Sharif puts Pakistan army's India policy on back foot

Subject Civilian-military relationship. Significance In an apparently unprecedented and coordinated governmental move, Prime Minister Nawaz Sharif in parliament reportedly warned the military of growing international isolation faced by Pakistan due to its failure to suppress cross-border militant groups operating out of Pakistan. That the serious concern was shared publicly at a time when India-Pakistan tensions are rising is unusually bold for Pakistan's politicians. Such warnings have been given previously, reportedly by former President Asif Ali Zardari's government (2008-13), but always in private. Impacts Kashmir's 'jihadi infrastructure' will not be dismantled any time soon. Beijing and Washington are united in pressuring Pakistan's military to avoid escalation with India. Pakistan military's Afghan policy is unlikely to be amended.

Significance The deployment of the UK troops comes at a time when jihadists attacks are intensifying across the Sahel amid an escalating internecine conflict between the al-Qaida-affiliated Group for Supporting Islam and Muslims (JNIM) and the Islamic State in the Greater Sahara (ISGS). Impacts Mali’s coup is likely to distract the military leadership away from its core mandate to improve national security. The G5 Sahel Joint Force may continue to struggle to curb jihadist cross-border operations. The deployment of UK troops underscores the still strong commitment of Western governments to improving the security situation in the Sahel.


Subject Pre-election politics in Uganda. Significance The long-expected announcement on June 15 by sacked Prime Minister Amama Mbabazi that he will run for president will bring bitter tensions between him and President Yoweri Museveni out into the open. It is highly unlikely to threaten the latter's 30-year rule but may provoke internal disruption within the ruling party as Museveni makes an example of internal dissent. Impacts Loyalty among the military and police forces will remain central to Museveni's power. Museveni effectively distances himself from graft scandals, while Mbabazi's reputation remains tarnished by several high-profile cases. Oil firms could see some benefits, if Museveni decides to assure them of his solid hold on power. The government was already likely to unleash inflation-inducing spending during the election, but Mbabazi's campaign increases this risk.


Subject Outlook for the post-transition political system. Significance The August 7 constitutional referendum will be conducted under tightened controls on political organisation, making a 'yes' vote more likely. Although the Democratic Party criticises the draft for its attempt to return Thailand to a semi-authoritarian state, efforts by deposed former Prime Minister Thaksin Shinawatra's 'red-shirt' supporters to organise protests offer the only real opposition to the junta's plan. This struggle foreshadows the political system that is likely to emerge after the next parliamentary elections. Impacts Regulatory risk to investors post-transition would be limited: the military, the Democrats and the PTP are pro-business. China will not alter the status quo in its Thai relations, but will need to invest in building ties with the next monarch. Washington will tolerate most eventualities, except a violent crackdown against the military's opponents.


Significance The Pakistan Muslim League-Nawaz (PML-N)’s five-year term ended on May 31. PML-N President Shehbaz Sharif faces a tough fight to become prime minister, with the main challenge set to come from Imran Khan’s Pakistan Tehreek-e-Insaf (PTI) and further opposition provided by Bilawal Bhutto Zardari’s Pakistan Peoples Party (PPP). Impacts With Khan as prime minister, the military would likely have free rein to pursue an anti-India foreign policy. Khan would step up his criticisms of the war in Afghanistan and likely have a difficult relationship with US President Donald Trump. Pakistan under any government will pursue balanced diplomacy in the Middle East, seeking good ties with both Saudi Arabia and Iran.


Significance Following the victory of his Pakistan Tehreek-e-Insaf (PTI) in elections late last month, he expressed a wish to improve relations with Pakistan's neighbour and traditional enemy India, especially on the disputed Kashmir valley. Indian Prime Minister Narendra Modi, whose Hindu nationalist Bharatiya Janata Party (BJP) will seek to retain power in elections early next year, congratulated Khan on his poll win. Impacts Pakistan’s military may try to influence the Afghan parliamentary election in October. The security of Indian-administered Kashmir will deteriorate. India will lobby the United States to exert further political and economic pressure on Pakistan over cross-border militancy.


Subject Canadian provincial and federal politicial dynamics. Significance As Ontario Premier Doug Ford’s term gets underway, Quebec is beginning its election campaign, running to October 1; the centre-right Coalition Avenir Quebec (CAQ) will likely perform well. Prime Minister Justin Trudeau faces a fractious final year, as relations worsen between the Liberal federal government and various new right-wing provincial governments. Leading issues are migration, carbon taxes, cross-border trade and right-wing provincial governments’ socially conservative and fiscally austere agendas. Impacts Failed NAFTA renegotiations would hurt Trudeau’s administration before 2019 and necessitate further post-2019 negotiations. Right-wing provincial premiers will still cooperate with Trudeau to mitigate the effect of US trade tariffs on Canada. Currently, Trudeau and the Liberals are likely to win in 2019, but opposition parties will gain votes.


Significance The next election will be the first since the military, led by then general, now Prime Minister Prayuth Chan-ocha, deposed Yingluck Shinawatra’s administration in May 2014. Impacts The prime minister’s Washington visit later this month will be portrayed as a pre-election display of foreign policy strength. The government will increase public investment for the remainder of this year, at least. This, it hopes, will maintain economic momentum, and strengthen the junta’s popular appeal. The post-election possibility of fresh political interventions by the military will concern investors.


Significance The military leadership has seized control of the political process, but has shown little interest in assuming formal power, often demonstrating sympathies with protesters while preserving the constitutional order. Impacts The prime minister and interim president may be pushed to quit as a concession. Elections planned for July 4 may be postponed if unrest grows. The economy may suffer as tourism will decline and foreign investors will hesitate to become involved in an uncertain energy sector.


Subject Thai government's clampdown on the opposition and struggle with various crises. Significance The Constitutional Court last week dissolved the opposition Future Forward Party for receiving an illegal loan from its leader, Thanathorn Juangroongruangkit. Future Forward had in recent months emerged as a vigorous opponent of the military-backed government. Army Chief Apirat Kongsompong and Prime Minister Prayut Chan-o-cha may be relieved to be rid of the party, but there is unlikely to be any let-up in opposition pressure as the administration grapples with crises relating to military corruption, water shortage and infectious disease. Impacts The military will try to help the government manage an approaching drought and the spread of the Wuhan coronavirus. The central bank will step up currency management to keep Thai exports as competitive as possible amid the economic downturn. Erstwhile Future Forward MPs may form a new opposition party.


Subject The Pakistan military's influence on domestic politics. Significance Parliament last month passed legislation extending the tenure of the current chief of army staff, General Qamar Javed Bajwa, for another three years. This followed a November ruling by the Supreme Court striking down an extension granted by Prime Minister Imran Khan's government. While Pakistan struggles to ease its economic woes and secure diplomatic support for its position on Kashmir, over which it disputes sovereignty with India, the politically powerful military is orchestrating efforts to mediate peace in Afghanistan and consolidate relations with key partners. Impacts The military will ensure that Khan remains in power, as it regards him as a suitably acquiescent prime minister. Most political parties will toe the military's line. Bajwa's likely successor as army chief, Faiz Hameed, may lack the charisma to command the same loyalty from senior officers.


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