COVID-19: Turning the crisis into an opportunity!

COVID-19 has turned the world upside down. What started off as an outbreak in Wuhan, Hubei province of China is now a pandemic that has spread in more than 130 countries worldwide as we speak. In India too, the number of people who have detected positive has been multiplying by the day. Most of the state governments are waking up to the reality and state after state have been shut down.

In this sombre time, it may not sound so appropriate to talk about tapping opportunities that may arise. But then, one of the key jobs of strategic experts in counties is to always look beyond the obvious, see ahead of today and tomorrow and peep into the future.  In India, if such experts do that, they will see a window to turn this crisis into a long term, game changing opportunity.

Few weeks ago, when Corona virus had not spread like it is today, other than the human calamity, discussions were about how global supply chains have been disrupted due to the outbreak in China. Today, with China controlling the spread quickly using strong arm action and with the virus spreading all over, discussions around supply chain disruption have receded.  The focus today is around containing the spread as country after country have found people inflicted by the virus. However, when the dust and storm around the pandemic settles down in a few months, policy makers and industry experts will start pondering over putting all manufacturing eggs in the Chinese basket. De-risking from China for future would be top in the agenda.  Already, we are beginning to see some noise in that direction.

For countries and manufacturing companies, de-risking from China is nothing new. Many of them started doing it ten years ago when China, in the back of around 10% GDP growth for few years in a row from 2003 to 2011, was on fire as an economy. High economic growth also means increase in wages which shot up from CNY 750 in 2007 to CNY 2420 in 2018! Coupled with raising wages was the non-availability of skilled labour. A factory manager in Shanghai way back in 2012 told me that after the Chinese New year holidays, half the workforce would not return as they would end up joining companies which are located in provinces with higher minimum wages and with more overtime potential. Invariably mobile phones and other high demand product manufacturing units would suck up a lot of skilled manpower leaving other production units to scramble for trained manpower.

The logical option was to expand facilities out of China, if not to shift the entire production. Many Japanese companies who had put up factories in Thailand, Malaysia and later in China went and invested in Vietnam. It was a golden opportunity for India to have tapped that wave in that period. But we missed. Vietnam in spite of not boasting of very high skilled manpower but with relatively low labour cost managed to take advantage of the Japanese expansion plans. I was told that companies used to travel to interior Vietnam provinces and literally call out in the streets with microphones like in the feudal days as part of recruitment drive for factories!

India with its low labour cost and abundance of skilled manpower, still couldn’t feature in the agenda of companies looking at de-risking from China. And there are many reasons for the same.

It’s a myth that foreign companies just go by low labour cost when they try to invest in manufacturing facilities outside of their existing country bases. What they look for is whether the entire manufacturing eco-system is in place. China showed the world as to how to put that kind of eco-system in place that includes availability of low cost land in plenty, abundant skilled and low cost labour, low interest rate regime, tax benefits/holidays, access to ports, high quality infrastructure in the form of roads, highways, airports and sea ports, access to vendor base (this is particularly critical for Electronics and Automotive production) and more importantly what I call as the “hygiene factor”.  And this is the comfort factor which expatriates develop for the country where they want to set up production.

In India, we do not attach much importance to this while planning but, in my experience this becomes the key, tilting factor when choosing between options. If the team of expats who spend time in the country looking at options, do not feel comfortable about being able to lead a decent quality of life, they would never recommend that country. We should not forget that when a large production facility is set up, there will be hordes of expats who will be spending time during the project set-up phase and also later at supervisory/managerial roles when the unit is up and running.

That’s why I would not squabble if our governments spend money and resources to put their best face forward when foreign leaders visit here. For, many a times, there is a delegation of corporate chiefs who accompany these leaders and it is important that they carry a good impression of India as a country when they visit. In a Japanese company I worked earlier, the decision to invest in India which was lingering around for a while was finally taken when the group Chairman visited India and got impressed seeing the campus and Golf course of Infosys in Bengaluru!. I am talking of 2005 and fortunately the traffic situation then wasn’t as bad as it is today!

Coming back to the hygiene factor, this includes availability of good international schools, safety for women, availability of their country cuisines and even stuff like “Not a dry state” or “No Beef Ban”…!

In the wake of COVID-19, it is my belief that India must put its best foot forward in pitching itself as a robust manufacturing destination to the world which is looking at options.  And for this the government must move on a “Mission” mode quickly and activate “Make in India 2.0”!  We may not be able to scale up the economies of scale of China but then we are not looking at China completely. Our pitch must be to position India as an augmenting base.

Compared to the 1st decade of this century when India missed the opportunity when companies were de-risking, I believe that we now stand a better chance overall and hence it’s worth taking a shot now. Our roads and highways infrastructure is getting better though it’s a work in progress. We can now boast of world class airports in all the metro cities. The ports infrastructure have improved leaps and bounds and our customs clearance processes have smoothened.  We could still do much better on the “Ease of Doing business” front, though!

Ergo, I do believe that with a focussed approach towards getting companies to invest in setting up production facilities in India, India can be a good option for companies contemplating to de-risk from China. For India, which is in desperate need of a boost to the economy, nothing works like expansion in manufacturing as it increases direct and indirect jobs.

Author and Economist Shankkar Aiyyar in his book, The Accidental India has documented how in India every landmark game changing event since independence happened as a response to a crisis. Going by that track record, we are in the throes of another crisis with COVID-19 and hopefully we will come up with a response that is game changing!

The last booster shot for the Indian economy came in the beginning of this millennium and that was due to a global threat of a bug! The Y2K phenomenon opened the flood gates for the Indian Software industry and helped erect a pillar for our economy called the “Services”! Twenty years hence, now, a virus could provide the booster shot for the economy if India gets its act together. That of getting the manufacturing ecosystem in place and tap the opportunity which could present itself in the coming months. It’s not easy. But then its not impossible either.

Covid-19 in the world and Comvid-20 in India!

Since the advent of Social media, “Going Viral” is considered the ultimate thing! As we speak, the world in general and India in particular are reeling from something that literally went viral. The Corona virus pandemic which is now being called by WHO as Covid-19 which started from the Wuhan region in China, has now been spreading rapidly across the globe.

In China where it all started, we understand that things are getting under control. The new cases are reportedly fewer which is a key indication of the virus not spreading further. The Chinese government has been swift in taking tough decisions including shutting down towns and cities in a bid to arrest the spread very early.

As one can expect in a globalised world as it is today, while the situation is getting better in the origin (China), there are other countries where Covid-19 is taking a huge toll. First Italy, then Iran and now Korea have been under the onslaught of the Corona virus in the last couple of weeks. And those who have visited the affected places like Italy and those who came as tourists from these countries into other cities have become silent carriers of the virus. So, countries like America and India have also come under the affected list. Though the numbers are low at this point in time relatively, considering the population in these counties and the viral nature of the contagion, the risks associated cannot be dismissed away.

The approach of the countries to the pandemic is also a reflection of these societies. In highly disciplined and if I may add, regimented countries like China, Korea and Japan for example, the governments moved fast, enacted tough strictures and the public fell in line. The results are there to see. On the other hand, in flexible and If I may say, slack societies like Italy, the government has been slow in action and reaction. It’s only today that we read of Italy taking a call to shut down parts of the country which have been affected. The damage is already done.

From the perspective of economy, it’s already been well documented as to how the global supply chains with its epicenter in China and in particular Wuhan have been disrupted globally. It is believed that Covid-19 will impact global GDP by over 2% negatively in 2020 and this is huge.  As the Corona virus signalled the first decline in demand of oil, Saudi and Russia decided to pump more oil in a battle of market share! Result – Price crash to the extent not seen in 25 years! The chain of events have led to the carnage in the stock markets worldwide. After a long while, we saw the circuit breaker being triggered at NYSE yesterday!

Apart from manufacturing industries affected by Covid-19, the other worst industries are those that deal with people. Travel, Hospitality, Tourism and Events sectors will see an impact worse than the Lehman crisis time! It would be sad if the next summer Olympics being planned in Tokyo in July 2020 is called off due to the Corona virus. As can be only expected, Japan has been super ready for the event for a  few months now and will be a pity if all those efforts go down the Corona drain!

After the Lehman shock of 2008, Covid-19 is the next best example of a globalised world rising and perishing together in ironic harmony. There are very few countries which are immune to this today. The synchronised interest rate cuts by the Central banks a few days ago, I am not sure will help. Because what we are seeing is a supply side disruption and constraints arresting human movement. This is a not a demand problem or a capacity building issue where capital infusion could do the immediate trick. Of course any softening of interest rates is welcome! While the world struggles to get into terms with the aftershocks, I do believe that China from where it all started, may recover faster than expected. Already people have started going to offices after a long break since Chinese New Year and factories have started brimming with activity from last week. Again, at the risk of being repetitive, being a disciplined and a regimented society which China is, we should not be surprised if China gets back to normal by June while other affected countries still continue to struggle to get back to their feet!

Coming to India, along with Corona virus, we had another thing which has been going viral in the past many weeks – the “communal” virus” or Comvid-20! Ever since the Citizenship Amendment Bill got passed and became an Act followed by the government’s “chronological” intent to take up NRC (National Register for Citizens) all over India, the country has been on the edge.

The CAA protests also took almost the same route as a virus spread.  What started off as peaceful protests in different parts of the country essentially college campuses, soon spilled over to the streets. A hitherto unknown entity to those outside Delhi – Shaheen Bagh, entered the daily vocabulary and a subject of Prime time loud debates. And finally culminated with full blown communal riots in Delhi in the 1st week of March.

For Modi Sarkar which prided itself of not facing a communal riot in the country for 6 years since 2014, the Delhi riots have come as a huge blot on its image. That the riots happened in the first place, that too in Delhi which is the capital of India with its heavy security apparatus and when a big diplomatic event that of the US President Donald Trump’s visit was in progress, is an embarrassment. The coverage of the Trump visit therefore turned “split screen” globally with beaming faces of leaders and burning streets of Delhi, side by side!

That today, Social media has a huge role to play in spreading this communal virus is unmistakable!  Images and counter images, Videos and counter videos were just going viral in what I call as a battle of narratives! In sum, even today, we are yet to get a final answer as to who lit the spark first. And in spite of all the media and social media explosion, we may never get it, in our lives! Everything that went viral finally did their bit to mobilise mobs, fuel frenzy and finally celebrate madness.

Covid-19, with the world putting its might behind it may soon get a vaccine and a cure! However, Comvid-20 with its epicenter in India and to do with the majority community Vs minority community wrangle ingrained in our minds for decades, may not get a vaccine soon. Unless, we become a truly secular society where religion is personal and ceases to be a vote bank. Welcome to Utopia!

The politics behind political Strategists!

(This piece was written for the news website thenewsminute.com and was first published on the 14th Feb, 2020 and can be read here:

https://www.thenewsminute.com/article/when-poll-strategists-jump-party-party-why-isn-t-there-non-compete-clause-118196

In the business of building political brands in India, Prashant Kishor or PK to many, has now emerged as the undisputed numero uno. In a short period of under ten years, since he started his career with then Chief Minister Narendra Modi for the Gujarat state election in 2011, he has indeed come a long way.

The ease and manner with which he and his organisation Indian Political Action Committee (I-PAC) have managed to segue from one political party to another irrespective of ideology and geography is now a subject of shock and awe.

Shock because, till he was recently expelled from Janata Dal (United), a BJP ally, PK was its serving Vice President and that didn’t stop West Bengal Chief Minister and Trinamool Congress leader Mamata Banerjee from hiring him to help her to fight BJP in her state. And awe because, PK’s client list reads like the who’s who of Indian politics from national parties like BJP and Congress to regional parties like Janata Dal (United), Trinamool Congress, Aam Aadmi Party and the like.

And very recently, in the south, after YSR Congress (YSRCP) in Andhra Pradesh, DMK has become the second party to sign up I-PAC and in effect, PK as its political strategist for the Tamil Nadu Assembly Elections in 2021. This news was made public via a tweet by the DMK President Stalin recently. Welcome to the era of commoditization of Indian parties where ideology takes a back seat while marketing, brand positioning, catching eyeballs, mindshare retention and at the end winning, reign supreme.

The non-compete clause

This brings us to the central issue of this piece which is the politics of political strategists. And then there is the question of conflict of interest arising out of aligning with parties with competing ideologies, who are rank competitors. In the business of advertising, brands/companies sign agreements with non-compete clauses with advertising agencies and other strategic consulting companies. Under these agreements, agencies cannot sign up with brands/companies in the competing space not just during the currency of the agreement but also for a mutually agreed cooling-off period. The reasons behind signing such agreements are obvious. No company in this highly competitive era can afford any leak of trade secrets. A brand communication partner would have knowledge of the current and future road map of their clients, their strengths and weaknesses and hence no agreement is complete without non-disclosure clauses and non-compete clauses.

Such clauses have been part of hiring contracts of senior executives as well. Even in the highly competitive world of sports and games, similar clauses exist. I doubt if a coach of one IPL team in a season can sign up as a coach for another team the next season without a cooling-off period. The same holds good in the world of showbiz too.

I have nothing personal against the likes of PK or his organisation but cannot stop wondering why in India’s political space, there is no such non-compete clause while signing on election strategists, looking at the way election strategists have moved on from one party to another. A political party today is akin to a corporate entity and its leader to a brand. So, while companies are so protective about their brand strategies and rightly so, how come, in India we don’t see such sensitivity among political parties and their leaders while collaborating with political strategists?

From in-house campaign manager to professionals

In media interactions, PK has maintained that I-PAC, an organisation which he founded, is on its own now and his role is limited to mentoring and giving wise counsel when needed. This was when someone questioned him on the possible conflict of interest when he became a full-time member of Janata Dal (United) while I-PAC was working with other parties. Now that he has been expelled, it is not known if he is back in I-PAC on a full-fledged role. The I-PAC website carries quite a few references of PK and his work for different political outfits under its own umbrella.

It’s not just PK who is involved with competing parties in the same space. John Arockiasamy, who was associated with PMK in 2016 under the aegis of JPG-PAC, then went on to work with the Congress in Karnataka in 2018.  Reportedly, he has been in discussion with AIADMK in Tamil Nadu to be its political consultant.

Before the advent of PK as a professional election strategist, parties mostly relied on in-house talent for running their campaigns. And they used to work largely with advertising agencies for executing the campaigns in a conventional style just like any other product. For Congress, Jairam Ramesh used to be their election war room manager for years. For BJP, Pramod Mahajan and then Arun Jaitley used to play these roles. So, the possibility of poll strategies getting leaked to rival camp or an espionage operation was limited.

I guess that it is after the advent of digital and social media that we see the outsourcing of campaigns to external agencies by political parties gaining traction. Data analytics is the buzz word today in all fields and so too in election management. This needs specialists and hence parties have no choice but to engage with professional organisations who provide end to end election management solutions from strategy conception to last-mile execution. Execution involves back room warriors who work 24*7 on social media and feet on street who do the booth-level mapping and campaigning.

The potential of social media vehicles like WhatsApp, Twitter and Facebook to enable stories to go viral in no time is unparalleled today. This is a boon and at times a bane. Political consulting firms who have worked with rival political parties have access to a lot of insider information on these parties. And hence there is a real risk of such sensitive information getting leaked online and going viral in no time. Also, I wonder how demographic and psychographic data collected as part of one party campaign is firewalled and not used for another party later on. Memories of Cambridge Analytica, the famed British political consultancy firm that got caught adopting unethical practices have not faded away.

Hence, it is all the more intriguing that political parties in India so far have not considered incorporating non-competing clause while signing up consulting firms. In this politics of political strategists, what are we missing?

Post script: In Tamil Nadu, where films follow politics and vice versa, two big films of last year – LKG and NGK featured election strategists in key roles. A clear sign that these external poll strategists are here to stay.

Time to bid good bye to the Budget!

Just yesterday, Finance Minister of India, Nirmala Sitharaman presented the Union Budget for the upcoming fiscal year 2020-21 in what was a very long speech. The length notwithstanding, it was short on material required to  lift the sagging mood in the country with respect to the economy. The markets tanked big time by the end of the day. If one goes by the commentaries in the media and expert opinions in social media, it seems that the budget has disappointed one and all.  As one expert on TV put it, the reaction was about what could have been done rather than what has been done.

The reaction to the last budget by the same minister in July 2019 was almost similar. Right after the big victory and into a second consecutive term, everyone expected a bolder budget with a road map for tough reforms from the Modi Sarkar. That didn’t happen.

If you go back further to the last few budgets, the story is similar.  In the pre-budget season the air is thick with expectations of all kind. Expectations of big bang reforms, of new big ideas, of a vision for the country and of course of income tax rate cuts! And post the budget speech, the reactions have been similar. “What is the one big idea in the budget?” “Where are the big bang reforms?” “There is no vision in the budget!” and so on.

The last time the media hailed the budget generously was P. Chidambaram’s way back in 1997. It was termed as the “Dream Budget” when it presented a road map for economic reforms in India and included lowering income tax rates, removal of the surcharge on corporate taxes and reduced corporate tax rates. But ever since the budget presentation became a media spectacle post the explosion of 24*7 News media, I don’t recall any budget (of any government) being hailed as a visionary budget or a great budget. Most of the times, the budgets have only disappointed people.

Today, there is a big disconnect between the expectations from the budget speech and what it can deliver. And increasingly, the scope of what the budget speech can deliver is reducing day by day thanks to reforms and change in governance models.

I am of the view that it’s high time we do away with this annual over hyped British era relic of a budget speech which focuses on outlays for the following reasons:

  • Leaving aside the Aam admi who doesn’t follow or understand the language of the budget, increasingly everyone expects the budget speech to actually lay out the “Governance vision and strategy” rather than increase or decrease of allocations. Essentially people are expecting the government to talk the corporate language. Of Vision, Mission and Strategy for the coming year/years.
  • For the budget speech, the FM takes inputs from other ministries on their key initiatives for the coming year and then announces outlays for the same. In a sense the FM is talking on behalf of her/his colleagues. There is little review of outcomes of the past outlays and the focus is more on the future outlays.
  • In the past, one of the areas of interest for the common man from the budget is to know what gets costlier and what gets cheaper. The finance ministry adjusted the tax and excise rates to balance revenue collections for the budget. In the present GST regime, the GST rates are decided by the GST council. The GST council meets as per their charter and decides the change in rates when required. Ergo, the budget speech doesn’t have details of prices going up and down. The exception being any reduction or increase in basic customs duty for imported goods. As we have seen in the recent past, the finance ministry has taken to these announcements whenever they want.
  • Coming back to yesterday’s budget speech, the common feeling was that there was no big announcement that would assuage the struggling economy. If one remembers, the same Finance Minister Sitharaman, had announced an unexpected corporate tax rate cut in September 2019. One must remember that this was not done in the budget speech of July 2019.  This was announced out of the blue, in an out of turn announcement as a counter measure to prop up the economy, then. So my point is, measures that are required to be taken can be and should be taken and announced when needed. One doesn’t have to wait for the budget speech to actually make such announcements.
  • Again if one closely analysed the budget speech, many of the initiatives announced by the Finance Minister can reach its logical conclusion only with last mile delivery by the states. In the sense, these are more like nudges to the state to perform better to get more outlays.
  • Till 2016, there was another media spectacle called the Railway budget. The Modi government took a wise call to do away with this ritual and merged with the Union budget. Except for the reason that it was a British era custom that was followed, it seemed there was no reason for just one of the many departments of the Government of India to have a separate budget presentation day! We don’t have any empirical evidence of any deterioration in the ministry’s performance since then.
  • As I see, there are just a handful of countries in the world who still follow this Annual budget presentation ritual!

Considering all of the above, my submission is, it’s time to bid Good Bye to this all-encompassing Annual Budget Speech by the Finance Minister. Instead, this should be replaced by an address by the Prime Minister in the lines of the State of the Union Address (SOTU) in the US. In this address, the PM should take stock of the situation in the country, the issues on hand and present a vision, road map and the priorities for the coming year. This should be followed by debates in the parliament to understand the views of the other parties and opposition. In the same session, key ministries must present the outcomes of the previous year against the outlays and the plan, initiatives for the coming year in line with the vision, priorities outlined in the PM’s speech. By this, along with the Prime Minister the entire cabinet will be made responsible for their achievements and misses in their ministries, every year.

Narendra Modi, who has a penchant for leaving a legacy has a golden opportunity here. By replacing the budget speech ritual with PM’s Annual Vision Address!

Pic Courtesy: Bloomberg

A New Decade Resolution for India – Moving on from being WIP!

When you are neither here nor there, you are Work In Progress (WIP). As a country, India has been that. A Work in Progress. Now for a long while!

Since Independence, we probably had the tag of an “Under developed” country till the 80’s. From then on, we moved on to be called as a “Developing” country. Since then, it is now 5 decades but, we still continue to be a developing country. An emerging market. A Work in Progress.

Personally for me, from the time I started my career in 1991, India has been a developing country. Even today it continues to be. After close to 30 years.

Just look around and you can notice that almost everything around us is Work In Progress.

Our public transportation in all cities is still evolving.

Roads and highways are perennially under construction.

Health care is floundering but getting better day by day slowly and is Work in Progress.

To just cite a few areas.

In all these years, one thing constant has been that we hold promise. Promise of future potential.

We have had goal posts by way of Vision 2020 etc. in the beginning of this century. In the many versions of those vision documents, by 2020, India was supposed to be an economic Super power.  Supposed to be the 3rd largest economy ahead of Japan or some such thing. As we speak we are still the 7th.

For India in the last few decades, it’s been a case of missed opportunities. We never miss to miss an opportunity. Once missed, it’s a question of living in futuristic hope. If one thing that has kept this country going in the last many years, it is hope. Hope others have on us. More than what we have on ourselves.

In the past, whenever we seemed to have caught the economic growth train, we have quickly derailed it ourselves.

Beginning of every decade is touted to be India’s decade. And we have belied that systematically.

As we step into another new decade, can we actually turn it into being India’s?

What is stopping us from realising our potential? Is it “We the people”? Is it the Government? Is it the politics? Is it the bureaucracy? Is it our attitude? Is it our capability? Is it the population? Is it our chosen path of democracy? Probably it is a combination of all these. And so the answer is complex.

I think the first and foremost need is to put “Economic growth” at the centre of our National discourse and put everything else in the back burner for the next ten years.  For the government, for the media and for the citizenry. There could be and probably there are other unfinished businesses. But it is time to prioritise. And prioritising Economic growth over everything else has obvious beneficial effects on peoples’ quality of life. Has a direct effect on many social issues. It also promises a placebo effect on issues.

It’s not that governments have not been focussing on economy in the past decades. They have, but only intermittently. The question is – was it or is it a single minded focus? As people, did we make Economic growth the single issue while voting?  Politics is driven by electoral results. If parties get the message that if they don’t deliver on economic growth, they cannot win, there will be difference. Today, this is not the case.

A new year is always a time for personal resolutions. This is not just a new year. A new decade beckons. Hope on India is still high. At least as of now. So time for a new decade resolution for India as a country. A resolve to put the Economy first.  Not just first. Just that. For the next ten years.

And move on from being a Work In Progress, come 2030!

On that note, here’s wishing you a busy and exciting decade. Working to Progress.

Image courtesy: Yourstory.com

 

 

Romanticism of Student Activism!

As the rage over the Citizenship Amendment Act (CAA) and the National Register for Citizens (NRC) spread across many parts of the country in the last week, few things became apparent. In India, we do not know to protest peacefully. Any protest quickly goes out of control and ends up inflicting colossal damage to public property. Second, parties try their best to tap into the raw energy of the students to further their own cause. In India, many of our campuses are already highly politicised. Campuses are clearly identified with one political front or the other.  And political parties use these as fertile grounds to advance their agenda.

The enduring images of these protests this week, apart from the burning buses are the ones where we saw students participating in big numbers in these protests in big cities. Commentators of the liberal variety have been gleefully talking of the heralding of “New India” when they saw students in the forefront of an agitation in many parts of the country, otherwise normally restricted to Jawaharlal Nehru University (JNU).  To me, this is not a very reassuring sign. As a nation still trying to battle huge problems of poverty, I firmly believe that the youth have got better things to do apart from taking part in political street battles.

A rebellious streak usually runs among all, in the college student age. And along with that naiveté too! And we all have been through this. An opportunity to bunk arduous classes, meet like-minded groups & carry out endless animated discussions, create posters, carry placards, burn candle lights, shout anti-establishment slogans and participate in symbolic processions has a ring of romanticism around it. And going further, taking selfies & groupies, posting on Instagram & other social media accounts and watching the mounting of likes, comments & Emoji’s, leave in oneself a sense of some great achievement. And in these times of societal approval by social media among youngistan, the temptation is high not to miss such occasions, whether you understand the cause and effect properly or not. Whether you believe in the cause or not.

A short clip of a young girl (probably a NRI) is going viral on social media where she talks of being there in Azad Maidan in Mumbai to protest against the CAB which she felt was discriminatory using her liberty, freedom etc….and when she is asked to explain how the Act is discriminatory, she just smiles off and excuses herself. At least that’s what the clip reveals. I feel sorry for the girl for being trolled like this for her ignorance. I don’t think she should be singled out like this. There would be many others who in spite of living in India having limited knowledge on the Cause and Effect of CAA. Therefore, just picking on her is a bit unfair.

In India, particularly if you are from the middle class which is a big pie in itself, your only calling card for a better future is education. One’s stepping stone for jobs is the degree what you have. There could be exceptions of few individuals who made it big “without taking shelter in schools/colleges even during rains” to use a popular Tamil cliché. But that’s not the rule. I can bet that most of the students  have a better lifestyle than their parents only because their parents studied well, helped themselves with good careers and reached a stage where they could afford a better life for their wards.

As a college student, if you are not well off, if you are not dependent upon your educational credentials to find a career and if you are not wanting to become a career politician, it doesn’t really make sense to ignore your studies and waste time indulging in campus politics and activism. One would site examples of a Sitaram Yechuri or a Brinda Karat or a Arun Jaitley as role models who made it big in politics after being student activists. But for every successful Arun Jaitley there are at least ten other nameless individuals who fell by the way side without completing their studies in time.

There are other issues as well. It just takes one provocation for what seemingly starts as a peaceful protest to turn violent. Even if you are a peace loving dove with no intentions of fermenting trouble, you could get in the thick of action involuntarily, beaten up black and blue and even locked up. One police entry on the wrong side is enough to deny you a passport. In these days of prying camera phones, you may just get captured randomly by random people who share these pictures in social media. And who knows? You could be the next viral sensation but for all wrong reasons!

And this is exactly what happened to two young girls from Kerala – Ladeeda Sakhaloon and Aysha Reena who are studying in Delhi and participated in the anti-CAA protests. When the pictures of them protecting their male friends from the menacing lathis and standing up to the might of the police went viral, they were hailed as “Sheroes” by the ever over- enthusiastic media, only to climb down in a few days when their now deleted social media profiles revealed their radical faces! I am quite certain that in a country like India, this episode would shadow them where ever they go.

At the risk of sounding extremely conservative, the point I am trying to drive at is – if you are a college student from poor or middle class, just focus on activities that will enhance your employability. That would mean studies and probably other creative pursuits. I know of bright students who got distracted by campus politics and ruined their lives. And for once no one should think that I am saying all this keeping the current CAA/NRC student protests in mind. I held the same view during the Chennai Jalli kattu protests as well.

Its’ good to be politically aware and have an opinion as a student. But taking it to street every time for a political cause sounds romantic. And that’s about it.  Unless you are a wannabe Kanhaiya Kumar who wants to be a career politician. Which makes sense.

CAE of CAB/CAA!!

In the last one week, what was known as CAB (Citizenship Amendment Bill) got passed in both the houses of the parliament and became CAA (Citizenship Amendment Act) when the President put his stamp on it. However, as we have been seeing in the last few days, the CAE (Cause and Effect) of this has been different in different parts of the country and among different sections of the society.

In Delhi and in states like West Bengal, Kerala and even parts of Uttar Pradesh, the opposition to the Act stems from the point that the act is discriminating against Muslims. This was what was being echoed by the opposition in parliament and by and large by liberals in the media. The narrative here is that the Act goes against the “Idea of India” as enshrined in the constitution which is “Secular” in not singling out a religion on any ground.  On this pretext, as expected there is a large resentment among Muslims and of course among political parties who depend upon their votes and among liberals. So we see huge street protests in Delhi, Kolkata and in Kerala. As I write this, the protests have gone violent and turning into a mob fury!

In some states like Tamil Nadu for example, the disapproval to the Act is because, it has only included persecuted minorities from three countries namely Pakistan, Bangladesh and Afghanistan while leaving out Tamils from Sri Lanka who are minorities there. The opposition on this count is less intense and is mostly restricted to TV debates, newspaper columns and not much on the streets.

The third category is how the Act has been seen in the North Eastern states like Assam and Tripura. Here, the reaction has been more virulent with fire spreading on the streets with little signs of slowing down. And the cause for the same is completely different from what it is in say, West Bengal. The fundamental issue is that people here see this Act as going against the spirit of Assam accord by opening up the states to foreign illegal refugees of all religions. The opposition here is more about protecting regional identity and space and less about Nationalistic considerations.

And then there are other parts of the country where the reaction is muted and thereby letting one to deduce that the people are neutral on the Act.

In Engineering and Quality Management, “Cause and Effect Analysis” is an oft repeated technique to look at all possible causes for a particular effect. This technique was pioneered by Kaoru Ishikawa, a Japanese professor who later came to be renowned as a Quality Guru. The corner stone of this technique is to brainstorm with as many relevant people as possible and list up all possible causes (Man/Material/Method…) that could lead to a Quality problem.

In the case of CAB/CAA, at the outset it could be argued that probably the Act was required to correct a historical festering issue. However, from the kind of reactions which have emerged, it is clear that the government has not thought through the ramifications of the Act in different parts of the country. Hence I would conjecture that the government has not done a proper “Cause and Effect” analysis on the issue by involving a cross section of domain experts to list up what could be the reactions to the Bill.  It is extremely surprising that on a crucial move like this, perhaps in the interest of confidentiality, the government did not discuss the bill and its implications enough before bringing it to the parliament.

The kind of homework and alacrity the government had shown when it went about annulling of Article 370 is clearly missing this time. Otherwise, Assam and parts of North East where BJP has its own governments would not be burning today. Today, the home minister is busy assuaging one and all that the government will address all genuine concerns of the North East states.  And I believe that a roll back is in the offing soon as the government goes about dousing the fire.

Loyalists to the government argue that CAB was clearly part of the BJP manifesto and hence now that it has got the mandate, it is only going about ticking off items one by one from the manifesto. While one cannot pick too many holes in this argument, one cannot avoid asking if this was really a top priority at this point in time.

Ever since May 30th 2019 when this government took over the reins for the 2nd time, two ministries have hogged the headlines, for different reasons. First, the home ministry under a very aggressive minister – Amit Shah, has been busy with issues around Kashmir. Annulling of Article 370 and 35A, splitting of the state of Jammu and Kashmir and then handling the fall out of these moves have kept the home ministry under constant attention. Second, the finance ministry under Nirmala Sitharaman has been on the receiving end of the media, opposition and the industry due to the tanking economy. Quarter after Quarter the GDP has been touching new lows, not to mention of other economic indices as well, except perhaps the Sensex!

To be fair, the finance minister who is considered a green horn in the ministry has been earnest. Though she comes across as haughty, truth be told, she has been busy meeting a cross section of opinion leaders in trying to understand what needs to be done to fix the economy. It is perhaps her bad luck that she was thrown in to the circus ring when the Indian economy was on a decline. Some steps have been taken but they have not yielded any visible results.

Having seen the versions of many economists who have been critical of the economy, one thing is clear. The experts are split down the middle as to whether the problems in the Indian economy are structural, cyclical or a bit of both. So, it would be good for the finance minister to first do a detailed Cause and Effect analysis of the Economy on top priority, understand the causes first and then go about fixing them.  If these are not addressed before the next budget time frame, once again the fabled “India Story” will miss the bus as it did many times in the past!

That is why, it is time the government also goes about ticking off the manifesto points on issues related to the economy on SOS basis instead of just focusing on home affairs. Here, I feel that the finance minister needs political heft which can be provided only by the Prime Minister. And it is time he does that. What was that? “Modi hai to mumkin hai”, right???

Pic courtesy: Indiatimes