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1 Lecture #1: Mumbai’s Rise The end of all our exploring will be to arrive where we started and know the place for the first time. - T. S. Eliot Welcome! Thanks for coming Looking forward to exciting cruise Slides for 40 minutes and 5 minutes Q&A Welcome to chat afterwards 2 Joe Coffey – Azamara Destination Lecturer Purpose: enrich your Spice Route Cruise Background: Farm boy, PhD in economics, former college professor and business exec “Retired”: Teaching world affairs classes Cruiser: 12 th as lecturer – E. Asia, Mediterranean, Baltic, Caribbean and S. America Topics: Global and historical significance: Past, Present and Future of country/region 1 2
89

Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

Jan 18, 2020

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Page 1: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

1

Lecture 1 Mumbairsquos Rise

The end of all our exploring will be to arrive where we started

and know the place for the first time - T S Eliot

bull Welcomebull Thanks for comingbull Looking forward to exciting cruisebull Slides for 40 minutes and 5 minutes QampAbull Welcome to chat afterwards

2

Joe Coffey ndash Azamara Destination LecturerbullPurpose enrich your Spice Route CruisebullBackground Farm boy PhD in economics former college professor and business execbullldquoRetiredrdquo Teaching world affairs classesbullCruiser 12th as lecturer ndash E Asia Mediterranean Baltic Caribbean and S Americabull Topics Global and historical significance Past

Present and Future of countryregion

1

2

2

Spice Route 8 Lecture Topics(In Cabaret Lounge Deck 5 Forward)

1 (Khor Al Fakkan) Thu Nov 8 Mumbairsquos rise

2 (At Sea) Fri Nov 9 Kochirsquos cachet

3 ( Mumbai) Sun Nov 11 Understanding Amazing Asia

4 (Colombo) Wed Nov 14 Sri Lankarsquos sizzle

5 (At Sea) Sat Nov 17 Myanmarrsquos marvels

6 (At SeaYangon) Sun Nov 18 Thailandrsquos treasures

7 (YangonAt Sea) Wed Nov 21 Malaysiarsquos multiplicities

8 (At Sea) Thur Nov 22 Singapore - Little Red Dot thatrsquos hard to top

3(Subject to change- Check Inside calendar)

Global Significance of Spice Route

4

◼ ldquoMystery of historyrdquo ndashlands unseen

◼ More nations wars amp discoveries over spices

◼ Greeks overland to India for spices

◼ Columbus sailed west for spices

◼ Da Gama amp Magellan sailed east for spices

◼ Ultimately led to colonization globalization and rise of Asia

3

4

3

5

Ambitions of Russia

Majority of Muslims

Borders China

Ocean of Future

Lonely democracy

Nuclear Pakistan amp Chinarsquos Belt amp Road project

Volatile Middle East and 70 oil

Significance of India Geopolitical Pivot of 21st Century

Afghanistan war

Malacca Straits choke point

Contested Kashmir

◼ Soon 1 in population amp 2 economy

◼ Strategic location

◼ Largest democracy

◼ Global balancer

6

Indian Subcontinent Complex diverse and impacted by colonization

◼ Not backward or easy to colonize took 3 centuries

◼ Asia ahead of Europe until 1500rsquos

◼ Decolonization traumatic

◼ I seek to provide context

5

6

4

7India amp Spice Route Map of European colonies

◼ 4-centuries of colonization

◼ All except Thailand

◼ By Portuguese French Dutch Netherlands amp British

◼ British most important and lasting

◼ Independence after WW II

Mumbai Gateway to India most liberal and richest India of the Future

8

Post-colonial name changes Bombay to Mumbai Ceylon to Sri Lanka Burma to Myanmar Rangoon to Yangonhellip

7

8

5

Indianness Culture

9

Extended family

122 languages ndash 5 speak English ldquoa disease left behind by Britishrdquo

Gandhian Non-violence

Sacred cows

10

9

10

6

Much to eye in Mumbai

◼ Gateway to India

◼ Elephanta Island

◼ Prince of Wales (CSMVS)

Museum

◼ St Thomas Cathedral

◼ Flora Fountain

◼ General Post Office

◼ Victoria Terminus

◼ Mani Bhavan - Gandhi Museum

◼ Dharavi slum of Slumdog Millionaire fame

11

12Gateway of India

bull Built in 1911 for King George V

bull But was cardboard model not done

bull Iconic and livelybull Near Elephanta Is bull Near Taj Mahal

Hotel where Pakistan terrorist hit in 2008 and 164 died

11

12

7

13Prince of Wales Museum (CSMVS) ndash Top for ancient India

14Saint ldquoDoubtingrdquo Thomas Cathedral 300-year Christian Church

bull 300-year old church

bull St Thomas brought Christianity 2000 years ago

bull Now 23 of population

bull Chatolism by Portuguese in 1500s

13

14

8

15Elephanta Island Caves

bull World Heritage

bull 1500 years Hindu worship

bull Portuguese named in 1534

bull Near Gateway

16

British ruled India for 200 years ndash Historians debate British benefits and costs

1945 Queen Elizabeth visiting POWs

Benefits ndashroads railroads banking English democracy

Costs ndash GDP share dropped massacred protestors entrenched racism caused starvation de-industrialized

15

16

9

What are the facts How did India do during and after British Rule

17

YearsGDP annual

growthEra

1900-1950 10 British rule

1950-1980 35 After Independence amp partition

1981-1993 52 Govt ownership amp regulation

1994-2003 60 After crisis amp market reforms

2004-2011 85 Boom under global growth

2012-2015 54 After Global recession

Slow growth under British and faster

afterwards

Source Vijay Joshi Indias Long Road p 16-17

18

Gandhi and Nehru ndashfamous family rule 40 of 60 years

Gandhi ndash Father of IndependenceNehru ndash Father of Modern India

Gandhi Museum visit by Obamas

17

18

10

19

India is dramatically changing

From NehruGandhi contentedness self-sufficiency balancing power To Modirsquos prominent

globalizing leading power

But still long way to go opportunities for women and 600 million very poor

Modi seeking world leadership role

20

ASEAN

Europe

Japan

BRICS

US

19

20

11

21Business is growing but still small and over-regulated

bull Business increasing but informal predominates

bull 1991 reforms crucial

bull Growing telecommunication automotive IT pharmaceutical

bull Still much red tape

Bollywood ndash Mumbai center of worldrsquos largest film industry22

bull 2000 films per year

bull 36 vs 26 bil Tickets vs Hollywood

21

22

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 2: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

2

Spice Route 8 Lecture Topics(In Cabaret Lounge Deck 5 Forward)

1 (Khor Al Fakkan) Thu Nov 8 Mumbairsquos rise

2 (At Sea) Fri Nov 9 Kochirsquos cachet

3 ( Mumbai) Sun Nov 11 Understanding Amazing Asia

4 (Colombo) Wed Nov 14 Sri Lankarsquos sizzle

5 (At Sea) Sat Nov 17 Myanmarrsquos marvels

6 (At SeaYangon) Sun Nov 18 Thailandrsquos treasures

7 (YangonAt Sea) Wed Nov 21 Malaysiarsquos multiplicities

8 (At Sea) Thur Nov 22 Singapore - Little Red Dot thatrsquos hard to top

3(Subject to change- Check Inside calendar)

Global Significance of Spice Route

4

◼ ldquoMystery of historyrdquo ndashlands unseen

◼ More nations wars amp discoveries over spices

◼ Greeks overland to India for spices

◼ Columbus sailed west for spices

◼ Da Gama amp Magellan sailed east for spices

◼ Ultimately led to colonization globalization and rise of Asia

3

4

3

5

Ambitions of Russia

Majority of Muslims

Borders China

Ocean of Future

Lonely democracy

Nuclear Pakistan amp Chinarsquos Belt amp Road project

Volatile Middle East and 70 oil

Significance of India Geopolitical Pivot of 21st Century

Afghanistan war

Malacca Straits choke point

Contested Kashmir

◼ Soon 1 in population amp 2 economy

◼ Strategic location

◼ Largest democracy

◼ Global balancer

6

Indian Subcontinent Complex diverse and impacted by colonization

◼ Not backward or easy to colonize took 3 centuries

◼ Asia ahead of Europe until 1500rsquos

◼ Decolonization traumatic

◼ I seek to provide context

5

6

4

7India amp Spice Route Map of European colonies

◼ 4-centuries of colonization

◼ All except Thailand

◼ By Portuguese French Dutch Netherlands amp British

◼ British most important and lasting

◼ Independence after WW II

Mumbai Gateway to India most liberal and richest India of the Future

8

Post-colonial name changes Bombay to Mumbai Ceylon to Sri Lanka Burma to Myanmar Rangoon to Yangonhellip

7

8

5

Indianness Culture

9

Extended family

122 languages ndash 5 speak English ldquoa disease left behind by Britishrdquo

Gandhian Non-violence

Sacred cows

10

9

10

6

Much to eye in Mumbai

◼ Gateway to India

◼ Elephanta Island

◼ Prince of Wales (CSMVS)

Museum

◼ St Thomas Cathedral

◼ Flora Fountain

◼ General Post Office

◼ Victoria Terminus

◼ Mani Bhavan - Gandhi Museum

◼ Dharavi slum of Slumdog Millionaire fame

11

12Gateway of India

bull Built in 1911 for King George V

bull But was cardboard model not done

bull Iconic and livelybull Near Elephanta Is bull Near Taj Mahal

Hotel where Pakistan terrorist hit in 2008 and 164 died

11

12

7

13Prince of Wales Museum (CSMVS) ndash Top for ancient India

14Saint ldquoDoubtingrdquo Thomas Cathedral 300-year Christian Church

bull 300-year old church

bull St Thomas brought Christianity 2000 years ago

bull Now 23 of population

bull Chatolism by Portuguese in 1500s

13

14

8

15Elephanta Island Caves

bull World Heritage

bull 1500 years Hindu worship

bull Portuguese named in 1534

bull Near Gateway

16

British ruled India for 200 years ndash Historians debate British benefits and costs

1945 Queen Elizabeth visiting POWs

Benefits ndashroads railroads banking English democracy

Costs ndash GDP share dropped massacred protestors entrenched racism caused starvation de-industrialized

15

16

9

What are the facts How did India do during and after British Rule

17

YearsGDP annual

growthEra

1900-1950 10 British rule

1950-1980 35 After Independence amp partition

1981-1993 52 Govt ownership amp regulation

1994-2003 60 After crisis amp market reforms

2004-2011 85 Boom under global growth

2012-2015 54 After Global recession

Slow growth under British and faster

afterwards

Source Vijay Joshi Indias Long Road p 16-17

18

Gandhi and Nehru ndashfamous family rule 40 of 60 years

Gandhi ndash Father of IndependenceNehru ndash Father of Modern India

Gandhi Museum visit by Obamas

17

18

10

19

India is dramatically changing

From NehruGandhi contentedness self-sufficiency balancing power To Modirsquos prominent

globalizing leading power

But still long way to go opportunities for women and 600 million very poor

Modi seeking world leadership role

20

ASEAN

Europe

Japan

BRICS

US

19

20

11

21Business is growing but still small and over-regulated

bull Business increasing but informal predominates

bull 1991 reforms crucial

bull Growing telecommunication automotive IT pharmaceutical

bull Still much red tape

Bollywood ndash Mumbai center of worldrsquos largest film industry22

bull 2000 films per year

bull 36 vs 26 bil Tickets vs Hollywood

21

22

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 3: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

3

5

Ambitions of Russia

Majority of Muslims

Borders China

Ocean of Future

Lonely democracy

Nuclear Pakistan amp Chinarsquos Belt amp Road project

Volatile Middle East and 70 oil

Significance of India Geopolitical Pivot of 21st Century

Afghanistan war

Malacca Straits choke point

Contested Kashmir

◼ Soon 1 in population amp 2 economy

◼ Strategic location

◼ Largest democracy

◼ Global balancer

6

Indian Subcontinent Complex diverse and impacted by colonization

◼ Not backward or easy to colonize took 3 centuries

◼ Asia ahead of Europe until 1500rsquos

◼ Decolonization traumatic

◼ I seek to provide context

5

6

4

7India amp Spice Route Map of European colonies

◼ 4-centuries of colonization

◼ All except Thailand

◼ By Portuguese French Dutch Netherlands amp British

◼ British most important and lasting

◼ Independence after WW II

Mumbai Gateway to India most liberal and richest India of the Future

8

Post-colonial name changes Bombay to Mumbai Ceylon to Sri Lanka Burma to Myanmar Rangoon to Yangonhellip

7

8

5

Indianness Culture

9

Extended family

122 languages ndash 5 speak English ldquoa disease left behind by Britishrdquo

Gandhian Non-violence

Sacred cows

10

9

10

6

Much to eye in Mumbai

◼ Gateway to India

◼ Elephanta Island

◼ Prince of Wales (CSMVS)

Museum

◼ St Thomas Cathedral

◼ Flora Fountain

◼ General Post Office

◼ Victoria Terminus

◼ Mani Bhavan - Gandhi Museum

◼ Dharavi slum of Slumdog Millionaire fame

11

12Gateway of India

bull Built in 1911 for King George V

bull But was cardboard model not done

bull Iconic and livelybull Near Elephanta Is bull Near Taj Mahal

Hotel where Pakistan terrorist hit in 2008 and 164 died

11

12

7

13Prince of Wales Museum (CSMVS) ndash Top for ancient India

14Saint ldquoDoubtingrdquo Thomas Cathedral 300-year Christian Church

bull 300-year old church

bull St Thomas brought Christianity 2000 years ago

bull Now 23 of population

bull Chatolism by Portuguese in 1500s

13

14

8

15Elephanta Island Caves

bull World Heritage

bull 1500 years Hindu worship

bull Portuguese named in 1534

bull Near Gateway

16

British ruled India for 200 years ndash Historians debate British benefits and costs

1945 Queen Elizabeth visiting POWs

Benefits ndashroads railroads banking English democracy

Costs ndash GDP share dropped massacred protestors entrenched racism caused starvation de-industrialized

15

16

9

What are the facts How did India do during and after British Rule

17

YearsGDP annual

growthEra

1900-1950 10 British rule

1950-1980 35 After Independence amp partition

1981-1993 52 Govt ownership amp regulation

1994-2003 60 After crisis amp market reforms

2004-2011 85 Boom under global growth

2012-2015 54 After Global recession

Slow growth under British and faster

afterwards

Source Vijay Joshi Indias Long Road p 16-17

18

Gandhi and Nehru ndashfamous family rule 40 of 60 years

Gandhi ndash Father of IndependenceNehru ndash Father of Modern India

Gandhi Museum visit by Obamas

17

18

10

19

India is dramatically changing

From NehruGandhi contentedness self-sufficiency balancing power To Modirsquos prominent

globalizing leading power

But still long way to go opportunities for women and 600 million very poor

Modi seeking world leadership role

20

ASEAN

Europe

Japan

BRICS

US

19

20

11

21Business is growing but still small and over-regulated

bull Business increasing but informal predominates

bull 1991 reforms crucial

bull Growing telecommunication automotive IT pharmaceutical

bull Still much red tape

Bollywood ndash Mumbai center of worldrsquos largest film industry22

bull 2000 films per year

bull 36 vs 26 bil Tickets vs Hollywood

21

22

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 4: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

4

7India amp Spice Route Map of European colonies

◼ 4-centuries of colonization

◼ All except Thailand

◼ By Portuguese French Dutch Netherlands amp British

◼ British most important and lasting

◼ Independence after WW II

Mumbai Gateway to India most liberal and richest India of the Future

8

Post-colonial name changes Bombay to Mumbai Ceylon to Sri Lanka Burma to Myanmar Rangoon to Yangonhellip

7

8

5

Indianness Culture

9

Extended family

122 languages ndash 5 speak English ldquoa disease left behind by Britishrdquo

Gandhian Non-violence

Sacred cows

10

9

10

6

Much to eye in Mumbai

◼ Gateway to India

◼ Elephanta Island

◼ Prince of Wales (CSMVS)

Museum

◼ St Thomas Cathedral

◼ Flora Fountain

◼ General Post Office

◼ Victoria Terminus

◼ Mani Bhavan - Gandhi Museum

◼ Dharavi slum of Slumdog Millionaire fame

11

12Gateway of India

bull Built in 1911 for King George V

bull But was cardboard model not done

bull Iconic and livelybull Near Elephanta Is bull Near Taj Mahal

Hotel where Pakistan terrorist hit in 2008 and 164 died

11

12

7

13Prince of Wales Museum (CSMVS) ndash Top for ancient India

14Saint ldquoDoubtingrdquo Thomas Cathedral 300-year Christian Church

bull 300-year old church

bull St Thomas brought Christianity 2000 years ago

bull Now 23 of population

bull Chatolism by Portuguese in 1500s

13

14

8

15Elephanta Island Caves

bull World Heritage

bull 1500 years Hindu worship

bull Portuguese named in 1534

bull Near Gateway

16

British ruled India for 200 years ndash Historians debate British benefits and costs

1945 Queen Elizabeth visiting POWs

Benefits ndashroads railroads banking English democracy

Costs ndash GDP share dropped massacred protestors entrenched racism caused starvation de-industrialized

15

16

9

What are the facts How did India do during and after British Rule

17

YearsGDP annual

growthEra

1900-1950 10 British rule

1950-1980 35 After Independence amp partition

1981-1993 52 Govt ownership amp regulation

1994-2003 60 After crisis amp market reforms

2004-2011 85 Boom under global growth

2012-2015 54 After Global recession

Slow growth under British and faster

afterwards

Source Vijay Joshi Indias Long Road p 16-17

18

Gandhi and Nehru ndashfamous family rule 40 of 60 years

Gandhi ndash Father of IndependenceNehru ndash Father of Modern India

Gandhi Museum visit by Obamas

17

18

10

19

India is dramatically changing

From NehruGandhi contentedness self-sufficiency balancing power To Modirsquos prominent

globalizing leading power

But still long way to go opportunities for women and 600 million very poor

Modi seeking world leadership role

20

ASEAN

Europe

Japan

BRICS

US

19

20

11

21Business is growing but still small and over-regulated

bull Business increasing but informal predominates

bull 1991 reforms crucial

bull Growing telecommunication automotive IT pharmaceutical

bull Still much red tape

Bollywood ndash Mumbai center of worldrsquos largest film industry22

bull 2000 films per year

bull 36 vs 26 bil Tickets vs Hollywood

21

22

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 5: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

5

Indianness Culture

9

Extended family

122 languages ndash 5 speak English ldquoa disease left behind by Britishrdquo

Gandhian Non-violence

Sacred cows

10

9

10

6

Much to eye in Mumbai

◼ Gateway to India

◼ Elephanta Island

◼ Prince of Wales (CSMVS)

Museum

◼ St Thomas Cathedral

◼ Flora Fountain

◼ General Post Office

◼ Victoria Terminus

◼ Mani Bhavan - Gandhi Museum

◼ Dharavi slum of Slumdog Millionaire fame

11

12Gateway of India

bull Built in 1911 for King George V

bull But was cardboard model not done

bull Iconic and livelybull Near Elephanta Is bull Near Taj Mahal

Hotel where Pakistan terrorist hit in 2008 and 164 died

11

12

7

13Prince of Wales Museum (CSMVS) ndash Top for ancient India

14Saint ldquoDoubtingrdquo Thomas Cathedral 300-year Christian Church

bull 300-year old church

bull St Thomas brought Christianity 2000 years ago

bull Now 23 of population

bull Chatolism by Portuguese in 1500s

13

14

8

15Elephanta Island Caves

bull World Heritage

bull 1500 years Hindu worship

bull Portuguese named in 1534

bull Near Gateway

16

British ruled India for 200 years ndash Historians debate British benefits and costs

1945 Queen Elizabeth visiting POWs

Benefits ndashroads railroads banking English democracy

Costs ndash GDP share dropped massacred protestors entrenched racism caused starvation de-industrialized

15

16

9

What are the facts How did India do during and after British Rule

17

YearsGDP annual

growthEra

1900-1950 10 British rule

1950-1980 35 After Independence amp partition

1981-1993 52 Govt ownership amp regulation

1994-2003 60 After crisis amp market reforms

2004-2011 85 Boom under global growth

2012-2015 54 After Global recession

Slow growth under British and faster

afterwards

Source Vijay Joshi Indias Long Road p 16-17

18

Gandhi and Nehru ndashfamous family rule 40 of 60 years

Gandhi ndash Father of IndependenceNehru ndash Father of Modern India

Gandhi Museum visit by Obamas

17

18

10

19

India is dramatically changing

From NehruGandhi contentedness self-sufficiency balancing power To Modirsquos prominent

globalizing leading power

But still long way to go opportunities for women and 600 million very poor

Modi seeking world leadership role

20

ASEAN

Europe

Japan

BRICS

US

19

20

11

21Business is growing but still small and over-regulated

bull Business increasing but informal predominates

bull 1991 reforms crucial

bull Growing telecommunication automotive IT pharmaceutical

bull Still much red tape

Bollywood ndash Mumbai center of worldrsquos largest film industry22

bull 2000 films per year

bull 36 vs 26 bil Tickets vs Hollywood

21

22

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 6: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

6

Much to eye in Mumbai

◼ Gateway to India

◼ Elephanta Island

◼ Prince of Wales (CSMVS)

Museum

◼ St Thomas Cathedral

◼ Flora Fountain

◼ General Post Office

◼ Victoria Terminus

◼ Mani Bhavan - Gandhi Museum

◼ Dharavi slum of Slumdog Millionaire fame

11

12Gateway of India

bull Built in 1911 for King George V

bull But was cardboard model not done

bull Iconic and livelybull Near Elephanta Is bull Near Taj Mahal

Hotel where Pakistan terrorist hit in 2008 and 164 died

11

12

7

13Prince of Wales Museum (CSMVS) ndash Top for ancient India

14Saint ldquoDoubtingrdquo Thomas Cathedral 300-year Christian Church

bull 300-year old church

bull St Thomas brought Christianity 2000 years ago

bull Now 23 of population

bull Chatolism by Portuguese in 1500s

13

14

8

15Elephanta Island Caves

bull World Heritage

bull 1500 years Hindu worship

bull Portuguese named in 1534

bull Near Gateway

16

British ruled India for 200 years ndash Historians debate British benefits and costs

1945 Queen Elizabeth visiting POWs

Benefits ndashroads railroads banking English democracy

Costs ndash GDP share dropped massacred protestors entrenched racism caused starvation de-industrialized

15

16

9

What are the facts How did India do during and after British Rule

17

YearsGDP annual

growthEra

1900-1950 10 British rule

1950-1980 35 After Independence amp partition

1981-1993 52 Govt ownership amp regulation

1994-2003 60 After crisis amp market reforms

2004-2011 85 Boom under global growth

2012-2015 54 After Global recession

Slow growth under British and faster

afterwards

Source Vijay Joshi Indias Long Road p 16-17

18

Gandhi and Nehru ndashfamous family rule 40 of 60 years

Gandhi ndash Father of IndependenceNehru ndash Father of Modern India

Gandhi Museum visit by Obamas

17

18

10

19

India is dramatically changing

From NehruGandhi contentedness self-sufficiency balancing power To Modirsquos prominent

globalizing leading power

But still long way to go opportunities for women and 600 million very poor

Modi seeking world leadership role

20

ASEAN

Europe

Japan

BRICS

US

19

20

11

21Business is growing but still small and over-regulated

bull Business increasing but informal predominates

bull 1991 reforms crucial

bull Growing telecommunication automotive IT pharmaceutical

bull Still much red tape

Bollywood ndash Mumbai center of worldrsquos largest film industry22

bull 2000 films per year

bull 36 vs 26 bil Tickets vs Hollywood

21

22

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 7: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

7

13Prince of Wales Museum (CSMVS) ndash Top for ancient India

14Saint ldquoDoubtingrdquo Thomas Cathedral 300-year Christian Church

bull 300-year old church

bull St Thomas brought Christianity 2000 years ago

bull Now 23 of population

bull Chatolism by Portuguese in 1500s

13

14

8

15Elephanta Island Caves

bull World Heritage

bull 1500 years Hindu worship

bull Portuguese named in 1534

bull Near Gateway

16

British ruled India for 200 years ndash Historians debate British benefits and costs

1945 Queen Elizabeth visiting POWs

Benefits ndashroads railroads banking English democracy

Costs ndash GDP share dropped massacred protestors entrenched racism caused starvation de-industrialized

15

16

9

What are the facts How did India do during and after British Rule

17

YearsGDP annual

growthEra

1900-1950 10 British rule

1950-1980 35 After Independence amp partition

1981-1993 52 Govt ownership amp regulation

1994-2003 60 After crisis amp market reforms

2004-2011 85 Boom under global growth

2012-2015 54 After Global recession

Slow growth under British and faster

afterwards

Source Vijay Joshi Indias Long Road p 16-17

18

Gandhi and Nehru ndashfamous family rule 40 of 60 years

Gandhi ndash Father of IndependenceNehru ndash Father of Modern India

Gandhi Museum visit by Obamas

17

18

10

19

India is dramatically changing

From NehruGandhi contentedness self-sufficiency balancing power To Modirsquos prominent

globalizing leading power

But still long way to go opportunities for women and 600 million very poor

Modi seeking world leadership role

20

ASEAN

Europe

Japan

BRICS

US

19

20

11

21Business is growing but still small and over-regulated

bull Business increasing but informal predominates

bull 1991 reforms crucial

bull Growing telecommunication automotive IT pharmaceutical

bull Still much red tape

Bollywood ndash Mumbai center of worldrsquos largest film industry22

bull 2000 films per year

bull 36 vs 26 bil Tickets vs Hollywood

21

22

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 8: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

8

15Elephanta Island Caves

bull World Heritage

bull 1500 years Hindu worship

bull Portuguese named in 1534

bull Near Gateway

16

British ruled India for 200 years ndash Historians debate British benefits and costs

1945 Queen Elizabeth visiting POWs

Benefits ndashroads railroads banking English democracy

Costs ndash GDP share dropped massacred protestors entrenched racism caused starvation de-industrialized

15

16

9

What are the facts How did India do during and after British Rule

17

YearsGDP annual

growthEra

1900-1950 10 British rule

1950-1980 35 After Independence amp partition

1981-1993 52 Govt ownership amp regulation

1994-2003 60 After crisis amp market reforms

2004-2011 85 Boom under global growth

2012-2015 54 After Global recession

Slow growth under British and faster

afterwards

Source Vijay Joshi Indias Long Road p 16-17

18

Gandhi and Nehru ndashfamous family rule 40 of 60 years

Gandhi ndash Father of IndependenceNehru ndash Father of Modern India

Gandhi Museum visit by Obamas

17

18

10

19

India is dramatically changing

From NehruGandhi contentedness self-sufficiency balancing power To Modirsquos prominent

globalizing leading power

But still long way to go opportunities for women and 600 million very poor

Modi seeking world leadership role

20

ASEAN

Europe

Japan

BRICS

US

19

20

11

21Business is growing but still small and over-regulated

bull Business increasing but informal predominates

bull 1991 reforms crucial

bull Growing telecommunication automotive IT pharmaceutical

bull Still much red tape

Bollywood ndash Mumbai center of worldrsquos largest film industry22

bull 2000 films per year

bull 36 vs 26 bil Tickets vs Hollywood

21

22

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 9: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

9

What are the facts How did India do during and after British Rule

17

YearsGDP annual

growthEra

1900-1950 10 British rule

1950-1980 35 After Independence amp partition

1981-1993 52 Govt ownership amp regulation

1994-2003 60 After crisis amp market reforms

2004-2011 85 Boom under global growth

2012-2015 54 After Global recession

Slow growth under British and faster

afterwards

Source Vijay Joshi Indias Long Road p 16-17

18

Gandhi and Nehru ndashfamous family rule 40 of 60 years

Gandhi ndash Father of IndependenceNehru ndash Father of Modern India

Gandhi Museum visit by Obamas

17

18

10

19

India is dramatically changing

From NehruGandhi contentedness self-sufficiency balancing power To Modirsquos prominent

globalizing leading power

But still long way to go opportunities for women and 600 million very poor

Modi seeking world leadership role

20

ASEAN

Europe

Japan

BRICS

US

19

20

11

21Business is growing but still small and over-regulated

bull Business increasing but informal predominates

bull 1991 reforms crucial

bull Growing telecommunication automotive IT pharmaceutical

bull Still much red tape

Bollywood ndash Mumbai center of worldrsquos largest film industry22

bull 2000 films per year

bull 36 vs 26 bil Tickets vs Hollywood

21

22

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 10: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

10

19

India is dramatically changing

From NehruGandhi contentedness self-sufficiency balancing power To Modirsquos prominent

globalizing leading power

But still long way to go opportunities for women and 600 million very poor

Modi seeking world leadership role

20

ASEAN

Europe

Japan

BRICS

US

19

20

11

21Business is growing but still small and over-regulated

bull Business increasing but informal predominates

bull 1991 reforms crucial

bull Growing telecommunication automotive IT pharmaceutical

bull Still much red tape

Bollywood ndash Mumbai center of worldrsquos largest film industry22

bull 2000 films per year

bull 36 vs 26 bil Tickets vs Hollywood

21

22

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 11: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

11

21Business is growing but still small and over-regulated

bull Business increasing but informal predominates

bull 1991 reforms crucial

bull Growing telecommunication automotive IT pharmaceutical

bull Still much red tape

Bollywood ndash Mumbai center of worldrsquos largest film industry22

bull 2000 films per year

bull 36 vs 26 bil Tickets vs Hollywood

21

22

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 12: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

12

23Dharavi - of Slumdog Millionaire fame

bull Academy award but controversial among Hindus

bull Old large slum bull 1 sq mi and 1

million people

24Mumbai juxtaposition of shanties and skyscrapers

bull Wealthiest citybull Dual economy bull Inequality

century- highbull Top 1 have

60

23

24

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 13: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

13

◼ Great city of India and the world

◼ Rich in history ndash religion architecture ports monuments spices hellip

◼ But most noteworthy is its ambition and transition

◼ Emerging from passivity to global activity

◼ Long overshadowed by China Indiarsquos time has come

◼ India is poised to become a world leader

25

Conclusion Mumbairsquos Rise

Lecture 2 (At Sea) Fri Nov 9 Kochirsquos cachet

Azamara Spice Route Cruise2 Friday November 9

ldquoKochirsquos Cacherdquo

25

26

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 14: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

14

Dominance decline and rise of India and Chinarsquos share of world GDP

27

Dominance RiseDecline

Major Erarsquos of Indian Subcontinent

I 3300-1300 BC Indus ValleyHarappan Civilization

II 500-1500 Golden ages more advanced than Europe

III 1504-1947 Europeans arrive then colonize

A 1612-1757 East India Co in India

B 1757-1858 East India Co rules India

C 1858-1947 British Raj replaces British East India Co

IV 1947-1990 Independence partition amp non-alignment

V 1990-2014 Fall of USSR Rise of China market reforms

VI 2014-18 Modirsquos more aggressive foreign engagement robust growth Hindu nationalism

Big question for future Will China rule or India counterbalance

28

27

28

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 15: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

15

29

Indus Valley or Harappan Civilization (3300ndash1300 BC)

Cradle of civilization ndashpeaceful amp prosperous

5 mil peoplePlanned city

brick houses drainage and water supply

Traded with Mesopotamia

Now border with Pakistan

30

Da Gamarsquos voyages long treacherous secretive

7 mos110 diedHeroBut

wrangled Left

prematurelyamp killed hundreds of innocents

29

30

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 16: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

16

31

Dozens of European settlements some even stayed after 1947 Independence when British left

32

Taj Mahal most romantic monument

Not at Kochi -1500 miles north

Mughal emperorrsquos wifersquos tomb

Also monument to his incredible wealth from trading gold and silver

Built in 1653 $1 billion

31

32

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 17: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

17

Iconic Chinese fishing nets

Melting pot -600 years of foreigners

Flourished after 1869 Suez Canal expanded trade

Now 2 mil

34

450 years of Colonization ndash Portuguese ousted by Dutch then British until Independence

Fort Kochi - 450 yrs colonization

1503 granted to Portuguese for aid in local war

In 1683 Dutch captured

In 1795 British took control

Chinese amp others there also

33

34

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 18: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

18

35

Tourist sites Indo Portuguese

museumChinese fishing

netsDutch CemeterySyrian ChurchSt Francis

ChurchFort Emmanuel Jewish

SynagogueMattancherry

Palace Jain Temple

36

1503 St Francis Church where da Gama 1st buried

Wasnrsquot only riches Portuguese sought but to oust Muslims

Oldest European church in India

da Gama died of malaria in 1524 after 3rd visit

Remains removed to Lisbon

Portuguese King sent da Gama to unite Christianity destroy Islam and make him ldquoKing of Jerusalemrdquo

Today in Kochi 35 are Christians vs 2 overall India

35

36

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 19: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

19

37Indo-Portuguese Museum at Fort Kochi

Portuguese fought their way into and out of India 450 years later in 1961

Portuguese left indelible mark

Initially in Kochi but then Goa

Remained after 1947 until forced out by India in 1961

Portuguese even had airline to service their enclaves

38

Kochi Dhobi (laundry) remnants of caste system

Dhobirsquos are Tamils 6 in India amp 25 in Sri Lanka

Informal economy --outside of government protection and regulation

Large informal economy 90 of non-ag workers 50 of GDP and 75 of all businesses

Drum with hole to spin the clothes

Clothes hung between ropes

37

38

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 20: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

20

39

40

Shiva Hindu Temple at Vaikom

Where Gandhian principles of non-violence tested

Shiva Temple key 1924ndash25 movement anti-untouchability

Sought freedom of movement for all castes but authorities refused

Where Gandhian principles of nonviolence was proved effective

39

40

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 21: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

21

41

Classical dances and costumes with Hindu symbolism

Kathakali classical dance at Greenix Village

Hindu religion amp culture inseparable

Symbols gods lotus flower amp extra limbs

Extra limbs show power to multi-task

Lotus flower represents purity beauty prosperity fertility and transcendence of hardship

To blossom lotus must grow out of mud and rest atop water - must endure hardship in to

42

Green Revolution doubled Indian grain yields no more famines but hunger persists

Rice paddy of T farm -Kochi excursion

From village agrarian society to metropolis

In 1960s 40 GDP from ag vs 15 now

60 mil died in famines past 300 years ndash last in 1943

Green Revolution doubled grain yields since 1970

India still ranks poorly on Global Hunger Index

41

42

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 22: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

22

43

Frustrated Dreamers and Indiarsquos future ldquoWill dry up like a raisin in the sun or exploderdquo

Half under 25 but few will get good jobs in private sector

Rest may get government jobs below aspirations

In 2016 7 mil applied for 8300 entry-level public sector openings

A generation ago most were poor amp in ag with limited global access

Many young feel that they have no future

◼ India ndash ancient civilization in transition

◼ Kochi colonial port gateway to old India

◼ Where colonization started and ruled for 450 years before Indiarsquos 1947 independence

◼ Kochi prospered by trading and now is cosmopolitan area of 2 million people

◼ As India evolves to global leadership Kochirsquos cache of cultural diversity will play key role

Kochirsquos Cache Summary amp Conclusions

44Lecture 3 Sun Nov 11 6 pm Understanding Amazing Asia

43

44

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 23: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

23

45

3 Understanding Amazing Asia

Key Points1 World is strikingly different - globalized2 Big changes in Asia ndash rise of China now

India3 China Belt and Road pose global dilemma ndash

accept or resist4 Spice countries (and Aussies) may tilt

balance

JoeCoffeyoutlookcom

ldquoWe live in an age strikingly different than before 1980rdquo

Globalizationrsquos general features

◼ Single global market

◼ Intense interaction between states far apart

◼ Penetration into most cultures by global media

◼ Huge scale of migrations and diasporas

◼ Emergence of a single hyperpower- US

◼ Dramatic resurgence of China and India

46John Darwin After Tamerlane - The Rise and Fall of Global Empires 1400-2000 Bloomsbury

2008 pages 6-8

45

46

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 24: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

24

Globalization declined after WW I until 1970 rose after Cold War amp fell in Great Recession

47

WWI Deglobalization

End Cold War

Great Recession

World trade tripled after Cold War ended in 1990 China amp India

opening

48

China 20X

Country 1990 2017 change

EU 6138 16365 167

China 421 8023 1808

US 1828 4769 161

India 239 3498 1361

Russia 1105 1699 54

Japan 743 1582 113

World 18378 66399 261

Globalizations rising trade (PPP constant 2011 inl Bil $)

Downloaded Oct 2 2018 from World

Development Indicators

dataworldbankorgproductswdi

EU big trader

India 15X

World trade 3X

47

48

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 25: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

25

Gains of globalization concentrated at top bottom left out

49

Income group W Europe China India US

Bottom 50 17 13 11 3

Middle 40 37 43 23 33

Next 9 29 28 37 31

Top 1 17 15 29 33

Total 100 100 100 100

Share of Growth Captured 1980-2015

Source Lucas Chancel and Thomas Piketty India Income inequality

1922-2015 The distribution is of per adult pre-tax national incomeUS only 3Top 1 gain large in India amp US

China amp W Europe less skewed gains

50

Rivals China amp India military soar others flat or fall

Rivals roarCountry 1990 2017 change

China 43 405 838

India 50 215 333

Japan 36 46 30

US 488 556 14

Russia 153 155 1

EU 324 289 -11

World 1554 2537 63

Military Expenditure (PPP constant 2011 international Bil $)

Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

EU declines Russia flat

US still most but little increase

But world keeps rising

Rivals soar

Japan cautious growth

49

50

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 26: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

26

What does China want

◼ China Dream ambitious amp expansive role abroad -not ldquopeaceful riserdquo of Deng Xiaoping

◼ Reminder China is a big country and other countries are small countries and thats just a fact

◼ Claims in South China Sea Taiwan Ryukyu hellip

◼ Belt amp Road boost economy trade amp ldquodebt diplomacyrdquo

◼ Currency (Renminbi-RMB) wider acceptance

◼ Get rich and powerful ndash others recognize amp respect

51

China also wants to tour the world

52

Country 1996 2016 change

EU 271 445 64

China 5 135 2570

US 53 75 42

Russia 12 32 158

India 3 22 531

Japan 17 17 3

World 653 1459 123

Globalizations doubling tourism (millions of country departures of locals)

Downloaded Oct 2 2018 World Development

Indicators dataworldbankorgproductswdi

EU the leader

Japan flat

Since fall of wall travelling more

China exceeds all but EU combined

Growth but still few tourist

51

52

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 27: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

27

53

Chinarsquos ldquostring of pearlsrdquo encircle India

Indian Ocean long neglected now becoming more strategic

US Military

Indiarsquos string of pearls

54

Chinarsquos BRI to connect Eurasia largest project in history but others worry about debt diplomacy and a new colonialism

53

54

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 28: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

28

55

2017 Military Strength

2017 GDP ($tril ppp)

China and India now world powers

2016 Power amp Influence

China amp India GDP gain others wane

56

Country 1990 2017

EU 25 16

US 20 15

Japan 8 4

Russia 6 3

China 4 18

India 3 7

World (Tril $) 47$ 116$

GDP PPP (constant 2011 international $)

World Powers Share of

World GDPUS share shrinks less almost catches EU

Japan amp Russia shares halved

China and India more than 2X

55

56

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 29: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

29

China amp Indiarsquos billions far exceed total of other powers

57

World population annual growth peaked in early 1970s at 21 but now only 12

Country 1990 2017 change

China 1135 1386 22

India 870 1339 54

EU 478 512 7

US 250 326 30

Russia 148 144 -3

Japan 124 127 3

World 5288 7530 42Downloaded Oct 2 2018 from World Development

Indicators dataworldbankorgproductswdi

Population of Major Powers (Millions)

EU Russia and Japan low growth

US growing thanks to immigration

India soon exceed China

21st century More about Indian Ocean than Pacific or Atlantic

◼ Indian Ocean 50 of shipping and 70 of oil

◼ 40 nations border ndash 13 worldrsquos population

◼ Heart of Islamic world - 90 of Islamists

◼ India overtaking Chinarsquos population and vibrant

◼ Is 21st century ldquoThe Indian Centuryrdquo

◼ Malacca Straits and freedom of seas big issues

58Source Admiral James Stavridis Sea Power - The History and Geopolitics of the Worlds Oceans 2017 page 119-121

57

58

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 30: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

30

Spice Route Human Development improved more than world average

59

Rank Country 1990 2017 Change

1990-2017

9 Singapore 072 093 30

57 Malaysia 064 080 25

76 Sri Lanka 062 077 23

83 Thailand 057 075 32

130 India 043 064 50

148 Myanmar 036 058 61

13 US 086 092 7

World 060 073 22

Human Development Index

Source 2018 Human Development Index (HDI)-

composite indicator of development for 189

countries based on health education and income

India amp Myanmar improve but still low

Singapore tops above US

60Much ink about Easternization

59

60

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 31: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

31

Still a Clash of Civilizations

East

◼ Communal

◼ Hierarchy

◼ Modesty

◼ Harmony

◼ Saving face

◼ Respect elders

◼ Time is life

◼ Being

West

◼ Individual

◼ Equality

◼ Achievement

◼ Winning

◼ Pride

◼ Respect competence

◼ Time is money

◼ Doing

61

The Clash of Civilizations and the Remaking of World Order 1996 book by Samuel

P Huntington in reaction to Francis Fukuyamas 1992 book The End of History

62

Can learn from Australia- worldrsquos most successful rich country

bullEconomy arguably most successful in Westbull27 years wo recessionbullGrowth 4X faster than USbullHas ore gas low debt

affordable welfare amp broad consensus hellipbullReformed health-care

and pensionsbull Luck of closeness to China

markets Economist Oct 27th 2018

And also should mention Canadarsquos success and the EU

61

62

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 32: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

32

Understanding Amazing Asia Summary and Conclusions

◼ Asia no longer passive now vibrant globalized amp assertive

◼ Chinarsquos Belt amp Road reshaping Eurasia (controversially)

◼ Now potentially ldquoThe Indian Centuryrdquo ndash a big deal

◼ India amp China the Asian giants ndash but smaller Sri Lanka Myanmar Thailand Malaysia amp Singapore may tip balance

◼ Singapore - that tiny red dot ndash offers a glimpse of the future maybe even of UK

◼ Donrsquot overlook awesome Aussies ndash best of West

634 Nov 14 Weds 10 am Sri Lankarsquos Sizzle

64

Lecture 4 10 am Monday Nov 12 Sri Lankarsquos sizzle

63

64

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 33: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

33

65

Pearl of Indian Ocean ndash Resplendent Land

7 centuries ago vital civilization - whose vestiges World Heritage sites today

Golden tropical beaches and exotic fish amp plants

National Parks -elephants leopards hellip

Sigiriya - or Lion Rock a 700-foot granite rock and landscape garden centuries old

66

Sri Lankarsquos strategic location in India Ocean

Strategic location ndashcolonized by Chinese Indians Portuguese Dutch and British

Trade and silk water route connecting Asia and Europe

Historic - 8 UNESCO World Heritage sites

Recovering long civil war with Tamils

Emerging as modern SE Asia country

65

66

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 34: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

34

2500-Year History Sri Lanka (Ceylon)

500 BC Ancient kingdoms Anuradhapura 300 BC Buddhism from India 1411 Chinese Admiral Zheng He overthrows ruler 1505 Portuguese 1658 Dutch amp 1796 British colonize 1948 Independence after 400 years of colonization 1972 Renamed Buddhism made primary antagonizing

Tamils and state controlled economy 1997 Shift to more open market economy 2004 Dec 26 30000 killed by tsunami-earthquake 2006 US ends amp China aids with weapons amp loans 2009 26-year Tamil war ends after 100000 killed 2018 Political turmoil China takes over Hambantota Port

67

68

Profile

Half size FL but greater population

Tropical monsoon climate

Sinhalese 75 Tamil 15 Muslim 9

English fluency of 10 Religion - Buddhism

(official) 70 Hindu 13 Muslim 10 Catholic 6

67

68

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 35: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

35

69Adams Peak - The Garden of Eden

Once believed Garden of Eden

Fossilized footprint -claimed Adamrsquos

Mountain climbed by Alexander the Great

Now major shrine and hiking trail

Ancient city Sigiriya (377 BCndash1017)

70

UNESCO World Heritage

Anuradhapura Kingdom

Sigiriya rock fortress

Palace on top Buddhist

monastery until 14th century

69

70

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 36: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

36

71

Kandy Kingdom ndash Staved off colonizers for 300 years

Kandy Kingdomrsquos Temple of the Tooth

Last capital of kings amp World Heritage site

Arose during 16th and 17th centuries of European invasions

Switched alliances from Portuguese to Dutch in 1602 and finally succumbed to British in 1818

72

Westernized proud polite festive tea culture

Sri Lanka Culture -westernized English use polite festive

Proud of country Extended families and

villages ndash knows everybodyrsquos business

Humble and happy Tea key part of culture

71

72

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 37: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

37

73

Chinese teach Sri Lanka a lesson

74Religion in Sri Lanka - Hindu Temple

in Colombo

73

74

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 38: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

38

75Gangaramaya Buddhist Temple

Colombo

76Fort Colombo ndash much to see

75

76

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 39: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

39

77Yala National Park Hambantota

78

Tea (not Coffey) worldrsquos favorite drink ndashmajor part of economy amp culture

77

78

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 40: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

40

79

Sri Lanka - modern democratic emerging country in strategic location

80

Howrsquos Sri Lanka doing

Flawed democracy for 70 years but prosperity improving

Prosperity above India China and Thailand but below Malaysia and Singapore

Provides free education even higher education and doctorates

79

80

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 41: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

41

81

New President democratic reforms amp rebalanced toward India vs China

Suspicions about China scrutinized rising debt

Reformed judiciary and parliament fought corruption reduced powers and terms of president and increased media freedom

Modi India is Sri Lankas closest neighbor and friend Our destinies are interlinked

New Hambantota Port now a Chinese strategic sphere

82

$15 bil China built in 2010

Lacked business so handed over

Gives China outpost in busy shipping lane

Also gives China port in Indiarsquos sphere

81

82

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 42: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

42

83

Future of Sri Lanka Geopolitical Trilemma

US biggest market amp EU via Suez

Oil shipments from Gulf

Distant China ndasharms loans and port use

India-close largest supplier but Tamil tension

30000 ships pass annually

US military Diego Garcia

84

Surprising political changes Struggle of China vs India

Chronologybull Jan 2015 Sirisena

surprise defeat of Rajapaksa and appointed rival Wickremesinghe PM

bull Oct 2018 President fired PM closed parliament and appointed Rajapaksa

bull Nov 2018 Rajapaksa joins rival party

President Sirisena

PM WickremesingheFormer President Rajapaksa

83

84

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 43: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

43

◼ Sri Lanka ndash fascinating island strategically located historic cultural diversity and natural beauty

◼ Storied 2500-year history with advanced kingdoms production of spices pearls and tea

◼ Emerged from 4 centuries of colonialism and 3 decades of Tamil Tiger-Singhalese conflict

◼Now modern country but current political crises create uncertainty of China vs India balance

Summary amp Conclusions Sri Lankarsquos Sizzle

85Lecture 5 Sat Nov 17 2 pm Myanmarrsquos Marvels

5 Saturday 2 pm November 17

Myanmarrsquos marvels

86

The Marvels

bull Thousands of ancient Buddhist temples

bull Survived Invasions by Thailand India amp China colonized by British brutally occupied by Japan

bull Nobel Peace Prize for Aung San Suu Kyi amp rise from arrest to rule

85

86

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 44: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

44

Myanmarrsquos 3500-year history

87

◼ 1500 BC-849 Advanced peaceful civilizations

◼ 849-1287 Pagan Dynasty at Bagan

◼ 1752-1885 Konbaung lost Anglo-Burmese Wars

◼ 1886-1942 British rule

◼ 1942-48 WW II Japan devastated amp Independence

◼ 1962-89 General Ne Win coup ndash Socialism amp isolation

◼ 1989-2011 Military rule new capital intrsquol criticism

◼ 1991 Aung San Suu Kyi Nobel Peace Prize

◼ 2008 Cyclone Nargis138000 dead military limited aid

◼ 2010-17 Turn to democracy amp San Suu Kyi triumph

◼ 2018 Genocide of Rohingyas amp awards retracted

88

Yangon Myanmar (Rangoon Burma) ldquoGarden City of Eastrdquo

87

88

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 45: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

45

89

Myanmar Betwixt giants beauty and beast and ethnicities

90Myanmarrsquos ethnic conflict

89

90

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 46: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

46

91

Ancient capital of Bagan ndash in 13th century had 10000 temples amp 200000 people

92

Ananda Temple of Pagan Dynasty (849-1287) in Bagan ldquoWestminster Abby of Burmardquo

91

92

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 47: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

47

93Ancient Shwedagon Pagoda dominates Yangon Skyline

94

British exiling Last King of Burma to India 1885

British rule 1886-1948

93

94

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 48: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

48

95WW II Burma Campaign (1942-45) one of longest 200000 each Allied and Axis causalities and a million civilians

Rangoon and Burma Road

961962 Coup amp 8-8-88 Pro-democracy protest

GDP per capita growth

-15

-10

-5

0

5

10

15

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

Myanmar

95

96

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 49: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

49

97

After1948 independence Buddhist culture led by military

Saffron Revolution protests Aug-Oct 2007

98

Continued Military Rule Cyclone Disaster -unprecedented limits on aid (1989-2011)

May 3 2008 Cyclone Nargus

97

98

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 50: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

50

99

Suu Kyi ldquoThe Ladyrdquo Nobel Prize Media star

100

The Beauty and the Beast

99

100

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 51: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

51

Impressive Pagoda and Government Buildings in new capital Naypyidaw

101

102Tragic Muslim Rohingya Crisis ndash UN charges genocide

101

102

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 52: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

52

103

Myanmar- despite rocky relationship ndashdestined to be Chinarsquos energy conduit

37

1511

8

7

22

Myanmars top trade partners 2016

China

Thailand

Singapore

India

Japan

Other

104

Suu Kyi with Xi Jinping in 2017

Rohingya crisisrsquo dilemma Ignore or pressure Myanmar further into Chinarsquos orbit

103

104

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 53: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

53

Myanmar Summary amp Conclusions

◼ Advanced from colonization isolation and oppression

◼ 1st civilian government 60 years amp economy growing

◼ But future uncertain (The Beauty or the Beast)

◼ Will global support rising tourism amp pressure to end Rohingya crisis advance democracy and ease both militaryrsquos and Chinarsquos clutches

◼ Myanmarrsquos greatest marvel may not be the ancient temples but a victory of beauty over beast

105

Next lecture 6 Sunday 2 pm Nov 18 Thailandrsquos treasures

Story of Thailand (Siam)

bull Size of France with more people

bull Never colonized never communist

bull Happy and stable despite 12 coups amp political split

bull ldquoStory of a people with an unusual capacity for social cohesion for resolving or evading conflict and for confronting unavoidable challenges creativelyrdquo Peter Church A Short History of South-East Asia

6 Sunday 2 pm Nov 18

Thailandrsquos TreasuresPast Present amp Prospects

105

106

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 54: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

54

10

7

Resourcefulness Thai cave rescue over 18 days as world watched fate of 12 youngsters and soccer coach trapped by flooding

Highlights of Thailandrsquos History

◼ 7th-13th centuries migration from China

◼ 1351-1767 Ayudhya kingdom ndash most successful

◼ 1767 Defeat by Burmese Chakri Kingdom still reigns

◼ 1851-68 Reign of (King amp I) Mongkut

◼ 1868-1910 Modernization under King

◼ 1910-32 Eclipse monarchyrsquos role

◼ 1932-92 Military domination (record 12 coups)

◼ 1992-2002 Moves toward democracy

◼ 2001-2014 Election of Thaksin amp sister both ousted

◼ 2016 King dies son succeeds still military rule

◼ 2018 Protest delayed elections maybe in May10

8

107

108

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 55: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

55

Phuket (poo-KET) port 500 miles south of Bangkok 109

110(New) Big Buddha monument overlooking Phuket

109

110

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 56: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

56

111Thailandrsquos history and importance

112

Kingdom of Ayudhya (Siam) 1351-1767 powerful until fell to Burmese twice now a World Heritage

111

112

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 57: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

57

11

3Wat Chalong Temple Phuket

114

Golden Buddha $300 million of gold revealed by accidental drop

113

114

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 58: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

58

11

5Wat Phra (Emerald Buddha) in Court of Grand Palace

King changes the cloak

116

Mongkut King of Siam who saved Thais

from colonization and starred King and I

115

116

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 59: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

59

117Japan occupied much of Asia 1930s to end WW II

Wat Arun backdrop of Thailandrsquos unique history118

Thai GDP per capita growth

117

118

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 60: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

60

11

9Military rule growth amp US support

President Eisenhower Thai King and spouses

120

Ousted PMs

Thaksin (2001-6)

and sister Yingluck

(2011-14) now

fugitives abroad

Democratic

Autocratic

119

120

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 61: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

61

121ldquoLand of Smilesrdquo Happy Thai psyche and culture

12

2Thaisrsquo ldquomanaged democracyrdquo (1973-to date)

Thai Prime Minister Prayuth who led the military coup of May 23 2014

121

122

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 62: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

62

123Current ldquoThainess campaign to return happinessrdquo

General Prayut prime minister campaigns for happiness

124Monarch mourned but military retains clout

123

124

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 63: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

63

125

Bangkok boomed business amp tourist favorite

Per capita GDP growth

Boom

126

Auto leading industry ndash ldquoDetroit of SE Asiardquo

125

126

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 64: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

64

127

2015-2070

India 737 1002 36

China 929 596 -36

Japan 71 44 -38

Thailand 44 26 -41

Malaysia 18 23 26

2015 2070

Aged 20-64 (millions)

Change

Area

Thailand ldquoOld Man of SE Asiardquo Thanks to Mr Condom

ldquoMr Condomrdquo

128

Long contested border with Myanmar

Malacca Straits Choke point

Shape of elephant ears and long trunk

Cruise port

Geopolitics of Thailand

1000 miles top to bottom

Communist region

127

128

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 65: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

65

12

9

Elections in May Military may finally allow elections after seizing power in 2014 amp breaking past promises

Thailand summary amp conclusions

◼ Never colonized reversed sides in WW II little ethnic or religious conflict avoided communism aligned with West boomed but repeated coups

◼ Impressive temples beaches forests rice hellip

◼ Bangkok attracts most tourists in world

◼ Progressed economically but not politically and progress slowed under recent military rule

◼ Challenges achieve democracy amp bolster aging economy

130 7 Weds 4 pm November 21

Malaysiarsquos multiplicities

129

130

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 66: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

66

The Multiplicitiesbull Colonizers ndash Portuguese Dutch and Britishbull Ethnics ndash ldquoMixed Fruitrdquo of Malay Chinese Indianshellipbull Economies ndash High tech and basic resourcesbull Lands ndash separated by 640 milesbull Modernized Muslims views ndash Official but tolerant

7 Weds 4 pm November 21

Malaysiarsquos multiplicities

Highlights of Malaysiarsquos History

◼ 1400 Malacca established and adopts Islam

◼ 1511 Portuguese take Malacca

◼ 1641 Dutch oust Portuguese

◼ 1824 British amp Dutch form Straits Settlements

◼ 1874 British extend control throughout Peninsula

◼ 1941-5 Japanese occupation WW II British return

◼ 1957 Independence but tension with ethnic Chinese

◼ 1965 Singapore expelled to reduce Chinese

◼ 1971 Under New Economic Policy grows rapidly

◼ 1981 Dr Mahathir elected reigns until 2003

◼ 2018 PM Najib resigns due to 1MDB scandal

◼ 2018 Dr Mahathir surprisingly returns 132

131

132

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 67: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

67

133Geopolitics of Malaysia

Disputes in South China Sea

Past Thai conflicts

Expelled Singapore in 1966

Malacca Strait choke point

Separated by 640 miles

Cruise ports George Town amp Koala Lumpur

Indonesia 8x population and 17000 islands

Allied with West despite its Communist neighbors of China Laos amp Vietnam

134Crucial Strait of Malacca Choke point for 25 world trade

133

134

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 68: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

68

135

Tin mining

Rubber

Early history Tin and rubber were world leaders in Malaysia

136

WW II Memorial

Occupied 1942-45 by Japan Chinese-Malay ethnic conflict settled and Malaysia established in 1963

135

136

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 69: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

69

137Malaysian multiculturalism ldquoRojakrdquo -A mixed fruit dessert

138

George Town Silicon Valley of East

George Town UNESCO World Heritage Site

George Town rdquoPearl of Orientrdquo

137

138

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 70: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

70

139Penang KekLok Si Largest Chinese temple in SE Asia

140

National Mosque in Kuala Lumpur

Adopted Islam in 15th Century ndash Muslim (61) official religion but secular state

139

140

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 71: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

71

141

Unique kingship - Elected on rotational basis from 9 hereditary state rulers

Sultan Muhammad V

Volatile but rapid and sustained Economic growth - 2nd to Singapore

142

-150

-100

-50

00

50

100

150

200

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

MALAYSIA GROWTH OF REAL GDP PER CAPITA (PPP) IN 2011 US$

Malaysia Linear (Malaysia)

90500

28900

17800 1660013000

7200 6300

2017 Per Capita GDP

(PPP)

Commodity decline

Independence

Asian Crisis

Great recession

Malaysia 2nd

to Singapore but way ahead of rest

GDP grew 65 for 50 years

141

142

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 72: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

72

143

How did Malaysia achieve modernization

144

Kuala Lumpur ndash Capital and largest city

1884 Kuala Lumpur

143

144

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 73: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

73

145Rising economy but still trade amp commodity dependent

146

Kuala Lumpurrsquos Petronas Iconic Twin Towers - symbolic of Malaysias future

bull 88-floor worldrsquos tallest twin towers

bull Petronas ndash Govrsquot owned oil and gas co

bull Oil and gas 22 of govt revenue

bull Fortune Global 75th largest company

bull 2th most profitable company in world

bull Most profitable in Asia

145

146

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 74: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

74

147

Malaysia ndash risen to upper middle-income status thanks to location resources and economic policy

Singapore 91000

Brunei 84000

US 60000

Australia 47000

UK 43000

Malaysia 29000

Russia 25000

Mexico 18000

Thailand 17000

China 17000

Sri Lanka 12000

Indonesia 12000

Phillipines 10000

India 7000

Myanmar 6000

World 17000

GDPCapita ($ 2017 PPP)

Fully democratic after independence but marginally afterwards now in 1MDB scandal

148POLITY score ranges from +10 (strongly democratic) to ndash 10 (strongly autocratic)

0

2

4

6

8

10

12

Malaysia - Polity Score

1969 ethnic violence of Malays vs Chinese military control

1957 Independence

Scandals and Chinese projects

147

148

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 75: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

75

149

Malaysiarsquos scandal-hit former prime minister Najib Razak and wife

150

Dr Mahathir (at 93) surprising return -tougher on Chinese projects and 1MBD scandal

Dr Mahathir amp Chinarsquos Premier

ndash Beijing Aug 2018

149

150

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 76: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

76

151

30

80 81 79

29

Myanmar Thailand Malaysia Singapore Japan

Proportion holding positive view about impact of China on own country

66

51

64

4452

62

Myanmar Thailand Malaysia Singapore China Japan

saying democracy is always preferable to any other type of

government

Polar views of China

Not whole-hearted views of democracy

SE Asia trying to build economies global influence and independence

151

152

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 77: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

77

Malaysia Summary amp Conclusions

◼ Not easy to characterize ndash Multiple ethnics religions industries hellip

◼ Islamic state reconciled with Western modernity

◼ Mix of skyscrapers and rainforests - now regrouping from political scandal and debt

◼ Straddles crucial Malacca Straits

◼ Bottom-line in growing SE Asia prosperous reforming politically prospects encouraging

153

7 Thursday 4 pm Nov 22 Singapore -Little Red Dot thatrsquos hard to top

8 Thursday Nov 22 Singapore -Little Red Dot thatrsquos hard to top

bull Fame and fortune far beyond expected of a small island of 6 million only 42 by 22 miles

bull One of worldrsquos largest ports and most strategic choke points - Malacca Straits

bull A model for Asiarsquos future soaring skyscrapers spectacular public parks scrupulously clean unsurpassed prosperity and democratic

153

154

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 78: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

78

The Almost Nearly Perfect Country

155

Country

( in ranks)

GDP (PPP)

per capita

(187)

Happiness

(143)

Corruption

Perceptions

(176)

PISA

(70)

Economic

Freedom

(180)

Human

Develop

(185)

Prosperity

(149)

Singapore 3 28 7 1 2 5 17

Australia 18 12 13 14 5 2 10

Canada 22 4 9 7 9 10 8

China 79 90 79 10 110 90 90

India 122 131 79 na 130 131 100

UK 26 14 10 15 8 16 9

US 11 19 18 25 18 10 18

Highlights of Singaporersquos History

◼ 1819 Stamford Raffles founds British trading post

◼ 1826-67 Singapore Malacca and Penang become British Straits Settlements

◼ 1942-4 WW II Japanese occupation

◼ 1946 Becomes separate British crown colony

◼ 1963 Joins with Malaya to form Malaysia

◼ 1965 Ejected from Malaysia LKY goes alone

◼ 1965 Asian Tiger of rapid economic growth

◼ 1990 LKY bows out influential til 2015 death

◼ 2004 Lee Hsien Loong LKYrsquos son becomes PM

◼ 2018 Most prosperous country balancing East and West as global trading system crumbles 156

155

156

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 79: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

79

157From fishing village to British Colony

Raffles Hotel

158Source wikipediaorgwikiLee_Kuan_Yewgt

Took a city on a sandbar from 3rd world to 1st world in a generation

157

158

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 80: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

80

Might seem Western but on closer look Chinese culture is present and widespread 159

160

75 (westernized) ethnic Chinese but with rise of China Mandarin becoming more important

Buddha Tooth Relic Temple

159

160

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 81: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

81

161

Japan conquered Singapore and all its neighbors in WW II

162

Singaporersquos defeat the worst disaster and largest capitulation in British historyrdquo - Churchill

161

162

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 82: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

82

163Unimpressive Singapore in 1974 ndash then globalized

164

Singaporersquos economy soared even higher than other 3 Asian Tigers (14-fold increase in 40 years)

163

164

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 83: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

83

165

Singaporersquos open but paternalistic government

Lee Hsien son of LKY greets Indiarsquos Modi

166

Highest (90) home (apartment) ownership in world

165

166

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 84: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

84

167

Singapore Long an Asian entrepocirct -intermediary center of trade and transshipment

168

Singapore today Highly prosperous

167

168

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 85: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

85

169

Singapore transitioning from entrepocirct to an industrial amp financial services-based economy

170

Marina Bay Sands- worldrsquos most expensive casino

169

170

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 86: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

86

Singapore is more than trade commerce and high-rises - has zoo parks gardens and even Supertrees

171

Gardens by the Bay

172

ldquoA little nation that canrdquo But in disparate ASEAN amp sandwiched by global giants China and India

171

172

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 87: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

87

173

Singapore not only prosperous but has best test scores ndash but now downplaying exams

From exam-taking machines to creative life-long learning

174

Good show ndash but the comedic role-reversal of America and Singapore is exaggerated

173

174

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 88: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

88

epilogue

Ironic role reversal Brexit British become ldquoa giant Atlantic Singaporerdquo 175

Theresa May UK Prime Minister

176

Future of Singapore ndash ldquoprisoner of geographyrdquo Balancing act bridging East amp West

175

176

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178

Page 89: Lecture #1: Mumbai’s Rise - COFFEY NOTES · rose after Cold War, & fell in Great Recession 47 WWI Deglobalization End Cold War Great Recession World trade tripled after Cold War

89

China-US war prospects grim

China and the United States are heading toward a war neither wants The reason is hellip a deadly pattern hellipthat results when a rising power challenges a ruling one hellipOver the past 500 years these conditions have occurred sixteen times War broke out in twelve of them Today as an unstoppable China approaches an immovable America and both Xi Jinping and Donald Trump promise to make their countries ldquogreat againrdquo the seventeenth case looks grim Unless China is willing to scale back its ambitions or Washington can accept becoming number two in the Pacific a trade conflict cyberattack or accident at sea could soon escalate into all-out war

177

Summary amp Conclusions Singapore Little Red Dot thatrsquos hard to top

◼ Small size but mighty strategically

◼ One of most successful countries

◼ Rose as an open beckoning trading and service economy

◼ Now balancing East and West vulnerable to rising nationalism and trade wars

◼ Yet donrsquot bet against ldquoLittle nation that canrdquo

178Thanks - hope to see you on Azamara again

177

178