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The permeance of global debt

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Lanka will subsist on a diet of perpetual debt

by Kumar David

The thesis of this essay, conveyed within my 1,700 word-mandate, is that the world economy has entered a phase of near universal debt. Lanka’s inexorable overload of domestic and foreign debt is part our own making part footnote of the global story. Everywhere, mighty USA and European Union included, the state is mired in debt that will not vanish so long as Finance Capital (FC) rules the world. The surpluses created by economic activity are amassed by a few institutions and individuals. Thomas Piketty drew attention to inequity of wealth and income. The market capitalisation of the world’s largest 2,000 companies is $100 trillion, but the value of all the property (land, houses, other fixed assets) of the poorer 50% of the world’s population is just $10 trillion. The heft of bank balance sheets, private-equity, mutual and hedge funds, pension & social welfare coffers, sovereign wealth funds and holdings of personal wealth, leave one dumb struck by their magnitude. FC rules the world.

Recently, post the 2009 recession, Central Banks including especially the Fed in the US expanded money supply not by billions but by trillions. Governments issued bonds, that is borrowed from FC’s (money-market) gigantic holdings to splurge on fiscal deficits or “sold” Treasury Bonds to Central Banks, which printed money (electronically) to “buy” on never-never terms. Debts to Central Banks will never be repaid, simply rolled over in perpetuity. Central Banks also ‘Quantitative-Eased’ hundreds of billions to banks and private funds to lubricate asset purchases (equities and property) which merely ballooned an asset price bubble and exacerbated wealth inequality. I don’t want to stud this piece with statistics which readers will find easily enough on the Internet and will limit myself to three numbers. The US national (government) debt of $26.5 trillion exceeded US GDP during 2020 and will not decline in the foreseeable future – in Japan it’s 230%. Second, global government debt is $60 trillion but global GDP in nominal (not PPP) terms is $75 trillion. The third point is that the total debt of non-financial corporations, globally, is about 95% of global GDP according to the IMF.

 

A nominal currency (not PPP) comparison

This essay is intended for my non-specialist readers and the data gives a broad idea of magnitudes and distributions. It is not easy to gauge indebtedness of financial institutions as reliable data is hard to come by. And it is meaningless to tot up household debt globally because $1,000 has a different meaning for say the denizens of the USA as against an Indian or an Indonesian. The idea I would like you to take away is not only that States and Corporations are deeply mired in debt, but more important things will get worse not better in the 2020s decade. This is commonplace in countries where productivity is low and which will never export enough to cover imports plus investment for capital projects plus surpluses to accommodate graft for the political classes. But I put basket cases to a side to deal with chronic diseases of the mighty. I cannot within the confines of this essay deal with the US, the EU and China, the big three whose capital shapes the world, and I have to limit this essay mainly to the US

Classical Keynesianism held that when demand and employment were low and economic activity in decline, the state should intervene and prime the pump with monetary and fiscal injections. ‘Monetary’ means to hold interest rates down and lend (print) to would-be investors; fiscal stimulus is big spending by governments to build infrastructure and create employment. Roosevelt’s New Deal helped but it was really WW2 (capitalism loves wars, armaments production and sales) that did the trick. In theory, economic revival should allow the government to recoup its outlay via higher taxes and duties. The “Keynesian multiplier” was said to be greater than one. It worked in the glorious boom from 1945-1970 when capitalism shone and socialist ideas were put away in a dog-box. But Keynes-Thought lost its shine after the oil-shocks of the 1970s and welfare capitalism slumped into Stagflation – economic growth was stuck in the mud; high inflation could not be reduced and high unemployment persisted. The world did not learn a lesson and turn against capitalism. On the contrary, there came neo-liberalism; Regan, Thatcher, Pinochet and JR slashing welfare, smashing trade unions, privatising and swinging political philosophy to the far right. Except Pinochet, mostly within the bounds of democracy unlike ultra-right populism today.

The gurus of neo-liberalism like Heinrich Hayek, Robert Barro and Robert Lucas, theorised that the Keynesian-multiplier was less than one. Barro father of the now discredited ‘rational expectations theory’ said that if the state spent more, people will realise that higher taxes were on the way and would spend less, erasing the hoped for increase in demand. Nothing of the sort is happening today; reality has stood ‘rational expectations’ on its head. The US housing market is rising because of low interest rates (interest rates are negative in Japan). Consumer spending remains undamped without engendering inflation because the US consumer is tapping into a global, mainly Asian, dirt cheap by US prices, one-billion worker labour-market churning out goodies for pampered North American and European consumers. Inflation in the Eurozone is negative; Japan is in perpetual deflation. Fifteen dollars per hour! An Asian or south of the US-border worker will be lucky to take home $15 (LKR 2800) a day. What Barro and his ilk failed to take into account was much-integrated global goods, services and labour markets. US inflation stays stubbornly low because producers for the US market de facto pay minimal wages to their producers (workers). In any case governments and Central Banks can’t stimulate the economy in perpetuity, you can’t defy gravity forever.

Demand is slack in advanced countries because the one percent rich can only splurge that much on consumer goods and prefer to invest in assets, and secondly production companies are risk-averse in the face of Asian competition hence domestic investment in manufacturing remains weak. The pre-COVID picture was bleak since state revenue was slack in the rich world due to slow growth, and it was falling in the US thanks to Trump’s tax handouts to the rich. Post-COVID expenditure has risen even further due to large expenses on medical and subsistence grants and unemployment payments. Hence pressure for trillion-dollar stimulus packages. The end point is that substantial fiscal deficits have become a permanent feature. In the US for example the fiscal deficit for 2020 and 2021 taken together will be three to five trillion dollars. There is no way out except to borrow-print-hold interest rates low or negative, and live with debt for eternity. Eurozone stimulus will be hundreds of billions per years for many more years. This nexus of extra-loose monetary policy and unescapable fiscal deficit blurs the divide between monetary and fiscal policy; they merge. Government borrowing without constraint has got a new name, Modern Monetary Theory (MMT). Adherents of MMT dismiss concerns that excess borrowing will induce inflation or will bring countries to the brink of an abyss. They have no fear that if interest rates go up governments will have to default or that the financial system will die in convulsions.

I need to repeat the thesis that underpins my essay before moving on: The world economy has entered a period of universal debt – government, corporate and household. I now need to say a few words about high-finance in China; I am avoiding the term finance-capital (FC) when dealing with China because how financial interactions will unfold in the context of a state-led economy cannot be foreseen yet.

High-finance is moving into China on a not insignificant scale. I am on tenuous ground, but I make a ball-park guess that about 10% of global high-finance is networked with China – add 5% to 10% if Hong Kong is included. True, New York, London, Tokyo and Frankfurt dominate bank, investment-fund and equity-market capital. High-finance however is on the move; asset managers (BlackRock and Vanguard), giant investment banks (JP Morgan Chase) and others are setting up shop in China (HSBC is already there), and Ant Group’s Hong Kong stock market launch later this year will be the largest ever IPO, eclipsing Saudi oil giant Aramco’s recent listing. Let us imagine that global high-finance has a quarter of its roots in the PRC by 2030. Remember that China took over as manufacturing workshop of the world in 20 years from 1980 to 2000; finance is a great deal more fluid than industry.

High-finance will be affected if the reach of China’s financial sector becomes even half as big as its global manufacturing. Some of the influences that will underpin change in the decade of the 2020s are easy to discern. The stranglehold of the US dollar as world reserve currency and mechanism of payment will need to be broken. Within five years an alternative global payments system and a currency based on two or three of the following, gold, yuan, yen, Euro and US$, will need to be initiated. (The US is the only country that can run eternal deficits, print mountains of money and export its economic problems because the world remains hungry for dollars till the value of the dollar declines). Second, the world needs other payments mechanism to overcome the US stranglehold known as sanctions – Cuba, Iran, Hong Kong, China, Venezuela, Turkey and Russia are among affected countries. Third, Belt & Road expenditure will be facilitated by an alternative global currency and banking and payments mechanisms.

A few words about Lanka before I sign off. The merging of monetary and fiscal policy is already advanced. Prof Lakshman’s task is to stay on the phone borrowing from whoever will lend and burning the midnight oil ensuring that the printing presses keep rolling. We are familiar with Lanka’s Central Bank borrowing billions again and again from China, India, the IMF or money-markets to repay China, India, the IMF or money-markets, again and again! Debt keeps growing as interest compounds while capital indebtedness persists. The balance of payments will remain in the red if not forever, for the foreseeable future. I don’t know it can be reversed both because governments need to survive politically and there is no big-enough feasible economic strategy. I am certain China, India, Japan and the US will not let us sink on the balance of payments issue since none of them wants a chaotic and anarchic country in this geographic location. For this reason I do not see sudden collapse but slow irreversible decline.

This essay has turned into heavy reading; I feel sorry for myself. No one pays attention to well researched stuff that is not simple to skim and digest. Anything on the Sinhala-Tamil brawl or derogatory of persons, regimes or regime-opponents draws stampeding crowds. Oh well, what to do!



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The 22nd Amendment, constitutional recovery and illiberal slippage

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by Dinesha Samararatne
Professor, Dept. of Public & International Law, Faculty of Law of the University of Colombo
 and was an independent member of Sri Lanka’s Constitutional Council (Jan. 2023 to Jan. 2026).

Sri Lanka’s political transition in 2024 was widely regarded as restoration of democracy, a reversal of authoritarian rule and an opportunity for constitutional recovery. The 22nd Amendment is the first constitutional amendment since this turning point. It 1) extends the age of retirement of the judges of the superior courts by two years, 2) expands the number of judges in the Court of Appeal by 4, and 3) introduces a cap of 6 years on the term of a Chief Justice. The expansion of the Court of Appeal is meant to facilitate the Court sitting outside of Colombo.

This Amendment is a stress-test on Sri Lanka’s democratic restoration as well as constitutional recovery. This Bill was published in the Gazette along with a proposed amendment to the Judicature Act of 1978, which sought to extend the age of retirement for the lower judiciary and to increase the number of judges of the High Court by 10. The enactment of the Amendment coincides with the completion of two years of this Government. Here, I offer a brief assessment of some of the key policy and constitutional issues involved.

Democratic Transition and Constitutional Recovery

There were many signs of a new lease of political life in Sri Lanka following the presidential election in 2024. Many politicians (of a certain kind) who sensed the change chose to not even contest the parliamentary elections. An Inspector General of Police (whose appointment itself was, at the time, under challenge) was impeached, and the political discourse seems to shift towards more democracy, transparency and accountability. The vigilance of the engaged citizen (as opposed to the mere voter) was evident in the pushback which led to the resignation of a Speaker as well as a Minister.

Some may say that these changes were too little and too late. After all, the Online Safety Act and the Prevention of Terrorism Act remain on our law books and we are still governed by an Executive President. Some others may argue that these are signs of a significant paradigm shift that is underway. Since 2025, the number of investigations, prosecutions and convictions related to bribery and corruption has been unprecedented, the President’s Fund is being accessed by people on the basis of financial need and there seems to be a change in the political culture. Whether these changes may be consolidated, it is too early to tell.

Policy and the 22nd Amendment

The 22nd Amendment to our Constitution suggests that political tactics familiar to the old order of things (to the extent that that order is in our past), are re-emerging. A proposal for a constitutional amendment which is piece-meal (with no convincing explanation for its selectivity), is published in the gazette without public consultation – not even consultations with relevant professional bodies – and is enacted without bi-partisan consensus. A recent example of a similar approach is the expansion of the number of judges in the Supreme Court and Court of Appeal by way of amendments at the Committee Stage of the 20th Amendment in 2020, with no transparency or consultation and with political justification post-Amendment. Many questions arise and remain unanswered. Among the many issues that plague our courts, on what basis were these issues prioritised for reform? As in the past, the process has been opaque and rushed. In turn this has led to polarised debates which carry the risk of compromising the confidence in the Government.

Laws delays, one of the stated concerns that the 22nd Amendment seeks to address, is at crisis levels in Sri Lanka. It is certainly a concern for citizens but it is a concern along with the extremely weak mechanism for legal aid, the lack of accessibility of court procedures and the difficulties we face for instance at a police station. We have a right to know why amidst all these serious and ubiquitous issues, the government prioritised constitutional reform in this selective manner. Constitutional reform must demonstrate a compelling link between the aspirations of the people for democracy, for human dignity and the flourishing of life. If the plight or aspirations of people are weaponised by political forces or elected representatives, we carry the burden of calling that out.

My own view is that a review of the age of retirement of judges is long overdue, but whether and how it ought to apply to sitting judges, carries the real or perceived risk of undermining the independence of the judiciary. Moreover, that is certainly not the only reform that is long overdue. The minimum criteria for the appointment of a judge to our superior courts is governed by convention (sometimes in the breach), not by law. In fact, the law does not lay down any criteria for appointment to our superior courts despite the Court’s assertion in its Determination on the 22nd Amendment bill that judges are appointed on merit, ‘competence and ability to work hard’ (p 87). While procedures and mechanisms are in place for disciplinary measures for the judiciary of lower courts, there is no such mechanism for the superior courts. The rules of the Constitutional Council (a matter that has been disputed in litigation) do not provide guidance on the process to be adopted for approval /disapproval of nominations made by the President to these courts. There is no judicial review of legislation in Sri Lanka. In fact, we are governed under a constitution that provides for the enactment of constitutional amendments or law reform that are inconsistent with the Constitution (with approval at a referendum). These are some aspects that require review and discussion in relation to the further improvement of the judicial branch of the state in Sri Lanka. Many of us consider these reforms not just important but also urgent.

Special Determinations and their Scope

Generally, after a Bill is placed in the Order Paper of Parliament, any citizen may challenge it before the Supreme Court and the Court communicates its determination to the President and to the Speaker within three weeks (Article 121). When a Bill proposes to amend the Constitution, it requires approval by 2/3 absolute majority in Parliament. Therefore, if a Bill is challenged, the Court has to determine whether it also requires approval by the people at a referendum. The approval of the people is required if the Court determines that the Bill or any of its clauses is inconsistent with the entrenched clauses of our Constitution listed in Article 83. There are 10 entrenched clauses in our Constitution including the clause on Buddhism and freedom from torture. These clauses may only be amended with 2/3 in Parliament and approval by the People.

The presentation of the Bill and proceedings before Court is a reminder, yet again, of the sheer inadequacy of the manner in which the Constitution is amended or how we engage in law reform. Within a matter of three weeks, the Supreme Court is required to exercise its ‘pre-enactment’ judicial review. In this case, 65 petitioners rushed to Court to challenge the 22A bill and eight others the amendment to the Judicature Act. The hearings are conducted under severe time-pressure, including, in this instance, without a right of reply for the petitioners to the submissions by the Attorney-General. In the proceedings related to pre-enactment review, I cannot help but notice the irony of the process. At least in theory, the Attorney-General is the guardian of the Constitution and, therefore, is required to act in trust, for the benefit of the People. In these hearings, however, the Attorney-General, by and large, presents and defends the policies of the government. In theory, the government represents the people. The petitioners, too, bring to Court the concerns of the people (to the extent that they are presented by the petitioners) through counsel who often appear pro-bono for them. One possible way out of this dilemma is to consider a possibility for the Attorney-General to participate in these proceedings on the basis of the Constitution and for the government to retain its own counsel to make submissions defending its policies.

Two Constitutional Issues

The Court was faced with two constitutional questions in hearing these petitions. First, whether the petitions required the full court to hear and determine the matter since the Bill involved the retirement age of the sitting judges as well. Second, the Court had to determine whether the proposed amendment had a negative impact on judicial independence, whether judicial independence was an aspect of the entrenched clauses of our Constitution and if both those questions were answered in the affirmative, whether the Bill required approval at a referendum. Previously, the Court has determined that in reviewing a Bill, Court will not inquire into the desirability of the proposed reform but limit itself to determining whether any clauses of a Bill are inconsistent with the entrenched clauses of Constitution and would therefore require approval by the people at a referendum.

Constituting the Bench

In the Supreme Court, benches ordinarily comprise three judges, and the Chief Justice is vested with discretion to constitute larger benches of five or more judges (Article 132). In ‘the opinion of the Chief Justice’ the question involved must be one of ‘general and public importance’. The decision to constitute a larger bench may be the Chief Justice’s decision, or on the request of at least two of the judges hearing the matter or at the request of a petitioner. In the Dissolution case (2018) the Chief Justice himself constituted a Bench of seven judges.

The Chief Justice had constituted a Bench of five judges to hear this matter, of different years of seniority in the Court. Court rejected the request for a full bench on the basis that the Bench did not have a conflict of interest and that a five-judge Bench was the appropriate use of the resources of the Court, particularly in light of the fact that the Court was due to hear petitions regarding another bill at the same time. For the first time, the Court comments on the administrative functions of the Chief Justice, the difficulties in case management under resource constraints and the internal procedures of a bench when dealing with a Special Determination. Ironically, this reminds us that for several months, the vacancies in the Supreme Court and the Court of Appeal have remained while the President and the Government claim that they are committed to addressing laws delays.

Even if the Court had taken the view that there was a conflict of interest, as a matter of necessity, the Court had to make a determination on this Bill. The Court, in its wisdom, determined that a five-judge bench was constitutionally adequate. Yet, it could be argued, that in this context, a full bench or a fuller bench, would have satisfied all concerned that the Court had taken the maximum measures it could, to avoid any perceptions of a conflict of interest. That interest of the Court and of our constitutional system, arguably is constitutionally more important than ensuring efficiency in case-management.

The Bill and Independence of the Judiciary

The independence of the judiciary includes the following dimensions: personal and institutional; negative and positive; the actual and the perceived; and procedural and substantive. These dimensions require a principled assessment as well as a situated or contextual assessment.

‘Independence of the Judiciary’ is explicitly mentioned only twice in our Constitution: in the preamble, as part of our ‘intangible heritage’ which ‘guarantees’ our dignity and well-being and as the sub-heading for chapter XV of the Constitution. The independence of the judiciary, as part of our intangible heritage, has to be understood as a foundational constitutional concept and as a constitutional principle. In its operationalisation, the concept and the principle have to be interpreted and applied in context. This is where the contestations on the 22nd Amendment come alive. None of the entrenched clauses directly refers to the independence of the judiciary. However, in its recent jurisprudence, the Court has held that the independence of the judiciary has to be read into Article 3 of our Constitution, which is entrenched. Article 3 states that ‘sovereignty is in the People and is inalienable’ and further that our sovereignty includes ‘powers of government, fundamental rights and the franchise.’ In this Determination, Court endorses this interpretation.

The Court rightly notes that matters of policy are not reviewable by court except if such policies are vague or manifestly unreasonable. The Court determines that petitioners were wrong to argue that the extension of the age of retirement of the judiciary was an encroachment on the independence of the judiciary. Notably, the Court does not explain the independence of the judiciary as a constitutional concept except to note that the Constitution ‘guarantees that Judges will be able to make decisions free of influence and based only on relevant facts and law.’ (p 74). The Court further notes that while a reduction of the term or a reduction in the salaries of judges would undermine judicial independence, the increase of salaries of judges could hardly be considered as impacting judicial independence.

The Court considered several comparative examples in considering whether or not the extension of the age of retirement has been determined to have undermined the independence of the judiciary elsewhere. However, in each of those examples the broader constitutional context has a material bearing on the conclusions reached. In India, the selection of judges for appointment is through the Collegium System which comprises the judiciary. In the UK, the age of retirement was raised after extensive consultation between July – October 2020. As reported by the UK government, 1004 responses were received from the judiciary, the legal profession and other stakeholders. It is thereafter that the decision was implemented. It is relevant to note here that despite the lack of consultation, the lower judiciary and the Bar went on record opposing this Amendment.

In its wisdom, the Court agreed with the submissions made by the Attorney-General that since the extension of the age of retirement applied to all the judges, it was non-discriminatory and non-discretionary and therefore was ‘not at the whim and fancy of the Executive.’ (p 83) The Court reproduces a Note to the Cabinet (3 July 2026) which sets out the reasons for the Government’s policy decision. Notably, in a sector where no constitutional reforms have been made, except to require approval for appointments by the Constitutional Council, the Note provides no justification for selectively focusing on the age of retirement. The excerpts of the Note reproduced in the Determination make no reference to the other two reforms proposed.

The Social Justice Questions and Constitutionalism

For us, the constitutional questions have to be answered within the broader political context. From the citizen’s perspective, even the increase of the salaries of judges, if implemented under questionable, selective or opaque circumstances, can give rise to questions, concerns and a weakening of public confidence. Facts take colour from their context. This reminds me of another question on which there has been some debate in Sri Lanka, which is, whether Sri Lanka should establish a separate Constitutional Court which will adjudicate on constitutional matters thereby permitting a broader jurisdiction and mandate.

Some others have even described law as a colonial tool that has oppressed most in society. Some have argued that social justice requires that we marginalise or even dispense with commitments to liberal values such as rules of procedure and values of democracy such as diversity of opinion. That Sri Lankans have experienced exploitation, that democracy has been abused for state capture, through its Constitution and law, is true. As much as the law has been a tool for exploitation and abuse, it has also been a tool for liberation and social justice. Victims of human rights violations and abuse of law, often the vulnerable in our society, often have no recourse but the law. They seek it, even if to fail. Justice, too, is heavily contested and should remain so. Its meaning cannot be the monopoly of one social class, a political party or a ruling elite. At the same time, there ought to be commitments we can make as a polity to values, procedures and substantive outcomes that bring liberal commitments to rights and procedure with those of social justice. Furthermore, we must avoid the trap of romanticising ‘the people.’ We, the people, have actively sought and cultivated political patronage and participated in practices that undermine our common good, such as daily acts of violence, racism, patriarchy, corruption, abuse whether at home, at work or in the public domain.

Returning to the question of law, constitutions and justice, we should be vary of a ‘them vs us’ approach, particularly when they are propagated by those with political, cultural or economic power. The Constitution allows the Cabinet to place a bill before the People for their approval through a referendum (Article 120). Perhaps, taking this path, even if it carries a significant financial cost, may have allowed the government to put to rest the opposition to the 22nd Amendment. It is ironic that under a Constitution that declares the people to be sovereign, the only time a bill has been put to the people, was to postpone the exercise of their franchise (4th Amendment to the Constitution 1982).

Illiberal Slippage and/or Democratic Backsliding?

Serious issues of constitutional politics of this nature require that a strong government (which is what we have, with a charismatic leader and 2/3 in Parliament) is matched by a strong Opposition. What we have, instead, for the most part, are some politicians and political parties that have no credibility on matters related to the judiciary, mobilising against the government and claiming to defend the independence of the judiciary. While that tragi-comedy writes itself, we the citizens ought to be concerned about the lack of healthy political competition, an essential feature of a sustainable democracy and the disregard by the government of the reasonable voices within the Opposition.

Illiberal slippage or democratic backsliding has been identified as a risk for regimes that have led a transition to democracy. In a system headed by an Executive President, such a risk is all too real, as we know all too well. Ad hoc, piece-meal constitutional amendments of this nature place us on that path. In this political moment, many truths compete with each other. It is true that Sri Lanka made a distinct transition to democracy. It was made in stages starting from 2022. No single political party or social movement can claim that transition as their own. We cannot deny the organic dynamics of that transition. It is true that this transition has a class dimension to it. For certain, the political elite of the past enjoy diminished political capital and mileage, at least for now. The professional elite, depending on one’s perspective, too, arguably enjoy diminished traction. The ground beneath us is shifting. It is also true that within the limited electoral cycle, limited political capital, and in a context where former authoritarian forces remain electorally relevant, institutional reform is difficult. Situated in this broader context, there is cause for concern about the 22nd Amendment. It has weakened our transition to democracy and placed our constitutional recovery at risk.

(I write as an engaged citizen who studies constitutional law. The views expressed here are my own.)

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Why do students ‘fear’ algebra?

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by R N A de Silva
rnades@gmail.com

“I was good with numbers and liked mathematics, but it changed when letters started to replace numbers”- such sentiments are common expressions that we hear. Perhaps the challenges that the students face in mathematics as a school subject are mainly due to the fear of algebra. For many students the transition into secondary education brings this profound sense of academic dread – algebra. This anxiety is more a structural byproduct of human minds adapt to radical shifts in thinking than a personal failure of the individual student. Many students who have been dealing only with numbers suddenly feel that they are in unfamiliar territory as they have to combine numbers with letters, symbols and rules. Dismantling this fear has to be done by the educators through reshaping how it is introduced and contextualised so that it becomes an accessible gateway of logical reasoning.

Let us look at the reasons for the development of the fear of algebra.

The Challenge of the ‘unknown’

In the first few years of formal schooling, mathematics becomes a tangible experience. They can count with their fingers or tools like counters and beads. They can measure lengths of tables or rooms or divide boxes or fruits into fractions. The operations are predictable and visible. There is stability in numbers as three is always a three. Algebra disrupts this stability. Letters such as x and y are introduced which do not possess fixed values. Suddenly, they are asked to manipulate symbols which they cannot physically see. This demand for abstract thinking can leave students bewildered. When a student enters this stage prematurely or without adequate background, the brain struggles to attach meaning to symbols.

Foundational gaps

As mathematics is uniquely sequential and cumulative, a weak grasp of basic skills may hinder progress in algebra. If a student leaves primary school with a shaky understanding of mathematical operations, it will be a disruption to their ability to follow algebraic steps. Solving an algebraic equation such as 3x – 2 = 10 consists of two levels of cognitive processing. Determining the properties applicable to isolate the variable requires higher order strategic thinking while executing the basic arithmetic operations requires lower order execution. If difficulties arise with lower order execution, they lose track of the broader algebraic strategy. Building confidence starts with consistent practice of foundational skills.

Fear of making mistakes

In general, a problem in algebra may involve a multi-step process unlike in a standard arithmetic problem. This increases the chances of making mistakes thus resulting in an incorrect final answer although the process is correct. Unfortunately, the traditional grading systems often rely heavily on the final result than the logical process. This can lead to an intense fear of failure. Subsequently, this threat of failure may turn into a highly stressful experience.

Now, let us consider strategies to eliminate or minimise the growth of the fear of algebra.

Using concrete examples to clarify abstract ideas

It is essential for teachers to use concrete examples to bridge the gap between simple mathematics and symbolic reasoning, rather than forcing students to jump to abstractness unassisted. A few examples are given below.

Solving an equation such as 3x + 10 = 100 can be introduced in the form of a story. ‘I went to a shop and gave the shopkeeper Rs 100 asking for three candies. He gave me three candies and also Rs 10 as balance. What is the price that I have paid for a candy?’ The gradual introduction of a variable will be made easier with such narratives.

Figure 1

Equations can also be framed as games of balancing on a scale to understand what you do to one side of the scale need to be done on the other side too to maintain balance. (See figure 1)

Factorisation is an area that many students struggle with. The need for a quadratic expression to be converted to a product can be shown through tiles that need to be fully covered in a rectangular area. Factors of X^2 + 5x + 6 can be manipulated with tiles as shown below to obtain the answer as (x + 3)(x + 2). (See figure 2)

Figure 2

With such demonstration, symbols lose their mystical quality.

Embrace mistakes as stepping stones

Errors should be treated as valuable diagnostic data by the teachers where the students are able to dissect where a problem went wrong. Creating a supportive learning environment that normalises mistakes as learning opportunities helps reduce anxiety and encourages persistence.

Assessment should also be done to reward logical reasoning and correct algebraic procedures without giving too much weight to minor arithmetical errors. Formative assessments need to be conducted regularly as algebra is introduced, before the students become overwhelmed by the complexities of cumulative assessments.

Connect with real life applications

Many students fail to see how algebra connects to everyday life, making it harder for them to stay motivated. Wherever possible, teachers can demonstrate practical uses of algebra such as tracking expenses to find the balance remaining after expenditure, estimating travel time or fuel consumption, use of recipes dealing with proportion, tiling the floor of a room and finding measurements for a scaled model of a building. Showing how algebra helps in designing games or solving real-world problems enhances interest and comprehension.

Algebra may feel intimidating at first, but it is an opportunity for students to sharpen their reasoning, resilience and problem-solving skills. When the anxiety is eliminated, algebra reveals itself as an extremely useful and elegant toolkit for problem solving. Using appropriate teaching methods algebra can be transformed from an intimidating barrier into a powerful bridge to intellectual exercise. “An ounce of algebra is worth a ton of verbal argument.” said John Haldane.

(The writer is a senior mathematics examiner of the International Baccalaureate Organisation)

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Two Badulla forests covering nearly 200 hectares gazetted as reserves

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Badulla District

By Ifham Nizam

Two forest areas in the Badulla District — Mahiyanganaya Moopalana, covering 29.79 hectares, and Mahiyanganaya Heerussagala, covering 168.09 hectares — have been officially gazetted as forest reserves, bringing a combined 197.88 hectares of ecologically important land under formal protection.

The two forests, located in the Riddimaliyadda Divisional Secretariat Division within the Mahiyanganaya forest range, are dry-monsoon forests that provide habitats for a variety of native plant and animal species.

The declarations form part of the Government’s Vanaspathi forest conservation programme, under which 20 forests, covering a total of 9,538.68 hectares, across six districts, were granted protected status. The latest additions have taken the forest area, protected under the programme, to nearly 65,000 hectares, according to reports.

Environment Minister Dr. Dammika Patabendi and Deputy Minister Anton Jayakody were associated with the conservation programme.

Commenting on the significance of the declarations, Dr. Patabendi said the reserves are intended to deliver long-term environmental, ecological and social benefits.

“Through the declaration of these reserves, we aim to protect Sri Lanka’s biodiversity, safeguard water sources and watershed areas, create opportunities for eco-tourism, and preserve areas of archaeological importance found within these forests,” the Minister said.

Moopalana Forest

The 29.79-hectare Moopalana Forest is a dry-monsoon forest containing a range of natural resources and providing habitat for native species.

The forest is also linked to the livelihoods of surrounding rural communities. Local people obtain forest-based products such as rattan, veniwel and kitul, making the area significant, not only for biodiversity conservation, but also for traditional livelihood activities.

Several small waterways that become active during the rainy season are also found within the forest.

Heerussagala Forest

The larger 168.09-hectare Heerussagala Forest is likewise a dry-monsoon forest with important ecological resources and habitats for native flora and fauna.

The forest also has a direct connection with the local water system, with Nagadeepa Wewa being fed by the forest area.

Adding to its significance is the nearby Nagadeepa Temple, an area associated with archaeological value.

The protection of the forest, therefore, encompasses ecological, water-resource and cultural considerations.

The Ministry of Environment states that its broader approach to environmental management is based on sustainable natural-resource management, with government agencies, communities and other stakeholders participating in conservation efforts.

The gazetting of Moopalana and Heerussagala consequently places nearly 200 hectares of Badulla’s dry-monsoon forest under formal protection, strengthening the legal framework for conserving their biodiversity, water resources and associated cultural values.

The two forests are among 20 forest areas officially declared reserves in the latest phase of the Vanaspathi programme, which covers forests in Badulla, Anuradhapura, Ampara, Kegalle, Nuwara Eliya and Vavuniya.

For the communities surrounding these forests, their protection also represents the preservation of natural resources that support local livelihoods and water systems — while ensuring that these forest ecosystems remain part of Sri Lanka’s natural heritage for future generations, says Environment Ministry Consultant Dr. Ravindra Kariyawasam.

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