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The Neo Middle Class Firewall

Advance copy of upcoming column. All underlying data for this analysis sourced from IndiaVotes.com

Much has been written on how the Keshubai Patel led Gujarat Parivartan Party had dented the BJP’s prospects in 15 seats in which the BJP lost narrowly to the Congress. However none of the analyses in the mainstream media have quite explained how it is that the BJP managed to cut these losses to a mere two seat dip in its overall tally compared to 2007. While the GPP’s impact was an obvious, explicit phenomenon that was anticipated ahead of the election and easily quantified after the results, the counter trend that firewalled Narendra Modi has not quite been explained.

In all about 51 seats are new pick-ups by the BJP. Of these however only 19 seats were explicit gains by the BJP from seats formerly held by the Congress and others in 2007. The remaining 32 seats are new delimited seats that have been won by the BJP. Since there is no explicit one to one relationship between these delimited seats of 2012 and their predecessor seats from 2007, let us set aside these 32 seats for the purpose of this analysis. This leaves us with the 19 seats that were explicitly held by Congress and others in 2007 which have now flipped to the BJP in 2012.

Of these 19 seats explicitly wrested by the BJP are seats held by Congress stalwarts like Shaktisingh Gohil and Arjun Modhvadia. These seats include Bardoli, Bhavnagar rural, Chotila, Dhaboi, Dediyapada, Dhandhuka, Dholka, Dhrangadhra, Gondal, Jamalpur khadia, Jambusar, Jamjodhpur, Karjan, Limkheda, Mahuva (ST),  Nizar, Padra, Porbandar, Vagra. A deeper analysis of these seats paints a picture that tells the real story of how the electoral landscape shifted in favor of Narendra Modi in these seats to blunt the impact of the Keshubhai led GPP rebellion against the BJP elsewhere.

In almost all of these 19 seats, save a couple of seats, the total number of electors saw a decent rise from 2007 to 2012. But the more interesting and relevant increase is in the actual votes polled that saw a significant rise in every one of these 19 seats including those couple of seats that saw fewer registered voter s. The highest increase in actual votes polled was in Nizar with nearly 70,000 additional votes cast followed closely by Dhrangadhra with about 67.000 additional votes cast. The least increase was around 11,000 votes in Dediyapada and in Bhavnagar rural around 14,000 odd votes. The average increase in actual votes polled across these 19 seats was about 42,000 votes.

In every one of these 19 seats the BJP saw a significant increase in actual votes cast in its favor between 2007 and 2012. While Dhrangadhra and Nizar saw the largest increase in actual votes polled for the BJP by about 40,000 odd votes. Dandhuka and Bhavnagar rural saw the least increase of about 11,000 and 15,000 odd votes. On average the BJP saw an increase of about 28,000 odd votes per seat across these 19 seats.  The stunning metric though is the ratio of BJP’s actual vote increase as a percentage of the increase in overall votes (turnout). On an average across these 19 seats the BJP’s actual vote increase was 75% of the overall increase in turnout (actual votes, not percentages).

This means that in these 19 seats that flipped in favor of the BJP to blunt the impact of GPP elsewhere, 3 out of every 4 additional voters who turned out to vote resulting in this record spike in turnout, voted for the BJP.

This about quantifies the impact of the “Neo Middle Class” firewall comprising first time voters, young voters and women voters, that rose in favor of Narendra Modi to make all the difference to the final tally

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Filed under: Gujarat Polls 2012, Narendra Modi, Neo Aspirational class, Neo Middle Class, New Middle Class

Rise of Neo-Middle Class

Originally published on Niti Central

While many facile analyses will attribute the electoral outcome in Gujarat to factors that were marginally relevant, the more astute of analysts will see in the turnout figures what this election was really about.

Of particular interest would be the number of first time voters and of even greater significance the spike in the Women Voter turnout.

It would not be exaggeration to describe this election as the one where Women and Youth reposed their faith overwhelmingly in Narendra Modi. In the processing putting up a Firewall against Caste, Religion and every other political construct from the decades gone past that have come to define incumbencies.

This win for Narendra Modi signifies 5 things:

#1 - It is a trend setter - establishes that pro-incumbency sentiment can firewall against even the toughest of incumbencies after a 18 year run for a party and 11 year run for the Chief Minister.

#2 - It breaks from the past - we have to discard political constructs of the past 6 decades to analyze this election. This requires a new political construct to analyze how elections of the future will be fought

#3 - It shows Technology can be a winner - we can finally put behind us the ghost of “India Shining” and 2004 and stop being apologetic about the use of Technology.

#4 - It sends a signal to the Congress and its extended ecosystem of Media and NGO Left-Libs- victimhood as a permanent political agenda is past its sell by date. Cynicism no longer sells.

#5 - It also sends a signal to the Rest of India on what the future can hold for them.

Between Women and the Youth of Gujarat lies the “Neo Aspirational Class” or the “Neo Middle Class” as Narendra Modi recently put it. The story of this election win is really the story of how this “Neo Middle Class” came to be and how Mr. Modi has laid out a political roadmap for this “Neo Middle Class” to realize its aspirations. Mr. Modi preferred to call a “Covenant of Commitment” a.k.a. Sankalp Patra.

I would go a step further to call it “Umeedon ki Seedhi” a.k.a “Ladder of Opportunity”.

For the first time in the middle of a high stakes election for an incumbent Chief Minister in a country like India to go on record and express his commitment to Enterprise takes both courage and conviction. It is much easier to resort to cheap populism. What I find striking about this election is the creativity with which the “Safety of Net” has been promised. This has been done so while being steadfast about creating a “Ladder of Opportunity”. Thus you have the opportunity for more citizens to cross over that much riled “Poverty Line” through targeted interventions and join the “Neo Aspirational” class. The “safety net” that has been promised in the Sankalp Patra is less of a trap that sucks you into dependency but more of a trampoline that helps you bounce right back to find your way up that ladder of opportunity – Umeedon ki Seedhi.

More on the rise of Neo Middle Class

The earliest indicators of the rise of the “Neo Aspirational Class” come from the 2002 BPL Census data of Rural Households. Between the fall of NDA that was wrongly attributed to “India Shining” and the re-election of UPA that was once again wrongly attributed to “rights based entitlements” most commentators have ignored what the BPL Census data told us going as far back as 2002. In block after block, district after district, when queried over what kind of assistance Rural BPL families preferred one message came out loud and clear – education, skills and self-employment.

Narendra Modi’s comments on the rise of the “neo middle class” during the release of his party’s manifesto for the upcoming assembly election may come as a surprise to many but there is a sound demographic basis to it. Back in 2008 as an academic exercise this columnist had dissected the electoral landscape in Uttar Pradesh through the prism of the 2002 BPL Census data to find that the opportunity exists to materially alter the battleground in Uttar Pradesh through a platform that has an emphasis on “economic issues” that can size up to the “economic aspirations” of the neo-middle class.

For much too long “Social Engineering” and “Victimhood Narratives” have been the dominant paradigms for both understanding politics and for advancing political agenda. Since the advent of the UPA, the Sonia Gandhi lead “National Advisory Council” with its agenda of “Rights based Entitlements” has further obscured the rise of the neo-middle class with the universal appellation “aam admi” gaining currency within the national political discourse.

Back in 2009 in the aftermath of the Lok Sabha defeat of the BJP in a three part series of blogs, this columnist argued for displacing “Social Engineering” with “Socio-Economic Engineering” for the Center Right to reclaim the dominant political narrative using the twin constructs of the “Ladder of Opportunity” and the “Safety of the Net” to better target the neo Middle Class.

Most recently examining hard survey data collected in Gujarat earlier this year, this columnist had posited that the rise of the Neo Aspirational class presents the most potent challenge to the UPA’s aam admi politics.

“It is this “neo-aspirational” class’ hunger for job opportunities and infrastructure that is shaping a different kind of electoral discourse where development and economic growth are viewed as essential to the ladder of opportunity while concerns over inflation manifest into the desire for a subsidy-oriented safety net. This is markedly different from the UPA’s aam admi rhetoric which is all about imaginary rights and entitlements from NREGA to Food Security with the lure of cash transfers. The key difference is that the neo-aspirational class is far more impatient to climb the ladder of opportunity rather than militate like the UPA’s aam admi for a safety net woven out of rights and entitlements. The anger against UPA’s corruption is also reflection of this impatience.”

“Social Engineering” and “Victimhood Narratives” have been political anomalies for some time now with a young and impatient India hungry to satisfy its aspirations making electoral choices that defy conventional political wisdom. Soon they will become anachronisms with the Gujarat victory marking the first time an explicit agenda targeting the neo-aspirational class being advanced by a major political party receiving such a resounding endorsement from the citizenry.

Filed under: Gujarat Polls 2012, India Elections 2014, Narendra Modi, Neo Aspirational class, Neo Middle Class, New Middle Class, UPA-II Critical Appraisal

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