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Myanmar’s Road to
Becoming Next
Afghanistan, Syria orYemen
Dr SarmaVANGALA
Metastrategy, Inc.
Toronto, CANADA
CommonThemes inYemen,
Syria and Afghanistan
• Enduring costs of civil war, insurgency
• Intractable tribal/ethnic friction
• Impact of corruption
– Resentment
– Anger
– Loss of confidence in regime
• Youth bulge
Commonalities {cont’d}
• Urbanisation
• Social change
• Shift from agriculture to service to industry
ProxyWars: Syria
Warring parties Syria vs Rebels
Proxies Kurds {US support} vs Turkey and Russia
Syria’s story: Ruling party {Bashar Al-Assad} presents
conflict as military operation against rebel terror groups
Rebels’ story: People are behind us in seeking regime
change
ProxyWars:Yemen
Warring parties Bonafide government vs Rebels
Proxies Saudi and Israel vs Iran
Yemen’s story:This is an internal matter
Rebels’ story: Humanitarian crisis demands action.
ProxyWars: Afghanistan
Warring parties Government vs Taliban
Proxies US and Allies vs Iran andAl-Qaeda
Afghan’s story: This is an existential threat to theWest
Taliban’s story: Give us what we want and we’ll bring
normalcy back {Normalcy equates to Sharia}.
Myanmar
• Military coup d'état in February 2021 to counter landslide electoral victory
• Population enjoyed democracy and freedoms for over a decade;
• Festering {stateless} Rohingya and Karen problems pushing refugees into
Bangladesh andThailand;
• Likelihood of diminished power and economic clout of the armed forces
• Bangladesh,Thailand on high alert
• Very lucrative jade, sapphire trade mostly controlled by military
• World’s second largest source of opium
Myanmar
• 6 % to 8 % GDP growth {2018}
• Unemployment for 18 – 24 year olds is 2%
• GDP per capita 2019 is USD5 142 (est.) {India’s
is USD2 100}
Myanmar
• Documented cases of ethnic cleansing and
genocide
Honour and Dishonour
Honours on chest
Honour and Dishonour
Honour and Dishonour
Dishonour behind gun
Honour and Dishonour
Powerful Sponsors of Instability
• Russia
• Turkey
• Iran
• China
Influential friend
Rich Proxies
• Saudi Arabia, UAE
Pagan Empire
King Anawrahta
{Accession 1044}
Stability with peace
Toungoo Empire
King Bayinnaung Toungoo Empire:
1500 - 1750
Toungoo Empire
King Bayinnaung Toungoo Empire:
1500 - 1750
Empire included Assam and Manipur
World’s Longest-Running Civil
War
Recipe for Failure
• Internal conflicts
• 20 yrs of peace and prosperity in peril
• Autocratic leaders
• Kleptocracy
• Strong sponsorship from China, Russia and India
• Strategic assets: ports, minerals, location
One Country ManyWars
Arms Suppliers
Myanma Economic Holdings Limited
{MEHL}
• Ruby, Sapphire and Jade mines
• Shipping
• Breweries
• Industrial Parks
• Steel mills
• ……
Companies Leaving Office Block
Strategic Leverage: Syria
Strategic Leverage: Myanmar
Economic Leverage
• Kyaukpyu port volume greater than
Felixstowe’s {UK}
• Oil pipeline from Kunming to Bay of Bengal
• Special Economic Zone connecting China to
Bay of Bengal
ProxyWars: Myanmar
Warring parties Government vs People
Proxies China vs ??
Government’s story:The election was ‘stolen’.We’ll
return to democracy when appropriate.
People: Give us democracy.We are prepared to die
for it.
What the people want
Prescription
Short term:
• Diplomacy
• Alliance-building {BD,TH, MY, ID, SG}
Long term:
• Bolster Quad’s capabilities
NATO equivalent not needed
Tatmadaw’s Options
• Focus on narcotics or human trafficking for
funds
• Turn to China and/or Russia for materiel
• Create humanitarian crises in BD,TH, IN
• ‘Scorched Earth’ policy for rebel-held
territories
“Destroy the country to protect ourselves”, a general has said.
End game?
The military would rather preside over a failed state than give way
to a solution that allows for better governance but dilutes its
power.
Refugee Crisis
Do Something, Anything
The prospect of instability in India, Bangladesh
is very real.
Two Failed States Sandwich
India now has 2 failed states as neighbours:
• Afghanistan {separated from India by lawless parts of
Pakistan}, and
• Myanmar
India’s worry is China’s dividend
SarmaVANGALA, Ph D
Chief Executive Officer
Metastrategy, Inc.
• SarmaVangala is a corporate consultant
specialising in Strategy, M&A and Business
Transformation
• Based inToronto, CANADA
• BTech (IIT(M)); PhD (Exon.); Professional Engineer
• sarma.vangala@metastrategyinc.com
Dynamics
Myanmar on road to becoming next afghanistan

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