Sunday, January 25, 2015

Market turmoil likely as Greek radical left wins; UK recovery losing steam; US and India 'rebalance Asia' against China's rise

1 Market turmoil likely as Greek radical left wins (San Francisco Chronicle) A radical left-wing party vowing to end Greece's painful austerity program won a historic victory in Sunday's parliamentary elections, setting up a showdown with the country's international creditors that could shake the eurozone.

Alexis Tsipras, leader of the communist-rooted Syriza party, immediately promised to end the "five years of humiliation and pain" that Greece has endured since an international bailout saved it from bankruptcy in 2010. If Tsipras, 40, can put together a government, he will be Greece's youngest prime minister in 150 years, while Syriza would be the first radical left party to ever govern the country.

The prospect of an anti-bailout government coming to power in Greece has sent jitters through the financial world, reviving fears of a Greek bankruptcy that could reverberate across the eurozone. He won on promises to demand debt forgiveness and renegotiate the terms of Greece's 240 billion euro ($270 billion) bailout, which has kept the debt-ridden country afloat since mid-2010.

To qualify for the cash, Greece has had to impose deep and bitterly resented cuts in public spending, wages and pensions, along with public sector layoffs and repeated tax increases. Greece's creditors insist the country must abide by previous commitments to continue receiving support.

Syriza's anti-bailout rhetoric appealed to many in a country that, in the past five years, has seen a quarter of its economy wiped out, unemployment above 25 percent and average income losses of at least 30 percent. But Syriza's victory has renewed doubts over Greece's ability to emerge from the crisis, and generated fears that the country's finances could once again send shockwaves through global markets and undermine the euro, the currency shared by 19 European countries.


2 UK recovery losing steam (Katie Allen in The Guardian) The UK’s economic recovery lost steam at the close of 2014, official figures are expected to confirm this week. Growth is forecast to have slowed to 0.6% in the fourth quarter, from 0.7% in the third, according to a poll of economists by Reuters.

However, Chancellor George Osborne will be able to claim credit for the strongest annual performance since the financial crisis if the latest quarterly GDP data comes in as expected on Tuesday. If predictions of a 0.6% rise are correct, it would mean the economy expanded 2.6% for the year as a whole, the best performance since 2007 and faster growth than other advanced economies.

Recent reports have pointed to a slowdown at the end of 2014 for both industry and construction while consumer spending appears to have held up. The latest figures from the high street last week showed sales rose in December as motorists rushed to fill up cars with cheaper petrol and food shopping was strong ahead of Christmas.

Analysts see little chance of that pattern changing in coming months as continued troubles among the UK’s key trading partner, the eurozone, and a slowdown in China weigh on exports. But manufacturing should get some support from lower oil prices. Household spending is expected to remain the key driver for the UK economy as households get some relief from low inflation, rising employment and signs of the long-awaited return of wage growth.


3 US and India ‘rebalance Asia’ against China’s rise (Dawn) US President Barack Obama’s presence as chief guest at India's 66th Republic Day celebrations. just four months after Indian Prime Minister Narendra Modi's visit to the US, is highly symbolic. The visit is also expected to ramp up bilateral cooperation on economic growth, energy and climate change as well as address important differences such as intellectual property rights and civil nuclear liability law that pose a hindrance to taking the cooperation to the next level.

However, the larger goal that the US would be pursuing here is to convince India to join a coalition of democracies to balance China's rise. Although it won't be publicized, this topic will likely be ever-present in their private conversations. Deng Xiaoping's opening up of China's economy in 1978 began China's full integration into the global economy and normalized its diplomatic relations with other countries.

The resulting transformation of China's economy allowed it to ultimately challenge the supremacy of the US. China seeks to be the preeminent power in the Western Pacific and consolidate Asia into an exclusive bloc. In 2012, the Obama administration announced that it was going to be intensifying its focus to the Asia-Pacific in a policy popularly known as the “rebalance to Asia”.

This “concert of democracies” strategy involved courting democracies in the region to manage the uncertainties caused by a rising China. What is clear is the bilateral relations between Asia's maritime democracies – India, the US, Australia and Japan – are stronger than ever. These four countries interact regularly at a military-to-military level as well share intelligence regularly.

There is no denial that the US presence in Asia provides stability and certainty to India. There is also increasingly less doubt that India finds comfort in a US-centric world order. It is unclear if India has the capacity or the resources to address challenges posed by a rising China on its own or with the cooperation of its other allies.

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