D (27:23)
Yes. Hi, everybody. Good evening. It's really great here to be back at the LSE where I completed my undergraduate degree. So it's always nice to come back. As Danny mentioned, I live in Yangon where I report for the Wall Street Journal on Myanmar. I've been there, living there for about a year now, but been covering the country for almost three years. And you know, when I first came to Myanmar, I think I arrived there at a period of time of sort of just unbridled optimism. It was 2012. President Obama just visited. People were extremely, extremely optimistic on what was going to happen within the country. You could sort of feel it in the streets, especially around the Obama visit. There were people putting up NLD signs everywhere, which is Aung San SUU Kyi's party. And to them being embraced by the west was a really huge vote of legitimacy. And, you know, I think what has really changed over the past two or three years is that optimism has sort of sunk into a realism about how far this transition has actually gone and how far, you know, the nominally civilian government that now runs Myanmar is willing to make concessions. So I think I'm just going to start by talking about the elections and, you know, what structural deficiencies there are leading up to the vote. As Danny mentioned, 25% of seats within Myanmar's parliament are still reserved for military generals, and those are appointed by the senior general. So within this democratic election, only 75% of seats will actually be voted in. And that's going to make it extremely difficult for any party to have an overwhelming majority within the government. Even despite the NLD's popularity, to win two thirds of the available seats, which is what they would need to then form the government will be a challenge. And, you know, constitutional change to allow for the military to kind of step back and to allow for the 25% of seats to be reduced, has failed repeatedly. That process has been debated for the past three years, but nothing's really come off it. So, you know, when we're talking about the election, we're only talking about the 75% of seats. And that parliament will then choose the President. And the president and his cabinet will ultimately have a say of how this transition is taken forward. As Denny has also mentioned, Aung San SUU Kyi is barred from the presidency, which is another serious deficiency because she is by far the most popular politician in Myanmar. Rallies are much like rock concerts packed, thousands of people pushing forth. And I think the biggest problem with that is that most people in Myanmar don't actually understand the constitution. And they don't actually understand that a quarter of seats are still reserved for the military. They don't actually understand that Aung San SUU Kyi cannot be president. And I think that's going to set up the country for significant period of instability after the November 8 vote. Another huge structural deficiency leading up to these elections is that the Rohingya, that is a very discriminated against population, Muslim minority population in Myanmar are disenfranchised actually for the first time in Myanmar's history. So when we're talking about an election that's, that's more inclusive and there's the Most Democratic in 50 years, we have to keep in mind that that's inclusive for the Buddhist majority population, but not so much the populations that Myanmar's opening has sort of really targeted. And the Rohingya who live in camps in the western Rakhine State which borders Bangladesh, they've been leaving the country, much like Syrian migrants to Europe is very similar kind of story there. And they've seen their rights kind of steadily decline over the past the past few years. First with violent riots in 2012 that attacked them and then, you know, then they were pushed into the camps and then now they have their voting rights taken away for them and their temporary ID cards cancelled. And again, this is something that the government hasn't actually been very good at kind of explaining to the Rohingya minority population. So like in my trips to Rakhine State, you know, you talk to the population then and they really do believe that they can still vote and they don't understand why this right has been taken away from them, which again is going to lead to some, I think, instability around the vote. Leading from that is this sort of, kind of surprising as the other panelists have touched on hard line Buddhist nationalism that has taken hold in the country. And you know, it's very notable that no major political party is fielding any Muslim candidates in their life election. Even though, you know, officially they're about 4% of the population. Reality would be closer to 10%, I think. And, you know, that is a big sign, I think, for the Muslim minority population in Myanmar that, you know, whether it's the ruling Union Solidarity Development Party that's formed from the military or whether it's the nld, which is, you know, party associated with human rights and democracy, no one's actually fighting their corner, essentially. And in interviews with people in the nld, they've actually said the rise of Buddhist nationalism has stopped them from actually fielding any Muslim candidates. And they have sort of explained that to Muslim leaders within their party that they're unable to do this because of the current tensions in Myanmar currently. And, yeah, so, even with all these caveats, I mean, there is still, you know, a lot can change with the November 8 vote. The government, which will be the first democratically elected government in Myanmar's troubled history of military rule, will be able to then pick the president and sort of see then how the transition will continue. And if I can just touch on a few major issues that I would think that would influence the elections, I guess to me, the biggest spoiler will be what I touched on, which is the rise of Buddhist nationalism. You know, in this past weekend, the group, the association for the Protection of Race and Religion, or mabata, which is the ultra nationalist group of hard light monks in Myanmar, they've actually, like, they held a celebration, basically celebrating the fact that they helped to pass laws through parliament that would effectively legalize disposition discrimination against minority populations. They include a population control bill, a bill that stops Buddhist women from kind of marrying outside their faith and so on. And these laws were passed ostensibly to protect the sort of Buddhist kind of purity of Myanmar. But I think more concerning for the opposition NLD is that the parties sort of now being targeted by these hotline monks for speaking up against those laws. And the very prominent Buddhist monks are actually saying that the NLD is not Buddhist enough, and they're using all sorts of propaganda to sort of slam Ong San SUU Kyi and her party and say that they're not actually fighting for the protection of Buddhism. This rally over the past weekend was attended by tens of thousands of people. It is very clear that they have sort of mass support. And within Myanmar, I think the one thing I've noticed is that people really have a lot of reverence in their villages for their respective abbot and their village head. And there is a huge chance that if an abbot tells you, oh, you have to vote for X party over Y party. Despite Aung San SUU Kyi's overwhelming popularity, there is A chance that people would listen. So I think that is one thing that would dent the NLD's vote share in this coming vote. The other thing that my panelists briefly touched on is ethnic politics and how that's going to play a part in this election. I think that over the past few years, the ethnic parties have definitely sort of come into their own. There are a lot more of them, they're a lot more vocal, a lot more organized. And you know, Aung San SUU Kyi, her one sort of failing people say as a politician, is that she's failed to like form alliances with them and, you know, strategically decide which areas they're going to contest and sort of carve out Myanmar based on, you know, on a kind of strategic way of fighting the military dominance. And so Aung San SUU Kyi's party is contesting in every single ethnic area. And that has really isolated some of the ethnic parties who thought that, you know, similar to the 1990 vote, there would be clearer alliances formed which would be strategic against the ruling USDP and to fight off military rule. And I think that, you know, even though President Thein Sein has not really managed to achieve, you know, this nationwide peace process that people hoped would be achieved, you know, that there's going to be a signing on October 14th, 15th. Sorry, but it's going to be with half the number of parties that were involved in the process. There are still some ethnic parties that do think that their lot might be better with this current government. There are parties that are quite upset with Aung San SUU Kyi and the nld. And I think that that kind of dynamic might change, sort of the overwhelming popularity you saw of the NLD back in 1990. The other thing I've also noticed is that the USDP, while clearly a military linked party which is made up of former generals, they've actually tried very hard over the past few years to learn democratic ways. And the generals have been going around and sort of having their rallies in areas where they think that they can get significant votes. And they've become a much sort of well oiled, slick kind of machine rather than a party of military generals who don't actually know how to fight in a democratic system. And in some areas they're involved in vote buying. They're giving generators to people and they're giving satellite dishes and they're helping wire villages to the electrical grid. And in a country where most people really don't have basic necessities, this really could impact the election because people do think, oh, you know, if we vote for the USDP again, maybe we'll get more loans, maybe we'll get another buffalo or another pig, and it will help a lot because, you know, as Myanmar is mostly a rural agricultural society, this kind of thing really does matter. And vote buying could have an impact in the election. Even Aung San SUU Kyi's party has addressed this on their rallies and they've said, oh, you know, take whatever you want from the ruling party, but in the end, vote for us. I mean, I mean, it sort of remains to be seen, you know, how this will play. But I do think that especially in rural areas where people are not particularly following politics and they're more concerned with their harvest and how they're going to get by, which is a vast majority of the population, that could impact things very different from what's going on in the urban areas where people are far more educated, where they have access to newspapers, where they know the kind of election dynamics and, and that's something that they're aware of. I think the other thing that's been really interesting to observe has been Aung San SUU Kyi's kind of fading glory a little bit, especially within urban areas of Myanmar and intellectual circles. Obviously she is still by far the most popular politician in the country. Superstar kind of glory everywhere she goes. She's widely revered because she's the daughter of Aung San, which is the nationalist human, and his portrait still hangs on people's walls and homes. But she has definitely isolated big parts of the student movement that actually helped her rise to prominence by not fielding candidates of the 88th Generation Student Group with this coming election. And so they're prominent activists like Koko G and others who feel very sidelined and who had helped helped the NLD campaign for constitutional change and who had agreed with them not to form a political party because they thought that there would be this alliance and they would all sort of contest together under the NLD's banner. And that has definitely isolated some who've gone out then to contest as independents or, you know, not aligned themselves with the NLD and who are now openly criticizing Dawsu in a way that I think you would have never seen four years ago. And who are questioning this notion that she should be the rightful leader of Myanmar. And I think that has kind of spread into the diplomatic community as well. And, you know, even the sort of US and to a lesser extent the UK are also kind of questioning whether it really was that wise to formulate policy around Myanmar based on a single individual, which they used to do. So I think you're going to see that kind of dynamic change as well with the geopolitical relations of Myanmar depending on how the election goes. You know, if Aung San SUU Kyi cannot become president or even if the NLD does not win a majority, what will she then say and then how will the international community then respond? I think that's going to be really interesting to watch over the next three to four months. And I think that, you know, in conclusion, there's definitely going to be a lot of political uncertainty over the next few months. I think a lot of people underestimate how long the process of holding trading is going to go on for in Myanmar because the vote is on November 8th. But that's not conclusive in any way because it will only form the parliament and then the parliament will then have to decide on the president. And that process doesn't have to happen until March. So there's going to be a very long period of political uncertainty and just touching on the economy for a second. I think a lot of foreign businesses have been and continue to be very concerned about this because, you know, throughout the reform process, decision making has been concentrated in the hands of very few. So if you were a business trying to get a license approved or trying to get something passed, you would go to a couple of key ministers. All these ministers right now have stepped down from the ministerial roles to run and to contest these elections. So, you know, that has happened. That process has happened since June. And with the election uncertainty going to last till March, I think that things in Yangon are quite still in terms of like the business community and what they're doing. Things are definitely a lot quieter than they were a year ago. And I think a lot of people are waiting to see how things will turn out. Thank you.