Saturday, January 10, 2015

Analysts fear China financial crisis; Kerry in India to push trade ties; Europe's struggle with Islamism

1 Analysts fear China financial crisis (Julia Kollewe & Angela Monaghan in The Guardian) China’s inflation rate picked up slightly in December but remained sharply below the official target, signalling persistent weakness in the world’s second largest economy as a US investment bank warned that a credit crunch in China is “highly probable” this year.

Annual consumer inflation edged up to 1.5% last month from 1.4% in November, according to the National Bureau of Statistics, still less than half the 3.5% target. Economists said there was a chance China could slip into deflation, increasing the likelihood that policymakers at the People’s Bank of China would respond by further cutting interest rates. The Bank cut rates for the first time in more than two years in November in an attempt to boost the economy.

“Deflation this year is definitely a risk,” said Minggao Shen, economist at Citi in Hong Kong. “We continue to argue that deflation provides more room for policy easing.” Economists are predicting China’s annual economic growth slowed to 7.2% in the fourth quarter, the weakest since the depths of the global financial crisis. Full-year growth is expected to be below the official 7.5% target.

Chinese president Xi Jinping this week trumpeted the “new normal”, referring to slower growth as the government tries to rein in the credit boom – which has led to a debt of $26tn – and rebalance the economy from its overreliance on exports and investment towards consumer spending.


2 Kerry in India to push trade ties (San Francisco Chronicle) US Secretary of State John Kerry is in India to attend an international investment conference and push trade ties with the giant South Asian nation ahead of visit by President Barack Obama later this month.

Kerry will see India’s prime minister to discuss plans for Obama's upcoming trip to participate in India's annual Republic Day ceremonies. Kerry will also hold talks with the prime minister of the tiny Himalayan kingdom of Bhutan, a rare cabinet-level meeting between the two nations.

Kerry stopped briefly in Germany on Saturday to meet with the ailing ruler of Oman, the Mideast country that's served an important intermediary role in negotiations over Iran's nuclear program. Among the topics they covered were the Iran talks, which are set to resume this coming week in Switzerland; the situation in Yemen; the Syrian civil war; the terrorist attacks in Paris; and tensions between Israelis and Palestinians.


3 Europe’s struggle with Islamism (Caroline Wyatt on BBC) In rational, post-Enlightenment Europe, religion has long since been relegated to a safe space, with Judaism and Christianity the safe targets of satire in secular western societies. Not so Islam. The battle within Islam itself between Sunni and Shia, so evident in the wars of the Middle East, and the fight between extremist interpretations of Islam, is now being played out on the streets of Europe with potentially devastating consequences for social cohesion.

These latest shootings may be the work of "lone wolves" but their consequences will ripple across Europe and provoke much soul-searching about the failure of integration over the past decades. Immigrant communities are already being viewed with increasing suspicion in both France and Germany, with their significant Muslim populations, and even in the UK.

France has the largest Muslim population in Europe, some five million or 7.5% of the population, compared with Germany's four million or 5% of the population, and the UK's three million, also 5% of the population.

In the UK, that unease has largely played out on the public stage in a more peaceable manner, in the debate over "British values" and the recent Trojan horse schools affair. The fatwa against the writer Salman Rushdie over 20 years ago following the publication of The Satanic Verses, forcing him into hiding for several years, was perhaps the first time the issue impinged on British consciousness, though the attacks of 7/7 were a reminder that extremist violence could also hit the heart of the UK.

The killings at Charlie Hebdo are a deeply unwelcome reminder to the west that for some, mainly young radicalised men, their fundamentalist interpretation of their religion matters enough to kill those who offend it. As a result, across western Europe, liberally-minded societies are beginning to divide over how best to deal with radical Islamism and its impact on their countries, while governments agonise over the potential for a backlash against Muslims living in Europe.

Mainstream Muslim organisations in the UK and France have unequivocally condemned the killings, saying that terrorism is an affront to Islam. But the potential backlash, including support for far right parties and groups, may well hurt ordinary Muslims more than anyone else, leaving the authorities and religious leaders in western Europe wondering how to confront violence in the name of religion without victimizing minorities or being accused of 'Islamophobia'.

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