MoscowThis week's visit to Russia by President Jiang Zemin of China, following
that of President George W. Bush and immediately after the Almaty summit, has
illustrated the extent to which Russia, the West and China are now tied together
by fear of Muslim militancy. The acceptance by Moscow and Beijing of a U.S.
military presence in Central Asia is testimony to their worries, as is the
existence of the Shanghai Cooperation Organization comprising China, Russia and
the Central Asian states and Jiang's trip.
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This concern has paid short-term
dividends: For the West it has meant progress on nuclear arms reduction,
Russia's grudging acceptance of eastward expansion by NATO and the EU, and of
Washington's ending of the ABM agreement; for Russia it has brought Western
tolerance of oppressions in Chechnya; for the Central Asians tolerance of
despotism; and for Beijing a dilution of U.S. anti-China sentiment. But it is a
negative bond, already under stress as the regional focus has shifted from
Afghanistan to Kashmir.
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For Russia, the bond needs to be replaced
with something more constructive if there is not to be a domestic reaction
against President Vladimir Putin's accommodations with the West. Reaction would
have major negative consequences for domestic economic reform as well as
international relations.
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Thus far, Putin's domestic successes have
enabled him to conduct a foreign policy which is widely unpopular. Perceptions
of humiliation over the Baltics and Central Asia and resentment at U.S. pressure
over Iran, a friendly neighbor despite religion, are for now overshadowed by
improving standards of governance, the reining in of the robber barons created
by privatization, a reviving economy and Putin's image as a leader who can more
than hold his own with Bush and Jiang.
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In short, he is still mostly trusted to
be doing his best, with few cards, to represent Russian interests. But so far he
has received little from the West for the favors which Russian weakness has
forced him to grant. Putin seems to recognize that his political future relies
heavily on his ability to maintain the recovery of the Russian economy. So far,
he has had the good fortune to enjoy the benefits of the 1998 devaluation, the
bottoming out of the post-Soviet industrial collapse, and a pick up in oil
prices. The economy grew an average 6 percent a year from 1999 to 2001.
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But the pace is slowing. To sustain
recovery Russia needs a lot more investment, and trade. Last week the European
Union took a small step to encourage trade with Russia by acknowledging it to be
a market economy, and thus not so easily subject to anti-dumping measures. But
Washington has conspicuously failed to do the same. Russian membership in the
World Trade Organization is still distant. China, for one, may be quietly
obstructive, suspecting that WTO membership would strengthen Russia's ties with
the West and weaken the other bond between China and Russia – resentment of the
United States.
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Investment has only partly recovered
despite the huge potential in resources and consumer goods. Industry is now
operating at close to capacity. The World Bank estimates that reforms would
generate investment enabling the economy to grow at 4 to 6 percent even with
lower oil prices. Otherwise it could slip back to 1 to 2 percent, a miserable
level given that incomes are extraordinarily low for such a resource-rich,
well-educated nation.
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Investment is picking up as conditions
become more stable. There has been a sharp decline in capital flight.Some of the
estimated $130 billion that Russians have shipped offshore may return. But
bureaucracy, power struggles in the regions and the vested interests of the new
oligarchs still militate against investment and the creation of internationally
competitive industries.
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Failure to modernize the economy will
make relations with a prosperous Europe increasingly difficult. Failure to
develop the Far East will have implications vis-à-vis a China whose territorial
expansion has historically been led by work-seeking settlers. Yet Russia is now
at a juncture where it could grow very rapidly, catching up with Europe in the
same way that poor Europe caught up with rich Europe under the stimulus of EU
trade and capital flows.
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Proud, cut off, confused about its own
future, resentful of others' successes, Russia is not an easy partner. But more
focus on economic issues and less on Islamic and strategic questions are the
best investment the West could make in the future of Russia, and indeed of
Europe itself.