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  • The growth challenge

    Context

    The focus in the near future should to increase investments and facilitate credit for funding these productive assets so that India’s potential output growth can steadily rise.

    Growth prospects of India

    • The NSO forecast at 5%: The latest data from the National Statistical Office (NSO) retained India’s economic growth forecast at 5 per cent for the current financial year.
      • Growth has dropped from 6.1 per cent in the previous year.
    • Fall in nominal GDP: More strikingly, nominal GDP growth has decelerated from an average of 11 per cent during 2016-17 to 2018-19 to 7.5 per cent this year.
      • Lower inflation added to the volume slowdown.
      • The value of India’s GDP for FY20 is estimated at around $2.9 trillion.

    Input and output side growth prospects

    • GDP is estimated from both output and demand lenses, using specific economic indicators as proxies for activity in specific sectors.
    • Output side: From the output side, sector-wise estimates were as following-
      • Agriculture sector growth was revised up to 3.7 per cent (up from the 2.8 per cent previously).
      • Agricultural production is expected to improve based on the third advance estimates of the rabi season crops, as well as higher horticulture and allied sector output (livestock, forestry and fishing), which now is significantly larger than conventional food crops.
      • Industrial activity was lowered to 1.5 per cent (from 2.3 per cent earlier).
      • The key concern regarding the continuing slowdown is the increasing weakness in the industrial sector (particularly of manufacturing, whose growth has progressively fallen from 13.1 per cent in FY16 to 5.7 per cent in FY19, and plummeting to 0.9 per cent in FY20).
      • Services output remained largely unchanged at 6.5 per cent.
    • Demand-side: From a demand perspective, the obverse side to the manufacturing slowdown is the even sharper drop in fixed asset investment growth — down sharply from an average 8.5 per cent during FY17 and FY19 to -0.6 per cent in FY20.
      • The causes for this contraction needs to be understood in detail, and we will return to this.

    Private consumption- a significant driver of growth

    • Private consumption at 60% of GDP: The other significant driver of growth in India has been private consumption. For perspective, the share of private consumption had averaged 59-60 per cent during FY16-FY20.
    • Government consumption 10% of GDP: Reflecting the higher spending over the last couple of years, the share of government consumption in GDP has risen from an average of 10.5 per cent of GDP over FY12-17 to almost 12 per cent in FY20, resulting in the share of total consumption above 70 per cent.

    Drop in the share of nominal investment

    • Drop from 39 % to 30 % of GDP: The really remarkable trend, though, as noted above, is the share of nominal investment in GDP progressively dropping from 39 per cent in FY12 to 30 per cent in FY20.
    • Is it a good sign? Part of this is actually good, reflecting higher Capex efficiency.
      • Slowing household consumption: One narrative underlying the contraction in fresh Capex in FY20 was slowing household consumption growth, which, in nominal terms, fell from an average 11.6 per cent during FY16-19 to an estimated 9.1 per cent in FY20.
      • Disproportionate contribution to lower growth: Though the deceleration prima facie does not seem significant enough to result in a broader economic slowdown of the current magnitude, the high share of household consumption has contributed disproportionately to lower growth.
      • Fall in capacity utilisation: A direct fallout of this is that seasonally adjusted capacity utilisation (based on RBI surveys) had shrunk from 73.4 per cent in the first quarter of FY20 to 70.3 per cent in the second quarter, and this is unlikely to have improved materially in the second half of the year.
      • This is one of the reasons for the low levels of fresh investment.

    Reduced flow of credit to the commercial sector

    • Impediment to growth revival: The other cause of the low Capex, more from the supply side, is a much-reduced flow of credit to the commercial sector, and this remains the proximate impediment for growth revival, with signs of risk aversion in lending still strong despite the recent measures by RBI to incentivise credit to productive sectors.
      • Funds from selected sources, over April-January FY20, was only about Rs 9 lakh crore as against Rs 15 lakh crore in the corresponding 10 months of FY19.
    • Bank credit lowest in three months: Growth in bank credit (which is still the largest source of financing) till mid-February 2020 was down to 6.3 per cent — the lowest in three years.
      • Even this is almost wholly driven by retail credit; incremental credit to industry and services over this period was negative.

    Investor confidence and coronavirus factor

    • A bright feature of the economic environment: One bright feature in this economic environment is strong foreign investor confidence in India, reflected in both FPI equity and FDI flows.
      • Many borrowers have used offshore sources to refinance or pay down domestic bank loans and debt.
      • A global risk-off environment might restrict even this channel in the near future.
    • Robust corporate bond issuances: Domestic corporate bond issuances have also remained robust, although the dominant set of borrowers still remain public sector agencies and financial institutions.
    • Coronavirus factor likely to moderate the gains: Monthly economic indicators suggest that the growth deceleration has likely bottomed out in the third quarter.
      • The bet has been on reducing inventories and the consequent production ramp-up to replenish stocks. However, the evidence on this is mixed.
      • The coronavirus effects, both concurrent and lagged, will also moderate some of the emerging positive effects of counter-cyclical policy measures of the past six months.
      • If the outbreak does not abate over the next month or so, the complex supply chains of intermediates sourced from China will run dry and add to the already weak system demand.
    • Growth prospects in the next few weeks: Surveys indicate that both business and consumer confidence, which while improving, remain muted. A growth revival, hence, is likely to be only very modest over the next few quarters.

    Conclusion

    A $5 trillion economy by 2025 is still a worthwhile target and aspirational; coordinated strategies, policies, execution and institutional mechanisms will be needed to move up to a sustained 8 per cent plus growth consistent with achieving the target. The focus in the near future should to increase investments and facilitate credit for funding these productive assets so that India’s potential output growth can steadily rise.

     

  • Explained: Why UN Human Rights Commission intends to intervene in a SC case against CAA?

    The UN High Commissioner for Human Rights “intends to file” an Intervention Application in the Supreme Court of India seeking to intervene in Writ Petition (Civil) No. 1474 of 2019 and praying that it be allowed to make submissions.

    On what grounds is a UN body seeking to intervene in a case regarding a domestic Indian law?

    • The Office of the High Commissioner for Human Rights (UN Human Rights) is the leading UN entity on human rights.
    • The UN General Assembly entrusted both the High Commissioner and her Office with a unique mandate to promote and protect all human rights for all people.
    • As the principal United Nations office mandated to promote and protect human rights for all, OHCHR leads global human rights efforts speaks out objectively in the face of human rights violations worldwide.
    • This resolution, adopted by the UNGA in 1994, created the post of the UN High Commissioner for Human Rights.

    Its jurisdiction

    • The application says that successive High Commissioners have filed amicus curiae briefs on issues of particular public importance within proceedings before a diverse range of international and national jurisdictions.
    • It includes the European Court of Human Rights, the Inter-American Court of Human Rights, the International Criminal Court, and at the national level, the United States Supreme Court and final appeal courts of States in Asia and Latin America.

    What exactly does the intervention application say?

    • The OHCHR has welcomed as “commendable” the CAA’s stated purpose, “namely the protection of some persons from persecution on religious grounds.
    • It also “acknowledges the history of openness and welcome that India has exhibited to persons seeking to find a safer, more dignified life within its borders”.
    • However the examination of the CAA raises important issues with respect to international human rights law and its application to migrants, including refugees, says the OHCHR.
    • The CAA, it says, raises “important human rights issues, including its compatibility in relation to the right to equality before the law and nondiscrimination on nationality grounds under India’s human rights obligations”.
    • The application acknowledges that “the issue of nondiscrimination on nationality grounds falls outside the scope of this intervention”, but insists that “this in no way implies that there are not human rights concerns in this respect”.

    Why intervene?

    • The application questions the reasonableness and objectivity of the criterion of extending the benefits of the CAA to Buddhists, Sikhs, Hindus, Jains, Parsis and Christians from Afghanistan, Bangladesh and Pakistan alone.
    • It points out that while the Indian government has suggested that persons of Muslim faith, regardless of denomination or ethnicity, are protected there.
    • However recent reports by UN human rights show that Ahmadi, Hazara and Shia Muslims in these countries warrant protection on the same basis as that provided in the preferential treatment proposed by the CAA.

    Is there a specific basis on which the OHCHR has faulted the CAA?

    The application flags some central principles of international human rights law:

    1. the impact of the CAA on some migrants
    2. the enjoyment of human rights by all migrants and the rights of all migrants (non-citizens) to equality before the law and
    3. the principle of non-refoulment, which prohibits the forcible return of refugees and asylum seekers to a country where they are likely to be persecuted
    • The application mentions that all migrants “regardless of their race, ethnicity, religion, nationality and/or immigration status enjoy human rights and are entitled to protection”.
    • It cites international human rights instruments to urge the inclusion of non-discrimination, equality before the law, and equal protection before the law into the foundation of a rule of law.
    • International human rights law, the application says, does not distinguish between citizens and non-citizens or different groups of non-citizens for the purposes of providing them protection from discrimination, “including in respect of their migration status”.

    India’s stance

    • The Citizenship Amendment Act is an internal matter of India and concerns the sovereign right of the Indian Parliament to make laws.
    • MEA spokesperson insisted that no foreign party has any locus standi on issues pertaining to India’s sovereignty.
    • The CAA was “constitutionally valid and complies with all requirements of (India’s) constitutional values”, and “is reflective of our long-standing national commitment in respect of human rights issues arising from the tragedy of the Partition of India”.
  • National Interlinking of Rivers Authority (NIRA)

     

     

    The Central government is working on the establishment of an exclusive body to implement projects for linking rivers.

    National Interlinking of Rivers Authority

    • To be called the NIRA, the proposed body is expected to take up both inter-State and intra-State projects.
    • It will also make arrangements for generating up funds, internally and externally.
    • Headed by Union Minister of Jal Shakti, the panel includes Irrigation or Water Resources Ministers and Secretaries of States.
    • It is being assisted by a Task Force for ILR, which is a committee of experts essentially drawn from the Jal Shakti Ministry, Central Water Commission and the NWDA.

    About National River Linking Project (NRLP)

    • The NRLP formally known as the National Perspective Plan, envisages the transfer of water from water ‘surplus’ basins where there is flooding to water ‘deficit’ basins where there is drought/scarcity, through inter-basin water transfer projects.
    • It is designed to ease water shortages in western and southern India while mitigating the impacts of recurrent floods in the eastern parts of the Ganga basin.
    • Interlinking of rivers was conceived more than 125 years ago by Sir Arthur Cotton, mainly to facilitate trade but it was not implemented then.
    • The proposed NRLP, now comprises 29 canals totalling 9,600 km, will involve the movement of 245 trillion litres of water.
    • If and when implemented, it will be one of the biggest inter-basin water transfer projects in the world.

    ILR Projects in India

    • As of now, six ILR projects — the Ken-Betwa, Damanganga- Pinjal, Par-Tapi-Narmada, Manas-Sankosh-Teesta-Ganga, Mahanadi-Godavari and Godavari-Cauvery (Grand Anicut) — have been under examination of the authorities.
    • The Ken-Betwa ILR is India’s first such project.
    • With regard to the peninsular rivers, the Centre has chosen to focus on the Godavari-Cauvery link than the earlier proposal to link the Mahanadi-Godavari-Krishna-Pennar-Cauvery rivers.

    Issues and Concerns

    Ecological issues

    One of the major concerns is that rivers change their course in 70–100 years and thus once they are linked, future change of course could create huge practical problems for the project.

    Aqua life

    A number of leading environmentalists are of the opinion that the project could be an ecological disaster. There would be a decrease in downstream flows resulting in reduction of fresh water inflows into the seas seriously jeopardizing aquatic life.

    Deforestation

    Creation of canals would need large areas of land resulting in large scale deforestation in certain areas.

    Areas getting submerged

    Possibility of new dams comes with the threat of large otherwise habitable or reserved land getting submerged under water or surface water. Fertile deltas will be under threat, with coastal erosion expected to threaten the land and livelihoods of local economies that support 160 million people.

    Displacement of people

    As large strips of land might have to be converted to canals, a considerable population living in these areas must need to be rehabilitated to new areas.

    Dirtying of clean water

    As the rivers interlink, rivers with dirty water will get connected to rivers with clean water, hence dirtying the clean water.

    Disrupting of ecological flow

    On implementation, water discharge in 23 out of 29 rivers will reduce considerably, they say. The Ganga will see a 24% decrease in flow. Its tributaries Gandak (-68%) and Ghaghara (-55%) will be the worst affected. While the Brahmaputra will see only a 6% loss, its tributaries will see massive flow reductions: Manas (-73%), Sankosh (-72%) and Raidhak (-53%). Changes in water flow and trapping of silt in reservoirs will see a dip in the sediment deposited by rivers.


    Must read:

    https://www.indiawaterportal.org/articles/national-river-linking-project-dream-or-disaster

  • [pib] Biomethanation Process

     

     

    In an all India coordinated project, efforts are on to produce bio-gas for kitchen use and quality manure for fields using bio-methanation of rice straw by anaerobic digestion method. Six domestic level paddy straw-based bio-gas plants have been installed in Punjab for field trials and further study is in progress.

    What is Biomethanation?

    • It is a process by which organic material is microbiologically converted under anaerobic conditions to biogas.
    • Three main physiological groups of microorganisms are involved: fermenting bacteria, organic acid oxidizing bacteria, and methanogenic archaea.
    • Biomethanation has strong potential for the production of energy from organic residues and wastes. It will help to reduce the use of fossil fuels and thus reduce CO(2) emission.

    How it works?

    • Microorganisms degrade organic matter via cascades of biochemical conversions to methane and carbon dioxide.
    • Syntrophic relationships between hydrogen producers (acetogens) and hydrogen scavengers (homoacetogens, hydrogenotrophic methanogens, etc.) are critical to the process.
    • A wide variety of process applications for biomethanation of wastewaters, slurries, and solid waste have been developed.
    • They utilize different reactor types and process conditions (retention times, loading rates, temperatures, etc.) in order to maximize the energy output from the waste and also to decrease retention time and enhance process stability.
  • [pib] Amendment to the Export Policy of APIs and formulations made from these APIs

    The Government has made amendments in the export policy and restricted export of specified APIs (Active Pharmaceutical Ingredients) and formulations made from these APIs.

    Active Pharmaceutical Ingredients (APIs)

    • All drugs are made up of two core components: the API, which is the central ingredient, and the excipients, the substances other than the drug that helps deliver the medication to your system.
    • The API is the part of any drug that produces its effects.
    • Excipients are chemically inactive substances, such as lactose or mineral oil.
    • The quality of APIs has a significant effect on the efficacy and safety of medications.

    The notification covers the following APIs and formulations made from these APIs:

    • Paracetamol
    • Tinidazole
    • Metronidazole
    • Acyclovir
    • Vitamin B1
    • Vitamin B6
    • Vitamin B12
    • Progesterone
    • Chloramphenicol
    • Erythromycin Salts
    • Neomycin
    • Clindamycin Salts
    • Ornidazole
  • [pib] Regulating Content of Trans-Fat in Oils and Fats

     

     

    The limit of trans-fats to be not more than 5% is prescribed under Food Safety and Standards (Food Products Standards and Food Additives) Regulations, 2011 for vanaspati, bakery shortenings, bakery and industrial margarine and interesterified vegetable fats/oils.

    What are Trans Fats?

    • Artificial Trans fats are created in an industrial process that adds hydrogen to liquid vegetable oils to make them more solid.
    • Since they are easy to use, inexpensive to produce and last a long time, and give foods a desirable taste and texture, they are still widely used despite their harmful effects being well-known.

    Why this move?

    • Studies have recently shown that 60,000 deaths occur every year due to cardiovascular diseases, which in turn are caused due to high consumption of trans fats.
    • Since the impact of trans fats on human health is increasing exponentially, it is very important to create awareness about them.

    Standards for Trans-fats

    • A draft notification to limit trans-fat to be not more than 2% by weight of the total oils/fats present in the processed food products in which edible oils and fats are used as an ingredient on and from 1st January, 2022 was issued on 28.08.2019
    • Standards prescribed under various regulations of FSSAI are enforced to check that they comply with the standards laid down under Food Safety and Standards Act, 2006, and the rules and regulations made thereunder.
    • In cases where the food samples are found to be non-conforming, recourse is taken to penal provisions under Chapter IX of the Food Safety and Standards Act, 2006.
  • Students Suicides in India

     

     

    Between 2016 and 2018, nearly 10,000 students committed suicide every year in India, data tabled by the Human Resource Development Ministry in Parliament show.

    About the Report

    • HRD Ministry sourced its data from ‘Accidental Deaths and Suicides in India’.
    • The report is based on data provided by the states and UTs.

    Highlights of the Report

    • Maharashtra accounted for 1 in every 7 student suicides in the country — 4,235 out of 29,542 in the three years combined, or about 1,400 a year.
    • Maharashtra had over 1,300 student suicides in each of the three years, while West Bengal was the only other state with over 1,000 in any single year — 1,147 in 2016.
    • In the overall three-year totals, Maharashtra was followed by Tamil Nadu (2,744), Madhya Pradesh (2,658) and West Bengal (2,535).
    • Eight more states totalled over 1,000 student suicides in the three years, with Karnataka the highest among these at almost 2,000.
    • Among the Union Territories, Delhi had 626 student suicides — 211, 212 and 203 in the three successive years.
  • Species in news: Swamp Wallaby

     

    Researchers reported that the swamp wallaby, a marsupial related to the kangaroo, is pregnant throughout its adult life. It typically conceives a new embryo days before delivering the newborn from its previous pregnancy.

    Swamp wallaby

    IUCN Status: Least Concerned

    • The swamp wallaby is a small macropod marsupial of eastern Australia. It is likely the only mammal pregnant and lactating all lifelong.
    • Female wallabies and kangaroos have two uteri and two separate ovaries.
    • At the end of a pregnancy in one uterus, a new embryo develops in the other uterus.
    • Kangaroos and wallabies regularly have an embryo in the uterus, a young joey in the pouch, and a third semi-dependent young at foot, still drinking its mother’s milk.

    How it is different from Kangaroo?

    • In kangaroos, the new embryo is conceived a day or two after the previous birth.
    • In the swamp wallaby (Wallabia bicolor), the new conception happens one or two days before the previous joey is delivered.

    What happens after?

    • As soon as the mature foetus is born and settles in the pouch, the swamp wallaby arrests the development of the new embryo.
    • This is called embryonic diapause, which happens in many animals to pause reproduction until the conditions are right — season, climate, food availability.
    • For wallabies, this is also to ensure that the new one is born only when the pouch is free again.
    • If this did not happen, the swamp wallaby would be birthing new young every 30 days — it has a short gestation period — and its pouch could not support that.
  • Pieces of peace

    Context

    “Agreement for Bringing Peace to Afghanistan” between the US and Taliban signed on February 29 in Doha, is just another piece in the overall strategy of the US for Afghanistan.

    Pakistan’s support to the Taliban and unchanged Afghan policy of the US

    • Continuation of the same hard-nosed policy: While rolling out the Afghan policy in August 2017, it was emphasised by the current US dispensation that it was making amends to the Afghan strategy of the previous dispensation.
      • In reality, it has been a continuation of the same hard-nosed line.
    • How Pakistan supported the Taliban? The US and allies had got a rude shock when it dawned on them that between 2001 and 2008, the Taliban had used training and recuperation centres in Pakistan to regain domination over most parts of Afghanistan.
      • Benefiting from the Coalition Support Fund: Pakistan had actively aided the Taliban and al Qaeda (AQ), while continuing to benefit from handsome Coalition Support Funds and a seat at the “high table”.
      • Support of the Pakistan Army: All failures were blamed on inadequate numbers of International Security Assistance Force (ISAF) and Afghan National Security Forces (ANSF), which were ill-equipped to challenge the Taliban, backed by a professional Pakistan Army.
      • Misdiagnosed cause: The Obama administration diagnosed that lack of governance, corruption and fragmented polity were other key factors.

    What was the comprehensive Afghanistan Strategy?

    • COIN doctrine and “troop surge”: A comprehensive Afghanistan strategy review led to replicating its “troop surge” strategy, which was believed to have succeeded in Iraq, leading to total withdrawal of US troops (December 2011).
      • At the heart of the troop surge was the Counterinsurgency (COIN) doctrine of the US Field Manual.
    • COIN plus CT: The military strategy in Afghanistan was split into COIN plus CT (Counter Terrorism) objectives.
      • The Taliban movement was treated as an insurgency.
      • What was involved in COIN: The COIN efforts entailed protecting population centres and highways, building numbers and capability of the ANSF to take on insurgents, with emphasis on good governance and support for reconstruction.
      • It also included reconciliation and reintegration of lower to mid-level willing Taliban.
      • The UN designations of Taliban and AQ were separated to pave the way for “peace talks” with Taliban commanders who were tired of fighting.
    • What this strategy achieved? The US-led ISAF troop surge helped create time and space to build and strengthen the ANSF over three times and succeeded in pushing the Taliban back to outlying areas.
      • Even today these territorial gains have not been reversed, except in some areas.
      • As the ANSF gained strength and depth, the US led-ISAF mission became a NATO led-Resolute Support mission.
    • How changing geopolitical circumstances increased challenges? The CT effort yielded rich dividends for the US and allies, in the Af-Pak region and even beyond.
      • The rise of ISIS: From the build-up of ISIS in 2014 to the loss of its Caliphate in 2019 and recently to the killing of General Solemani, the CT challenges of the US and allies in the Af-Pak region and periphery have become graver than ever.
      • These elements had a bearing on the Afghan strategy rolled out in August 2017.
      • Good progress was made in building up the ANSF, with a strong focus on three key elements — Special Forces, Air Force, and Afghan Intelligence (NDS).

    The US withdrawal

    • Objectives of the withdrawal: Emphasising that “consequences of a rapid exit were predictable and unacceptable”, it outlined two key objectives —
      • Preventing a resurgence of safe havens that threatened the security of Afghanistan and the US interests in Afghanistan and Pakistan.
      • Preventing terrorists from getting nukes or nuclear material which could be used against the US or elsewhere.
    • What is the recalibrated strategy: The “recalibrated” strategy envisaged following-
      • Time-bound but condition-based withdrawal.
      • Support for the Ghani government.
      • ANSF to take on the Taliban.
      • Talks with the Taliban and for Pakistan to demonstrate commitment on dismantling safe havens that threatened US objectives.
      • Overall, the strategy remained the same, except for the withdrawal of the US from a role in nation-building.
    • What are the results of the strategy? There has been a greater emphasis on the strengthening of ANSF.
      • The regular assessments by the US show an increasing role and success of the Afghan Special Forces.
      • The Air Force and the NDS in playing the lead in keeping the Taliban from running over capitals.
      • By and large, the ANSF have been successful in maintaining the balance and the Taliban-control has not slipped to 2009 levels.
      • In the meantime, US forces have dropped to 10 per cent of the peak (in 2011).
      • With the re-election of President Ghani, it is assured that the US line of thinking will prevail over the Afghan government.
      • Role of Pakistan in the process: On its part, Pakistan has demonstrated its intent by delivering top-rung Taliban, including Mullah Baradar in its custody since 2010, and Anas Haqqani released as part of the process, for the talks.
      • Even if there is no comprehensive ceasefire or full withdrawal ever, Pakistan is unlikely to be blamed.

    What Pakistan achieved from the peace process?

    • Return of Afghan refugee: Pakistan has been rewarded in more ways than one. It managed to return lakhs of Afghans.
    • Fencing on the eastern border of Afghanistan: It builds a fence along the eastern parts of Afghanistan to prevent cross-border attacks.
    • Targeting the key TTP leaders: Pakistan got the US and Afghan forces to target key TTP leaders, starting with TTP chief Mullah Fazlullah in June 2018.
      • Since January this year, three top TTP leaders have been killed in Kabul and Kunar.
      • This has also helped build the Pakistan narrative that Afghan soil is being used to target Pakistan.
    • Changing the international narrative in its favour: Even though it is facing “calibrated” heat on FATF sanctions, Pakistan has managed to change the international narrative in its favour.
      • The 24th report (July 2019) of the UNSC monitoring committee has stated, “Al Qaeda continues to cooperate closely with LeT and the Haqqani Network”, but there is no reference to LeT or Haqqani in the 25th report (January 2020).
      • This report has also asserted that ISIL-K has established informal contact with other terrorist groups, including Jamaat-ul-Ahrar, TTP and Lashkar e-Islam.
      • Meanwhile, these groups regularly attack Pakistani posts along the Afghan border.
      • All key anti-Pakistan groups are now being categorised as ISIL-K supporters, even though Pakistan has run the so-called Daesh networks in eastern Afghanistan for years.
      • The UNSC reports also highlight the positive role of Taliban in targeting ISIL-K.

    Conclusion

    • The election in the US has bearing on the process: In an election year, the US needs to show that it is not fighting someone else’s battles and is making “sincere efforts” at peace-making.
      • The “Agreement” demonstrates sincerity.
      • At the same time, the US has to continue steering the Afghan strategy to keep terror networks in check.
      • The peace process has already created a comfort-loving, globe-trotting leadership in the top echelons of the Taliban, who would continue to talk, even if the current Agreement falters.
    • Pakistan is again sitting on the high table: As the LeT and Haqqani networks go missing from UN reports and JeM chief Masood Azhar and pro-Pak TTP leader Ehasanullah Ehsan go conveniently “missing” from Pakistan soil, the pressure on Pakistan has eased.
      • The new non-state entities backed by Pakistan, such as the AQIS and ISKP/IS-Kashmir/IS-Hind will become more visible.
      • The rank and file of LeT, JeM, HUJI etc can easily be transferred to these new entities, while many more can be recruited under new banners.
      • Online propaganda of these entities, including in Indian languages, is already visible and likely to escalate.

     

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