Tuesday 13 May 2014

So, Will 272+ Lotuses Bloom?

There has been a rash of exit polls as soon as polling ended on 12 May 2014 in the Great Indian Elections. Barring minor differences, all exit polls have predicted a victory for the NDA, the alliance led by the BJP.

2014 Exit Polls

Agency
BJP+
Congress+
Others
TimesNow
249
148
146
News 24
340
70
133
India Today
261-283
110-120
150-162
India TV
289
101
148
CNN IBN
270-282
92-102
72-82

On the basis of these exit polls, it seems reasonably certain that the lotus, the symbol of the BJP, will sway proudly in the wind for the next five years. With such unanimity, one would expect the final results (to be declared on 16 May) to replicate the results of the exit polls. However, in the absence of any information on the methodology adopted by the exit polls, it is difficult to evaluate them. Right now, the exit polls are like a black box: some data has been fed in and some results have been obtained but we don’t know anything else.

 Can there possibly be a slip at this stage between the proverbial the cup and the lip? It turns out that unanimity in exit polls and being spectacularly wrong has been the norm for the last two general elections in India. See the tables below for the exit polls of 2004 and 2009.
  
2004 exit polls

Agency
BJP+
Congress+
Others
NDTV
 230-250
190-205 
100-120
Aaj Tak
248
190
105
Zee
 249
176
117
Star
263-275
174-186
86-98
Sahara
263-278
171-181
92-102
Outlook
280-29
159-169
89-99
Actual result
189
222
132

2009 exit polls

Agency
BJP+
Congress+
Others
STAR News
197
199
136
CNN
165-185
185-205
165-195
NDTV
 177
216
150
Headlines Today
180
191
172
News X
199
191
152
Times Now
183
198
162
Actual result
159
262
79

In 2004, all pollsters got the victor wrong. Almost all were taken in by the exuberance of the India Shining campaign. The India Shining campaign was a grand urban narrative that did not play out well in rural India.

In 2009, all pollsters got the margin of victory wrong. Did the full roll-out of the Mahatma Gandhi National Rural Employment Guarantee Act (MGNREGA) in 2008 have a role in giving the UPA victory? Once again, was the inflated support for the BJP and its allies more an urban phenomenon?

It is worth reading Praveen Rai (see here) for the problems with Indian opinion and exit polls. Various statistical issues, such as sampling method, sample size, response/non-response errors, measurement errors come into play. There is also a strong urban bias in the coverage of respondents while conducting the exit polls. Equally, it is not clear how the constituencies that make it to the sample are chosen.

Apart from the issues noted by Rai, the problem is compounded in India where most constituencies witness contests between numerous parties. In a two-party situation, the connection between votes polled and seats won is pretty straight forward: the party that gets more than 50% of the vote-share wins the seat. But with more than two parties, vote-shares often do not cross the 50% mark and the seat is won by the party with the highest vote-share. At exactly what vote-share percentage does a party win the seat is not easily predictable. Given that exit polls only collect data on votes cast by the voter, all that they can possibly get is an estimate of the vote-share for a party. From this vote-share to estimate to seats won is a complicated process: the functional relation between the two is not clearly understood. Errors are likely to be substantial. This is where the danger of exit polls lies.

In the last two elections, exit polls have, both, underestimated the performance of the challenger (UPA in 2004) and overestimated it (NDA in 2009). Will it be any different this time? All will be revealed on 16 May. Till then, perhaps, it might be a good idea to keep the champagne in the fridge. In the meantime, NDA and its supporters should make do with the brew – tea – that their prime ministerial nominee reportedly sold in his childhood. 


2 comments:

  1. wonderful analysis...
    and they got it wrong again.. if not the victor.. but surely the margin of victory..

    ReplyDelete
    Replies
    1. Thanks, Vizz. But at least the exit polls got the direction right this time!

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