Showing posts with label india 2019. Show all posts
Showing posts with label india 2019. Show all posts

Thursday, May 23, 2019

Modi's Second And Bigger Victory






No matter which way you look at it, it is just plain remarkable. Modi has managed to take his tally to almost 350. I have a feeling, by 2024, that tally might inch towards 400. The Congress Party needed a sympathy wave in 1984 to be in that 400 range. Modi is depending on his work, his organization, the electorate's intelligence.

India 2019: Looks Like A TsuNAMO

The terror attack in Kashmir and the Indian response to go deep inside Pakistani territory to wipe out a camp of terrorists sure played a role. That created a sympathy wave. But that was the icing on the cake. This dude has been doing the work.

He is a risktaker. 2014-2019 was the hard part. The next phase is not necessarily easier. But I would argue it is relatively easier. He does not need to give the Indian economy another shock therapy like demonetization.

Modi is an excellent communicator. He has a full agenda. I think he would be smart to co-opt Rahul Gandhi's Universal Basic Income idea for the bottom 20% and make his own. It is a sound idea. Automation will only accelerate. That has to be allowed. The productivity gains have to pay in the form of Value Added Tax. And that VAT has to fund the UBI.

Indira Gandhi nationalized the banks. Indian banks are state-owned. In that way India is China. But when you have as much corruption as there has been in India, and for such a long time, you end up with a huge pileup of non-performing loans, which drags down the economy's prospects. Some clean-up has been done. Much more remains to be done. Funneling credit to the small and medium enterprises, and the mom and pop stores, that are the dynamo of the economy is where job creation is. That has to be a top priority.

Sometime in the next few years, Modi has to take India to double-digit growth rates. That is the only way it can someday catch up to China. China growing at 5-6% and India growing at 10-11% is how. At this stage, 5-6% is excellent for China. But India can only truly reap its demographic dividend by growing at double-digit growth rates.

India is such a vast and diverse country. And it is a vibrant democracy. Everybody has an opinion. When Indians go grocery shopping, they haggle. It is free speech in action. To take major steps of reform while also dancing to the tunes of the electoral rhythms is a challenge. Modi is excellent at it. He is gifted. He is hard working. (The guy does not sleep.)

Overall I am optimistic that Modi will keep delivering. But the political path is bound to be full of surprises.

Adjusted for Purchasing Power Parity (PPP), India is projected to have become a larger economy than the US by 2030. It is befitting that that happens on Modi's watch. That is the projection. Modi has the option to accelerate it. The projection puts India at number two, and China at number one.

Chandrababu Naidu's move a few years ago to walk out of the NDA, in hindsight, looks like was a bad move. He has been wiped out, in his own state, and at the national level. One worries for the city of Amaravati.

West Bengal will fall. It will fall into the BJP's lap. That is the trend.

Modi basically repeated his 2014 performance in the Hindi heartland. That is quite a statement.

The BJP is the largest political party in the world.








Make in India should be aligned with a revamped Foreign Trade Policy to capture export market share amid ongoing dislocations in production base on the back of geopolitical uncertainty like trade wars and Brexit

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Wednesday, May 22, 2019

India 2019: Looks Like A TsuNAMO

90 minutes into the vote counting, and it is beginning to look like a massive victory for Narendra Modi. If he pulls a hattrick and wins again in 2024, he joins the rank of the Congress Party's Nehru. This is happening after a long time in India that a party with a majority is winning another five-year term. He should be able to give India double-digit growth rates before he goes to the people again in 2024.





3:30 AM EST Update



My Projection Puts Modi At 300-350

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Sunday, May 19, 2019

India 2019: Exit Polls



Most exit polls show Modi coming back as Prime Minister.



Modi Expects More Than 300 Seats
My Projection Puts Modi At 300-350

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Friday, May 17, 2019

Modi Expects More Than 300 Seats



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India 2019: The Final Lap

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Thursday, May 16, 2019

India 2019: Congress Not Wanting PM Position Is A Game Changer

"Central Role" For Rahul Gandhi In Forming New Government: Tejashwi Yadav
Rahul Gandhi's Hands-On Solution After Helicopter Glitch In Himachal
Congress not averse to supporting regional party leader for PM post: Ghulam Nabi Azad
TRS not averse to go with Congress, if PM is regional
Lok Sabha Elections 2019: PM Modi Is "Losing And Is Desperate", Says Congress Leader Salman Khurshid He said, "He is changing course because he is desperate. He knows he is losing and he is desperate. You just compare the last campaign with this campaign. He was in control of that campaign but he is not in control of this campaign."
Lok Sabha Elections 2019 Highlights: Sonia Gandhi Writes To Party Leaders For May 23 Opposition Meet

The Congress declaring it does not necessarily want a PM from the Congress party is a game changer. That vastly expands the possibilities of UPA-4. It will become harder for the BJP to pull in a few more parties even if it is near something like 250. Some current members of the NDA like Nitish Kumar and Ram Vilas Paswan might desert the NDA if push comes to shove.

But the Congress supporting from the outside drama should not be enacted. Whoever comes to power should give a full five-year term. PM or no PM the Congress must participate in the government.

Step one has to be to form the coalition, UPA-4. This is a new, expanded coalition. Then those aspiring for leadership should come forward, and the pool of MPs should vote, in two rounds if necessary. That would be the most stable way to do it. Backroom consensus building is b.s. And each party's strength would get reflected in the cabinet. So the Congress would get the largest number of ministers.

I would think Rahul Gandhi would be most suitable for Convenor of the coalition, and the best person to serve as PM would be Chandrababu Naidu, who just so happens to be the most senior politician in the country.

This move by Congress is not necessarily magnanimous. No matter what happens, the Congress by itself will be much smaller than all the smaller parties combined. This is just respecting arithmetic. This is basic democracy.


Convenor of UPA-4: Rahul Gandhi
Prime Minister: Chandrababu Naidu
Defense Minister: Mayawati
Telecommunications Minister: Akhilesh Yadav

Naidu because he could give India double-digit growth rates.

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This Turn By Nitish Is Meaningful



This turn by Nitish Kumar is meaningful. He has not said anything new, but his party's declaration that Bihar, Andhra Pradesh and Orissa qualify for a Special Category status by the center is meaningful. There are rumors the BJP is getting less than a majority in Uttar Pradesh and Bihar. If that ends up being true, that will be a sure indication the BJP might not come back to power. If those three states gang up and say we will support whoever gives us Special Category status, that would be a game changer. Because that would torpedo the BJP's chances of forming a government even if they are near 250.

Nitish surely is not worried about Bihar. The RJD would be glad to step in should the BJP walk out.

If this is the thought process then that might be an early indication that as Nitish Kumar sees it, the BJP is not getting the majority of seats in UP and Bihar. It has long been said in Indian politics that there never has been an instance when a party lost UP and still formed the government in Delhi.

If the BJP-led NDA is closer to something like 230, it is possible an expanded NDA might demand a non-BJP PM.

Declare Nitish Kumar as PM face, demands JD(U) lawmaker
Nitish Kumar Has Written His Own Sad Twist To His Tale
In Bihar, Nitish Kumar's Party Catalyst For Win: Prannoy Roy's Analysis

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Wednesday, May 15, 2019

India 2019: May 23 Looks Mysterious

Nobody really seems to know what is going to happen. Of course, the political parties will say they will get a thumping majority. Both the BJP and the Congress are going to say that. It is in their self-interest to say that. Also, it is in the interest of the TV stations to make you feel like this is going to be a nailbiter, a really close election. It is because they want you to watch TV. If one or the other party is the clear winner, why bother following the news on TV, right? Pollsters are notoriously off the mark in India. They can't reach people they need to talk to. Those they talk to deliberately throw them off balance. Those who get polled mostly say what they think the interviewer wants to hear. In India, your average citizen is also a politician like that.

Which is kind of cool, though. You just have to wait and see what it is going to be on May 23. That works.



The predictions basically revolve around Modi, though. If he does better than last time, of course, he will get five more years. If he fares worse but still gets a majority, of course, he will get to continue. If the NDA he leads ends up in the 250 zone, about 23 less than needed, Amit Shah might be able to pull a rabbit out of the hat. He could add a few more parties to the support base. Maybe 240 is also doable. But as soon as that number dips towards 200, people start seeing a new Prime Minister. That is the sum of the predictions that I have seen.

Indian federal elections are to democracy what World Cup Soccer is to the world of sports. It is the biggest show on earth. And it is quite fascinating.

Modi's Escape Hatch: Orissa, Telangana, Tamilnadu
The Modi Suspense
India 2019: A Fractured Mandate?
My Projection Puts Modi At 300-350
Modi And Rahul
Could Arithmetic Force Modi And Rahul To Team Up?
India 2019: The Scenario Of A Federal Front Lead
Modi Expecting A Larger Victory Than 2014
India 2019: The Suspense
India 2019: Some Projections
The Indian Election: Hard To Predict
Modi Interview In Varanasi
Amit Shah: Master Strategist
Excellent Non-Political Interview Of Modi By Akshay Kumar
Modispeak
Imran Khan Could Bring Peace

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Modi's Escape Hatch: Orissa, Telangana, Tamilnadu

Should Modi fall short by a small margin, say he ends up with something like 230 seats and needs about 40 additional seats, he might be able to rope in the regional parties in Orissa, Telangana, and Tamilnadu, none of whom have shown much love for the Congress-led alliance.

But if the BJP-led NDA is closer to 200, then that will be read as a mandate against the Modi government, and then the BJP might be forced to sit in the opposition, likely leading to this being the final time Modi is Prime Minister. 2024 might throw up someone else like Gadkari as the BJP candidate for Prime Minister.



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Tuesday, May 14, 2019

The Modi Suspense

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Monday, May 13, 2019

India 2019: A Fractured Mandate?



the BJP may end up winning 190-210 seats, and the NDA in its current form bagging 220-240 seats....... “This may mean the NDA will have to sign up at least four large regional parties in post-poll alliance to form the government,” the brokerage said. ...... There is a big question mark on what happens to UP ....... “Depending on whom you speak to, you get a range between 20 and 60 seats for the BJP. It really is not very clear.” ...... BJP political party workers on the ground say the Mayawati-led Bahujan Samaj Party (BSP) joining the BJP in a post-poll alliance cannot be ruled out. ...... the BJP has proven to be more adept in making new alliances and keeping old ones, compared with the Congress. ....... despite not being officially part of the UPA, a number of strong regional parties seem ideologically committed towards a non-BJP election outcome


N. Chandrababu Naidu: The maker of tomorrowland Naidu is looking to transform Andhra Pradesh from an agrarian to a tech-driven economy. ...... chief minister of united Andhra Pradesh from 1995 to 2004 was the catalyst that made Hyderabad the wonder that it is today, still clocks 16 hours at work. ...... In 2000, Time magazine named Naidu South Asian of the Year for turning Hyderabad, which it described as “an impoverished, rural backwater place”, into “India’s new information-technology hub”. ...... Amaravati, the capital city of the new state, is being built from scratch on the southern banks of the Krishna river ...... He believes Andhra Pradesh can become the No. 1 state by 2029 in every economic parameter ...... in the past five years his state has achieved an average GDP growth rate of 10.52% ...... Naidu’s vision is to convert a largely agrarian state into a future-focussed, technology driven economy in tune with the needs of the 21st century. ....... he is talking specifically about big data, which lies at the heart of governance in the state. “If one has the right historical and current data, one can predict and execute things much better for individuals and the community because outcomes will be closer to expectations,’’ he says. ...... Real Time Governance Society monitoring centre housed in building No. 1 of the government secretariat in Amaravati. The monitoring centre is straight out of a Hollywood sci-fi film. On one side are giant screens, or dashboards, with constantly flashing images, videos, and data monitored by a few dozen people. These dashboards provide real-time data on the status of government welfare schemes and important government projects; road traffic; deaths, marriages and births in households; first information reports filed at various police stations; and even files signed by officials and ministers. Similar centres are present across the state. ......... “We have linked all the 240 government schemes across 30 departments and created 560,000 combinations, which help us resolve issues and grievances of people on a real-time basis. It is our way of breaking down the silos of various departments and bringing everyone together on the basis of data” ....... On March 1 the government had full data on its 44.9 million citizens across 123 parameters; it had 2,000 video cameras tracking vehicles and traffic violations, 2,000 government officials conversing with 3 million people in the state to solve their grievances and issues. Babu says the government has got 18 million complaints over the past four years. .......... the tech-savvy Naidu ...... Naidu wants the 217 sq. km. Amaravati to set the standards for smart cities in India—a truly global city that will draw top global firms to set up base there. Roads and water supply will be like in Amsterdam; power supply as in Germany and the U.S.; and the “green-blue” city—called so for the 51% green cover and 10% water bodies it will boast—will have storm water management matching that in the U.K. and Malaysia. ........ To overcome the challenge of land acquisition for building Amaravati, the state went in for land pooling. Farmers who gave up their land were offered a 10-year annuity package. “We have made farmers shareholders in the development process in the new capital, without evicting them from their habitations,” says Naidu. The annuity amount will not only increase 10% every year, but farmers will also get back a part—nearly one-third—of the developed land, which they can sell in the next 10 years.......Within two-and-a-half years, land which was selling at ₹10 lakh an acre has begun to fetch ₹2 crore. “So if the farmer decides to sell the developed plot, he can make a lot of money...... “Today 20% to 30% of all mobile phones are being manufactured in AP, I want it to go up to 50% to 60%,” says Naidu. Reliance Industries has announced an electronics park for making mobiles and televisions in Tirupati; electronics manufacturers Foxconn, and TCL Corporation, too, have plans to invest there....... Further south from the banks of the Krishna river are 13 urban plazas, signifying the 13 districts in the state. Means of transport in the city will run on electricity. There will be water-taxis, dedicated tracks for cyclists and well-shaded pavements, encouraging people to walk. The green pockets in the city are modelled on New York’s Central Park and Lutyens’ Delhi....... Amaravati is expected to be built by 2025 and the AP Capital Region, which comprises parts of Guntur, Vijayawada, and Tenali, by 2028.



Chandrababu Naidu Claims Modi Won't Become PM, Asserts Four Surveys Reveal TDP Victory predicted that Modi will never become Prime Minister again ..... He added that a Congress-led coalition is to form the government in the centre.



Mamata Banerjee will play key role, says Chandrababu Naidu On Ms. Banerjee’s request, Mr. Naidu addressed the crowd in Telugu to loud cheers. ...... Kharagpur, which houses the oldest IIT in the country and serves as important hub of South Eastern Railways, has a Telugu population of about 30% 




In a scenario where the BJP-led NDA ends up with 220-230 seats, the Congress-led UPA hovers around 140-150 seats, and the rest of the parties collectively bag about 270-280 seats, it might make sense for that Federal Front to get the pick for Prime Minister, and in that crowd Chandrababu Naidu might be the most capable candidate. That he is not in the running makes it even more attractive. A Federal Front with outside support from the Congress-led UPA might be stable enough.

There seems to be a growing chorus that these are the kinds of numbers India might be looking at. The truth is nobody knows.

Naidu Prime Minister, Mayawati Defense Minister.

In case there is a fractured mandate, many member parties of the NDA and the UPA might ditch those alliances.

But should the NDA end up with something like 230, it will be in a fairly good position to make a mad dash for a few big regional parties like Naveen Patnayak in Orissa, perhaps even Mayawati. Maybe Mayawati wants to become Deputy Prime Minister. Heck, it might even rope in a once NDA partner Chandrababu Naidu, who is focused on staying Chief Minister.





Should the BJP-led NDA end up with something like 220, that would create a scenario where some non-BJP person could rise to the helm. And the best way to elect that person is to follow the simple democratic process. All the MPs would form a pool. And that pool of MPs would engage in two rounds of votes. The highest two vote-getters would go into a second round. And the one who garners a majority of votes would naturally be the leader. That person could be from a party with only 20 MPs. Why not?

The most qualified person would be Naidu. Somebody like Rahul Gandhi would be best as Convenor of the coalition: UPA-4. On this side of the aisle, Naidu is best positioned to give India a double-digit growth rate.








Chandrababu Naidu Reinforces Opposition Unity With Meets in Bengal, Delhi
Opposition meeting likely to be held by Chandrababu Naidu and Rahul Gandhi on May 21

Hypothetical Scenario
Election Results
BJP-led NDA: 220
Congress-led UPA: 140
Non-BJP, non-Congress: 185

The last two come together to form UPA-4. Pool of MPs: 325.

Election for Parliamentary Leader:
First round of votes: Rahul Gandhi: 140 votes, Chandrababu Naidu: 185 votes.
Rahul Gandhi: Convenor of UPA-4
Chandrababu Naidu: Prime Minister of India



Rahul Gandhi and Mamata Banerjee can not see eye to eye. But Naidu can talk to both.



The problem is in the process. Instead of a few leaders saying we will sit together and decide, the steps have to be (1) form the coalition, (2) pool together all MPs of the coalition, and (3) organize an election for parliamentary leader for the coalition with every MP in the pool voting.

Chandrababu Naidu interview: Tried my best to connect Telangana and AP
KCR succeeds where Chandrababu Naidu failed
N Chandrababu Naidu fumes at TD leaders for skipping meets
TDP tech advisor is whistle-blower, not thief: Chandrababu Naidu hits back at EC's charge
Kingmaker sweepstakes: Naidu outfoxes KCR Praising the Trinamool Congress (TMC) chief as a “Bengal tigress”, Naidu claimed she “would act as a kingmaker in the formation of the next government” at the Centre. The Telugu Desam Party (TDP) chief also announced a meeting of 22 Opposition parties in Delhi, likely on May 23 to discuss government formation....... midway through the Lok Sabha elections and amidst speculation of BJP not faring as well at the hustings, KCR started distancing from it while trying to cosy up to regional, secular parties.
Jagan’s padayatra to connect with the people and the TDP government’s struggle to implement farm loan waivers are reminiscent of the 2004 political scenario.
‘Chandrababu Naidu may merge TDP with Congress’
‘Country will get a new PM, under Mamata Banerjee’s leadership’ says Chandrababu Naidu
Will Naidu merge TDP with Congress?
Afraid, nervous Modi speaks his mother tongue: Hatred
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