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Diplomacy
Narendra Modi with Secretary Antony Blinken and Vice President Kamala Harris

India and Vietnam are partnering with the US to counter China − even as Biden claims that’s not his goal

by Leland Lazarus

This fall, Senate Majority Leader Chuck Schumer is slated to lead a bipartisan group of U.S. senators to China. The planned trip, like other recent visits to China by high-ranking U.S. officials, is aimed at improving the relationship between the U.S. and China. Such efforts to ameliorate U.S.-China diplomatic relations come amid growing tensions between the two economic giants. They also run parallel to U.S. efforts to strengthen ties with Indo-Pacific countries to limit Beijing’s influence. Take, for example, President Joe Biden’s September 2023 trips to India for the G20 summit and to Vietnam, where U.S. competition with China was a focus of Biden’s discussions. While he was in Asia, Biden made several agreements in science, technology and supply chain security designed to bolster U.S. relations with India and Vietnam. “I don’t want to contain China,” the president told reporters in Hanoi on Sept. 10, 2023, shortly after meeting with Vietnam’s communist party leader. U.S. Reps. Mike Gallagher and Raja Krishnamoorthi echoed similar sentiments during an event held by the Council on Foreign Relations think tank in New York City the following day. But even if the U.S.’s stated goal isn’t to limit China’s global influence, its recent agreements with India, Vietnam and other countries may do exactly that. What US-led G20 deals mean for China The U.S. is actively looking for ways to blunt one of China’s best tools of influence: international loans. During the G20 summit Sept. 9-10 in New Delhi, the U.S. pledged to help reform the World Bank and International Monetary Fund to make them more flexible in lending to developing countries to finance renewable energy, climate mitigation and critical infrastructure projects. Biden committed the first US$25 billion to make those reforms possible and secured additional financial pledges from other countries totaling $200 billion in new funding for developing countries over the next decade. The U.S. also signed onto a deal with the European Union, Saudi Arabia and India that will help connect the Middle East, Europe and Asia through rails and ports. Characterizing it as a “real big deal,” Biden said the rail and ports agreement would help stabilize and integrate the Middle East. These plans are aimed at providing an alternative to China’s Belt and Road Initiative. Commonly referred to as BRI, the initiative is China’s international infrastructure loan program. Over the past decade, Chinese government agencies, banks and businesses have loaned more than $1 trillion abroad, and 60% of the recipient countries are now in debt to these Chinese entities. The U.S. and other countries have long criticized BRI as “debt trap diplomacy.” One study suggests that the trillions of dollars in infrastructure loans to countries by the government and quasi-government bodies in China typically lead to debt problems that the borrowing countries can’t manage. As China grapples with a slowing domestic economy, it may become more difficult for Chinese entities to keep shelling out funding for big-ticket overseas projects. The new U.S.-led agreements that come out of the G20 could fill the coming gap. These G20 plans complement existing Western economic initiatives to compete with the BRI, including U.S. trade pacts for the Indo-Pacific region and the Americas, the EU’s Global Gateway and the G7’s Partnership for Global Infrastructure and Investment. What the US’s agreement with India means for China In their meeting on the sidelines of the G20, Biden and Indian Prime Minister Narendra Modi agreed to deepen collaboration on developing critical and emerging technology, such as quantum computing and space exploration, as well as 5G and 6G telecommunications. This will help India compete with China in the technological arena in the Indo-Pacific. The telecommunications portion of a joint statement by Biden and Modi specifically mentions the U.S.’s Rip and Replace program. It is about helping smaller telecommunications companies rip out technology from Chinese companies like Huawei or ZTE and replace them with network equipment from the West that will protect users’ data. The U.S. has banned Huawei and ZTE equipment from its telecommunication networks, deeming those companies national security risks. The U.S. and India’s pledge to support Rip and Replace is a direct counter to China’s telecommunication technology expansion. What the US’s agreement with Vietnam means for China In Vietnam, Biden elevated the bilateral relationship to a comprehensive strategic partnership, expanding the relationship in everything from economics to education to technology in a country that has long counted China as its top trading partner. The enhanced partnership includes the U.S. providing $2 million to fund teaching labs and training courses for semiconductor assembly, testing and packaging. One company in Arizona and two in California have already pledged to set up semiconductor factories and design centers in Vietnam, and the U.S. artificial intelligence company Nvidia will help Vietnam integrate AI into automotive and health care systems. All these investments will make Vietnam even more attractive to U.S. and Western companies that don’t want China to be the sole source of their supply chain. As Vietnam becomes a key player in the semiconductor market, it will shrink China’s share of the market as well as its regional technological advantage. The U.S. also agreed to provide nearly $9 million to help Vietnam patrol the waters around its borders and beef up port facility security, as well as boost efforts to fight illegal, unregulated and unreported fishing, or IUUF. While not explicitly mentioned, China is the target of this initiative; China and Vietnam continue to be at loggerheads over disputed claims over the Spratly Islands in the South China Sea, and Chinese industrial fishing vessels are the largest culprits of IUUF around the globe. By inking these agreements at the G20 in India and in Vietnam, the U.S. broadened its circle of allies and partners in the Indo-Pacific that can help counterbalance China. Along with similar diplomatic accomplishments by Vice President Kamala Harris at the recent ASEAN summit in Indonesia; security partnerships like AUKUS, between the U.S., Australia and the UK, and the Quad, between the U.S., India, Australia and Japan; increased military sales and training to Taiwan; and the recent Camp David meeting Biden held with Japan and South Korea, the U.S. is building partnerships all across Asia. These actions are aimed at restraining China’s political, economic and military might, even if U.S. leaders don’t explicitly say that is their intention. Regardless of rhetoric, actions speak louder than words.

Diplomacy
North Korean President Kim Jong-un with Vladimir Putin

Russia-North Korea talks

by Vladimir Putin

Vladimir Putin and Chairman of State Affairs of the Democratic People’s Republic of Korea Kim Jong-un held talks at the Vostochny Space Launch Centre. Following the talks with participation of the countries’ delegations, the two leaders held a one-on-one meeting. * * * President of Russia Vladimir Putin: Mr Chairman, I am delighted to see you again and to welcome you to Russia. This time we are meeting at the Vostochny Cosmodrome, just as we agreed. We are proud of the way this sector is developing in Russia, and this is our new facility. I hope that it will be of interest to you and your colleagues. However, our meeting is taking place at a special time. The People’s Democratic Republic of Korea has recently celebrated the 75th anniversary of its founding, and we established diplomatic relations 75 years ago. I would like to remind you that our country was the first to recognise the sovereignty and independence of the Democratic People’s Republic of Korea. This year we mark 70 years since the end of the war for independence and the Korean people’s victory in that war. It is a landmark date because our country also helped our friends in the Democratic People’s Republic of Korea to fight for their independence. Of course, we need to talk about our economic cooperation, humanitarian issues and the situation in the region. There are many issues we will discuss. I would like to say that I am glad to see you. Thank for accepting our invitation to come to Russia. Welcome. Chairman of State Affairs of the Democratic People's Republic of Korea Kim Jong-un (retranslated): I express my gratitude to you for inviting us despite your being busy with state affairs. Our visit to Russia is taking place at a very important time. The Russian side is giving a warm welcome to the delegation from the Democratic People's Republic of Korea. From the moment we arrived in Russia, we could feel the sincerity of our Russian friends. On behalf of the Democratic People's Republic of Korea, I express my gratitude to you and to the people of the Russian Federation. I also thank you for paying so much attention to our visit to Russia. We have been able to see with our own eyes the present and the future of Russia as it builds itself as a space power. Right now, we are having a meeting at a very special moment, right in the heart of the space power which is Russia. As you mentioned, the Soviet Union played a major role in liberating our country and helping it become an independent state, and our friendship has deep roots. Currently, our relations with the Russian Federation are the top priority for our country. I am confident that our meeting will serve as another step in elevating our relations to a new level. As you have just mentioned, we have many issues pertaining to the development of our relations, including politics, the economy and culture, in order to contribute to the improvement of the well-being of our peoples. Russia is currently engaged in a sacred battle to defend its state sovereignty and security in the face of the hegemonic forces that oppose Russia. We are willing to continue to develop our relations. We have always supported and will continue to support every decision made by President Putin, as well as the decisions of the Russian Government. I also hope that we will always stand together in fighting imperialism and building a sovereign state. Once again, I express my gratitude to you for providing us with the opportunity to visit Russia and for paying so much attention to our visit. Vladimir Putin: Thank you. <…>

Diplomacy
Minister of Foreign Affairs of Denmark Lars Løkke Rasmussen

Speech of Danish Foreign Minister Lars Løkke Rasmussen - We will pursue a clear-sighted and realistic China policy

by Lars Løkke Rasmussen

This week I travel to China for the first time as Danish foreign minister. I was there at the end of 2017. At that time, I was prime minister and Xi Jinping had been president for four years. It was clear that there were major political changes underway in China - but also that there was still a desire for engagement and cooperation with the outside world. Here, six years later, the picture is different. China continues to pursue its interests in the world. But now with greater assertiveness and more muscle, and China is trying more directly to change the world order as we know it to China's own advantage. And they go to great lengths to protect their political system from outside influence. We in the West are therefore forced to relate to China in a different way.  And that is exactly why I look forward to setting foot on Chinese soil again. Because even if we disagree politically on a number of things, not least in terms of values, China cannot be avoided. Neither economically nor politically. China is the world's largest economy when adjusted for purchasing power. China's GDP is on par with Europe's combined. China is now and in the coming years indispensable for the value chains of our business life. We also need China to solve the climate crisis. The country accounts for 30% of global emissions of greenhouse gases. Without China, we simply cannot achieve our climate ambitions. Just like China, it is a producer of many – indeed too many – of the technologies and raw materials that form a central part of our own green transition. Over the past many years, we in the West have become too dependent on China in several critical areas. There is no doubt about that. We have been somewhat naive for a long time. But we cannot react by decoupling ourselves from China now. It is simply not possible. We must be pragmatic idealists, as I call it, and pursue a committed, clear-sighted, and realistic China policy. This means, first of all, that we must free ourselves from critical dependencies. We must minimize our risk and become more resilient. In plain Danish, we in Denmark and Europe must be able to stand on our own two feet to a greater extent. The time when we perceived the whole world as one big factory is over. We must look after our supply chains at the seams. This applies to energy, critical raw materials, and technology. And then Denmark and the EU must pursue a more robust and strategic trade and industrial policy. Denmark, the EU, and our allies have significantly tightened their approach to China in recent years. It is wise and necessary. We must continue to address the challenges with China when it comes to interests, values and security with our partners and allies. The latter is important because Denmark cannot cope with Chinese power on its own. No European country can do that alone; for that, the size ratio is too unequal. Therefore, it is alpha and omega that we stand together in the EU on our approach to China in close dialogue with the USA and our allies in NATO. At the same time, pragmatic idealism means that we must not overrule. Driving from one ditch to another doesn't help. Europe must not become generally protectionist and we must cooperate with China on our common interests. My trip to Beijing and Shanghai has three purposes. Firstly, to agree a new Danish-Chinese work programme. Secondly, to open doors for Danish business so that they can deliver the green solutions the Chinese demand. And thirdly, to have an honest conversation with the Chinese government about our bilateral relations, about developments in the world and the things we see differently. There are many issues to discuss with China. Over the past 10 years, China has increased political control over its own population and suppression of fundamental freedoms. In Hong Kong, democracy and freedom of assembly and speech no longer exist. Uighurs are oppressed in Xinjiang. And in Tibet, a slow erosion of ethnic Tibetan culture and identity has long been underway. There is also the conflict over Taiwan. Half of all the world's containers are sailed through the Taiwan Strait, so the relationship across the strait has consequences for the whole world. Also, for the EU and Denmark. We emphasize that the conflict is resolved peacefully without violence, threats, or coercion. Like the USA and most other countries, Denmark pursues a one-China policy. This does not change the fact that we have strong economic and cultural ties to Taiwan. And many Danes have – like me – sympathy for the democratic governance reform that has been chosen in Taiwan. In light of Russia's aggression against Ukraine, it is also clear that China's close partnership with Russia is worrying. China has neither condemned the invasion nor demanded that Ukraine's full territorial integrity be restored, just as China is helping to spread Russian disinformation. In return, China has emphasized that it will not support Russia's aggression militarily. It is an important commitment and signal, and we must take them at their word. As a permanent member of the UN Security Council, China has a special responsibility to engage actively in the peace dialogue to end the war in Ukraine. We look at many things differently. When it comes to human rights, we must continue to hold China to international obligations. At the same time, the trade and climate conditions are such that we have to cooperate in those areas. Our current work program with China expired in 2020, so it is long overdue for renewal. Several have argued that Denmark should end the cooperation. I don't think that would be in Denmark's interest. At the same time, it would be a significant and wrong political signal not to renew it at all. But we have known for a long time that the program should look different. It used to be quite broad – even too broad, in retrospect. The new program must be more focused. We will cooperate with China on climate, green energy, environment, sustainable food production, green shipping, and health. For example, we can help China reduce its greenhouse gas emissions. It is good for both the climate and for Danish exports. It is important for us to focus the cooperation on the green areas in particular. If we only want to cooperate and talk with those we completely agree with, then I wouldn't have many places to go as Secretary of State. And that would not be good for either the economy or the climate. And not good for the overall political situation either. China is constantly seeking cooperation with countries around the world. They have global ambitions. They are not only asserting their influence in Asia, but also in Africa and Latin America. They offer themselves as partners in very specific ways without demands for democracy and human rights. Construction of highways and railways. Expansions of airports. Mining. China has invested billions of dollars in major construction projects across the African continent and created a huge debt burden. That kind of counts. Also, when it comes to votes in the UN. We in the West have to deal with that. Considered and strategic. We must strengthen existing partnerships and build new alliances based on equality and respect. We need to think more about building relationships. Education. Research. Exchange. We must also be present out there – in Africa, Asia, and Latin America – with offers for concrete collaborations. And get off the moral high horse a little. China's changed face could perhaps be glimpsed in 2017, when I was in China last. Now the challenge is clear to everyone. We must be critical of a number of China's global ambitions and their political system at the same time as we cooperate on trade and climate. This requires a committed, clear-sighted, and realistic China policy.

Defense & Security
Kim Jong Un with Russian Defence Minister Sergei Shoigu during the ceremonies marking the 70th anniversary of the end of the Korean War

This is how likely North Korean arms shipments to Russia are

by Frederic Spohr , Jannik Krahe

North Korean leader Kim Jong Un and Russian President Vladimir Putin have met at the Vostochny Cosmodrome, a spaceport in eastern Russia. Since Russia's war of aggression against Ukraine, the two states have grown significantly closer – and could now agree on arms supplies for Russia's war of aggression against Ukraine.  Russian President Vladimir Putin and North Korea's strongman Kim Jong Un held four hours of consultations. According to state media, the two leaders agreed on several cooperation projects and assured each other of solidarity. Most explosively, Russia plans to assist North Korea with its satellite program. Such support would almost certainly violate UN sanctions. Fittingly, the meeting took place at the Vostochny spaceport. Putin and Kim immediately went on a tour of inspection. Kim has "great interest in rocket technology and a focus on progress in space," Putin said. "I plan to acquaint him with the latest technologies during our tour of the base." The U.S. even assumes that an even hotter topic was on the agenda: ammunition deliveries to Russia for the war of aggression against Ukraine.  According to John Kirby, spokesman for the U.S. Security Council, Russia wants to order missiles and artillery shells from North Korea. Analysts believe it is realistic that North Korea will indeed supply arms. The composition of Kim's delegation also points to talks on arms deliveries. The head of state is being accompanied to Russia by high-ranking military officials, including Defense Minister Kang Sun Nam and Jo Chun Ryong, the head of the Munitions Industry Agency. It is the first foreign visit of Kim Jong Un in four years. The North Korean leader came to Vostochny in his luxury armored train. The meeting with Putin is another sign of rapprochement between the two states. North Korea is interesting to Russia not only as a possible munitions supplier. The Asian country is also one of the few states that diplomatically support Russia's invasion. With only six other states, North Korea voted against a resolution for Russia's withdrawal from Ukraine at the recent UN General Assembly. Even Iran, which supports Russia with drones, abstained from the vote. The North Koreans, on the other hand, are securing the support of a veto power in the UN Security Council by cooperating more closely with Russia. At the same time, they reduce their one-sided dependence on China, which is actually their most important partner. Moreover, closer cooperation could improve the desolate economic situation. In particular, the supply of food has deteriorated massively since the beginning of the Corona pandemic. The U.S. assumes that North Korea could probably pay for arms deliveries with food, among other things. In addition, North Korea will ask for raw materials and defense know-how in return. In addition to weapons, North Korea would also be able to send workers to Russia. Russia also has a labour shortage due to conscription because of the war. North Koreans could fill this gap – and bring foreign currency into the North Korean treasury. As early as last November, the U.S. had accused North Korea of supplying the Russian mercenary force Wagner with weapons. In January, Security Advisor John Kirby showed satellite images of a freight train allegedly delivering missiles to Russia.  However, this was not conclusive evidence of North Korean arms shipments to Russia. In the summer, the Financial Times published a report about North Korean weapons in Ukraine – but they were in the hands of the Ukrainian army. The Ukrainian Defense Ministry suggested in the report that the weapons had been captured by Russia. At present, however, there is nothing to suggest that North Korean weapons are being used on a large scale in Ukraine – the USA also admits this. Both states have denied reports of arms deliveries. Russia in particular could lose credibility if it actually obtains weapons. The UN Security Council has banned North Korea from exporting weapons with Russia's consent. If Russia were to actually import weapons now, it would undermine its own sanctions. However, there are many indications that Russia no longer feels bound by the rules in the Security Council anyway and is pushing ahead with an arms deal.  In July, Russia's Defense Minister Sergei Shoigu had already travelled to North Korea. Kim gave him a tour of a weapons display there featuring the latest North Korean military technology, including combat drones. At a military parade, Shoigu also inspected ballistic missiles actually banned by the UN Security Council. Also taking part in the tour was Deputy Defense Minister Aleksei Krivoruchko, who is responsible for Russia's ammunition and weapons procurement.  According to analysts, Russia is primarily interested in artillery ammunition: North Korea has shells compatible with Russian guns in 152mm and 122mm calibres.  Short-range missiles could also be on the Russians' shopping list. The North Korean KN-23, for example, is a further development of the Russian Iskander missile. Accordingly, Russian soldiers are likely to be familiar with the handling of the weapon. According to military experts, the KN-23 has a range of almost 700 kilometres. The KN-23 was also on display at the weapons exhibition Shoigu visited in North Korea. The United States is threatening North Korea that it will have to pay a "heavy price" if it actually supplies weapons. However, the U.S. has little opportunity to put North Korea under further pressure. However, bilateral sanctions, as well as sanctions imposed by Western allies, can hardly be increased. Russia, and presumably China as well, are preventing global sanctions in the UN Security Council - and seem unlikely to implement current sanctions. However, the Americans can act against companies that support secret trade between North Korea and Russia. For example, in mid-August, the U.S. Treasury Department imposed sanctions on three Slovak companies. They allegedly tried to organize secret arms deals between Russia and North Korea.

Diplomacy
Russian President Vladimir Putin with China's Vice Premier Zhang Guoqing during Eastern Economic Forum

Meeting with the Deputy Premier of the State Council of China, Zhang Guoqing

by Vladimir Putin

Vladimir Putin met with Vice Premier of the State Council of the People's Republic of China Zhang Guoqing. President of Russia Vladimir Putin: Mr Zhang Guoqing, friends, I am very pleased to see you and to welcome you to Russia, to Vladivostok. China has traditionally participated in this forum for many years now. I had the pleasure of welcoming the President of the People's Republic of China to it. He participated in person, spoke here, and then took part in the forum in the videoconference format. I would like to take this opportunity to ask you to convey my best wishes to the President of the People's Republic of China, with whom I have friendly work-related and personal relations. This certainly helps promote bilateral relations and ties between our countries. We know you well as a very business-like person. You headed a major company and now engage in matter of industry. As far as I know, you have already had the chance to meet with your counterparts, deputy prime ministers [Yury] Trutnev and [Denis] Manturov. The latter is in charge of the industrial block in the Government. I would like to note that thanks primarily to the efforts of our governments and business circles, Russia-China relations in this area – the area of economic cooperation – have reached a very high level. Of course, this is a derivative of what has been achieved in the political sphere, but nevertheless the results are more than good, they are excellent, and every year our trade grows by almost one third. This year, too, over the first seven months of it, the trade is up by about the same amount, I think, 24 percent – to as much as 120 billion. The goal President Xi Jinping and I have set – to reach the US$200 billion mark in trade – can be achieved very soon, already this year. I am confident that our relations will keep the current pace. We are glad to welcome you, and I would like to thank you for your decision to come and take part in the Eastern Economic Forum. Welcome. Vice Premier of the State Council of the People's Republic of China Zhang Guoqing (retranslated): Thank you, Mr President, for the opportunity to meet with you. First of all, I would like to pass on to you sincere regards and best wishes from President Xi Jinping. We also wish to offer heartfelt congratulations on the successful organisation of the 8th Eastern Economic Forum. Under the strategic direction of President Xi Jinping and President Vladimir Putin, China and Russia have deepened their overarching partnership and strategic cooperation in this new era. Our relations have maintained a consistently high dynamic. As you rightly noted, our countries have provided resolute mutual support in matters concerning our key interests. We are deepening political cooperation and trust and multiplying our mutual interests, bringing our nations closer. Our multi-dimensional practical cooperation is moving forward progressively, and the range of our bilateral cooperation is constantly expanding. Mr President, you noted the volume of our trade for the first seven months of this year, but in the first eight months of this year, the bilateral turnover reached US$155.1 billion, which is 32 percent higher year-on-year. We have every reason to believe that the goal set at the highest level, to reach US$200 billion in bilateral trade, will be achieved earlier than the end of the year. Last March, President Xi Jinping made a successful state visit to Russia, during which a new large-scale plan for developing China-Russia relations was outlined and new guidelines were set. Currently, the Chinese nation, under the true leadership of the Central Committee of the Chinese Communist Party, centred around comrade Xi Jinping, is promoting the comprehensive Chinese modernisation focused on high-quality development. We are ready to share development opportunities and deepen mutually beneficial cooperation with our Russian colleagues. Vladimir Putin: We highly value and appreciate the fact that, as you mentioned, the President of China made his first foreign visit after his re-election to Russia. This indicates that the relations between Russia and China have reached an unprecedented and historic level in the past few years. As you said, we will continue working together.

Diplomacy
The leaders of four BRICS countries, Lula, Xi Jinping, Cyril Ramaphosa with Russian Foreign Minister Sergey Lavrov

BRICS and the West: Don’t Believe the Cold War Hype

by Cedric H. de Coning

While it is prudent to be cautious, it may also be wise to explore cooperation in those areas where there are shared interests rather than assume that the BRICS and the West are strategic rivals on all fronts.This analysis was first published in the Global Observatory, 30 August 2023.When Jim O’Neill coined the BRIC acronym in 2001, the point he was trying to convey was that the global economic system needed to incorporate the world’s largest emerging economies. His advice fell on deaf ears and in 2009, Brazil, China, India and Russia decided to take matters into their own hands and formed the BRIC grouping. South Africa joined the group in 2010 to form the BRICS. This July, the group held its 15th summit in South Africa, where they decided to add six new members: Argentina, Egypt, Ethiopia, Iran, Saudi Arabia and the United Arab Emirates. More are likely to join in the future, including countries like Indonesia and Nigeria. What these countries have in common is a frustration, if not a grievance, about being side-lined to the periphery of the world economy. Together, the BRICS represent approximately 40% of the world’s population. The combined size of their economies are approaching approximately 30% of the world’s GDP, which puts them roughly on par with combined size of the economies of the G7 countries, depending on whether size is measured in GDP or PPP.  More importantly, in the next few decades, the combined size of the BRICS economies will surpass that of the G7. Despite this growing parity, all the members of the BRICS, with the exception of Russia, self-identifies as being part of the Global South, i.e., they feel excluded from a global system dominated by the Global North. Their stated aim is to work towards a future system of global governance where they will have equal political and economic say in global institutions, and where no one state will dominate others. In pursuit of this aim, BRICS countries have established their own development bank, set up their own contingency reserve arrangement, are developing their own payment system, and have started to trade with each other in their own currencies. The BRICS want to free their economies from the dollar-based international financial system. They feel exposed to United States interest rates that can have a negative effect on their economies, for no domestic reasons. The dollar-based financial system also provides the US with significant advantages in the global economy, which the BRICS see as unfair. They also feel a dollar-based financial system gives the US hegemonic influence in global affairs, through for example, exerting US jurisdiction on all dollar-based trade or investments that flow through US banks or financial institutions. While the BRICS countries have these clear shared macro-economic interests, many of the members also have competing interests in other domains. China and India are geopolitical rivals in South Asia. Egypt and Ethiopia are at loggerheads over the Nile. Brazil, India, South Africa and the newly-added Argentina are democracies, while other countries in the group are governed by a diverse set of autocratic regimes, which could set up an irreconcilable clash of values on some issues. Many of the members of the BRICS also have close ties to the United States and Europe, including Egypt, India, Saudi Arabia and South Africa. South African President Cyril Ramaphosa, in a televised statement to the nation on the eve of hosting the BRICS summit in South Africa, explained that South Africa remains non-aligned, and he announced that in 2023 the country will also host a major United States-Africa trade meeting and an EU-South Africa summit. South Africa will also host the G20 in 2025, the first in Africa. For many countries, membership of the BRICS does thus not necessarily imply aligning themselves with one global alliance versus another, but rather cooperation in a group around a series of shared interests. Where does this place the BRICS on the Russian war in Ukraine? The BRICS summit in Johannesburg steered clear of taking a position on the war, other than welcoming mediation aimed at resolving it through dialogue and diplomacy. Some BRICS members like Iran are clearly supporting Russia, while most others have stopped short of either supporting or condemning Russia. For many such as Egypt, the war has adversely affected their economy. Two of the BRICS members, Egypt and South Africa, are part of an African initiative to seek a mediated end to the conflict, which is perhaps the first African initiative to mediate an international conflict. Overall, however, the BRICS have their eyes on the medium- to long-term transformation of the global macro-economic and financial system, and countries like China are probably frustrated that the Russian war in Ukraine has drawn attention away from this larger objective. Are the BRICS and the West headed for a new cold war? The shift in the center of gravity of the global economy to the East is an unstoppable fact driven by demographics and economic factors like the cost of production. At the same time, Europe and the United States will remain major economic players. In tandem with these changes in the global economy, it is clear that the global political order will become more multipolar, with China, Europe, India, and the United States representing some of the major centers of influence. In an August 27 article, Jim O’Neil argues that the influence of the BRICS will be determined by their effectiveness, not their size. An expanding BRICS will most likely succeed in helping its members to break free from a dollar-based international financial system, but that will take several decades of incremental change before it reaches a tipping point. Whether that is a good or bad thing depends on the degree to which your economy is tied to the United States. Many of the BRICS countries, including China, Egypt, India, Saudi Arabia, and South Africa all have economies whose prosperity are closely tied to the Unites States. They will thus have an interest in a slow, stable freeing up of the international financial system, and this should give everyone that is prudent time to adapt. The same logic also applies to changes in global governance architecture. Apart from Russia, all the other BRICS countries have an interest in making sure that changes in the global order are managed at a slow steady pace that does not generate instability. All the BRICS countries, apart from Russia, are also strong supporters of multilateralism, with the United Nations at its center. Many Western countries and BRICS members may thus have more shared interests than the doomsday headlines suggest. While it is prudent to be cautious, it may also be wise to explore cooperation in those areas where there are shared interests rather than assume that the BRICS and the West are strategic rivals on all fronts.

Diplomacy
Chinese flag

Elites vs Citizens: How Singapore and Indonesia are Divided on China

by Melinda Martinus

Surveys show that the elite’s opinion toward China diverges with those of citizens in Singapore and Indonesia. Elites tend to weigh long-term geopolitical strategies and have more access to information, but increased citizen engagement will enhance foreign policy. Societies are often divided on policy matters — and foreign policy is no exception. American politics have long been divided between the Democrats, who are cautious of U.S. militarisation, and the Republicans, who traditionally tend to support US global military presence. The U.K.’s Brexit referendum saw opinion sharply divided along generational lines, with young people generally preferring to remain in the European Union and the older generation voting to leave. Are similar divisions manifest in Southeast Asia? Think tanks and research organisations have conducted various surveys to understand how major powers influence the region. Notable ones include the ISEAS-Yusof Ishak Institute’s State of Southeast Asia Survey, Blackbox’s ASEAN Turns 50, the Foreign Policy Community Indonesia’s ASEAN-China Survey, and the Pew Research Centre’s Global Attitudes Survey. Comparisons of these surveys must be mindful of their different objectives, sampling methods, and timing of sample collection. Still, they provide empirical data to explore whether Southeast Asian elites and laypersons have divergent opinions over foreign policies. This article considers how the rise of China is viewed by society in Singapore, the region’s commercial and financial hub, and Indonesia, ASEAN’s largest country and current chair. The findings of several polls are quite revealing. The most recent iteration of ISEAS’ annual survey, targeted at the regional elites and policymakers familiar with international affairs, concluded that the region’s trust in China to provide leadership remains low, including respondents in Singapore. However, in contrast, the survey conducted by the Pew Research Centre in 2021 showed that ordinary Singaporean citizens have favourable views of China (Chart 1). This poll, repeated in 2022 on 19 countries (mostly OECD members), found that Singapore was one of three countries that viewed China and President Xi Jinping in favourable terms. A dissonance can also be observed when comparing surveys in Indonesia – but in this case, the elites’ disposition toward China has grown warmer while the citizens’ mood has chilled over time. The ISEAS surveys concluded that Indonesian elites have become more positive about China in the past three years. Meanwhile, the polls conducted by the Lowy Institute found that ordinary Indonesian citizens tend to be more cautious of China’s influence in their country compared to ten years ago (Chart 2). What explains these divisions between the region’s elites and laypersons? First, elites and policymakers often project national interests and pursue long-term geopolitical strategies, while some ordinary citizens may prioritise immediate concerns such as economic and social issues. The relationship between Singapore and China is strong, as both sides are indispensable trade and economic partners. Understandably, Chinese economic influence can be felt on the ground. In addition, the social ties between Singapore and China are strong. The majority of Singapore citizens are ethnic Chinese who may still maintain some degree of socio-cultural connection with China.  Second, elites and laypersons have varying degrees of access to information, exposure to disinformation, and interests. Those in foreign policy establishments usually have greater access to information and in-depth analysis, affording them more wide-ranging perspectives on specific issues. Meanwhile, the general public primarily depends on media coverage or word of mouth, which may limit their perspective and sometimes expose them to biased narratives. In the case of Indonesia’s elites, who tend to be more optimistic over China’s role, their attitudes might be influenced by more nuanced views, for instance, that China’s economic resources are valuable for Indonesia’s economic development and good rapport with China is key to settling the territorial disputes in the Natuna Islands. On the other hand, Indonesia’s laypersons are more wary of China, possibly due to growing concerns over Chinese investments, Chinese natural resource extraction industries, and the influx of Chinese workers taking away local jobs. While this division might be polarising, the discrepancy can also bring about greater checks and balances between governments’ and citizens’ interests. The cases of Singapore and Indonesia should be a reminder that Southeast Asia is a diverse region at the heart of major power contestations. Taking into consideration different interest groups will help policymakers understand wide-ranging foreign policy preferences so as to better strike strategic balance and neutrality for the region. Countries in the region must not ignore their citizens’ views when crafting their foreign policies or evaluating whether certain foreign policies resonate well with the public. Several countries have attempted to create platforms for citizens to voice their concerns on foreign policy. The Foreign Policy Community Indonesia (FPCI), developed by the prominent former diplomat Dino Patti Djalal, was established to promote non-government views on international relations and to embrace the Indonesian spirit of civic engagement. The club has chapters in local universities, allowing students to express and channel their thoughts on geopolitical issues. Some Southeast Asian countries also have a network of foreign correspondent clubs, most notably the Foreign Correspondent Club of Thailand (FCCT) founded in the 1950s to be a platform for local and international journalists to discuss international affairs. The practice of foreign policy is becoming more complex and multifaceted due to increased political tensions between major powers, with greater considerations placed on the nexuses between economics, security, diplomacy, social development, and climate change. Sovereign border lines have become blurred due to greater people-to-people connectivity between countries. The rise of citizen engagement in foreign policy may be a positive development for the region as it would help to moderate foreign policy in the event that governments operate in their own echo chambers.

Defense & Security
The leaders of four BRICS countries, Lula, Xi Jinping, Cyril Ramaphosa with Russian Foreign Minister Sergey Lavrov

BRICS rises

by Manoj Joshi

Now with 11 members, BRICS’ decision-making by consensus will be that much more difficultOnce upon a time, the BRICS were nothing but a slogan devised by Goldman Sachs’ economists to describe four emerging market economies to which South Africa was later added. But more than a decade later, the grouping, now with an investment bank—New Development Bank—of its own is besieged by dozens of countries of the Global South for membership.The Johannesburg summit of BRICS has drawn unusual interest around the world. There was a time when it barely merited a mention in the western press, but now it has been the subject of major stories, in which some saw BRICS as brittle whiel others thought it was  seeking to challenge the G7 and the western world through a process of enlargement. While the BRICS puts itself forward as a unified face of the emerging economic powers, the reality is that within the organisation—which  is neither a trade nor military bloc—there is considerable jostling between two Asian powers who are developing a global imprint—India and China.BRICS expansion announced in JohannesburgOne of the issues where this jostling played out in was the BRICS expansion process. Reportedly, 40 countries have expressed interest in joining BRICS, though some 22 nations had formally expressed interest in joining the bloc. With the latest expansion, Iran, Egypt, Argentina, Ethiopia, Saudi Arabia and UAE have been offered membership effective 1 January 2024. That there was a bit of lobbying is evident from the fact that  last week, President Ebrahim Raisi of Iran spoke on the phone with Prime Minister Modi. According to the official spokesman, they talked about “regional and bilateral matters” as well as issues like the expansion of BRICS. The two leaders later met in Johannesburg as well.There was some doubt at the beginning of the summit as to whether expansion would actually be announced. This was because of the intense negotiations over the names of the proposed members.Earlier this month, an Indian official spokesman had clarified that India believed that BRICS expansion should take place through “full consultation and consensus” among members of the bloc. In his speech at the summit, the Prime Minister made it clear that “India fully supports the expansion of the BRICS membership. And welcomes moving forward with consensus in this.” On Thursday, too, there were reports that there were “eleventh hour negotiations” over the potential new members. Reuters claimed that an agreement had meant to be adopted on Wednesday, but it was delayed by India’s introduction of new criteria for membership. On Tuesday President Lula of Brazil had made it clear that his country was did not want to be any kind of “a counterpoint to G7, G20 or the United States. We just want to organise ourselves.”In an organisation that acts through consensus, getting in is difficult, but global politics is about give and take and a certain degree of persuasion and arm twisting does go on. So does the notion of giving a push to countries who you see eye to eye with and blocking countries that you don’t. Sometimes the negotiation involves two powerful players splitting the difference and negotiating the entry of countries in such a way that a balance of sorts is maintained. This is the way India became a member of the Shanghai Cooperation Organisation dominated by China. India’s case was pushed by Russia to balance China, and Beijing finally agreed to have India, if Pakistan, its “iron” friend, could become a member at the same time.Another element in such organisations is that countries seek membership not just to further their interests but to block the ambitions of others. In this way, China sought and became a member of the Asia Pacific Economic Cooperation (APEC) arrangement and once in there, it has used its vote to block efforts by the United States (US) to shape APEC into an Asia Pacific Economic Community in the manner of the European Economic Community that finally gave rise to the European Union.India has been reportedly joined by Brazil in resisting the haste and suggesting that new members may first be given the status of observers. The Indian position has been that while it was all for expansion, there was need to develop and standardise mechanisms to consider the applications and move on them.As of now, BRICS is more of a symbol than a unified and purposive entity. True, it has members like China and India who wield substantial power in their respective regions, but the entity itself hardly functions as an economic bloc of any kind. It does have the New Development Bank headquartered in Shanghai, which, in 2021, sharply stepped up its disbursements to US$7.6 billion, with its total disbursements being of the order of US$32 billion for infrastructure and sustainable development in four continents . The initial subscribed capital of the bank is equally distributed among the BRICS members.China’s role in and vision for BRICSBeijing, no doubt views BRICS as a means of offsetting US global power. In a page 2 commentary in the People’s Daily by someone with the nom de plume  “Huanyu Ping,” said that currently the world governance system was “at a historical turning point”. The growth of the emerging market and developing countries has enhanced their influence. But the western-dominated global order was a “stumbling block to world economic development and social progress.” The multilateralist BRICS was therefore providing a model for decisions to be made on the basis of equality and consensus, as testified by the share-holding of the New Development Bank. They also actively promoted reform of the global governance system and upheld the validity of multilateral and multipolar solutions.There should be no doubt about the weightage China has within BRICS. It has a GDP more than twice the size of the other members combined. Its economy may have slowed down but it is still growing, with IMF predicting a 5.2 per cent growth as against 5.9 for India. The others are growing at less than 1 per cent.  It has played a significant role in getting together two of the new incoming members, Saudi Arabia and Iran. In 2022, China was the largest trading partner of South Africa, India and Brazil.There should be little doubt that China sees Africa as a battleground in the global struggle against the US. In a meeting with President Cyril Ramaphosa on Tuesday, President Xi spoke of the urgent need for China to promote cooperation with Africa because of “changes and chaos” in the world, an indirect allusion to the US. He took up the theme in the Business Forum meeting that he did not attend, but where his speech was read out: “Right now, changes in the world, in our times, and in history are unfolding in ways like never before, bringing human society to a critical juncture.”China may swear by multilateralism, but it is not really comfortable with it. What it is seeking to do is to shape institutions like BRICS in its own image for countering its principal rival, the United States of America. In this, it is unlikely to get Indian support, so what it is trying to do is to pack its membership with countries where it has already made significant investments through its Belt & Road Initiative. Such countries would be inclined to follow its global agenda, which is now manifesting itself as the Global Security Initiative, Global Development Initiative and the Global Civilisation Initiative.The Chinese aim, according to James Kynge in the Financial Times is two-fold. The first is to ensure that large parts of the world remain open to Chinese investment and trade in an environment where western attitudes are increasingly hardening. And the second is to have a bloc of votes in multilateral forums like the United Nations (UN) to project Chinese influence.In the turbulent world, China’s path is not an easy one. Its economy is slowing down and its global security calculations have been roiled by the Russian adventure in Ukraine. Further, in promoting the Global South it runs up against India which has its own ambitions, as well as the backing of the west. Even while promoting the UN and its institutions, China is not interested in any serious reform there because that could result in a bigger role for its adversaries like Japan and India.Done increases with the expansion of its membership. Now, with 11 members, things will be that much more difficult. The BRICS countries have economies and geopolitical profiles that are hugely divergent, and which makes consensus-based decision-making hugely difficult.

Diplomacy
Toy train connecting Europa and China. Symbolizing the New Silk Road or one belt one road Chinese strategic investment in the 21st century. Economic project to connect EU, Central Asia and China

China’s Belt and Road Initiative at a crucial juncture

by Girish Luthra

With US-China rivalry and concerns over the long-term viability of the BRI growing, the third Belt and Road Forum will have much to manoeuvre should it take place this year  In July this year, total investments under China’s Belt and Road Initiative (BRI) crossed a significant landmark of US$1 trillion. The release of BRI data for the first half of 2023 was accompanied by reports that the third BRI forum is being planned to be held in China at the end of 2023. With the stature of being the highest-level gathering of participating countries, the forum is meant to showcase a collaborative approach towards implementation of the BRI, in addition to highlighting progress made and changes planned in its overall direction. The next forum will be the first in the post-pandemic period, after a gap of nearly four-and-a-half years. The road travelled The BRI rapidly gained momentum after its launch in 2013 (initially launched under the title One Belt One Road, which was changed to BRI in 2015 to stress collaboration and inclusivity). There was a sharp increase in the number of projects announced, total investments committed and executed, and the number of countries joining as partners (with the current number at over 150). The geographical scope of BRI also expanded significantly, transforming it from a regional to a near-global initiative, in both of its components—the continental Silk Road Economic Belt, and the maritime Silk Road. China stressed that BRI was a new model for partnership, trade and integration that was free from hegemonic pressures and conditions. In the second half of its decade-old existence, China started to highlight that the principles of multilateralism, environment and sustainability were embedded in the BRI. The importance of BRI for China has been such that it was included in the Chinese Communist Party’s (CCP) constitution in 2017 and in China’s 14th Five-Year Plan issued in 2021. Before the world was struck by the COVID-19 pandemic, the BRI appeared to be moving at a rapid pace, although numerous problems associated with it had already become evident. Headwinds for BRI  The BRI faced criticism for its underlying objectives of gaining strategic influence through developmental footprint, leveraging assistance for basing and access rights, aggressively linking different regions with Sino-centric value chains, inadequate attention to local needs, lack of transparency, disregard for sovereignty, adverse environmental impact, corruption, and lack of sound financial oversight. In some cases, like the port project in Sri Lanka and the rail project in Kenya, the utilisation and revenues turned out to be well below the initial estimates. The term ‘debt diplomacy’ became popular in reference to the BRI after cases of high debt risk in some partner countries, including Pakistan, Laos, Sri Lanka, Zambia, and Mongolia, became increasingly evident. In some cases, China provided additional lending, while in others, it offered currency swap lines for debt restructuring. Notwithstanding, negative perceptions about the BRI expanded slowly, with some partner countries becoming less enthusiastic about these projects, resulting in a changed stance. New connectivity and infrastructure projects launched by the United States (US), the European Union (EU), the G7, Japan, Australia, India, and others took time to gain cohesion and substance, and have started to take concrete shape post-pandemic. Partnership for Global Infrastructure and Investment (G7), the Global Gateway (EU), the Quality Infrastructure Investment Programme (Japan), and other such initiatives now offer alternatives to the BRI with different structures and processes. These and many linked initiatives have added to the challenges for the BRI, though their ability to rival the BRI in scale is yet to be established. The recent slowing down of the Chinese economy presents another key challenge to the BRI. In the face of high unemployment, a sticky consumer demand, lower trade and growth data, and concerns about the financial health of some big companies, China is being forced to look inwards.  This is also important from the point of view of the stated Chinese strategy of ‘dual circulation’, which links the domestic economy with external trade and investment. In the initial phase, China funded overseas projects under BRI through its policy banks, the China Development Bank, the Export-Import Bank of China, and specialised investment funds having the participation of public and private financing institutions. It adopted a new model of leveraging its foreign exchange reserves (currently at about US$3.2 trillion) to capitalise its state banks and sovereign funds. It subsequently diversified into other financing channels that include equity investment funds, sovereign development funds, private equity (PE) funds, and joint (with local investors) investment funds. As of October 2020, more than 70 percent of commitments undertaken by the Silk Road Fund were in the form of equity, with a medium- to long-term investment horizon akin to a PE firm. The capacity of many of these channels is linked with sustained economic growth and the overall health of the financial and banking sector. With very high levels of debt—some estimates suggest that the overall debt of China has crossed 300 percent of GDP—and new reports of bad loans, the BRI investments are likely to see increased scrutiny and lower risk appetite. The BRI Forum The Belt and Road Forum for International Cooperation (BRF) was started by China as a platform for collaboration and networking that would periodically review the broad direction of the BRI, finalise its action agenda, and announce new frameworks and agreements. The first BRF was held in May 2017, and was attended by 29 heads of state, delegates from 30 countries, and representatives from 70 international organisations. The focus was to showcase cooperation and consultation. The Chinese President announced that China would allocate more resources and financial support, and several new agreements and projects were unveiled. The UN Secretary-General, addressing the first forum, praised the BRI as “rooted in a shared vision for global development” and linked it with the UN Sustainable Development Goals 2030. By all accounts, the first BRF was highly successful. The second BRF was held in April 2019 and attended by 37 heads of state, a higher number than the first BRF. However, the geopolitical environment had changed significantly, with the US having labelled China as a “revisionist power” and the EU having labelled it as a “systemic rival”. The trade and tariff friction between the US and China had started to evolve, and criticism of BRI projects—including on aspects related to financial terms, debt, local participation, and adverse environmental impacts—had started to grow. Accordingly, the second BRF emphasised consultative mechanisms, high quality and environmental standards, clean and green projects, and improved financial management. A debt sustainability framework, zero tolerance for corruption, and several documents outlining some key principles and deliverables were released. In addition to keeping up the momentum, the focus was also on image makeovers in response to various criticisms. China conveyed that the BRI was adaptive, and the broader assessments in different countries concluded that the BRI was here to stay for a long time. The Third BRI Forum amid a critical phase  The geopolitical and geo-economic shifts between the first two BRFs pale in comparison to those between the second and the anticipated third BRF. With the downward spiral in US-China ties and the unfolding strategic competition, the deterioration in the security environment, the precarious global trade and economic situation, the emergence of new partnerships and alliances, the focus on resilience related to technology and supply chains, and the new emphasis on ‘trust’, the third BRF faces a formidable challenge to reposition the BRI. The BRI itself has been facing some major headwinds, which have been exacerbated by China’s domestic economic problems. As 60 percent of China’s loans are in countries facing debt distress, there may be increased demands for waivers or restructuring at the forum. Given the new environment and re-evaluation by some partner countries, the participation—both in level and numbers—in the third BRF will be keenly watched. This will be a key input for China to schedule and conduct the event and to emphasise that the BRI continues to retain its appeal and enjoys widespread support, despite numerous challenges. For China, the BRI is too important to be allowed to move lower in its national priority. Some trimming of the number of projects and amount of investment is likely, and China may take up smaller projects overseas with enhanced scrutiny and oversight. China must, however, showcase the BRI as a success story whose continuation is in the interest of the entire global community. The third BRF will thus go ahead only if China is confident of a successful event and is able to put forward a plan and narrative that displays its resolve and ability to deal with some major headwinds at a very crucial juncture.

Defense & Security
Pita Limjaroenrat, Member of the House of Representatives of Thailand

Pita (and the People) Versus the Powers that Be

by Napon Jatusripitak

Pita Limjaroenrat has failed to secure approval as Thailand’s next prime minister. This underscores the stark reality: leaders in Thailand are not elected by the will of the people, but permitted to rise to power with the support or at least the acquiescence of the conservative establishment. In the prime ministerial selection process on 13 July, Move Forward Party (MFP) leader Pita Limjaroenrat was unable to secure the required parliamentary votes for approval as the prime minister. Despite having a strong electoral mandate and claiming the support of an eight-party coalition comprising 312 MPs, Pita encountered resistance from the appointed 250-member Senate. The Senate predominantly consists of handpicked loyalists affiliated with the generals who orchestrated the May 2014 coup d’état. Only 13 senators voted in favour of Pita’s candidacy. The outcome is not unexpected. Nonetheless, it signals a strong determination by the Thai conservative establishment to block Pita’s rise to power. The implications of this outcome remain unclear. The prime ministerial selection process is set to continue until its completion, with the next round scheduled for 19 July. During this period, General Prayut Chan-o-cha will continue to serve as the caretaker Prime Minister. General Prayut has already ruled himself out of contention with his resignation on 11 July from the United Thai Nation Party. He had recently announced his intention to quit national politics. Nevertheless, there are significant uncertainties surrounding Pita’s potential renomination as a candidate. Previously, a deputy speaker from Pheu Thai disclosed that the party intended to back Pita for the initial three rounds of voting before engaging in formal discussions with the eight-party coalition regarding other potential candidates. However, disagreements within the coalition could emerge due to concerns about the viability of supporting a candidate who has encountered significant opposition and experienced a substantial losing margin. Moreover, it is uncertain whether Pita and the MFP would be prepared to withdraw their pledge to amend Article 112 in exchange for backing from senators. Furthermore, there are pending legal cases against Pita that could potentially impact his prospects. These cases include the media-shareholding case, where Pita is alleged to own shares in a media company (this is prohibited under Thai law). The Election Commission submitted the case to the Constitutional Court on 12 July. There is another case regarding the MFP’s campaign to amend the lese majeste law, which has been accepted but awaits a verdict from the Constitutional Court. These legal proceedings could result in Pita’s suspension or disqualification from holding office, as well as the dissolution of the MFP. In effect, they could eliminate him from the race for the premiership. Given these challenges, a new contender may emerge. However, this depends heavily on the actions of the Pheu Thai Party, which is the second largest party in the MFP-led coalition. If Pheu Thai decides to remain a part of the eight-party alliance, it is possible that the party will nominate its own candidate, with Srettha Thavisin or Paetongtarn Shinawatra as likely options. Alternatively, if Pheu Thai foresees challenges similar to those faced by Pita in securing the necessary support, the party may explore the option of forming new alliances with other political parties in the Prayut administration. These alliances could serve two purposes for Pheu Thai: either providing it with the necessary support to advance its candidate for the position of prime minister or securing a stable footing and a sizable share of cabinet portfolios in a future governing coalition. Parties such as General Prawit Wongsuwan’s Palang Pracharath and Anutin Charnvirakul’s Bhumjaithai, among others, could be potential partners in such alliances. General Prawit, who served as the chair of the Senate selection committee, could potentially sway the support of some members of the Senate if he decides to extend his support to Pheu Thai’s candidate. However, General Prawit may also leverage his position to insist that Pheu Thai supports him as the prime ministerial candidate, rather than the other way around. Even without Pheu Thai’s backing, Prawit might command enough parliamentary support to secure the prime ministerial role, though this would result in a minority coalition government. In either scenario, if Pheu Thai decides to withdraw from the MFP-led coalition, it is likely to face significant backlash. Such a decision could further erode the party’s already dwindling support base, especially among those who voted for Pheu Thai based on its pro-democracy stance. However, if this strategic gambit were to materialise, it could be seen as an attempt by the party’s leader-in-exile, Thaksin Shinawatra, to reassert his influence in Thailand’s political landscape, even if this comes at the expense of his own party in the long run. Looking towards the medium to long term, the implications of these developments extend far beyond party politics. They have the potential to ignite substantial frustration and discontent, particularly among those who perceive Pita’s failure to secure the necessary support as evidence that the democratic process has been compromised by actors and institutions that prioritise their own interests over the popular will. This growing disillusionment among the public may intensify calls for political reforms and a thorough re-evaluation of the role and accountability of various power structures within the political system, such as the Senate, the Constitutional Court, and the Election Commission. However, the absence of a clear and effective pathway for formally addressing these grievances poses a significant challenge. For instance, to revoke the Senate’s authority to jointly select the prime minister, amending Section 272 of the Constitution is necessary. But amending the Constitution requires the backing of at least one-third of senators, as stipulated by Section 256. The limited avenues for meaningful engagement and redress can further erode public trust in the existing political institutions, leading to widespread mobilisation and street protests with ever-increasing frequency and intensity. That said, however, historical precedents have shown that social unrest and emergencies are often used as a pretext for the military to intervene in the name of maintaining peace and order. In conclusion, the political future of Thailand hangs in the balance. If the selection process fails to produce a successful candidate for the role of Prime Minister, Section 272 (2) of the 2017 Constitution allows for the possibility of an outsider being considered as a potential candidate for the position. This scenario remains unlikely due to stringent requirements; moreover, there is no guarantee that the candidate would serve as a neutral arbiter or independent third party. Ultimately, these developments underscore the stark reality that leaders in Thailand are not elected by the will of the people but rather permitted to rise to power with support or at least acquiescence of the conservative establishment. Now that the true nature of democracy, or the lack thereof, in Thailand has been revealed, it remains to be seen what actions and measures will be taken by the Thai people whose voice and choice seem to have been trampled upon.