Showing posts with label КНР. Show all posts
Showing posts with label КНР. Show all posts

Monday, December 4, 2023

retirement policies and demographic change

How retirement policies and demographic change influence China’s gender labor force gap

December 4, 2023 Feng Kai

The gender gap in labor force participation is expanding in China, for various reasons, among which scarcity of affordable public childcare and growing discrimination against women in the labor market. Part of the explanation, Kai Feng argues, lies in the rigidities and discrimination of the Chinese pension system, which forces women to retire earlier than men.


China, once renowned for its high women’s labor force participation, is now experiencing an unexpected downturn. While the gender gap in labor force involvement is narrowing at global level, it is expanding in China (Figure 1)

During Mao’s era, the labor force participation rate for women was exceptionally high, driven by the radical ideology that “women hold up half the sky” and by massive social mobilization to promote female employment. The planned economy of the time also meant that both women and men had little choice but to work for a living. With the advent of market reforms in 1978, not working became a viable option for many. In addition, subsequent institutional shifts have erected significant barriers for women seeking to join or stay in the workforce.

Why has the gender gap in labor force participation widened in China?


Numerous studies, as summarized in Ji et al (2017), suggest that the reduction in affordable public childcare —previously widely available — combined with escalating discrimination against women since the economic reforms, are contributing to this widening gap. Drawing from these findings, researchers recommend policies to enhance access to cost-effective childcare, to curb workplace discrimination against women, and ensure equal rights for women and men, irrespective of women’s fertility behaviors or intentions.

In a recent study (Feng 2023) I highlight an often-overlooked factor: China’s gender-based retirement policy. Under this policy, established in the 1950s with the intention of “protecting” female workers (some argue it was a legacy of the Soviet model), women are expected to retire at either age 50 or 55, depending on their occupations, while men retire at 60. This policy has remained untouched, even as women’s life expectancy has risen and their presence in higher education and the workforce has significantly expanded.
 

Increased women’s labor force participation after age 50, but composition effects prevail


A significant factor contributing to the observations is the shift in population age composition. As a larger portion of the population reaches retirement age, a higher number of women than men exit the workforce (Figure 2).

Women’s labor force participation rate above age 50 actually increased between 1990 and 2010, (as shown by the percentage on the top of the bar), together with the population aged 50 and over. In 1990, the majority of the working-age population consisted of younger age groups, with women aged between 50 to 64 represented only 19% of the entire workforce (ages 20 to 64). This percentage grew to 24.5% in 2010 and is anticipated to reach 37.2% by 2030.

These demographic shifts are expanding the gender gap in labor force participation over the years. If labor force participation rates remain consistent with the 2010 data, the projected age structure for 2030 suggests an even more pronounced gender disparity in labor force participation.

This study does not necessarily contradict previous findings, however. Figure 3 presents the contribution of caregiving and retirement to the change in women’s labor force participation between 1990 and 2010.

Among younger women, the rate of non-participation in the labor force due to caregiving rose, aligning with the explanations of increased work-family conflict and gender discrimination. Compared to 1990, the rise in caregiving rates among younger women in 2010 was offset by a decrease among older age groups. However, this does not imply that women undertake fewer caregiving responsibilities in their older years now than in the past. Rather, women now are more likely to cite retirement as their reason for not participating in the labor force.

Is early statutory retirement age a good thing for women?


The topic of women’s early retirement is hotly debated in China. While many men argue that the system is unfair because men are required to work for more years than women before they can retire, the question remains: is an early statutory retirement age truly beneficial for women?

On the surface, early retirement may seem advantageous, but being able to retire with financial independence is another story: the gender-based retirement system contributes to a gender pension gap, with women receiving fewer pension benefits (Giles et al 2023). An institutionalized policy that requires women to retire earlier than men may further hinder women from advancing to senior positions on the professional ladder.

Within a household, men and women often pool resources, including pensions, savings, housing, and assistance from their children. However, as singlehood and childlessness rates increase, early retirement may put single and childless women in precarious financial situations. Moreover, as the population continues to age, there are growing concerns about the long-term sustainability of the current pension system (Cai, Wang, Shen 2018). The upcoming generation might not receive the same pension benefits as their parents. Consequently, for many people, labor earnings might emerge as a more reliable income source than a pension. Thus, ensuring equal labor rights for women and men at older ages is becoming imperative.
 

Rising retirement age


Discussion on retirement age should distinguish between effective retirement age and statutory retirement age. Even with a new pension system that includes rural residents, the retirement age holds minimal weight for millions of low-skilled migrant workers, as many will continue working as long as they physically can. The pension disparity between urban hukou holders and their rural counterparts is huge (Giles et al., 2023). Still, a static and gender-based retirement age could place additional strain on these workers. The current retirement system might leave many workers above retirement age, especially a higher proportion of women, vulnerable due to inadequate labor protections, such as accident and injury insurance. This could also make employers hesitant to hire older individuals due to associated risks.

For years, raising the retirement age has been considered a policy strategy to boost the workforce and, more importantly, to address the looming pension deficit. Considering that, after years of economic development, China currently has the most educated and healthiest population in its history (Wang 2023), the country appears well-positioned to enact this policy. However, alongside the widely discussed urban-rural divide, it is important to integrate a gender perspective into ongoing discussions about retirement and pension reform to avoid maintaining or even exacerbating the inequality in middle and later life stages.

References

  • Cai, Y., Wang, F., & Shen, K. (2018). Fiscal implications of population aging and social sector expenditure in China. Population and Development Review, 811-831.
  • Feng, K. (2023). Unequal Duties and Unequal Retirement: Decomposing the Women’s Labor Force Decline in Postreform China. Demography, 60(5), 1309-1333.
  • Giles, J., Lei, X., Wang, G., Wang, Y., & Zhao, Y. (2023). One country, two systems: evidence on retirement patterns in China. Journal of pension economics & finance, 22(2), 188-210.
  • Ji, Y., Wu, X., Sun, S., & He, G. (2017). Unequal care, unequal work: Toward a more comprehensive understanding of gender inequality in post-reform urban China. Sex Roles, 77, 765-778.
  • Wang, F, 2023, Should or should not China be afraid of population decline?, Neodemos

Wednesday, October 11, 2023

Should or should not China be afraid of population decline?

October 9, 2023 Wang Feng

China’s population boom is over: demographic aging and decline will characterize its foreseeable future. However, according to Wang Feng, this will not entail a decrease in the standard of living of its citizens, or of China’s role in the globalized world, thanks to unparalleled improvements in education and health.


China’s onset of population decline was instantly greeted by a chorus of doomsayers. The pessimists were quick to equate this demographic turning point with the end of China’s economic growth, even the end of China’s growing global geopolitical influence. Such predictions are overly simplistic and are largely based on the premise of a population-growth driven economic development model that the world has gotten so used to in the past half century and more. Yet it takes little knowledge of economics to know that labor is only one of the key ingredients of economic output. And even labor is not just a number. China’s economic boom in the past several decades indeed benefited from a large reservoir of hard-working labor, in particular the vast flows of rural migrants to cities, but one needs to be reminded that it was institutional change that has made the feared “surplus labor” during China’s planned economy era into a highly productive labor force in the last four decades.

Should China be afraid of its population decline? Can China, and the world, adapt to a new era of global demographics featured by population aging and decline, just as they adapted to the era of population explosion? Rather than being fixated on simple population numbers, be it the size of the labor force or dependency ratios, one needs to look deeper, taking stock of the characteristics of the population, and appreciating the importance of institutional conditions that have allowed past economic successes, and that will be crucial in facing future challenges.

It’s not all about a number: new faces of the Chinese population


Thanks to its historic economic boom and social transformations, China now has the most educated young population in its history. Four decades ago, when the first post-Mao population census was taken in 1982, the picture that emerged was one of a population that was already largely literate. Yet the near universal literacy among the young at the time was just that, basic literacy. Among those aged 15 to 19, who benefited the most from the expansion of education at that time, only slightly over 40 percent had junior high school or high school education. The share was only barely 20 percent among those in their 30s. The share of the population with tertiary education was miniscule: less than 1 percent of people in their late 20s and early 30s had attended college.

China has undergone an explosive growth in higher educational opportunities. Between 1998 and 2010, annual enrollment in colleges rose more than six-fold, from barely a million to nearly seven million.1 By 2020, annual enrollment in tertiary education had reached 9.7 million.2 With an annual birth number dropping to a new low of 10.6 million in 2021, China has virtually reached tertiary education enrollment saturation. Even without further expansion, all children born in the early 2020s will be able to enroll in higher education in the future.

Vast improvements in educational attainment can be appreciated by comparisons across age groups and over the decades. As shown in Figure 1, around 10 percent of the population aged 45 to 49 in 2020 had a college education. Among the youngest age group, those aged 20 to 24, the share was five times higher, with over half already having tertiary educational attainment. Four decades ago, in this age group, the share was less than 0.25 percent and in 2010 the share was less than 25 percent. By 2020, more than a third of young people in their prime working age (20 to 34) already had tertiary education. Such a rapid shift in the educational level of the young population has transformed the Chinese economy and society in numerous fundamental ways, from work and income to consumption and participation in social and political affairs.

Health and survival


China now also has the healthiest population in its history. As China ascended from a low-income to an upper-middle income society, its population’s health profile further converged toward that of high-income countries. This convergence has come with two faces: one in the general health level of the population, and the other in disease profiles. As China’s life expectancy further increased, approaching that of high-income societies, its composition of causes of death also shifted, and is now dominated by deaths from non-communicable diseases, resembling the pattern seen in other high-income and aging populations. In contrast to earlier generations, whose early-life health risks were mostly attributable to poor nutrition, those raised during China’s age of abundance face a whole different set of risks. The term of malnutrition has acquired a new meaning in China. In the early 2010s, for instance, 244.5 million or 23.2 percent of adults aged 18 and over had hypertension, with another 435 million, or 41.4 percent having pre-hypertension, according to Chinese guidelines.3

Life expectancy is not only increasing at birth, but also at advanced ages. In China, as in the neighboring East Asian countries of Japan and South Korea, life expectancy at 65, the normal cut-off age for defining the elderly population, nearly doubled between 1950 and 2020, from 9.1 years to 17.7 years (Figure 2). Greater longevity, like educational expansion among the young, is similarly transforming the economy by enabling people to work until later ages and creating new markets to meet the needs of older adults.

Not all is gold that glitters


Recognizing these new features of the Chinese population is not to dismiss the challenges associated with China’s historical demographic shift. China will face serious fiscal challenges, which will make economic transformation and continued growth more imperative. In the first decades of the twenty-first century, public spending on health care and on pensions as a share of GDP has already more than doubled. This combined spending already accounted for more than a quarter of all government spending by 2020, or close to 10 percent of GDP.4 One study has projected that population aging alone could drive up such public spending to 20 percent of GDP by 2040, and to 23 percent by 2050.5 Increasing per capita benefits to levels commensurate with that of a high-income society could increase the share of public spending much faster, to 32 percent of GDP by 2050. In the absence of any substantial increase in government revenue, such a share would imply that the entire government revenue would have to be used for such public spending, mostly in support of an aging population.

Rather than spelling the country’s fate based on simple population numbers, however, a new economic growth model is essential for sustaining increased living standards of the population. China had an abundant supply of labor during its planned economy years, but that labor was not put to productive use. China has shifted its course of economic growth and now has the most educated and the healthiest population in its long history. The end of population growth, therefore, is by no means an automatic end of economic growth. What should be feared is not a smaller and older population. The challenges will give rise to innovation and adaptation, as history has shown us again and again.

Foot notes

  • 1 China Statistical Yearbook 2010, Table 20-7. The enrollment number includes both four-year university courses and three-year vocational courses. In 2010, 3.1 million of the 6.6 million enrolled students were in three-year vocational institutions.
  • 2 China Statistical Yearbook 2021, Table 21-7.
  • 3 www.ahajournals.org/doi/full/10.1161/CIRCULATIONAHA.117.032380
  • 4 Public spending as a share of GDP estimated by the IMF for 2020 was 35.4 percent.
  • 5 Cai, Yong, Feng Wang, and Ke Shen. 2018. “Fiscal Implications of Population Aging and Social Sector Expenditure in China.” Population and Development Review 44 (4): 811–31. http://www.jstor.org/stable/45174458.

Saturday, August 26, 2023

BRICS countries: life expectancy at birth from 2000 to 2021

Globally, average life expectancy from birth has risen from 67.6 years in 2000 to 72.75 years in 2020. Of the BRICS countries, life expectancy in Brazil and China has been above the global average during this time, while India's and South Africa's have consistently been below, and Russia's was below until 2017. Life expectancy from birth has risen in all five BRICS countries over these two decades, although there was a drop of almost three years in South Africa between 2000 and 2005, due to the prevalence of HIV/AIDS, and a slight drop of almost half a year in Russia from 2000 to 2003, due to the prevalence of unhealthy lifestyles and alcohol/substance abuse.BRICS countries: life expectancy at birth from 2000 to 2021

Wednesday, August 16, 2023

chinese economy

Специальная китайская операция. 

Компартия КНР переняла российский опыт борьбы с экономическим кризисом


Проблемы экономики - проблемы Си Цзиньпина, поскольку он отвечает за все в стране

У Китая проблемы: доходы не растут, а экономика никак не оживает после ковида, несмотря на все усилия и распоряжения председателя Си Цзиньпина. И вот компартия решила опробовать популярный в России рецепт борьбы с неудачами: запретить говорить о них и не тревожить население плохими новостями.


Во вторник из Китая пришла новая волна неприятных известий о замедлении роста промышленности, розницы и инвестиций — всего через неделю после удручающей июльской статистики, показавшей вялый рост экономики, дефляцию и крупнейшее за годы падение экспорта и импорта.

Но самой ожидаемой цифры в новой порции статистики не оказалось. Вместо данных о безработице среди молодежи власти опубликовали заявление о том, что обнародовать их пока не будут. Сначала их сбор нужно «оптимизировать», сообщил китайский госкомстат.

Все с нетерпением ждали отчета, поскольку рекордный рост молодежной безработицы стал символом проблем китайской экономики. В июне каждый пятый китаец в возрасте от 16 до 24 лет не мог найти работу, и экономисты были уверены, что в июле ситуация лишь ухудшилась.

К китайской экономике — второй по размерам после американской — прикованы все взгляды, поскольку именно она должна была стать мотором восстановления деловой активности в мире в 2023 году после тяжелого 2022-го, отмеченного ковидными локдаунами в Китае и кризисом в Европе из-за агрессии России против Украины и газовой войны Кремля с ЕС.

Однако оценивать ситуацию в Китае экономистам труднее с каждым днем.

Только хорошие новости


Безработица среди молодежи в Китае превышает 21%. А может уже и 25%, но мы об этом не узнаем. Ярмарка вакансий в пекинском торговом центре

Опыт засекречивания статистики у Китая уже был — в пандемию компартия перестала публиковать данные о смертности. Однако экономические показатели до сих пор публиковались исправно, пусть их интерпретация и требовала особых навыков и доступа.

Теперь же, когда экономика тормозит, а у властей не получается оживить ее и вернуться к прежним темпам роста благосостояния, они принялись улучшать имидж выборочной публикацией данных и запретами называть вещи своими именами.

Примерно так же обстоят дела в соседней России, которая связывает свое будущее с Китаем после разрыва с Западом. После вторжения в Украину Кремль засекретил статистику о внешней торговле и добыче нефти и газа, а войну под страхом тюрьмы обязывает называть только «специальной военной операцией». Владимир Путин рапортует об успехах российской экономики, тогда как экономисты говорят о кризисе и рисуют мрачное будущее.

Аналогичные новости поступают из Китая последние несколько месяцев.

Китай ограничил доступ иностранцев к корпоративным реестрам и академическим исследованиям. Новый закон о защите данных усложнил анализ отчетности бизнеса. А новый закон о ценных бумагах запретил «неправильное толкование» китайской политики, законодательства, делового климата и судебной системы.


У премьеров России и Китая схожая аллергическая реакция на негативные новости. Михаил Мишустин и Ли Цян обмениваются опытом в Пекине 24 мая 2023 года

Помимо прямых запретов множатся негласные.

Ведущая западная деловая газета FT поговорила с экономистами, которые работают в Китае советниками, аналитиками и исследователями. Несколько человек подтвердили, что их в последнее время проинструктировали избегать негативных высказываний о китайской экономике.

Советы поступают и от чиновников, и от СМИ, и от работодателей — китайских банков и университетов.

«Регуляторы хотят пресечь негативные публичные комментарии об экономике», — цитирует FT неназванного экономиста, выступающего помимо своей основной работы еще и советником центробанка Китая.

«Власти хотят, чтобы мы интерпретировали плохие новости с положительной стороны», — сказал экономист.

Потемкинские проспекты


Отмывание имиджа китайской экономики — новое веяние.

«В прошлом году можно было без проблем обсуждать и дефляцию, и другие потенциальные проблемы. Теперь такие комментарии ни за что не попадут в эфир», — сказал FT экономист крупного шанхайского финансового учреждения.

Раньше и дефляции не было. А в июле впервые после пандемии потребительские цены снизились, а не ускорились, что указывает на глубинные проблемы китайской экономики и отдаляет цель властей оживить сектор услуг и потребительский спрос.

За месяц до неприятной статистики представитель китайского госкомстата Фу Линхуэй заявил прямо: «В Китае нет и не будет дефляции».

Дефляция немедленно случилась, но экономистам и аналитикам пришлось обсуждать «подавленную инфляцию», в русле новой линии партии.

Юристам Гонконга приходится приукрашивать китайский бизнес-климат

На эвфемизмы переключились и юристы с инвестбанкирами, помогающие китайским компаниям и банкам привлекать капитал. Согласно общепринятой мировой практике, они должны предупреждать потенциальных инвесторов о страновых рисках при размещении акций или облигаций на Гонконгской бирже.

Раньше они делали это прямо. Однако в июле госкомиссия по ценным бумагам на собрании за закрытыми дверями рекомендовала воздержаться от негативных оценок, узнало агентство Reuters. Например, не упоминать «валютный контроль», а говорить об «управлении валютным курсом».

Поскольку без разрешения комиссии провести размещение на бирже невозможно, юристы кинулись переписывать уже готовые проспекты эмиссии (документы, описывающие среди прочего риски эмитента акций или облигаций).

Из одного исчезло упоминание о том, что китайские власти склонны менять правила игры спонтанно и без предупреждения. Теперь там написано, что власти время от времени дополняют и корректируют свою политику, сообщает Reuters со ссылкой на неназванные источники.

В другом документе вместо утверждения о том, что в Китае тяжело добиться выполнения решения арбитража, теперь указано, что китайская судебная система имеет свои особенности и отличается от других юрисдикций.

Сохранить лицо


Ни плохие новости о китайской экономике, ни болезненная чувствительность китайских властей к ним не удивляют экономистов и комментаторов.


Си Цзиньпин затеял перестройку экономики не от хорошей жизни.

Резервы индустриализации, урбанизации, увеличения инвестиций и экспорта исчерпаны. Китай пытается перейти к современной экономике, основанной на потреблении и инновациях, но пока ему мешают застарелые проблемы: пузырь на рынке недвижимости, долговой кризис в регионах, демография, централизованное и идеологизированное госуправление, а также конфликт с Западом, обострившийся после вторжения России в Украину, которое Китай осуждать не собирается.

Перегретый рынок недвижимости - головная боль китайских властей и одна из главных причин нынешних проблем китайской экономики


Торможение экономики не только отдаляет заветную цель Китая сменить США в роли мирового лидера. Оно портит имидж Си, который сосредоточил в своих руках всю власть и остался во главе страны на беспрецедентный третий срок.

Целое поколение китайцев привыкло к тому, что жизнь улучшается год от года, поскольку Китай был мировым рекордсменом экономического роста с начала века. И вот этому чуду пришел конец.

Поскольку за всё в стране отвечает Си Цзиньпин, проблемы экономики — это его проблемы. При таком положении дел желание его подчиненных фильтровать негативные новости о дефляции и безработицы объяснимо.

Экономисты предупреждали, что подобная перестройка ради выхода на качественно новый уровень неизбежно приведет к замедлению роста — болезненному, но необходимому. Вопрос лишь в том, как быстро удастся справиться с кризисом.

Во многом это будет зависеть от политики властей. В отсутствие рыночных и политических реформ в их арсенале остаются госинвестиции и субсидии, но стимулирование обходится все дороже, а результаты все скромнее.

И даже если властям удастся избежать грубых ошибок в политике, для перестройки нужны инвестиции. А для иностранных компаний и фондов, собравшихся вложить деньги в Китай, ключевую роль играет доверие к статистике и возможность анализировать риски на основе правдивой и доступной информации.

Доверие это начинают терять даже правительственные эксперты, утверждает газета FT. Она цитирует двух участников недавней встречи с бывшим главным экономистом ведущего правительственного аналитического центра. Встреча проходила за закрытыми дверями, и на ней высокопоставленный товарищ не только произнес запретное слово «дефляция», но и поделился сомнениями в достоверности официальной статистики.

«Всех это слегка шокировало, — цитирует газета свидетеля происшествия. — Но он прям так вот вслух и сказал».

Wednesday, June 14, 2023

millionaire's migration

китайцы — не дураки, а китайцы

Рекордного исхода миллионеров из России не случилось. 
Её опередил Китай


Консалтинговая компания Henley & Partners и New World Health представили очередной доклад о миграции состоятельных граждан в мире.

По итогам 2022 года наибольшее число миллионеров — около 10,8 тысяч – уехали из Китая. Наибольшее количество прибывших состоятельных лиц зафиксировано в ОАЭ — 5,2 тысяч.

В прошлом году аналитики предсказывали самый массовый исход состоятельных граждан за всю историю страны. Прогнозировалось, что Россию покинут сразу около 15 тысяч долларовых миллионеров — 15% от их общего числа на конец 2021 года. С таким показателем РФ должна была занять первое место в рейтинге по оттоку частного капитала. Но по итогам 2022 года Россию покинули 8,5 тысяч миллионеров — на 43,4% меньше, чем ожидалось, отмечает «Коммерсантъ». Россия по оттоку миллионеров заняла второе место – после Китая.

Friday, June 2, 2023

Internal migration and the marriage market in China

May 29, 2023 Wanru Xiong

After quantifying and comparing the intensity of competition in local marriage markets for unmarried (internal) migrants in their hometown and in their destination place, Wanru Xiong finds that in China, marriage prospects are better for migrant women in their current place of residence than in their hometown, but worse for men.


People migrate in search of a better future, be it for education, employment, love, or a combination of reasons. However, the consequences of migration can be complex and far-reaching. For example, migration that facilitates a match in the labor market might also influence prospects in the marriage market and vice versa (Stark, 1988). While the impact of migration on the labor market is often readily apparent in terms of job opportunities and wages, its effects on the marriage market are less obvious.

According to the 2010 population census in China, a significant proportion of the population at that time (16.2%) were migrants. Of these migrants, 78% of women and 93% of men moved primarily for work, education, or vocational training. This raises the question of how their migration affected their marriage prospects, as well as those of the native population affected by changes in the spatial distribution of potential partners.

Quantifying marriage prospects


In a recent article (Xiong, 2023), I used an extended version of the Availability Ratio (AR), first introduced by Goldman et al. (1984), to measure individual marriage prospects in local marriage markets. The weighted AR takes into account local matching patterns by age, education, and residency status.

The weighted AR is calculated by dividing the weighted number of potentially suitable marital partners for an individual (known as “matches”) by the weighted average number of matches of that individual’s matches (known as “competitors”). The ratio, therefore, measures the average number of matches per competitor. This AR essentially measures the intensity of competition for suitable partners in a given area, with a higher AR indicating a more favorable situation.

For each person in the microdata sample of the 2010 China population census (around 10% of the total population), I calculated an AR based on their current prefecture of residence and a hypothetical AR as the potential outcome for comparison. The hypothetical scenario differs by migration status.

Comparing migrants’ marriage prospects before and after migration


For migrants who do not live in the prefecture of their household registration address (hukou), usually the hometown, I assign the person to the hometown prefecture to calculate an alternative AR, keeping that person’s other traits and everyone else’s residence constant. This AR for migrants thus measures the marriage prospects the migrant would have if he/she returned to the hometown. Comparing this hypothetical AR and the migrant’s current AR after migration reveals changes in marriage prospects for migrants due to migration.

Figure 1 presents box plots of the difference of AR (ΔAR = AR in the current prefecture of residence − AR if the migrant returned to the hometown) by sex, hukou type (urban/rural), and education for unmarried migrants aged 20-34 who moved for labor market reasons. Having a ΔAR greater than zero means that marriage prospects improved after migration. The plots highlight the contrast by sex.
For migrant women, the median of ΔARs is above zero, except for those with urban hukou and junior/senior high school education (5.9% of migrant women), meaning that most of them have a higher AR in their current place of residence than in their hometown. Migrant women with rural hukou increased their ARs via migration more than their peers with urban hukou, except for the least educated. Among migrant women with rural hukou, the better educated had a larger increase in the AR, whereas among those with urban hukou, the least educated gained the most.

The plots look different for migrant men. Migrant men without a college degree mostly experienced a decrease in AR after migration. Within this group, those with rural hukou lost less than those with urban hukou, except for the least educated. In contrast, college-educated migrant men mostly had an increased AR in their current place of residence.

In sum, migrant women, especially those of rural origin, mostly improved their marriage prospects via migration. This was also true for migrant men with a college degree, but not for less educated men.

Comparing marriage prospects with and without migration for natives


For natives who stayed in the prefecture of their household registration address, I calculated a hypothetical AR under the scenario of no migration. I assigned all migrants to their hometown prefecture and kept everything else constant in the calculation. Differences between the real AR and this hypothetical AR for natives thus reflect the impact of internal migration on their marriage prospects.

Figure 2 presents boxplots of differences between migrants’ current AR and the AR assuming no migration for natives (ΔAR’ = AR in the current place of residence − AR assuming all migrants returned to their hukou address) by sex, education, and hukou type.
The plots show that most native women would have had a higher AR if there had been no migration, especially those with rural hukou. This negative externality of internal migration on native women may result from an outflow of potentially marriageable men or an inflow of “competitors” (immigrant women).

The experience for native men varies by education. For those with primary education or less not much would have changed: in both cases, their ARs are low. With internal migration (i.e., in the real case, as opposed to the hypothetical situation of no internal migration) those with junior or senior high school education mostly have slightly higher ARs , whereas those with a college degree are, on average, worse off.

Discussion


The findings highlight a potential trade-off between labor market opportunities and marriage prospects for migrants in China. While migrant men can substitute for native men in the labor market, they may struggle to find suitable partners due to female status hypergamy, particularly those coming from less developed inner regions and working in blue-collar jobs in their new location. As a result, they may have stronger incentives than women to return to their hometowns after working for long enough to accumulate sufficient resources for marriage.

In contrast, migrant women with lower socioeconomic status may be able to improve their marriage prospects by marrying native men in their new location, which could lead to a “bride drain” out of the sending regions. For migrant women, improvements in both the labor market and marriage market are often compatible goals in their migration decision, as evidenced by their increased marriage prospects after migration.

I also found that for non-migrants likewise, marriage prospects can be affected by the spatial redistribution of potential partners, but the impact is relatively small compared to the changes experienced by migrants. These findings underscore the complex dynamics at play in migration and marriage decisions, highlighting the potential challenges in balancing career and personal goals.

References

  • Goldman, Noreen, Charles F. Westoff, and Charles Hammerslough. 1984. “Demography of the marriage market in the United States.” Population Index: 5-25.
  • Stark, Oded. 1988. “Mariage et migration.” European Journal of Population 4: 23-37.
  • Xiong, Wanru. 2023. “Love is Elsewhere: Internal Migration and Marriage Prospects in China.” European Journal of Population 39(1): 6.

Friday, May 19, 2023

new chinese pronatalism

25 мая в очном формате состоится научный семинар Лаборатории экономики народонаселения и демографии Экономического факультета МГУ имени М.В. Ломоносова (ЛЭНД)
 
С докладом по теме

««Общедемографические» и национальные компоненты нового китайского пронатализма»


выступят:
Русанова Нина Евгеньевна, д.э.н., ведущий научный сотрудник ИСЭПН РАН и
Ван Е – выпускник аспирантуры ИСЭПН РАН

Начало семинара в 14 часов, аудитория 441, Экономический факультет МГУ.

Присутствие сотрудников обязательно.

С уважением,

секретариат Лаборатории экономики
народонаселения и демографии
экономического факультета
МГУ имени М.В. Ломоносова
119991 г. Москва, Ленинские Горы д. 1, МГУ, 3-й новый учебный корпус, комн. 454-460
тел. +7 (495) 939-29-93
https://www.econ.msu.ru/departments/cps/

Saturday, March 25, 2023

China's Rise to Russia's Most Important Trade Partner

Today [время не стоит на месте], Chinese President Xi Jinping is visiting Putin in the Kremlin as formal talks take place as part of a three-day visit. With the strength of Sino-Russian under strong focus, this infographic shows how crucial China has become to the Russian economy over the last two decades.

Over this period, Russia has continuously expanded the share of its imports from China. As data from the trade portal Germany Trade & Invest (GTAI) shows, the share of the total value of Russia's imports coming from China was around 24 percent before the start of the war. At the beginning of the millennium, Russia still sourced most of its imports from Germany (13.8 percent).

The most important import goods in 2020 included equipment from the field of communications technology as well as equipment for recording and reproducing images and sound. Russia also imports a lot of office machines and machines for automatic data processing. China, for its part, mainly imports crude oil and petroleum products from Russia.China's Rise to Russia's Most Important Trade Partner

Tuesday, March 7, 2023

China today

1 семья = 1 ребёнок
Сильвия Чанг Китайская служба Би-би-си

Почему многие женщины в Китае отказываются от материнства


В соответствии с новыми статистическими данными, женщины в Китае готовы рожать только одного ребенка, или вообще отказываются от материнства. Би-би-си поговорила с тремя китаянками, попросив их поделиться взглядами на семейную жизнь.

"Я не могу позволить себе ребенка", - говорит Глория. Она замужем, и ей уже за 30.

Она прикинула, что ребенок обойдется ей в 2400 долларов в месяц, и это не считая ее остальных ежемесячных расходов.

"Придется тратить 3000 юаней (436 долларов) на ежедневные расходы, такие как питание. 2000 юаней (291 доллар) на детский сад, 1000 юаней ($145) на оплату неполного рабочего дня няни, если ее услуги потребуются, и не менее 10 тыс. юаней ($1456 долларов) на обучение ребенка", - объясняет она.

Глория работает учителем начальных классов на неполную ставку в провинции Гуандун, расположенной на юге Китая.

В этой части страны средняя зарплата в частном секторе составляет около 6000 юаней в месяц (873 доллара).

А поскольку Глория - единственный ребенок в своей семье (следствие политики "одна семья - один ребенок"), она хочет выплатить ипотеку и начать откладывать деньги на содержание своих стареющих родителей. Пенсии есть не у всех, и забота о стариках часто ложится на их детей.

Уменьшающееся население


Китай оказался в демографической ловушке: после нескольких десятилетий государственной политики, жестко ограничивающей число детей в семье, население страны стало сокращаться - впервые за 60 с лишним лет.


В 2016 году власти КНР разрешили семьям иметь до двух детей, еще через пять лет допустимое количество детей в семье было увеличено до трех.

Но несмотря на отмену ограничений на число детей в семье, большинство женщин готовы рожать только одного ребенка, либо вообще отказываются от материнства.

Согласно недавнему исследованию, проведенному Китайским центром народонаселения и развития, процент бездетных китаянок вырос с 6% в 2015 году до 10% в 2020-м.

Оно также показало, что китайские женщины детородного возраста, даже если и могут позволить себе несколько детей, этого просто не хотят: в 2021 году среднее желаемое количество детей упало до 1,64 по сравнению с 1,76 в 2017-м.

В то время как в других странах юго-восточной Азии, таких как Сингапур, Япония и Южная Корея, коэффициент фертильности тоже ниже двух, большинство женщин говорят, что все-таки хотели бы завести двоих детей. Однако в Китае это не так.

"В этом смысле Китай является исключением, потому что не только фактическая рождаемость невелика, но и желаемое количество детей очень низкое", - говорит доктор Шуан Чен, доцент кафедры международной социальной и государственной политики Лондонской школы экономики и политических наук.

В эти дни в Пекине проходят традиционные "две сессии" - одновременные, но не совместные съезды Народного политического консультативного совещания Китая (НПКСК) и Всекитайского собрания народных представителей (ВСНП). 

На их фоне различные политические советники представляют собственные планы по повышению рождаемости в стране. Идеи выдвигаются самые разнообразные: от помощи незамужним женщинам в том случае, если они захотят заморозить свои яйцеклетки на будущее, до отмены платы за обучение и бесплатные учебники для детей от детского сада до университета.

Есть и другие идеи - например, дать незамужним женщинам и их детям те же права, что женатым родителям и детям, рожденным в браке. Эти изменения уже были введены в провинции Сычуань. Китайское законодательство не запрещает незамужним женщинам рожать детей, но в нем указывается, что, с точки зрения закона, матерью является "женщина, состоящая в браке". Отныне в провинции Сычуань любая незамужняя женщина, если она захочет родить ребенка, может рассчитывать на медицинскую помощь, место для ребенка в школе и социальные выплаты.

Конкуренция с пеленок 


Одна из главных причин, по которой китаянки отказываются от материнства - это высокая стоимость образования и ухода за детьми.

В Китае конкуренция со сверстниками начинается практически сразу после рождения ребенка. Родители пытаются устроить детей в хорошую школу, для чего покупают дома рядом с такими учебными заведениями, а также записывают детей в различные кружки и на внеклассные занятия, большая часть которых стоит денег.

"Я не хочу, чтобы рожденный мною ребенок сразу же окунулся в эту беспощадную конкуренцию", - говорит 22-летняя студентка университета по имени Миа.

Она родилась в небольшом городке на севере Китая и довольно быстро обнаружила, что учеба сфокусирована на успешной сдаче экзаменов. Ей удалось сдать непростой вступительный национальный экзамен и попасть в престижный университет в Пекине. Но даже с получением образования конкуренция не заканчивается, потому что выпускникам китайских университетов приходится конкурировать с теми, у кого были средства для обучения за границей.

"Любое дополнительное образование требует денег, - говорит Миа, которая сомневается, что сумеет зарабатывать достаточно для того, чтобы ее будущие дети могли получить такие возможности. - А если я не могу обеспечить своему ребенку процветание, зачем тогда давать ему жизнь?"

Личная жизнь или карьера? 


Женщины, с которыми поговорили журналисты Китайской службы Би-би-си, рассказывали и о том, что им пришлось выбирать между детьми и карьерой, и в итоге они решили остаться бездетными.

На собеседованиях при приеме на работу их спрашивали, не собираются ли они в ближайшее время рожать детей. Если бы они ответили положительно, шансов получить работу у них было бы меньше, не говоря уже о возможном повышении в дальнейшем.

"Баланс между жизнью и работой - это фактор, на который обращают внимание китайские женщины в высших учебных заведениях, когда размышляют, готовы ли они к рождению ребенка", - сказала Би-би-си Юнь Чжоу, доцент кафедры социологии Мичиганского университета.

"Работа для них - это самореализация, - пояснила она. - На рынке труда и так хватает гендерной дискриминации, и женщинам приходится делать непростой выбор между карьерой и рождением ребенка".

"Эгоистка" и "иностранный агент"


Миа, как и подавляющее большинство ее сверстников, привыкла делиться своими мыслями в соцсетях. Однажды она записала небольшое видео, в котором объяснила, почему собирается остаться бездетной.

К немалому ее удивлению, оно вызвало целый шквал оскорбительных комментариев.

Многие говорили, что она эгоистка. Другие - что она еще слишком молода, поэтому просто не может принимать такие важные решения. "Тебе еще рано подобное говорить, посмотрим, как ты запоешь, когда тебе будет 40!" - было написано в одном комментарии. "Ставлю 10 000 долларов, ты пожалеешь об этом", - гласил другой.

Некоторые дошли до того, что назвали ее "иностранным агентом", который "подстрекает" женщин не рожать. 

В мае 2021 года правительство Китая в очередной раз ослабило контроль над рождаемостью, разрешив семьям иметь до трех детей. Эта мера была принята после того, как по результатам переписи стало известно, что в 2020 году в стране родилось всего 12 млн детей, что является самым низким показателем с 1961 года.

Поэтому-то некоторые граждане Китая и считают, что женщина, отказывающаяся рожать детей, "подводит" страну.

"Это мой личный выбор. Я не говорю, что надо запретить рожать детей. Я уважаю тех, кто этого хочет", - возражает Миа.

"Мне пришлось выдержать настоящее сражение"


Но сражаться с собственной семьей может быть еще сложнее, чем с недоброжелателями в соцсетях.

Семья Юань Сюэпин ожидала, что она выйдет замуж и родит детей, вместо того чтобы учиться

"Мне пришлось нелегко", - рассказывает 34-летняя Юань Сюэпин. Она родилась и выросла в сельской местности, где в семьях от каждой женщины ожидается, что она выйдет замуж и родит мальчика для продолжения рода. Она же с самого начала говорила, что рожать детей не намерена.

Ни она, ни ее старшая сестра не смогли получить высшее образование, несмотря на то, что Сюэпин была одной из лучших учениц в школе. Только их младшему брату родители оплатили обучение в университете.

"Мои родители всегда говорили: "Какой смысл девушке учиться? Рано или поздно ты выйдешь замуж и останешься дома, чтобы воспитывать своих детей", - вспоминает Юань Сюэпин.

Когда ее тетя того же возраста развелась и была вынуждена в одиночестве воспитывать двоих детей, Юань окончательно разочаровалась в замужестве.

"Я больше не верю в институт брака", - говорит она. Юань уехала из дома в город и теперь наслаждается независимостью: "Я читаю и встречаюсь с друзьями в свободное время. Я чувствую себя свободной".

"Лучше поздно, чем никогда". В Сычуани сняли ограничения на число детей в семье

Материал подготовлен при участии Лары Оуэн.

Wednesday, March 1, 2023

China's Population Shift

“It’s Like Trying to Stop a Moving Train.”

Unpacking China’s Population Shift With Demographer Kristin Bietsch

Last Tuesday, major news outlets reported the onset of a demographic crisis in China after the government released data showing that in 2022, for the first time since the 1960s, deaths outnumbered births in the country.

Births in China fell for a sixth straight year, from 10.6 million in 2021 to 9.56 million in 2022, the New York Times reported, while 10.41 million people died. China is growing older, too; by 2035, 400 million of its residents are expected to be over age 60, making up almost a third of its population.

What forces spurred these shifts, and what can China do now to bring on demographic—and therefore economic—prosperity? We talked to Kristin Bietsch, Senior Demographer at Avenir Health, who forecast China’s population growth during her time as a researcher at PRB.

PRB: What's your reaction to this news?

Bietsch: China’s decline in population is not a surprise. In 1991 China’s total fertility rate dropped below replacement level (2.1 children per woman) for the first time, and [it] has never rebounded. Every year since 1950 (when the United Nations modeled estimates begin), more people emigrated from China than migrated to China. While Chinese life expectancy continues to increase, it is not enough to offset the changes due to fertility and migration.

PRB: In 2015 after China ended its one-child policy, your projections were a bit more optimistic in terms of China’s population growth. What was your thinking then?

Bietsch: When I make projections, as demographers always say, “We’re not saying what’s going to happen, we’re saying, 'If these certain things happen, then this will be the outcome.'” I projected population change for several scenarios; if there was a gradual increase to 2 children per woman by 2030, then this would be the effect on the population, if it changed overnight, then this would be the effect. The population was always going to decline, it was just a question of when. It’s like trying to stop a moving train.

PRB: OK, so it wasn’t a surprise—but did the shift happen sooner than you expected?

Bietsch: It did, and I think COVID is a major reason for that. Fertility rates are often lower in times of economic stress because couples or individuals feel uncertain about the future and decide to delay births. Some couples may have these births in the future, but others may forgo these births altogether. Maybe it’s come a few years earlier, but everyone has been expecting this, with China being below replacement fertility for about 30 years.

In demography, when fertility goes below replacement level, you generally have time before the population declines because higher fertility populations look like a pyramid; you have bigger and bigger cohorts at each age group; once fertility declines below replacement, it still takes a long time for the total number of people to decline because you have more and more people of reproductive age who are having children. China has already passed the peak of women of reproductive age, and now women of reproductive age are [having fewer children] than previous cohorts.

And now there are more older people in China, and in general, people are living longer. In a lot of countries, like the United States, we have a large immigrant population, especially people of working age, which helps us keep the working- to retiring-age ratio from declining too quickly. But China is a net emigration country—more people leave than enter—so they don’t have that buffer. Below-replacement fertility for 30 years and net out migration for as long as we have records… It comes down to math. Fewer people are born, older people start dying, and no one is coming in to replace them.

PRB: What challenges is China facing as the age structure of its population shifts from younger to older?

Bietsch: When countries make that shift... Read the full interview in our blog.

Kristin Bietsch, Ph.D., is Senior Demographer at Avenir Health. Her research focuses on fertility rates around the globe. She was formerly a Research Associate at PRB who worked on the World Population Data Sheet.

Follow her on Twitter.



Tuesday, January 31, 2023

Mieux vaut tard que jamais

"Лучше поздно, чем никогда". В Сычуани сняли ограничения на число детей в семье


Несмотря на то, что власти провинции Сычуань сняли какие бы то ни было ограничения на число детей, далеко не факт, что это повысит рождаемость. Многие семьи боятся повышения расходов

Власти китайской провинции Сычуань сняли ограничения на число детей, которых разрешается иметь каждой семье. Это еще одна мера, направленная на борьбу с падением рождаемости в стране.


Более того, правительство провинции постановило, что отныне женщины, родившие ребенка вне брака, также смогут официально его зарегистрировать и получать все те же самые льготы, что и семейные пары.

Китайское законодательство не запрещает незамужним женщинам рожать детей, но в нем указывается, что с точки зрения закона матерью является "женщина, состоящая в браке".

Кроме того, на матерей-одиночек не распространяются льготы, положенные замужним женщинам, вплоть до того, что работодатель может уволить их без какой бы то ни было юридической ответственности.

Отныне в провинции Сычуань любая незамужняя женщина, если она захочет родить ребенка, может рассчитывать на медицинскую помощь, место в школе и денежные выплаты.

Политика "одна семья - один ребенок" была отменена меньше десяти лет назад

Китайские властинесколько лет пытаются изменить негативный демографический тренд, возникший в результате политики "одна семья - один ребенок". В прошлом году население Китая сократилось впервые за 60 лет. Предыдущее сокращение населения было связано с экономическим экспериментом Мао Цзэдуна, так называемым "большим скачком", который привел к повсеместному голоду и повышенной смертности.

23 января 2023 года правительство Китая обнародовало статистические данные, согласно которым в 2022 году в Китае родились 9,56 млн человек, а умерли - 10,41 млн.

Одной из причин отрицательного прироста стало то, что многие жители городов откладывают вступление в брак и рождение детей. По словам главы Национального бюро статистики Китая Кан Йи, "это - результат того, что все меньшее число людей хочет заводить детей, оттягивает вступление в брак и беременность, а также того, что в стране сократилось число женщин детородного возраста".

Последнее также является одним из последствий политики "одна семья - один ребенок". Она была введена в сентябре 1980 года с целью сократить неконтролируемый рост населения страны. Однако одним из ее результатов стало смещение гендерного соотношения населения Китая в пользу мужчин.

Перекос в гендерном соотношении мужчин и женщин привел к тому, что даже если молодые люди и хотят обзаводиться семьей и детьми, то невест на всех не хватает

В китайской традиции предпочтение всегда отдавалось детям мужского пола. Особенно сильна эта тенденция была в сельской местности, поскольку именно сыновья наследуют фамилию семьи и ее имущество, а также несут ответственность за пожилых родителей.

Когда большинство семей было ограничено одним ребенком, рождение девочки во многих случаях стало крайне нежелательным, что привело к тому, что семьи (если им было доступно ультразвуковое исследование) предпочитали делать аборт, чтобы иметь возможность впоследствии получить сына.

Еще одним результатом стало то, что десятки тысяч китайских девочек были удочерены семьями в США и Западной Европе.

Таким образом, в этом поколении разрыв между количеством мужчин и женщин привел к тому, что в Китае образовалась явная нехватка молодых женщин, способных вступить в брак и родить детей.

Если демографическа картина в Китае не поменяется, то через 20 лет треть населения будет старше 60 лет

Ситуация в Сычуани - не самая худшая, однако число людей старше 60 лет в ней составляет 21% от общего населения, что превышает средний показатель по стране - 17,4%. Если демографический тренд не удастся переломить, то к 2040 году цифра вырастет до 28%.

"Не исключено, что мы увидим такой Китай, которого еще никогда не видели, - отметил Ван Фэн, профессор социологии Калифорнийского университета в Ирвине, специализирующийся на демографии Китая. - Он больше не будет ни молодым, ни энергичным, а его население продолжит стареть и сокращаться".

Многие родители говорят, что для них главным ограничением в числе детей является не разрешение или запрет государства, а нехватка денег и доступных услуг по присмотру за детьми

Правительство Сычауани пытается стимулировать рождаемость. Например, в 2021 году один из городов провинции Паньчжихуа стал первым городом Китая, который стал выплачивать субсидии семьям, готовым завести большее число детей.

Однако поначалу, как отметил заместитель мэра города Тан Чжунчжу, город потратил "950 тысяч юаней на пособия для 650 имеющих на них право детей". Под этой формулировкой имеются в виду только официально зарегистрированные дети, родившиеся в законном браке. Спустя три с половиной года это право теперь распространяется на всех детей, вне зависимости от семейного статуса их матерей.

Политика "одна семья-один ребенок", ставшая причиной нынешних проблем Китая, отменялась постепенно. С начала 2016 года всем семьям было разрешено иметь двоих детей, что, однако не привело к устойчивому росту рождаемости, на который надеялись власти.

Политика "одна семья-один ребенок" больнее всего ударила по сельским жителям. Теперь их единственные дети перебрались в города, а в деревнях осталось только стареющее население


Многие семьи не спешили заводить второго ребенка - во-первых, потому что не были уверены, что им хватит денег, во-вторых, потому что в Китае не хватает доступных услуг по уходу за детьми, в-третьих, из-за опасений, что это может негативно сказаться на их карьере. Последнее соображение главным образом касалось женщин.

Кроме того, после десятилетий активной политики по ограничению числа детей многие люди по-прежнему считают, что гораздо предпочтительнее иметь одного ребенка.

Сычуань

Tuesday, January 17, 2023

China’s first population fall since 1961 creates ‘bleaker’ outlook for country

Shift occurring nearly a decade ahead of forecasts heightens concerns over demographic time bomb

 
A woman holds a baby at a local park in Beijing, China. China’s population has shrunk for the first time since 1961.

Helen Davidson in Taipei and agencies Tue 17 Jan 2023

China has entered an “era of negative population growth”, after figures revealed a historic drop in the number of people for the first time since 1961.

The country had 1.41175 billion people at the end of 2022, compared with 1.41260 billion a year earlier, the National Bureau of Statistics said on Tuesday, a drop of 850,000. It marked the beginning of what is expected to be a long period of population decline, despite major government efforts to reverse the trend.

Speaking on the eve of the data’s release, Cai Fang, vice-chairman of the Agriculture and Rural Affairs Committee of the National People’s Congress, said China’s population had reached its peak in 2022, much earlier than expected. “Experts in the fields of population and economics have predicted that by 2022 or no later than 2023, my country will enter an era of negative population growth,” Cai said.

China’s government has for several years been scrambling to encourage people to have more children, and stave off the looming demographic crisis caused by an ageing population. New policies have sought to ease the financial and social burdens of child rearing, or to actively incentivise having children via subsidies and tax breaks. Some provinces or cities have announced cash payments to parents who have a second or third child. Last week the city of Shenzhen announced financial incentives that translate into a total of 37,500 yuan ($5,550) for a three-child family.

However after decades of a one-child policy that punitively discouraged having multiple children, and rising costs of modern living, resistance remains among couples.

At a press conference on Tuesday, Kang Yi, head of the National Bureau of Statistics, said China’s overall labor supply still exceeded demand, and people should not worry about the population decline.

China is on track to be overtaken by India as the world’s most populous nation.

Last year’s birthrate was 6.77 births per 1,000 people, down from a rate of 7.52 births in 2021, marking the lowest birthrate on record. In real numbers, there were more than one million fewer registered births in 2022 than the previous year’s total of 10.62 million.

The country also logged its highest death rate since 1976, registering 7.37 deaths per 1,000 people compared with a rate of 7.18 deaths in 2021.

Cai said China’s social policies needed to be adjusted, including aged care and pensions, a national financial burden which would worsen in the future and impact China’s economic growth.

Online, some Chinese people were unsurprised by the announcement, saying the social pressures which were driving the low birthrate still remained.

“Housing prices, welfare, education, healthcare – reasons why people can’t afford to have children,” said one commenter on Weibo.

“Now who dares to have children, housing prices are so expensive, no one wants to get married and even fall in love, let alone have children,” said another.

“Not talking about raising social security, only talking about raising the fertility rate, it’s all just crap.”

On Tuesday China’s government also announced the GDP had grown 3% in 2022. That figure would mark one of the slowest periods of growth in decades, but was still higher than predicted, prompting some scepticism among analysts given the incredibly stringent zero-Covid658шг restrictions in place during the fourth quarter.

China’s stringent zero-Covid policies that were in place for three years before an abrupt reversal which has overwhelmed medical facilities, have caused further damage to the country’s bleak demographic outlook, population experts have said.

Yi Fuxian, an obstetrics and gynaecology researcher at the University of Wisconsin-Madison and expert on China’s population changes, said the decline in population was occurring almost a decade earlier than the country’s government and the United Nations had projected.

“Meaning that China’s real demographic crisis is beyond imagination and that all of China’s past economic, social, defence, and foreign policies were based on faulty demographic data,” Yi said on Twitter.

“China’s demographic and economic outlook is much bleaker than expected. China will have to undergo a strategic contraction and adjust its social, economic, defence, and foreign policies. China will improve relations with the West.”

India faces deepening demographic divide as it prepares to overtake China as the world’s most populous country

Tuesday, January 3, 2023

Putin misjudged Ukraine

Is the West falling into a similar trap with Russia and China?


A good way to start the New Year: The New York Times and Washington Post have run excellent post mortems on why Russia’s unprovoked invasion of Ukraine has been a disaster so far. The larger question, however, is whether this failed invasion was a surprise. Many countries, particularly the United States, have blundered in using force and starting wars, assuming that its formidable military could not fail.

Why should Russia be immune to similar misjudgments?

Fully understanding Russian President Vladimir Putin’s decisionmaking must be circumstantial. But consider his likely thought process, ironically paralleling that of several American presidents in deciding to go to war. In late 2021, Putin may have been ambivalent about launching a “special military operation (SMO).” But he probably thought his two options were “win-win.”

Either the U.S., NATO and the EU could accept his “demands” for a new strategic framework in Europe, limiting NATO’s expansion eastand preventing Ukraine from joining the alliance. Or, if the allies refused, having already deployed his forces on Ukraine’s borders in a so-called training exercise, an invasion would lead to a quick rout of Ukraine’s forces in the dash to seize Kyiv and other key cities. That the U.S. and NATO immediately rejected even discussion of Putin’s demands infuriated the Russian and likely provoked the decision to invade Ukraine.

After all, how could Russia not succeed? It had modernized its military, organizing its forces into self-contained Battalion Tactical Groups (BTGs) equipped with weapons proven in battle in Syria and elsewhere. With a relatively small force of about 5,000 and a handful of Kalibr cruise missiles, Russia had saved Bashar al Assad’s regime in Syria. It had learned from its bungled South Ossetia operation in 2008 and taken Crimea peacefully in 2014 with “little green men.”

Thus, from Putin’s perspective, while a “slam dunk” was never inevitable, this SMO was not far from that. Yet, so far, the Ukraine war has been Putin’s worst nightmare. Whether Russia can reverse the state of the war with a more competent general in charge and mount a new offensive remain to be seen. But Putin’s errors were not unique to Russia.

America’s defeats in Vietnam, Afghanistan and Iraq after 2003 should have been warnings to Putin. They don’t seem to have been. First, all three wars were deemed in America’s vital interests when they were not. Second, American presidents were overly confident about the capability of their militaries, from President Lyndon Johnson’s order “to nail that coonskin to the wall” to George W. Bush’s “combat operations” in Iraq are over and we “have prevailed.”

Third, the U.S. was grossly wrong in estimating the ability of the enemy to respond and endure as the Viet Cong and North Vietnamese and, later, the Taliban did. After Saddam Hussein’s army was eviscerated in “Iraqi Freedom” in 2003, the Bush administration failed to anticipate the following insurgency. Putin has ignored these lessons.

Putin’s current strategy is to “win by not losing.” His obscene bombing campaign to destroy Ukraine’s power, water and food infrastructure is meant to force Kyiv to capitulate or to accept terms favorable to Moscow. Meanwhile, Russia is rebuilding and restoring a badly mauled army. Ukraine continues to mobilize and train hundreds of thousands of troops to defeat any Russian offensive and recapture as much of the occupied territories as possible.

Predicting how this war ends is what former U.S. Secretary of Defense Donald Rumsfeld called an “unknown unknown.” But deadlock appears among the more likely outcomes. And, as the U.S. persisted in Vietnam for well over a decade, Afghanistan for two decades and still has some forces in Iraq, Russia could be following a similar track.

One conclusion is clear: Without full knowledge and understanding of the conditions in which force is to be used, failure may not be inevitable, but it is extremely likely. Have the U.S. and NATO taken this axiom to heart in thinking through both future strategy and the forces needed for successful execution of that strategy in dealing with the Ukrainian war? Russia did not.

Money is not the answer. Despite an $858 billion U.S. defense budget, how knowledgeable are U.S. senior political civilian and military officials on the strengths and weaknesses of China and Russia, their strategies, leaderships and overall competence to achieve strategic aims? Indeed, is it possible that China’s military prowess has been as exaggerated as Russia’s?

Putin and his generals were flagrantly ignorant about Ukraine. Is the West falling into a similar trap regarding China and Russia? Answering that question is vital.

Harlan Ullman is senior adviser at the Atlantic Council and the prime author of “shock and awe.” His latest book is “The Fifth Horseman and the New MAD: How Massive Attacks of Disruption Became the Looming Existential Danger to a Divided Nation and the World at Large.” Follow him on Twitter @harlankullman.

Wednesday, December 7, 2022

Afghans' Views on International Leadership

It’s been over a year since the United States withdrew its military from Afghanistan. A recent survey conducted by Gallup has captured a snapshot of the sentiments of residents on the ground. Conducted through face-to-face interviews in Dari and Pashto, a random sample of 1,000 adults were spoken to in Afghanistan between July 20 and August 27, 2022.

When asked about the job performance of the leadership of a number of different foreign governments, approval ratings were low overall. Less than one in five respondents approved of the U.S. government’s leadership. This is up 4 percentage points from one year ago, when it hit a record low. Germany, also involved in the withdrawal, saw equally low ratings of 18 percent, with a fall of 7 percentage points from one year prior. Meanwhile China, the main trading partner to engage in trade with the Taliban alongside Pakistan, also saw a fall in approval, dropping by 7 percentage points to only 14 percent.

By comparison, the Islamic countries Saudi Arabia and neighboring Iran, had higher ratings as of August, at 40 percent and 25 percent approval, respectively. Since the question was not asked in these countries in 2021, we do not know if this has increased or decreased since the time of the withdrawal.

In the most recent series of surveys conducted by Gallup, Afghans rated their lives worse than any population has since the first publication of the World Poll. Gallup writer Jay Loschky explains: “Afghans didn’t always view the leadership of other countries unfavorably, but they now find themselves in a seemingly hopeless situation and failed by the international community.”

It is important to note here this chart’s limitations in so far that the data hides details such as the disparities in approval ratings between different ethnic communities within Afghanistan. For instance, where 53 percent of ethnic Hazaras approved of the U.S., only 8 percent of Pashtuns stated the same.Afghans' Views on International Leadership

Friday, October 28, 2022

National Defense Strategy

President Biden has stated that we are living in a “decisive decade,” one stamped by dramatic changes in geopolitics, technology, economics, and our environment. The defense strategy that the United States pursues will set the Department’s course for decades to come. The Department of Defense owes it to our All-Volunteer Force and the American people to provide a clear picture of the challenges we expect to face in the crucial years ahead—and we owe them a clear and rigorous strategy for advancing our defense and security goals.


The 2022 National Defense Strategy (NDS) details the Department’s path forward into that decisive decade—from helping to protect the American people, to promoting global security, to seizing new strategic opportunities, and to realizing and defending our democratic values.


We live in turbulent times. Yet, I am confident that the Department, along with our counterparts throughout the U.S. Government and our Allies and partners around the world, is well positioned to meet the challenges of this decisive decade.


~ Secretary of Defense, Lloyd J. Austin III


On October 27, 2022, the Department of Defense publicly released our unclassified National Defense Strategy (NDS), a Congressionally-mandated review. This strategy sets the strategic direction of the Department to support U.S. national security priorities, and flows directly from President Biden's National Security Strategy. The National Defense Strategy includes the Nuclear Posture Review (NPR) and the Missile Defense Review (MDR).

The Nuclear Posture Review is a legislatively-mandated review that describes U.S. nuclear strategy, policy, posture, and forces. The Missile Defense Review is a review conducted pursuant to guidance from the President and the Secretary of Defense, while also addressing the legislative requirement to assess U.S. missile defense policy and strategy.

Read the full National Defense Strategy (NDS)


вполне вероятно: не будет работать без впн

Wednesday, October 5, 2022

the 2nd DT in PRC?

Announcing a forthcoming special issue of the China Population and Development Studies on the applicability and evidence of the Second Demographic Transition in Asian contexts. The issue is edited by Baochang Gu, Stuart Gietel-Basten and myself [Ron Lesthaeghe, emeritus prof. Vrije Univ. Brussels // Kon. Vlaamse Academie van België/ Royal Flemish Academy of Belgium Arts & Sciences.Bredene, Flemish Region, Belgium]. It contains three commentaries and four country-specific articles on Japan, P.R. China, Indonesia and India. Further articles on SDT aspects will be forthcoming in subsequent issues of CPDS.

Attached here is the abstract of my introductory commentary
[камент см по ссылке, извиняюсь за грубое слово]

Saturday, August 6, 2022

Taiwan’s Thinly Weaved Diplomatic Web

The past week has been one of suspense as U.S. Speaker of the House Nancy Pelosi deliberated over whether or not to stop in Taiwan on her tour of Asia. After arriving, the US legislator said that the United States "will not abandon" the island, which is autonomous and democratically governed, but as a part of China is at risk of having that right revoked. With the Russian War in Ukraine and the Chinese government’s relatively restrained stance on the issue, many international analysts wonder whether Beijing plans to regain control of the province, only separated from mainland China by the Strait of Taiwan.

With the power that China holds on the international stage, the Taiwanese government can only count on the official support of a few small states around the world. Currently, only 14 independent countries recognize the Taipei government and dare to challenge mainland China's position by establishing diplomatic relations with the island, according to Taiwan's Ministry of Foreign Affairs. The majority (eight states) are located in Latin America and the Caribbean, including Paraguay, Guatemala, Honduras and Haiti. Taiwan's other four allies are island nations in Southeast Asia, namely Nauru, Palau, Tuvalu and the Marshall Islands. This list is rounded off with the Kingdom of Eswatini [страна между Мозамбиком и Южной Африкой, бывший Свазиленд], located in Africa, and the Vatican City State, in Europe.Taiwan’s Thinly Weaved Diplomatic Web

Monday, March 14, 2022

The Weakness of the Despot

An expert on Stalin discusses Putin, Russia, and the West.


By David Remnick March 11, 2022

“The shock is that so much has changed, and yet we’re still seeing this pattern that they can’t escape from,” the Russia expert Stephen Kotkin says.


Stephen Kotkin is one of our most profound and prodigious scholars of Russian history. His masterwork is a biography of Josef Stalin. So far he has published two volumes––“Paradoxes of Power, 1878-1928,” which was a finalist for the Pulitzer Prize, and “Waiting for Hitler, 1929-1941.” A third volume will take the story through the Second World War; Stalin’s death, in 1953; and the totalitarian legacy that shaped the remainder of the Soviet experience. Taking advantage of long-forbidden archives in Moscow and beyond, Kotkin has written a biography of Stalin that surpasses those by Isaac Deutscher, Robert Conquest, Robert C. Tucker, and countless others.

Kotkin has a distinguished reputation in academic circles. He is a professor of history at Princeton University and a senior fellow at the Hoover Institution, at Stanford University. He has myriad sources in various realms of contemporary Russia: government, business, culture. Both principled and pragmatic, he is also more plugged in than any reporter or analyst I know. Ever since we met in Moscow, many years ago––Kotkin was doing research on the Stalinist industrial city of Magnitogorsk––I’ve found his guidance on everything from the structure of the Putin regime to its roots in Russian history to be invaluable.

Earlier this week, I spoke with Kotkin about Putin, the invasion of Ukraine, the American and European response, and what comes next, including the possibility of a palace coup in Moscow. Our conversation, which appears in the video above, has been edited for length and clarity. [обещаное видео по ссылке, которая в дате спрятана, — вставлять видео не умею]

We’ve been hearing voices both past and present saying that the reason for what has happened is, as George Kennan put it, the strategic blunder of the eastward expansion of nato. The great-power realist-school historian John Mearsheimer insists that a great deal of the blame for what we’re witnessing must go to the United States. I thought we’d begin with your analysis of that argument.

I have only the greatest respect for George Kennan. John Mearsheimer is a giant of a scholar. But I respectfully disagree. The problem with their argument is that it assumes that, had nato not expanded, Russia wouldn’t be the same or very likely close to what it is today. What we have today in Russia is not some kind of surprise. It’s not some kind of deviation from a historical pattern. Way before nato existed—in the nineteenth century—Russia looked like this: it had an autocrat. It had repression. It had militarism. It had suspicion of foreigners and the West. This is a Russia that we know, and it’s not a Russia that arrived yesterday or in the nineteen-nineties. It’s not a response to the actions of the West. There are internal processes in Russia that account for where we are today.

I would even go further. I would say that nato expansion has put us in a better place to deal with this historical pattern in Russia that we’re seeing again today. Where would we be now if Poland or the Baltic states were not in nato? They would be in the same limbo, in the same world that Ukraine is in. In fact, Poland’s membership in nato stiffened nato’s spine. Unlike some of the other nato countries, Poland has contested Russia many times over. In fact, you can argue that Russia broke its teeth twice on Poland: first in the nineteenth century, leading up to the twentieth century, and again at the end of the Soviet Union, with Solidarity. So George Kennan was an unbelievably important scholar and practitioner—the greatest Russia expert who ever lived—but I just don’t think blaming the West is the right analysis for where we are.

When you talk about the internal dynamics of Russia, it brings to mind a piece that you wrote for Foreign Affairs, six years ago, which began, “For half a millennium, Russian foreign policy has been characterized by soaring ambitions that have exceeded the country’s capabilities. Beginning with the reign of Ivan the Terrible in the sixteenth century, Russia managed to expand at an average rate of fifty square miles per day for hundreds of years, eventually covering one-sixth of the earth’s landmass.” You go on to describe three “fleeting moments” of Russian ascendancy: first during the reign of Peter the Great, then Alexander I’s victory over Napoleon, and then, of course, Stalin’s victory over Hitler. And then you say that, “these high-water marks aside, however, Russia has almost always been a relatively weak great power.” I wonder if you could expand on that and talk about how the internal dynamics of Russia have led to the present moment under Putin.

We had this debate about Iraq. Was Iraq the way it was because of Saddam, or was Saddam the way he was because of Iraq? In other words, there’s the personality, which can’t be denied, but there are also structural factors that shape the personality. One of the arguments I made in my Stalin book was that being the dictator, being in charge of Russian power in the world in those circumstances and in that time period, made Stalin who he was and not the other way around.

Russia is a remarkable civilization: in the arts, music, literature, dance, film. In every sphere, it’s a profound, remarkable place––a whole civilization, more than just a country. At the same time, Russia feels that it has a “special place” in the world, a special mission. It’s Eastern Orthodox, not Western. And it wants to stand out as a great power. Its problem has always been not this sense of self or identity but the fact that its capabilities have never matched its aspirations. It’s always in a struggle to live up to these aspirations, but it can’t, because the West has always been more powerful.

Russia is a great power, but not the great power, except for those few moments in history that you just enumerated. In trying to match the West or at least manage the differential between Russia and the West, they resort to coercion. They use a very heavy state-centric approach to try to beat the country forward and upwards in order, militarily and economically, to either match or compete with the West. And that works for a time, but very superficially. Russia has a spurt of economic growth, and it builds up its military, and then, of course, it hits a wall. It then has a long period of stagnation where the problem gets worse. The very attempt to solve the problem worsens the problem, and the gulf with the West widens. The West has the technology, the economic growth, and the stronger military.

The worst part of this dynamic in Russian history is the conflation of the Russian state with a personal ruler. Instead of getting the strong state that they want, to manage the gulf with the West and push and force Russia up to the highest level, they instead get a personalist regime. They get a dictatorship, which usually becomes a despotism. They’ve been in this bind for a while because they cannot relinquish that sense of exceptionalism, that aspiration to be the greatest power, but they cannot match that in reality. Eurasia is just much weaker than the Anglo-American model of power. Iran, Russia, and China, with very similar models, are all trying to catch the West, trying to manage the West and this differential in power.

What is Putinism? It’s not the same as Stalinism. It’s certainly not the same as Xi Jinping’s China or the regime in Iran. What are its special characteristics, and why would those special characteristics lead it to want to invade Ukraine, which seems a singularly stupid, let alone brutal, act?

Yes, well, war usually is a miscalculation. It’s based upon assumptions that don’t pan out, things that you believe to be true or want to be true. Of course, this isn’t the same regime as Stalin’s or the tsar’s, either. There’s been tremendous change: urbanization, higher levels of education. The world outside has been transformed. And that’s the shock. The shock is that so much has changed, and yet we’re still seeing this pattern that they can’t escape from.

You have an autocrat in power—or even now a despot—making decisions completely by himself. Does he get input from others? Perhaps. We don’t know what the inside looks like. Does he pay attention? We don’t know. Do they bring him information that he doesn’t want to hear? That seems unlikely. Does he think he knows better than everybody else? That seems highly likely. Does he believe his own propaganda or his own conspiratorial view of the world? That also seems likely. These are surmises. Very few people talk to Putin, either Russians on the inside or foreigners.

And so we think, but we don’t know, that he is not getting the full gamut of information. He’s getting what he wants to hear. In any case, he believes that he’s superior and smarter. This is the problem of despotism. It’s why despotism, or even just authoritarianism, is all-powerful and brittle at the same time. Despotism creates the circumstances of its own undermining. The information gets worse. The sycophants get greater in number. The corrective mechanisms become fewer. And the mistakes become much more consequential.

Putin believed, it seems, that Ukraine is not a real country, and that the Ukrainian people are not a real people, that they are one people with the Russians. He believed that the Ukrainian government was a pushover. He believed what he was told or wanted to believe about his own military, that it had been modernized to the point where it could organize not a military invasion but a lightning coup, to take Kyiv in a few days and either install a puppet government or force the current government and President to sign some paperwork.

But think about the Prague Spring, in August, 1968. Leonid Brezhnev sent in the tanks of the Warsaw Pact to halt “socialism with a human face,” the communist reform movement of Alexander Dubček. Brezhnev kept telling Dubček, Stop it. Don’t do that. You’re ruining communism. And, if you don’t stop, we will come in. Brezhnev comes in, and they take Dubček and the other leaders of Czechoslovakia back to Moscow. They don’t have a puppet regime to install. In the Kremlin, Brezhnev is asking Dubček, after having sent the tanks in and capturing him, what should they do now? It looks ridiculous, and it was ridiculous. But, of course, it was based upon miscalculations and misunderstandings. And so they sent Dubček back to Czechoslovakia, and he stayed in power [until April, 1969], after the tanks had come in to crush the Prague Spring.

One other example is what happened in Afghanistan, in 1979. The Soviet Union did not invade Afghanistan. It did a coup in Afghanistan, sending special forces into the capital of Kabul. It murdered the Afghan leadership and installed a puppet, Babrak Karmal, who had been hiding in exile in Czechoslovakia. It was a total success because Soviet special forces were really good. But, of course, they decided they might need some security in Afghanistan for the new regime. So they sent in all sorts of Army regiments to provide security and ended up with an insurgency and with a ten-year war that they lost.

With Ukraine, we have the assumption that it could be a successful version of Afghanistan, and it wasn’t. It turned out that the Ukrainian people are brave; they are willing to resist and die for their country. Evidently, Putin didn’t believe that. But it turned out that “the television President,” Zelensky, who had a twenty-five-per-cent approval rating before the war—which was fully deserved, because he couldn’t govern—now it turns out that he has a ninety-one-per-cent approval rating. It turned out that he’s got cojones. He’s unbelievably brave. Moreover, having a TV-production company run a country is not a good idea in peacetime, but in wartime, when information war is one of your goals, it’s a fabulous thing to have in place.

The biggest surprise for Putin, of course, was the West. All the nonsense about how the West is decadent, the West is over, the West is in decline, how it’s a multipolar world and the rise of China, et cetera: all of that turned out to be bunk. The courage of the Ukrainian people and the bravery and smarts of the Ukrainian government, and its President, Zelensky, galvanized the West to remember who it was. And that shocked Putin! That’s the miscalculation.

How do you define “the West”?

The West is a series of institutions and values. The West is not a geographical place. Russia is European, but not Western. Japan is Western, but not European. “Western” means rule of law, democracy, private property, open markets, respect for the individual, diversity, pluralism of opinion, and all the other freedoms that we enjoy, which we sometimes take for granted. We sometimes forget where they came from. But that’s what the West is. And that West, which we expanded in the nineties, in my view properly, through the expansion of the European Union and nato, is revived now, and it has stood up to Vladimir Putin in a way that neither he nor Xi Jinping expected.

If you assumed that the West was just going to fold, because it was in decline and ran from Afghanistan; if you assumed that the Ukrainian people were not for real, were not a nation; if you assumed that Zelensky was just a TV actor, a comedian, a Russian-speaking Jew from Eastern Ukraine—if you assumed all of that, then maybe you thought you could take Kyiv in two days or four days. But those assumptions were wrong.

Let’s discuss the nature of the Russian regime. Putin came in twenty-three years ago, and there were figures called the oligarchs from the Yeltsin years, eight or nine of them. Putin read them the riot act, saying, You can keep your riches, but stay out of politics. Those who kept their nose in politics, like Mikhail Khodorkovsky, were punished, sent to prison. Others left the country with as much of their fortune as possible. But we still talk about oligarchs. What is the nature of the regime and the people who are loyal to it? Who is important?

It’s a military-police dictatorship. Those are the people who are in power. In addition, it has a brilliant coterie of people who run macroeconomics. The central bank, the finance ministry, are all run on the highest professional level. That’s why Russia has this macroeconomic fortress, these foreign-currency reserves, the “rainy day” fund. It has reasonable inflation, a very balanced budget, very low state debt—twenty per cent of G.D.P., the lowest of any major economy. It had the best macroeconomic management.

So you have a military-police dictatorship in charge, with a macroeconomic team running your fiscal, military state. Those people are jockeying over who gets the upper hand. For macroeconomic stability, for economic growth, you need decent relations with the West. But, for the military security part of the regime, which is the dominant part, the West is your enemy, the West is trying to undermine you, it’s trying to overthrow your regime in some type of so-called color revolution. What happened is that the balance between those groups shifted more in favor of the military security people––let’s call it the thuggish part of the regime. And, of course, that’s where Putin himself comes from.

The oligarchs were never in power under Putin. He clipped their wings. They worked for him. If they didn’t work for him, they could lose their money. He rearranged the deck chairs. He gave out the money. He allowed expropriation by his own oligarchs, people who grew up with him, who did judo with him, who summered with him. The people who were in the K.G.B. with him in Leningrad back in the day, or in post-Soviet St. Petersburg––those people became oligarchs and expropriated the property to live the high life. Some of the early Yeltsin-era people were either expropriated, fled, or were forced out. Putin built a regime in which private property, once again, was dependent on the ruler. Everybody knew this. If they didn’t know, they learned the lesson the hard way.

Sadly, this encouraged people all up and down the regime to start stealing other people’s businesses and property. It became a kind of free-for-all. If it was good enough for Putin and his cronies, it’s good enough for me as the governor of Podunk province. The regime became more and more corrupt, less and less sophisticated, less and less trustworthy, less and less popular. It hollowed out. That’s what happens with dictatorships.

But such people and such a regime, it seems to me, would care above all about wealth, about the high life, about power. Why would they care about Ukraine?

It’s not clear that they do. We’re talking, at most, about six people, and certainly one person as the decision-maker. This is the thing about authoritarian regimes: they’re terrible at everything. They can’t feed their people. They can’t provide security for their people. They can’t educate their people. But they only have to be good at one thing to survive. If they can deny political alternatives, if they can force all opposition into exile or prison, they can survive, no matter how incompetent or corrupt or terrible they are.

And yet, as corrupt as China is, they’ve lifted tens of millions of people out of extreme poverty. Education levels are rising. The Chinese leaders credit themselves with enormous achievements.

Who did that? Did the Chinese regime do that? Or Chinese society? Let’s be careful not to allow the Chinese Communists to expropriate, as it were, the hard labor, the entrepreneurialism, the dynamism of millions and millions of people in that society. You know, in the Russian case, Navalny was arrested—

This is Alexey Navalny, Putin’s most vivid political rival, who was poisoned by the F.S.B. and is now in prison.

Yes. He was imprisoned in the run-up to the invasion of Ukraine. In retrospect, it could well be that this was a preparation for the invasion, the way that Ahmad Shah Massoud, for example, was blown up in Northern Afghanistan [by Al Qaeda] right before the Twin Towers came down.

You have the denial of alternatives, the suppression of any opposition, arrest, exile, and then you can prosper as an élite, not with economic growth but just with theft. And, in Russia, wealth comes right up out of the ground! The problem for authoritarian regimes is not economic growth. The problem is how to pay the patronage for their élites, how to keep the élites loyal, especially the security services and the upper levels of the officer corps. If money just gushes out of the ground in the form of hydrocarbons or diamonds or other minerals, the oppressors can emancipate themselves from the oppressed. The oppressors can say, we don’t need you. We don’t need your taxes. We don’t need you to vote. We don’t rely on you for anything, because we have oil and gas, palladium and titanium. They can have zero economic growth and still live very high on the hog.

There’s never a social contract in an authoritarian regime, whereby the people say, O.K., we’ll take economic growth and a higher standard of living, and we’ll give up our freedom to you. There is no contract. The regime doesn’t provide the economic growth, and it doesn’t say, Oh, you know, we’re in violation of our promise. We promised economic growth in exchange for freedom, so we’re going to resign now because we didn’t fulfill the contract.

What accounts for the “popularity” of an authoritarian regime like Putin’s?

They have stories to tell. And, as you know, stories are always more powerful than secret police. Yes, they have secret police and regular police, too, and, yes, they’re serious people and they’re terrible in what they’re doing to those who are protesting the war, putting them in solitary confinement. This is a serious regime, not to be taken lightly. But they have stories. Stories about Russian greatness, about the revival of Russian greatness, about enemies at home and enemies abroad who are trying to hold Russia down. And they might be Jews or George Soros or the I.M.F. and nato. They might be all sorts of enemies that you just pull right off the shelf, like a book.

We think of censorship as suppression of information, but censorship is also the active promotion of certain kinds of stories that will resonate with the people. The aspiration to be a great power, the aspiration to carry out a special mission in the world, the fear and suspicion that outsiders are trying to get them or bring them down: those are stories that work in Russia. They’re not for everybody. You know many Russians who don’t buy into that and know better. But the Putin version is powerful, and they promote it every chance they get.

The West has decided, for obvious reasons, not to go to war with Russia, not to have a no-fly zone. Economic sanctions have proved more comprehensive and more powerful than maybe people had anticipated some weeks ago. But it seems that the people who these are aimed at most directly will be able to absorb them.

Sanctions are a weapon that you use when you don’t want to fight a hot war because you’re facing a nuclear power. It’s one thing to bomb countries in the Middle East that don’t have nuclear weapons; it’s another thing to contemplate bombing Russia or China in the nuclear age. It’s understandable that economic sanctions, including really powerful ones, are the tools that we reach for.

We are also, however, arming the Ukrainians to the teeth. And there’s a great deal of stuff happening in the cyber realm that we don’t know anything about because the people who are talking don’t know, and the people who know are not talking. And there is quite a lot of armed conflict, thanks to the courage of the Ukrainians and the response and logistics of nato, with Washington, of course, leading them.

We don’t know yet how the sanctions are going to work. The sanctions often inflict the greatest pain on the civilian population. Regimes can sometimes survive sanctions because they can just steal more internally. If you expropriate somebody’s bank account in London or Frankfurt or New York, well, there’s a source where that came from originally, and they can go back inside Russia and tap that source again, unfortunately. Putin doesn’t have money abroad that we can just sanction or expropriate. Putin’s money is the entire Russian economy. He doesn’t need to have a separate bank account, and he certainly wouldn’t keep it vulnerable in some Western country.

The biggest and most important sanctions are always about technology transfer. It’s a matter of starving them of high tech. If, over time, through the Commerce Department, you deny them American-made software, equipment, and products, which affects just about every important technology in the world, and you have a target and an enforceable mechanism for doing that, you can hurt this regime and create a technology desert.

In the meantime, though, we saw what Russian forces did to Grozny in 1999-2000; we saw what they did to Aleppo. For Russia, if precision doesn’t work, they will decimate cities. That is what we’re seeing now in Kharkiv and in other parts of Ukraine. And it’s only just begun, potentially.

Russia has a lot of weapons that they haven’t used yet, but there are a couple of factors here. First of all, Ukraine is winning this war only on Twitter, not on the battlefield. They’re not winning this war. Russia is advancing very well in the south, which is an extremely valuable place because of the Black Sea littoral and the ports. They are advancing in the east. If the southern and eastern advances meet up, they will encircle and cut off the main forces of the Ukrainian Army. What’s failed so far is the Russian attempt to take Kyiv in a lightning advance. Otherwise, their war is unfolding well. It’s only a couple of weeks in; wars last much longer.

But here are some of the considerations: after three or four weeks of war, you need a strategic pause. You have to refit your armor, resupply your ammo and fuel depots, fix your planes. You have to bring in reserves. There’s always a planned pause after about three to four weeks.

If Kyiv can hold out through that pause, then potentially it could hold out for longer than that, because it can be resupplied while the Russians are being resupplied during their pause. Moreover, the largest and most important consideration is that Russia cannot successfully occupy Ukraine. They do not have the scale of forces. They do not have the number of administrators they’d need or the coöperation of the population. They don’t even have a Quisling yet.

Think about all those Ukrainians who would continue to resist. The Nazis came into Kyiv, in 1940. They grabbed all the luxury hotels, but days later those hotels started to blow up. They were booby-trapped. If you’re an administrator or a military officer in occupied Ukraine and you order a cup of tea, are you going to drink that cup of tea? Do you want to turn the ignition on in your car? Are you going to turn the light switch on in your office? All it takes is a handful of assassinations to unsettle the whole occupation.

Let’s take the story back to Moscow. We know the story of how Tsar Paul I was assassinated by people around him. Khrushchev was overthrown and replaced, eventually, by Brezhnev. Under Putin, is there any possibility of a palace coup?

There is always a possibility of a palace coup. There are a couple of issues here. One is that [the West is] working overtime to entice a defection. We want a high-level security official or a military officer to get on a plane and fly to Helsinki or Brussels or Warsaw and hold a press conference and say, “I’m General So-and-So and I worked in the Putin regime and I oppose this war and I oppose this regime. And here’s what the inside of that regime looks like.”

At the same time, Putin is working overtime to prevent any such defection while our intelligence services are working overtime to entice just such a defection––not of cultural figures, not former politicians but current security and military officials inside the regime. This happened under Stalin, when General Genrikh Lyushkov of the secret police defected to the Japanese, in 1938, with Stalin’s military and security plans and a sense of the regime. He denounced him at a press conference in Tokyo.

So now we’re watching Moscow. What are the dynamics there with the regime? You have to remember that these regimes practice something called “negative selection.” You’re going to promote people to be editors, and you’re going to hire writers, because they’re talented; you’re not afraid if they’re geniuses. But, in an authoritarian regime, that’s not what they do. They hire people who are a little bit, as they say in Russian, tupoi, not very bright. They hire them precisely because they won’t be too competent, too clever, to organize a coup against them. Putin surrounds himself with people who are maybe not the sharpest tools in the drawer on purpose.

That does two things. It enables him to feel more secure, through all his paranoia, that they’re not clever enough to take him down. But it also diminishes the power of the Russian state because you have a construction foreman who’s the defense minister [Sergei Shoigu], and he was feeding Putin all sorts of nonsense about what they were going to do in Ukraine. Negative selection does protect the leader, but it also undermines his regime.

But, again, we have no idea what’s going on inside. We hear chatter. There’s a lot of amazing intelligence that we’re collecting, which is scaring the Chinese, making them worry: Do we have that level of penetration of their élites as well? But the chatter is by people who don’t have a lot of face time with Putin, talking about how he might be crazy. Always, when you miscalculate, when your assumptions are bad, people think you’re crazy. Putin pretends to be crazy in order to scare us and to gain leverage.

Do you think that’s the case with this nuclear threat?

I think there’s no doubt that this is what he’s trying to do. The problem is, we can’t assume it’s a bluff. We can’t assume it’s a pose of being crazy, because he has the capability; he can push the button.

Steve, Sun Tzu, the Chinese theorist of war, wrote that you must always build your opponent a “golden bridge” so that he can find a way to retreat. Can the United States and nato help build a way for Russia to end this horrific and murderous invasion before it grows even worse?

You hit the nail on the head. That’s a brilliant quote. We have some options here. One option is he shatters Ukraine: if I can’t have it, nobody can have it, and he does to Ukraine what he did to Grozny or Syria. That would be an unbelievable, tragic outcome. That’s the pathway we’re on now.

Even if the Ukrainians succeed in their insurgency, in their resistance, there will be countless deaths and destruction. We need a way to avoid that kind of outcome. That would mean catalyzing a process to engage Putin in discussion with, say, the President of Finland, whom he respects and knows well, or the Israeli Prime Minister, who has been in contact with him; less probably, with the Chinese leadership, with Xi Jinping. Someone to engage him in some type of process where he doesn’t have maximalist demands and it stalls for time, for things to happen on the ground, that rearrange the picture of what he can do.

It’s not as if we’re not trying. The Finns know Russia better than any country in the world. Israel is another good option, potentially, depending on how skillful Naftali Bennett proves to be. And then China, the long shot, where they’re paying a heavy price and their élites below Xi Jinping understand that. There’s now quite a lot of worry inside the Chinese élites, but Xi Jinping is in charge and has a personal relationship with Putin. Xi has thrown in his lot with Putin. But how long that goes on depends upon whether the Europeans begin to punish the Chinese. The Europeans are their biggest trading partner.

The Chinese are watching this very closely. They’re watching (a) our intelligence penetration, (b) the mistakes of a despotism, and (c) the costs that you have to pay as the U.S. and European private companies cancel Russia up and down. Xi Jinping, who is heading for an unprecedented third term in the fall, needed this like a hole in the head. But now he owns it.

Finally, there’s another card that we’ve been trying to play: the Ukrainian resistance on the ground and our resupply of the Ukrainians in terms of arms and the sanctions. All of that could help change the calculus. Somehow, we have to keep at it with all the tools that we have––pressure but also diplomacy.

Finally, you’ve given credit to the Biden Administration for reading out its intelligence about the coming invasion, for sanctions, and for a kind of mature response to what’s happening. What have they gotten wrong?

They’ve done much better than we anticipated based upon what we saw in Afghanistan and the botched run-up on the deal to sell nuclear submarines to the Australians. They’ve learned from their mistakes. That’s the thing about the United States. We have corrective mechanisms. We can learn from our mistakes. We have a political system that punishes mistakes. We have strong institutions. We have a powerful society, a powerful and free media. Administrations that perform badly can learn and get better, which is not the case in Russia or in China. It’s an advantage that we can’t forget.

The problem now is not that the Biden Administration made mistakes; it’s that it’s hard to figure out how to de-escalate, how to get out of the spiral of mutual maximalism. We keep raising the stakes with more and more sanctions and cancellations. There is pressure on our side to “do something” because the Ukrainians are dying every day while we are sitting on the sidelines, militarily, in some ways. (Although, as I said, we’re supplying them with arms, and we’re doing a lot in cyber.) The pressure is on to be maximalist on our side, but, the more you corner them, the more there’s nothing to lose for Putin, the more he can raise the stakes, unfortunately. He has many tools that he hasn’t used that can hurt us. We need a de-escalation from the maximalist spiral, and we need a little bit of luck and good fortune, perhaps in Moscow, perhaps in Helsinki or Jerusalem, perhaps in Beijing, but certainly in Kyiv.

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