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Monday, April 28, 2014

The Political version of 2 States - My take on on Andhra Politics

The state which used to have largest number of seats in Lok Sabha from among the Southern State has several reputations to its credit. In the past it used to defy national waves (like the Janta wave of 1977 and   Rajiv wave of 1984) yet over the last two decades it has acquired a reputation of being a bell-weather state. In 1999, 2004 and 2009 it played a big part in boosting the numbers of the ruling coalition in New Delhi and provided it with a bit of stability. Had it not been for AP (along with Tamil Nadu), Congress’s efforts of coming back to power may not have succeeded in 2004. So it is natural that all political coalition would look towards this state with some kind of hope. Still from 2009 a lot has changed for this state. Its clout is going to be reduced after it gets divided in two states from June 2, 2014 onwards. Though the official declaration of partition is yet to take place, the division on the ground is much clearer. The bitterness of division is so acrid that significant players in one part of state are reduced to margins in the other part. So it will be futile to analyze the two potential states as one political entity. So let us have a look at state of political affairs in these states separately.

Telengana

Telangana with 17 seats to its kitty is one region where the Congress’s game plan for elections may be bearing the expected kind of results. When the Congress high command realized the mess created by post-YSR leaders in Andhra they knew that they stand very little chance to counter the threats posed by YSR Congress and TDP in United Andhra. Thus they adopted a ploy to divide and rule. The expectation of the Congress party was to sweep all 17 seats in the region after the proposed merger of KCR-led TRS in Congress. Yet it did not happen. KCR is a maverick and he knew that in Congress he will never be able to call the shots. So he tried to keep his identity and asked for an alliance. Congress did not concede to this demand as they knew that KCR is a political drifter and may swing to other side at only a slight chance of advantage. So it opted for a gamble and is contesting alone. Many see this as an ill calculated move.  Yet my senses say that might not be the case. TRS may have been at the forefront of the agitation in Telangana yet people in the region know that it had not been possible for them to gain statehood if the Congress president had not put the weight behind this decision. They know that this is creating a uncomfortable situation for Congress in Seemandhra where it is being routed. This is creating some sort of sympathy undercurrent for Congress which is not translating into a wave only due to poor governance of UPA in Delhi. Yet Congress may have an upper hand in this region. Historically parties leading a partition movement have not been able to gain politically after the creation of the state. JMM in Jharkhand and UKD in Uttaranchal are examples of this phenomenon. JMM has been able to keep itself afloat only due to fact that it is the main tribal based party in the region otherwise it too may have been decimated like UKD. TRS’s own political record is not good. It does not have a political organization to convert the momentum into seats. Opinion polls are giving it 7 to 9 seats but I doubt that they will fare so well, especially in the parliamentary polls. Congress with a well-oiled election machinery and gamut of experienced leaders fighting on its ticket may beat TRS in several seats. Since in most of the seats it is a direct fight between TRS and Congress the financial might of later may pull the balance in its favour. The most recent decision to give reservations to minority community may give Congress the much needed additional strength in an election where the Muslim votes are already clutching the Hand in a big way. Only in Hyderabad it can result in some sort of polarization which can bring back BJP-TDP alliance in contention. It can also have some polarizing effect on couple of other seats. So in the end BJP-TDP alliance may not be a player in more than 3 to 4 seats any should consider itself lucky if it can grab  any seat(s).    

So the predictions for Telangana is –
Congress – 10 to 12 seats TRS – 4 to 6 seats, BJP-TDP – 1 to 2 seats, MIM 0-1 seat.

Seemandhra

The YSR Congress’s debut test
While Congress can only hope to reap the political harvest of AP’s division in Telangana, the negative consequences of the same is clear for it in Seemandhra where its entire political vote bank has been usurped by YSR Congress and a substantial part of its leadership has joined TDP. The rest is only expecting the tide over the bad waves and live another day to fight. Gaining even one seat in the state will be a miracle for Congress even after the Muslim gambit. So who will be the real beneficiary of Congress’s rout in the state? Most of the polls initially said it is Jagan Mohan Reddy’s outfit YSR Congress. Yet many of them have rectified their position and now say that the fight is even between the BJP-TDP alliance and the YSR Congress. So what has changed in the recent days? Actually nothing but the way we interpret the political situation in the state. The buzz around YSR Congress is due to fact that it is now a single torch-bearer of the Reddy clan who has been ruling the Andhra politics for years. They have been the real beneficiary from the exploitation of Telangana landmass and its population. Now they fear loss of political as well as economical benefits. That is why they are united behind YSR’s son. Just like the Modi wave in the UP and Bihar is looking strong because the Upper caste are putting their weight behind it, the YSR Congress is being projected as a leader in Seemandhra. But in reality both of them have big challenges before them.
To start with Congress’s victory in Andhra in 2009 under YSR’s leadership was more due to his poltical foresight rather than his popularity in the state. There was a massive 7% swing against Congress as compared to 2004 in the parliamentary polls of 2009. But most of it was captured by Chiranjeevi’s PRP which got more than 1,50,000 votes in around 10 constituencies. The Kapu vote, which was agitating against the Reddy domination, was skillfully stopped to align with Kamma vote of TDP and it severely dented the chances of Chandra Babu Nadu’s chances of reclaiming the political space in the state. Again since TDP has never been a finance rich party its inability to counter Congress’s money power was also a big factor in its total defeat. This time the situation has changed. Chiranjeevi’s party is no longer a player and since he realizes that Congress has no chance to counter Jagan in Seemanadhra he has played another card by floating Jan Sena under the leadership of his brother Pawan Kalyan. Since Jan Sena is not contesting elections this time the Kapu vote is going to TDP-BJP alliance en block. Even the Dalits – Malas and Madigas- are not too happy with the Reddy domination and at least in Rayalseema they may back TDP-BJP. This makes YSR Congress unsteady in Rayalseema while they retain the front running position in Coastal Andhra. What is also benefitting YSR Congress is that Jagan still has a sizable amount of wealth at his disposal and among all regional parties (barring probably SP) his coffers are fuller. Since the Modi factor is not big in Seemandhra money can be a prime motivator for many to vote. Jagan – due to demise of his father – is also not carrying any political baggage and the charges of corruption against him – due to the fact that they were slapped on him only after he parted ways with Congress – is not becoming an issue, particularly among the Reddy dominated area.

So for whom Seemandhra will root for?
Having said all that recently there has been a realization that the bifurcation of the state is a done deal and now there is no benefit in opposing it. Jagan’s only achievement thus far has been his whole hearted opposition to division. But is it enough to give him the chair? The cases against Jagan are serious – even though politically motivated. Any leader worth his salt in Delhi can easily manipulate him using CBI as a tool. Even is the YSR Congress gets a majority Jagan may not be able to become CM because the court can cancel his bail any moment. So is Seemandhra prepared to see a Rabri moment where either Jagan Mohan’s mother or sister can be asked to rule as procy? I doubt that it is. Even Jagan has realized that he can not afford to offend any ruler in Delhi and that is why he is being soft on Modi and BJP. This has made the situation of Muslims in Seemandhra quite perplexing. Even though they are just about 8 to 9 percent of the total population yet they can play a big role in constituencies where the Reddy support is not enough for Jagan to win. But now they look flummoxed. They do not have the option to vote for Congress as it is not a player in the state. Still there is more chance of Jagan going with a Third Front-led, UPA supported government. So they may vouch for him. Still I expect that voting in Muslim dominated areas in Seemandhra is going to be low and this will further help TDP-BJP.

So what is the final word from Seemnadhra
It is a bit tough to predict. We may not see a wave yet but last few elections in Andhra have been lopsided one. Any coalition can easily get 20 out of 25 Seemandhra seats if it plays its cards well. Still I will say it is advantage TDP-BJP at this point of time. Yet if a simple prediction is to be made I will say TDP-BJP 12-16, YSR Congress – 10-14, with both sides having a chance to sweep the stakes.    

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