Tuesday, February 19, 2013

Mandate 2014


TINA should not determine the fate of 1.25bn people

Assuming media, including social media, reflects the popular perceptions, we find the country divided in three camps over Narendra Modi. One camp comprises of people who find him the best cure to the policy paralysis and therefore much of the problems afflicting the country at this point in time. The other camp rejects him as a regional phenomenon not of much relevance at national level. The third camp finds him the dark side of the democracy to be rejected as a whole.

In our view, this debate is mostly misdirected, suffers from strong prejudices & elements of romanticism, reflects a conspicuous disconnect between so called intelligentsia and ground realties, and conveniently ignores the political history of past three decades.

We feel we need to debate the issue without prejudice, in light of post emergency political history and from the following three different perspectives.

1.     Does the country need a change in leadership?

First of all, before debating the candidature of Mr. Modi, or Rahul or anybody else for that matter, for PMship, we need to answer “Does the country really needs a change in leadership? If yes, what are the alternatives?”

“Modi vs. Rahul in 2014” debate presumes that the current leadership has failed the country or at least has outlived its utility. If we approve of this hypothesis then we should first junk the current leadership without giving it the benefit of TINA factor. If we disapprove of this hypothesis then this whole debate about new leadership is meaningless and should be junked forthwith. We should rather work to strengthen the current leadership.

In case we believe that the country needs change, we need to discuss the alternatives without prejudice and in light of the historical experience.

Post emergency we have seen a number of permutation and combinations sharing the power, including BJP and Communists, BJP and Mayawati, Mulayam and Mayawati, Lalu and Nitish, NC, BJD & TDP with BJP, Communists and Congress, BJP and AIDMK, BJP and DMK, Scindhia, Tiwari, Pawar against Congress and with Congress etc. Hence restricting the search for alternative to UPA and NDA leadership in the present form would be inappropriate, in our view.

We also believe that the recent trend, in which dominance of regional aspirations over national issues has influenced the national politics leading to emergence of strong regional leaders, should strengthen further.

Therefore the sustainable alternative could only come from the states rather than imposed from Delhi. And if we make the exceptional leadership qualities, capability to deliver responsive administration, business friendliness, mass appeal, clear thinking, personal commitment etc. as primary criteria – the long list of alternatives would include (not exclusive and not necessarily in this order), Advani, Narendra Modi, Jayalalitha, Shivraj Singh Chauhan, Raman Singh, Navin Patnayak, Sharad Pawar, Nitish Kumar, Manohar Joshi, Pawan Chamling, A. K. Antony, Shiela Dikshit, Tarun Gogoi and Chandrababu. Rahul Gandhi may not find place in this list, as he is yet to demonstrate his capabilities in an administrative role.

2.     Will Modi be widely acceptable as leader of the country?

In our view this issue needs to be examined from two angles – (a) his acceptability to the people and (b) his acceptability to the regional parties.

Our discussions with various people across 19 states and from different walks of life shows Modi is very popular amongst students, professionals, middle classes, salaried, traders, entrepreneurs due to his leadership and administrative capabilities and business friendliness. He is widely perceived as honest, religious and straight forward. Farmers and poor outside Gujarat were largely indifferent towards him except for communal reasons. So the doubt about his mass appeal being limited to Gujarat may be without strong basis.

The most interesting point that emerged from our study was the preference of Modi over other regional leaders. We found that Tamilian in Delhi, Mumbai, Hyderabad and Vijaywada prefer Modi over Jayalalitha, though all Tamilians in Chennai and Coimbatore liked their CM more than Modi. Similar was the feedback in case of Oriya people in Delhi/Mumbai and Bhubaneswar/Sambalpur. Person in Tezpur (Assam) supported Modi over Gogoi. A hotel owner in Gangtok however felt Chamling is most suitable to lead the country. All Gujarati and Rajasthani people, wherever they are, preferred Modi over other regional leaders. Most businessmen in Patna believe Modi to be better leader than Nitish Kumar. BJP ruled states MP and Chattisgarh were equally divided between their local leaders and Modi. Raman Singh was sole choice in Raipur, while Bhopal, Indore, Jabalpur were divided between Shivraj, Scindhia and Rahul Gandhi. UP was divided on party lines, between Modi, Rahul Gandhi, Mayawati and Mulayam Singh. Overall, Rahul Gandhi had miniscule support. Some farmers and poor women in north India found him a suitable alternative. Mulayam, Mayawati, Shiela Dikshit, Sharad Pawar, Manohar Joshi found support amongst their respective party supporters only.

Insofar as his acceptability to regional parties, except communists and BSP, is concerned, the issue is somewhat abstruse. If we divide these parties into two camps – (a) who have Congress as the main opposition in their respective states and (b) who do not compete directly with Congress in their respective states. The parties in first group, e.g., SAD, Shiv Sena, BJD, PDP, INLD, SSP, TDP would always prefer a non-Congress alliance. Whereas the parties in the second camp e.g., SP/BSP, JDU, LJP, RLD, AIDMK, DMK, would prefer to go with the alliance which is more likely to form the government. In fact many of these parties have their genesis in the anti-congressism and therefore are more natural allies of BJP. The only bone of contention in this simplistic analysis is the sizable minorities’ votes and that is the only reason of their opposition to Modi. Communists will not join BJP and BSP is mostly unpredictable.

In our view, anti-congressism is the raison d’ĂȘtre of most of these parties and hence more critical to their existence rather than secularism which they often use as convenience. RLD and LJP’s decline is a classic case study of the consequences of preferring convenient secularism over fundamental anti-congressism.

The apparent opposition of Nitish Kumar to Modi’s leadership should therefore not be taken as a major limiting factor, especially when his popularity is already declining at the margins and his government is dependent on BJP’s support.

3. Is Modi relevant in national context?

The third aspect which needs to be intensively debated is whether Modi is relevant to the present national context.

Presently, India is struggling with the limitations of the Nehruvian model of economic development that we have followed since independence. Even BJP, when it came to power, decided to leave the alternative model “integrated humanism” proposed by its ideologue Mr. Deendayal Upadhyaya and followed a variant of Nehruvian model terming it “Gandhian Socialism”.

The current variant of the Nehruvian model is largely a distortion of the classical Keynesian model that advocates a larger role for the private enterprise with active state intervention during extremities of business cycle and argues against higher savings in both private and public sector. The Keynesian model has its genesis in the great depression and found useful during larger economic crisis.

However, Modi seems to be an advocate of Laissez-faire or free market which entails minimal state intervention even during crisis. He has implemented the model in Gujarat with limited success. But it is pertinent to note that unlike many other states, Gujarat has a history of 200years of industrialization and 60mn people who are globally recognized for their enterprising skills.
It is therefore important to evaluate whether the Gujarat model could be replicated at the national level, or in other words whether Modi can deliver the same results as Prime Minister what he has delivered as Chief Minister of Gujarat.

In our view, considering the present state of socio-economic development of various parts of the country, it would be 10-15years too early to test the Laissez-faire model at the pan-India level. Hence, Modi’s Gujarat model may not be of much relevance at the national level.

But at the same time the Gujarat model should not become his limitation also. Modi has very successfully demonstrated his strategy skills in past one decade. It would be totally wrong to assume that he would not be able to adapt to the larger responsibility and formulate an appropriate strategy for integrated development of the country.

Conclusion

To conclude, in our view, the popular debate should be wholesome and not based on sensationalism, prejudices and romanticism. “If” it is felt that a change is required and a particular leader or party is fit and ready to provide a better alternative, we all should support and help such party or leader as the case may be. If there are certain limitations/problems, all should work together overcome that. For example, if we sincerely believe that Modi is a fit and proper person to lead the country, subject to he coming clean on 2002 events – we all should work with him on this aspect and help him to take the corrective action. Isolating him will not do. However, if the popular perception feels no change is required – we all should work to strengthen the current leadership and let Modi serve 60mn Gujaratis




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