【 黎安友專文 l 中國如何看待香港危機 】
美國哥倫比亞大學的資深中國通黎安友(Andrew Nathan)教授最近在《外交事務》(Foreign Affairs)雜誌的專文,值得一看。
黎安友是台灣許多中國研究學者的前輩級老師,小英總統去哥大演講時,正是他積極促成。小英在美國的僑宴,黎安友也是座上賓。
這篇文章的標題是:「中國如何看待香港危機:北京自我克制背後的真正原因」。
文章很長,而且用英文寫,需要花點時間閱讀。大家有空可以看看。
Andrew這篇文章的立論基礎,是來自北京核心圈的匿名說法。以他在學術界的地位,我相信他對消息來源已經做了足夠的事實查核或確認。
這篇文章,是在回答一個疑問:中共為何在香港事件如此自制?有人說是怕西方譴責,有人說是怕損害香港的金融地位。
都不是。這篇文章認為,上述兩者都不是中共的真實顧慮。
無論你多痛恨中共,你都必須真實面對你的敵人。
中共是搞經濟階級鬥爭起家的,當年用階級鬥爭打敗國民黨。而現在,中共正用這樣的思維處理香港議題。
文章有一句話:“China’s response has been rooted not in anxiety but in confidence.” 這句話道盡階級鬥爭的精髓。
中共一點都不焦慮。相反地,中共很有自信,香港的菁英階級及既得利益的收編群體,到最後會支持中共。
這個分化的心理基礎,來自經濟上的利益。
文中還提到,鄧小平當年給香港五十年的一國兩制,就是為了「給香港足夠的時間適應中共的政治系統」。
1997年,香港的GDP佔中國的18%。2018年,這個比例降到2.8%。
今日的香港經濟,在中共的評估,是香港需要中國,而不是中國需要香港。
中共正在在意的,是香港的高房價問題。香港的房價,在過去十年內三倍翻漲。
文章是這樣描述:
“Housing prices have tripled over the past decade; today, the median price of a house is more than 20 times the median gross annual household income. The median rent has increased by nearly 25 percent in the past six years. As many as 250,000 people are waiting for public housing. At the same time, income growth for many Hong Kong residents has fallen below the overall increase in cost of living.”
無論你同不同意這些說法,都請你試圖客觀地看看這篇文章。
有趣的是,黎安友在文章中部分論點引述了他的消息來源(但他並沒有加上個人評論),部分是他自己的觀察。
#護台胖犬劉仕傑
Instagram: old_dog_chasing_ball
新書:《 我在外交部工作 》
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黎安友原文:
https://www.foreignaffairs.com/articles/china/2019-09-30/how-china-sees-hong-kong-crisis?fbclid=IwAR2PwHns5gWrw0fT0sa5LuO8zgv4PhLmkYfegtBgoOMCD3WJFI3w5NTe0S4
How China Sees the Hong Kong Crisis
The Real Reasons Behind Beijing’s Restraint
By Andrew J. Nathan September 30, 2019
Massive and sometimes violent protests have rocked Hong Kong for over 100 days. Demonstrators have put forward five demands, of which the most radical is a call for free, direct elections of Hong Kong’s chief executive and all members of the territory’s legislature: in other words, a fully democratic system of local rule, one not controlled by Beijing. As this brazen challenge to Chinese sovereignty has played out, Beijing has made a show of amassing paramilitary forces just across the border in Shenzhen. So far, however, China has not deployed force to quell the unrest and top Chinese leaders have refrained from making public threats to do so.
Western observers who remember the violent crackdown on pro-democracy demonstrators in Tiananmen Square 30 years ago have been puzzled by Beijing’s forbearance. Some have attributed Beijing’s restraint to a fear of Western condemnation if China uses force. Others have pointed to Beijing’s concern that a crackdown would damage Hong Kong’s role as a financial center for China.
But according to two Chinese scholars who have connections to regime insiders and who requested anonymity to discuss the thinking of policymakers in Beijing, China’s response has been rooted not in anxiety but in confidence. Beijing is convinced that Hong Kong’s elites and a substantial part of the public do not support the demonstrators and that what truly ails the territory are economic problems rather than political ones—in particular, a combination of stagnant incomes and rising rents. Beijing also believes that, despite the appearance of disorder, its grip on Hong Kong society remains firm. The Chinese Communist Party has long cultivated the territory’s business elites (the so-called tycoons) by offering them favorable economic access to the mainland. The party also maintains a long-standing loyal cadre of underground members in the territory. And China has forged ties with the Hong Kong labor movement and some sections of its criminal underground. Finally, Beijing believes that many ordinary citizens are fearful of change and tired of the disruption caused by the demonstrations.
Beijing therefore thinks that its local allies will stand firm and that the demonstrations will gradually lose public support and eventually die out. As the demonstrations shrink, some frustrated activists will engage in further violence, and that in turn will accelerate the movement’s decline. Meanwhile, Beijing is turning its attention to economic development projects that it believes will address some of the underlying grievances that led many people to take to the streets in the first place.
This view of the situation is held by those at the very top of the regime in Beijing, as evidenced by recent remarks made by Chinese President Xi Jinping, some of which have not been previously reported. In a speech Xi delivered in early September to a new class of rising political stars at the Central Party School in Beijing, he rejected the suggestion of some officials that China should declare a state of emergency in Hong Kong and send in the People’s Liberation Army. “That would be going down a political road of no return,” Xi said. “The central government will exercise the most patience and restraint and allow the [regional government] and the local police force to resolve the crisis.” In separate remarks that Xi made around the same time, he spelled out what he sees as the proper way to proceed: “Economic development is the only golden key to resolving all sorts of problems facing Hong Kong today.”
ONE COUNTRY, TWO SYSTEMS, MANY QUESTIONS
Chinese decision-makers are hardly surprised that Hong Kong is chafing under their rule. Beijing believes it has treated Hong Kong with a light hand and has supported the territory’s economy in many ways, especially by granting it special access to the mainland’s stocks and currency markets, exempting it from the taxes and fees that other Chinese provinces and municipalities pay the central government, and guaranteeing a reliable supply of water, electricity, gas, and food. Even so, Beijing considers disaffection among Hong Kong’s residents a natural outgrowth of the territory’s colonial British past and also a result of the continuing influence of Western values. Indeed, during the 1984 negotiations between China and the United Kingdom over Hong Kong’s future, the Chinese leader Deng Xiaoping suggested following the approach of “one country, two systems” for 50 years precisely to give people in Hong Kong plenty of time to get used to the Chinese political system.
But “one country, two systems” was never intended to result in Hong Kong spinning out of China’s control. Under the Basic Law that China crafted as Hong Kong’s “mini-constitution,” Beijing retained the right to prevent any challenge to what it considered its core security interests. The law empowered Beijing to determine if and when Hong Kongers could directly elect the territory’s leadership, allowed Beijing to veto laws passed by the Hong Kong Legislative Council, and granted China the right to make final interpretations of the Basic Law. And there would be no question about who had a monopoly of force. During the negotiations with the United Kingdom, Deng publicly rebuked a top Chinese defense official—General Geng Biao, who at the time was a patron of a rising young official named Xi Jinping—for suggesting that there might not be any need to put troops in Hong Kong. Deng insisted that a Chinese garrison was necessary to symbolize Chinese sovereignty.
Statements made by U.S. politicians in support of the recent demonstrations only confirm Beijing’s belief that Washington seeks to inflame radical sentiments in Hong Kong.
At first, Hong Kongers seemed to accept their new role as citizens of a rising China. In 1997, in a tracking poll of Hong Kong residents regularly conducted by researchers at the University of Hong Kong, 47 percent of respondents identified themselves as “proud” citizens of China. But things went downhill from there. In 2012, the Hong Kong government tried to introduce “patriotic education” in elementary and middle schools, but the proposed curriculum ran into a storm of local opposition and had to be withdrawn. In 2014, the 79-day Umbrella Movement brought hundreds of thousands of citizens into the streets to protest Beijing’s refusal to allow direct elections for the chief executive. And as authoritarianism has intensified under Xi’s rule, events such as the 2015 kidnapping of five Hong Kong–based publishers to stand trial in the mainland further soured Hong Kong opinion. By this past June, only 27 percent of respondents to the tracking poll described themselves as “proud” to be citizens of China. This year’s demonstrations started as a protest against a proposed law that would have allowed Hong Kongers suspected of criminal wrongdoing to be extradited to the mainland but then developed into a broad-based expression of discontent over the lack of democratic accountability, police brutality, and, most fundamentally, what was perceived as a mainland assault on Hong Kong’s unique identity.
Still, Chinese leaders do not blame themselves for these shifts in public opinion. Rather, they believe that Western powers, especially the United States, have sought to drive a wedge between Hong Kong and the mainland. Statements made by U.S. politicians in support of the recent demonstrations only confirm Beijing’s belief that Washington seeks to inflame radical sentiments in Hong Kong. As Xi explained in his speech in September:
As extreme elements in Hong Kong turn more and more violent, Western forces, especially the United States, have been increasingly open in their involvement. Some extreme anti-China forces in the United States are trying to turn Hong Kong into the battleground for U.S.-Chinese rivalry…. They want to turn Hong Kong's high degree of autonomy into de facto independence, with the ultimate objective to contain China's rise and prevent the revival of the great Chinese nation.
Chinese leaders do not fear that a crackdown on Hong Kong would inspire Western antagonism. Rather, they take such antagonism as a preexisting reality—one that goes a long way toward explaining why the disorder in Hong Kong broke out in the first place. In Beijing’s eyes, Western hostility is rooted in the mere fact of China’s rise, and thus there is no use in tailoring China’s Hong Kong strategy to influence how Western powers would respond.
IT’S NOT ABOUT THE BENJAMINS
The view that Xi has not deployed troops because of Hong Kong’s economic importance to the mainland is also misguided, and relies on an outdated view of the balance of economic power. In 1997, Hong Kong’s GDP was equivalent to 18 percent of the mainland’s. Most of China’s foreign trade was conducted through Hong Kong, providing China with badly needed hard currencies. Chinese companies raised most of their capital on the Hong Kong stock exchange. Today, things are vastly different. In 2018, Hong Kong’s GDP was equal to only 2.7 percent of the mainland’s. Shenzhen alone has overtaken Hong Kong in terms of GDP. Less than 12 percent of China’s exports now flow through Hong Kong. The combined market value of China’s domestic stock exchanges in Shanghai and Shenzhen far surpasses that of the Hong Kong Stock Exchange, and Chinese companies can also list in Frankfurt, London, New York, and elsewhere.
Although Hong Kong remains the largest offshore clearing center for renminbi, that role could easily be filled by London or Singapore, if Chinese leaders so desired.
Investment flowing into and out of China still tends to pass through financial holding vehicles set up in Hong Kong, in order to benefit from the region’s legal protections. But China’s new foreign investment law (which will take effect on January 1, 2020) and other recent policy changes mean that such investment will soon be able to bypass Hong Kong. And although Hong Kong remains the largest offshore clearing center for renminbi, that role could easily be filled by London or Singapore, if Chinese leaders so desired.
Wrecking Hong Kong’s economy by using military force to impose emergency rule would not be a good thing for China. But the negative effect on the mainland’s prosperity would not be strong enough to prevent Beijing from doing whatever it believes is necessary to maintain control over the territory.
CAN’T BUY ME LOVE?
As it waits out the current crisis, Beijing has already started tackling the economic problems that it believes are the source of much of the anger among Hong Kongers. Housing prices have tripled over the past decade; today, the median price of a house is more than 20 times the median gross annual household income. The median rent has increased by nearly 25 percent in the past six years. As many as 250,000 people are waiting for public housing. At the same time, income growth for many Hong Kong residents has fallen below the overall increase in cost of living.
eyes stock 2015 在 Mohd Asri Facebook 八卦
BULL RUN IS BACK AGAIN???? By Dr. Mohd Nazri Khan
[BEWARE TUN DAIM CASHING OUT & MAY JUMP BIG]
Get to know this guy. Tun Daim Zainudin. The most powerful in Corporate Malaysia during the last bull run. Former Finance Minister. Held the post twice, 1984–1991 and 1998–2001.
I tell you what. Bull run is back again. Something big happening over the last few weeks. Looks like Tun Daim is cashing out his global overseas assets. Yes right. Divestment. Lots of cash and may jump big into Bursa.
This scenario is just like American Treasury secretary who is suddenly USD1bil cash-rich and set to splurge on domestic investment opportunities
As most analyst know, Tun Daim major vehicle know is the giant USD1.32 bil London listed commercial bank, ICB Financial Group Holdings AG, which have banking subsidiaries in 14 countries across Europe, Africa and Asia. Following the recent delistings of ICB from the London Alternative Investment Market, Tun Daim looks busy selling his global banking interests and now is paring down its stakes in major subsidiary banks including Indonesia, Gambia, Ghana, Guinea and Sierra Leone.
In fact, most figures linked to Tun Daim, are also cashing out overseas business holdings and have kept a low profile in recent months.
Something brewing in the local market?
My humble take, it looks like the honourable Tun and his tycos are raising funds aggressively, sitting on cash and waiting for something big.
The following are my personal view and three speculative bets in order of viability :
(i) Imminent Umno leadership change (ii) Massive cabinet reshuffling (iii) Return of old guards under Najibonomics II
Lots to speculate. What certain is Tun and his team are most likely positioning themselves for a big return to Malaysia.
So what do we expect ? Bursa bull run & UMNO stocks rally should be on the cards few months from now.
Remember the old glorious Umno stocks rally. If Tun Mahathir UMNO stocks glories included Renong, Landmark, Proton, KUB and Idris Hydraulic, Tun Abdullah UMNO gems involved Equine Capital Berhad, ECM Libra Group, PECD Berhad and of course Scomi Group (though many got burned immediately after 2008 General Election, no offense). Of course, PM Najib stocks legacy will be sealed in CIMB (which goes up RM3 to RM9), UEMLand (rockets from RM0.50 to RM3.50) and the famous Sapura Kencana (jumps from RM2.00 to RM5.00).
I believe with Tun Daim & Co imminent comeback, UMNO fortunes may skyrocket again before the next super bull run 2015-2019.
The following are the Top 50 UMNO linked stocks which in my eyes are potential stock darlings for the next speculative UMNO-rally.
CIMB BHD
MRCB BHD
GAMUDA BHD
SAPURA KENCANA BHD
FELDA GROUP VENTURES BHD
UEM LAND SUNRISE BHD
PUNCAK BHD
MMC CORPORATION BHD
BOUSTEAD HOLDINGS BHD
SIME DARBY BHD
DRB-HICOM BHD
IJM BERHAD
GAS MALAYSIA BHD
TEBRAU TEGUH BHD
ECM LIBRA BHD
FABER GROUP BHD
TIMECOM BHD
KUB MALAYSIA BHD
LAND & GENERAL BHD
MEDIA PRIMA BHD
MTD CAPITAL ENGINEERING BHD
NEW STRAITS TIMES PRESS BHD
PHARMANIAGA BHD
SCOMI GROUP BHD
SCOMI ENERGY SERVICES BHD
SCOMI MARINE BHD
TRC SYNERGY BHD
TSR CAPITAL BHD
AHMAD ZAKI RESOURCES BHD
BRAHIM BHD
DAIMAN DEVELOPMENT BHD
UTUSAN MELAYU (M) BHD
TABUNG HAJI HEAVY ENGINEERING BHD
PADIBERAS BHD
MALAYSIAN AIRLINES BHD
PARAMON BHD
TROPICANA BHD (FORMERLY KNOWN DIJAYA BHD)
SYMPHONY LIFE BHD (FORMERLY BOLTON BHD)
ANCOM BHD
NYLEX BHD
HONG LEONG INDUSTRIES BHD
MUI BHD
HIAPTECK BHD
JOHAN BHD
GEORGE KENT BHD
ZELAN BHD
UPCOMING IPO :
1MDB BHD
NAZA TTDI BHD
ISKANDAR WATERFRONT BHD
RANHILL BHD
My Top Ten Picks :
PUNCAK BHD (Price RM3.39)
GAMUDA BHD (Price RM4.60)
BOUSTEAD BHD (Price RM5.44)
SAPURA KENCANA BHD (Price RM4.40)
FABER GROUP BHD (Price RM2.94)
LAND & GENERAL BHD (Price RM0.52)
SCOMI GROUP BHD (Price RM0.45)
SCOMI ENERGY SERVICES BHD (Price RM1.07)
BRAHIM BHD (Price RM2.34)
TABUNG HAJI HEAVY ENGINEERING BHD (Price RM1.01)
Buy. Hold one year. Welcome Tun & Welcome Bull Run.
P/S: 3 days to go!!! 27-28 Febuary 2014
Intensif Dunia Pelaburan Saham, Grand Paragon, Johor Bahru.
eyes stock 2015 在 Arisa Chow Facebook 八卦
Thank you for making VAX happen! :)
I don't usually write lengthy thank you posts on FB, but after three years, and finally a positive outcome, I think it's time I paid my dues. It's a very long list so here's my #VAX2017 appreciation post.
First of all, I'd like to thank the staff members of Shah Alam Convention Centre (SACC) Official for the faith, kindness and generosity afforded to us. We hope to host a better con there next year. You guys need to get used to seeing make up kits in the men's toilets.
To YB Nik Nazmi Nik Ahmad and the many officers at the Selangor State Government who have continued to support us since 2015, thank you very much.
Many thanks also to OISHI Malaysia for thousands and thousands of cans of tea as well as Grab for the discount code to SACC. More drinks next year, please?
I'd like to thank inui tatsumi, Pierre Sugiura, Studio MAPPA and Studio TRIGGER and AiRI for gracing us with your presence. You made VAX2017 a very special occasion for all the fans who came to see you. I hope you had a great time in Malaysia and recommend all your friends to join us here!
Many love and thanks to Kazutaka Sato and IOEA for welcoming us in Tokyo and for connecting us with the many individuals and organizations in Japan. We will see you again very soon!
I'd like to thank our event partners AniManGaki, Kitamen, Gundam Toy Shop and 星空 Ent. for your support in putting this event together. Also to our friends at Macross Malaysia Synergy Lego Users Group and Hobby & Collectibles Community for bringing great exhibits to our show floor.
Special thanks to Shawn Ngu for bringing yet another foreign guest to run a cosplay workshop. Let's do a better one next year!
To all the colleges who helped us with the early bird sales, thank you so much. Special thanks to EMiNA – Society of Modern Visual Culture for being the ever reliable backbone and jack-of-all-trades. ACG events would never have come this far without your heritage and legacy.
To all the local studios who exhibited with us, I hope you had a great time exhibiting with us and we hope to host you again next year. To all vendors and doujin groups, I hope you are happy with the facilities we provided and that you made great sales. You play a huge part in ensuring medium-scale events like VAX are well populated with content and activity.
Special thanks to Tariq Mohd Noh for having me with you during TGS2016. You have no idea how much that trip added value to us. Join us in the hall next year, yea?
To all the panelists who presented in the room and on stage, thank you for enriching the weekend with your words and passion. You are the beating heart of VAX and it will not have been what it is without you. Special thanks to Amir Fujiwara and Yuan Wong and co. for being with us in both the room and stage.
For the HYDRAs, you are our pride and joy. I regret not being able to afford you the simple luxury of proper meals and accommodation at the event. In the future, we hope to able to give you better perks and benefits in return for your selfless commitment and outstanding service.
On to individuals:
To our emcees Syauqi Dante Jamil and Siraj Kumar thank you for gracing our stage for the past 3 years. I could not have asked for a better pair to hype up the focal point of every VAX. Thank you so much
To D-vj Paramont Sanjay, thank you for the awesome AV systems despite our very modest budget. There are very few people on earth that I know who is capable of doing what you do with all the financial restraints we have.
Thanks Mogi Yg Jahat for the super cool animated logo used on our stage and for the 2016 video montage used in our sponsorship pitch. I love you, bro
On to our the standing committee in the VAX Team, the real heroes here:
Major props to 宮崎 のどか our Stage Manager for handling all the scheduling and panels with finesse and patience. I know how hard it can be to run the stage, but it's the best seat in the house and I am very proud of you.
Zymz, thank you for not only handling the doujin registrations and deployment, but also for running the most efficient structure of filing and tracking all the registration, invoices and receipts. I'd tag your name, but it appears Zuckerberg doesn't like you on his website.
Austin Yap thank you for managing all our vendors. Most of them have come away from the event with very good sales and a good experience on the floor. You have grown a lot since you joined us last year.
Shiro Tan thank you for communicating with all the local studios. Our local heroes deserve more love from the audience. Let's bring in more of them next year!
Our resident techs Faizal Dar-Sandur and Raymond Choo, thank you for maintaining our website and more importantly, for creating and maintaining the first ever proprietary online ticketing system for ACG events in Malaysia. I'm extremely proud of your work.
Faris Danial and Loke Chun Kit our resident saltbucket and memelord, thank you for managing the Special Interest Panels. The SIPs has always been my favourite component of VAX since Day 1, and I cannot thank you enough for making my little dream come to life.
桜井海斗, thank you for handling our workshops with Liberatus and Gundam Toy Shop. Also for being the point man in all our roadshows, ensuring that our little booth at every other event runs smoothly and that we always make some sale every time. Special thanks to Evangeline Young for being with us on the road, too. At this point, you're pretty much an honorary member of the VAX Team.
Sharil Abdul Rahman, one of my oldest and dearest friends, thank you for managing our social media presence and maintaining our relationships with the media at large. Your skill, fingertip knowledge and resourcefulness is matched only by the sheer size of your heart.
Tin Sen who first started out handling doujins, then went MIA for a while to focus on work and studies. Thank you for coming back to us as HR. Your work is essential to ensure that each department operates at their best.
To 椿崙, our resident designer who flew all the way from Hokkaido just to attend and help out at VAX over the weekend. Thank you for creating all the graphics used in our socmed postings. You're our little wireless mouse clicking so far away from home.
Elyn Chai thank you for all communications you've sent out with 3rd parties in our desperate search for partners and sponsors. Also, good job running the VAX shop with Faizal. I think I can safely leave it in your hands again.
To Chris Lee who joined the team this year, thank you not only for affording us the space to keep our stock and host our meetings, but also for your creativity, wisdom and business experience. Your shop is almost the unofficial VAX HQ. We've got a lot to talk about for the future.
Mohd Amirul B Hisham our resident FB manager, thank you for ensuring that the VAX page is constantly alive with trailers and news. Without your work, we'd be digitally absent from the eyes of the community for the rest of the year.
Wan Azlan Shah our resident head of security, thank you for recruiting our HYDRAs and ensuring that we encountered no security issues. We had a fun and safe con environment thanks to you.
Rachael Youdontknowme our head of guest liaisons and the GL team, thank you so much for taking care of our guests during their stay. I'm sorry for all the pain I've put you through. I owe you and the liaisons a little dinner and good chat.
Yap Wei Kit our head of ticketing, thank you for liaising with all colleges and making sure our over-the-counter sales run smoothly. Your work ensures that we have money to pay the bills. After all, we can't spell T-I-C-K-E-T-I-N-G without K-I-T
Our handymen Dinesh Roy and Justin Looi thank you for handling our logistics department and making sure we have our hardware and furnitures in check. Next time we start early and watch out for that 2-meter gap, yea?
Thanks also to Ian Johari for handling our portfolio review sessions. I think this year is probably our most successful edition to date, considering how the guests have told me what a great time they had reviewing the works of local talents.
Exo Des has been with us since day 1, phasing in and out of existence but always reliable and trustworthy. Despite his slacker reputation, Exo always comes through when we needed him the most. Thanks bro.
Kimberly Wong thank you for serving as our team secretary this year. It's been a challenging one so far, but you have also been a dear friend and confidant to me. Thank you, sweetheart.
Tian-I Goh who literally joined the team only weeks before event, swooped in and helped us score an exhibitor and a sponsor! We've got our work cut out for 2018 and this roller-coaster shitshow is just getting started :D
And saving the best men for last:
Shout out to Shaun Lopez, my cherished and beloved chocolate brother whom I have known the longest in this committee. He is also the one who got us started on this crazy journey back in 2013. Without your commitment, work ethic, love and undying support, we wouldn't have come this far.
And finally, Christopher Low, my brother who has been by my side since the glory days of EMiNA Cyber. He has been an endless source of ideas, creativity and motivation, and easily one whom I cannot do VAX without.
Thank you, each and everyone one of you. Please have all my love, and for all the fans who came all the way to Shah Alam, I look forward to another great year ahead.
See you at VAX2018!