One axis politics

Historically, political leanings have ben described on two dimensions – economic freedom and social freedom. In the American scenario, the Republican Party has historically been supportive of economic freedom and restrictive of social freedom. The Democratic Party has been liberal on social freedom but illiberal on the economic freedom front.

While other major Western democracies occupying these two opposite quadrants, the other two quadrants have been largely empty. The libertarians occupy the “free on both fronts” quadrant, but nowhere is there a party to represent them – giving people freedom on all fronts means lesser power for the government and no politician wants that. And being restrictive of both kinds of freedom means people won’t vote for you – at least this was the way historically.

Of course things have been different in India. While we did have a series of governments between 1991 and 2004 that were reasonably economically liberal (“liberalisation” happened in this time period), all Indian political parties are required to swear by socialism, and they swear by it in spirit as well. So the difference on the economic freedom front between different Indian parties is marginal (in 2014, many of us thought the BJP might be supportive of economic freedom, given its record in the 1999-2004 period. Instead, it gave us demonetisation).

So in effect, in India we have a one-axis democracy, where parties try to differentiate themselves on one axis, which is the kind of social freedom they allow. Even there, it is not so much of an axis, but different ways in which they control social freedoms.

The BJP doesn’t want you to eat beef. The AAP doesn’t want recorded music in restaurants. The Congress and JDS don’t want live music in restaurants. The BJP puts cow welfare over human welfare. The Congress enacts and supports laws that allow suppression of Muslim women (by Muslim men). Many parties want to ban liquor, despite it having been repeatedly shown that such bans don’t work. No party wants to legalise marijuana, despite our rich tradition in the substance (heck, its scientific name is Cannabis indica). And we all seem to vote based on which of these social freedoms are more precious to us than others – economic freedom is a battle already lost.

In any case, it seems like other countries are also moving towards one axis democracy.  A chart posted on Twitter today describes results from a survey in the US on voters’ attitudes towards social and economic freedoms, and how they voted in the 2016 presidential elections (which Donald Trump famously won).

Source: https://www.voterstudygroup.org/publications/2016-elections/political-divisions-in-2016-and-beyond

A large part of America seems to lie in the left half of the economic freedom spectrum. Yes, the republican voters are still more towards the centre than the democratic voter, but the bigger separation here is on the social rather than the economic dimension. And the Trump administration has been pursuing several policies cutting economic freedoms, such as tearing up trade deals and imposing tariffs.

So it seems like the world is following India in terms of enacting one axis politics – where voters vote more on the social dimension rather than the economic dimension. Then again, I don’t expect this to last – with parties moving left economically, soon you can expect economic freedoms to be crushed to the extent that it becomes advantageous for a party to signal economically right and still get votes.

PS: We don’t need to limit ourselves to two dimensions.  A few years back, Nitin Pai had proposed the Niti Mandala which has three dimensions.

Source: http://acorn.nationalinterest.in/2012/03/03/nitimandala-the-indian-political-spectrum/

Denying people their jokes

When I was in Bangalore earlier this year, I was talking to a “US returned” friend about moving back to India, and he mentioned that one of the reasons he moved back is that he didn’t find very good “culture fit” in the US. “The thing that got to me”, he said, “was that I couldn’t even connect with their jokes”.

Living in the UK, that is not that much of a problem for us, since British humour is pretty good, but this anecdote illustrates how important jokes can be for people.

Regular readers of this blog might know that I get damn irritated by the new-found culture of political correctness. While it is not my intention to hurt anybody or their feelings, I feel that political correctness is being overdone nowadays, and that severely restricts what you can say. And that is a problem for people like me who like to say things without thinking.

Reading the odd news report from the US – about the Trump campaign, for example – it’s clear that I’m not alone in having a problem with this newfound political correctness (oh – I can now expect people to attack me for having views similar to Trump’s voters). In some ways the left-right battle in the US can be described as a battle of political correctness, where the “left” likes to be all correct, and expects that everyone else is also always politically correct and not offensive, while the “right” wants to say things as they are.

Anyway, putting together my friend’s anecdote about not getting American jokes, and the culture of political correctness, I can think of one other, possibly major, reason why people are pissed off about the culture of political correctness – it denies people their jokes.

Most popular jokes – may not be the best ones, mind you, but ones that have high memetic fitness – are cracked at the expense of an “other”. This “other” can sometimes be another person – even a public figure, but at other times, it defines a particular community (though not necessarily a certain community). And the joke consists of laughing at this particular other community (broadly speaking).

So you have short people jokes, and black jokes, and Jewish jokes, and Pakistani jokes, and Muslim jokes, and so on. And then you have sexist jokes.

Now put this in the context of political correctness – most jokes that most people have grown up on are now taboo, because they are offensive to one or the other community, and it is not polite to make fun of these communities. So a whole truckload of jokes that people are grown up on can now not be cracked in polite company. And as even the Soviet Union discovered, that can be oppressive.

I recently read this book called Hammer and Tickle – a History of Communism through Communist Jokes (you can find an extract here). This sub-heading accompanying the extract summarises the Soviet attitude towards jokes:

Communism is the only political system to have created its own international brand of comedy. The standard interpretation is that communist jokes were a form of resistance. But they were also a safety valve for the regimes and jokes were told by the rulers as well as the ruled—even Stalin told some good ones

Now if only the “modern Soviets” were to get this!

TV Punditry

Those of you who might be following me on social media (Twitter/Facebook/LinkedIN) might know that I’ve started a career in TV Punditry over the last week. Well, it’s not that much of a career – I still need to figure out how to get paid for it.

Anyway, so I was on News9 once on Saturday (analysing exit polls) and again on Tuesday (analysing the election results). It happened pretty much at random, from a random twitter conversation:

And so Mathang (who I’d first met in 2004 when he had interviewed me for Education Times) set me up with Anil Kumar from News9, who presently asked me for my number. A couple of twitter DMs, a couple of emails and a couple of phone calls later, I had been asked to come to the News9 studio at 5pm on Saturday.

Saturday’s session was really enjoyable, and I spoke a fair bit on the process of conducting an exit poll, the importance of sample sizes and representative samples, the process of converting votes to seats, etc. A 5 minute monologue on sampling process got the anchors interested in me, and they kept coming back to me. As is my wont, I summarised the import of my arguments for Mint.

And so I got invited again for Tuesday’s post-counting session, and I’m not sure I enjoyed it that much. As the elections threw up a hung assembly, the politicians on the panel spent their time shouting at each other. I was seated in an inappropriate place – right between a loud JDS spokesperson and a loud BJP spokesperson. I recused myself from much of the discussion and was only brought in because the anchors probably thought I should be “given some lines” – an opportunity I used to comment on the parties’ election strategies.

So two TV appearances later, I must say I quite like the format – it’s good footage (literally) if not anything else, but it can be a bit painful. Writing is easy in the sense that you just collect your thoughts and deliver them at a time.

Video means that you are virtually participating in a group discussion, and need to butt in to make your point. You might have something insightful to say, but need to wait for an opportune time to interject. You might be in the middle of a long point but get interrupted by another panellist. You might wait for ages to say something but the opportunity never comes. At other times, you might get a question that you’re not prepared for.

The worst thing as an analytical guy on TV is that you need to keep referring to your data, and your analysis. So there was one occasion on each session when the anchors asked me a question to answer which I’d to write some code to answer. So each time I mumbled something and bent down to my laptop, and got bailed out by the anchor who got someone else’s view in the time I took to get the requisite data.

In any case, I want to do more of this. I also hope that like with my writing, I can some day hope to get paid for TV appearances – this is a hard job since panellists representing political parties don’t charge anything – it’s in their parties’ interests to be represented on the show.

But, some day..

PM’s Eleven

The first time I ever heard of Davos was in 1997, when then Indian Prime Minister HD Deve Gowda attended the conference in the ski resort and gave a speech. He was heavily pilloried by the Kannada media, and given the moniker “Davos Gowda”.

Maybe because of all the attention Deve Gowda received for the trip, and not in a good way, no Indian Prime Minister ventured to go there for another twenty years. Until, of course, Narendra Modi went there earlier this week and gave a speech that apparently got widely appreciated in China.

There is another thing that connects Modi and Deve Gowda as Prime Ministers (leaving aside trivialties such as them being chief ministers of their respective states before becoming Prime Ministers).

Back in 1996 when Deve Gowda was Prime Minister, Rahul Dravid,  Venkatesh Prasad and Sunil Joshi made their Test debuts (on the tour of England). Anil Kumble and Javagal Srinath had long been fixtures in the Indian cricket team. Later that year, Sujith Somasunder played a couple of one dayers. David Johnson played two Tests. And in early 1997, Doddanarasaiah Ganesh played a few Test matches.

In case you haven’t yet figured out, all these cricketers came from Karnataka, the same state as the Prime Minister. During that season, it was normal for at least five players in the Indian Eleven to be from Karnataka. Since Deve Gowda had become Prime Minister around the same time, there was no surprise that the Indian cricket team was called “PM’s Eleven”. Coincidentally, the chairman of selectors at that point in time was Gundappa Vishwanath, who is also from Karnataka.

The Indian team playing in the current Test match in Johannesburg has four players from Gujarat. Now, this is not as noticeable as five players from Karnataka because Gujarat is home to three Ranji Trophy teams. Cheteshwar Pujara plays for Saurashtra, Parthiv Patel and Jasprit Bumrah play for Gujarat, and Hardik Pandya plays for Baroda. And Saurashtra’s Ravindra Jadeja is also part of the squad.

It had been a long time since once state had thus dominated the Indian cricket team. Perhaps we hadn’t seen this kind of domination since Karnataka had dominated in the late 1990s. And it so happens that once again the state dominating the Indian cricket team happens to be the Prime Minister’s home state.

So after a gap of twenty one years, we had an Indian Prime Minister addressing Davos. And after a gap of twenty one years, we have an Indian cricket team that can be called “PM’s Eleven”!

As Baada put it the other day, “Modi is the new Deve Gowda. Just without family and sleep”.

Update: I realised after posting that I have another post called “PM’s Eleven” on this blog. It was written in the UPA years.

The “war” on terror

In light of the terrorist attack in London this morning, when 29 people were hospitalised following an explosion in a peak hour District Line train on a massively crowded route, I nearly re-wrote this old blogpost of mine. I even thought of the very same examples before I figured I should once check.

Recently, Iraqi Prime Minister Haider Al-Abadi declared “victory over Islamic State“, and announced that the organisation had been defeated. In this statement, Al-Abadi conveyed his ignorance of the kind of conflict his government was involved in, for Islamic State is not a “normal country” and the so-called “war” the Iraq and others are fighting it is not a war – since it will never end the way normal wars do.

As I’d mentioned in the other post on wars, wars end in a political decision – a surrender, usually. Sometimes, it takes extreme measures to induce surrender, as it happened with Japan in World War 2. At other times, a slight advantage to one side might lead the other to concede, and strike a treaty. Either ways, in a conventional war, few sides are likely to fight on until last man standing.

The so-called “war on terror” (especially aimed at the Islamic State) is not a war for several reasons. Firstly, Islamic State is not a conventional organisation – it has transcended that to become a concept, to unite radical Islamists worldwide. Irrespective of how many layers of the top management of the Islamic State are eliminated (either by killing or by incarceration), the remainder of the organisation will regroup and continue to thrive. And the organisation continues to grow – with ordinary members constantly seeking to enroll new members.

This feature of the Islamic State not being a conventional organisation also means that there is no central leadership that has the power to concede defeat and declare the war to an end. Even if a nominal leader of the organisation were to take such a decision, the fact that the organisation is an extremist on might imply that this decision might be decried as “selling out” by the more extreme factions of the organisation, who will fight on.

Then, the Islamic State is a distributed organisation – even in terms of geography. The use of the internet for recruitment has meant that they have operatives in most countries, and after some initial training, these operatives operate independently. So even if a nominal “top management” of the organisation were to be eliminated, these independent operatives will continue to thrive. And they need to be taken down – to the last man.

In that sense, the “war” against Islamic State is hardly a war. There is no political objective since the Islamic State lacks a political leadership capable of taking decisions. The organisation is rather distributed and even killing the “main organisation” will not eliminate the branches (reminds me of this demon in Hindu myth who had the property that each drop of his blood that would touch the ground would result in a clone of the demon).

The fight is going to be a long one, and we’ll need measures both conventional and unconventional to defeat the organisation. Declaring victory, like the Iraqi PM did, can only prove counterproductive.

On cultural appropriation

Over the last few months, I’ve come across this concept of “cultural appropriation” several times. I don’t claim to get it completely, but I think I understand it enough to comment about it.

Going by Wikipedia, cultural appropriation

is the adoption or use of the elements of one culture by members of another culture. Cultural appropriation, often framed as cultural misappropriation, is sometimes portrayed as harmful and is claimed to be a violation of the collective intellectual property rights of the originating culture

The list of celebrities who’ve been accused of cultural appropriation runs way too long to list here, but it’s basically a popular topic of outrage among the modern left, commonly described by their detractors as “social justice warriors” (SJW).

In any case, my attention to the topic was drawn by a recent essay on the topic by philosopher Kenan Malik. In “In defence of cultural appropriation“, first published in the New York Times, Malik writes:

But who does the policing? Every society has its gatekeepers, whose role is to protect certain institutions, maintain the privileges of particular groups and cordon off some beliefs from challenge. Such gatekeepers protect not the marginalized but the powerful. Racism itself is a form of gatekeeping, a means of denying racialized groups equal rights, access and opportunities.

In minority communities, the gatekeepers are usually self-appointed guardians whose power rests on their ability to define what is acceptable and what is beyond the bounds. They appropriate for themselves the authority to license certain forms of cultural engagement, and in doing so, entrench their power.

In fact, reading the rather long essay, it was hard for me to disagree with him. In fact, it started to make me wonder why cultural appropriation is a matter of debate at all – controversial enough that at least three editors who defended it have lost their jobs (per Malik). In fact, Malik himself was victim of significant online abuse and trolling following his article.

So thinking about this topic during a work break the other day, I found compelling evidence about why the concept is bullshit – basically, it’s one-sided.

The whole concept of “cultural appropriation” hinges on there being a “superior community” and a “marginalised community”, with members of the former not allowed to adopt practices of the latter. This is a one-way street – if you turn the argument around and say that a person from a traditionally “marginalised community” should not adopt cultural practices of a “superior community”, you’re essentially being racist or casteist or whatever.

Consider this, for example – “Dalits should not recite the Vedas because by doing so, they are appropriating the culture of caste Hindus“.  It is unlikely that any self-respecting SJW would condone this statement. But turn the communities around, and the outrage on cultural appropriation become legit!

This makes the entire concept problematic, since it rests on a prior of certain communities being “marginalised”. In other words, it rests on a prior of a partial ordering of “communities”, with some considered more advanced than the other. Take away any such ordering or hierarchy, and the concept of cultural appropriation falls flat.

To me, the outrage about cultural appropriation smacks of a sort of “white man’s burden” among SJWs in an attempt to seemingly protect seemingly marginalised communities. All this achieves, as Kenan Malik mentions in his essay, is to empower the self-appointed leaders of these marginalised communities.

Opinion polls and betting

So for a change the opinion polls seem to have got it right. I’m talking about the just-concluded elections in the UK here, which has returned a hung parliament. The Tories have fallen just sort of a majority (in Kannada we’d call it “AJM“). It’ll be interesting to see how a government will be formed now.

Now, the thing is that the opinion polls got it right. While the Tories had started off with a big lead at the time the elections were announced, opinion polls over time showed that the race was getting a lot tighter. I’d piggybacked on the opinion polls to conduct my own analysis which got published in Mint.

Having shown off that I’d made the prediction correctly, let me get to my hypothesis of why the opinion polls got it right. Opinion polls in the UK have a greater chance of being right because because betting is legal here.

I was walking around Central London yesterday when I saw this poster outside a betting shop.

Because betting is legal in the UK, betting houses take bets on just about anything, including the results of elections. The way betting works is that the betting houses make markets. They present odds for each side of the deal (in this case, let’s say Tory win, Labour win and hung parliament), and whenever a punter walks into the shop and places a bet, it’s the house that’s taking the opposite side of the bet.

What this implies is that the house better get the odds right, otherwise the difference in their odds and the actual results can wipe out the shop. And how does the betting house know where to set the odds? For something like an election, they rely on the opinion polls.

If the opinion polls get it wrong, the betting houses can end up losing a lot of money (like they evidently did last year during the Brexit vote which most pollsters got horribly wrong). So there is a legal entity which has real skin in the game in opinion polls being right.

I’m not sure of the ownership of the opinion polling companies here in the UK, but I won’t be surprised if they make plenty of money by selling their results to betting shops (at a more granular level than what they make public). And given the intense competition among pollsters here in the UK (at least 15 different agencies conducted opinion polls ahead of yesterday’s elections), there is a real incentive for a pollster to get it right – get it wrong and the betting houses might take their business elsewhere.

In case betting wasn’t legal (such as in India), polling agencies wouldn’t be able to legally sell their results to betting houses and punters, and their markets would be limited to media houses. Media houses don’t have that much of a skin in the game in the polls – their profits don’t depend on getting polls right as much as the profits of betting houses. And pollsters would have less incentive to get the polls right.

Now, howzzat?

 

When I missed my moment in the sun

Going through an old piece I’d written for Mint, while conducting research for something I’m planning to write, I realise that I’d come rather close to staking claim as a great election forecaster. As it happened, I just didn’t have the balls to stick my neck out (yes, mixed metaphors and all that) and so I missed the chance to be a hero.

I was writing a piece on election forecasting, and the art of converting vote shares into seat shares, which is tricky business in a first past the post system such as India. I was trying to explain how the number of “corners of contests” can have an impact on what seat share a particular vote share can translate to, and I wrote about Uttar Pradesh.

Quoting from my article:

An opinion poll conducted by CNN-IBN and CSDS whose results were published last week predicted that in Uttar Pradesh, the Bharatiya Janata Party is likely to get 38% of the vote. The survey reported that this will translate to about 41-49 seats for the BJP. What does our model above say?

If you look at the graph for the four-cornered contest closely (figure 4), you will notice that 38% vote share literally falls off the chart. Only once before has a party secured over 30% of the vote in a four-cornered contest (Congress in relatively tiny Haryana in 2004, with 42%) and on that occasion went on to get 90% of the seats (nine out of 10).

Given that this number (38%) falls outside the range we have noticed historically for a four-cornered contest, it makes it unpredictable. What we can say, however, is that if a party can manage to get 38% of the votes in a four-cornered state such as Uttar Pradesh, it will go on to win a lot of seats.

As it turned out, the BJP did win nearly 90% of all seats in the state (71 out of 80 to be precise), stumping most election forecasters. As you can see, I had it all right there, except that I didn’t put it in that many words – I chickened out by saying “a lot of seats”. And so I’m still known as “the guy who writes on election data for Mint” rather than “that great election forecaster”.

Then again, you don’t want to be too visible with the predictions you make, and India’s second largest business newspaper is definitely not an “obscure place”. As I’d written a long time back regarding financial forecasts,

…take your outrageous prediction and outrageous reasons and publish a paper. It should ideally be in a mid-table journal – the top journals will never accept anything this outrageous, and you won’t want too much footage for it also.

In all probability your prediction won’t come true. Remember – it was outrageous. No harm with that. Just burn that journal in your safe (I mean take it out of the safe before you burn it). There is a small chance of your prediction coming true. In all likelihood it wont, but just in case it does, pull that journal out of that safe and call in your journalist friends. You will be the toast of the international press.

So maybe choosing to not take the risk with my forecast was a rational decision after all. Just that it doesn’t appear so in hindsight.

Reasons for voting

A vote is fundamentally a blunt instrument. Each voter has exactly one vote, and this one vote needs to express the voter’s opinion on a large range of issues.

Since you are extremely unlikely to have a unique candidate for every combination of issues, a voter can’t have it all. He must be prepared to compromise on certain issues, in order to get his way on certain other issues.

This is where the voter’s preferences and objectives matter. In the longlist of issues, certain issues matter more to certain people than certain other issues. And voters usually put a “don’t care condition” on their less important issues, so that they can get their way on the more important ones.

So some voters might be okay voting in a racist if he promises to bring them jobs. Other voters might be okay to “sacrifice” cow protection because they believe the reduction in corruption is more important. Some others might be willing to throw minority citizens under the bus if that implies stronger labour protection. And so forth.

If a racist has won the election, it doesn’t mean that all those who voted for him are racist – there are surely racists among his supporter base, but many others voted for him simply because racism is not something they care that deeply about. Similarly, if a religious bigot has won, it doesn’t mean everyone who voted for him was a bigot – all it means is that bigotry was a less important issue for many of these voters.

The problem with a lot of the mainstream media and “commentariat” (in different countries) is that they somehow assume that all voters need to have the same set of preferences and priorities as them. And when that doesn’t happen, and results go against them, they start questioning the morals of their voters. An appreciation of diversity (that different people have different priorities) can help in this matter – assuming that everyone ought to have the same priorities is illiberal.

In this regard, an understanding of what voters’ priorities are is an important tool to frame campaign strategy, which can help politicians determine what areas of their manifestoes to lay more focus on. I had done this kind of an analysis prior to the Maharashtra elections two years ago, for example (based on a painstakingly elaborate survey by Daksh and the Association for Democratic Reforms).

I had taken pairs of communities, and compared them in terms of the order in which they ranked different key issues. The survey I based this on hadn’t asked for the respondents’ views on who they were voting for (that wasn’t the purpose of the survey), if we were to do this kind of preference ranking of voters of different parties, it will soon become evident why the election turned in a certain way.

Finally, the result of an election is usually a result of the issues that were on top of most voters’ priorities. The same parties with the same manifestoes across elections can lead to widely different results, only because the voters’ preferences have changed! It’s time for politicians and the media to chew on that.