[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

In Godfather, we trust



---------------------------------------------------------------------
Please help make the Manifesto better, or accept it, and propagate it!
---------------------------------------------------------------------
TOI, 10/9/2000
Swaminomics by Swaminathan S
                     Anklesaria Aiyar In Godfather, we trust

                     Foreign visitors frequently ask me for my
assessment of
                     India's prospects. I tell them that economic
management
                     is improving, but governance is deteriorating, and
beyond
                     a point deteriorating governance can make good
                     economic management impossible. This has already
                     happened in Bihar: Economic liberalisation can do
                     nothing whatsoever for that benighted state.
Governance
                     is far better in the rest of India, yet we
increasingly take
                     the criminalisation of politics and business for
granted, as
                     part of the background noise rather than an alarm
bell.

                     When I say this, foreign visitors usually think I
am talking
                     about tax fraud or excise evasion. No, no, I tell
them, I
                     am talking about assault and murder. They look
                     incredulous: Surely you are exaggerating, they say.
No, I
                     reply, the Election Commission itself has estimated
that
                     40 MPs and 700 MLAs face criminal cases, many for
                     assault and murder. The visitors are horrified: How
on
                     earth can people vote for criminals, they ask.
Because, I
                     reply, when the law is so ineffective that nobody
is jailed
                     for anything, then criminals become more effective
than
                     honest people. Nitish Kumar said famously after the
last
                     Bihar election that you cannot defeat a criminal by
acting
                     like a gentleman. So all parties have got
criminalised.
                     They now compete less on the basis of morality than

                     effectiveness. And when governance is weak, the
mafia
                     can be very effective.

                     When the polity gets criminalised, business cannot
be far
                     behind. Embezzlement, fraud, tax evasion and white
                     collar crimes of every kind have long been common
in
                     business. A newer trend is to have connections with
the
                     mafia: This can translate into business clout. And,
far
                     from being treated as a pariah, a businessman with
mafia
                     connections can command respect and popularity.

                     You think I am joking? Well, just look at the two
big
                     public issues of shares in the market today. One
issue
                     comes from Hughes Tele.Com, a well-known MNC
                     which is expanding in the telecom business. The
second
                     issue comes from Tips Industries, which holds the
music
                     rights of several leading movies (Rangeela, Taal,
Biwi
                     No. 1) and is a major player in music CDs and
tapes.
                     The fine print of this company's public issue
contains an
                     interesting disclosure: One of its promoters,
Ramesh
                     Taurani, has been charged in connection with the
murder
                     of Gulshan Kumar, the former king of Indian music
                     piracy, in 1977.

                     Now, in any economy with decent governance, it
would
                     be impossible for an accused in a murder case to
come
                     out with a successful public issue. The regulatory
                     authorities would not stop him: Every person is
regarded
                     as innocent till proved guilty. But in most
countries, the
                     media would have blazing headlines on an alleged
                     murderer having the gall to ask the public to
invest in a
                     venture clouded by mafia links and suspicion of
murder.
                     The investing public would refuse to touch such a
public
                     issue, seeing it both immoral and risky. At the
very least
                     they would wait for an acquittal before entrusting
their
                     funds to such a company.

                     That is not the case in India. Far from being
diffident,
                     Tips Industries is asking investors to pay a
whopping Rs
                     325 for shares with a face value of Rs 10--that is,
a
                     premium of Rs 315 per share. By contrast the famous

                     MNC, Hughes, is asking for no more than Rs 12 per
                     share. The company with the accused murderer is
seen
                     as having far better prospects than a mere MNC.

                     The comparison is not entirely even-handed. Hughes
is
                     launching a new and very capital-intensive company
                     which may not make money for years. By contrast,
Tips
                     is a well-established and highly profitable
company. Yet
                     my foreign visitors are dumbfounded with
astonishment
                     (and a creeping sense of terror) when I tell them
that
                     Indian society has become so criminalised that
criminal
                     businessmen are becoming objects of envy rather
than
                     ostracism.

                     The late Kumar started as a music pirate,
                     mass-producing cheap copies of hit songs and
                     undercutting legitimate music companies which paid
                     royalties. Later he launched a legitimate brand,
T-Series,
                     but was always seen as having a foot in both
worlds, the
                     legitimate and illegitimate. Now, pirates naturally
have a
                     host of enemies. In 1997, hired gunmen pumped 15
                     bullets into Kumar. Not only did the pirate die, so
did his
                     piracy business.

                     The police investigated the crime and concluded
that it
                     had been committed by the Chhota Shakeel gang at
the
                     instance of music director Nadeem and Taurani.
Nadeem
                     fled to London, but Taurani stayed, and is
currently being
                     tried for abetting the murder. Not many people
expect
                     him to be convicted. Because of the interminable
delays
                     of our legal system, plus the corruption and
incompetence
                     that cripples prosecutory efforts, virtually no
resourceful
                     person is convicted of anything.

                     Far from being ostracised, Taurani is widely viewed
as an
                     effective businessman. Others in the music business
tried
                     to use legal processes to enforce intellectual
property
                     rights (IPRs) and stop piracy. They failed
miserably
                     because of the pathetic quality of governance in
India:
                     Neither the administration, police nor courts are
effective.
                     The person who really succeeded in reducing piracy
                     acted outside the law, by killing Kumar.

                     In our diseased climate, accusing Taurani of murder

                     translates into calling him an effective manager
finding
                     novel solutions to the problem of weak governance,
                     enforcing his IPRs through somewhat unusual means.
In
                     such circumstances, I suspect that the Tips
Industries
                     issue will be a success.

                     There is a lesson in this for Veerappan. He really
should
                     float a new issue at a premium of Rs 1,000 per
share. I
                     am sure it will be oversubscribed. He can then end
his life
                     of hardship in the jungle and retire to an
international tax
                     haven like the Cayman Islands. I am sure both SM
                     Krishna and Karunanidhi will underwrite the issue.



--------------------------------------------------------------------------
This is the National Debate on System Reform.       debate@indiapolicy.org
Rules, Procedures, Archives:            ../debate/
-------------------------------------------------------------------------