January 27, 2018
A recent article (12 Reasons Why Lok Sabha Elections Could Happen In Next 100 Days) by Rajesh Jain, the architect of BJP’s Mission 272 electoral campaign in 2014, has captured the imagination of political pundits, analysts, and leaders. The article lists out six reasons for the 2019 Lok Sabha elections to be advanced and held as early as in May 2018. The article goes on to draw six inferences from recent events to substantiate this claim. The first and foremost reason the article cites as a rationale for early elections is a declining trend in the Bharatiya Janata Party’s electoral performance since 2014 and hence an early election is the BJP’s best bet to arrest its loss. While Rajesh Jain’s arguments are intuitive and observational, what does data tell us about a seemingly declining trend for the BJP?
There have been 15 state elections held in the four years since the 2014 general election. One can impute BJP’s potential performance based on what economists call ‘revealed preferences’ of voters in these state elections. This is very different from electoral surveys where voters are expected to answer questions to a pollster, which is fraught with various flaws, intentional or otherwise. While the usual caveats of how state elections differ from parliament elections etc. apply, a revealed preference analysis of voter choices in state elections is a reasonable method to gauge the trend of BJP’s popularity with voters, after its 2014 victory.
In the 2014 general elections, the BJP won 282 of the total of 543 seats in the Lok Sabha, a clear majority. Subsequent to the 2014 general elections, there have been state elections held in 15 of India’s 29 states. Each Lok Sabha seat corresponds to a fixed set of assembly constituencies in each state. So, one can aggregate assembly constituencies to impute potential Lok Sabha seats.
In other words, after the 15 state elections, the BJP’s imputed Lok Sabha seat tally is 237, 45 less than its 2014 tally of 282 seats. Thus, if the state elections are any harbinger for the next general elections, then the BJP is certainly on a declining trend.
This declining trend is further confirmed by the BJP’s vote share and seat share performance in these state elections.
In 2014, the BJP won 1,171 assembly segments in these 15 states but in subsequent state elections, it won only 854 assembly seats, a loss of nearly one-third of its assembly seats from 2014.
Even in terms of vote share, the BJP secured a 39 percent vote share in these 15 states in the 2014 elections which has now fallen to 29 percent. That is, in exactly the same constituencies, 39 out of 100 voters chose the BJP in 2014 while only 29 out of 100 did, in the subsequent elections. Thus, data supports the claim made in the article about BJP’s declining support from its 2014 high.
Further, four large states are scheduled to go to polls later this year. These four states (Karnataka, Rajasthan, Madhya Pradesh and Chhattisgarh) accounted for a big 79 seats for the BJP in the 2014 elections. If the current declining trend of the BJP continues and is extrapolated to these four states, then the BJP can lose 20 more Lok Sabha seats in these four states which will bring its total imputed Lok Sabha tally down to 217 seats by the end of this state election cycle. The chart below shows how this declining trend for the BJP with time.
The obvious counter to this analysis will be the argument that voters vote differently for state elections and national elections. There is actually no empirical evidence to support this assertion. To the contrary, my research shows that when state and national elections are held simultaneously, 77 percent of voters choose the same party for both. If, as the data shows, the BJP is on a steady declining trend to lose its 2014 majority and as research shows, simultaneous elections can induce voters to vote for the same party, then the rationale for advancing national elections to be held along with other major state elections sounds entirely logical. There is strong electoral math support for the BJP to hold early and simultaneous elections to arrest its decline.
Praveen Chakravarty is Contributing Editor at BloombergQuint. He is an economist, Senior Fellow at IDFC Institute and Founding Trustee, IndiaSpend.