Aug 27, 2012

Thailand - Giants stumbling in different directions

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Having read so many puff pieces about the “growth story” of China and India, on how these economies will be the saviours of Asean in case the Western hemisphere goes for a spin, I get the message. But lately the on-the-ground realities in these two huge countries are making me doubt what the truth is.

China, which is undergoing its once-in-a-decade leadership change, is engineering a “controlled” slowing of its economy, which has major implications not just in this region but across the world.

The outgoing and incoming political leadership in Beijing, meanwhile, has been distracted by the sensational show trial and suspended death sentence given Gu Kailai, the wife of fallen Politburo member Bo Xilai. These leaders are doing everything possible to downplay talk of a possible rift in the Chinese Communist Party, which nonetheless has to prepare for further fallout from possible moves by supporters of the ambitious Mr Bo.

Vice President Xi Jinping, who is to succeed President Hu Jintao in October, might be wondering what kind of mess he’s walking into.

Businesses across the region, meanwhile, are complaining about China’s managed slowdown and how it is affecting their trade volumes, margins and the overall business environment.

No one ever said China owed the rest of the world a living, though, and policymakers in Beijing are much more focused on preserving stability in a country of 1.3 billion people. An economic shock is the last thing China or Asia need.

If China can’t come to the rescue, then it will be up to India, or so we keep reading.

Well, think again, for India itself is not in the best shape at the moment. There’s been little progress by the corrupt government led by the Congress Party, beyond efforts by individual members to stack up cash reserves in Singapore and Switzerland.

Not a week goes by without a new scandal being reported, only the size of the corruption just keeps getting bigger.

Most recently, India’s Comptroller and Auditor General (CAG) estimated that the exchequer lost billions of dollars by failing to auction valuable coal mining rights, the responsibility of a ministry controlled by Prime Minister Manmohan Singh himself.

Two other CAG reports accused the government of allocating power projects and land for Delhi’s flagship airport at a fraction of market prices rather than through bidding.

Since  mid-2004, private operators who won coal blocks without competition may have enjoyed “financial gains to the tune of 1.86 trillion rupees ($33.4 billion)”, said the CAG.

Splashed across newspapers were headlines such as “Our likely loss: Rs 3,800,000,000,000 ($69 billion),” referring to the revenue Indian taxpayers may have lost in the three sectors.

This comes on top of the nearly $40 billion that taxpayers lost from the 2008 corruption scandal in the telecom industry, which the Supreme Court voided the 122 mobile licences this year.

Put all that together and that’s nearly 10% of India’s entire GDP of $1 trillion — now that’s a number worth considering.

India, which sees itself as the future of Asia and is even preparing to send a manned mission in space, seems to be forgetting that it needs to clean up its own house first. That starts with rooting out dirty ministers, some of whom make Thailand’s politicians look like amateurs.

Some Indian politicians reportedly own massive mansions across the region from Singapore to Phuket as they “invest” their ill-gotten wealth.

India should be thankful that it has a robust private sector that’s keeping its economy humming, for if it was up to the politicians the economy would have gone south long ago.

And here is something that Indians (mark my words, not the Indian government) should think about when they go to polls (hopefully soon): China, a country the Indians like to smugly say is “not a democracy”, has decided to clean up corruption in a major way.

The Beijing government is said to be preparing to implement a five-year plan to eliminate corruption once the Communist Party Congress ends in October, top official He Guoqiang was quoted as saying by India’s Business Standard.

Mr He, a member of the Standing Committee of the Political Bureau of the Central Committee of the CPC, described the improvements as a “dynamic and long-term strategic project”.

That is the commitment of a ‘not democratic’ country to weed out the problem, but politicians in “democratic” India seem more focused on hoarding funds.

It’s time for the Indian premier to assess himself and gracefully exit, for he was concurrently holding the coal portfolio for five of the eight years in which auditors said the taxpayers were cheated.



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