Go with a smile!

Friday, February 13, 2026

Arsenal's Narrowing Lead

I'm always rooting for Arsenal to win the English Premier League again. They won in 1998, 2002 and 2004. The first 2 of these wins were very closely fought. In 97-98, the title fight went to the last day. And also in 98-99. Man U and Arsenal won one each. In 01-02, Arsenal had to play catch up to win the league, and win several matches in a row. The next year, they surrendered the league title to Man U. Only in their invincibles season did they win the title convincingly. 

I wasn't following football back in 88-89, but Arsenal won the title on the last day, albeit against a Liverpool side that had been emotionally shattered by the events of Hillsborough the previous month. That was certainly an example of a narrow title win. And we didn't know it then, but the 1991 title win was the first year in Liverpool's long league title drought, that would span 29 years. 

As important as the titles that Arsenal won, were the titles that Arsenal didn't win, that they lost narrowly. In 98-99, to Man U. In 02-03, the title that would have achieved a three-peat for Arsenal's greatest team. 

The last 3 seasons, from 22-25, Arsenal had lost the title. They were 2nd in all 3 seasons. The first season, they had built up a commanding lead, but they couldn't hold on to it because they were not sufficiently prepared to go out and win the title vs Man City. The next season was the same story. Then they had a drop off in 24-25 when they failed to win a title against Liverpool. 

For the second season in a row, Arsenal were the hot favourites to win the title. In the 24-25 season, they just couldn't compete, because they had an injury crisis. It was hoped that this year, they'd have new signings that would carry them through to the league title. However, some of their reinforcements have not turned out to be the winners they'd hoped for. Eberechi Eze and Victor Gyokeres have not made as much of an impact as might have been hoped. Kai Havertz and Ben White have not been as injury free as might have been hoped. 

The problem with Arsenal is that it's like the England national team. When they seem to be on the brink of victory, the anticipation reaches a fever pitch and it's too much of a distraction. There had been some talk a few weeks ago that Arsenal would simply ride to the title, when they were 7 points ahead at this stage. Since then, Man City turned a losing position against Liverpool into a victory, and Arsenal drew a game against Brentford. And this followed draws or losses against Man U and Nottingham Forest that should have been wins. It is a sinking, familiar feeling for Arsenal supporters who are used to seeing title challenges collapsing when they draw against mid-table sides a champion is expected to beat. 

It's still not a bad position to be in, when Arsenal are still involved in all 4 competitions at this late stage, and people always believe that Arsenal could win one or more trophies. But the problem is that Arsenal isn't quite as wily as Pep Guardiola. Mikel Arteta has a problem that's quite different from Arsene Wenger. Wenger leaves too much to chance. Arteta tries to control the uncontrollable, and he robs his teams of the freedom and spontaneity to find their way through some of the barriers when plan A doesn't work. There is too much dependence on set pieces and gamesmanship, and some of their attacks are too predictable to cause problems to the opposition. 

When I see Tim Sherwood being a pundit, that reminds me that he was in the Blackburn side which made 2 title challenges in the mid 90s and won 1 of them. At one point, they were 8 points ahead, then they almost lost the title to Man U, even though Man U were without Eric Cantona. You could say that being 7 points ahead at the start of the year is a very strong position, but now that has almost been cut to half to 4 points. Neither Man City nor Arsenal have the better run-in for the title, but if Arsenal doesn't solve whatever it is which is stopping them from running away with the title, they're going to find themselves second for the 4th time in a row. Previously it would feel a bit extreme to call them bottlers, but this time, it would be a lot more appropriate. 

I usually associate Arsenal winning the title with me making a breakthrough in life. Life hasn't been hard for me, but it isn't going forwards either. That's why I'm always hoping for Arsenal to win the title. And so far, they've had a pretty long drought, considering that there were title challenges a few times. 

I think that Blackburn's title run-in is one of the most interesting of the title challenges. It's when you have a team breathing down your neck, and somehow you hold your nerve and win it at the last. It was like that for Man City's 2012 win too, back when it wasn't managed by Guardiola, and title wins were a little shaky. I have a feeling that Arsenal aren't going to win the league by more than 5 points. They'll either have to go down to the wire, or give it up. 

And in one of those previous years, I was also trying for a league title of my own. It was an "A" levels year, and I remember feeling that it was never a guarantee that I would come out of it with straight "A"s. In real life, it also felt like winning a league title by a narrow margin, although I did end up with good results. 

So here's the thing: in spite of a lot of youtube video's I've watched that largely opined that Arsenal would take advantage of slumps in Man City and Liverpool to win this year's title, it's not ever a given. Guardiola wins a lot of titles because he always has a new trick up his sleeve. His understanding of football is so good that he'll be able to come up with something strategically creative. He's not a one dimensional tactician. Every time somebody has him worked out, he can come up with something different. He started with tiki taka, but he could also play a pressing game, and he even tinkered a bit with long ball tactics, which meant slaughtering the sacred cow in possession statistics. Arteta consistently finds it hard to get one over his former teacher. When you are up against Guardiola in the league, there's not ever such a thing as the title is in the bag, until you're mathematically certain of victory. Just ask Liverpool, who lost the title on the last day against them more than a few times. 


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Tuesday, February 03, 2026

Singapore's history of new world orders

 Singapore's history has been marked by larger geopolitical events. Transitions between eras.


Singapore's founding has been about Raffles having a turf war with the Dutch, trying to land grab parts of Indonesia while the Dutch were getting battered by Napoleon.


We've always felt the ripple effects of other large geopolitical events. China's century of humiliation was also about the growth of Singapore as a colony. China's loss was Singapore's gain.


It's strange to see that Singapore has its World War 1 monuments, because that was the one thing that never affected us.


For the first 120 years, it seemed that the British empire would last forever. But WW2 was obviously the big black swan event. Only 2 months separated Japan's attack on pearl Harbour from the fall of Singapore. And with the fall of Singapore, the only thing standing between Japan and the oil fields of Indonesia.


After WW2 was the second round of wars. The wars of independence. The Japanese occupation triggered Indonesia to rebel against the Dutch. Indonesia and Vietnam throwing off the Dutch and the French was pivotal. One by one, the dominos fell to end the European colonialisation. The Malayan Emergency was the last great triumph of the British empire, that enabled the British to leave Malaya on terms that were favourable to them. But that marked the end of colonialism and the beginning of the Cold War.


The other Cold War conflicts were brewing. The Korean war was brutal because the USA was appalled that they “allowed” the Communists to win in China. Malaya was a win for the West and the “free world”, but it triggered a reaction from the Indonesians, the Konfrontasi, when the British tried to join Singapore, East and West Malaysia in a union. Singapore split from Malaysia for reasons largely unrelated to the Konfrontasi,


As an aside, the Konfrontasi is a good illustration of why archipelago geopolitics is different. If we were not an archipelago, the Konfrontasi would have found its way to Singapore and we might have been dragged into a second conflict after the Japanese Occupation.


The backlash to the Konfrontasi was the CIA abetting Suharto to overthrow Sukarno in a brutal civil war that ended up with Suharto becoming the dictator of Indonesia. This began the era of the US backing brutal dictatorships all over Asia. Strongmen in the Philippines, Indonesia, Thailand (the King), military Juntas in Taiwan and South Korea. And in Singapore, the best bloody Englishman in Asia. The Vietnam War did not go well for the USA, but when it ended, it seems that that was the last hot conflict in Asia during the Cold war.


The 70s saw the rise of Japan and the 4 tigers: Singapore, Hong Kong, Taiwan and South Korea. Some of these countries were embattled, smaller and more developed parts of larger hinterlands which may not be friendly. Hong Kong and Taiwan had uneasy relations with the mainland. South Korea was still at war with the North. And Singapore's position as a sovereign nation is never secure. There is an echo of this in Poland becoming the tiger of Central Europe decades later.


The 1980s saw the political liberalisation after the economic development. Philippines, South Korea and Taiwan transition from dictatorship to democracy. The cold war mentality was fading away. The paranoia in Singapore was easing. The reform era in China was still very low key but it was definitely happening. Nixon “opening up” China had shades of Commodore Perry “opening up” Japan 100 years earlier.


The end of the Cold War was only slightly less tumultuous in East Asia as compared to Eastern Europe. The uprisings in Tiananmen were quashed. The uprisings in Eastern Europe led to the communist bloc being toppled. The 90s were an era of great trade liberalisation, globalisation, new markets, neo-liberalism. Vietnam had a more low key reform era. ASEAN used to only have the western aligned countries. Taking in Myanmar, Vietnam, Cambodia and Laos was a very big thing for ASEAN, and helped shape ASEAN's character. Unlike in Europe, we didn't lean on the new entrants to be more like the founding members. It was just a club where you were welcome to talk and trade, and what you did was largely your own business.


The Asian financial crisis marks the moment that our region joined the middle income trap. The first wave of rapid economic growth was over for many countries. Indonesia overthrew Suharto and went through a few tumultuous years when we worried that the years of living dangerously were coming back, but remarkably, Indonesia now has some kind of democracy.


The 00s were the “business as usual” years. China rising and biding its time, while benefitting from US security guarantees and an international trading system which had very favourable conditions for its economy to grow rapidly. It became a superpower in record time. US was busy squandering its hegemonic moment with a remarkable series of self destructive behaviours. Unnecessary wars in the Middle East, and allowing the Great Recession to happen.


The 10s were the rupture between the previously cordial relationship between US and China. US is beginning to realise that enabling the rise of China isn't good for them. In fact, it's realising that enabling everybody else's rise is not good for them. China installs Xi Jinping as the supreme leader, and he turns out to be a hawk on everybody. He enables wolf warrior politics, builds artifiial islands in the South China Sea, poisons the minds of its citizens with anti-Western propaganda.


Of the crazy things that have happened in the 20s, only COVID has affected Asia, and East Asia has weathered it better than most other Western countries. But it was a series of events where the West had abdicated its leadership. They had shining moments, like when they defeated the Japanese and graciously allowed them to survive and thrive. They were the architects of a good post war international system that allowed East Asia to grow through free trade, although free trade is something that's native to maritime Asia basically.


But the forever wars and the financial crises have tarnished the reputations of the West. The abdication of responsibility during COVID, the social unrest, the rise of right wing populism. And finally, the decay of the Western Alliance, which was strained when the USA and Europe had to join forces to deal with Russia and the Ukraine war.


The 3 great powers are declining. Russia is declining the most ignominously. It failed to make a suitable post communism transition, like China did. It didn't build institutions. Instead, it had a mafia state. A petrostate in a world where China was leading the green energy transition. The USA is quite possibly not having a great downfall, and no matter how MAGA messes up the USA, it might have the muscle memory to build back the institutions that made it great in the first place. But the USA is a country of lawyers facing China, a country of engineers, in this compelling new idea by Dan Wang. And it's startling to hear him criticise lawyers for obstructionism because it sounds like institutions are the problem rather than the rock upon which society is founded.


China is and always will be some kind of enigma. They always had to deal with the tightrope, ruling with an iron fist and getting its people alongside. But they have problems. They mismanaged the COVID lockdowns, are bad at diplomacy, have high youth unemployment, and are on the brink of a disastrous war against Taiwan. The USA also has a lot of problems.


The thing is, these countries always thought that they would be carving up the world between them. They thought that it was going to be like the ages of colonial power where only a handful of countries mattered. But we're no longer in a colonial world. It's become a very crowded world, and we might be headed towards a G minus 3 world, where the rest of us middle powers will have to figure out how to get by without the large behemoths.


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Saturday, November 29, 2025

Bad Transfer Windows and Liverpool

 

It's happening to Liverpool. I realise that a lot of their downfalls have to do with bad recruitment. Every time the Livepool football takes a turn for the worse, it's because of one or two infamously bad transfer windows.


During the Graeme Souness era, it was infamous for having a few transfers that didn't work. There were Dean Saunders, Nigel Clough, Julian Dicks, amongst others. This was one of the most significant declines in the fortunes of Liverpool Football club, because it caused Liverpool to fall behind Manchester United. It was only 20 years later, when Alex Ferguson's departure caused a similar decline in Man U, that Souness' taking Liverpool below Man U ceased to matter. There would be a thrilling challenge for the title, under Brendan Rodgers, and that was when Liverpool would overtake Man U again.


It's not a shame for Liverpool to be behind Chelsea and Man City when they were pulling in big bucks, but their real rivals should be Man U and Arsenal, because those are the clubs which are not being bankrolled by wealthy benefactors.


Another bad transfer window is one of the Gerard Houllier's last transfer windows. He had done great things with Liverpool Football club. He ended the Spice Boys era and turned Liverpool into a club where everybody defended well and played tough. He built the team with scrappy players who were tactical. Emile Heskey, Sami Hyypia, Gary McAllister, Jari Litmanen. He promoted young players like Michael Owen and Steven Gerrard to the first team. And for the spice boys who were still out and about, like Robbie Fowler, he showed them the door. He won 3 cups in the 2001 season, and then finished second in 2002. Liverpool were seemingly on the upward trend and could challenge for the title in a few years, seemingly.


But there was that transfer window right after 2002, where he brought in the 2 Senagalese players, Diouf and Diop, as well as Bruno Cheyrou. All 3 turned out to be flops, and Houllier soon had to resign, as much because of this downturn in form, as because of the health problems, revealed by his heart attack.


Liverpool was that classic Northern side, in a part of England which thrived during the industrial revolution, but experienced decline during the 70s. It was remarkable that during the 60s and 70s, Arsenal and Tottenham were not amongst the top sides in England. They won doubles in 1971 and 1961 respectively but were otherwise quite quiet. The league winners were the northern clubs. Burnley. Liverpool, Everton, Man United, Man City, Leeds, Derby, Nottingham Forest, Aston Villa. Not until the late 80s did Arsenal start making their presence felt. They didn't lean heavily on being richer than their rivals or having sugar daddies, especially in the 90s and 00s when their dominance of English football was essentially over. They had to do more with less, and a lot to do with making Anfield a ground which intimidated opponents in European football. And that would explain why, during their title droughts, they still managed to win the champions league twice, in 2005 and 2019.


Rafael Benitez may not be remembered well, but he managed to give them a champions league (albeit a lucky one), an FA cup, another march to the UCL final, and finally a tilt at the title in 2009, before that team was broken up.


After he left, the club was bought out by owners who turned out to be very unpopular. Hicks and Gillett were essentially asset strippers who gave Liverpool substandard players. Roy Hodgson is a very good coach for middle table sides, but Liverpool was too much for him. Then the FSG Boston group came in, and they appointed Kenny Dalglish, which I think was a PR move. They just wanted Liverpool supporters to know that the Dalglish era was well and truly over.


Dalglish did win 2 cups – he was after all, one of the best managers of the 80s and 90s. But his big mistake was to go in hard on British players. His transfer mistakes came from there: Andy Carroll, Stewart Downing, Charlie Adam and Jordan Henderson. In the coming years, Jordan Henderson would grow in stature and importance to become a crucial piece in Klopp's greatest team, but the other 3 would be seen as disappointments.


The 2014 title challenge for Liverpool was exciting. It had been 24 years since Liverpool last won the title. There was a challenge in 1997, when Liverpool was pushing Man U hard, only to collapse at the end and end up 4th. Then there was 2002, when Liverpool was on the ascendency, only to be derailed by one of the bad transfer windows I had mentioned earlier. Then there was 2009, and Benitez allowed a few crucial players to leave after that. Brendan Rodgers seemed to be a hot talent, who turned Swansea into a mid table side, but he undermined his popularity by talking too much managerial jargon. Still, it was great how he turned Luis Suarez into a world class player. People were looking forward to the new season, until, buoyed by his own hubris, he thought that he was going to be the one to turn Mario Balotelli into a great player. He also brought in Dejan Lovren, Divock Origi, Adam Lallana, Rickie Lambert. Emre Can and Alberto Moreno. They weren't terrible players, but they weren't going to win you the premier league title. Jurgen Klopp managed to cobble a team with those players to qualify for the champions league, but ultimately he had to replace all of them.


We don't have to repeat what a glorious period the Klopp era was. He built 2 great teams – the team from 2018-2020 which won the Champions League and the league. And after that team was dismantled, he left behind from Arne Slot a team which was capable of challenging for the title. He signed Alexis Mac Allister, Dominik Szoboszlai, Cody Gakpo and, Ryan Gravenberch. They helped to make Liverpool another tough side.


Arne Slot replaced Jurgen Klopp, and seemed to be good enough to win the league in his first season. And then he signed a whole clutch of players. He lost some players who were important to his title challenge: Diogo Jota died tragically. Trent Alexander Arnold left for Real Madrid. Luis Diaz left for Bayern. Darwin Nunez will probably not be missed, but who knows? And Mohamad Salah had been a great player for Liverpool right from the moment he arrived from Roma, but he probably has his best days behind him.


It's too early to label players as flops. Remember Jordan Henderson needed time to settle in. But a lot of big money was spent on Alexander Isak, Florian Wirtz, Jeremie Frimpong and Milos Kerkez. So far, the only player who seems to have done well is Hugo Ekiteke. This is a bad sign for Liverpool: are they going to recover and turn into a great side again, or did Arne Slot just dismantle all the good work that Jurgen Klopp has done for the Liverpool side?


So we had a few dodgy transfer windows, in the early 90s, in the wake of Houllier's triumphs, during Kenny Dalglish's second spell, after Brendan Rodger's title challenge of 2014, and now, after Arne Slot's title. It's remarkable how many times this has happened to Liverpool, and it goes to show you that that's a club where the transfer policy is very important. You could have a few great transfer decisions, and that will take the club forward. Gerard Houllier put a very good side together in a short time. Rafael Benitez brought in Javier Mascherano, Fernando Torres and Xabi Alonso to mount a title tilt. Brendan Rodgers had Luis Suarez (signed by Dalglish), Daniel Sturridge, Raheem Sterling and Philippe Coutinho to help him challenge for the title. Jurgen Klopp's success in building not one but two great teams makes him a legend at Liverpool.


But equally, a bad transfer window could set the club back. So while I hope that Liverpool manages to fix their problems (Man City seems to be a better team this year, but they still have some way to go to replace their best players) they will be a great side again some point in the future. But at least let Arsenal break their title drought first.


Pep Guardiola dominated the premier league for so long that it we forget that it took 2 years for him to make his mark. During his first season, in contrast to his successful years at Barcelona and Bayern Munich, it seemed harder to win the Premier League. Man City had already won 2 premier leagues during the Abu Dhabi era, but it seemed that they overpaid for their success. After their last gasp victory in 2012, out of the next 5 seasons, they only won one premier league. The league was dominated by Man City and Liverpool for so long that people forgot those years. 


During those years, the closest anybody had come to dominating the premier league was Chelsea. But it was an in-between era. Carlo Ancelotti had won in 2010, but after that he was sacked. Roberto Mancini won with Man City in 2012, but after that he was sacked. Manuel Pellegrini won in 2014, and after that he was sacked. Jose Mourinho, Claudio Ranieri and Antonio Conte won the next 3 premier leagues, and each of them were sacked. So some part of me wonders if Arne Slot is going to join that club of people who win a title but cannot establish a dynasty and get sacked thereafter. 

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Friday, November 14, 2025

Megacity - World of Strangers

There are two dichotomies that came oto my attention recently. People are classified according to whether they are settlers or nomads. Alternately, settlers are farmers and nomads are hunters.


One of the big things in human society is that most human beings now live in cities. So it might seem that people are more connected to each other. This picture is not consistent. In a city, people can be stangers to eacch other. The city is the classic example that youare not alone but you are lonely.


Robern Kaplan has written a lot of books lately largely from the point of view of a geographer. But his “area studies” approach is really interesting, because it forces you to consider the places in their totality. Not to see them through any one intellectual lengs.


Hel's written about the “waste land”, and it proably won't be one of his classics, but it maeks very interesting points about why things are going downhill. One of his mos interesteing points is that he seems to blame the very high rates of urbanisation for the breakdown in society.


In a small down, you're a a settler. Everybody knows everyo=body else. And there is as sense of amiliarity about the place. But cities are a different animal. It's a place where a lot of human driftwood comes together. People are ostensibly close toeach other, but it's such a large community that the vast majority of the people you interact withare strangers. Relationships are largely transactional. There is a sense of decay of community, of values, of shared experiences.


It is not impossible to find your own tribe and your own niche in a place like this, but that requires intellectual sophictiation to pull off.


The city does offer upsides for the nomad. You can meet noew and interesting people quite often. You can enjoy novel experiences. You can find fulfillment and excitement if you like these things. But the price that you pay is in the ties that bind people together. I don't know if the founders of the USA – who were quite liberal for their time – bargained for this. Maybe the closeness of people in a tightly knit community was something that fell on their blind spots.


This was the age of the Enlightenment, where people were discovering science for the first time. People were talking about things in an analytic way. They saw society and people as abstractions. Hobbes talked about “freedom” as though people were atoms in a scientific system. Talking about people in a scientific way made it possible for people to miss a few crucial aspects of the human condition, but still be utterly convinced that they're right. People are now jumping on the transsexual bandwagon, and while trans rights are important, they attach far too much importance to it. People don't understand how racism is a very natural condition of life, and even if they decry racism, they don't really talk about how to make a person less racist. It's easy to go after the big things like – you should not be lynching people, putting up burning crosses in your lawn. But the most insiduous parts of racism are the hardest to deal with. The redlining, the denying people of opportunities, the inability to form human connections with people who are different from you. It's the small things which are hardest to deal with.


This reminds me a little of how child sex offenders in prison are usually the ones who get beaten up worst. Their fellow prisoners are not moral people. They're just looking for an excuse to beat you up. So while there is some genuine desire to make the world a better place, some of it is just holier than thou-ness at its best and a desire to break some heads at its worst. I experienced some of this when I was younger. If you were the first people to understand that being gay wasn't a sin, it felt like you were in an exclusive, enlightened club, who “got it” before a lot of other people did.


There were a lot of times when I was a kid and I saw how crazy a lot of adults were. Then I found out that you just had to keep them happy and not prod them too much on you thought was the irrationality of their beliefs. There were people who were nice to you, but they had such horrible things to say about racial minorities and gay people. But you just kept quiet because you didn't want to start a big fight that you didn't have to. Today, everybody says out loud what they are thinking. Society has become much less peaceful because of that. There will always be people who either won't accept gay people or will take a long time to get around doing it. Realistically, there's nothing you can do but to wait for them to come around.


Maybe this is the world that we face today. A world full of strangers. It was a different world when I was younger. I hated the parochialism of what Singapore was like, how stifling and restrictive it was. I hated how people pretended to agree with a lot of things in order to avoid conflict. But now I grew up and I saw that it served a real purpose. People pretended that they were a lot more similar to each other than they really were. I got fed up with a lot of the bullshit and hypocrisy that took place when Singapore was more like a small town. Then Singapore became more like a big city, and there were more divisions in society. It may not have gotten better. People pretended to agree with each other. People avoided having real conversations with each other, and in the end, ended up not really connecting. They only had superficial conversations with each other which didn't add a lot to their understandings of each other. The illusion that Singapore was “one people, one nation, one Singapore” started to fray, because the social divisions and class differences were starting to come to the fore. You added to the mix the issue that Singapore doesn't have a deep indigenous identity, but rather reflects a lot of its own identity through foreign cultures. That Singapore has never not been insecure about its own identity, then that added another wrinkle to the problem.


An eye-watering number of people who lived in Singapore were not born here, and didn't go through school here. They lived some of their most productive years of their lives here, and then they went home. They made grand visions of what Singapore was going to be like, which didn't gel well with what the natives thought about that place.


It used to be that cities of different countries were all different from each other. However, there will be a sameness for cities which have a lot of immigrants. I thought of this as a good thing. There will be big Chinatowns in many major cities. Big Indian enclaves. Kebab shops. Korean supermarkets.


This is the meaning of globalisation. In the US, paradoxically, is where you have the greatest and the worst of the immigrant stories. On one hand, the USA becomes a tech superpower largely on the talents of the best immigrants. On the other hand, the backlash against the immigrants was very powerful. The sheer number of people who could become ICE agents. (Sometimes I wonder why nobody is compiling hitlists of ICE agents so that people could fuck them up once we throw Trump out of office. ) A big source of the unhappiness is that people didn't recognise the USA that they grew up in. Sometimes no amount of the fruits of immigrant's labours can compensate for that. Race relations in the cities are OK, generally. But then the cleavage will be at the rural-urban divide. The small towns, which are now populated by people left behind in the brain drain, will become parochial and increasingly backwards places to live. The romantic charm of the small town that you see in “Our Town” or the “Last Picture Show” is gone.


If the USA is the part of the world where the labour movements were historically violent affairs, it's just a continuation of tradition that the confrontation between the natives and the new arrivals would be more violent than in other countries.


Governance is another problem in immigrant societies. How are you going to police a bunch of transients? Transients are not going to care about this society except in matter which affect them. They're going to impose their own preferences and live their way of life. Which is fine until it affects your way of life. I was driving in a HDB carpark when a guy I knew to be a foreigner drove a car with his family down the wrong way just so that he could jump a queue. I didn't beat him up, but I kinda wanted to.


The other downside of the great cosmopolitan megacity is that every large enough city will now have slums, and they will often be ethnic enclaves. It's not just that people from the third world can escape the third world to try and belong in the new city. It's also that the ones who fall behind will create a small little third world in their corner of the city. And there will be associations between the migrants and that third world enclave, fairly or unfairly.


I remember going to the Little Saigons of southern California, immensely grateful that I had adequate access to good Asian cuisine even though I was in a foreign land. And yet I was a little appalled that they all looked like slums and holes in walls.


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Monday, September 08, 2025

New World Order of the Global South

The Global South vs the Washington Consensus

The relationship between the West and the Global South is a little like the relationship between family members of different generations. We always hope that the younger generations will follow in our footsteps, but we'll always be disappointed and surprised that they are not like us.


The West thought that Japan, South Korea and Taiwan would end up being miniature versions of the European countries, and in a way they did. But that was as far as it went. The global south will develop and mature, but they will do it their way. They won't do it the same way that the West did, although they will try to learn from the experience.


The Shining City on the Hill and the post-war international order

In many ways, the USA has been a benign world leader because it was operating fom a vantage point that the first half of the 20th century had been pretty terrible for the West. There was the bloody Boer war in South Africa, which posed the first real challenge to the British Empire. Then there was Japan defeating Russia in the war of 1905. The outbreak of the First World War, when seen from a colonial perspective, was the European powers who had previously carved up the world among themselves, engage in a Civil War of their own carelessness. The peace that had existed on the European continent since 1848 was shattered, as the fearsom military technology that hitherto beeen used to keep down native populations was turned upon each other.


From then on, the terrible events kept on happening: the Russian Civil War, that followed the Bolshevik revolution. The terrible years of Stalinist rule. The rise of Fascism. The Great Depression, and then the Second World war. Another example of bad leadership was Japan, who managed to become the first non-Western country to become a developed country in the modern era. It saw itself emulating the Western Powers to be a colonial power, and quite possibly tried to outdo the West. I don't know why, but last few countries who tried to be colonail powers were just terrible: Belgium, Germany, Italy and Japan were amongst the worst colonial powers.


The one country that emerged with a lot of credit was the USA, who in many ways saved the day. They came to the aid of the Allied powers, and helped to deveat the Axis powers. They created the Bretton Woods institutions for a new world order. After the war, they successfully rebuilt Germany and Japan, helping to shape the post WW2 world order that we know today. And many countries of the Global South gained independence, and tried nation building with varying degrees of success.


The success of the post WW2 world order came from a place where Western civilisation was chastened after a disastrous 40 year period where they almost managed to ruin the world. They came from a Zeitgeist where people felt that colonialism didn't work anymore.


The USA occupies a very unique place in the context of European colonialisation. They are both an imperialist power and one of the first post-colonial countries in the world.


Not following the formula

It's not correct to say that the countries of the Global South are democratic or anti-democratic. It's more truthful to say that they are indifferent to democracy. The global south treats democracy as a suggestion and a recommendation, but not as something that is mandatory. It certainly does not treat liberal democracy as the be-all and end-all for keeping the system honest. The USA is the city on the hill, and sees itself as such. It was easy to impose a liberal democratic order on Japan who were just defeated foes who were treated magnaminously. But it's harder to do the same to peacetime allies.


It does appear that Singapore is going to be an “illiberal” country. It really is a matter of whether you call it half a glass full or half a glass empty. People are always going to be the most important factors in East Asia. East Asian cultures don't have this culture where the peasants are seen as the cannon fodder for the aristocracy, as is the case for Western culture. The fate of the common man is seen as something that rulers have some duty of care towards. The West evolved to have democracies, which is basically the people overthrowing their leaders every once in a while and collectively having some say over who comes in. Which came about because until then, their leaders had behaved like despots.


There is such a thing as people power in Singapore. In fact, in many of the countries in East Asia, people do have a lot of power, because these are countries where labour is the biggest factor in the economy. But in many ways, these are highly stratified and hierachical societies. The notion that class warfare isn't going to explode into larger social conflict. I would say that a lot of East Asian countries are destined to be societies which are not cults of some dictator or strongman, but have societies where the passions and the energies of the people ultimately drive the economy. But they may not be ready to be true democracies, partly because they don't like the divisiveness of democracies, or the transitions of power, or they don't like the notion that every human being is equal.


There is a resistance to the notion that every human being is equal. The dark side of the Asian success story is that it's built upon the underpaid labour of a vast underclass. Not entirely, because technological achievements are a great part of the economic success, but you couldn't imagine Singapore existing without the foreign workers – the maids, the construction workers, the blue collared workers who toil in the tropical heat.


Any democratic country that has ever succeeded works in a system that has less than universal enfranchisement. You did have a working class system in the UK, and they were on a lower rung, but the natives of the British colonies were on a rung lower than them. You never had all the wretched people of the earth also having the ability to cast votes at the same time, along with the civil strife that that would cause, when they could just vote in a demogogue or vote to destroy the society they lived in.


Many countries have had democracies that have operated in the context that only the elites were allowed to be democracies. Even the CCP at one point was like that: the party members get to vote on a lot of things. Ancient Greece, which was where Democracy started, was also such a system. There was a democracy amongst slave owners, but of course the slaves were not allowed to vote. The USA was like that too. You had to be white, male, and land owning to vote.


You could say it worked well, because it didn't have people from the lowest caste voting in the same election as everybody else. People could vote and have people power because you could have people on the other side of the world, having less power than you, to be the non-voting underclass.


In a modern democracy, when the people on the second bottom rung of the ladder have to duke it out against people on the bottom rung of the ladder, that is a recipe for civil strife.


The West becoming liberal democracies was the product of its own path-dependent trajectory. Liberal democracy was the answer to the social ills of its day: despotism by absolute monarchs, the class system and its hierarchies and warlords fighting each other for the right to govern the realm. It was seen as a peaceful solution to a lot of social problems. In the West, though, democracy, the enlightenment and colonialism were a unique trifecta which drove the development of the West. Democracy weakened the aristocratic / feudal system and gave the common man more agency. But that also meant that a lot of commoners could go to foreign lands and colonise the place. Democracy was actually the fuel that enabled the UK and France to become great colonial empires, because they released the energies of the people. The enlightenment brought with it a higher level of technology than the rest of the world (until very recently). That also enabled colonialism to take place, because it was mainly predicated upon being able to wage war against the natives and win those wars 10 out of 10 times. The exalted state of the West meant that the vast majorities of people from the West could feel reasonably satisfied about their position in the world, and they could unite themselves under the same flag. You would always have a reasonably good country to live in, in spite of some of the dysfunctions in government that come about as a result of democracy. And a democratic country usually has the better militaries, because when people fight for the flag, they know they are fighting for themselves. In contrast, a lot of dictatorships have very impressive march pasts and parades, and during peacetime all the soldiers swear a lot of loyalty to the flag. But everything falls apart at the first sign of trouble. The Napoleonic wars demonstrated the relative effectiveness of these “arsenals of democracy”


But other countries can pursue other ways of government, as long as they lead to the path of development. In Taiwan and South Korea, Confucianism kept the system honest, even when both countries were under martial law. Singapore never had much respect for liberal democracy, but still managed to build a good civil service which was largely free from corruption. The gulf states in Qatar, UAE, Bahrain and Saudi Arabia are ruled by absolute monarchs, but they managed to be high functioning enough to see big infrastrucure projects to completion.


Time after time, it's been the case that a country obtains its nationhood first, and then creates a thriving economy, and finally matures into being able to function as a democratic society. Democracy is something that comes at a later stage of development, if at all. The idea that you could go into Iraq and Afghanistan to impose democracy as a coloniser was seriously nuts. During that brief hegemonic episode after the Cold War ended, the USA believed that anything was possible, that it would be God's mission to proselytise the western system, because they saw democracy come unto several countries that used to be “under Communist dictatorship”. After 9/11, they believed that the time was ripe to expand that mission to Iraq and Afghanistan. But that was a misbegotten goal.


At the same time, one of the strengths of democracy is that it's able to mobilise the energies and talents of the people in society. And the societies of East Asia can do likewise, but in ways that are very different from how democracies do it. There is a meritocratic system which exists in spite of an absence of liberal democracy. There is a cultural bias towards education being a very important component of self improvement.


Democracy is not going to work without there being a big middle class, which is educated. It's not going to work if the people are divided, and there are fault lines. Western countries don't like to admit this, but ethnic diversity and democracy are not a good combination.


There is actually a very big overlap between Confucianism and liberal democracy. First, even though the West likes to paint despotism / banana republics and Confucianism as both being “authoritarian”, they are actually very different. For Confucianism, there is the notion that the leader is ultimately answerable to his people, as is the case for liberal democracy. There is the notion that the regime rules with the consent of the people. The outcome in both cases is benevolent leadership, even though the means are different. There is some form of accountability involved. In both systems, the welfare of the common people is a very important part of the system, as is the incorruptability of the leaders. Most importantly, both of these philosophies are about civic virtue and keeping the system honest, although this happens through very different means. Most significantly, under Confucianism, you are not going to vote your leaders out of power.


One boon for the global south is that all the countries are developing unevenly. That gives way for a lot of trade offs. Some countries are already developed. Some cities are first world places, but they could use unskilled labour from less developed countries, and in turn, these unskilled labour would be happy (or at least less unhappy) to do menial work for those more developed countries, and bide their time so that they can do the hard work of developing their own countries at their own pace. The Philippines used to provide domestic servants to the rest of the world. They used to be sailors and construction workers who did some of the more unpleasant work. Then they brought their skills and talents back to their own country and eventually turned Manila – if not into a first world metropolis, at least they made Manila more developed. Economic development happens through trade. China may not be a great example to other countries in terms of being an authoritarian state, but it is open for business, is very capitalist, and is a very good trade partner.





Here's another paradox. The West likes the idea of democracy and free markets, because in a way they are bottom up processes. They allow ideas, governing philosophies, rulers to be upvoted or downvoted as needed. But if the developing world were to decide, largely independently of each other, that they would not follow the path as prescribed by the West, they wouldn't like it so much. Yet allowing the developing world to formulate their way of doing things, is also a bottom up process, and they don't really like that bottom up process so much.


There are two political ideologies in the West, and they are the yin to the other's yang. Colonialism and democracy were both part of the West's mindset. They were also contradictory to each other. Colonialism means that people are not equal. Democracy means that they are equal. Both of these have been part of the landscape for so long that a lot of people in the West don't really question that they contradict each other. Colonialism is for other countries. Democracy is a way for countries in the West to stop the common people from killing the elites. So long as the people know that society has made a decent fist at having a system of government by and for the people, then there will be a bit of peace in this world.


The problem is that democracy has only worked when there's always been some kind of underclass. The people at the bottom level of society were always excluded from democracy, and somehow that made the process more congenial. It was people without land, or women, or blacks. In the UK and France, the people at the bottom of society felt safe in the knowledge that there were people in faraway colonies who were still below them in the totem pole, and it was easier to be a patriot when that was the case. When you had a society where both the poor blacks and the poor whites were voting, it spilled over into open conflict, and it made democracy less workable.


The Global South way has some characteristics. They borrow more from the West when it comes to science and technology, technocratic management, and free and open markets. But they don't borrow from the West so much when it comes to democratic processes and government. The formula of economic liberalisation without political liberalisation is replicated a lot across the Global South.


If people don't have democracy, they will still accept a system where you have economic or social mobility, and a developing nation is still viable. It's only when the country gets into the middle income trap, that things start getting a little funky, and you have to start giving people democracy before they plot to overthrow their leaders. We saw this pattern before, and this is how some Asian countries, like Taiwan, South Korea, the Philippines and Indonesia got their democracies. Whether it will happen to China is an open question.


If the West complains about China, it has to take a long hard look at itself. Why has China managed to raise the living standards of the Global South more successfully than the West ever did? The complaining is really about: China is usurping the exalted status of the West in this world, and it is helping the countries of the Global South to develop, regardless of whether they follow the Western prescriptions of political reform. It is building another world system that might eventually upend the superior status of the US Dollar in the world economy, and may be helping the world to evade US trade sanctions.


That is because the USA is in some ways a paradox. You are either exceptional or just like everybody else. If you are exceptional, then people will not follow in your footsteps because you are not like everybody else. Inasmuch as the USA has had a WEIRD bias, its not that well suited to represent the rest of the world.


The other thing is that the West is losing a lot of influence on this world. It's no longer in the economic growth phase, whereas the Global South countries are going to increase their wealth and power in the next few decades. When the economic power and population of the West recedes in relative terms compared to the rest of the world, so too will their ability to shape and intellectually influence the rest of the world.


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Monday, August 25, 2025

Russia the Decadent

 There was a school of thought that said that NATO expansion was the root cause of the confrontation between Russia and the West. Mearsheimer is one of the principal exponents of this view.

The West has been guilty of mismanaging the post-Soviet world. The Soviet Union was a dying empire, and it was economically mismanaging itself into obsolescence. They were waging wars all over the world, rattling their sabres. Part of this was due to the way they were governed: because they were a dictatorship, it was always easier to create a rally around the flag situation to get their people in line. Part of the reason is because one of the main sources of their geopolitical power came from the military: if they weren't rattling their sabres all the time, nobody would take them seriously. They had military adventures in Angola, Afghanistan, Congo.

During the unipolar moment, Russia repeatedly had a lot of doors slammed in their faces. Their transition to a free market economy did not go well. In the negotiations for the reunification of Germany, the Americans tried to reassure the Russians that NATO would not expand to the East. If this was a promise, it was broken over and over and over. Russia tried joining NATO, but was rebuffed time after time. You could not avoid thinking that NATO's founding philosophy was that it was to be a bulwark against Russia, and it would stay that way for a really long time.

NATO tried to bomb the shit out of Serbia. In one reading, the Serbs were behind some of the most appalling human rights abuses in the Balkans conflict against Bosnia, Croatia and Kosovo. But when the US allowed Kosovo to be carved out of Serbia, they just rode roughshod over the objects of Russia, who had reasons to believe that the Serbs were allies. Russia tried to play nice at first with George W Bush by supporting its war on terror. But I don't think that the US modified its behaviour. There were plenty of revolutions in Ukraine that indicated that they wanted to be more European, rather than more Russian. Putin could feel that his grip on the Ukraine was slipping away.

So the school of thought is that Russia was provoked into lashing out like a cornered animal and trying to grab Ukraine. If the West had done better by Russia and treated it more graciously, rather than as a defeated power, to forever be in disgrace,

But then again, you have to think about the military adventures that unfolded under Putin. He started a war in Georgia, because it was another ex-Soviet state that was slipping away from him. Then he expanded the war to a few provinces of Georgia which were a little more pro-Russian. Then he gave support to Syria during the “Arab Spring” in an attempt to try to retain some influence in the Middle East. Because of the Russian intervention, the civil war in Syria became some of the most brutal conflicts in the Middle East. People barely remember a time when Syria was such an oasis of peace and calm that it was one of the top tourist destinations in the Middle East.

Russia's impact on the rest of the world isn't a positive one. You could argue that America uses more military force on the world than most other major powers. But when you're part of the American-led World Order, you get to partake in free trade, you have conflict-free trade routes, you participate in fruitful exchanges in science and technology. It isn't a bad place to be. What does Russia have to offer, in its place?

The other thing has to do with how Russia was run. Because of how the Soviet state was dismantled, a large part of the former Soviet economy landed up in the hands of relatively few oligarchs. Gradually, one by one, Putin dealt with all the oligarchs. Either they allied with him and gave him access to their own riches, or Putin just had them defenestrated. Then slowly, Putin killed democracy in Russia. He turned the state broadcasting into a propaganda unit. He intimidated his enemies so that they would never try to displace him. He got around Russia's term limits for his presidency, first by installing Menyedev as a stand-in president, then getting the constitution amended. The end result was that instead of building a great society with a flourishing economy and technological advancements, he was turning the country into a mafia state, whose economy basically had only one pillar: fossil fuel extraction. The intelligent and capable members of his society ran away and left for greener pastures.

So while I understand that Russia feels aggrieved by how the West had treated it over the 30+ years since the end of the Cold War, Russia isn't becoming a great country, the way that China is, in spite of China not being run like a liberal democracy. It is corrupt, dictatorial, regressive, repressive, feckless. If Russia were more like China, I would be a bit more indignant about its treatment. But now Russia is going down in this world, and run in a fairly self-destructive way. I wouldn't be too upset to see the iron curtain move closer and closer to Moscow and St Petersberg.

Even though Stalin was a monster who murdered millions of his own citizens, he had some vision of how he wanted his empire to progress. There were times when they seemed to be technologically advanced, and able to challenge the West in some very specific areas in technology. But it would start to rot and decay after years of dictatorship. Putin isn't even trying to make Russia great. He's just interested in his hold on power, and being some kind of parasitic force on Russia.

That's why I'm never going to side with Russia in this Ukraine conflict. I just want this version of Russia to collapse, so maybe a better, more competent and technologically progressive version can rise up in its place.

Russia has real problems, so it's a little harsh to say that you need to solve them before I recognise them as a legitimate state. Putin could have tried to make Russia great. It has the potential to be like China. It is adjacent to Europe, and it could choose to be a little more like Europe, setting up great centres of learning, creating some kind of Silicon Valley, creating an industrial and manufacturing base. Apparently it's not tried to do that. It's one of the hardest things in the world to replicate what China has done for the last 40 years, but that is how China and the USSR's fortunes diverged since the death of Mao. No doubt China has been greatly abetted by the Chinese diaspora (who probably didn't understand that one day China would turn into a frenemy). No doubt China has a better relationship with the Asian tigers than Russia with Europe. And quite possibly Russia has a lot of disadvantages in its geography, including its deadly lack of access to the ocean in the West.

But that could only raise one big question: why wasn't Russia willing or able to do the right thing to get ahead in the world, like China was? Why was Russia so weak in 1917 that it had to collapse under a Bolshevik revolution, and then turn into such a force to be reckoned with that so many people in the West looked towards it as a rising force before WW2, even when it was killing millions of people during their civil war? And how was it so incompetently run that it managed to get 20 million of their people killed during WW2, and yet was the country who earned the most credit for defeating the Nazis? How was it perceived as one of the superpowers of the Cold War conflict? Maybe that's why somebody called it the riddle, wrapped in a mystery, inside an enigma. How Russia vaccilated between being a world superpower and being a basket case as a nation.

So some of this is personal. I'm sick and tired of seeing Russia underperform, of a nation's potential being wasted. I'm sick and tired of seeing it run as a mafia state, where Putin is the mafia chief among the mafia chiefs. About the dysfunctions in society that allowed it for many years to be a bunch of backward serfdoms. About Russia being run as Putin's personal fiefdom chasing away their brightest and most talented people. About the lying in the gutter and gazing at the stars.

Putin felt that he had to have his military adventures because the world was closing in on him. Well, the world was closing in on him because he was unable to move on up in this world, or move Russia onwards and upwards. The end result would have been an implosion of his society. There were plenty of stresses upon him. His security zone, the buffer between Kiev and Russia, was being stripped away. It was being salami sliced away. If Ukraine and Poland were to further Europeanise, then they would fall under the European sphere of influence, and this would be the first time that Europe is on your doorstep. It would be very alarming for Russia's pretentions to be a world power. That's the problem when you become weak as a nation.

Putin, in many ways, helped to set up a system where he either had to kill or be killed. He wasn't able to break the cycle of violence. I don't really know if he couldn't get off the tiger. He made too many enemies in Russia, and he had to create this super elaborate security apparatus just so that he could survive. He felt that he had to capture Ukraine and create this image of himself of a great leader who managed to poke the eye of the West. For a long time it worked. For Putin, it was about 2 things: consolidate absolute power within Russia for himself, then be a thorn in the side of the West, so that you can increase your prestige amongst your people. That approach worked for him, and in some ways he may have been smart as a tactician. But his strategy was a failure. He didn't make Russia a stronger country, and it had to engage in destructive behaviour in order for him to prove his strength. He's an autocracy fighting the online mob, and he can only withstand so much punishment before the armchair critics of the world start trying to quarter him or something.

So I hope that Russia gets squeezed and weakened. Unfortunately the geopolitical reality is that Ukraine is between the spheres of influence of Europe and Russia. If Europe and Russia are at peace, it's fine. But other wise it's a buffer zone in a no man's land. Even if Ukraine were to chase Russia off the 4 oblasts, Russia would be in a position where it would feel uncomfortable with Ukraine at its doorstep. One solution would be for Russia to renew and reinvent itself. I wouldn't feel bad if Putin were to be overthrown and some faction within Russia were to rise up and become more pro-Western, more open and democratic, and Russia were to be less corrupt, and sweep the Mafia out of power. But it would be an extremely difficult thing to do and pull off. 

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Saturday, May 10, 2025

Western military powers in East Asia

There are important lessons to be learnt in the Malayan campaign, and it is an essential part of the history lessons for Singaporean students including myself, I grew up in Singapore.

The larger picture of these wars should also be told: it was possible for the British (and Australians and New Zealanders) to have avoided defeat at the hands of the Japanese. I wonder how that would have changed the history of the war. Because of the brutality of the Japanese, we were used to thinking of them as the bad guys, while the British were relatively benign. But the Japanese were also, not without reason, seeing themselves as liberating Asians from western rule. When I read the history books, I saw that there was co-operation between the Japanese and the anti-British Indians. (Strangely enough, Japan and India, who were conspiring against the Western Powers during WW2, would many years later be allied with them as members of the Quad.)

It is useful to think of southeast Asia during WW2 as being in a very similar situation to the Ottoman empire and the Balkans: just as WW1 had obliterated the Austro Hungarian and Ottoman empires, and caused the downfall of the Russian monarchy, WW2 would obliterate the British, French and Dutch empires in southeast Asia.

The outcome of the wars involving western powers in East Asia are as follows:

Japan defeated the British in Singapore / Malaya / southeast Asia.

Japan defeated the French in Vietnam (or rather some annexation took place)

Japan defeated the Dutch in Indonesia in WW2

Japan and China were fighting throughout WW2

Japan and British were fighting in Burma throughout WW2

The USA, with the only incident of nuclear weapons used in combat so far, defeated Japan

Indonesians defeated the Dutch and British in the war of independence after 1945.

The Korean War was fought to a stalemate and standstill which continues today. North Korea is a permanent buffer zone between US armed forces in South Korea and NE China. This was a proxy war between the US and China / USSR.

Vietnamese defeated the French in the 1950s.

Britain and Malaysia defeated the communist insurgency in Malaya in the 1950s

The US were defeated in the Vietnam War.

The record suggests that western powers will find it very hard to achieve military victories in East Asia. However, during the Cold War, authoritarian regimes in Indonesia, the Philippines, Thailand, Malaysia, Singapore, Taiwan and South Korea helped to keep those countries friendly to US and the West.

The bigger picture I am suggesting is that: you could analyse the Malayan campaign and point out this or that thing that the British could have done to improve the performance against the Japanese. But was there any alternate history where the British could have defended Malaya, and then held onto it indefinitely, or was the end of the British empire in southeast Asia inevitable? Seen from certain angles, the fighting in SE Asia in WW2 is actually part of a larger series of wars of independence for several countries in the region, against the British, French, Dutch, Japanese and even American empires.

What was the role that the locals played in these military campaigns? The Malaya and Singapore campaign was a very big turning point in the history of Singapore because it was the last major military conflict where the locals had little or no part to play. In the wars that followed, in Indonesia, Malayan campaign, Vietnam war, Korean war, the locals played decisive roles. In our histories, the Japanese occupation and the Malayan campaign in WW2 are portrayed as a call to arms: no more shall the fate of Singaporeans and Malaysians depend solely on the whims of our overlords.

All these histories will have resonances when we look forwards in time to the next conflicts that are brewing in our seas: the impending conflicts in the south China sea, in Taiwan, in the Japan sea and the Senkaku islands. We will be asking the same questions: the large Eastern states, the Western powers and the smaller Asian countries will be involved. The conflicts will be part proxy wars, and in part locals deciding which foreign powers they will side with.

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