OPINION

You Read It Here First: Five Truths About This Election

May 17, 2009
Chandra

Folks, give me some credit for being one of the closest to the actual results and that too my forecast was when the election began early April. Now that we are done with some bragging, let us get on with some analysis. Let us get rid of the bull shit you see on TV and actually analyse the numbers. The numbers say an interesting story.

a. Huge Congress sweep?

The Congress picked up 65 more seats over last time. If you hear national TV, you would begin to believe that Soniaji, MMS and Rahulji have weaved a magic over Indians, attracted young people yada yada yada.....

Congress: 2004, Vote Share: 26.53%
Congress: 2009, Vote Share: 28.55%

So that is a net shift of 2% of the electorate (about 8 million votes, 400 million voters). That does not sound massive. However, like everything that does not tell the entire story

b. NDA managed to just about retain its seat share?

The NDA ended up at 160 odd, while nobody says it was a good performance, everybody only talks about how CPM got decimated. Read this

BJP: 2004, Vote Share: 22.16%
BJP: 2009, Vote Share: 18.80%

That is 3.6% point shift in vote share. Remember, the BJP's base was lower, it had more alliances in 2004 than 2009. The net gap with the congress, which was just 4% last time, increased significantly to 9.7%. In my language that is called decimation

c. The left got decimated?

Have you heard this before? They won less than half their seats, yada yada yada

CPM+CPI: 2004, Vote Share: 7.07%
CPM+CPI: 2009, Vote Share: 6.76%

That is 0.3% points shift in vote share. In terms of the actual % shift, while 18% of BJP voters ditched them, only 4.5% of left voters ditched them. So who has been decimated? The left or the BJP? It sounds more like the BJP

d. Congress won for excellent governance in AP?

Well, that is what the regional channels and some national experts are saying

Congress: 2004, Vote Share: 41.56%
Congress: 2009, Vote Share: 38.95%

Well, that looks like 2.5% drop to me. So how did they win more seats than 2004? Please send a greeting card to 'megastar' Chiranjeevi

e. BJP lost because they were too focussed on religion in Orissa?

Well, that is what they attribute the loss to in Orissa, no leadership, only focus on religion etc.

Congress: 2004, Vote Share: 40.43%
Congress: 2009, Vote Share: 32.75%

The Congress lost a large proportion (20%) of a traditionally strong state. The BJD picked up almost all their votes from the Congress rather than they did from the BJP. May be it is the Congress that ought to be worried

There are more such interesting truths in the data that needs scrutiny. Instead of hearing all the speculation, visit the ECI web-site to check these trends.

One final point, why did the congress win?

a. They did not have too many state Governments to worry about anti-incumbency unlike other parties.

b. In states like AP and Maharashtra where they had under performing Govts, they were absolutely lucky to have powerful leaders like Raj Thackeray and Chiranjeevi to suck out votes from their competitors

c. However, the big gain in actual number of votes came from UP (about 6 million votes). The congress almost doubled its votes from last year. This was at the expense of the SP (Muslim vote) and the BJP (Upper caste vote).

Irrespective of all these statistics that continue to show the fragmented nature of our electorate, the reality is that the UPA has a majority of the MPs and hence the stability to rule freely. Way back in 1984, the population was thrilled with this young man who became PM, India had won the World Championship of cricket in Australia and we heard of computers for the first time. The ruling party had a brute majority to accomplish anything they could. Instead, they squandered that opportunity in 5 years. Hopefully, this Govt. does not end up disappointing many Indians.

Chandra is a marketing consultant based out of Mumbai
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You Read It Here First: Five Truths About This Election

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Author: Chandra

 

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#1
Anindo
May 18, 2009
08:35 AM

Good article Chandra. Nice analysis of data.

Regards,

#2
commonsense
May 18, 2009
08:58 AM

great piece!

credit, where credit is due!

the figures really put things in perspective

#3
Sujai
URL
May 18, 2009
09:13 AM

Chandra:
Let me congratulate you first on your prediction that UPA will win.

Thanks for this analysis.

Its not a clear sweep for UPA as most people think. Don't write off BJP or don't write off regional parties.

As you rightly pointed out, Chiranjeevi was responsible for Congress win in AP. Also, in Telangana more than one contended promised new statehood and that vote got diluted making Congress a winner there.

#4
kerty
May 18, 2009
09:41 AM

Chandra

Congress wiped out BJP in Rajesthan and Delhi. Both states were ruled by congress and they went one on one in these states. What is the analysis behind results in these 2 states?

#5
Kaiser_Soze
May 18, 2009
11:03 AM

Nice analysis.

Few questions regarding AP:
Per my understanding, Chiranjeevi siphoned off some percentage of Kapu(a caste which makes up for almost 25% of the population) votes from Congress.

If I am right, Kapus generally vote against TDP(a party dominated by their rivals, the Kammas).

Congress(Dominated by Brahmins, Reddys and Kapus. Yes?) as a result used to pick up those deflected votes.

Chiranjeevi, who is a Kapu, wrested away many of those Kapu votes from Congress(1).

So shouldn't Congress really have decimated TDP if Chiranjeevi were not in the fray?

And what exactly was so good about YSR's governance? Other than Naxalite problem, I don't see any other significant achievement in YSR regime.

#6
kerty
May 18, 2009
11:28 AM

Chandra

The 9.7% decimation of BJP vote share - did it happen across the nation? Did it happen in only certain states, and if so, which states contributed to it?

Congress seems to have done above expectations across the board - in BJP rules states, left rules states, congress-ruled states, BSP/SP bastian - only states it has not duplicate its feat seems to be Orissa, Bihar, Kartnataka, and Gujarat.

It leads me to believe that BJP is proving not to be a viable political force in a true sense that can sustain power or its momentum. It is merely a stop-gap corrective force, relevant only when political forces(congress, left etc) ebb or falter. If BJP wants to have a political future, it has to re-invent as a genuine political force.

#7
Chandra
May 18, 2009
11:32 AM

Thank you Sujai and CS for your comments, I appreciate it

#8
Kaiser_Soze
May 18, 2009
11:38 AM

Kerty,

BJP has not mastered caste based politics as well as Congress and Third Front(except communists) have done so.

That would be against BJP's raison d'etre, ie, unification and consolidation of the Hindu vote bank.

In rural areas where Hindus are vast majority, Hindu consolidation is not an issue.

Rather people circle their wagons based on different identities like caste and also on some local loyalties(to the landlord/Thakur/Raja).

BJP is still a baccha in these aspects.

#9
MBI Munshi
URL
May 18, 2009
12:13 PM


Hats Off to you Chandra! Really wonderful and insightful analysis. Puts everything in perspective.

#10
Ledzius
May 18, 2009
12:21 PM

Also in TN, Vijayakanth was the main factor for UPA leading ahead of AIADMK, as he split the anti-DMK votes.

#11
kerty
May 18, 2009
02:37 PM

"A closer look at the vote shares in some major states reveals even more startling trends. In Uttar Pradesh, for example, the Congress has hiked its vote share from a mere 12% last time to 18.3% now. In the process, it has overtaken the BJP in the state, which has slid from 22.2% to 17.5%. Again, while the SP has retained its numero uno status in terms of seats, it has actually lost 3.4% in vote share, while the BSP has gained 2.7%, with the result that it now has 27.4% to the SP's 23.3% - a sizeable lead in a state as fragmented as UP."


Read full analysis
http://www.keralanext.com/news/2009/05/18/article114.asp

#12
Chandra
May 18, 2009
08:05 PM

Kerty 4

Two points

a. The Rajasthan Govt was voted in fairly recently, so anti-incumbency applies to the Vasundha Raje Scindia Govt and not Gehlot

b. Gujarat and Delhi are exceptions to the Anti-incumbency wave. Better Governance and poor opposition being the reasons

#13
Chandra
May 18, 2009
08:13 PM

KS 5

I am not sure that the Kapus voted Chiranjeevi in large numbers. Donot forget that both Chiranjeevi and Allu Arvind lost the seats that they contested in Coastal Andhra. As of now we will go by what we see which is that the TDP saw a big dent in vote share and since the PRP saw an equal jump in vote share, they are correlated. It is highly unlikely that there has been a double shift in voting, never happens in elections. Anyway, one needs to wait for sometime to conlude for sure.

As far as performance goes, Rajasekhar Reddy is seen quite differently by various citizens in AP. One group sees his housing and Insurance program as a major success and the other sees it as a vehicle for corruption. Either way the problem in AP is that nether Babu or Reddy are exactly clean and no wonder that megastar picked up nearly 16% of the vote. Ironically, the media in AP has labelled Chiranjeevi's performance as a failure. I think it was a mega success.,...

#14
Chandra
May 18, 2009
09:14 PM

Kerty 6

The BJP did lose vote share in most states. A couple of exceptions probably include Karnataka and Himachal. I posted an article on the forecast to detail why they were likely to lose, that holds true

I dont think any party is going anywhere. In my analysis, a 2% shift means nothing. In fact, it is likely that the Congress will be wiped out in the next election.

Why?

Until the late 90s, anti-congressism was the major uniting factor amongst opposition parties. Most of the times they came together to throw the Congress out. However, eary this century as many of these parties consolidated their vote, muslims became a big share of their vote making a pro-BJP stance untenable. In 2004, this realignment was complete with most of these parties supporting the Congress and many staying away from the BJP. With the congress once again becoming the centre of attention, the BJP will have to (and surely will) find a way to re-unite most of their opponents. Both Laloo and Mulayam will surely know that a leak this time could turn into a deluge for the congress in Elections 2014. The BJP also knows that unless thay modernise and re-state their vision for India, none of these other parties are likey to ally with it.



#15
MBI Munshi
URL
May 18, 2009
09:47 PM


The news reports say that Rahul Gandhi was a big pull for Congress. Do these statistics confound that statement or will he be able to unite the country behind him? Like most South Asian countries there is the dynastic factor. I think it is a curse but politically it seems to work.

#16
Chandra
May 18, 2009
11:52 PM

MBI - 15

If you read my original forecast, I did not refer at all to the Rahul Gandhi factor and yet came quite close to the actual tally. However, I missed a very important trend - The shift in Muslim/Upper caste vote in UP and muslim vote in many other states in favor of the congress. While this may have come because of numerous factors, a secular Rahul Gandhi may have helped. Of course, constantly reminding muslims that sacchar committee recommendations will be implemented may have also helped.

As far dynasty is concerned, we are good at it in both Politics and Bollywood, thankfully not so in Cricket. It is a shameful thing and more so because it appears that nearly a third of our population have found justification for it.


#17
ihaterightwingnuts
May 19, 2009
07:49 AM

Give it up Chandra, your beloved right wing ,non Hindu hatin , women beating BJP/RSS/BAjrang Dal/VHP LOST!!!!

#18
srikanth
URL
May 20, 2009
03:06 AM

India is not a secular nation because Indian Muslims want it to be secular. India is secular nation because Indian Hindus want it to be secular nation - M.J Akbar in his article.

It's true. Better BJP concentrate on the development rather than religion. First of all hindu religion is not split into casts. every cast is equal to religion in India. Some parties know this very well, that's why they are not bothering about hindutva. One blogger claimed that..."muslims are the largest community in india". That's true. The largest community took the side of congress, that's why they won.

#19
srikanth
May 20, 2009
03:09 AM

correction:

hindu community split into casts.

#20
kerty
May 20, 2009
08:42 AM

Srikanth

Good observation.

Congress seems to have lost whenever Moslem votes have deserted Congress in favor of other parties. This election, moslem vote seems to have deserted left and regional parties and returned back to congress. When all is said and done, that is all there is to election outcome 2009 - throw in few spoilers here and there. There is no way BJP can win if moslem vote were to get united behind a single party. Same would be true if Hindu vote were to get united behind a single party but chance of Hindus getting united are next to none.

What made moslem vote return to congress? It could be threat of BJP returning to power, hopelessness of left and third-front, varun-modi fear factor, decimation of jehadi forces in and around Pakistan, fear of congress joining war on terrorism and hence need to neutralize it from within congress, lure of sachar goodies etc.

#21
Sumanth
May 20, 2009
09:27 AM

Chandra,
Congrats on your accurate predictions, which I had criticised earlier.

One of the reasons why BJP could not do well is related to do with the way it manages it organisation.

BJP is a ideologically stiff organisation and it can not shift across issues quickly. Its mentors in RSS are even stiffer. So, BJP could not grow across India even though it ruled country for 5 years.

So, BJP failed to create issues in this election. They did not focus on issues like bad governance or corruption. They never researched on them. They did not go around the country talking about these issues. How can they, when most of their leaders, who call shots are old fellows?

People remembered BJP for Hindutva and other extreme behaviour than whatever good work they had done during 1999 to 2004.

There can be other reasons as well. Corporate India may have helped Congress win as it felt threatened at a unstable govt. Money matters a lot in elections. One vote can cost about Rs.500 and 50,000 votes can cost just 2.5 crore rupees.

It is a fact that money gets distributed in elections by all parties.

In a country where there are 800 million people people earning less than 2 USD per day, money can influence and a hundred seats can be influenced with 250 crores of money.

Corporate India also influences how media behaves. Media worked hard to showcase Congress. For example, it showed special interviews of family of Manmohan Singh right in the middle of elections even though it had 5 years to conduct these interviews.


If Congress is really for good governance, then it will implement judicial reforms and police reforms. When the country can have 25,000km of good quality highways built, then it is capable of revamping and transforming the completely dysfunctional judiciary.

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