Thursday, February 12, 2015

Call Jhadoo a Vacuum Cleaner and it starts to act as one - Aam Aadmi Party's Victory


An AAM analysis



With an emphatic and thrilling win in Delhi Elections, the Aam Aadmi Party has emerged as a viable alternative to the Congress and regional parties as a voice of opposition against the ruling pro-business BJP. The victory margin has generated a buzz that the jhadoo should now be replaced by a vacuum cleaner.

As there were so many analysis post 16th May-2014, there are bound to be this time around too, though the reasons for BJP's defeat more or less have already been mentioned by ‘eminent’ experts at the 24 hours news channels.
Apart from stating some very obvious reasons that led to BJP's downfall, such as parachuting the candidates, excessive negative campaign, arrogance, Ghar-wapasi, Sadhvis & Maharajs, and even the Pinstripe suit, the discussions have been rhetorical (& sometimes confusing – Kiran Bedi being brought late in the campaign v/s the pathetic speaker that she is). The twitter-journos have only confirmed their standing on hollow bases, their euphoria for an AAP victory overwhelming their reasoning abilities. I call these factors obvious not because their negative impact has been empirically established, but because they were prominent in the discussion agenda preceding the election - both as an opposition's offence and BJP's defence, and clearly in retrospect it can be argued that the defence was rather appalling.

The acknowledged but unanalysed factor has been that of perception - the perception that BJP has failed in its 9 month rule at the centre and that AAP's 49 day rule was at least satisfactory, if not heavenly; the perception that if BJP comes to power it is going to be indifferent to say the least and AAP would truly be a people's government, sans dharnas this time. Here, let me say that the appealing but unrealisable promises alone do not explain the basis of AAP's victory. In fact, everyone had their own list of such populisms. What turned the wave in favour of AAP was that their leader had managed to get the perceptual upper-hand. The 'obvious' factors continue to be debated in media, so I will focus on the not-so-attention-generating 'perceptual' factor.

1.       As soon as Arvind Kejriwal resigned from his 49 day dharna-cum-governance stint, AAP supporters were spreading the achievements of the government in its 49 day rule. Even though little of note happened during that time, the list looked like achievements of 'Ram-Rajya'. Empathetic behaviour of government officials, distribution of lifeline water, disappearance of police-hafta, etc. were endlessly repeated so as now they have the status of accepted facts. Another initiative of Mohalla Sabhas, which are little more than Resident Welfare Associations, was cited as a radical step in democracy. If the experience of RWAs is any guiding step, this was a redundant gesture, if not futile. But, perception matters and these 'inclusive' steps were billed as ushering in 'Swaraj'.

2.       BJP's perception as an anti-poor party has been amplified by the reactions to the Land acquisition ordinance and the ongoing disinvestment program. While the criticism by some policy experts has been factual and insightful, the discourse has been hijacked by the political parties, who very well realise that not much can be affected until the laws have been passed in the Parliament. On the macroeconomic front, the opposition is shedding croc-tears for tangible outcomes, as if Modi needed to build certain kilometres of highways and erect some industries to earn a certificate from them. Even the never satisfying industry bodies echo such sentiments, ostensibly to extract further concessions. There is a growing current that nothing has happened in the 9 month Modi rule, but nobody steps forward to elaborate on this. On the contrary, the recent ordinances suggest that the government will not be held hostage to the opposition's obstructionist tactics and is committed to pursue its reform agenda. Again, the perception that has been created is that this government is little different from the previous one, with the added baggage of it being favourable to certain industrialists, especially the punching bags of Arvind Kejriwal.

3.       On the front of the promises made, only time will tell whether this positive expectation turns into legitimacy. The current economic reading, although, leaves little doubt about the fictitiousness of these claims. Just like Narendra Modi's victory in Lok Sabha elections created an atmosphere of heightened macroeconomic expectations, Arvind Kejriwal has managed to 'push the envelope further'(sic).

To get the impact of perception, a comparison is necessary. When Modi talked about bringing black money and getting 15L in the accounts of everyone, very few took notice and ignored it as an election gimmick (honestly, I, who has listened to so many of his speeches, did not even know he has made such a ridiculous proposition). When 100 days passed, the Congress made the nation take notice of this promise and generated a nation-wide debate on the issue, in process generating an absolute negativity for the government. Making such a promise was ill-conceived, as it invited a clever reaction from the opposition which capitalised on this blooper. Here, AAP's case is on a better footing as it has already got the 'undoable' certificate from the opposition. (Unintentionally)Well Played!

Similarly, the Jan Dhan Yojana, an excellent scheme with an outstanding objective and even more outstanding implementation has managed to garner much negative publicity. More than the incentives given to attract the customers, the intricacies of the scheme have attracted mocking. As if the people who were already made to expect Rs.15L from the black money suddenly have Rs.5000 more to get in doles from the overdraft facility.

I will end by giving an unrelated example which serves as an anecdote to realise the impact which false perceptions create. The pharmaceutical industrial units in India which cater to the west have some of the best hygiene standards found anywhere in the world. Given the stringent norms laid down by the USFDA and other regulators and also the political-business pressure of major pharma MNCs, Indian pharma firms adhere to the strictest cleanliness practices. But because of the Ranbaxy episode, the dominant narrative that has been established is that there is little regard to hygiene in India. Not only do foreign MNCs now use this argument to their advantage in USFDA hearings, but also the prescriptive economic-journalists have elevated this narrative to the status of a fact, probably without visiting any of the manufacturing facilities. It is a different matter that Indian firms are consistently ‘disappointing’ the regulatory inspectors with their state-of-the-art facilities. And our journalists are blind to such information. Perception and prejudice fuel into each other. (I have visited the premises of an American-German firm in New Jersey. In India, I have confirmed the practices with my relatives and friends who work in Indian firms).

The conclusion is that offence wins - on policy front, not on personal front. On personal front it has only backfired in a growing polity where people crave more for outcomes rather than personal duels. On the policy front it is conclusive that whatever you do, you must communicate it sincerely and proactively, before the opposition gets to you. By you giving the avenues to the opposition to attack, the narrative gets hijacked and the agenda gets derailed. BJP has already a lot to learn from the obvious factors of defeat, it might as well pay attention to its perception in the masses.