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VALEDICTORY
BY
MOHAN GURUSWAMY
NATIONAL CONFERENCE
CENTRAL ASIA, CHINA AND INDIA:
HISTORICAL, ECONOMIC, POLITICAL AND
CULTURAL RELATIONS.
Will India be the new China?
04/30/16
1
Mohan Guruswamy
04/30/16Mohan Guruswamy 2
China.
India.
04/30/16
3
Mohan Guruswamy
How the world stacks up in 2016.
04/30/16Mohan Guruswamy
4
04/30/16Mohan Guruswamy 5
The brave new world to come!
04/30/16Mohan Guruswamy 6
The coming economic order.
04/30/16Mohan Guruswamy 7
Where is the World’s growth coming from?
04/30/16Mohan Guruswamy 8
India’s late surge!
Basic difference in Economic Structures.
04/30/16Mohan Guruswamy
9
Basic differences manifested in Export Profiles.
04/30/16Mohan Guruswamy
10
The importance of being China.
04/30/16
11
Mohan Guruswamy
04/30/16Mohan Guruswamy 12
China’s phenomenal rise as a world trader.
Exports are critical to China’s economy, accounting
for more than a quarter of economic activity,
compared with a little more than a tenth in the
United States.
To maintain overall growth rates, China has hoped
to keep exports growing at about 10 percent per
year, and for much of this year it has succeeded.
But the US has declared its intention to close its
CAD by 2020.
04/30/16Mohan Guruswamy 13
Is the Chinese economy is losing steam?
Oil is now the single most important driver of world economics,
politics and technology.
The rise in importance was due to the invention of the internal
combustion engine, huge expansion of private and public
transportation and the rise in commercial aviation.
And the importance of petroleum to industrial organic
chemistry, particularly the synthesis of plastics, fertilizers,
solvents, adhesives and pesticides.
Oil is now the basis of about half the
World GDP of over $85 trillion.
04/30/1614Mohan Guruswamy
04/30/16Mohan Guruswamy 15
Changing China!
04/30/16Mohan Guruswamy 16
China & India population pyramids.
04/30/1617Mohan Guruswamy
04/30/1618Mohan Guruswamy
04/30/1619Mohan Guruswamy
04/30/1620Mohan Guruswamy
04/30/1621Mohan Guruswamy
04/30/1622Mohan Guruswamy
rade = F(income, policy, cultural
affinity, transport costs)
04/30/1623Mohan Guruswamy
About 15 000–10 000 years before present (ybp), when agriculture developed
in the Fertile Crescent region that extended from Israel through Northern
Syria to Western Iran, there was an eastward wave of human migration
(Renfrew 1989; Cavalli-Sforza et al. 1994). It has been postulated that this
wave brought the Dravidian language into India (Renfrew 1989).
Subsequently, the Indo-European (Aryan) language was introduced into India
from the Iranian plateau approximately 4000–3000 ybp, where this language
was probably brought by pastoral nomads from Central Asia (Renfrew 1989).
Therefore, linguistic evidence suggests that West Asia and Central Asia were
two major geographical sources contributing to the Indian gene pool.
The results revealed that a substantial part of today’s North Indian paternal
gene pool was contributed by Central Asian lineages who are Indo-European
speakers, suggesting that extant Indian caste groups are primarily the
descendants of Indo-European migrants.
Hum aapke hain kaun?
04/30/1624Mohan Guruswamy
Dispersal of Early Indo-European dialects.
04/30/1625Mohan Guruswamy
Ghar aaya mera pardesi!
04/30/1626Mohan Guruswamy
Mera Bharat Mahan.
04/30/1627Mohan Guruswamy
04/30/1628Mohan Guruswamy
04/30/1629Mohan Guruswamy
Isolated by Geography as much by Politics.
04/30/16
30
Mohan Guruswamy
China’s natural neighbors.
04/30/1631Mohan Guruswamy
Kis path sey jaoon main? Asmanjas hai wo bhola bhala!
04/30/1632Mohan Guruswamy
04/30/1633Mohan Guruswamy
04/30/1634Mohan Guruswamy
04/30/1635Mohan Guruswamy
GDP’s of the five Stans.
04/30/1636Mohan Guruswamy
Wealth in the five Stans.
04/30/16
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Mohan Guruswamy
India’s trade with Central Asia.
04/30/16
38
Mohan Guruswamy
Kazakhstan Exports.
04/30/1639Mohan Guruswamy
04/30/16Mohan Guruswamy 40
Kazakhstan’s Trading Partners.
India-Kazakhstan Trade.
04/30/16Mohan Guruswamy
41
India’s Line of Credits.
04/30/16
42
Mohan Guruswamy
Where we put our money!
04/30/1643Mohan Guruswamy
Waning interest in Central Asia?
04/30/16
44
Mohan Guruswamy
Distribution of Indian Aid in Central Asia.
04/30/1645Mohan Guruswamy
South Asia: An expensive place to do business!
04/30/1646Mohan Guruswamy
Transport costs have significant impacts on the structure of
economic activities as well as on international trade.
Empirical evidence underlines that raising transport costs by 10%
reduces trade volumes by more than 20% and that the general
quality of transport infrastructure can account for half of the
variation in transport costs.
In a competitive environment where transportation is a service
that can be bided on, transport costs are influenced by the
respective rates of transport companies, the portion of the
transport costs charged to users.
Transport costs have significant impacts on the structure of
economic activities as well as on international trade.
Empirical evidence underlines that raising transport costs by 10%
reduces trade volumes by more than 20% and that the general
quality of transport infrastructure can account for half of the
variation in transport costs.
In a competitive environment where transportation is a service
that can be bided on, transport costs are influenced by the
respective rates of transport companies, the portion of the
transport costs charged to users.
India’s inherent un-competitiveness.
04/30/16
47
Mohan Guruswamy
India enjoys close ethnic, historical, cultural,
traditional and political relationships with
the Central Asian nations.
India is now geographically isolated from
Central Asia.
India has few relatively economic linkages
with Central Asia.
Central Asia presents a very small economic
opportunity for India.
04/30/1648Mohan Guruswamy
Thank you!
04/30/1649Mohan Guruswamy

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Can India be the New China?