Archive for May, 2020

Public opinion in May 2020

May 28, 2020

I haven’t written much about the state of public opinion in Taiwan since the January election. It is hard to believe that only a year and a half ago, people were writing President Tsai Ing-wen off as a failed president. They weren’t just making things up; her polls were terrible and the DPP suffered a massive defeat in the November 2018 elections. However, over the course of 2019 she pulled off a stunning reversal of fortune. Last year in September, I wrote a post about six astonishing months. However, September 2019 was not her peak. The poll numbers for both her and her party actually got better in November and December, and she led her party to a decisive victory in January.

Let’s flash back to January 2012 for a moment. After four years of low polling numbers and weak – though hardly disastrous – midterm elections, Ma pulled everything back together and won another term. In retrospect, he had a fantastic campaign. His polling numbers peaked almost precisely in January 2012, when the KMT party ID briefly spiked up into the forties and his satisfaction briefly topped his dissatisfaction. However, almost immediately after election day, Ma’s numbers started plunging. I don’t have the exact figures at hand, but if I recall correctly, by his second inauguration in May his satisfaction ratings were already down in the twenties and they never got much higher for the rest of his presidency. It was certainly plausible that Tsai would have a similar experience. However, that is not how things have unfolded thus far.

The Covid-19 pandemic has dominated world news for the past four months, and Taiwan’s response has been far and away the best in the world. Of the wealthy countries that have the state capacity to document the extent of the virus, Taiwan has had the fewest cases. Only Taiwan and a few other countries have managed to avoid an economically devasting social lockdown. Of those, South Korea and Japan have had far more cases and deaths. Even New Zealand, which might have the second-best response in the world, has had to lock down for a while. People might argue that Taiwan has the advantage of being an island with only a few ports of entry. That certainly does make containment easier. However, South Korea, Japan, Australia, New Zealand, Sri Lanka, Madagascar, and a few other places (arguably Singapore) are also islands or effectively islands, and none of them have managed things quite as well as Taiwan. Taiwan’s economy has stayed open, the schools were only delayed for a couple weeks after the winter break, and life has continued more or less normally here. We all have TVs and can see that this is not how the rest of the world has experienced the pandemic. Taiwan has done better, and it should not be surprising that public evaluations of the DPP government are extremely positive. People like good governance.

 

I am going to look at a few polls from the MyFormosa website. As I have written before, these polls are supervised by Tai Li-an 戴立安, one of the most senior and well-respected public pollsters in the country. The MyFormosa polls historically tend to produce slightly better results for the DPP than some other polls, but it isn’t a very large partisan bias. More importantly, they publish a poll every month with the same questions and the same sampling and interviewing methodology so that we can track changes over time. They did not publish a poll at the end of January; I guess they were worn out from the election and needed a break. Conveniently, this gap helps us visually mark the pre-election and post-election periods.

 

Let’s start with evaluations of President Tsai. MyFormosa asks both whether respondents trust her and whether they are satisfied with her overall performance as president. For the moment, let’s focus on satisfaction. The story of most of Tsai’s first term was her dismal satisfaction ratings. In December 2018, she was nearly 50 points underwater. This led to the KMT election landslide, predictions of her political burial, and a primary challenge for the presidential nomination. However, November and December 2018 were the low point, and her numbers slowly improved. By November and December 2019, the last two polls before the presidential election, she was roughly 10 points above water. As dramatic as that reversal was, there was still more to come. In the last three months, her approval rating has been a nearly unfathomable 70%, 40-45 points higher than her dissatisfaction numbers. The Taiwanese population has historically been pretty stingy with approval ratings for presidents; I don’t think we have ever seen these sorts of numbers for this length of time. Of course, this can’t possibly be sustainable; her satisfaction ratings have to come down. Taiwan has highly developed partisan politics, and eventually those long-term ingrained political preferences will reassert themselves.

What about trust in Tsai? The responses to satisfaction and trust are very similar, and in the past I’ve just used one or the other. However, there is a little difference. Back when Tsai’s numbers were dismal, she always did a bit better in trust than satisfaction. For example in February 2019 she was 38 points underwater in satisfaction but only 28 points underwater in trust. That is, there was a group of people who weren’t satisfied with her performance but still trusted her to do the right thing. This was probably the easiest group of voters to win back during the 2019 campaign. At any rate, now that she is doing well, the gap between satisfaction and trust has almost disappeared. The people who aren’t on board now are really not on board. That last 25% is probably never going to express any sort of positive opinion toward her.

MyFormosa also asks about satisfaction for the premier, but it’s pretty much the same story so I won’t tell it again. Premier Su is pretty popular these days.

A more interesting question is how people feel about the economy. MyFormosa asks whether they have a positive or a negative evaluation toward the overall domestic economy. This month, 68.2% gave a negative evaluation and only 28.5% gave a positive evaluation. That sounds pretty pessimistic. However, you have to remember two things. One, the world economy is objectively terrible right now, and Taiwan is highly integrated into the world economy. Two, as I keep saying, the Taiwanese public is historically pretty stingy in giving out good evaluations. A look back at the previous year show that the current evaluation is the worst since about last August. Think about that. The United States is talking about the worst economic crisis since the Great Depression 90 years ago. In Taiwan, it’s not even the worst people have felt in the last calendar year. In fact, if you look at the February and March 2020 results, when the pandemic was still mostly confined to China, people here were relatively optimistic. Taiwan has been active in trying to find economic opportunities, such as filling orders that shuttered Chinese factories could not and encouraging the movement of supply chains out of China. The numbers got quite a bit more pessimistic in April, when the American and European economies came under attack. Still, because the economy is open, we get a fair share of good domestic economic news to go along with the horrible international economic news. In this global environment, I’d have to say that the public’s economic evaluations are actually quite sunny.

 

This is a blog about elections, so I ultimately care about how public opinion refracts back on politics. We are over two years from the next general election, so at this stage I care about the deeper, long-term orientations. What I really want to know right now is whether these four months have affected national identity. After all, Taiwan has spent much of the last few months insisting that it is not China while having the rest of the world clumsily step on that painful nerve. I would not be surprised if the percentage of people saying they are Taiwanese and NOT Chinese has risen. However, MyFormosa does not ask the Taiwanese/Chinese question, and I haven’t seen results on this anywhere else. I guess we’ll have to wait until late June for the March TEDS results or, better yet, until late September for the June survey. I always tell people that if you can only have one number about Taiwanese politics, you should ask for the percentage of people who self-identify as exclusively Taiwanese. Unfortunately, we just don’t have that number right now.

What the MyFormosa data can tell us something about is how the parties are doing in the period since the election. The short answer is that the DPP is doing a little better and the KMT is doing quite a bit worse.

Here is the chart for party ID. In the post-election period, the line for the DPP is up slightly from the pre-election period. (In my mind, I’m comparing the four post-election data points with the last four or five pre-election data points.) The line for “other green” is also slightly higher. [note: MyFormosa always includes categories called “other blue camp” and “other green camp.” I’m not quite sure how they ask this, but those two responses always get quite a few respondents.] The most dramatic difference, however, is for the opposition. The KMT line is markedly lower after the election. More surprisingly, the “other blue” category is also lower. One might have thought that dissatisfied KMT supporters would stay somewhere in the blue camp, but that isn’t what has happened.

I don’t have much to say about the three smaller parties. There doesn’t seem to be any clear change for them.

You can see the patterns for the big parties more clearly by just looking at the aggregation of party support into camps. When the green camp hit the low 40s just before the election, I thought that it had to be an anomaly. They’ve never had that kind of support, and, anyway, it couldn’t possibly last. Six months later, that number is still in the low 40s. Color me surprised. However, the bigger change is in the blue camp, which these data say is in an absolute crisis. Under Han Kuo-yu’s leadership, the KMT hemorrhaged support all through 2019. Who knew that it could get quite a bit worse? In the last poll before the election, the green camp lead over the blue camp was 17.4%. Tsai beat Han by 18.5% and the blue camp (Han plus Soong) by 14.3%. In the May poll, the green camp lead is 26.0%. How much would she win by today? How big would the DPP’s legislative majority be today?

MyFormosa groups respondents into nine categories depending on how they feel about the two big parties. There are three pro-DPP categories, three pro-KMT categories, and three neutral categories. You can see the same partisan trends here, with the green groups at the top dominating about the same proportion of the population since last November, and the three blue categories at the bottom compromising a pathetically small portion of the chart.

One of the interesting things about this table concerns two of the neutral categories. Group 4 includes respondents who like both parties, which Group 6 includes people who dislike both parties. A year ago, angry Group 6 was much larger than amiable Group 4. Now, they are about the same size. If you read my blog last year, you might remember that Ko Wen-je dominated Group 6. Han Kuo-yu did pretty well among Group 6 in the early 2019 polls, but they increasingly rejected him as the year went on. I suspect Group 6 is one of the primary engines fueling the 2018 populist wave, and I’m happy to see it shrinking a bit. I hope this is a result of witnessing good governance.

 

I saved what might be the scariest chart for the KMT until last. So far, the picture has been that people think the DPP government has done a good job, but that really hasn’t paid off in clearly higher partisan support. The DPP’s relative position has improved because the KMT has suffered a loss in support.

MyFormosa asks respondents how they feel about the two big parties, whether they have good feelings 好感 or bad feelings 反感 about them. Since the election, the KMT’s chart has gotten a bit worse. More respondents have bad feelings than good feelings, and the gap grew from about 30 points before the election to 38 points in March (though it has narrowed again in May).

The chart for the DPP is more dramatic. Before the election, good feelings toward the DPP outweighed bad feelings by about 6 points. In February, that gap exploded to 29 points. Even after narrowing in May, it is still 22 points. The good feelings have increased, but the bad feelings have decreased by even more. In other words, four months of good governance seem to have taken some of the vitriol toward the DPP out of the system. Think about the people who don’t support the DPP and will probably never vote for it. Fewer and fewer of those people are expressing outright bad feelings about the party. The DPP’s support rate might not have noticeably increased over the past few months, but this sort of emotional shift – the lack of poison in people’s guts – could slowly yield dividends over the long term.

 

 

Han recall, four weeks out

May 12, 2020

A little less that four weeks before the Kaohsiung mayoral recall vote, it isn’t looking really great for Mayor Han.

Remember, two conditions are necessary for the recall to succeed. Yes votes must outnumber no votes, and yes votes must be at least 25% of the eligible voters. The overall turnout rate does not matter.

There is a moderate amount of polling from pollsters of varying quality. However, the results are startlingly consistent. The wonderful Wikipedia editors have collected five polls since the beginning of February.

pollster date turnout yes no Turnout + yes
Apple May 8 47.7 51.3 33.0 37.3
INA May 5 47.5 55.1 32.0 36.0
NPP Apr 20 43.7 52.1 35.2 33.2
TBT Mar 20 51.2 59.5 34.5 39.5
TVBS Feb 7 44 53 32 34.8

All of them show that around 45-50% of respondents say they will vote. By about a 5 to 3 margin, people saying they will vote yes outnumber people who say they will vote no. There are some undecided voters, but with such a large margin of yes over no, it seems pretty unlikely that Han can defeat the turnout by mobilizing all his supporters to vote no.

If the first condition is likely to be satisfied, that means that Han’s best chance is for the yes votes to fall below 25% of eligible voters. These polls all show votes for the recall in the mid to high 30s, well above that threshold.

Of course, survey respondents always tell pollsters that they will turn out to vote. If memory serves me correctly, in the recent presidential election, in most polls somewhere around 90% of respondents claimed that they planned to vote. In fact, turnout was just under 75%. However, I think that turnout near 50% is not an unreasonable expectation. Lots of by-elections for legislators or even township mayors get 40% turnout, so it doesn’t seem unlikely at all that you would get 50% turnout for such a high-profile recall as this. There two reasons for this. One is that higher offices produce higher turnout. Direct municipalities are springboards to the presidency. All things equal, we should expect more interest in this race than in a legislative or township mayor race. Moreover, Han is an extremely well-known politician who arouses strong feelings.

In other words, if nothing dramatic changes between now and June 6, I think it is pretty likely that the recall will succeed.

 

Han has thus far tried a few things to turn back the recall. First, he has tried mobilizing his own loyal supporters to come out and vote no. He has some very loyal and ardent fans, but the polls show little promise for this strategy. Second, he has tried positioning himself as a serious and conscientious mayor who is concerned with public health. I don’t think this is working either. Attitudes about Han were baked pretty solidly during the presidential election; I doubt he can reshape his image this quickly with this little media attention. Third, he has tried to suppress turnout through his control over the city government machinery. Lots of the usual polling places have tried to refuse to be available as a polling place this time, claiming that serving as a polling place would clash with their anti-Covid responsibilities. I don’t think this is going to work either. On the one hand, the Central Election Commission is working hard to ensure that there are enough polling places available. On the other hand, voters who think that a politician is trying to deprive them of their right to vote often turn out in even higher numbers. The wider KMT is not going to actively support vote suppression tactics either. Neither party has a tradition of vote suppression, and being tarred with that label could have devastating long-term consequences.

 

Han’s best hope is that the Covid-19 pandemic will scare large numbers of voters into thinking that it is too dangerous to turn out. That is, actively trying to suppress the vote might not work, but passively (or through underground murmurs) hoping that people are scared might work. What would really help Han is if there were a few cases of domestic transmission over the next few weeks to terrify voters. In a nutshell, the Central Epidemic Command Center (CECC) is making Han’s recall more likely by successfully keeping Taiwan virus-free.

There is a high-stakes game going on with relaxing restrictions. Every time the government announces a relaxation – allowing more fans into baseball games, encouraging tourism, relaxing social distancing on public transportation – it sends a message to Kaohsiung voters that society is safe. The safer people feel, the more likely it is that they will come out to vote. However, relaxing restrictions simultaneously makes it more likely that any person who has the virus and is out in society will infect a higher number of people. News of such a disaster would almost certainly lower turnout and might push the number of yes votes below 25%. Of course, I don’t think the government’s primary consideration is the Kaohsiung recall, but the success or failure of that recall may nonetheless depend on the success or failure of their relaxation measures.

 

I love the irony of Han’s fate depending on governance. Han is a populist who claimed that the DPP government was hopelessly corrupt and therefore bad at governing. Now, his best (only?) chance of survival is if the DPP government, which has been so glaringly competent for the last year and a half, suddenly morphs into the incompetent regime of Han’s rhetoric. On the other hand, if it was an ungrounded attack all along, Han is probably doomed. President Tsai’s good governance crushed his populism in the presidential election, and now even better performance from her administration this year might be the death blow to his mayorship.