-Caveat Lector-

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Today's Lesson From Skunk Works

by Ben R. Rich & Leo Janos

But that was inconsequential compared to another blue-suiter U-2 pilot,
Major Chuck Maultsby, who was flying out of Alaska on a routine sampling
mission right at the height of the 1962 Cuban missile crisis. His
mission took him over the North Pole in the middle of the night, and
when he turned to return to Alaska, he took the wrong south heading and
wound up flying deep into Soviet territory. The Russians picked him up
right away and thought SAC was coming in the back way to nuke them and
start World War III. We monitored them scrambling jets against Chuck. He
could see the contrails of dozens of fighters trying to reach his
altitude and shoot him down. Finally, President Kennedy got on the hot
line with Krushchev and told him we have a lost U-2 pilot over your
 country on a weather mission, and he is not--repeat, not--a hostile
aircraft. Maulsby had no direct radio communication, only a passive HF
receiver that allowed him to listen. Someone on the tanker that had
refueled him got on the horn and informed Chuck that it was sunrise over
Alaska and suggested he turn his airplane 90 degrees until he saw light,
and then fly in that direction. Chuck obeyed and headed for the western
tip of Alaska, where he was met by a couple of our F-106s that escorted
him to base. He had made the longest U-2 flight ever--about fifteen
straight hours and ran his fuel down to zero, flamed out, had to
deadstick in with his face mask all frosted over.
=====

Chinese Spying

Chung was Told to Protect Loral and Hughes

The best way to survive

A California businessman suspected by the FBI of trying to coerce
Democratic fund-raiser Johnny Chung's cooperation in a probe of campaign
finance abuses warned Chung against pulling two U.S. aerospace firms
helpful to China's missile program into the scandal.
Robert Luu, who met Chung 20 times during a four-month period in 1998,
told Chung that Chinese intelligence officers in Beijing regarded Loral
Space & Communications Ltd. and Hughes Electronics as "untouchables,"
and strongly suggested he not give up any information that would be
"disadvantageous" to the two firms.

Mr. Luu, under investigation on charges of witness tampering and making
false statements, told Chung that Chinese agents had been in contact
with the two firms and that any accusations of wrongdoing would not be
helpful.

"They are making contacts with these two major companies," Mr. Luu said
during a June 24, 1998, meeting with Chung at his Torrance, Calif.,
office. "They are working, helping you. They don't want to have any
conflicts with the other side. . . . They are talking long-term business
relations."

Loral and Hughes were named in a House report in May as having given key
missile-related expertise to China that proved damaging to U.S. national
security interests.

Chung also was warned not to discuss any possible connection between the
two companies and Liu Chao-ying, a lieutenant colonel in the People's
Liberation Army and a Chinese aerospace company executive with whom
Chung had a business relationship. Federal authorities and House
investigators have identified Miss Liu as a key player in illegal
campaign activities in the United States.

"Don't mention about these two companies and their relationship with
her," Mr. Luu said, using Miss Liu's nickname, "Guniang." "Don't do
something disadvantageous to Guniang, it wouldn't be good for you
either. As long as it would be helpful for getting you out of it, then
it is helpful. Then you protect Guniang. Isn't that the best way to
survive?"

Miss Liu's company, China Resources, has been described by U.S.
authorities as a front for top PLA officers who assumed key positions
with the firm to continue their efforts to influence U.S. policy. Of
particular concern is a connection between China Resources and Gen. Ji
Shengde, the PLA's chief military intelligence officer, who -- according
to Chung -- ordered that $300,000 be transferred to Chung for donations
to the Democratic Party.

The cash eventually was telegraphed to Chung's account at the Overseas
Trust Bank in Hong Kong, then transferred to a California bank. Miss
Liu, whose father is Gen. Liu Huaqing, a member of the Communist Party
leadership, had her picture taken with President Clinton at a
fund-raiser she attended with Chung.

Mr. Luu, when he first approached Chung, told him he had been in contact
with Gen. Ji and Miss Liu.

Chung and Mr. Luu spoke on 11 occasions by telephone and met nine other
times, all of which were secretly recorded or videotaped by the FBI.
Copies of transcripts of those sessions were obtained by The Washington
Times. Mr. Luu is suspected of warning Chung against cooperating in the
FBI's campaign finance probe and of promising him "hush money" for his
legal defense in return.

The transcripts detail a suspected scheme by Chinese intelligence
officers to influence Chung's testimony, using Mr. Luu as their
messenger. Chung, who admitted last year to making illegal donations to
the Democratic Party, has since agreed to cooperate in the FBI's
campaign finance probe.

Loral and Hughes were singled out in the report by a select House
committee that concluded China had stolen secrets on every deployed U.S.
nuclear missile warhead and had 20 long-range missiles aimed at the
United States.

The report said the two companies supplied key missile-related expertise
that damaged U.S. national security, including rocket-guidance
technology and nose cones that could be used on a future Chinese
multiple-warhead missile.

The report said Loral and Hughes, in the aftermath of three failed
satellite launches by Chinese rockets, conducted launch-failure reviews
in which they offered recommendations that enabled China to improve the
reliability of its rockets.

The report said the advice was not only illegal but deliberate.

"Loral and Hughes deliberately acted without the legally required
license, and violated U.S. export laws," the report concludes in one of
many references to illegal actions.

Moreover, the report said, Loral and Hughes disclosed their unlicensed
activities to export-control officers only after they were contacted by
U.S. government licensing officials who demanded an explanation for
their conduct.

Officials at Loral and Hughes have denied any wrongdoing.

Bernard L. Schwartz, chief executive officer at Loral, was the
Democratic Party's largest single donor in the 1996 election cycle. He
personally persuaded Mr. Clinton to relax export controls on goods
likely to advance China's nuclear missile force.

Chung, who visited the White House 50 times, gave $366,000 to the
Democratic Party between 1994 and 1996. He told the House Government
Reform Committee in May that Mr. Luu said he was in contact with "some
people from Beijing."

He said Mr. Luu told him he had received money from Chinese officials
"to take care" of Chung's legal expenses.

He told the committee he "never acted as an agent for the Chinese
government" and believed he was free to do with Gen. Ji's money anything
he wanted.

He said he gave $35,000 to the Democratic Party, using much of the rest
for business purposes and to take care of Gen. Ji's son, who worked for
Chung in California.

The Washington Times, July 9, 1999


Russian Follies

Russia Back in Favor with Investors

Short memories, long odds


The day after Russia rocked the world's financial markets last August by
defaulting on its domestic debt, one foreign banker fumed that he would
rather eat nuclear waste than buy Russian paper again.


Less than a year later, foreign investors appear to have developed a
taste for the radioactive. The prices of Russia's publicly traded
post-Soviet foreign debt are rising. The equity market, which slumped by
more than 90 per cent last year, is up 145 per cent in 1999, making it
the best performing stock market in the world.


Astonishingly, the finance ministry said yesterday it was even
considering issuing new bonds - while investors are still trying to
recoup a fraction of their money on the ministry's defaulted bonds,
known as GKOs. Boris Berezovsky, one of Russia's most notorious
oligarchs, has been able to offload 1 per cent of his shares in the
Sibneft oil group this week to blue-chip European investors. Close your
eyes and you could be back in those heady pre-crash days of 1997.


Even some stockbrokers who are publicly plugging Russia's revival story
are privately bewildered. "This is scary," says one foreign banker in
Moscow. "The country has had a shot of adrenaline thanks to higher oil
prices and the liquidity in global markets. But everything on the
structural side is still a disaster."


Markets, though, are often swayed as much by perceptions as realities.
When the cataclysmic does not happen, the plain terrible can still hold
some appeal. "The lack of bad news is in itself good news and a major
positive for the market," explains Maxim Shashenkov, managing director
of Alfa Bank.


Many economists feared an explosion of inflation and a further rouble
collapse were inevitable after Yevgeny Primakov took over as prime
minister last September and brought several Soviet-era apparatchiks into
government. Contrary to almost all expectations, the economic outcome
proved far less malign. Instead of a sharp contraction of gross domestic
product this year, Russia may even register some marginal growth.


Investors certainly expected the worst from Victor Gerashchenko when he
was reappointed head of the central bank in September 1998. But Mr
Gerashchenko, once labelled the worst central banker in the world by
Jeffrey Sachs, the Harvard economist, appears to have learned that
excessive money printing is not a good idea. He has kept a relatively
tight rein on monetary policy and preserved the rouble within a stable
trading range.


Yuri Maslyukov, the Communist MP and former head of Gosplan, the Soviet
state planning agency, who was put in charge of the economy, soon
dropped most of his early notions of pumping government money into
industrial projects. By the time he was dismissed in May along with Mr
Primakov, Mr Maslyukov was chiding the International Monetary Fund for
its "socialist" recommendations. The IMF was urging the government to
raise additional tax revenues from the oil companies to increase
pensions and wages to the poor.


Much of the credit for this turnaround in the cabinet's thinking lies
with Mikhail Zadornov, Mr Primakov's finance minister and now first
deputy prime minister. He persuaded his colleagues that the inflationary
route out of Russia's problems was a cul-de-sac. His other achievement
was to bring a semblance of stability to Russia's rickety budget through
a mixture of hard work, luck, brutality, and some sleight of hand.


As a result of its default on its $40bn domestic bond market and its
$100bn of Soviet-era debts, Russia drastically reduced its debt
servicing costs this year. Moreover, the surge in international oil
prices has had a startling impact on the country's trade balance and tax
revenues.


Troika Dialog, a Moscow-based investment bank, estimates that Russia was
earning $21.5m a day in oil revenues while the price for Brent crude
languished below $10. As a result of the rise in the oil price to
$18.61, and a switch from domestic to foreign sales, Russia is currently
earning more than $40m a day.


The government has also kept the spending side of its budget under
control by allowing wages and pensions to lag behind inflation. That has
made poverty worse - more than a third of the population is trying to
live on less than $38 a month - but it has also helped the government
reduce its payment arrears. It appears that workers and pensioners are
happier to be paid on time - even in devalued paper - than to wait weeks
to receive a higher real sum.


These policies have allowed inflation to remain relatively low, the
rouble steady, and the budget more or less balanced. As one western
finance official says, Russia may have stumbled upon a viable - if
massively sub-optimal - "solution" to the country's most glaring
macro-economic woes. The irony is that all this has happened in the
absence of a formal IMF programme, giving additional ammunition to those
who argue that foreign financial support has only frustrated the
adoption of sound economic policies in Russia.


In the run-up to parliamentary elections in December, politicians are
already scrambling to take the credit for this "success". Earlier this
week, Anatoly Chubais, the liberal former first deputy prime minister,
trumpeted the arrival of economic growth in Russia but claimed that the
left-leaning government of Mr Primakov deserved no praise.


"The thanks for this, without doubt, should go to the previous
government of [Sergei] Kiriyenko," said Mr Chubais. "Economic growth is
the direct consequence of the rouble's devaluation of August 17."
Infuriated opponents asked why Mr Kiriyenko's government had blown
billions of dollars in a failed defence of the rouble if the benefits of
devaluation had been so obvious.


But there is little dispute that the devaluation has transformed the
competitive position of a large part of Russian industry. A recent
survey of business managers found that 75 per cent believed the current
economic conditions were favourable. Russia's inefficient producers may
still make basic, unattractive goods, but everything sells at a price.
Given the scale of the devaluation, which has made many imports
unaffordable, it is surprising that they are not doing even better.


Exports of many raw materials, such as oil, timber, metals, and
chemicals have climbed strongly, providing a cash and profit boost to
many of Russia's biggest industrial groups. At the same time,
domestically produced goods have begun to replace more expensive foreign
imports on shop shelves. The proportion of imports in retail sales has
fallen from 49 to 30 per cent.


The big question is whether this flickering economic activity amounts to
the beginning of a long-term recovery. There are those who suspect that
the jump in share prices is nothing more than what market traders call a
dead cat bounce. Already, there are signs that the benefits of
devaluation are weakening and industrial output is tapering off.


The government faces a dilemma in deciding how to manage the exchange
rate.


Some economic advisers are urging the government to allow the rouble to
depreciate further in line with inflation - the policy successfully
pursued by Poland in its early reform years. A stronger rouble may help
the government bear down on inflation, they argue, but it would also
kill off the fragile recovery in industrial output.


The markets are assuming there will be a real appreciation of the rouble
later this year, which will make debt servicing easier and increase the
purchasing power of the electorate just ahead of the elections.


At present, the government is paying its foreign debts out of central
bank reserves. It is therefore desperate to conclude a deal with the IMF
this month enabling it to roll-over maturing loans. Even though Russia
has defaulted on a large portion of its debt, it is committed to paying
$10bn next year, equivalent to about 40 per cent of projected budget
revenues.


The second problem is whether the budget stabilisation is sustainable as
the political temperature rises in the electoral season. Many economists
warn that such a fierce compression of social spending - with pensions
and salaries lagging inflation - might backfire against the government
later this year.


The real determinant of Russia's longer-term economic future is likely
to be how quickly the government can complete the desperately needed
structural reforms - which it failed to pursue throughout the 1990s - to
encourage investment.


"Establishing the rule of law and good corporate governance, pressing
ahead with bankruptcies, introducing a tax code and a proper banking
system, and reducing kleptocracy - these are the real issues the
government needs to address," says Charles Blitzer, a former World Bank
economist in Moscow who is now chief international economist at
Donaldson, Lufkin & Jenrette, the investment bank.


"Russia may not have fallen into an inflationary and economic abyss last
fall but I do not yet see any evidence of a strong, sustained recovery,"
he says.


President Boris Yeltsin promised that his newly appointed prime
minister, Sergei Stepashin, would vigorously pursue just these types of
structural reforms. But it looks less likely by the day that the
government will want to antagonise powerful corporate interests that
will finance the forthcoming election campaigns.


The lingering hope is that a newly elected president, with a fresh
political mandate and international financial support, may begin to
tackle these challenges next year. The danger is that in the absence of
structural reforms, Russia may only recover to stagnate.

The Financial Times, July 9, 1999


World Trade Order

Japan Supports China in WTO Bid

Now, about North Korea . . .

BEIJING - Japan and China are set to announce a bilateral agreement on
China's bid to join the World Trade Organization after Prime Minister
Keizo Obuchi of Japan meets his counterpart Zhu Rongji here Friday, a
Japanese official said Thursday.
A Japanese diplomat who arrived in Beijing on Thursday with Mr. Obuchi
said a formal agreement would be signed during the one-day summit. An
official at China's Ministry of Foreign Trade said the two countries
''reached agreements in most fields, and both sides are satisfied with
the results.''

Observers called the announcement of the largely ceremonial deal an
effort to add shine to what promises to be a lackluster summit.

Japan wants China to pressure North Korea to halt further missile tests,
but China appears reluctant to discuss the matter, Asian diplomats said.
China, on the other hand, is still smarting from Japan's unwillingness
at their last summit, in November 1998, to issue a written apology to
the Chinese people for its aggression during World War II.

Recent reports in South Korea have said that North Korea was building an
underground missile facility 19 kilometers (12 miles) from its border
with China. U.S. officials have also said that Pyongyang was preparing
to follow up on its missile test near Japan last August with another
launch.

A Japanese official said that Mr. Obuchi would raise both matters with
China. Asked why China did not appear eager to discuss the Korean
issues, he said: ''That's a good question.''

Sources familiar with the WTO deal said Japanese negotiators had backed
away from many of their market-opening demands - especially in the key
areas of telecommunications, marketing and transportation - in order to
reach some type of agreement with China.

''Mr. Obuchi has to get some fruits from this visit to China,'' a
Japanese analyst said. ''He ordered his staff to step down from the
negotiations and make the agreement.''

Although Japan is one of China's most important trading partners, the
expected bilateral agreement between Tokyo and Beijing is more symbolic
than substantive. China still needs the blessings of the United States
and the European Union to enter the WTO.

Meanwhile, the European Commission set out its official position
Thursday for a round of world trade talks beginning in Seattle in
November. Officials of the European Union executive body said it made
little sense to negotiate lower tariffs if hidden barriers such as
cartels distorted markets and made it impossible to expand trade. The EU
will seek to extend globally accepted rules to a host of new areas
including investment, banking and other services, and antitrust
regulations, officials said.

China's WTO negotiations with the West have been stalled since NATO
bombed the Chinese Embassy in Belgrade on May 7. China pulled out of the
talks, and its trade minister, Shi Guangsheng, has repeatedly said
discussions would not be resumed until the bombing issue was resolved.
Beijing has publicly rejected the U.S. explanation that the bombing was
an accident.

Chinese negotiators have stepped back from some of the commitments to
reduce trade barriers they made during Mr. Zhu's trip to Washington in
April. Some Chinese critics have said Mr. Zhu offered too much. Japanese
officials hoped the agreement during the summit would ''keep the
momentum'' for China's entry, the Japanese analyst said. If China does
not join the WTO this year, its entry may be delayed for several years
until the trade body completes the round of negotiations that begins in
November.

International Herald Tribune, July 9, 1999
-----
Aloha, He'Ping,
Om, Shalom, Salaam.
Em Hotep, Peace Be,
Omnia Bona Bonis,
All My Relations.
Adieu, Adios, Aloha.
Amen.
Roads End
Kris

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