Thursday, May 16, 2019

India 2019: The Best Speech Of This Election Season

Granted this speech by Akbar Owaisi is not from this election season, it looks like it might be from two years back, but I watched it only a few days ago for the first time, and so I am going to count it as something from this election season, besides its relevance, if anything, has only gone up. It is a marvelous speech. I hope his party expands to the urban centers of India with this focus on the nuts and bolts of empowerment and development.

Akbar Owaisi has always been very impressive when it comes to delivery. He is a natural. He is the Virat Kohli or oratory in Indian politics. But in this speech what also comes forth is he has thoroughly done his homework. Indian politicians are not known to do that. They simply get up and do the stream of consciousness thing. Here Akbar can be seen going from page to page, reading out statistic after statistic. He successfully impresses upon his voters that their votes are valuable. If they vote right, they can get more government money to show up in their neighborhoods.

I am impressed. I wish Akbar Owaisi the best in the next state and local elections in Mumbai. I think their next target after Hyderabad is Mumbai. They are trying to expand into Mumbai.

Owaisi exhibits a high level of emotional intelligence in the way he presents himself.

5G And The Trade War



5G is technology. What has that got to do with the trade war?

Trump’s Huawei Threat Is the Nuclear Option to Halt China’s Rise The Trump administration is pulling out the big guns in its push to slow China’s rise, with potentially devastating consequences for the rest of the world......... The White House on Wednesday initiated a two-pronged assault on China: barring companies deemed a national security threat from selling to the U.S., and threatening to blacklist Huawei Technologies Co. from buying essential components. If it follows through, the move could cripple China’s largest technology company, depress the business of American chip giants from Qualcomm Inc. to Micron Technology Inc., and potentially disrupt the rollout of critical 5G wireless networks around the world.

US move against Huawei could slow the global rollout of 5G American firms accounted for more than a third of Huawei's major suppliers at the end of last year..... "This could set back Huawei's supply chain in the US and potentially delay 5G in China," Edison Lee and Timothy Chau, analysts with brokerage firm Jefferies, said in a note Thursday, calling the scenario a "nightmare" for China's adoption of the new technology..... Beyond China, Huawei has signed dozens of commercial 5G contracts around the world, including 25 in Europe and 10 in the Middle East. It could be harder to fulfill those contracts if Huawei can't buy parts from US suppliers...... Huawei is better positioned to work around a ban on US components. ...... Huawei was already steeling itself for disruption to its supply chain, saying in March that it had diversified suppliers and stockpiled key parts to ensure the continuity of its business...... "The ban will slow down 5G adoption and eventually will be harmful to [telecom] carriers and consumers around the world."....... "Restricting Huawei from doing business in the US will not make the US more secure or stronger; instead, this will only serve to limit the US to inferior yet more expensive alternatives, leaving the US lagging behind in 5G deployment," Huawei said in a statement Thursday.

AT&T CFO says 5G ‘national coverage’ by mid-2020 the operator is working toward “national coverage of 5G” by the “middle of the next year.”

UK will make its own decision on 5G and Huawei, culture secretary says
The first 5G phone launches today for $1,300

Wednesday, May 15, 2019

India 2019: May 23 Looks Mysterious

Nobody really seems to know what is going to happen. Of course, the political parties will say they will get a thumping majority. Both the BJP and the Congress are going to say that. It is in their self-interest to say that. Also, it is in the interest of the TV stations to make you feel like this is going to be a nailbiter, a really close election. It is because they want you to watch TV. If one or the other party is the clear winner, why bother following the news on TV, right? Pollsters are notoriously off the mark in India. They can't reach people they need to talk to. Those they talk to deliberately throw them off balance. Those who get polled mostly say what they think the interviewer wants to hear. In India, your average citizen is also a politician like that.

Which is kind of cool, though. You just have to wait and see what it is going to be on May 23. That works.



The predictions basically revolve around Modi, though. If he does better than last time, of course, he will get five more years. If he fares worse but still gets a majority, of course, he will get to continue. If the NDA he leads ends up in the 250 zone, about 23 less than needed, Amit Shah might be able to pull a rabbit out of the hat. He could add a few more parties to the support base. Maybe 240 is also doable. But as soon as that number dips towards 200, people start seeing a new Prime Minister. That is the sum of the predictions that I have seen.

Indian federal elections are to democracy what World Cup Soccer is to the world of sports. It is the biggest show on earth. And it is quite fascinating.

Modi's Escape Hatch: Orissa, Telangana, Tamilnadu
The Modi Suspense
India 2019: A Fractured Mandate?
My Projection Puts Modi At 300-350
Modi And Rahul
Could Arithmetic Force Modi And Rahul To Team Up?
India 2019: The Scenario Of A Federal Front Lead
Modi Expecting A Larger Victory Than 2014
India 2019: The Suspense
India 2019: Some Projections
The Indian Election: Hard To Predict
Modi Interview In Varanasi
Amit Shah: Master Strategist
Excellent Non-Political Interview Of Modi By Akshay Kumar
Modispeak
Imran Khan Could Bring Peace