Courcy's Intelligence Brief - 18 July 2012

Items

  • China to US: "Meddle in Asia, expect trouble in the Mideast"

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    There are two aspects of China’s East Asia policy – both on display during the past week – that need emphasizing.  The first is its complete disregard for the interests of its smaller neighbours; the second is its belief that it can see off the challenge from America.

    China’s almost total disdain for its neighbours, or (put another way) its total belief in the rectitude of its own cause, has been a point we have been emphasizing for months, and this disdain has been on full display during the past week.  China’s view of the territorial disputes with Japan in the East China Sea and Vietnam and the Philippines in the South China Sea is, in the words of the state-owned Global Times, that “neighbouring countries are attempting to bully China, either individually or through alliances”.

    According to the Global Times: “China’s friendly stance was clear when it proposed to put aside the disputes last century.  But Hanoi and Manila have pressed China into taking firm measures.  They brought disgrace to themselves.”  As for Japan, the paper pronounced: “Chinese society is unanimous in not compromising with Japan.”  More threateningly, it added: “A few Japanese politicians think they can profit politically through challenging China.  Eventually they will understand it is a bitter deal.”

    According to the Communist Party’s newspaper Renmin Ribao, much of the blame for the intransigence of China’s neighbours should be attached to the United States, which it blamed in a 12 July commentary written by senior editor Huang Qing for “adding fuel to the flames of the South China Sea dispute”.  The paper was particularly incensed by the US State Department’s statement on 9 July that the US considered the disputed Senkaku Islands (called Diaoyu by China) to be within the orbit of the Japan-US Security Treaty.  It said “it is absolutely clear which way the spearhead is pointing in these remarks and moves”.

    The commentary also castigated Secretary of State Hillary Clinton for her comment that "the time is now ripe for discussing Asia-Pacific democracy".  It said that the US’s policy of “exporting democracy” had produced “only disasters” in Iraq and Afghanistan, and it claimed that even the Philippines, long an American colony and “soaked in American culture”, provided a poor example of economic and social development.

    Behind the belligerence seems to be a belief that the US’s announced pivot towards Asia will ultimately be unsuccessful and that China’s neighbours will have no option but to kowtow to Beijing.  This assessment is based on the fact that the US is an outsider to the region.  Renmin Ribao noted: “Geography is an unchangeable fact; the US move in coming from afar to stir things up in the Asia-Pacific region will be a very costly affair.”

    China’s confidence will have been boosted somewhat by the fact that it was able to impose sufficient pressure on Cambodia to ensure that, at last week’s summit, the Association of South East Asian Nations (Asean) failed to issue a joint communiqué for the first time in its 45 year history, thus preventing a critical declaration on the territorial disputes in the South China Sea between China and Asean members Vietnam and the Philippines.

    But that was a limited victory compared with the announcement on 12 July of the creation of a three-way security consultative body between South Korea, the United States, and Japan.  The symbolism of this new arrangement has been given added importance by the ongoing row in South Korea over a proposed intelligence-sharing pact with Japan, which we analysed in our 4 July issue.  As we said, that row was significant because it showed how, for the policymaking elite if not the South Korean public, fear of China trumps historical animosity towards Japan.

    The proposed bilateral pact remains in limbo because of public opposition to closer ties with Japan, but the direction in which Seoul is moving was clearly confirmed by the 12 July announcement of the new trilateral consultative body linking South Korea, the US, and Japan.

    The significance of the new organization cannot be disguised by its prosaic title of “Steering Group”.  On the contrary, South Korea’s news agency Yonhap was in no doubt that this was “laying the groundwork to build a trilateral alliance”.  This is the first time that the three countries have formed such a trilateral consultative body, and South Korea’s Foreign Minister Kim Sung-hwan made clear that it was aimed not just at dealing with the threat from North Korea when he said it was being formed “to cope with changing situations not only on the Korean Peninsula, but also the entire Asia-Pacific Region”, by which he certainly meant China.

    Where China appears to be on stronger ground is on another point stressed by Renmin Ribao, namely that the United States will ultimately fail in its Asia-Pacific policy because it will “in the end have too many [other] things to take care of” – particularly in the Middle East.

    In our view, the public airing of this latter point by Renmin Ribao is of huge significance and confirms something we have been emphasizing for some time, namely the fact that China has no interest in aiding the Washington’s announced pivot towards the Asia-Pacific by making life easier for the US in the Middle East, particularly over such matters as Syria and Iran.

    Indeed, the Renmin Ribao commentary came as close as it reasonably could to issuing just such a threat.  The paper commented that “some people” felt that the US was being unwise in concentrating on the Asia-Pacific while it still had so many problems to deal with in the Middle East, and it said that “some voices hold the view” that the US “will in the end have too many things to take care of”.

    What the commentary didn’t quite say, but which can be implied nonetheless, is that unless the US modifies its policies in the Asia-Pacific, then Beijing will be quite happy to ensure that the US does, indeed, have “too many things to take care of”.  In other words, don’t expect any help in defusing the crises with Syria and Iran.  JdeC.

    NOTE on North Korea:  A month ago, in our 20 June issue, we suggested that “something may be afoot in North Korea”.  The events of the past week confirm that this is indeed the case, and behind this are the signs we reported last week that China may be pushing North Korea towards reform.  It would appear that North Korea is the one area where China is being helpful to the US because it knows that a recalcitrant North Korea is being used by South Korea, Japan, and the US to justify their strengthening alliance (see above).

    Our assessment last week that China may be pushing Pyongyang towards reform was subsequently reinforced by reports that when the foreign ministers of China and North Korea met on the sidelines of the Asean Regional Forum (ARF) in Phnom Penh on 11 July, China’s Foreign Minister Yang Jiechi told North Korea’s Foreign Minister Pak Ui Chun that Pyongyang must refrain from further provocations.  The carrot of a visit to Beijing by North Korea’s new leader Kim Jong-un was also offered.

    Whether initiated by China’s promptings or not, as we reported in our 20 July issue, there have also been signs of tension between hawks and doves in Pyongyang, with the military apparently determined to protect its position in the state by keeping up tensions with South Korea while the foreign ministry appeared to be following a more conciliatory line.

    There have also been indications that Pyongyang may be worried that South Korea is improving its own relations with regional countries that have traditionally been relatively supportive of North Korea, such as Indonesia, Cambodia, and Burma.

    Another indicator of change was the 8 July report that Kim Jong-un had called on North Korea to catch up with “global trends”.  According to South Korean sources, Kim had made an internal announcement of new economic reforms.  Now, this week, there has been the sudden announcement that North Korea’s chief of the general staff, Ri Yong-ho, has been relieved of his posts due to illness, and the almost simultaneous promotion of an army general in charge of border defence, Hyon Yong-chol, to vice-marshal of the Korean’s People’s Army.

    South Korean intelligence sources, confirming our own earlier intelligence that an internal struggle for power is under way, say that Kim Jong-un is attempting to put his own stamp on the military.

    At the moment, we will go no further than emphasizing two truths.  The first is that whatever is happening in Pyongyang, the threat to its neighbours remains minimal.  It is really interested only in regime survival, and past provocative posturing has only been intended to further this goal, not to precipitate conflict.  The second truth is, of course, Alexis de Tocqueville’s timeless observation (made in 1856) that “experience teaches that the most critical moment for bad governments is the one which witnesses their first steps toward reform”.

  • Hamas seeking to capitalize on Muslim Brotherhood advances

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    The congress held last week, from 12-14 July, by Tunisia’s new ruling party, the Islamist Ennhada Movement, deserved more attention than it received, not least because of the comments made to the congress by the head of the Palestinian Hamas movement’s political bureau, Khaled Meshal.

    During his visit to Tunisia, Meshal called for an Arab-Islamic programme for liberating Palestine.  He said: “We must engineer a new Arab-Islamic strategy to liberate Palestine and we must, once and for all, turn the page on negotiations and concessions.”

    Meshal added: “Resistance will continue to be out strategic path.  This is what forces enemies out.  We have not taken Gaza without force.  Southern Lebanon was not liberated without force.   Egypt too recovered the Sinai not through negotiations but after the 1973 war...Force is what grants you respect.”

    Meshal’s view is that the post-Arab Spring rise of the Muslim Brotherhood provides the Palestinians with an unprecedented opportunity.  The Muslim Brotherhood now holds power in Morocco, Tunisia, and Egypt, and it participates in government in Algeria, Sudan, Somalia, and Iraq, as well as providing the major opposition parties in Jordan, Syria, Kuwait, and Yemen.  In Libya, the MB-affiliated Justice and Construction Party won a disappointing 17 of the 80 seats reserved for political parties but it is thought to have the allegiance of a significant proportion of the 120 seats reserved for independent members.

    Meanwhile, during a visit to Cairo on 13 July, the head of the Hamas government in the Gaza Strip, Ismail Haniyeh, said that he was confident that Egypt’s new Muslim Brotherhood president, Muhammad Mursi, would shield Gaza from an Israeli attack and fully open the border with Egypt.  Speaking at a mosque in Cairo, Haniyeh said: “We are confident that Egypt, the revolution led by Mursi, will never provide cover for any new aggression or war on Gaza.  We are [also] confident that Egypt, the revolution led by Mursi, will not take any part in blocking Gaza.”

  • Egyptian opposition to rapprochement with Saudi Arabia

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    Last week, Egypt’s new Muslim Brotherhood president, Muhammad Mursi, visited Saudi Arabia seeking a rapprochement under the combination of economic and US pressure.  Welcomed in the West, the signs of Mursi’s willingness to court Saudi Arabia were less well received in Egypt.  Saudi Arabia has been hostile to the Muslim Brotherhood (MB), concerned about the contagious effects of the Arab Spring, and suspicious of hints at better relations between an MB-ruled Egypt and Iran.

    Mohammad Baraka, writing in the 13 July Egyptian daily al-Yawm as-Sabi, claimed to see insults and humiliation in the coverage of Mursi’s visit provided by Al-Sharq al-Awsat, a Saudi-owned newspaper.  He was particularly incensed by an old photograph of the founder of the MB, Hassan al-Banna, bowing and kissing the hand of Saudi King Abdelaziz Al Saud in 1936.  The publication of the photograph was seen as a deliberate insult to Mursi.

    Moderate Egyptian Islamist Fahmi Houeidi, writing in the Qatari daily Asharq, argued that Mursi’s visit was humiliating given the general antipathy in the Gulf to the Muslim Brotherhood and particularly after the comments by Dubai Police Commander Dahi Khalfan that the Egyptian president “will come to the Gulf on his knees” because of Egypt’s economic weakness.

    He went further still in the Cairo daily Ashuruq, expressing particular alarm at a reported statement by Mursi that “Egypt and Saudi Arabia are the protectors of moderate Islam”.  Houeidi reminded his readers that the Egyptian Muslim Brotherhood is not hostile to Shia Islam and argued that Egypt must not be drawn into forming a “counter-coalition” to the perceived threat of an Iranian-led Shia crescent.

    Referring to al-Azhar, the leading Egyptian Sunni centre of Islamic learning, Houedi warned: “Dr Mursi’s statements describing Egypt as a protector of moderate Sunni Islam to the exclusion of other schools amounts to a violation of al-Azhar’s traditional position and squanders that institution’s rich history in this regard...What the president has said is a step backward and not forward.”

    As for the question of Iran, Houeidi said: “Political relations between Cairo and Tehran...remain hostage to the views of the old regime that managed these relations from the perspective of US interests.  And that requires these relations to change after revolutionary Egypt has tried to liberate Egypt’s will from any traces of US and Israeli hegemony.”  He added: “Shiite Iran is the major backer of Sunni Hamas, which is only described as extremist in the Israeli and American media.  This is just one item of evidence against using confessional considerations in political discourse.”

  • Risk pointers

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    *** Russian opposition still struggling to make ground.  In our 4 July issue we looked at how the Russian anti-corruption campaigner and opposition activist Aleksey Navalnyy has been moving decisively ahead of his rivals in terms of his popularity amongst protesters.  His wider popularity, however, is less certain, reinforcing our view that the opposition movement is making little progress, although there remains the danger that President Vladimir Putin’s hard-line approach to the opposition could backfire and lead to a radicalization of the protest movement.

    Navalnyy’s positive rating among protesters has grown threefold in the last four months and now stands at 46%, considerably ahead of Left Front coordinator Sergey Udaltsov on 26%.  With the next-placed person on just 10%, these figures support the view that Navalnyy has become the indisputable leader of the protest movement.  But Navalnyy’s position with the wider general public is nothing like so positive.  It is true that he has come a long way, but he is failing to consolidate general support.

    Research carried out in April 2011 showed that as little as 6% of the general public had even heard of him.  His profile was then transformed by the mass protests that followed Russia’s disputed parliamentary elections last December.  As a consequence of this, a Levada Centre poll carried out in March 2012 showed that 25% of respondents knew who Navalnyy was, a rise of 19 percentage points from the April 2011 poll.

    However, the state-controlled TV coverage that has been instrumental in this rise in recognition has been almost totally negative.  The three main state-controlled TV channels - Rossiya 1, Channel One, and NTV - enjoy a combined audience share of around 50%, and Navalnyy appeared in 162 state TV news reports between 6 March and 15 July.  Recently the state TV reports have focused on allegations of financial impropriety following the publication of hacked emails between Navalnyy and the governor of Kirov Region, Nikita Belykh.  As a consequence, although Navalnyy’s recognition by the general public is significantly up, only 19% of the 25% who say they recognize him say they would support him in a presidential election.

    *** Turkey rules out talks with PKK.  On 13 July, Turkey’s Prime Minister Recep Tayyip Erdogan ruled out any hope of talks with the Kurdistan Workers’ Party (PKK) guerrilla group.  He said: “Government negotiation with the separatist terror organization is out of the question.  Only fighting against the separatist terror organization is in question.  This fighting will continue until the moment the [PKK] lays down its arms.”

    There were talks between the PKK and the National Intelligence Organization between 2009-2011, but the talks broke down after a PKK attack in July 2011 killed 13 soldiers in the south-eastern province of Diyarbakir.