largest democracies. Faced with a rising authoritarian China, and an economically wounded Europe, a weakened United States is casting about for global partners. India would seem a nice fit."
  • ...And Why That's Proving So Difficult  Yardley explains the security disputes: "The Americans, at different times, have pushed the Indians to cut a deal with Pakistan over the disputed region of Kashmir, but the Indians have bristled at any interference. The Indians still want the Americans to sponsor India for a permanent seat on the United Nations Security Council. Not such an easy thing, the Americans reply, since America alone can’t do this and it creates issues between America and China. It has sometimes seemed like a relationship built around one country asking the other to do something it considers against its self-interest." And the economic disputes: "High unemployment in America has renewed complaints that outsourcing to India hurts American workers. Indians complain that American protectionism is hurting Indian companies and that American export restrictions on technologies that can have both military and civil uses are outdated and unnecessary in a relationship between putative allies."
  • Obama's Grand Gesture to India  The Associated Press's Erica Werner reports, "President Barack Obama backed India for a permanent seat on the U.N. Security Council Monday, a dramatic diplomatic gesture to his hosts as he wrapped up his first visit to this burgeoning nation. Obama made the announcement in a speech to India's parliament on the third and final day of his visit. In doing so, he fulfilled what was perhaps India's dearest wish for Obama's trip here. India has been pushing for permanent Security Council membership for years."
  • Can India Continue Moving Ahead?  Foreign Policy's Arvind Panagariya notes that India is still "one of the poorest countries in the world," but "the United States and many other countries are betting on India not because of where it stands today, but where they see it going in the next 15 years. ... But none of this will matter if India fails to fulfill its economic promise. As the recent revelations about corruption and mismanagement of the Commonwealth Games dramatically showed, India's government still has a long way to go -- the country's phenomenal success over the past two decades has come largely because its politicians and bureaucrats have gotten out of the way."
  • U.S. Must Choose Between Pakistan and India  The L.A. Times' Selig Harrison warns, "A quiet crisis is developing in what seems, on the surface, to be an increasingly promising relationship between the world's two largest democracies. ... [India worries] that the United States can hardly be a strategic partner if it continues to build up the military capabilities of a hostile Pakistan that sponsors Islamist terrorists dedicated to India's destruction. ... the full potential of U.S.-Indian cooperation, including naval cooperation in the face of an increasingly ambitious China, will not be realized until Washington stops providing Islamabad with weaponry that can be used against India and takes a realistic view of the reasons for Indian-Pakistani tensions."
  • Get Indian Influence Out of Afghanistan  David Pollock writes in the Washington Post that their presence makes the war tougher. "India, of course, is an increasingly important regional and global partner for U.S. foreign policy. But it is in India's self-interest to contain extremist pressures in Afghanistan and Pakistan - and one paradoxically clever way to do that is to lower India's profile in Afghanistan. During his visit, Obama should drive home the point that such self-restraint would best serve our common interest in stabilizing the region."

 

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Mon, 08 Nov 2010 16:42:58 -0800 Rise Of India and American Jobs http://jayshah.posterous.com/32919493 http://jayshah.posterous.com/32919493

The other elephant

Barack Obama thinks that the rise of India will be good for American jobs. There is another side to the story

ON THE eve of the 2008 New Hampshire primary Bill Clinton finally gave vent to his fury with the Obama campaign. He dismissed Barack Obama’s message as “the biggest fairy tale” he had ever heard. (“Give…me…a…break,” he roared at the startled crowd.) And he denounced underhand tactics, particularly a description of Hillary Clinton as “the senator from Punjab”.

On November 5th Mr Obama, fresh from his humiliation in the mid-term elections, flies to India accompanied by an entourage of almost 250 businesspeople. His message for the folks back home will be that India could be a goldmine for American jobs. And he will clinch a succession of huge business deals with India—not least a $5.8 billion aircraft sale by Boeing.

Mr Obama’s win-win rhetoric is plausible enough. India is growing at about 8% a year at a time when America can barely manage 2%. It is also set to add 240m people to its working population by 2030. And America produces all sorts of things that Indians crave, from iPads to MBAs to fighter planes.

Yet the rise of new economic powers always brings problems as well as opportunities for incumbents. New companies displace old ones. New business models disrupt established ones. Comfortable workers in the rich world are forced to compete with hungrier ones in the poor world.

India is producing a legion of new global giants that are competing head-to-head with established American companies. Look at Arcelor Mittal and Tata Steel in steelmaking; Bharat Forge and Sundram Fasteners in car parts; Hindalco in aluminium rolling; and a host of companies, including Infosys, Tata Consulting Services (TCS), Cognizant and HCL Technologies, in information services. Twenty years ago India had no global companies worth mentioning. Today the Tata group earns 60% of its revenues abroad, and Indian companies ranging from natural-resource firms, such as Reliance Industries, to health-care companies, such as Pirmal Healthcare, have been snapping up American brands.

American companies are also setting up shop in India. Bangalore and Hyderabad have “electronic cities” crowded with America’s leading companies. In Bangalore Cisco spent $1 billion on its Globalisation Centre East and General Electric (GE) opened a swanky research centre. IBM employs more people in India than in the United States.

For American workers the most worrying thing about all this is the flight of brain-intensive jobs to India. Americans reconciled themselves to the loss of manufacturing jobs with the thought that they would keep the smart jobs. But they reckoned without two things: the power of the internet and the hunger of emerging-market companies.

India has long since turned itself into the world’s back-office—subjecting paper-processing hubs such as Kansas City to the same forces of competition that devastated former industrial cities such as Gary, Indiana. Now Indian-based companies are moving into an wider range of services: reading CT-scans and X-rays, processing legal documents and helping with animation. They are also moving into sophisticated niches. TCS and Infosys compete directly with IBM and Accenture in consulting. American companies are adding to the trend by moving more of their important operations to India: John Chambers, Cisco’s boss, has decreed that 20% of the firm’s leadership should be in Bangalore.

Companies in India are challenging American ones in an area that they have long considered their own—innovation. The Boston Consulting Group’s 2010 survey of innovation notes that the number of American companies on its list of top innovators is declining while the number of Indian companies is rising. It also points out that the Indian firms place a higher value on innovation than the American companies.

Most strikingly, Indian companies have produced a new type of innovation, variously dubbed “frugal”, “reverse” and “Gandhian”. The essence is to reduce the price of a product or service by a breathtaking amount—80% rather than 10%—by removing unnecessary bells and whistles. Tata Motors is selling its “people’s car” for $3,000; GE’s Indian arm offers a medical ECG machine for $400; Bharat Biotech sells a single dose of its hepatitis B vaccine for 20 cents and Bharti Airtel provides one of the cheapest wireless telephone services in the world. These frugal products are likely to disrupt established Western companies (including GE itself) by forcing them to engage in a bloody price war.

Luring them back

To add to this general turbulence Indian-based companies are also on a hiring binge. For decades America has gorged itself on a seemingly limitless supply of brilliant Indian PhD students and entrepreneurs. Half of Silicon Valley’s start-ups were either founded or co-founded by Indians. But these paragons are now returning en masse to the mother country (just as America makes life more difficult for immigrants). Why work for a sluggardly American firm when Infosys is growing at double digits? Why live in a flimsy bungalow in the Valley when an Indian company will provide you with a villa in a gated community, membership of a country club and a chauffeur-driven car?

There is an upside to these downsides. Frugal products will be a godsend for America’s pinched consumers. They may even prevent the American economy from being crushed by the health-care Godzilla. But Americans need to get back on the treadmill. In a recent speech Mr Obama told schoolchildren in Philadelphia that: “When students around the world in Bangalore or Beijing are working harder than ever, and doing better than ever, your success in school is not just going to determine your success, it is going to determine America’s success in the 21st century.” That is not a bad theme for the next two years of his presidency.

 

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Sun, 07 Nov 2010 09:08:00 -0800 GLOBAL AGING http://jayshah.posterous.com/global-aging http://jayshah.posterous.com/global-aging

GLOBAL AGING

 

A gray tsunami is sweeping the planet and not just in the places you expect. How did the world get so old, so fast?

BY PHILLIP LONGMAN

The World Faces a Population Bomb.

YES, BUT OF OLD PEOPLE. Not so long ago, we were warned that rising global population would inevitably bring world famine. As Paul Ehrlich wrote apocalyptically in his 1968 worldwide bestseller, The Population Bomb. In the 1970s and 1980s hundreds of millions of people will starve to death in spite of any crash programs embarked upon now. At this late date, nothing can prevent a substantial increase in the world death rate. Obviously, Ehrlich's predicted holocaust, which assumed that the 1960s global baby boom would continue until the world faced mass famine, didn't happen. Instead, the global growth rate dropped from 2 percent in the mid-1960s to roughly half that today, with many countries no longer producing enough babies to avoid falling populations. Having too many people on the planet is no longer demographers' chief worry; now, having too few is.


It is true that the world's population overall will increase by roughly one-third over the next 40 years, from 6.9 to 9.1 billion, according to the U.N. Population Division. But this will be a very different kind of population growth than ever before, driven not by birth rates, which have plummeted around the world, but primarily by an increase in the number of elderly people. Indeed, the global population of children under 5 is expected to fall by 49 million as of midcentury, while the number of people over 60 will grow by 1.2 billion. 


How did the world grow so gray, so quickly?

One reason is that more people are living to advanced old age. But just as significant is the enormous bulge of people born in the first few decades after World War ii. Both the United States and Western Europe saw particularly dramatic increases in birth rates during the late 1940s and 1950s, as returning veterans made up for lost time. In the 1960s and 1970s, much of the developing world also experienced a baby boom, but for a different reason: striking declines in infant and child mortality. As these global baby boomers age, they will create a population explosion of seniors. Today in the West, we are seeing a sharp uptick in people turning 60; in another 20 years, we’ll see an explosion inthe numbers turning 80. Most of the rest of the world will follow the same course in the next few decades.


Eventually, the last echoes of the global baby boomers will fade away. Then, because of the continuing fall in birth rates, humans will face the very real prospect that our numbers will fall as fast if not faster than the rate at which they once grew. Russia's population is already 7 million below what it was in 1991. As for Japan, one expert has calculated that the very last Japanese baby will be born in the year 2959, assuming the country's low fertility rate of 1.25 children per woman continues unchanged. Young Austrian women now tell pollsters their ideal family size is less than two children, enough to replace themselves but not their partners. Worldwide, there is a 50 percent chance that the population will be falling by 2070, according to a recent study published in Nature. By 2150, according to one U.N. projection, the global population could be half what it is today.


That might sound like an appealing prospect: less traffic, more room at the beach, easier college admissions. But be careful what you wish for.

Aging Is a Rich-Country Problem.

NO. Once, demographers believed, following a long line of ancient thinkers from Tacitus and Cicero in late Rome to Ibn Khaldun in the medieval Arab world, that population aging and decline were particular traits of "civilized�" countries that had obtained a high degree of luxury. Reflecting on the fate of Rome, Charles Darwin's grandson bemoaned a pattern he saw throughout history: "Must civilization always lead to the limitation of families and consequent decay and then replacement from barbaric sources, which in turn will go through the same experience?"


Today, however, we see that birth rates are dipping below replacement levels even in countries hardly known for luxury. Emerging first in Scandinavia in the 1970s, what the experts call "subreplacement fertility" quickly spread to the rest of Europe, Russia, most of Asia, much of South America, the Caribbean, Southern India, and even Middle Eastern countries like Lebanon, Morocco, and Iran. Of the 59 countries now producing fewer children than needed to sustain their populations, 18 are characterized by the United Nations as "developing", i.e., not rich.

Indeed, most developing countries are experiencing population aging at unprecedented rates. Consider Iran. As recently as the late 1970s, the average Iranian woman had nearly seven children. Today, for reasons not well understood, she has just 1.74, far below the average 2.1 children needed to sustain a population over time. Accordingly, between 2010 and 2050, the share of Iran's population 60 and older is expected to increase from 7.1 to 28.1 percent. This is well above the share of 60-plus people found in Western Europe today and about the same percentage that is expected for most Northern European countries in 2050. But unlike Western Europe, Iran and many other developing regions experiencing the same hyper-aging—from Cuba to Croatia, Lebanon to the Wallis and Futuna Islands' will not necessarily have a chance to get rich before they get old.


One contributing factor is urbanization; more than half the world's population now lives in cities, where children are an expensive economic liability, not another pair of hands to till fields or care for livestock. Two other oft-cited reasons are expanded work opportunities for women and the increasing prevalence of pensions and other old-age financial support that doesn't depend on having large numbers of children to finance retirement.


Surprisingly, this graying of the world is not by any means the exclusive result of programs deliberately aimed at population control. For though there are countries such as India, which embraced population control even to the point of forced sterilization programs during the 1970s and saw dramatic reduction in birth rates, there are also counterexamples such as Brazil, where the government never promoted family planning and yet its birth rate went down even more. Why? In both countries and elsewhere, changing cultural norms appear to be the primary force driving down birth rates—think tv, not government decrees. In Brazil, television was introduced sequentially province by province, and in each new region the boob tube reached, birth rates plummeted soon after. (Discuss among yourselves whether this was because of what's on Brazilian television mostly soap operas depicting rich people living the high life or simply because a television was now on at night in many more bedrooms.)

The West Is Doomed by Demographics.

MAYBE. But the outlook is even worse for Asia. Those who predict a coming Asian Century have not come to terms with the region's approaching era of hyper-aging. Japan, whose “lost decadeâ€� began just as its labor force started to shrink in the late 1980s, now appears to be not an exception, but a vanguard of Asian demographics. South Korea and Taiwan, with some of the lowest birth rates of any major country, will be losing population within 15 years. Singapore's government is so worried about its birth dearth that it not only offers new mothers a baby bonus of up to about $3,000 each for the first or second child and about $4,500 for a third or fourth child, paid maternity leave, and other enticements to have children, it has even started spon-soringspeed-dating events.


China, for now, continues to enjoy the economic benefits associated with the early phase of birth-rate decline, when a society has fewer children to support and more available female labor for the workforce. But with its stringent onechild policy and exceptionally low birth rate, China is rapidly evolving into what demographers call a 4-2-1� society, in which one child becomes responsible for supporting two parents and four grandparents.


Asia will also be plagued by a chronic shortage of women in the coming decades, which could leave the most populous region on Earth with the same skewed sex ratios as the early American West. Due to selective abortion, China has about 16 percent more boys than girls, which many predict will lead to instability as tens of millions of unmarriageable� men find other outlets for their excess libido. India has nearly the same sexratio imbalance and also a substantial difference in birth rates between its southern (mostly Hindu) states and its northern (more heavily Muslim) states, which could contribute to ethnic tension.


No society has ever experienced the speed of population aging or the gender imbalance now seen throughout Asia. So we can't simply look to history to predict Asia's future. But we can say with confidence that no region on Earth is more demographically challenged.

The U.S. Baby Boom Has Saved It From an Old-Age Crisis.

FOR NOw. On its current course, the U.S. population of 310 million will continue to grow relative to that of the rest of the developed world, primarily because its birth rate, while barely at replacement level, is still higher than that of almost any other industrialized country. In purely geopolitical terms, this suggests American influence over Europe, Japan, South Korea, and other allies could grow. Yet the United States has no reason to be smug about its comparatively favorable demographics. As its allies age and even shrink in population, the United States could be forced to assume even more of the burden of policing the world's trouble spots. Like a person in middle age, the United States now has to worry not only about its own aging, but also about how to provide for other family members who are becoming too old to fend for themselves.


And age America will. The main reason for its comparative youthfulness so far has been immigration, both legal and illegal. But according to a recent study by the Pew Hispanic Center, the number of illegal immigrants thought to be entering the United States has plunged to just 300,000 people annually—down from 850,000 in the early 2000s. More than a million immigrants from Mexico and elsewhere in Latin America have returned home in the last two years. These falling numbers are largely driven by the soaring U.S. unemployment rate, which has at least temporarily reduced the economic rewards of moving to El Norte, but they could herald a permanent shift.


Demographics explain why. Birth rates are falling dramatically across Latin America, especially in Mexico, suggesting a tidal shift in migration patterns. Consider what happened with Puerto Rico, where birth rates have also plunged: Immigration to the mainland United States has all but stopped despite an open border and the lure of a considerably higher standard of living on the continent. In the not-so-distant future, the United States may well find itself competing for immigrants rather than building walls to keep them out.


Old People Will Just Work Longer.


BUT ONLY IF OLDER WORKERS ARE HEALTHY. And that's a big if. You might have noticed a lot more middle-age Americans using canes, walkers, and wheelchairs these days. So many of Walmart's customers are now physically impaired that the giant retailer has replaced many of its shopping carts with electric scooters that allow shoppers to remain seated as they cruise the aisles. Such sights are reflected in statistics showing that, for the first time since such recordkeeping began, disability rates are no longer improving among middle-age Americans, but getting worse.

According to a recent Rand Corp. study published in Health Affairs, more than 40 percent of Americans ages 50 to 64 already have difficulties performing ordinary activities of daily life, such as walking a quarter mile or climbing 10 steps without resting a substantial rise from just 10 years ago. Because of this declining physical fitness among the middle-aged, we can expect the next generation of senior citizens to be much more impaired than the current one.


It isn't just Americans. Obesity and sedentary lifestyles are spreading globally. Between 1995 and 2000, the number of obese adults increased worldwide from 200 million to 300 million with 115 million of these living in developing countries. From Chile to China, McDonalds and KFC are opening franchises every day, even as people everywhere spend more and more of their time in automobiles and in front of flat-screen tvs and computer monitors. More than a billion people worldwide are now estimated to be overweight, creating a global pandemic of chronic conditions from heart disease to diabetes.


Sure, countries can and will do much more to help people age gracefully and to encourage older citizens to remain in the workforce. A recent report from the European Commission has pointed out, for example, that providing for more part-time jobs would not only encourage delayed retirement, but could also help boost birth rates by smoothing the tensions between work and family life for parents. Encouraging healthier diets would enormously lengthen productive life spans, as would building or preserving more walkable communities. But there are clear limits to how many seniors will be fit enough, mentally or physically, to compete in the global economy of the next 20 years.


These trends undermine the argument, now common around the world, that standard retirement ages must go up. Not only are improvements in life expectancy at older ages very modest and now trending toward zero, but disability rates are exploding to the point that it would be difficult for many older workers to perform in the workplace even if they had the job skills that a modern economy demands. This explains such paradoxes as the fact that U.S. employers report it is nearly impossible to find the engineering talent they need, while the unemployment rate among U.S. engineers remains extraordinarily high. The faster-evolving and more technologically sophisticated a society becomes, the more rapidly job skills—and elderly workers, sadly—become obsolete.

An Elderly World Will Be More Peaceful.

NOT NECESSARILY. Some strategists, such as scholar Mark L. Haas, speak of a coming geriatric peace. 

Here's the argument: 

In a world of single-child families, popular resistance to military conscription should grow, as tolerance of military casualties falls. The rising cost of pensions and health care should also make sustaining military buildups increasingly difficult. Societies dominated by middle-age and older citizens may also become more risk-averse, more preoccupied with practical, domestic concerns like crime and retirement security, and less driven by adherence to violent ideologies. Japan is often held up as an example of a country that has grown more stable and peaceful as it has aged. Western Europe was wracked by domestic unrest when its vaunted Generation of 68 was still young, but as these postwar baby boomers aged and produced few children, the political and social agendas of Europe became far less radical. But there are some problems with this rosy scenario. To start, even countries that are rapidly aging can, paradoxically, produce youth bulges with all the attendant social consequences, from more violence to economic dislocation. Consider Iran. By 2020, the number of 15-to 24-year-old Iranians will have shrunk by 34 percent since 2005, according to the U.N. Population Division. This largely reflects the sharp downturn in the Iranian economy that occurred after its 1979 revolution, as well as the clerical regime's embrace of contraception. But from 2020 to 2035, the number will again swell by 34 percent, even if birth rates continue to decline. Why? A very high proportion of Iranian women are now of childbearing age, which means that even though young Iranian women are having far fewer children than their mothers did indeed, not enough to sustain the population over time their numbers are still sufficient to create a temporary echo boom.


Many other Muslim countries, from Libya to Pakistan, will experience similarly huge oscillations in their youth populations. Most of the Central Asian republics, too, will face large echo booms in the 2020s. Long a battlefield for larger powers from the Mongols and Persians to the Russians and British, these newly independent states are once again the object of geopolitical competition due to their natural gas and oil reserves. The same is true of two of Latin America's most volatile countries, Peru and Venezuela. This isn't just a numbers game. As the darkest recent chapters of European history suggest, the point of transition from growth to demographic decline can be an unsettling and dangerous one. Fascist ideology in Europe was deeply informed by Oswald Spengler's The Decline of the West, Lothrop Stoddard's The Rising Tide of Color Against White World-Supremacy, and the writings of other eugenicists obsessed with the demographic decline of Aryans.� Now, just as the horrors of fascism are passing from living memory, a new generation of Europeans is again feeling demographically besieged, this time by the arrival of Muslim immigrants. Fear of demographic decline also fuels the resurgence of Hindu nationalism in India, and it contributes to the backlash in the United States against immigrants and the controversy around the building of the Ground Zero mosque near the site of the 9/11 tragedy.


Over the next few decades, not only will echo booms be producing youth bulges in many of the world's trouble spots, but much of the developed world's population will be passing into advanced old age. It's a recipe for maximum demographic danger, Neil Howe and Richard Jackson of the Center for Strategic and International Studies warn. If you think the teenies are looking ugly, watch out for the 2020s.


A Gray World Will Be a Poorer World.

ONLY IF WE DO NOTHING. The connection between a society's wealth and its demographics is cyclical. At first, with fertility declining and the workforce aging, there are proportionately fewer children to raise and educate. This is good: It frees up female labor to join the formal economy and allows for greater investment in the education of each remaining child. All else being equal, both factors stimulate economic development. Japan went through this phase in the 1960s and 1970s, with the other Asian countries following close behind. China is benefiting from it now.

Then, however, the outlook turns bleak. Over time, low birth rates lead not only to fewer children, but also to fewer working-age people just as the percentage of dependent elders explodes. This means that as population aging runs its course, it might well go from stimulating the economy to depressing it. Fewer young adults means fewer people needing to purchase new homes, new furniture, and the like, as well as fewer people likely to take entrepreneurial risks. Aging workers become more interested in protecting existing jobs than in creating new businesses. Last-ditch efforts to prop up consumption and home values may result in more and more capital flowing into expanded consumer credit, creating financial bubbles that inevitably burst (sound familiar?).


In other words, a planet that grays indefinitely is clearly asking for trouble. But birth rates don't have to plummet forever. One path forward might be characterized as the Swedish road: It involves massive state intervention designed to smooth the tensions between work and family life to enable women to have more children without steep financial setbacks. But so far, countries that have followed this approach have achieved only very modest success. At the other extreme is what might be called the Taliban road: This would mean a return to traditional values,� in which women have few economic and social options beyond the role of motherhood. This mindset may well maintain high birth rates, but with consequences that today are unacceptable to all but the most rigid fundamentalists.


So is there a third way? Yes, though we aren't quite sure how to get there. The trick will be restoring what, in the days of family-owned farms and small businesses, was once true: that babies are an asset rather than a burden. Imagine a society in which parents get to keep more of the human capital they form by investing in their children. Imagine a society in which the family is no longer just a consumer unit, but a productive enterprise. The society that figures out how to restore the economic foundation of the family will own the future. The alternative is poor and gray indeed.

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Sat, 06 Nov 2010 22:42:00 -0700 Book Review: Mahabharata of Polyester (The Making Of World's Richest Brothers) http://jayshah.posterous.com/book-review-mahabharata-of-polyester-the-maki-0 http://jayshah.posterous.com/book-review-mahabharata-of-polyester-the-maki-0

The Ambani brothers

A durable yarn

A revealing account of India's most colourful business family.



DHIRUBHAI AMBANI grew up in a two-room home with an earthen floor in the Indian state of Gujarat, close to the Arabian Sea. Later this month his eldest son, Mukesh (pictured, right), head of Reliance Industries and the world's fourth richest man, will throw a party to show off his new home in Mumbai, a towering vertical palace with six floors of parking space, three helipads and a hanging garden.

The story of how the Ambanis moved from dusty provinces to city skyscrapers is a tale of pluck, guile and vaulting ambition. But telling it also requires courage and tenacity. Hamish McDonald, an Australian journalist who was posted to Delhi in the 1990s, brought out his first book on Ambani, The Polyester Prince, in 1998. Publication in India was scrapped after Reliance set its heart on legal action, but the book became required reading for anyone interested in Indian industry. In his new work, Mahabharata in Polyester, Mr McDonald brings the story up to date, adding chapters about Dhirubhai's death in 2002 and the subsequent feud between his two sons, Mukesh and Anil.

The young Dhirubhai lacked money, but not charisma. He raised his first 100,000 rupees (now $2,250) from a second cousin's father and was introduced to yarn trading by a nephew. His first ventures into textile-making were run by Gujaratis back from Yemen, where Dhirubhai had worked for a petrol company during the day while trading rice, sugar and other commodities in the souk after hours.

Indians complain that social connections trump hard work. But no one worked harder than Dhirubhai at forging connections. His philosophy was to cultivate everybody from the doorkeeper up, Mr McDonald remarks. With the help of these relationships, Reliance set about making the most of India's famous License Raj.

At that time the government took a suffocating interest in a firm's imports and output. In 1987, for instance, the Customs Directorate alleged that Reliance's yarn factory had more than twice its permitted capacity and that it had evaded over 1 billion rupees of duty on imported machinery. Reliance denied breaking the rules and the charges were subsequently dropped. But the rules themselves were strangling Indian industry. In exceeding these limits, Reliance made the case for their removal, according to Arun Shourie, a journalist, former minister and one-time critic of Reliance who later made his peace with the company.

Some of those restrictions also worked to Reliance's benefit. In 1982, for example, the government raised duties on imported yarn to over 650%, which allowed Reliance to charge high prices for its homespun polyester yarn. Later in the decade import restrictions on paraxylene, a petrochemical, forced India's other big polyester-maker to buy the crucial ingredient from Reliance, its bitterest rival. Clumsy curbs on trade are bad for the economy, but they are not always bad for individual businesses.

Dhirubhai Ambani knew how to appeal to the people as well as the powerful. By the late 1980s, Reliance Industries boasted the widest shareholding in the world. Dhirubhai held annual meetings in football stadiums and scattered subscription forms for one debenture from a helicopter. His roguish side only added to his appeal. Like India's most popular Bollywood stars, Dhirubhai was an anti-hero, cocking a snook at complacent and hypocritical guardians of privilege.

By the time Dhirubhai died, Reliance was one of India's biggest companies. But it was not big enough for both his sons, who soon fell to squabbling. Their mother brokered a split of the family's assets in 2005. Mukesh got the heavy industry (hydrocarbons, petrochemicals and polyester) with the rich cashflows. Anil got the weightless businesses (telecommunications and financial services) with their rich share valuations. Both had inherited a driving ambition from a father who did not let them rest on their laurels. Within hours of his final MBA exam, Anil left Wharton (where, among other things, he learned to cook and iron his clothes) to look after a textiles factory in Gujarat. Mukesh returned to set up a polyester factory even before completing his MBA at Stanford. Their father told them they could either command respect through their efforts, or be left vainly to demand respect from people who badmouthed them behind their backs.

Outsiders rarely have the patience to dig through the details of India's corporate life. Mr McDonald is an exception. His book puts the reader in the thick of the sweatiest corporate wrestling matches. He cannot quite sustain that intensity in the later chapters, in part because they were written from a distance long after he left India, but also because less is at stake. Dhirubhai Ambani's rise symbolised a struggle for the heart and soul of India. His sons squabbles seem petty by comparison, even if the sums involved are huge.

Mukesh's new palace is in the same neighbourhood he lived in as a youngster. In the intervening years this middle-class address has become an exclusive neighbourhood for Mumbai's rich and famous. Reliance has grown, but India has grown with it. The Ambani brothers are big fish and swimming in a much bigger pond.

Mahabharata in Polyester: The Making of the World's Richest Brothers and Their Feud. By Hamish McDonald. UNSW Press; 432 pages; A$34.95

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Sat, 06 Nov 2010 13:34:00 -0700 Obama's Visit To India http://jayshah.posterous.com/obamas-visit-to-india http://jayshah.posterous.com/obamas-visit-to-india

U.S. President Barack Obama begins a four-day visit to India today (on Nov. 6), heading a 375-member entourage of security personnel, policymakers, business leaders and journalists to demonstrate to the world that the U.S.-Indian relationship is serious and growing.

Obama will begin his visit in the financial hub of Mumbai, where he will make a symbolic show of solidarity with India on the counterterrorism front by staying at the Taj Mahal Palace hotel, which came under attack in 2008, and highlight corporate compatibility between the two countries. Obama will spend the rest of the trip in New Delhi, where he will address a joint session of Parliament, a reciprocal gesture following Indian Prime Minister Manmohan Singh’s address to Congress in November 2009.

Most Indians and Americans think and hope that Indo-US relations could be much better and closer than what it is now. However, regardless of what one may want the relations to be like, the geopolitical needs of both the countries are different and there are and will be numerous issues on which India and America will have to agree to disagree on. How did the biggest and largest democracies of the world drifted apart and failed to build close and deep relationship is a matter of historical and geopolitical analysis and beyond the scope of current article. But in spite of that, there is little doubt that the United States and India are sounding a much deeper and strategic relationship, as illustrated by their bilateral civilian nuclear agreement, growing business links, arms deals and a host of military exercises taking place over the next several months. Still, very real and unavoidable constraints on ties remain in place, constraints that will hamper this already uneasy partnership from developing into a robust alliance. 

The immediate hindrance lies in the U.S. strategic need to bolster Pakistan to shape a U.S. exit strategy from Afghanistan and try to shore up the balance of power on the subcontinent. In the longer term, however, India could use the threat of Chinese expansion in Beijing’s perceived sphere of influence to enhance its relationship with Washington.

Strategic Motivations

India does not make friends easily (or has failed to recognize and make friends easily), particularly friends with militaries capable of reaching the subcontinent. India grew closer to the Soviets during the Cold War out of fear of the U.S. relationship with Pakistan, but only because Moscow’s military reach into the subcontinent was limited. After the Soviet Union collapsed, India was left without a meaningful ally, all the while becoming deeply resentful of the blind eye Washington turned toward the rise of Pakistan’s Islamist proxies in Kashmir and Afghanistan.

The 9/11 attacks finally created an opportunity for a U.S.-Indian relationship to materialize. Both countries had common cause to cooperate with each other against Pakistan, neutralize the jihadist threat and embark on a real, strategic partnership. For the United States, this was the time to play catch-up in balance-of-power politics in South Asia. The U.S. interest at any given point on the subcontinent is to prevent any one power from becoming strong to the point that it could challenge the United States, while at the same time protecting vital sea lanes running from East Asia to the Persian Gulf via the Indian Ocean basin. The United States has the naval assets to guard these maritime routes directly, but as it extends itself more and more worldwide, its need for regional proxies grows. Though India’s capabilities remain quite limited given its domestic challenge, it is an aspiring naval power with a deep fear of Chinese encroachment and Islamist militancy.

India also has a massive consumer market of 1.2 billion people and has the United States at the top of its list of trading partners. A roughly balanced and diversified relationship exists between the two economies, even as protectionist tendencies run heavily on both sides of the trade divide. According to the U.S. Census Bureau, the United States exported $16.4 billion worth of goods and services to India, mostly aircraft, fertilizers, computer hardware, scrap metal and medical equipment, while India exported $21 billion worth of goods and services to the United States, mostly information technology services, pharmaceuticals, textiles, machinery, gems and diamonds, iron and steel products, and food products. India thus makes a strong candidate for a regional U.S. proxy.

But this is where a fundamental U.S.-Indian disconnect arises. India is far from interested in molding itself into a proxy of the global hegemon. India’s self-enclosed geography and internal strengths permit it to remain fiercely independent in its foreign policy calculations, unlike much weaker Pakistan, which needs an external patron to feel secure.

The United States has been caught off guard every time New Delhi takes a stance that runs counter to U.S. interests, something that has happened despite the U.S. charm offensive toward India that revved up in 2005 with a civilian nuclear deal. India has refused to comply with U.S. sanctions on Iran, still has reservations about allowing U.S. firms into the Indian nuclear market after the bilateral nuclear deal, and protests what New Delhi perceives as U.S. interference in the Kashmir dispute. As a former Indian national security adviser put it, India is happy to have its partnership with the United States, but Washington is going to have to get used to hearing “no” from India on numerous issues.

The Pakistan Problem

The much more urgent misalignment of interests hindering the U.S.-India relationship concerns Pakistan and the future of Afghanistan. In 2001, when al Qaeda struck the United States and Pakistan-backed militants attacked the Indian parliament soon after, India sensed an opportunity. The Cold War shackles on ties were broken as the urgency of a broader Islamist militant threat drove New Delhi and Washington together. India hoped the bond would sustain itself, keeping Pakistan isolated over the long term, but it was only a matter of time before U.S. efforts to balance India against Pakistan disappointed New Delhi.

The United States has now reached a saturation point in its war in Afghanistan. While short-term military victories have provided Washington useful political cover as they do in all unpopular wars, they obscure the core disadvantage occupiers face against the insurgents when it comes to on-the-ground intelligence, corruption, population control, and the insurgent luxury of choosing the time and place of battle. Washington is thus shaping an exit strategy from Afghanistan. This necessarily will involve some sort of accommodation with the Taliban that only one power in the region has the relationship to orchestrate: Pakistan.

Pakistan has every interest in having the United States as its patron and keeping it involved in the region, but not to the extent that U.S. military activity in the Pakistani-Afghan borderland risks severely destabilizing the Pakistani state. For its part, the United States does not want India to become the unchallenged hegemon of the subcontinent at the expense of a much weaker Pakistan. This means that in return for Pakistani cooperation in tying up loose ends in the jihadist war, Pakistan will expect the United States to facilitate a restoration of Pakistani influence in Afghanistan. This would extend Pakistan’s strategic depth, stifling any Indian attempt to develop a foothold in the region that could see Pakistan wind up in a pincer grip.

This naturally upsets New Delhi, which maintains that Islamabad will continue to compensate for its military weakness by backing militant proxies to target the Indian state, something Washington is ignoring to achieve its goals in Afghanistan. India sees a Taliban political comeback in Afghanistan as setting the stage for Pakistan-backed militants to regroup. More worryingly for New Delhi, a number of these militants have been drawn into a much more unpredictable, lethal jihadist network that makes it harder for New Delhi to blame Pakistan for terrorist acts in India.

India’s strategic interest calls for taking advantage of Islamabad’s sour relationship with the current Afghan government to build a foothold in Afghanistan with which to create an additional lever against Islamabad along Pakistan’s northwestern rim. India has done so primarily through a number of development projects. Besides being one of the top five bilateral donors to the war-torn country, India has thousands of laborers in Afghanistan building schools, hospitals, roads and power plants. One of the most notable projects India has been involved in is the funding and construction of a 218-kilometer (about 135 miles) highway from Zaranj in Afghanistan’s southwestern Nimroz province to Delaram in Farah province.

Since Afghanistan forms a land bridge between South Asia and Central Asia, where vast amounts of energy and mineral resources are concentrated, India has a deeper interest in developing the necessary transit links to access the Central Asian energy market, which the Chinese already have tapped into extensively. India cannot rely on its Pakistani rival to allow Indian goods to flow overland. Under a current arrangement, Afghan goods to India must pass through Pakistan. But Pakistan does not allow Indian goods to transit Pakistan overland to Afghan markets. Instead, India relies on its favorable trading terms with Iran to transport Indian goods via the Iranian port of Chabahar to Afghanistan and on to Central Asia. In creating transit infrastructure in Afghanistan, like the Zaranj-Delaram highway, and between Afghanistan and Iran, India is developing alternative trade routes in the region that will allow it to bypass Pakistan.

The Question of Indian Troops for Afghanistan

Whether India should elevate its support for Afghanistan, to include deploying Indian forces to the country, has been the subject of quiet debate among Indian defense circles. The public rationale given for such a plan is that insurgents have targeted Indian laborers involved in reconstruction projects in Afghanistan, and that the small contingent of Indo-Tibetan Border Police (ITBP) in Afghanistan has proven insufficient to protect the laborers. In addition to regular attacks on Indian construction crews, the 2008 and 2009 bombings on the Indian Embassy in Kabul highlighted the threat that Pakistan could use its militant connections in Afghanistan to try and drive India out of the country.

Those arguing for an Indian military deployment to Afghanistan believe that placing Indian troops in the country would sufficiently alarm Pakistan to divert forces from its east, where Pakistani forces are concentrated in Punjab along the Indo-Pakistani border, to its northwestern border with Afghanistan. This (they hope) would shift some of the focus of Pakistani-Indian conflict away from Kashmir and the Indian homeland. Those calling for Indian troops are making a dangerous assumption, however, that the United States will remain in Afghanistan for the long haul and will be there to contain attempts by Pakistan to act against Indian military overland expansion in the region.

There are a number of reasons why this troop scenario is unlikely to play out. The most obvious constraint is the enormous logistical difficulty India would have in supplying troops in Afghanistan. If India cannot convince Pakistan to allow overland trade to Afghanistan, it can certainly rule out Pakistan agreeing to an Indian military supply line to Afghanistan. India is also extremely risk-averse when it comes to military deployments beyond its borders. It already is struggling with a counterinsurgency campaign in Kashmir and in Naxalite territory along the country’s eastern belt and remembers the deadly fiasco that followed the Indian deployment of forces to Sri Lanka to counter the Liberation Tigers of Tamil Eelam in the late 1980s. And Indian troops in Afghanistan would make prime targets for hardened jihadists receiving support from Pakistan.

At the same time, India is unwilling to bow to Pakistani pressure by downgrading its presence in Afghanistan. An inevitable U.S. drawdown from the region and a Pakistani return to Afghanistan translates into a bigger security threat for India. The more India can dig its heels in Afghanistan, primarily through reconstruction projects, the better the chances it will develop some say in Afghan affairs with which to check Pakistan’s regional ambitions. For its part, Pakistan will continue to demand that the United States use its leverage with New Delhi to minimize the Indian presence in Afghanistan and hand over the task of shaping the future Afghan government to Islamabad.

Though little of this discussion will hit the headlines, the disconnect in U.S.-Indian strategic interests — in which India wants the United States to sustain pressure on Islamabad and serve as a check on Pakistan-backed militancy while Washington needs to bolster Pakistan to withdraw from Afghanistan and maintain some balance in the region between the two nuclear rivals — will put a cloud over Obama’s high-profile visit. India might even have to share the spotlight during Obama’s tour, as rumors are circulating that the U.S. president may make a surprise visit to Afghanistan to show his dedication to the war effort. The U.S. administration has debated whether the president could make such a trip without stopping over in Pakistan to reduce the fallout that could emerge from having Air Force One bypass Pakistan in an Afghan-India trip. The delicate nature of these issues illustrates just how high-maintenance the region is for the United States, and how urgent Washington’s need is to keep relations with Pakistan on steady footing.

Leveraging a Mutual Concern Over China

While Pakistan and Afghanistan are pulling India and the United States apart, China could keep the emerging U.S.-India partnership from derailing. China’s insatiable appetite for resources, heavy reliance on export trade and overarching need to protect those vital commercial supply lines has driven Chinese naval expansion into the Indian Ocean Basin, namely through ports in Myanmar, Bangladesh, Sri Lanka and Pakistan and overland linkages through Pakistan and Myanmar on India’s flanks. Indian fears of Chinese encirclement have prompted New Delhi to modernize and expand the Indian navy. Just as the United States is interested in bolstering Japan’s naval defenses, Washington (along with Japan) views Indian military expansion in the Indian Ocean as a useful hedge against China.

India has watched with concern as China has become more aggressive in asserting its territorial claims in Arunachal Pradesh and Kashmir and has broached the suspect of more robust military assistance to Pakistan during its present time of need. Moreover, while India’s Nepal policy has largely been on autopilot, China has quietly built up its clout in the small Himalayan kingdom, threatening to undermine New Delhi’s influence in a key buffer state. China also has attempted to create a closer relationship with the junta and ethnic factions in Myanmar, where Beijing seeks oil and natural gas pipelines that will give some of its energy imports an overland route that will allow it to replace the Strait of Malacca.

Meanwhile, the United States is engaged in a standoff with China as it tries to end Beijing’s currency manipulation policies while Beijing is unwilling to comply due to the social and political costs of rapidly reforming its financial system. As bilateral trade tensions continue to simmer, China has sought to take advantage of the U.S. preoccupation with wars in the Islamic world to assert itself in areas of strategic interest, including the South China Sea and East China Sea and in territories it disputes with India. China’s sovereignty claims and military capability in the South China Sea are of particular concern to the United States. This level of assertiveness can be expected to grow as the People’s Liberation Army Navy continues to increase its clout in political affairs, though Beijing knows it must avoid provoking an outright confrontation with the United States.

Though U.S. attention is currently absorbed in trying to work out an understanding with Pakistan on Afghanistan (an understanding that will severely undermine the U.S.-Indian relationship in the near term,) it is only a matter of time before U.S. attention turns back toward countries like China whose interests potentially are on a collision course with U.S. interests. As U.S. attention on China increases, India can highlight its own fears of Chinese expansion in South Asia to bolster the Indian relationship with Washington, especially if China is able to maintain its internal stability long enough to sustain a bold foreign policy. 

The China factor could prove particularly useful for New Delhi to voice its concerns over more pressing threats, like Pakistan, as India and the United States attempt to work out the kinks of their bilateral relationship. Ultimately, India and the United States will have to agree to disagree on a number of issues, relying on high-profile state visits to keep up appearances. But a mutual concern over China may help reduce some of the current tensions between New Delhi and Washington over Pakistan in the future.

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Fri, 29 Oct 2010 20:17:00 -0700 Skilled immigration: Green-card blues http://jayshah.posterous.com/skilled-immigration-green-card-blues http://jayshah.posterous.com/skilled-immigration-green-card-blues

Skilled immigration: Green-card blues

 
A backlash against foreign workers dims business hopes for immigration reform.

BAD as relations are between business and the Democrats, immigration was supposed to be an exception. On that topic the two have long had a marriage of convenience, with business backing comprehensive reform in order to obtain more skilled foreign workers.

That, at least, was what was meant to happen. In March Chuck Schumer, a Democratic senator, and Lindsey Graham, a Republican, proposed a multi-faceted reform that would toughen border controls and create a path to citizenship for illegal immigrants while granting two longstanding goals of business: automatic green cards (that is, permanent residence) for students who earned advanced degrees in science, technology, engineering or maths in America, and an elimination of country quotas on green cards. The quotas bear no relationship to demand, leaving backlogs of eight to ten years for applicants from China and India. Barack Obama immediately announced his support.

But the proposal never became a bill, much less law. Mr Graham developed cold feet and withdrew his support; he was concerned that the Democrats were moving too quickly, as the economic misery that has turned Americans against foreign trade spread to dislike of foreign workers. Last year Congress made it harder for banks that had received money from the Troubled Asset Relief Programme to hire workers on H-1B visas, the most popular type for skilled foreign workers. In January the Citizenship and Immigration Service barred the use of H-1Bs for workers based on a client’s premises instead of their own company’s, a move aimed at outsourcing companies, many of them based in India.

In August even Mr Schumer, needing to look tough on outsourcing, pushed through a bill sharply raising H-1B fees on firms that depend heavily on the visas. Perhaps the most naked election-year hostility to foreigners appeared during the debate in September over a Democratic bill in the Senate that would have rewarded companies for firing foreign-based workers and replacing them with Americans. Charles Grassley, a Republican senator, responded with a proposal to prohibit any company that had laid off Americans from hiring visa workers at all. The bill did not win enough votes to break a filibuster.

Tightened restrictions, political aggravation and economic conditions seem to be having an effect. In 2009 the number of employment-based green cards and H-1B visas was the lowest in years (see chart). It took an unusually long time for the quota of H-1Bs for the fiscal year that ended on September 30th to be used up. Several Indian outsourcing companies have made a point of boosting local hiring at American facilities.

This is partly the result of the recession, which has hurt demand for all types of workers. But in a recent report the Hamilton Project, a moderately liberal research group, notes that the number of foreign workers in America has been declining for some time. This might reflect America’s diminished appeal to the world’s most sought-after workers, as well as brightening prospects in their own countries. A survey for the pro-immigration Kauffman Foundation in 2007 found that only a tiny proportion of foreign students planned to stay in the United States. This almost certainly extracts an economic toll, since immigrants are more likely than others to start businesses or file patents.

America’s immigration policies have long put a higher priority on family reunification than on employment. Legal immigrants to the country are more likely to have failed to finish high school than either native-born Americans or immigrants to other English-speaking countries. Immigrants to Canada are far more likely to have a college degree.

Legislators from both parties have at various times advanced proposals that would smooth the way for skilled migrants, but they have usually foundered on the more intractable problem of dealing with illegal immigration. These two issues can and should be separate,” says Michael Greenstone of the Hamilton Project. We are giving up economic growth by putting the two issues together.

Democratic Hispanic legislators oppose separating them for fear of losing business support for comprehensive reform. In principle, then, a Republican takeover of the House might increase the likelihood of a stand-alone bill on skilled immigration. That, however, is not the Republicans’ priority.

Lamar Smith, the Republican who would probably become chairman of the House judiciary committee, is more focused on deporting illegal immigrants and strengthening the border.
Still, it would be premature to write off the odds of immigration reform. If Mr Obama is to accomplish anything in the next Congress, he needs to find common ground with Republicans on something Business-friendly immigration reform might just qualify.

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Fri, 29 Oct 2010 18:57:25 -0700 Texting: Hazardous To Your Health http://jayshah.posterous.com/texting-hazardous-to-your-health http://jayshah.posterous.com/texting-hazardous-to-your-health


Texting: Hazardous To Your Health

john c. dvorak


One of my friends is the ultimate modern geek. He says he and his wife often sit at the same table with mobile devices and text each other while at the same table! Even more weird than this is that it doesn’t actually surprise me.


The more I think about this situation, the more I consider the unintended consequences, none of which has to do with computing. They have to do with your health.


It’s already been shown that the iPod, which has ruined the market for high-quality stereo speakers, is making kids deaf. You’ve been around this yourself. You are sitting next to someone and their iPod is turned up so high you can hear the song yourself. I have had this happen on noisy airplanes.


In California any bar with music playing has to have ear protection behind the counter for people who ask for it. Nobody seems to ask for it, unaware that listening to 100dB-plus noise for hours on end is awful for your hearing. The same apparently holds true for earbud wearers.


Sean Hannity, a national talk show host, was on the radio one day lamenting the fact that years of using headphones, which are far safer than ear buds for the ears, has hurt his hearing. He noted that this is a common ailment among people working in radio. Still, it does not hold a candle to earbud damage. Curiously there are all sorts of federal standards for dangerous noise, but not of these standards seem to be enforced


So the unintended consequences of the iPod and other MP3 devices is hearing loss among the youth of America. What about the iPhone and other mobile devices?


So the unintended consequences of the iPod and other MP3 devices is hearing loss among the youth of America. What about the iPhone and other mobile devices?


There seems to be some evidence that people are getting more and more nearsighted as they hunch over a desk and stare at a computer screen 12-inches away all day long. Book worms have always turned nearsighted too. And while some of this may be genetic, much of this may have to do with the muscles in the eye and its general ability to optimize for what it needs to do the most. Does anyone think it is healthy to stare at 4-point type on a dinky screen all day? Is it somehow good for your vision?


Real-life zombies are weaving in and out of traffic with one hand to their ear and one hand on the wheel, working and driving on reflex only.


I’d like to see the stats on vision anomalies a decade from now. Investors take note: optics companies and hearing-aid companies are going to be hot tickets!


The Zombie Frame of Mind

Besides these physical afflictions that prey upon the true believers of the iPod/iPhone, there is also a quality of life issue. Does anyone find it peculiar how users of these small devices have managed to isolate themselves from the cool things that exist in real life? I watch people zone out over some music while failing to see things around them. People are yakking on the phone while walking down the street almost oblivious to their surroundings. They are texting or chatting with friends who must also be in this state of isolation.


Does anyone think that this self-imposed isolation from immediate surroundings might actually be harmful somehow to the psyche or the whole person?


This could account for a number of weird social anomalies that everyone complains about, such as waning customer service and dissociated zombie-like people within corporations. I’ve never seen so many people totally disconnected from those around them in my life. A friend of mine, who notes the same phenomenon, claims that the recent explosion of referential material about zombies is the direct result of this genuine zombiefication of the masses because of these devices.


These real-life zombies are driving their car-like robots as they chat on the cell phone incessantly. They weave in and out of traffic with one hand to their ear and one hand on the wheel, working and driving on reflex only. Not really driving at all. Zombies. The brain is not in gear. This is a little more than distressing.


And then there are those who text message while driving a car. I always thought someone shaving in the mirror or putting on make-up in the mirror while driving was a bit scary. This is worse. And it is not improving.


This trend toward being connected is actually a trend toward being isolated. Yeah, you are connected to a limited number of people who you constantly communicate with, but you are isolated from the world at large. Get rid of these devices. NOW!


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http://posterous.com/images/profile/missing-user-75.png http://posterous.com/users/4aGahWWU2bUR Jay Shah jayshah Jay Shah
Tue, 26 Oct 2010 17:24:00 -0700 Political and Geopolitical Implications of US Elections http://jayshah.posterous.com/political-and-geopolitical-implications-of-us http://jayshah.posterous.com/political-and-geopolitical-implications-of-us
We are a week away from the 2010 U.S. midterm elections. The outcome is already locked in. Whether the Republicans take the House or the Senate is close to immaterial. It is almost certain that the dynamics of American domestic politics will change. The Democrats will lose their ability to impose cloture in the Senate and thereby shut off debate. Whether they lose the House or not, the Democrats will lose the ability to pass legislation at the will of the House Democratic leadership. The large majority held by the Democrats will be gone, and party discipline will not be strong enough (it never is) to prevent some defections.

Should the Republicans win an overwhelming victory in both houses next week, they will still not have the votes to override presidential vetoes. Therefore they will not be able to legislate unilaterally, and if any legislation is to be passed it will have to be the result of negotiations between the president and the Republican Congressional leadership. Thus, whether the Democrats do better than expected or the Republicans win a massive victory, the practical result will be the same.

When we consider the difficulties President Barack Obama had passing his health care legislation, even with powerful majorities in both houses, it is clear that he will not be able to push through any significant legislation without Republican agreement. The result will either be gridlock or a very different legislative agenda than we have seen in the first two years.

These are not unique circumstances. Reversals in the first midterm election after a presidential election happened to Ronald Reagan and Bill Clinton. It does not mean that Obama is guaranteed to lose a re-election bid, although it does mean that, in order to win that election, he will have to operate in a very different way. It also means that the 2012 presidential campaign will begin next Wednesday on Nov. 3. Given his low approval ratings, Obama appears vulnerable and the Republican nomination has become extremely valuable. For his part, Obama does not have much time to lose in reshaping his presidency. With the Iowa caucuses about 15 months away and the Republicans holding momentum, the president will have to begin his campaign.

Obama now has two options in terms of domestic strategy. The first is to continue to press his agenda, knowing that it will be voted down. If the domestic situation improves, he takes credit for it. If it doesn’t, he runs against Republican partisanship. The second option is to abandon his agenda, cooperate with the Republicans and re-establish his image as a centrist. Both have political advantages and disadvantages and present an important strategic decision for Obama to make.

The Foreign Policy Option

Obama also has a third option, which is to shift his focus from domestic policy to foreign policy. The founders created a system in which the president is inherently weak in domestic policy and able to take action only when his position in Congress is extremely strong. This was how the founders sought to avoid the tyranny of narrow majorities. At the same time, they made the president quite powerful in foreign policy regardless of Congress, and the evolution of the presidency over the centuries has further strengthened this power. Historically, when the president has been weak domestically, one option he has had is to appear powerful by focusing on foreign policy.
For presidents like Clinton, this was not a particularly viable option in 1994-1996. The international system was quiet, and it was difficult to act meaningfully and decisively. It was easier for Reagan in 1982-1984. The Soviet Union was strong and threatening, and an aggressive anti-Soviet stance was popular and flowed from his 1980 campaign. Deploying the ground-launched cruise missile and the Pershing II medium-range ballistic missile in Western Europe alienated his opponents, strengthened his position with his political base and allowed him to take the center (and ultimately pressured the Soviets into agreeing to the Intermediate-Range Nuclear Forces Treaty). By 1984, with the recession over, Reagan’s anti-Soviet stance helped him defeat Walter Mondale.

Obama does not have Clinton’s problem. The international environment allows him to take a much more assertive stance than he has over the past two years. The war in Afghanistan is reaching a delicate negotiating state as reports of ongoing talks circulate. The Iraq war is far from stable, with 50,000 U.S. troops still there, and the Iranian issue is wide open.

Israeli-Palestinian talks are also faltering, and there are a host of other foreign issues, ranging from China’s increasing assertiveness to Russia’s resurgent power to the ongoing decline in military power of America’s European allies. There are a range of issues that need to be addressed at the presidential level, many of which would resonate with at least some voters and allow Obama to be presidential in spite of weak political support.
There are two problems with Obama becoming a foreign policy president. The first is that the country is focused on the economy and on domestic issues. If he focuses on foreign policy and the U.S. economy does not improve by 2012, it will cost him the election. His hope will be foreign policy successes, or at least the perception of being strong on national security, coupled with economic recovery or a plausible reason to blame the Republicans. This is a tricky maneuver, but his presidency no longer offers simple solutions.

The second problem is that his presidency and campaign have been based on the general principle of accommodation rather than confrontation in foreign affairs, with the sole exception of Afghanistan, where he chose to be substantially more aggressive than his predecessor had been. The place where he was assertive is unlikely to yield a major foreign policy success, unless that success is a negotiated settlement with the Taliban. A negotiated settlement will be portrayed by the Republicans as capitulation rather than triumph. If he continues on the current course in Afghanistan, he will seem to be plodding down an old path and not pioneering a new one.

Interestingly, if Obama’s goal is to appear strong on national security while regaining the center, Afghanistan offers the least attractive venue. His choices are negotiation, which would reinforce his image as an accommodationist in foreign policy, or continued war, which is not particularly new territory. He could deploy even more forces into Afghanistan, but then would risk looking like Lyndon Johnson in 1967, hurling troops at the enemy without a clear plan. He could, of course, create a massive crisis with Pakistan, but it would be extremely unlikely that such an effort would end well, given the situation in Afghanistan. Foreign policy presidents need to be successful.
There is little to be done in Iraq at the moment except delay the withdrawal of forces, which adds little to his political position. Moreover, the core problem in Iraq at the moment is Iran and its support of disruptive forces. Obama could attempt to force an Israeli-Palestinian settlement, but that would require Hamas to change its position, which is unlikely, or that Israel make massive concessions, which it doesn’t think it has to do. The problem with Israel and the Palestinians is that peace talks, such as those under Clinton at Camp David, have a nasty tendency to end in chaos.

The European, Russian and Chinese situations are of great importance, but they are not conducive to dramatic acts. The United States is not going to blockade China over the yuan or hold a stunning set of meetings with the Europeans to get them to increase their defense budgets and commit to more support for U.S. wars. And the situation regarding North Korea does not have the pressing urgency to justify U.S. action. There are many actions that would satisfy Obama’s accomodationist inclinations, but those would not serve well in portraying him as decisive in foreign policy.

The Iranian Option

This leaves the obvious choice: Iran. Iran is the one issue on which the president could galvanize public opinion. The Republicans have portrayed Obama as weak on combating militant Islamism. Many of the Democrats see Iran as a repressive violator of human rights, particularly after the crackdown on the Green Movement. The Arabian Peninsula, particularly Saudi Arabia, is afraid of Iran and wants the United States to do something more than provide $60 billion-worth of weapons over the next 10 years. The Israelis, obviously, are hostile. The Europeans are hostile to Iran but want to avoid escalation, unless it ends quickly and successfully and without a disruption of oil supplies. The Russians like the Iranians are a thorn in the American side, as are the Chinese, but neither would have much choice should the United States deal with Iran quickly and effectively. Moreover, the situation in Iraq would improve if Iran were to be neutralized, and the psychology in Afghanistan could also shift.

If Obama were to use foreign policy to enhance his political standing through decisive action, and achieve some positive results in relations with foreign governments, the one place he could do it would be Iran. The issue is what he might have to do and what the risks would be. Nothing could, after all, hurt him more than an aggressive stance against Iran that failed to achieve its goals or turned into a military disaster for the United States.

So far, Obama’s policy toward Iran has been to incrementally increase sanctions by building a weak coalition and allow the sanctions to create shifts in Iran’s domestic political situation. The idea is to weaken President Mahmoud Ahmadinejad and strengthen his enemies, who are assumed to be more moderate and less inclined to pursue nuclear weapons. Obama has avoided overt military action against Iran, so a confrontation with Iran would require a deliberate shift in the U.S. stance, which would require a justification.

The most obvious justification would be to claim that Iran is about to construct a nuclear device. Whether or not this is true would be immaterial. First, no one would be in a position to challenge the claim, and, second, Obama’s credibility in making the assertion would be much greater than George W. Bush’s, given that Obama does not have the 2003 weapons of mass destruction debacle to deal with and has the advantage of not having made such a claim before. Coming from Obama, the claim would confirm the views of the Republicans, while the Democrats would be hard-pressed to challenge him. In the face of this assertion, Obama would be forced to take action. He could appear reluctant to his base, decisive to the rest. The Republicans could not easily attack him. Nor would the claim be a lie. Defining what it means to almost possess nuclear weapons is nearly a metaphysical discussion. It requires merely a shift in definitions and assumptions. This is cynical scenario, but it can be aligned with reasonable concerns.

Destroying Iran’s nuclear capability does not involve a one-day raid, nor is Iran without the ability to retaliate. Its nuclear facilities are in a number of places and Iran has had years to harden those facilities. Destroying the facilities might take an extended air campaign and might even require the use of special operations units to verify battle damage and complete the mission. In addition, military action against Iran’s naval forces would be needed to protect the oil routes through the Persian Gulf from small boat swarms and mines, anti-ship missile launchers would have to be attacked and Iranian air force and air defenses taken out. This would not solve the problem of the rest of Iran’s conventional forces, which would represent a threat to the region, so these forces would have to be attacked and reduced as well.

An attack on Iran would not be an invasion, nor would it be a short war. Like Yugoslavia in 1999, it would be an extended air war lasting an unknown number of months. There would be American POWs from aircraft that were shot down or suffered mechanical failure over Iranian territory. There would be many civilian casualties, which the international media would focus on. It would not be an antiseptic campaign, but it would likely (though it is important to reiterate not certainly) destroy Iran’s nuclear capability and profoundly weaken its conventional forces. It would be a war based on American strengths in aerial warfare and technology, not on American weaknesses in counter insurgency. It would strengthen the Iranian regime (as aerial bombing usually does) by rallying the Iranian public to its side against the aggression. If the campaign were successful, the Iranian regime would be stronger politically, at least for a while, but eviscerated militarily. A successful campaign would ease the U.S. withdrawal from Iraq, calm the Saudis and demonstrate to the Europeans American capability and will. It would also cause the Russians and Chinese to become very thoughtful.

A campaign against Iran would have its risks. Iran could launch a terrorist campaign and attempt to close the Strait of Hormuz, sending the global economy into a deep recession on soaring oil prices. It could also create a civil war in Iraq. U.S. intelligence could have missed the fact that the Iranians already have a deliverable nuclear weapon. All of these are possible risks, and, according to STRATFOR’s thinking, the risks outweigh the rewards. After all, the best laid military plan can end in a fiasco.
We have argued that a negotiation with Iran in the order of President Richard Nixon’s reversal on China would be a lower-risk solution to the nuclear problem than the military option. But for Obama, this is politically difficult to do. Had Bush done this, he would have had the ideological credentials to deal with Iran, as Nixon had the ideological credentials to deal with China. But Obama does not. Negotiating an agreement with Iran in the wake of an electoral rout would open the floodgates to condemnation of Obama as an appeaser. In losing power, he loses the option for negotiation unless he is content to be a one-term president.

I am arguing the following. First, Obama will be paralyzed on domestic policies by this election. He can craft a re-election campaign blaming the Republicans for gridlock. This has its advantages and disadvantages; the Republicans, charging that he refused to adjust to the electorate’s wishes, can blame him for the gridlock. It can go either way. The other option for Obama is to look for triumph in foreign policy where he has a weak hand. The only obvious way to achieve success that would have a positive effect on the U.S. strategic position is to attack Iran. Such an attack would have substantial advantages and very real dangers. It could change the dynamics of the Middle East and it could be a military failure.

I am not claiming that Obama will decide to do this based on politics, although no U.S. president has ever engaged in foreign involvement without political considerations, nor should he. I am saying that, at this moment in history, given the domestic gridlock that appears to be in the offing, a shift to a foreign policy emphasis makes sense, Obama needs to be seen as an effective commander in chief and Iran is the logical target.

This is not a prediction.

Obama does not share his thoughts with me. It is merely speculation on the options Obama will have after the midterm elections, not what he will choose to do.

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http://posterous.com/images/profile/missing-user-75.png http://posterous.com/users/4aGahWWU2bUR Jay Shah jayshah Jay Shah
Mon, 25 Oct 2010 15:37:00 -0700 Dangerous Islamization of Kashmir http://jayshah.posterous.com/dangerous-islamization-of-kashmir http://jayshah.posterous.com/dangerous-islamization-of-kashmir

Prime Minister Manmohan Singh has just returned from Kashmir. He appealed for peace and requested the “separatists” to return to the negotiating table. He held a series of conferences with the officials and political leaders. And as expected, he announced over Rs. 1000 crore sops to the state. Importantly, to score some misplaced points, he threatened the armed forces to behave properly in Kashmir, forgetting the fact that but for those forces he, or any Indian Prime Minister, would not have been able to land in the Srinagar valley.


But one fails to understand what did the Prime Minister achieve overall from his two-day Kashmir visit in concrete terms? Well, the media, both national and international, went overboard. The press in Pakistan, where our homer minister and foreign secretary are heading later this month, got enough material to comment on. But the separatists have not been impressed. And what is worse, the security forces have been greatly demoralized. It has become now quite routine for the civilian regime and elites in Kashmir to effortlessly raise their fingers at the Indian armed forces for all their troubles, thus providing fuels to the extremists and separatists. And on the flimsiest of pretexts, officials of the military and paramilitary forces are being framed and suspended.


Ironically, the Prime Minister has not deemed it fit to travel to other, and in a sense more turbulent, part of the country – the North East, particularly Manipur and Nagaland. People there have been facing a blockade for more than two months now. The government has totally mishandled the Naga issue, of late. If any part of the country needed the presence of the Prime Minister to assure the affected people and encourage their morale, it is North-East. But, Singh and his advisors do not think so. And that is perhaps due to the fact that a visit to North East will not attract headlines the way a visit to Kashmir will.


I have no problem with the “news-worthiness” of Kashmir. But what is worrying is that the central government and the dominant section within the strategic community in the country find it politically incorrect to reveal the real problem in the Kashmir valley from the viewpoint of India’s national interests. And that real problem is the growing Islamisation of the valley, which, in turn, makes any negotiated settlement of the Kashmir issue almost impossible. An “Islamic Kashmir” will have nothing to do with India. Let me explain this point.


Over the years, Kashmir has been witnessing what Bangladeshi scholar Abu Taher Salahuddin Ahmed says three principal trends – Indianness, Kashmiriness and Muslimness. The Indianness has been propagated by the federal forces of the country, be it the central government or national parties like the Congress and BJP. However, the problem in the state is due to the tussle between those believing in Kashmiriness and those loyal to Muslimness. Kashmiriness is an offshoot of the much talked about Kashmiriyat, which, while coexisting with Indianness, talks of inclusive or composite identity, binding all groups together and not offending any section. No wonder why despite being a Muslim-majority area, beef-eating, until recently, was virtually non-existent in the valley.


Of course, some scholars now point out that there were always differences between Muslims and Hindus (essentially Kashmiri Pundits) in their interpretations of the concept of Kashmiriyat. But those believing in the concept did promote coexistence. Majority of the Kashmiri Muslims, therefore, had no problems with the Hindus or for that matter with the Buddhists. And the important factor key to the success of the Kashmiriyat was the fact that overwhelming majority of the Kashmiri Muslims believed in Sufism or what is said the “Rishi tradition” that believed in saint and shrine worships. Of course, it was greatly facilitated by the fact that as was the case in other parts of the subcontinent, Muslims were essentially converts from the fold of Hinduism.


In contrast, the Muslimness always advocated the exclusive concepts in the valley. Promoted by the Wahhabi and Ahl-i-Hadith sects, this school relies more on the authority of the Quran and Hadith and totally opposed to the concept saints and shrine worships. This tradition or school has always been in minority in Kashmir, but it has been there always. It was behind the oraganisations like Muslim Conference and Kashmir Jamaat (KJ).


Needless to say that almost all the separatists and terrorist, including the so-called moderate separatist elements like Huriyat Conference, belong to the school of Muslimness. They have nothing to do with India. They believe in the theory of “Kashmir for Muslims”. Their essential argument is that they cannot coexist in a Hindu-dominated India.


Interestingly, these elements became active in Kashmir only after the 1979 Iranian revolution. It was after 1979 that one heard more and more of “liberation of Kashmir” and “Islamic revolution”. These elements became more vocal in politics also and formed many small political outfits. In September 1985, twelve such outfits came together to form the Muslim United Front (MUF). Soon the MUF claimed to provide an alternative to the National Conference of Farooq Abdullah on the ground that he “sold out” Kashmiris’ interests in the Accord with the then Prime Minister Rajiv Gandhi.


Since then, the political Islam has made firmer roots in the valley. The Pakistani support and assistance to the cause has greatly facilitated the cause. But what has really helped the Political Islam in the valley is the virtual politics of appeasement on the part of the central and state governments to the separatists. The likes of Atal Behari Vajpayee and Manmohan Singh have wrongly believed that by pandering to the demands of the Huriyat and civil right activists, the situation will improve. But appeasement will never work with forces of “Muslimness”; it will rather embolden them and strengthen the cause of “Kashmir for Muslims”. Did not we hear the likes of Mehbooba Mufti and Omar Abdullah even saying during the agitation over Amarnath Yatra last year that Kashmir must not compromise its Muslim character?


Fortunately, even today the majority of the people in the state would like to remain part of India, as evident by the recent opinion poll, conducted by Chatham House (UK) on either side of the Line of Control (LoC) in Jammu and Kashmir. The poll said that showed that only 2 per cent of the people of J&K want to be part of Pakistan. As many as 58 per cent of the 3,774 polled, in J&K and Pakistan-occupied Kashmir (PoK), are ready to accept the LoC as a permanent “soft border” — an idea dating back to the famous “Simla Agreement” of 1972 between Indira Gandhi and Zulfiqar Ali Bhutto.


That being the case, it is high time the Indian Prime Minister, whichever party he or she may belong to, stopped inviting the separatist leaders to the negotiating table. Because, any amount of concessions will not satisfy them. They just need to be ignored and their militant supporters need to be disciplined. They do not represent the majority. If they are imposing the so-called bandhs and people are listening to them it is mainly because of the fear they have generated in the people’s hearts and the self-imposed helplessness of our security forces.

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http://posterous.com/images/profile/missing-user-75.png http://posterous.com/users/4aGahWWU2bUR Jay Shah jayshah Jay Shah