Will the power of compounding hurt India?

Linkedin-powtoon-prediction

Will India & Mumbai survive the Covid-19 peak??

The recent spike in the number of cases reported from India seems to suggest that the peak which we had anticipated to come sooner has not yet come. Seven states account for 70% of the cases in India. Maharashtra accounts for a fourth (25%) of all India cases and 75% of all cases in Maharashtra are from Mumbai city – which has a population of 20 million!

Its a catch-22 situation…. curve can flatten only once the peak is reached… which does not seem to have reached in India as per the recent jump in daily cases …. so where is India heading to??

If there is no proper governance of the lock-down in India, and in the 7 states which have the most cases, we will be looking at an exponential growth of cases (see the image). These are scary numbers …. and can only be avoided if the government administrators strictly ensure that lock-down is enforced with support from the people.… no exceptions should be made at this point of time.

ENTIRE INDIA NEEDS TO BE LOCKED DOWN LIKE A RED ZONE AT THE SAME TIME.

Currently the ground reality is not that great, especially in Mumbai …. there is a shortage of healthcare workers and not enough isolation wards… the quality of government covid hospitals is not that great. In view of the systemic challenges, people should not be allowed to gather on account of any festivities or any other reason.

High risk states particularly need a complete lock-down without any activities allowed for at least two weeks right now. State borders need to be sealed; no movement/migration of people allowed at this point of time.

Unless authoritative measures are not taken, the power of compounding will hurt INDIA.

This is one prediction, I truly hope misses its mark….

Delhi Elections 2020 – It’s AAP all the way!

 

AAP SWEEP

BJP is heading to one of its biggest ever defeat in assembly elections. AAP is poised to retain power and that too with an emphatic victory similar to 2015 where it routed BJP and had a dream victory. In 2020 also it is poised to win 65+ seats and increase its percentage to 58%.

In 2015 AAP won with an average victory margin of 25% ! The victory margin has been extremely high in majority of seats. Over 50% of seats have victory margin >20% and 33% of seats with margin greater than 30%. With such a support from the voters, AAP could only lose if its performance has been terrible in the last 5 years.

2015 seat margin

Delhi has always seen a bipolar election in its 29 years of electoral history. Out of those, Congress has ruled for 19 years while BJP for 5 and now AAP for 5 years. The emergence of AAP has seen the disappearance of Congress. Delhi has always looked for strong local leaders. With the demise of Shiela Dixit, Madan Lal Khurana & Sushma Swaraj, there is a vacuum of strong local leadership within BJP & INC.

Kejriwal has emerged as a strong leader who has changed the quality of life of Delhi people. He has revamped schools & doubled its capacity, provided free healthcare, free 20k litres of clean water,  free & discounted electricity, free transport for women & better road infrastructure. Many of its schemes have reached out to majority of the people.

There is a strong connection which he has managed to build with the people, and he is here to stay…

All the good work he has done are factual and acknowledged by the people. In such a scenario, it is most likely that AAP should retain all of its 67 seats it won in 2015 and may possibly increase the tally too and again completely wipe out BJP from the National capital.

aap work

What has happened to BJP post 2013 when it emerged as the single largest party in the Delhi elections but could not come to power ?? 2013 onward was the emergence of the Modi-era & it was moving towards electoral invincibility. Modi led BJP to many victories across many states.

So, why is BJP losing ground now so rapidly at the local level ?

Modi nemesis

Modi’s emergence has actually crippled the local leadership of BJP. The local leaders have not been empowered enough to grow out of Modi’s shadow.  Modi & Shah yet make all the decisions at the local level. The voters are now making clear distinction in their choice between Central & Local government. Hence it is imperative to develop strong local leaders. The Modi factor has itself led to weakening of its local leadership…

modi-and-amit-shah

Delhi people are very clear in their choice of a leader…. Modi at centre because of the tough decisions he has taken on important National issues. At local level they have given a BIG THUMBS UP to Kejriwal who has made a huge difference at the grassroots level. In addition, Delhi police’s image has taken a beating and is now perceived as a being a dummy for the Central leadership. The demand on statehood for Delhi will accelerate from the people during AAP’s second term.

The good work that Kejriwal has done (along with many freebies given out) has overshadowed all other issues and most of the election issues which BJP is highlighting are actually non-issues for the voters. BJP is trying it’s best to destroy AAP’s image in the hope that it will win some seats. Shaheen baug, CAA, NRC are actually non-impactful issues to the voters. In fact, because of CAA-NRC, BJP may actually lose one of its 3 seats it has i.e. Mustafabad to AAP since this has a significant Muslim population and they had won it with a low margin of 6000 votes.

BJP LOSS

BJP needs a rework on its strategy if they need to keep winning at the local level. It needs to send back many of its central leaders to the states to strengthen the local infrastructure.

BJP will need to do a bit of de-Modi-tization within their own party !

This humiliating defeat to Kejriwal will be an eye-opener for BJP !

2019 LOK SABHA ELECTION PREDICTION

6e9ead6a3bbb45d59ac59ebd72b09531_6

The Lok Sabha elections in 2019 is one of the most polarized elections in Indian history. BJP, aided by the media, has polarized the elections and social media has taken it to the next level. Poll-troll is at its peak right now.

The current scenario in India depicts elite polarization i.e. ruling party members have come close ideologically and there is almost no ideological overlap with opposition parties. This has led to creating an environment of popular polarization i.e. polarization amongst the mass voters.  Let us understand why the BJP needs such a polarized election in order to come back to power.

In 2014, BJP vote share increased by 12.5% to 31.3% while INC vote share decreased by 9.5% to 19.5%. BJP became the only party in independent India to get a majority with the least ever vote share! BJP’s loyal vote bank is only around 20% … not enough to come back to power with a majority on their own. Their vote share is very low… hence they need to retain / increase if they want to come back to power.

SEAT SHARE

So, BJP’s strategy is very simple…. Polarize the voters such that they will stay with them in 2019 i.e. convert their non-loyal voters to committed BJP voters. If they are successful in doing that, then a higher turnout may in fact help them and may not necessarily be an indication of anti-incumbency. In a polarized environment, higher turnout among the educated urban people will be beneficial to BJP while a lower turnout in rural areas will also benefit them. At the same time, INC is the only other party which has a pan-India voter base. Hence attacking Rahul & co. is the best strategy to convert INC loyal voters towards them given the growing weakness in Congress’s regional organizational structure & lack of credible image of Rahul.

What Modi has done is that even though we are a multi-party system, the elections is more like the US two-party system i.e. Modi v/s the rest. In such an environment, voters lay a lot of emphasis on social issues. This is where INC is focussing on issues like lack of jobs, farmer distress & intolerance. BJP is focussing on welfare of women & children, providing utilities (water, gas & electricity), healthy environment (toilets, medical care), women empowerment (Triple Talaq) and Government accountability and non-corruption.

Trump emerged victorious in 2016 despite his negative popularity. He was successfully able to influence the implicit mind of the voters to such an extent that the opinion polls showed a different result and what actually happened during polling was different.

images (2)

This is what Modi is hoping he can do by appealing to the voter’s sub-conscious mind – publicly the voters may acknowledge that they are not happy with Modi but privately, they may vote for him.  Providing national security & a decisive leadership are key motivators for people to vote despite the social issues (which is why Modi keeps saying ‘What did Congress do in 70 years about this?’)

Predicting the outcome for the 2019 elections is extremely challenging given the above environment in the country. We will need to consider social issues, popularity of leaders and the past & future voting history. A combination of all these factors are built into my prediction model.

For the past & future voting history, I conducted an opinion poll with a sample size of 3500 spread across India.  Gamified version of questioning style was used where I tried to get the respondents to let go of cognitive aspects where they are not thinking about the decision-making process but are playing out scenarios that may be more honest and appropriate to actually how they make decisions.

Implicit-Consumer-Choice-Models

Hence, a question like Who will you vote for ? was rephrased to If your life depended on the Government, who would you vote for in the 2019 Lok Sabha Elections? ‘

Similarly for How will you rate the performance of Government on scale of 0 to 100 was replaced by ‘If you were a judge and had to rate the Modi Government’s performance from 2014 to 2019 on a scale of 0 to 100, what score will you give his government?’

For a rating of political leaders, question like ‘Please rate the following leaders on a scale of 1-7’ is replaced by ‘If the following politicians are restaurants and you have to rate their food quality, how many stars will you give to each of them? More stars indicate better quality.’

Let’s see what some of the quantitative findings of the poll are…

Election Slide1

BJP’s performance rating has increased in its own voter base but has decreased in its non-voter base. This is a clear case of mass polarization.

Let us now see the popularity scores of key political leaders

Election Slide2

The above data indicates the presence of extreme polarization. Modi is increasing his popularity within the BJP voter base but has lost ground with the non-BJP voter base. While Akhilesh has increased his popularity in his voter base category, the same cannot be said for his Mahagathbandhan partner, Mayawati. Hence, we may not witness a straightforward vote transfer from BSP to SP-BSP combine. Rahul’s popularity has increased slightly but is very low among the non-voter base. Hence, it is less likely that Modi voters will switch to Rahul. For BJP, this is good since anti-Modi votes may get split among other parties. Interestingly, Uddhav’s popularity has remained the same among his voters but has increased amongst his non-voters – a clear indication that MNS votebank will be transferred over to SS-BJP combine.

Let’s look at the switchers ….

An analysis of the claimed 2019 v/s 2014 votes received shows that BJP stands to retain it’s vote share. Opposition vote share will also witness an increase due to anti-Modi voters who missed to vote in 2014. Hence it is in the opposition’s interest to increase the turnout amongst such voters.

These voters will have negative impact on the seats won by BJP but it’s impact will not be significant because of lack of unity in the opposition.

55% of first-time voters are likely to vote for Modi. It is also seen that Modi has greater support from the women given the various government schemes which has helped them. Taking a clear stand on triple talaq is bound to fetch votes from Muslim women.

article160_6

It is extremely difficult to predict in such a polarized environment. As per my calculations by each constituency, I would stick my neck out and put BJP at around 256 & NDA around 300. INC around 67 and UPA at 129.

Election Slide3

Election Slide4

Election Slide5

There is always a but to these predictions …. If SP-BSP manage to do exceptionally well in UP and get close to 50 seats, then BJP will be struggling at around 225-230.

In such a scenario we will get kingmakers from the southern region (KCR, Jaganmohan Reddy, Deve Gowda ..!)

If you are brave enough… put in your money on Sensex once it falls closer to the weekend!

Cheers

Aneesh Laiwala

aneesh@insight3d.com

 

 

 

***2019 India Election Opinion Poll Tracker***

Most of the Election Opinion Polls are biased towards a particular political party. We never get a true picture on who is leading. This is the 2nd in our series of opinion poll tracker during this election season.

Please take this Gamified version of the political poll and see the results instantly. It will not take more than 2 minutes of your time. All your responses are anonymous. You can take the survey in the language of your choice.

Please forward to all your whatsapp group (Personal & Business). Thank you!

Election Opinion Poll

KARNATAKA 2018 ELECTION PREDICTION

Election-Karnatka-Lookback2.jpg

The Karnataka elections are a curtain raiser for the 2019 general elections in India.

Politics in this southern state has always been extremely complex. One example that stands out is the 2004 assembly term where the state saw three CM’s from all the three political parties! It was a perfect hung assembly where JD(S) was the ‘King’ maker as well as the ‘King’ breaker!

The power struggle in Karnataka has been like a game of musical chairs – the state has seen 22 CM’s in 14 Assemblies till date. No party has managed to retain the majority since 1978. Has congress performed exceptionally well this time around to achieve this elusive target? Sonia Gandhi has also broken her two-year long hiatus to campaign for this election!

Karnataka is convoluted in terms of its caste equations, influence of bordering states & water issues. Each of the six regions have a different voting pattern and party affiliation. In addition, the tripolar election makes it the most interesting election where even a 2% increase in vote share can be a game changer for any of the parties.

karnataka-key-candidates

To arrive at the predictions, the model uses analytics on past elections voting data, social media analysis & 500+ interviews within the six regions in Karnataka.

BJP is fighting this election at the national level with most of its heavyweight leaders campaigning throughout the state. Congress meanwhile is focussing their energy on a mix of Rahul Gandhi campaign trails,  showcasing the good work done by Siddaramaiah & attacking BJP for getting back the corrupt Yeddyurappa & Reddy brothers.

In the fight between BJP & Congress, Kumaraswamy may well turn out to be the dark horse. JD(S) have distanced themselves from pulling down the opposition & are focussing on projecting themselves as the best regional party to rule Karnataka. Kumaraswamy Anna is pleading with the people to give them a chance to come to power. Because of BJP split in 2013, JD(S) got a better spread of votes across the entire state. That has given them the opportunity to strengthen their organization at the grassroot level in the last 5 years. Hence, they are anticipating to get more than the 40 seats that they won last time.

At the ground level, the people (and farmers) do see Anna as an honest & genuine person. Though JD(S) may not be able to get majority, people do want to see if they can influence the outcome in a way where Anna can be part of a coalition and be their CM. There is a silent undercurrent in favour of JD(S). It is riding on the ‘Regional Party’ image and ‘better of the two national parties’ and the people may want to make ‘Good Person’ Kumaraswamy a ‘King’. In that sense JD(S) may get a bigger swing of votes in their favour. Another interesting aspect coming out of the interviews is that there is a tacit understanding between BJP & JD(S) in terms of putting up weaker candidates in some of the constituencies against each other. That way those constituencies will have a bipolar fight and eat up the Congress vote share. At least this is what some of the local BJP/RSS workers have mentioned.

cm-modi

In my opinion, it would be incorrect for pollsters to say that based on the 2014 Lok Sabha victory in Karnataka, BJP would get majority votes. If you compare the 2014 Lok Sabha BJP vote share & the vote share of BJP in state elections held post 2014 – BJP has lost vote share in 14 out of the 20 states. The loss of vote share is ~23%. If the seat tally is considered, the loss is ~30%. BJP getting majority may not be that easy. We may, in these elections see the impact of demonetization & GST.

As per my prediction, it will be a ‘HUNG’ assembly. BJP will emerge as the largest party (85 seats) followed closely by Congress (70 seats) & JD(S) (67 seats). If none of the parties get a majority, we may just about see BJP sneaking into power along with JD(S). They have mastered this art in the recent past!

We may just about get to see Kumaraswamy as the next Karnataka CM!

PREDICTION & VOTE SHARE AS BELOW

Karnataka Prediction

Let us see what the outcome is on May 15th!

Aneesh Laiwala

You can reach me @ aneesh@insights3D.com if you have any queries on the prediction.

UP 2017 ELECTION PREDICTION

uttar-pradesh-opinion-poll-2017

The 2017 UP elections has become a national event for Indians. For BJP it is critical that they win so that they can get the control over Rajya Sabha.

Akhilesh Yadav is hoping that the ‘orchestrated’ revolt within the SP will have a positive impact within their voter base and sideline the nepotism, goondaraj & corruption within the SP. This would project him as the young development face for UP & a new SP leader.

Muslim votes may probably be divided in these elections. They were not happy on how SP handled Muzzafarnagar riots and Dadri issue. Mulayam and Akhilesh visited the riot affected areas only 6 months after the incident. This has left the Muslim community angry with them. BSP has been silently trying to woo Muslims towards them by allocating at least 100 seats to them. There may be a spilt of votes between SP-INC, BSP & to some extent to BJP! BJP, by cleverly supporting the Triple Talaq issue, hopes that they get secret support from the Muslim women, especially in the urban regions. Even in 2014 general elections, they did get 7% of total Muslim votes.

It seems that SP is not confident of victory and hence they have aligned with Rahul Gandhi so that they can get the Muslim votes of the Congress. This seems to be a desperate move especially since Congress has recently only been a liability to the other parties with whom they have tied up. We will soon know if allowing Congress to piggyback on them is going to benefit SP or not.

BJP is confident that Modi can recreate the magic of 2014 which gave them a record of 72 LS seats in UP! Amit Shah was the architect of the 2014 victory and he is now hoping that they repeat it again in 2017.  He has been focusing in strengthening the BJP at the grassroot level. There has been meticulous planning in allocating seats in each assembly. They have also managed to attract defectors from other parties.

BJP knows that they have got overwhelming support on the demonetization drive & is hoping that it will help translate into votes. Also there is a significant population from UP in the Indian Armed Forces and hence the Surgical strikes done by India on Pakistan will help them further.  The UP elections is no longer at a regional level but is being fought at an National level.

As per my prediction model, it seems that BJP will get close to 2/3rd of majority in UP. BJP will win with 247 seats (+- 5%) and come to power.  BSP & SP would be very close 2nd & 3rd. Congress as expected, will be insignificant & on decline….

up

 

 

PUNJAB & GOA ASSEMBLY ELECTIONS 2017 PREDICTION

PUNJAB 2017 PREDICTION

all-parties

2017 is going to be interesting for Indian Politics. Keys states are going to elections and it is perceived that the election results would be a kind of referendum on Narendra Modi’s mid-term performance. Punjab elections are very complex. It has drug issues, lack of development by SAD & corruption by the local SAD candidates. There is a high degree of anti-incumbency for SAD. AAP is on the rise & INC is trying to revive its fortunes.

This election is going to be a mix of emotions for the Punjab voters…. Should it vote SAD out? Do they continue to vote for them looking at the performance of Narendra Modi ? Will Kejriwal be a fiasco like he is perceived to be in Delhi?

As per my analysis of the 2012 election results, 2014 LS results & social media analysis, it seems that AAP would emerge as the winner… but not get a majority to form the government. SAD+BJP would be at 2nd position & mathematically would not allow them to form a government. Congress at 3rd position would have to make a decision if they would get into an outside support to AAP to form a government & use it to capitalize at the National level for 2019…

As per my predictions the next government in Punjab would be that of AAP along with Congress as outside support.

punjab-seat-prediction

 

GOA 2017 PREDICTION

who-is-going-to-win-the-goa-elections

Goa is heading for a split verdict with no clear majority for any party. The key over here are the independents. BJP though will be the largest party, will not get a majority. Looks like a clear horse-trading scenario will arise. If BJP cannot muster the required support, AAP can be in a position to form a government with outside support from Congress!

 

goa-predictions