For my 2011 East Asia predictions (predictions 1-3), try here.
Last year, I put up 2010 predictions for Asia and Korea. Last week, I evaluated those predictions. This week come my 2011 predictions. It’s a fun exercise, if only to see how bad you blow it 12 months from now…
4. The Middle East peace process will go nowhere.
Why: Ok, this is not a particularly challenging prediction. Yet, we can always hope, but my guess is our hopes will once again be dashed. There are no elections coming up which might open possible policy shifts, and none of the big players seem to be rethinking much. Indeed, everyone seems fairly comfortable with the status quo, the current mix of intransigence and inaction. Particularly the Israelis seem to be fairly comfortable with the drifting-toward-apartheid status quo. And Obama, like so many POTUS before him, seems burned out with trying to resolve this tangle. So I don’t see anything suggesting real movement by anybody. Indeed, I increasing think that the two-state solution is pretty much gone; as Pillar says, wth are the Israelis thinking? So the status quo is pretty much the future: stasis.
5. India will back off on Afghanistan to give some room for US success and less Pakistani paranoia.
Why: This prediction is a little gutsier. If India continues to intervene in Afghanistan to encircle Pakistan, then Pakistan will never properly democratize, nation-build itself, or repress its Islamist-Taliban buddies, because they will remain a tool to use against India and to control Afghanistan after we leave. My sense is that there is growing recognition of this ‘AfPak’ logic. Increasingly it is clear that the Afghan war is irresolvable without some kind of Indo-Pakistan rapprochement. That is not likely and not my prediction, but I do increasingly see the Indians talking as if they are already a great power. If so, then Pakistan isn’t that important anymore. If India is just a regional power, then Pakistan is big trouble. But if India is a great power, then Pakistan is just a sideshow. So if India is growing up as a great power – they got Obama to support a UNSC seat for them last year – then Pakistan is the past. Far more important for India is the relationship with China and America, and Indian moves to encircle Pakistan in Afghanistan ultimately harm the US and aid China (by pushing Pakistan toward China) – exactly the opposite of its preferred outcome if it is a global power. Yes, India wants to reduce and humiliate Pakistan as it has Bangladesh, but I reckon the Indians increasingly see the costs of such pointless ideological satisfactions. India cannot retake Pakistan. Even without Pakistan’s nukes in the way, an Indian reabsorption would be colossal expensive and permanently delegitimize it as a great power. In short, global India has increasingly little to gain by provoking regional Pakistan. Even Kashmir isn’t really worth it: poverty, mountains, and fanatics – why bother? India has already won the Indo-Pak competition, as just about everyone knows. Pakistan is a paranoid faux-democracy riven by militarism, religious fanaticism, and terrorism. India is none of those things, so it can just savor Pakistan’s implosion and move on. Pakistan to India today is less like East Germany to West Germany, and more like Mexico to the US.
6. Russia will stay a Corrupt Mess, and Putin will genuinely reemerge.
Why: For several years now we have all been hoping that Putin might actually recede from the spotlight, that Medvedev might actually become a meaningful figure, that law might slowly push back corruption there, etc. All this was captured by the Obama administration expression ‘the reset.’ By 2011, it is time to admit this is over. The signal moment for me last year was the open farce of the Khodorkovsky trial – rather than the various gas tricks with Eastern Europe, stomping on local NGOs, or journalist murders (awful as all that is) – because ending ‘legal nihilism’ (ie, corruption) was Medvedev’s signal political promise. Well here was the big chance to show that with just a bit of movement on the biggest court case in Russia in a decade, one the world was watching. A little restraint might have convinced people that Medvedev wasn’t wholly a marionette of the old man. Instead, as Ioffe notes, Putin didn’t even both trying to cover up the sham. If I were an investor, I’d dump my rubles today. Putin just gave Wall Street (and the West) the finger. So I predict in 2011, that it will become widely acknowledged that Putin is still the chief, that he will be yet more public in preparation for reassuming the Russian presidency in 2012, that Russo-US cooperation will therefore slide, and that Russia’s political economy will stay a black market nightmare. To be sure, these aren’t exactly gutsy predictions, but it does seem to me that 2010 was an important year regarding the direction of the Putin-Medvedev tag-team, and the year’s events clearly downgraded the latter for all the world to see. We now know that Medvedev is a joke. So in 2011, given the looming presidential election and Putin’s consequent need to reassert himself for it, Medvedev will fade to black.