Wednesday, February 4, 2015

Is the Chinese Bullet Train Running Out Of Tracks?

There have been many examples of recent Chinese jitteriness regarding political dissent, and any display of it has prompted a swift response. Examples of these have taken place on the internet where new regulations have been put into effect. On October 26, the Xinhua News Agency published a report, by the Sixth Plenary Session of the 17th CPC Central Committee which stressed the need to strengthen the management of social networks and instant messaging tools. Judging from the language of the communiqué and its policy recommendations, it is safe to assume that the Chinese cyber sphere has grown to unmanageable levels for the vast amount of government censors to handle, and more self-censorship is being demanded. A word of warning was also extended to the executives of social media companies, so they realize that they are not immune to the reach and power of the communist party. This warning is to make sure they understand that their corporate survival and business model will only be guaranteed, by their ability to control, keep track, and allow government censors access to what information gets into the chat rooms. They were even brazen enough to warn members of the foreign media to become more Chinese in their reporting, and practice self-censorship.
What developments have contributed to all of this edginess? Some are external and others are internal. On the external international front there seems to be an anti-china backlash result of its foreign policy and international trade tactics. On the internal domestic front, challenges remain due to its politico-economic schizophrenic system of governing , where it is very clear to the ordinary citizen that the communist ideology, exists in name only.

Parts of the developments that have contributed to the anxiety of the communist party elite include events taking place in the Arab world. An example of these events is that in less than 10 months; it has become harder for the Chinese government to do business, as they seem to keep picking the losing side in every recent conflict. Just like their policy regarding the conflict in the Sudan, in the Arab countries the Chinese government has picked dictatorship over democracy, murderers over reformers, and plunderers over nationalists. In the Libyan case they were even willing to support and offer the Khadafy regime arms sales during the last vital signs of a dyeing regime. In Syria they are still supporting a regime that even the Arab league has turned their backs on. Nowhere else is this complete disregard for international norms of decency been more clearly displayed than in the case of Iran. In the Iranian case they have not only gone against the rest of the world by supporting an illegitimate regime, but have consistently opposed the future use of sanctions as deterrence to the Iranian nuclear program. In very Machiavellian faction, in order to ensure that they have unfettered access to Iranian and Venezuelan oil, they have made their 'Big Brother' electronic surveillance system their ultimate and most recent product for export. In Syria they have managed, and engineered communication eavesdropping equipment that ironically, displays Chinese efficiency in the hunting down of political dissent and any expression of free speech. By putting money over principle, they have once again become virtual accomplices in the last gasps of another dyeing regime on its deathbed.
This system of oppression and electronic network monitoring is in the process of becoming extinct in the rest of the civilized world, and even countries like Myanmar have seen the folly of continuing on this road. It is for this reason that the Chinese central committee has been ridiculed by the rest of the world, by stating that they are members of a select group comprising of countries that share a dubious distinction; political oppression. These countries are China, North Korea, Cuba and Iran in what a micro blog in mainland China refers to mockingly, as the 'New Four Ancient Civilizations.' These four countries still restrict Internet access, implementing network controls , and for this reason its new name alludes to the fact that all other countries have accepted modern civilization, but those four remain 'ancient.' As growing Chinese technological imports grow more numerous, I would also include Venezuela, as part of this selective group.
On the internal domestic front the situation is reaching crisis levels. During the economic crisis of 2008, while the rest of the world concentrated on boosting internal consumption, China due to its export oriented model and fearing political instability engaged in an unprecedented pre-emptive strike by investing billions of Yuan in state-owned enterprises. These investments promoted state and private spending on fixed investment, creating a situation where fixed investment now accounts for nearly half of China's growth. Some of this investment has also contributed to a further concentration and consolidation of the domestic sector. Right now Chinese citizens are paying the highest tax rate in the world and instead of transferring wealth from the state to Chinese households, as Premier Wen Jiabao has said is necessary to maintain political stability, the opposite has taken place.
Gordon Chang, author of The Coming Collapse of China, said that Beijing authorities have put more money into state-owned enterprises and state-funded infrastructures, which means that private companies get less. He adds that "... this investment is impeding China's social development because as the enterprises get more powerful, they start colluding among themselves, or restricting access to China's markets. This hurts not only foreign enterprises that are doing business in China; it also hurts the private sector, and the private domestic sector. And this sector has been the thriving force in the Chinese economy for the past three decades." Of the 42 Chinese companies listed in the 2010 edition of the Fortune 500, 39 were state-owned enterprises, and three quarters of China's 100 largest publicly traded companies are government controlled.
This explosion into fixed assets has resulted in a unprecedented growth in residential and commercial real estate creating a lending bubble that it is starting to resemble those in the western world, but with a lot less transparency. There have been reports in the Hong Kong media that land finance specialists, bank credit institutions, and real estate developers formed economic alliances, where through political coercion, citizens were forcibly removed from their land to make room for housing developments. These were facilitated through the bribing of government officials driving the price of residential and commercial developments into the stratosphere.
Srinivas Thiruvadanthai analyst for the Levy Forecast agency commented on a recent article in Barrons Magazine, on the explosive growth of China's shadow banking system. In China, he points out, banks "are effectively an extension of the government, which in the past has shown a willingness to absorb enormous losses" and to manage any necessary credit expansion. The meteoric rise of shadow banking, which includes a hodgepodge of underground types, from loan sharks to informal lenders, represents a significant weakening of Beijing's grip on the credit machinery." Srinivas goes on, "Although much of the shadow-banking activity" is done via entities that are state-owned, "the complex and opaque web of linkages between banks, trusts, underground lenders, property developers, households and real-estate speculators" makes it tough for the commanders of the command economy to keep tabs on the condition of the property market. He asserts that this is an ideal set-up for shadow lending to one of these days trigger a real-estate panic with all the dressing: the drying up of mortgage credit, a severe hit to household wealth, and businesses going belly up.
At the social level, there is also ample room for concern for the communist leadership. As the residential and commercial real state bubble starts to deflate, new pressure has been exerted on the regional governments. These regional bureaucrats have become accustomed to high tax revenues, and as these dry up, they are starting to look for new places to tax, and getting creative in obtaining revenue. He Junjiao, a mainland china business enterprise observer, pointed out in an interview that the recent real estate regulations, where the Chinese government has tried to deflate the bubble, have decreased local government land revenue, therefore local governments were recently allowed to issue bonds to bring in revenue. He added that "I am very much worried. With such power (the power to issue bonds), he questions what kind of development policies local government are going to implement? And more importantly howthey are going to pay back the money? I really don't have much confidence."
The issuance of bonds by regional governments without the eye of any ratings agencies to help investors discern fact from fiction is creating another opportunity for a small elite to prey on the rest of the people. This is not only endemic to the bond market, but it is common practice in the Chinese stock market. It has been widely known in China that collusion between officials; businesses as well as insider trading are widespread phenomena in China's stock market. As recent scandals concerning Chinese stocks trading in the United States show, brilliantly exposed by the Muddy Waters Research group, to invest in Chinese stocks is not for the faint of heart. If you are not willing to travel to china, and make sure that what they say it is true, and it is really there, you can find yourself in a world of hurt.
As Chinese regional governments increase their tax base and find ways to obtain fiscal revenue, ordinary citizens are starting to feel the pinch. According to a Forbes Magazine Survey the Chinese mainland ranked second in a list of countries or regions with the harshest tax regimes in the world, following France. In September 2011, the Ministry of Finance released the latest statistics on China's fiscal revenue in the first eight months of 2011, which show that about 80% of revenue came from taxes, up 30.9% compared with the same period in 2010. These high tax regimes coupled with a 40-50% drop in real estate prices, and high unemployment worsening as the European and American economies re-enter into recession mode, you have all the necessary ingredients for political instability.
There have been other sources of discontent, for example shabby building construction, infant formula poisoning outrage, environmental pollution, and so on. But no other subject seems to get to the psyche of the Chinese population as the government instituted, one child policy. There have been reports of organized crime syndicates working with government officials working in sync to remove children from families and selling them to adoption firms working for companies in the West. This in addition to other forms of government abuse has created a lot of friction in the 'harmonious society'. Liu Kaiming a family activist working for families has said that there is "Only one child for every family and severe penalties imposed for unplanned births, these practices go against the natural laws of population growth. Many families had their properties confiscated, and their bank deposits forcibly transferred, due to their violating the CCP's family planning policy. These are all violations of peoples' basic human rights. In particular, the CCP authorities forced many older women to abort, resulting in a lot of tragedies. Instead, the CCP should work on improving social security, so as to encourage people to plan their children's births, rather than resorting to brutal means in order to force people not to have more than one child". This one policy seems to go against every human instinct and for this even if not voiced in public, it is the one policy that may be creating a future catastrophe.
Many Chinese are not waiting to see what happens, and they are voting with their feet. There has been an alarming rate in the growth of money leaving China and going into Western banks. There has also been an increase of people wanting to leave China not seen since the days preceeding the transfer of Hong Kong from British hands to the communists. Hong Kong's Dongxiang Magazine Editor-in-chief Zhang Weiguo mentioned this trend citing public statistics. He said, over 90% of ministry-level officials of the CCP (Chinese Communist Party) have had their children and wives emigrate. Even the CCP media itself has reported about cases of corrupt officials using foreign passports to flee the country. Mr. Weiguo pointed out that "In the past some businessmen thought they could survive in China as long as they flatter the CCP. Now they gradually realize that the situation is not good. If they do not leave, they would follow this political system and die together with the CCP. They had to escape from this sinking boat."
A once-in-a-decade transfer of power will be taking place next year, further requiring complete political stability. It is not yet clear that with all of these developments taking place, this political stability can be guaranteed and it may have contributed for the Chinese government to be on edge. An example of this jitteriness is a report of four soldiers leaving their army post. It has been reported that the government treated the four soldiers not as just another AWOL case, but instead as the beginning of a mutiny. Outside media sources have reported that the soldiers were on their way to one of the soldier's hometown, after finding out that his home had been demolished to make room for one of these party-approved developments. Government soldiers intercepted the car carrying the AWOL soldiers and killed three of them, and mortally wounded a fourth. Notwithstanding the entire media blackout regarding the incident, it still made a brief appearance in the cyber sphere. It was reported how after the incident of the four Chinese soldiers fleeing with guns, the local authorities of the Chinese Communist Party (CCP) blocked all relevant information, prohibiting media coverage. The news blackout did not stop netizens from revealing that Yang Fan's home suffered forced demolition, and that his family members were oppressed by local authorities. It was also clear in every report that indicated that the army had instructions to shoot first and ask questions later. Any reporting of the incident was severely suppressed and any mention of it was eliminated from all media sources. It was clear to all media sources that they were preventing any information to reach the rest of China. They even went to the extreme to go to the villages of the dead soldiers and take all of the family members away, so no reporters may be able to reach them, possibly extracting from them what could have been their motivation for going AWOL. As we can see from this incident, the Chinese authorities were in no mood to allow this information to reach the social sites. As I indicated previously the communist elite is on edge, and they seem not to be taking any chances.

Article Source: http://EzineArticles.com/6694487

No comments:

Post a Comment