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Rush Doshi is the head of China policy at the US NSC (National Security Council)
This is probably a good book to read for those wonder what Biden’s policy is going to be toward China. If I had to guess, the author; an Indian-American, is probably going to advocate for enhanced “cooperation” via the Quad. Cooperation can mean anything and everything but not nothing.
For China, to tie down India, building up Pakistan is probably the most cost effective manner, similar to the US providing aid (via us weapons and investment) to Israel until the Arab countries were willing to make the Abraham accords, or similar to building up South Korea and Japan to contain the Soviets, PRC, and DPRK.
Now, before anyone says this is an appeal/begging; should look at the three examples I gave above. Countries that had the will to fight but not the means, like Ukraine. I recall a Chinese official saying Pakistan is there Israel. So now maybe the time for them to double down on that. In turn, Pakistan would make the structural changes to never need to go to the IMF again and have the means to do more regional initiatives, such as a Karakoram Railway, or a rail line from Karachi to Gwadar and on to Taftan, do use to develop the Reko-Diq mine as well as make the SEZs on the coast and not inland where it is more costly to make profitable.
Investment for these rail lines (which would mostly go to Chinese companies anyway) could be strategically important for both Pakistan and China in the near future.
Should China provide a steady supply of military equipment and FDI (not loans) to Pakistan; on the order of $5-10 Billion a year for a few decades. A lot of the money could go to Chinese companies to just set equipment, so the money would not leave China, and $6-10 billion ($3 billion for the military and $3 for the civilian economy) is only the equivalent 2-4% of the PLA’s budget, but considering how far that kind of money can go in Pakistan, it could make a considerable difference. Just look at how for a few billion dollars front the IMF has such a large impact on Pakistan’s stability. Investment like this for the next 20-25 years should help Pakistan catch back up with India on a GDP per capita basis, as it would be a stable base investment that would motivate other investors; as proposed for BRI 2.0. By mid-century India’s population is expected to peak, while Pakistan’s population is expected to grow for the next 75 years. Basically I’m saying Chinese money should be turned into mostly grants (with funds to Chinese companies). With this kind of breathing room, Pakistan can spend on social services (which would help better stabilize Pakistan’s western provinces and employ youth that could potential be recruited by miscreant groups), which will bring out the full potential of Pakistan and that is a growing economy China can do more business in; providing artificial intelligence based data integration engines for all Pakistani sectors, helping to upskill Pakistani business and workers. Products and services Pakistani business and workers/students could then afford to buy.
This is the long term kind of investments that build up the Asian tigers into economic and military powers. It would also be the level of investment that would open up Chinese companies to have the opportunity for “smart growth” in Pakistan. The only caveat would be to build in safeguards to prevent corruption and embezzlement by local elites. Smart growth would also be locating and building up Pakistani talent for joint ventures in tech firms inside Pakistan, similar to all the Tech MNC with R&D offices in Israel.
Also, the US wrote off Ukraine’s debt to allow them to focus on fighting Russia. Should China write off Pakistan’s debt so it can pour resources to build up the economy and better contain India?
10:15-11:42
The following video is more informative of how he things China sees the world.
Btw @ 34:20 he credits Minnie Chan on the carrier acquisition story, so you can tell that opinions like Minnie Chan via Doshi make there way up to official recommendations and get presented to the government. So for those that say Minnie Chan should not be believed, should consider that her views are heard in policy formation process.
This is probably a good book to read for those wonder what Biden’s policy is going to be toward China. If I had to guess, the author; an Indian-American, is probably going to advocate for enhanced “cooperation” via the Quad. Cooperation can mean anything and everything but not nothing.
For China, to tie down India, building up Pakistan is probably the most cost effective manner, similar to the US providing aid (via us weapons and investment) to Israel until the Arab countries were willing to make the Abraham accords, or similar to building up South Korea and Japan to contain the Soviets, PRC, and DPRK.
Now, before anyone says this is an appeal/begging; should look at the three examples I gave above. Countries that had the will to fight but not the means, like Ukraine. I recall a Chinese official saying Pakistan is there Israel. So now maybe the time for them to double down on that. In turn, Pakistan would make the structural changes to never need to go to the IMF again and have the means to do more regional initiatives, such as a Karakoram Railway, or a rail line from Karachi to Gwadar and on to Taftan, do use to develop the Reko-Diq mine as well as make the SEZs on the coast and not inland where it is more costly to make profitable.
Investment for these rail lines (which would mostly go to Chinese companies anyway) could be strategically important for both Pakistan and China in the near future.
Should China provide a steady supply of military equipment and FDI (not loans) to Pakistan; on the order of $5-10 Billion a year for a few decades. A lot of the money could go to Chinese companies to just set equipment, so the money would not leave China, and $6-10 billion ($3 billion for the military and $3 for the civilian economy) is only the equivalent 2-4% of the PLA’s budget, but considering how far that kind of money can go in Pakistan, it could make a considerable difference. Just look at how for a few billion dollars front the IMF has such a large impact on Pakistan’s stability. Investment like this for the next 20-25 years should help Pakistan catch back up with India on a GDP per capita basis, as it would be a stable base investment that would motivate other investors; as proposed for BRI 2.0. By mid-century India’s population is expected to peak, while Pakistan’s population is expected to grow for the next 75 years. Basically I’m saying Chinese money should be turned into mostly grants (with funds to Chinese companies). With this kind of breathing room, Pakistan can spend on social services (which would help better stabilize Pakistan’s western provinces and employ youth that could potential be recruited by miscreant groups), which will bring out the full potential of Pakistan and that is a growing economy China can do more business in; providing artificial intelligence based data integration engines for all Pakistani sectors, helping to upskill Pakistani business and workers. Products and services Pakistani business and workers/students could then afford to buy.
This is the long term kind of investments that build up the Asian tigers into economic and military powers. It would also be the level of investment that would open up Chinese companies to have the opportunity for “smart growth” in Pakistan. The only caveat would be to build in safeguards to prevent corruption and embezzlement by local elites. Smart growth would also be locating and building up Pakistani talent for joint ventures in tech firms inside Pakistan, similar to all the Tech MNC with R&D offices in Israel.
Also, the US wrote off Ukraine’s debt to allow them to focus on fighting Russia. Should China write off Pakistan’s debt so it can pour resources to build up the economy and better contain India?
10:15-11:42
The following video is more informative of how he things China sees the world.
Btw @ 34:20 he credits Minnie Chan on the carrier acquisition story, so you can tell that opinions like Minnie Chan via Doshi make there way up to official recommendations and get presented to the government. So for those that say Minnie Chan should not be believed, should consider that her views are heard in policy formation process.
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