Saturday, November 7, 2020

Corona Daily 274: Shylock Demands His Pound of Flesh


In August, the Chinese Premier Li Keqiang met with officials from Thailand, Laos, Vietnam and Cambodia and offered them Chinese vaccines.

Cambodia’s PM Hun Sen said his country highly appreciates the efforts of their friend China. Earlier the Philippines President Duterte had beseeched China for vaccines. China’s foreign ministry had confirmed it would give Philippines priority access. Latin American and Caribbean nations will get $1 billion in loans for coronavirus medicines. Sinovac Biotech, a Beijing vaccine maker, is running a vaccine trial on 4200 health workers in Dhaka. The Chinese company will provide 110,000 free vaccine doses to Bangladesh. Pakistan will not touch any vaccine other than a Chinese vaccine.

“There will certainly be no strings attached.” Said Ruan Zongze, VP of the China Institute of International studies. “It is for a global public good.”

On hearing that, an academic from Indonesia said: “Should we be suspicious or grateful? Probably both.”

*****

Moneylenders. Pawnbrokers. Usurers. Loan Sharks.  

We know the character of Shylock who lends money to Antonio. They agree to keep Antonio’s pound of flesh as security. When Antonio is bankrupt and unable to return the loan, Shylock demands his pound of flesh, as agreed.

*****

China has been lending big money to Sri Lanka. During the 2015 Sri Lanka elections, China financed Mahinda Rajapaksa’s election campaign through a Chinese port construction company. The secret payments were confirmed by documents and checks in a government investigation. Over the years, Sri Lankan debt grew beyond what Sri Lanka could repay. The China Development Bank, generously, widened a credit line by $700 million, lowered the interest rate, and delayed the payment timeline by two years. Anyway, a loan is usually given against a collateral.

In 2017, Sri Lanka couldn’t bear the pressure any more. After months of negotiations, the Sri Lankan government officially handed over the strategic port of Hambantota and 15,000 acres of land around it to China on a 99-year lease.

Tajikistan owed China $2.9 billion. It handed over 1158 sq km territory to China to reduce the debt to $1.2 billion. Other nations in a similar debt trap are Pakistan, Madagascar, Mongolia, Maldives, Kyrgyzstan, Montenegro, Iraq, Ethiopia and Laos.

Modern Shylock manages to get his pound of flesh.

*****

China’s role in international trade is well known. It is difficult to find a house without a single ‘made in China’ product. What is less known is China’s role in global finance.

The Paris Club is a group of creditors which coordinates their activities in relation to debtor countries. China is not part of it. It has no disclosure requirements. It can lend to countries with nobody except the borrower knowing the terms and conditions of lending. That gives rise to many hidden debts. The Chinese state is the sole lending body. It is not governed by any market forces. At least 50% of China’s lending to developing countries is not reported to IMF or the World Bank. Between 2000 and 2017, China’s total lending to foreign countries rose from less than $500 billion to more than $5 trillion, or from 1% to 6% of the global GDP. That makes Beijing a bigger lender than either IMF or the World Bank. China’s lending involves higher interest rates and shorter maturities, forcing the debtors to get the loans refinanced often.

Djibouti’s debts to China are now higher than 80% of its annual economic output, Ethiopia’s is 20% and Kyrgyzstan’s 40%. All these countries will administer the Chinese vaccines to their populations, irrespective of their effectiveness.

*****

Imperialists can subjugate nations through guns or lending. China is very successful with the latter. More on that tomorrow.

Ravi 

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