Jim Castle is a friend of mine. I have known him since we were graduate students in Indonesia in the late 1960s. While I labored in academe he went on to found and grow CastleAsia into what is arguably the most highly regarded private-sector consultancy for informing and interfacing expatriate and domestic investors and managers in Indonesia. Friday mornings he hosts a breakfast gathering of business executives at his favorite hotel, the JW Marriott in the Kuningan district of Jakarta.

Or he did, until the morning of July 17, 2009. On that Friday, shortly before 8am, a man pulling a suitcase on wheels strolled into the Marriott's Lobby Lounge, where Jim and his colleagues were meeting, and detonated the contents of his luggage. We know that the bomber was at least outwardly calm from the surveillance videotape of his relaxed walk across the lobby to the restaurant.

He wore a business suit, presumably to deflect attention before he blew himself up. Almost simultaneously, in the Airlangga restaurant at the Ritz Carlton hotel across the street, a confederate destroyed himself, killing or wounding a second set of victims. As of this writing, the toll stands at nine dead (including the killers) and more than 50 injured.

On learning that Jim had been at the meeting in the Marriott, I became frantic to find out if he were still alive. A mere 16 hours later, to my immense relief, he answered my e-mail. He was out of hospital, having sustained what he called "trivial injuries", including a temporary loss of hearing. Of the nearly 20 people at the roundtable meeting, however, four died and others were badly hurt. Jim's number two at CastleAsia lost part of a leg.

The same Marriott had been bombed before, in 2003. That explosion killed 12 people. Eight of them were Indonesian citizens, who also made up the great majority of the roughly 150 people wounded in that attack - and most of these Indonesian victims were Muslims. This distribution undercut the claim of the country's small jihadi fringe to be defending Islam's local adherents against foreign infidels.

But if last Friday's killers hoped to gain the sympathy of Indonesians this time around by attacking Jim and his expatriate colleagues and thereby lowering the proportion of domestic casualties, they failed. Of the 37 victims whose names and nationalities were known as of Monday, 60% were Indonesians, and that figure was almost certain to rise as more bodies were identified. The selective public acceptance of slaughter to which the targeting of infidel foreigners might have catered is, of course, grotesquely inhumane.

Since Susilo Bambang Yudhoyono was first elected president in 2004, Indonesia's real gross domestic product has averaged around 6% annual growth. In 2008 only four of East Asia's 19 economies achieved rates higher than Indonesia's 6.1% (Vietnam, Mongolia, China and Macau). In the first quarter of 2009, measured year-on-year, while the recession-hit economies of Malaysia, Singapore and Thailand all shrank, Indonesia's grew 4.4%. In the first half of 2009, the Jakarta Stock Exchange soared.

The economy is hardly all roses. Poverty and corruption remain pervasive. Unemployment and underemployment persist. The country's infrastructure badly needs repair. And the economy's performance in attracting foreign direct investment (FDI) has been sub-par: The US$2 billion in FDI that went to Indonesia in 2008 was less than a third of the $7 billion inflow enjoyed by Thailand's far smaller economy, notwithstanding Indonesia's far more stable politics.

Nevertheless, all things considered, the macro-economy in Yudhoyono's first term did reasonably well. We may never know whether the killer at the Marriott aimed to maximize economic harm. According to another expat consultant in Jakarta, Kevin O'Rourke, the day's victims included 10 of the top 50 business leaders in the city. "It could have been a coincidence," he said, or the bombers could have "known just what they were doing".

Imputing rationality to savagery is tricky business. But the attackers probably did hope to damage the Indonesian economy, notably foreign tourism and investment. In that context, the American provenance and patronage of the two hotels would have heightened their appeal as targets. Although the terrorists may not have known these details, the Ritz-Carlton Hotel Company is an independently operated division of Marriott International, Inc, which owns the JW Marriott brand, and both firms are headquartered on the outskirts of Washington DC.

Second-round revenge against the Marriott may also have played a role - assaulting a place that had rebuilt and recovered so quickly after being attacked in 2003. Spiteful retribution may have influenced the decision to re-attack the Kuta tourist area in Bali in 2005 after that neighborhood's recovery from the bomb carnage of 2002. Arguable, too, is the notion that 9/11 in 2001 was meant to finish the job started with the first bombing of the Twin Towers in 1993. And in all of these instances, the economy - Indonesian or American - suffered the consequences.

Panic buttons are not being pushed, however. Indonesian stock analyst Haryajid Ramelan's expectation seems plausible: that confidence in the economy will return if those who plotted the blasts are soon found and punished, and if investors can be convinced that these were "purely terrorist attacks" unrelated to domestic politics.

Sympathy for terrorism in Indonesia is far too sparse for Friday's explosions to destabilize the country. But they occurred merely nine days after Yudhoyono's landslide re-election as president on July 8, with three months still to go before the anticipated inauguration of his new administration on October 20. That timing ensured that some would speculate that the killers wanted to deprive the president of his second five-year term.

The president himself fed this speculation at his press conference on July 18, the day after the attacks. He brandished photographs of unnamed shooters with handguns using his picture for target practice. He reported the discovery of a plan to seize the headquarters of the election commission and thereby prevent his democratic victory from being announced. "There was a statement that there would be a revolution if SBY wins," he said, referring to himself by his initials.

"This is an intelligence report," he continued, "not rumors, nor gossip. Other statements said they wished to turn Indonesia into [a country like] Iran. And the last statement said that no matter what, SBY should not and would not be inaugurated." Barring information to the contrary, one may assume that these reports of threats were real, whether or not the threats themselves were. But why share them with the public?

Perhaps the president was defending his decision not to inspect the bomb damage in person - a gesture that would have shown sympathy for the victims while reassuring the population. He had wanted to go, he said, "But the chief of police and others suggested I should wait, since the area was not yet secure. And danger could come at any time, especially with all of the threats I have shown you. Physical threats."

Had Yudhoyono lost the election, or had he won it by only a thin and hotly contested margin, his remarks might have been read as an effort to garner sympathy and deflect attention from his unpopularity. The presidential candidates who lost to his landslide, Megawati Sukarnoputri and Jusuf Kalla, have indeed criticized how the July 8 polling was handled. And there were shortcomings. But even without them, Yudhoyono would still have won. In this context, speaking as he did from a position of personal popularity and political strength, the net effect of his comments was probably to encourage public support for stopping terrorism.

One may also note the calculated vagueness of his references to those - "they” - who wished him and the country harm. Not once in his speech did he refer to Jemaah Islamiyah, the network that is the culprit of choice for most analysts of the twin hotel attacks. Had he directly fingered that violently jihadi group, ambitious Islamist politicians such as Din Syamsuddin - head of Muhammadiyah, the country's second-largest Muslim organization - would have charged him with defaming Islam because Jemaah Islamiyah literally means "the Islamic group" or "the Islamic community".

One may hope that Din's ability to turn his Islamist supporters against jihadi terrorism and in favor of religious freedom and liberal democracy will someday catch up to his energy in policing language. Yet Yudhoyono was right not to mention Jemaah Islamiyah. Doing so would have complicated unnecessarily the president's relations with Muslim politicians whose support he may need when it comes to getting the legislature to turn his proposals into laws. Nor is it even clear that Jemaah Islamiyah is still an entity coherent enough to have, in fact, masterminded last Friday's attacks.

Peering into the future, one may reasonably conclude that the bombings' repercussions will neither annul Yudhoyono's landslide victory nor derail the inauguration of his next administration. Nor will they do more than temporary damage to the Indonesian economy. As for the personal aspect of what happened Friday, while mourning the dead, I am grateful that Jim and others, foreign and Indonesian, are still alive.

Donald K Emmerson heads the Southeast Asia Forum at Stanford University. He is a co-author of Islamism: Contested Perspectives on Political Islam (Stanford University Press, November 2009) and Hard Choices: Security, Democracy, and Regionalism in Southeast Asia (Stanford/ISEAS, 2008).

Copyright 2009 Asia Times Online (Holdings) Ltd. All rights reserved.

First, it opened daylight between the US and Israel. Israeli settlements on the West Bank are impediments to a two-state solution and a stable peace with Palestine. Obama did not split hairs. He did not distinguish between increments to existing settler populations by birth versus immigration with or without adding a room to an existing house. The United States, he said, does not accept the legitimacy of continued Israeli settlements. Period.

The American Israel Political Affairs Committee, which advertises itself as America’s pro-Israel lobby, cannot have been pleased to hear that sentence. But without some semblance of independence from Israel, the US cannot be a credible broker between the two sides. It is not necessary to treat the actions of Israeli and Palestinian protagonists as morally equivalent in order to understand that they share responsibility for decades of deadlock. New settlements and the expansion of existing ones merely feed Palestinian suspicions that Israel intends permanently to occupy the West Bank. Nor did Obama’s criticism of Israeli settlements prevent him from also stating: Palestinians must abandon violence. Period.

Second, alongside his candor, he showed respect. The most effective discourse on controversial topics involving Islam and Muslims is both sensitive to feelings and frank about facts, as I argue in a forthcoming book (Islamism: Contested Perspectives on Political Islam). Inter-faith dialogues that rely on mutual self-censorship–an agreed refusal to raise divisive topics or speak hard truths – resemble sand castles. Empathy based on denial is unlikely to survive the next incoming tide of reality. Respect without candor, in my view, is closer to fawning than to friendship.

As Obama put it in Cairo, ‘In order to move forward, we must say openly to each other the things we hold in our hearts and that too often are said only behind closed doors. As the Holy Quran tells us, ‘Be conscious of God and speak always the truth.” His listeners applauded – most of them, perhaps, because he had cited their preferred Book, but some at least because he had defended accuracy regardless of what this or that Book might avow.

In the partnership that Obama offered his audience, sources of tensions were not to be ignored. On the contrary, we must face these tensions squarely. He then followed his own advice by noting that extremists acting in the name of Islam had in fact killed more adherents of their own religion than they had Christians, Jews, or the followers of any other faith. In the same candid vein, he noted with disapproval the propensity of some Muslims to repeat vile stereotypes about Jews, the opposition of Muslim extremists to educating women, and the fact of discrimination against Christian Copts in Egypt, the very country in which he spoke.

Third, his speech was notable for what it did not contain. The word ‘terrorism’,’ a fixture of the Manichean rhetoric of George W. Bush, did not occur once. Back in Washington, in his 26 January televised interview with Al Arabiya, Obama had used the phrase Muslim world 11 times in 44 minutes – an average of once every four minutes. In the run-up to his Cairo speech, the White House had repeatedly hyped it as an address to ‘the Muslim world.’ Yet in the 55 minutes it took him to deliver the oration, the words ‘Muslim world’ were never spoken. He must have been advised to delete the reference from an earlier draft of his text.

I believe the excision strengthened the result, but not because a ‘Muslim world’ does not exist. Admittedly, one can argue that 1.4 billion Muslims have too little in common to justify speaking of such a world at all. But the already vast and implicitly varied compass of any ‘world’ diminishes the risk of homogenization. One can easily refer to ‘the Muslim world’ while stressing its diversity. Many Muslims and non-Muslims already use the phrase without stereotyping its members. No, the reasons why Obama avoided the phrase were less definitional than they were political in nature.

Had Obama explicitly addressed the Muslim world in Cairo, he would have risked implying that his host represented that Muslim world, as if Egypt were especially authentic–quintessentially Muslim–in that sphere. That would have been poorly received in many of the other Muslim-majority societies that diversely span the planet from Morocco to Mindanao.

Several years ago a professor from Cairo’s Al-Azhar University, which co-sponsored Obama’s appearance, told me in all seriousness that Indonesian Muslims, because they did not speak Arabic, were not Muslims at all. Obama did not wish to be read by the followers of ostensibly universalist Islam as endorsing such a parochially Arabo-centric conceit.

The US president could, of course, have mentioned the Muslim world and in the next breath denied that it was represented by Egypt, a country under an authoritarian regime with a reputation for corruption of near-Nigerian proportions. But it was far smarter and more effective for Obama to have shunned the phrase altogether, thereby avoiding the need to clarify it and risk implying that his hosts were somehow less than central to Islam, less than paradigmatically Muslim. Such a candid but insensitive move would have triggered nationalist and Islamist anger not only in his Egyptian audience, but in other Muslim-majority countries as well. Indonesian Muslims, for example, would have wondered with some apprehension whether to expect comparably rude behavior were he to visit their own country later this year.

Obama’s listeners at Cairo University were, instead, subjected to twin eloquences of absence and silence: Egyptian President Hosni Mubarak’s not being present, and Obama’s not mentioning him at all. Eloquent, too, was the absence of Israel from his itinerary. This omission was not a sign of hostility toward Tel Aviv, however. He termed the US-Israel bond ‘unbreakable.’ Not visiting Israel merely signaled that Washington on his watch would not limit its foreign-policy horizon to what any one country would allow.

Obama mispronounced the Arabic term for the head covering worn by some Muslim women. The word is hijab not hajib. But that small slip was trivial compared with the brilliance and timeliness of what he had to say. Rhetoric is one thing, of course; realities are quite another. The tasks of resolving the Israeli-Palestinian conundrum and improving relations with the heterogeneous Muslim world are more easily discussed than done. Illustrating that Muslim world’s extraordinary diversity are the many and marked differences between Turkey, where Obama spoke on 6 April on his first overseas trip, his Egyptian venue two months later, and Indonesia, which he is likely to visit before the end of 2009.

Before his choice of Cairo was announced, several commentators advised him to give his Muslim world speech in June in the Indonesian capital, Jakarta. Rather than risk legitimating Mubarak’s autocracy, they argued, he should celebrate Indonesia’s success in combining moderate Islam with liberal democracy.

Following their advice would have been a mistake. Not only did speaking in Cairo enable Obama boldly to address the Israeli-Palestinian conflict from a podium close to its Middle Eastern epicenter. Had he traveled to Indonesia instead, his visit would have been tainted by an appearance of American intervention in the domestic politics of that country, whose President Susilo Bambang Yudhoyono is up for re-election on 8 July.

Earlier in his career, Yudhoyono completed military training programs in the US, at Fort Benning and Fort Leavenworth, and earned a master’s in management from Webster University in St. Louis. No previous Indonesian head of state has had a closer prior association with the United States. Yudhoyono’s rivals for the presidency are already berating him and his running mate as neo-liberals who have pawned Indonesia’s economy to the capitalist West. Obama could feel comfortable keeping the autocrat Mubarak at arm’s length in Cairo, but in campaign-season Indonesia the US president would have been torn between behaving ungraciously toward his democratically chosen host and appearing to back him in his race for re-election.

Yudhoyono’s popularity ratings among Indonesians are even better than Obama’s are among Americans. The July election is Yudhoyono’s to lose. But the winner’s new government will not be in place until October. The US president was wise to postpone visiting Indonesia until after its electoral dust has cleared and the next administration in Jakarta has taken shape. A gathering of leaders of the Asia Pacific Economic Cooperation forum, which Obama is expected to attend, is conveniently scheduled for mid-November in Singapore. He could easily visit Indonesia en route to or from that event.

An Indonesian journalist in Cairo interviewed Obama shortly after his speech. The president virtually confirmed this November itinerary by saying that his next trip to Asia would include Indonesia. He said he looked forward to revisiting the neighborhood in Jakarta where he had lived as a child, and to eating again his favorite Indonesian foods – fried rice, bakso soup, and rambutan fruit among them.

A trifecta happens when a gambler correctly predicts the first three finishers of a race in the correct order. Obama appears to have bet his skills in public diplomacy on this sequence: Ankara first, then Cairo, then Jakarta.

One can ask whether his actions will match his words, and whether the US Congress will go along with his prescriptions. But with two destinations down and one to go, Obama is well on his way to completing a trifecta in the race for hearts and minds in the Muslim world.

A version of this essay appeared in AsiaTimes Online on 6 June 2009.