Skip to main content

Modi Govt - 1st Year Opinion card - Part 2

Defence:

The response of the new government to Pakistan I think clearly showed the focus and strategy. Talks would be on mutually acceptable terms, not driven by Pakistan’s habit of running with the hare and chasing with the hound. There are no major egoistic or deal breaking pre-conditions but a simple condition – Pakistan must deal with India. Period. They cannot deal with Indians supporting Pakistan as a parallel track.

Also talks and hand of friendship are not linked to our reaction on the border. If someone fires at us the Indian army will fire back. The earlier government and many arm chair intellectuals kept talking of the danger of skirmishes escalating into war, even a nuclear war. Logically these fears are unfounded since Pakistan economically is in no position to indulge in such adventurism nor is their reputation with global powers be it USA or China such that they can expect them to come help. USA is paying protection money to keep the terrorists engaged in Pakistan’s backyard and China treating the terrorists with a ruthless hand.   So all that Pakistan was doing was sabre rattling to probe and see if the new government was idealistic, romantic and pusillanimous and its business as usual or if the rules had changed. Reality – rules had changed.

As Shobha De points out in her blog, the frustration of the men in uniform was palpable. 


The non performance of Saint Anthony was legendary. He was truly a Saint. He blacklisted many previous suppliers so that existing equipment became unusable, he cancelled every tender the moment someone asked a question and even the one life saving decision that the UPA government took for fighter planes was left hanging. It was left to the new government to find an out of the box solution to end the impasse. But was the solution really something of a genius? No. Any right minded person interested in ensuring Indian security would have taken recourse to this decision. After all did not the UPA government buy transport planes in a similar manner?  That Modi took personal control over the situation, negotiated a deal and took tough decisions speaks volumes on how this government has handled defence policy.



Anyone who reads the state of affairs in the armed forces is horrified at the lack of preparation and woefully not future ready. Some retired officers with clear political leanings try to give a spin to the state of unpreparedness but they don’t dispute the basic fact that the armed forces are unprepared. This is a rot that has already eaten away at the country’s defence foundation and if left unattended can result in a collapse. It will take time and need money to address this rot and bring back the strength. The country doesn’t have both in abundance but this government is making the best of the situation and results would take maybe 10 years or more to show but a beginning has been made.

Manohar Parikkar is known to be astute and humble enough to respect the men in uniform and yet earn their respect to help them get decisions with his own efforts. He is another poster boy in the cabinet.

Defence gets 7 out of 10 mainly because the effort right now seems to be more towards identifying the problems than finding solutions. 

Economy:

It is a well known fact that this government inherited a poisoned well economy. However much one would like to sympathise with them the government has definitely flattered to deceive in this ministry.

The biggest blunder done by this ministry is retaining the retro tax. A tax that was criticised by everyone including the BJP as the single most important reason to derail Indian investment has not only been retained but defended and in one case even invoked by this government.  To my mind this is a Himalayan blunder which can entangle this government in litigation and create a trust deficit.

While it is nobody’s case that the IT department is within its rights to demand tax and find ways to increase the tax base the way this is being handled is more counterproductive. When the economy is doing well, jobs being created and growth is assured even some misadventure of IT will be taken in our stride. But when each of these is being kick started, adventurism from IT only kicks the process.

It is sometimes felt that the department is a law unto themselves and not in tune with the government policy. Every government since the last 2 decades has worked hard to simplify tax filing, make it friendly, generate trust and just when the Finance Minister  is in the sky on his way abroad the department talks of wanting travel details, expenses etc which in today’s globalised world ridiculous to say the least. That the idea was hare brained can also be seen from the fact that with PAN numbers/Passport details/ credit and debit cards being known and linked the government could always research every traveller’s details and approach wherever they see suspicion. That the FM had to fire fight this issue from foreign shores shows a certain lack of control of the ministry over the department.

Tax issues like those of Vodaphone and Nokia have been lingering and during the honeymoon period this government could well have gone for the jugular and found a win win solution. Criticism from opposition however strident would have been blunted since issues would have been solved.  But now even if they resolve it, opposition will term it as surrender and with the entire opposition making industry as the bad boys of Indian economy with media publishing it, any victory will be sour. As it is this government is already getting spooked about allegations of helping industry.  Rather surprisingly media has not spoken widely about how the closure of Nokia has resulted in a domino effect and many big industries have shut down and thousands have lost jobs in southern India.

A key component of the economy is the internet and its force multiplier effect on improving lives of people. However this government while waxing eloquent on the freedom of the internet and net neutrality continues to get hijacked by the mobile phone companies and even TRAI. It appears that the government/ministry doesn’t seem to be in control over policy and unless tough action is taken and decisions announced with courage this industry will continue to remain adrift. 

The events in the telecom industry also gives credence to the opinion that business is often hand in glove with government and such short sighted business men can only damage their fraternity if they don’t show restraint.

The government touts the coal and spectrum auctions as success but in reality those were no brainer issues. With a SC order in place any government had no choice but to get these auctions done. The government definitely deserves credit for the way it managed it but the action was thrust by the SC and not a policy directive of this government.

While every person or entity globally would like to avoid paying tax, the issue here is how it is done and handled. Even the MAT issues have been handled such that it has given a handle to people to blame government and it has been defensive on the issue.

The economy coupled with technology has been changing so fast globally that it is almost impossible for any government to keep pace with it and tweak tax policies suitably. Also it is impossible that everyone is made to feel happy and treated fairly. However the government can and could have planned in far better way the implementation of these actions.

Governments love making committees. Why cannot the government appoint a think tank committee under the chairmanship of a senior leader like say Yashwant Sinha or Jay Panda with a bunch of IAS/IRS/ IA&AS/ IFS youngsters drawn from the different branches of the government, external finance, taxation and technology experts which would meet every 3 months to evaluate the changes happening globally/economically/technologically and propose FUTURE tax challenges. The government can then plan and initiate taxes with prospective effect in each budget rather than be reactive and retroactive.

The announcement of the Make in India program was urgently required and an excellent initiative by the government. However a few paras will not do justice to the same and will need a separate piece on it. But this is a long term plan which can see success only if Modi government gets a second term and undertakes 2nd generation reforms.

Raghuram Rajan has been quite successful in controlling inflation and international oil prices have helped but the feeling that the governor of the RBI and the finance minister/government are not exactly on the same page lingers. There is a perception of a slightly adversarial relationship and in politics perception is often fact.  The dissent however couched in financial diplomacy does not bode well for the government and in the short run can prove counterproductive.

Retaining Aadhar, loosening up the defence and insurance sectors is work in progress that has been completed. The government deserves credit for not adapting an egoistic stand and for showing broadmindedness in supporting many UPA programs.

Part of the frustration of the people is that the government is dithering on what they can do, blundering on what they want to do and allowing the narrative to be hijacked by a strident opposition and conveying a sense of drift and to many even a replay of UPA economics.


While Arun Jaitley deserves accolades just as he did as an opposition leader the government on this front doesn’t deserve anything more than 4 out of 10 here.

Comments

Popular posts from this blog

Narendra Modi - Evolution of a Leader

  This is NOT about Narendra Modi, even though he is the central character. This is about the evolution of a leader particularly in the BJP and in the NDA/ India in general. Post the electoral defeat in 2009 the BJP was rudderless, notwithstanding the presence of LK Advani. He was old, tired, defeated and BJP could not find a pan India leader to lead the party in the Lok Sabha elections of 2014. They had leaders like Gadkari, Rajnath, Jaitley, Sushma, and however popular none could qualify as an all-India election campaign leader. Popular opinion was it would be a hung parliament. The nation was in a mess, and nobody wanted to clean it given that voter expectations were high, trust low. Kejriwal/ Hazare had mortally wounded the Indian political system. BJP at that point needed a fall guy.  Someone to do the hard work, and if they failed to win, take the blame. If they won, there would be many aspirants to stake a claim to be PM. Parties, barring for those family owned, rarely announced

The INDI Alliance has indeed won !!!!

Quite a long time back when I first got the opportunity to sit in a company board meeting, I noticed the Chairman making a strange remark as he opened the board meeting. He used to say something like – “Please unhide your hidden agendas and keep your vested interests outside”. Young, intrigued I finally summoned enough courage to understand this from some other seniors and got a lesson I have never forgotten. He said that be it a person or an organisation, in many a situation, they have a stated intent and a real intent. Meaning that when they approach a situation, they explain what is their intent which would be more popular, acceptable and palatable to the audience but the real intent could well be very different. Most likely the real intent would be self-defeating or unpopular. In this just concluded election for the Lok Sabha we saw this happening in full flow and to my mind the BJP likely missed reading the message. It is not as if I have some inside information but am using log

Questions - Answers anyone ?

Life & weight, certainly changes with time. This is both enduring & educative. A picture they say speaks a million words. The allegation is that in the last 10 years only opposition leaders have been arrested by the Modi govt and these are only political vendetta and nothing more. Let’s not argue that point and grant it as true. That does not mean there are no questions that cannot be asked. The problem is nobody has dared to raise these questions and if one raises them, bingo, the allegation is that one is supporting the Modi govt, blinded being a bhakth and unable to see reality etc. The message is – don’t anybody dare ask questions. Only the old eco-system has the wisdom and freedom to ask questions. Those who ask any question that is inconvenient to the old eco-system you become an apologist for the evil, fascist, dictatorial kind of adjectives. But questions must be asked. They will be asked. If folks don’t have the courage to answer and prefer to be belligerent, then so b