Monday, May 26, 2008

Political (In)significance of Karnataka 2008!

“How Congress is losing more than polls”, “BJP now a front runner in Lok Sabha polls”, “2009 will be the year of change”, “Congress loss raises questions about central leadership” etc have been the top headlines this morning. After reading these headlines, one might imagine that the Congress lost Andhra Pradesh, and not Karnataka, to the BJP. Of course, you would not be surprised by these headlines, if you know Indian ‘news’ media, as well as the average Joe knows!

Let me start with a few random facts: Out of a total of 224 seats, the BJP won 110, the Congress 80, and the JD(S) 28. Others, consisting 4 Congress rebels, 1 BJP Rebel and 1 JD(S) Rebel, have won 6. While the BJP’s vote share has increased from 28.3% four years earlier to 33.9% now, the Congress even now is ahead in vote share with 34.6%. The BSP has marginally improved its vote share by around 1% to nearly 2.7%, but has only managed to come second in two seats. Bangalore had only 16 seats last time, whereas this time, post de-limitation, the number has risen to 28. The BJP has won 17 of these seats. The BJP was the single largest party in the legislative assembly last time with 79 seats and is the single largest party this time too with 110 seats. So that is an increase of 31 seats! (The BJP contested 26 seats more this time.) The Congress was the second largest party last time with 65 seats and is the second largest party this time around too with 80 seats. So that is an increase of 15 seats as well! These gains in seats for both the National parties have come at the expense of the prominent regional party. (Even now, a Congress-JD(S) Coalition with Congress and JD(S) rebels would have absolute majority in the legislative assembly!)

Before I proceed any further, let me clarify that I am not trying to belittle the BJP’s success. They have worked extremely hard for this result and all credit should go to Mr. Jaitley, Mr. Yeddyurappa and the party cadre for their efforts. In fact, compare this: Mr. Advani, Mr. Modi, Mrs. Sushma Swaraj, Mr Rajnath Singh and Mr Venkaiah Naidu addressed almost 200 public meetings in the state, whereas Dr Manmohan Singh addressed one, Mrs Sonia Gandhi addressed six and Mr Rahul Gandhi addressed two. The fact that four of the Congress rebels have won, as against only one each of BJP and JD(S) rebels also shows that candidate selection was more of a problem for the Congress than the BJP and JD(S). So kudos to the BJP team!

However, the media projection of this result as a major turn-around in fortunes for both the Congress-led coalition as well as the BJP-led alliance is baseless and imaginary. Why do I say so? Simple reason! The Congress today holds only 8 out of the 28 Lok Sabha seats from Karnataka, whereas the BJP holds 18 of them. And you know what, if all the assembly segments in Karnataka voted in the coming Lok Sabha elections exactly as they voted this time, the BJP would win only 10 of the 28 seats, whereas the Congress will win 14 of them. That has to do with the Congress having its votes spread wide across the state. Turn-around in fortune? For whom, is the real question!

As for the apparent failure of the Congress central leadership, consider this: Mr. Rahul Gandhi had started his Karnataka tour with a stay in the tribal dominated Chamarajnagar district and incidentally, all four seats in the Chamarajanagar region have gone to the Congress this year. Last time around, the tally was zero! Among the other districts he toured, Mysore has brought 7 out of 11 seats and Gulbarga 7 out of 13 seats to the Congress kitty. These are areas where the Congress has gained at the expense of JD(S). In Mangalore, which was one of the few areas where Mr. Gandhi addressed election meetings, Congress wrested two seats from the BJP, taking its tally to 4 out of 8. In fact, at least part of the credit for Congress not losing much of its vote share to the BSP must be given to him. The BSP was expected to hurt the Congress party the way it did in Punjab and Gujarat, but this time around, in Karnataka, the Congress has held on to its ground.

On the other hand, should the Congress win even two of the three BJP ruled states that are going to polls later this year, the BJP can stop dreaming about returning to power in 2009. The simple reason is that these are states which have contributed to the BJP strength in the Lok Sabha. After a decade of Congress rule in Delhi, it is very unlikely that Sheila Dikshit’s Congress will win Delhi. But, given the level of anti-incumbency, only Congressmen can prevent the Congress party from winning the three BJP ruled states. Even the most optimistic BJP insider expects a drop in tally from these states. That’s only being realistic! But, if that’s so, from where will BJP make up for the loss of strength here? Gujarat? The BJP’s tally can’t go up far beyond its current high numbers! Bihar? JD(U), its ally, has almost decimated the party there. Maharashtra? Post-Pramod Mahajan, the state BJP unit is yet to find its feet. The fact of the matter is that there are no major states left for BJP to improve its tally significantly.

There are several states from where the tally of Congress and its allies can reduce significantly in the Lok Sabha elections next year: Andhra Pradesh, Tamil Nadu, and Bihar, for instance. But, there are also several states where they have scope to increase their tally: Almost all of the Gangetic Plains, including Uttar Pradesh, where an SP-Congress alliance might unify the non-BSP vote. Since the BSP has almost completely eroded the BJP’s base in UP, the only alternative to the BSP would be an SP-Congress combine. The Congress is also likely to do much better in both West Bengal and Kerala, where the Congress’s gains will be at the expense of the Left parties.

In other words, unless dramatic events occur between now and the election date, the UPA’s tally is not likely to be very different from what it is now. On the other hand, the BJP’s tally is likely to be lower although the tally of its allies might go up. In fact, whether it is Maharashtra or Bihar or Tamilnadu, the BJP needs its allies much more than its allies need it. Therefore, in these states, the BJP is even likely to contest in fewer seats than it did last time around. The change in relative strength within NDA also may open up the possibility of some of the current NDA allies joining UNPA to try their luck in forming a coalition with the support of both the BSP and the Left.

Of course, what is likely to be left of UNPA is difficult to be imagined now! If SP allies with the Congress and AIADMK allies with the BJP, it doesn’t make sense for TDP and AGP to stay without allies at the Centre. These are parties which can’t ally with the Congress due to their regional realities. If TDP allies with the BJP at the Centre, it cannot ally with Left parties at the state level and vice versa. Without allies, TDP cannot defeat the Congress in AP in the near future. Chiranjeevi’s political entry will have its own repercussions too. If Chiranjeevi's party and TRS allies with the BJP, the Congress may lose few seats, but that alliance may wipe out the TDP-Left combine in Andhra Pradesh.

The number of seats lost by the Congress and gained by the BJP allies in Andhra Pradesh would be a decisive factor in the next Union elections. But, as of now, the political situation in Andhra Pradesh is far from clear. A BJP-TRS alliance in Telengana might look winnable on paper, but a Reddy-Muslim consolidation could mean Congress holding its ground. Will Chiranjeevi take away more votes from the Congress or from the TDP? If there is a quadrangular fight as expected, will there be much of a dent in the Congress tally? Even the by-election results expected next week will not give us a clear picture.

To answer the question of what the outcomes of Karnataka state elections imply for the National parties, let me make a few observations. One, the Congress has indeed suffered from not projecting - and the BJP has gained from projecting - a Chief Ministerial candidate. But, this will hardly be an issue in the Lok Sabha elections, as the Prime Ministerial candidates of both the alliances are known. And that is where the lesson to be taken from this election is interesting. Mr. Advani is no Vajpayee and if it is a personality contest between Dr Manmohan Singh and Mr. L. K. Advani, the BJP shouldn’t be dreaming of a contest. Two, any party that needs to win the next election should build its grassroots organizational structure. I believe that Mr. Gandhi’s tour helped the Congress party only because it revitalized the party organization at the grassroots in some of those areas he visited. That has paid off! Three, election management has become increasingly important and any party who ignores this lesson, does it at its own peril. Anyone who underestimates the importance of Mr. Jaitley’s role in BJP’s victory is choosing not to read the writing on the wall. Mr. Modi in Gujarat and Mr. Yeddyurappa in Karnataka certainly had their significance, but the one who has made the best use of these resources for the BJP is Mr. Jaitley. You can’t take that away from him.

I am not here to speculate on the stability of the new government to be formed in Karnataka, but any event that causes popular disappointment with the new government’s performance will be good enough to hand over power back to the Congress party on a platter. Depending on your political leaning, you can either feel happy that four years after Mr. S. M. Krishna lost the elections, the Congress has still not recovered fully or feel relieved that the Congress’ party’s vote base and its social coalition have still not been seriously eroded in Karnataka. If the central and state leadership of the Congress party can get their acts together, the party’s tally can only go up in 2009. Will that be good enough for the UPA to retain power at the Centre is an entirely different question!

4 comments:

RMJ said...

A very interesting political analysis Jojo. I am once again convinced with your hardcore optimism.!! I wish your predictions for the union election 2009 come true... :)

RMJ

JMG said...

I'm actually being realistic! Now, that the Telangana by-election results have come, I have even more reasons to be convinced of what I've written. While the Congress has won some of the seats in Telangana, which it had not won in the last twenty-five years, the BJP couldn't win even one seat in the region. It is important to remember that the BJP 's presence in Andhra Pradesh is significant only in the Telangana region. The national leadership of the BJP knows that they are no where in sight of the throne and all the posturing of the party being on a come back trail is only to wean away potential allies from the UPA or UNPA.

Murali Ravi said...

what do you mean when you say BJP does not have space to improve. In gujarat last time they hit all time low of 14/26 LS seats. This time they will hit 20. Pramod Mahajan was a joke, he far from helping the party in fact was the reason why BJP never grew in mahrashtra. I am sure BJP-SS will sweep Maharashtra this time. In Bihar too last time in the LS elections the BJP-JD(U) combo did not do well. Apart from these they have 7 seats to grow in delhi, 4 and 5 in Himahchal and Uttaranchal and 10 in Haryana all these they lost in anti incumbency in 2004. Add the numbers, BJP will easily hit 180-190 as they did in 1999. Get ur numbers right buddy.

JMG said...

Let us talk about Gujarat first.

In the 1998 Assembly elections, the BJP got nearly 45% of the votes and 117 seats out of 182 (same as 2007), whereas the Congress got only 35% votes and 53 seats out of 179. The Lok Sabha elections which were held simultaneously saw the BJP getting 48% of the votes and 19 out of 26 seats, whereas the Congress got only 36% of the votes and got only 7 seats. This was an era where Vajpayee was the BJP’s best face, whereas there was no Modi there. So, one should not be surprised by the BJP doing better in the Lok Sabha elections which were held simultaneously. This was also a time when the Congress was waning at the Centre. A year after that AIADMK withdrew the support to an NDA government which was still in its honeymoon period, and the 1999 Lok Sabha elections saw the sympathy factor working in favour of the BJP. The BJP led NDA bounced back with a record tally of 303 in the Lok Sabha. The BJP got 52.5% of the votes and 20 out of 26 seats from Gujarat in 1999. Despite the fact that the Assembly elections were held in December 2002 in an exceptionally polarized environment after the riots that happened earlier in the year, the vote share of BJP fell to 49.85% and the BJP romped home with 127 of the 182 seats contested. The Congress secured 39.28% of the votes and 51 of the 180 seats it contested. Two years after the 2002 elections, the 2004 Lok Sabha elections were held and the BJP’s vote share fell to 47.37% and it won, as you have rightly pointed out, 14 of the 26 seats. For the record, the Congress won 12 seats out of the 25 it contested and polled 43.86% of the votes.

Now, Vajpayee and ‘India shining’ were the key issues in 2004. Unfortunately for the BJP, the BJP is yet to find a leader as acceptable as Vajpayee was, and since 2004, victories of the BJP in states have been mostly on the basis of local issues. The BJP has fought the elections in Gujarat (2007) and Karnataka (2008) practically as a regional party with a regional leader and on the basis of regional issues. Will that help in the Union elections? Very unlikely! Just as BJP got 4% more votes in the Lok Sabha elections in 1998 than in the Assembly elections held along side, in the present scenario, the Congress can get a higher percentage of votes from Gujarat in the parliamentary elections than it secured in the Assembly elections in 2007.

In any case, if two years after the Congress got 51 out of 180 seats it contested in 2002, it can get 12 out of 25 Lok Sabha seats, there is a possibility that the situation won’t be much worse two years after it got 59 of the 173 seats it contested in 2007. Even if your dreams are granted, will the BJP get more seats than it got in 1999 when it secured nearly 52.5% of the votes? So 20 that you are predicting is the best of scenarios for the BJP in which it will add 6 seats more from Gujarat? If one were to go by the by-election results from UP this year, the BJP might lose almost the same number from the paltry tally of 9 it has from the state! So much for the hope of touching the 1999 numbers. In 1999, the BJP had 32 out of 80 from UP!!!

As for the possibility of the BJP-SS combine clean sweeping Maharashtra, I wouldn’t want to say much. Every vote MNS takes away in the next elections will be that of the Shiv Sena. Every North Indian vote that the Congress gains due to the polarization created by MNS is a loss for BJP. You can call Pramod Mahajan a joke now, and you probably will call Arun Jaitley a joke once his use is over. But, just recently, we all saw how one Gopinath Munde was able to hold the party to ransom. That’s the state of the party organization in Maharashtra.

As for Bihar, I have already stated in my blog that it is one of the states where UPA can lose a number of seats. But, even here, it is important to remeber that if the UPA had contested Bihar Assembly elections in 2005 united, the results could have been very different. If you add LJP’s votes to RJD-Congress combine, it touches 45.83%, which is marginally less than the 46,32% that they got in 2004 Lok Sabha elections. Therefore, before dreaming of a clean sweep by JD(U)-BJP combine, make sure that LJP leaves UPA! But, even if your best case scenario happens, the BJP will be even more marginalized by JD(U) by 2009 than it is now. Just this year, the CM dropped a number of BJP ministers without even asking anyone and last heard, the BJP hasn’t even complained.

In any case, anyone who counts all the seats in a few small states for BJP in its present shape should really be dreaming. But even if horses could fly, how will the gains from these small states compensate for the potential losses from one big state after another?

I am no astrologer to predict the turn of events tomorrow. But, as on date, I’ve not got my numbers too wrong... Sorry if that disappoints some!