Archive for the ‘identity’ Category

the state of (out of date) public opinion

September 26, 2017

I’d like to take a look at the general state of public opinion in Taiwan these days. I’m not really interested in exactly what it is right this moment. After all, the next election is still more than a year away, and by then no one will care whether Tsai Ing-wen had a 27% or 29% approval rating 14 months ago. I’m more interested in taking stock of the general trends over Tsai’s first year and a half in office. Over the past few months, we have seen headlines screaming that Tsai has a lower approval rating than Donald Trump or that her administration is sinking fast as it loses popularity. On the opposite end of the spectrum, there are people who assume that the KMT is doomed and that continued DPP rule is inevitable, unless the New Power Party replaces it.

Public opinion is always a bit murky, but right now it is murkier than usual. To put it bluntly, reasonable people can see whatever they want to see in the data. None of the trends are sharp or clear enough that you can’t easily explain them away with other readily available numbers. It’s like staring at clouds: maybe it’s a duck, and maybe it’s a train. Not only that, but the person who thinks it is a duck can see the duck clearly, while the moron who thinks it is a train can’t see how anyone could look at that train and see a duck. I think that one interpretation of public opinion is more correct, and I’ll argue for that one. However, keep in mind that the other interpretations aren’t necessarily stupid or misguided.

I’m relying on data from the Taiwan Election and Democratization Studies (TEDS). TEDS is the main academic project for political surveys. The surveys are done by academic institutions (mostly the Election Study Center, NCCU) for scholarly purposes. They are not contracted out to private survey companies, nor are they designed to make a splash in the public discourse. Questions are designed by committees of scholars with all political stripes, so a leading question designed to make one side look good or the other side look bad will simply not make it onto the final questionnaire. We all have lots of questions that we want to ask, and space is severely limited. Only items that can be rigorously defended from an academic perspective make it through. You might wonder why you have never seen a media report trumpeting the latest finding from a TEDS survey. The reason is simple. TEDS doesn’t hold press conferences to announce its newest results. In fact, it doesn’t release results immediately at all. Data usually are only released several months after the interviews are completed. For example, I am using quarterly surveys in this post. These surveys are only released when interviewing for the next survey begins. For example, TEDS just released the data for the June 2017 survey, but we currently have a small army of students doing calls for the September 2017 survey. Who cares about the June 2017 results? We want up-to-the minute information! When the June survey was done, pension reform hadn’t passed, the brouhahas over the infrastructure plan were still in the future, Mayor Ko was still planning for the university games, and Lin Chuan still had a couple more months to go as premier. Everything is different now! Well, it is precisely because the media doesn’t pay attention to TEDS results that they are so trustworthy and valuable. Unlike all the other data you see, you can be confident that these results weren’t produced with the goal of manipulating your opinions. And if you want to know what the state of public opinion is today, I guess I’ll be able to tell you that in three months, even if by then you will no longer care what people thought before Trump’s nuclear attack on North Korea, the Bangladeshi refugee crisis following the massive cyclone, or the upheavals in China following Xi Jinping’s aborted attempt to name his housekeeper’s mentally deranged son as Crown Prince of the CCP.

 

Let’s start with the headline number. Everyone has been talking about President Tsai’s low approval rating. How far did she sink over her first year in office?

請問您對她擔任總統以來的整體表現滿不滿意?

“How satisfied are you with Tsai Ing-wen’s overall performance as president?”

(Chinese question wordings are from the TEDS website: teds.nccu.edu.tw. Some of the English translations are from that website, and some are my own.)

Tsai approval

As you can see from the chart, Tsai’s satisfaction rating dropped quite a bit from June 2016 to June 2017. In the first survey, she was over 50%, the next three surveys were in the mid-30s, and the latest survey was in the upper 20s. That looks pretty terrible. If you want to see the electorate as unhappy with her performance and primed for a change, you certainly can.

It gets worse. TEDS asks about Tsai’s performance in four specific policy areas, cross-straits relations, foreign affairs, the economy, and national defense. These all mirror her overall satisfaction rating fairly closely, except that the trend lines for economy and cross-straits relations are 5-10% lower than the overall trend line. That is, Tsai’s general satisfaction is the optimistic number. As you drill down into specifics, people are even less satisfied.

那您對蔡英文在處理兩岸關係的表現滿不滿意?

那您對她在外交方面的表現滿不滿意?

那您對她在國防方面的表現滿不滿意?

那您對她在促進經濟發展的表現滿不滿意?

Tsai approval areas

We can go further. People are even less satisfied with the cabinet’s performance than with President Tsai’s. Tsai just changed premiers, but most of the unpopular cabinet is still in office. (Premier Lin did slightly better than the cabinet but significantly worse than Tsai.) Ick.

cabinet approval

On the surface, it doesn’t look good. However, I think Tsai’s approval ratings probably mean a lot less than the international media thinks. Comparison with American presidents is especially misleading. Taiwanese are simply more skeptical of their presidents. Unlike American voters, Taiwanese voters historically do not connect expressing satisfaction and intention to vote for a politician. To give a famous example, Mayor Chen Shui-bian had an approval rating in the 70s during his 1998 re-election bid but only got 46% and lost. Looking at presidents, perhaps Ma Ying-jeou’s experience is instructive. Ma had fairly pedestrian approval ratings during his first term, and yet he was comfortably re-elected. In fact, President Ma’s first term approval ratings look shockingly similar to Tsai’s thus far. At roughly this point (August 2009 – February 2010), Ma hit his nadir and then slowly recovered as the 2012 election approached and partisan loyalties reasserted themselves. It probably didn’t hurt that Ma appointed a professional politician who could communicate effectively with the public as premier at about this time. You will also notice that Ma started with a sky-high approval rating. Both he and Tsai had honeymoon periods that quickly evaporated. If you ignore those first data points, the declines for both don’t look quite so dramatic. Somewhere between 25% and 40% approval seems to be normal for Taiwanese presidents. (In contrast, anything below 40% is a disaster for an American president.)

Anyway, I increasingly don’t believe in the predictive value of satisfaction. Lots of the people who are dissatisfied are unhappy that Tsai Ing-wen has been too timid. These people wanted more of her program, not less. Someone who is angry that transitional justice has been too slow or that pension reform wasn’t drastic enough is not itching to vote for the KMT in future elections.

 

So let’s turn to party ID, a much more important and accurate indicator of which way the winds are blowing. Here are the five quarterly surveys from Tsai’s first term:

在國內的政黨之中,請問您認為您比較支持哪一個政黨? (if none, follow-up) 那請問您有沒有比較偏向哪一個政黨?

“Among the political parties in our country, which do you support most?” (if none, follow-up) “Which party do you lean toward?”

party id recent.png

The initial impression is that the DPP is bleeding support and the KMT is gaining. The gap between the two parties has shrunk from about 20% in June 2016 to about 3% a year later. Wow!

Again, some caution and some longer-term perspective is useful. That first survey showing the DPP with 39% party ID is wildly out of line with historical patterns. The DPP has never been near that high in any other survey. Let’s chalk that up as a fleeting honeymoon effect and discard it. Still, the last few surveys show the DPP falling from about 30% to about 25% and the gap between the two main parties narrowing. The KMT is making a comeback!

About that, maybe we should look at a longer time period. The TEDS quarterly surveys started in September 2012, so we don’t have the same sort of regular data before that. Nevertheless, party ID is always asked on every ESC and TEDS survey, so we have fairly reliable numbers going back to the mid-1990s. I’ve started this chart at the end of the Chen era to compare current party ID trends to the relatively stable period during Ma’s first term. As you can see, during Ma’s first term the KMT generally had a 10-15% advantage over the DPP in party ID. During his second term, the KMT hemorrhaged support, going from the mid-30s to the low 20s while the DPP gained slightly, going from about 25% to 30%. Put into that context, party ID in June 2017 doesn’t look anything like party ID in 2009. We are still in the post-Sunflower world in which the DPP is the more popular party and the KMT is in second place. In the chart with only five surveys, it looks like the KMT is making a comeback. In the longer perspective, it doesn’t look like that so much. The KMT is still mired in the low 20s, where it has been since late 2014.

party id since 2008.png

One interesting thing about this chart concerns the DPP’s honeymoon peak. The DPP’s peak comes in June 2016, after Tsai’s inauguration. The KMT also has a massive peak, when it hit 43% at the end of 2011. The difference between these two peaks is that one occurred right around election day. The KMT’s 2012 campaign apparently peaked perfectly, with a spike in support for the party just when the voters were going to the polls. This spike (and the 15% advantage in party ID) produced 51% of the votes in the presidential election. In 2016, the DPP’s spike was well after the election, so it did not translate into more votes. At the election, the DPP had an advantage of just a bit more than 10% in party ID, not the 20% it would have in June. The DPP’s party ID in the low-30s around election day produced 56% of the vote for Tsai.

Historically, the DPP has added more voters to its base of identifiers than the KMT has. If the DPP still has a narrow lead in party identifiers, it probably has a somewhat larger lead in actual votes.

The past two data points are not good for the DPP. However, I’m not ready to proclaim them as a tipping point or the start of a new trend. On party ID, it looks to me like we are still in the same post-Sunflower world. Nonetheless, it is something I’ll be keeping my eye on.

 

If I want to know what will happen in the near term, I look at party ID. If I want to know about the longer and deeper trends, I look at national identity. This is measured using a very simple yet telling question:

我們社會上,有人說自己是「臺灣人」,也有人說自己是「中國人」,也有人說都是。請問您認為自己是「臺灣人」、「中國人」,或者都是?

“In Taiwan, some people think they are Taiwanese. There are also some people who think that they are Chinese. Do you consider yourself as Taiwanese, Chinese or both?”

national id recent.png

Looking at the recent data, it doesn’t appear that there is any honeymoon peak. Rather, there is simply a decrease in exclusively Taiwanese identity and a commensurate increase in Chinese and dual identity. This is wrong. Actually, the June 2016 data point is higher than either 2015 or the rest of 2016.

TaiwanChinese.jpg

A look at the longer trend shows that the decline in Taiwanese identity is not merely something that has happened over the past year. The gap between the lines peaked in 2014, when exclusive Taiwan identifiers outnumbered people with some Chinese identity by about 60 to 35%. Over the past three years, that gap has slowly narrowed to roughly 56 to 40%. This is not merely a statistical blip. These data points in the ESC chart combine data from numerous surveys; each data point represents over 10,000 respondents. There is a real decline in Taiwanese identity over the past three years; the only question is how we should think about it.

Many smart people think that 2014 was a real inflection point, and the historical trend toward more and more Taiwanese identifiers has now reversed. They expect that Chinese identity will continue to increase over future surveys. I have not yet heard a convincing explanation for why this might happen, but then I don’t have a airtight explanation for the last three years either.

For now, my working hypothesis is that long-term drivers of Taiwanese identity are still in place. Younger people identify more strongly as Taiwanese than older people, and this is driven by education and real-world experiences in which China clumsily continually reminds Taiwanese that they are a different group of people. If the fast-growing China of a decade ago couldn’t attract Taiwanese youth, I don’t see how the slower-growing and more oppressive version of today will win over many hearts and minds.

For the time being, I am considering the peak in 2014 to be the outlier. My guess is that after the dramatic upheavals of the previous few years, many respondents who would have normally been on the fence were inspired to describe themselves as exclusively Taiwanese. As things calmed down, those people may have drifted back to their more “normal” dual identities. There is a rapid growth in Taiwanese identity from 2011 to 2014, and I suspect at least some of the people who changed their minds then have changed them back again. If you look in longer terms, the basic trend line over the past two decades still looks like it fits the current data.

It is also important to note that, even with the changes over the past three years, we are still not back in the world of 2008, when Taiwanese and Chinese identities were roughly equal. Exclusive Taiwanese identifiers still significantly outnumber people with Chinese identity, and the current trends will require several more years to close that gap. However, if my interpretation is correct, there may not be many more wafflers to convert back to Chinese identity. Closing the gap much further will require some fundamental change in the relationship between China and Taiwan to make Chineseness more appealing to Taiwanese youth. Perhaps that has already happened, and I am simply oblivious to it.

Regardless, this is an important indicator to keep an eye on. It is not at all an overstatement to say that Taiwan’s political future depends on the distribution of opinions about national identity.

 

The TEDS quarterly surveys mostly ask the same questions each time, but they also stick in one or two questions on topical issues each time. Some of these are illuminating.

In September 2016, respondents were asked a question on the recent Illicit Party Assets bill:

立法院在今年7月通過「不當黨產處理條例」(全名: 政黨及其附隨組織不當取得財產處理條例),請問您對政府在處理不當黨產的表現滿不滿意?

“In July the legislature passed the Illicit Party Assets Act. Are you satisfied with the government’s performance in handling illicit party assets?”

35.0% of respondents said they were either somewhat satisfied or very satisfied, while 42.0% said they were either somewhat dissatisfied or very dissatisfied with the government’s handling of this issue. The easy interpretation might be that the public sides with the KMT’s insistence that the DPP is conducting a vengeful, unjustified, and undemocratic witch hunt against it. However, digging a little deeper casts doubt on that interpretation. 26.0% of people who self-identified as DPP or NPP supporters also expressed dissatisfaction with the government’s handling of illicit KMT assets. Of course, we can’t know exactly what each individual was thinking and every individual thinks something slightly different, but it isn’t too difficult to imagine that the overwhelming majority of these people were dissatisfied because they thought the efforts to recover illicit KMT assets were not aggressive enough. If you want to know how much support the KMT has for its position, you probably need to subtract the vast majority of these people – 9.9% of the full sample – from the 42.0% who were dissatisfied. Similarly, a considerable chunk of non-identifiers were probably also dissatisfied for the same reason. What starts out looking like a good result for the KMT is probably actually nothing of the sort. People might be dissatisfied with the Tsai government, but this does not necessarily mean they are jumping over to the KMT.

 

Both the March and June 2017 surveys had a question on pension reform. Note that the June survey was conducted about two weeks before the legislature passed the pension reform bill.

In March, the survey asked about the preferential savings rate:

有人說: 「公教優惠存款(十八趴)的廢除對退休公教人員不公平」,請問您同不同意這種說法?

“Some people say, “Abolishing the preferential savings policy (18%) is unfair to retired public employees.” Do you agree or disagree?”

Agree Disagree
All 30.2 58.7
KMT identifiers 45.3 44.2
DPP + NPP identifiers 21.8 72.7
Public employees 42.7 47.6

This question wording is a particularly strong one for proponents of pension reform. This focuses attention on the most easily understood aspects of a very complex topic. The preferential savings rate has been the horse that advocates have loved to beat for years, as a guaranteed 18% interest rate on savings deposits is far out of line with anything a normal person could hope to obtain. In fact, nearly twice as many people disagree with the statement as agree with it. Even among KMT identifiers and public employees, the two groups most hostile to pension reforms, nearly as many people disagreed as agreed with this statement.

In June, TEDS asked a very different question:

整體而言,請問您對政府處理公教人員年金改革的表現滿不滿意?

“Overall, are you satisfied with the government’s performance in handling public employees’ pension reform?”

satisfied Dissatisfied
All 31.7 56.4
KMT identifiers 17.6 77.5
DPP + NPP identifiers 49.9 43.0
Public employees 20.1 75.4

(Remember, this is before the legislature passed the bill.)

By now, you should know how I feel about these satisfied/dissatisfied questions. Taiwan’s population is highly critical. If they don’t get their ideal outcome, they do not hesitate to express dissatisfaction. In fact, the Tsai government moved deliberately and cautiously on pension reform, angering a lot of green supporters who wanted a more radical approach. In this survey, not even half of DPP and NPP supporters were satisfied.

On this topic, I have a little private data. I’m doing a project on fighting in the legislature, and I did an internet survey before and after the pension reform was passed. Now, internet surveys have to be interpreted with extreme caution since they are not representative samples. Our goal was to study how attitudes changed after a brawl, not to make statements describing the Taiwanese population. However, that is what Nathan Batto, rigorous scholar, does with the data. Frozen Garlic, the irresponsible blogger, is going to throw caution to the wind and give you some results that you shouldn’t take at face value.

First, let me tell you that my data are biased. My respondents are extremely highly educated, have too many middle aged people, too many northerners, not enough farmers or homemakers, and too many public employees. KMT and NPP identifiers are overrepresented, while DPP identifiers are underrepresented. In general, all the results in my survey skew much bluer than those of a representative telephone sample.

Unlike the TEDS questions, we framed our question in terms of partisan positions:

在年金改革的議題上,您比較支持國民黨的立場還是民進黨的立場?

“On pension reform, do you support the KMT position or the DPP position more?”

Wave 1 Wave 2
KMT position 20.8 21.1
DPP position 39.9 42.1
Neither/no opinion 39.3 36.8

In this sample, roughly twice as many people preferred the DPP position as the KMT position. Remember, this sample is too blue, so in the actual population it was probably more than a two to one ratio.

Think about this. The general population was generally dissatisfied with the government’s handling of the pension reform, even though it preferred the DPP’s position over the KMT’s position by a large margin. Taiwanese people are not easily satisfied! Nevertheless, even if the general public isn’t happy with the DPP’s performance, the pension reform issue is definitely not a winner for the KMT.

 

How about marriage equality? TEDS has questions from March and June 2017:

有人說: 「應該修改民法讓同性可以結婚組成家庭」,請問您同不同意這種說法?

“Some people say, “The Civil Code should be amended to allow gays to marry and form a family.” Do you agree?”

 

This question wording presents a stricter test for support of marriage equality than a less specific question, such as “Do you agree that gay should be allowed to marry?” Amending the Civil Code is the strongest version of marriage equality. There are people who support a weaker version of marriage equality, such as enacting a special law but not amending the Civil Code. Nonetheless, the degree of opposition to amending the Civil Code is striking.

agree Disagree
March 2017 39.1 52.1
June 2017 33.7 57.0
Breakdowns of June sample
KMT identifiers 21.9 69.4
DPP identifiers 37.5 54.3
NPP identifiers 64.6 32.3
Taipei City 40.3 44.8
Age 20-29 71.1 21.1
Age 30-39 50.0 40.5
Age 40 and up 18.6 72.1

KMT identifiers are overwhelmingly against amending the Civil Code, while DPP identifiers also have a clear majority against it. NPP supporters are clearly the outliers. Geographically, Taipei City sticks out. While Taipei residents are split evenly, every other place has 60-70% against amending the Civil Code. When Taiwanese sarcastically talk about Taipei residents living in a bubble (天龍國), maybe this is part of what they are talking about. There are dramatic differences by age. People in their 20s are overwhelmingly for marriage equality, while people in their 30s are somewhat for it. However, most eligible voters are over 40, and these people are overwhelmingly against amending the Civil Code.

In May, the Council of Grand Justices ruled that the current law is unconstitutional and gave the government two years to change it. Looking at these numbers, you can see why the Tsai government is not eager to push through an amendment to the Civil Code, regardless of President Tsai’s personal sympathies. I don’t think the very vocal supporters of marriage equality have yet realized that the government is on their side. (Don’t forget, Tsai appointed most of the Grand Justices.) With these numbers, the only realistic action is a special law, which the activists don’t want. Instead, the government has chosen a third path: wait for the two year period to expire and then simply consider the Civil Code to allow gays to marry. At the cost of a two year wait, the marriage equality activists will get their most favored outcome while not inflicting enormous political costs on a sympathetic government.

 

The final item to consider echoes newly elected KMT chair Wu Den-yi’s proposal that Taiwan should revert to the 1992 Consensus. This was asked in the June 2017 survey.

在處理兩岸關係上,有人主張我們應該使用九二共識與中國大陸協商,也有人主張我們不應該再使用九二共識,請問您比較支持哪一種看法?

“On cross straits relations, some people say the we should use the 1992 Consensus as a basis for negotiations with mainland China, other people say that we should not use the 1992 Consensus again. Which side do you support?”

use Don’t use Doesn’t exist
All 41.8 29.4 3.7
DPP + NPP identifiers 21.6 52.9 6.9
Exclusive Taiwan identity 26.0 41.4 5.6

I have to admit, I was quite surprised by this result. 42% of people were in favor of re-adopting the 1992 Consensus, while only 33% were against it. (I’m counting the 4% who refuse to admit the existence of the 1992 Consensus as being against using it.) I guess Wu Den-yi’s position is more popular than I thought.

Let’s take a minute to think about polling and the 1992 Consensus. For years, the Ma Ying-jeou government would shove reams of polling data showing a solid majority in support of the 1992 Consensus in the face of any journalist willing to look. Many eagerly and unskeptically repeated the government numbers in their stories. It wasn’t just journalists, though. I’ve heard academics reference the Mainland Affairs Council survey numbers. Here’s the problem. The MAC was producing survey results in order to justify – not to inform – its policies. The typical MAC question wording was both leading and confusing. (Is it possible to be both leading and misleading?) Here’s a footnote from one of my recent papers on this point:

“For example, a July 2014 survey asked, “The government’s position on the 1992 Consensus is that the ‘one China’ in ‘one China, each side with its own interpretation’ refers to the ROC. Do you support this position?” 52.3% expressed support, which was a fairly typical result. Sometimes the MAC preceded this question with other leading questions or employed even more loaded question wordings. For example, a May 2015 survey asked, “Some people say, ‘Since 2008, the important result of the government’s mainland policy has been to maintain cross-straits relations and a stable peace.’ Do you agree with this statement?” It then asked a loaded question on the 1992 Consensus: “Since 2008, on the foundation of the 1992 Consensus – One China, each side with its own interpretation, One China means the ROC, the government has steadily promoted cross-straits negotiations and exchanges. Do you support this position?” 53.9% expressed support.”

Note that in all of the MAC surveys, the formula is spelled out in its strongest version, emphasizing “each side with its own interpretation.” This matters a lot. The more you spell out the parts of the formula that the PRC doesn’t agree with, the more support there is. In these questions, they further emphasize the constitution and confusingly (at least to me) allow people to think they are agreeing with the statement that the government’s position is that One China refers to the ROC (and not the PRC), and so on. That’s how you get over 50% for this question. When TISR asked the questions in a more neutral manner two years ago, they got about 40% support for “one China, each side with its own interpretation”, 30% for “1992 Consensus,” and 20% for “one China, both sides with the same interpretation.”

Nearly two years later, support for the 1992 Consensus seems to have risen a bit. The 1992 Consensus gets 42% support, even though the wording does not include the phrase “each side with its own interpretation.” Moreover, this item has a response category for opposition, not just for support. 42% support turns out not to mean 58% opposition. In fact, 33% is not anywhere close to 58% opposition. A large chunk of the population is ambivalent on this question. Like many people, I interpreted the 2016 election result as a death sentence for the 1992 Consensus. I still think the chances of the Tsai government ever accepting it are between razor-thin and zero, but, in light of this result, I can see why Wu Den-yi and the KMT are holding out hope that the 1992 Consensus can still be the basis for a winning election campaign.

 

To sum up, I think these data suggest that the DPP is still on track to win another term in 2020. There are some encouraging numbers for the KMT, but they are easily exaggerated. Overall, I think these data are at least as discouraging for the KMT as for the DPP. I think we are most likely going to have something like the previous Japanese election in which a somewhat unpopular government easily beat an even more unpopular opposition.

PS: If these results trouble you in any way, don’t worry. They’re all horribly out of date. Everything is probably completely different now.

Is marriage equality a cleavage?

May 12, 2017

Last week, my colleague Wu Yu-shan gave a stimulating talk about changes in political cleavage structures around the world. Most of the talk was about the rise of pre-material cleavages (ie: nationalism) in western industrial democracies, but he also had something to say about Taiwan. He believes that we are seeing the rise of materialist (ie: a left-right cleavage) and post-materialist (ie: marriage equality and environmentalism) cleavages in addition to the old nationalism cleavage. In Taiwan’s political science world, Wu is the major voice staking out this position. The opposite view, that national identity is still basically the only cleavage that matters, has most recently and forcefully been voiced by Chris Achen and T.Y. Wang in their forthcoming edited volume, The Taiwan Voter. It is hard to overstate the importance of this debate. Depending on whether you believe Taiwan has one or multiple important political cleavages, you might come to different conclusions on many of the most central questions facing Taiwan today. Does the KMT need to change its position on China, or is returning to the 1992 Consensus a viable option? Will the NPP be able to encroach on the DPP’s pool of voters? Will it be able to appeal to voters that the DPP cannot? Did the 2016 election mark a fundamental break with the past, or is it merely a deviance from a well-established pattern? Should President Tsai push for marriage equality? Why isn’t President Tsai aggressively pushing for admission to the United Nations under the name “Taiwan”? This question of one or many cleavages gets right to the heart of our understanding of how Taiwanese politics work.

During his talk, Wu presented a fascinating graph, taken from a story on Commonwealth Magazine’s website. In this post, I want to explore what we should and maybe should not learn from this graph.

CW UI ME plot.jpg

This graph plots legislators’ positions in the political space along two dimensions. The X axis is the Independence-Unification dimension (with independence on the left), while the Y axis is support or opposition to marriage equality (with support at the top).

I don’t understand exactly what the authors did to produce this graph, but I’ll do my best to explain the methodology. The authors looked at Facebook data from each legislator. They used the two party chairs as anchors, examining people who followed both the party chair and the legislator. (Note: I don’t understand exactly how they used these overlapping followers. However, they presented this part in detail, as if they believed it was the most important thing for us to know.) They examined the “likes” on various posts and put that data into a factor analysis model. The purpose of factor analysis is to condense many variables into a smaller number. If you start with n variables, the model calculates a matrix to multiply each variable by to produce n new variables that are completely uncorrelated to each other. However, these n variables are not equally useful. Some have a lot of explanatory power, while others have almost none. Typically, we throw all the variables that account for less than 1/n of the total variance in the data. They have kept two dimensions, though they did not report how much explanatory power each one had or how many variables cleared the 1/n threshold. The final challenge in factor analysis is naming the new variables. Remember, the algorithm has simply produced new variables that are orthogonal to each other; it doesn’t care what went into them. The researcher typically looks at the coefficients that were multiplied with the original variables and decides on a name. Factor analysis has the veneer of cold, objective data analysis, but interpreting it is actually highly subjective. At any rate, I’m going to assume that the authors made reasonable assumptions and inferences in handling the data. For example, I’m going to assume that the dimensions are appropriately labeled. I’m also going to mostly ignore the possibility that Facebook likes and followers don’t necessarily mirror a legislator’s own positions or even the preferences of that legislator’s constituents.

What are we supposed to see in this graph?

I suspect the first thing people will notice is the position of the two party chairs. Tsai Ing-wen is fairly distant from her party median on both dimensions. On the IU axis, she is in the center of the political spectrum. This looks reasonable; most of us think of her as a moderate on identity and nationalism. The Y axis suggests she is also a bit out of touch with the rest of her party on marriage equality. She is noticeably higher on the plot, suggesting she is a stronger supporter of marriage equality than the average DPP legislator. I think this also fits in with the conventional wisdom. There are a few DPP legislators who are more stridently in favor of marriage equality than Tsai, but there are also a lot of hesitant legislators terrified of angering their socially conservative constituents. So Tsai is moderate on China and somewhat progressive on marriage equality. Hung Hsiu-chu’s position is rather more surprising. Hung is widely known as an extremist on national identity questions. Yet here she is smack dab in the center of the KMT caucus. Further, she has made several statements that indicate she is more pro- marriage equality than the average KMT legislator, yet here she is, again, right in the middle of the KMT caucus. These data suggest that Hung Hsiu-chu is not an extremist. She is actually a nearly perfect representation of the average KMT legislator!

CW1.png

The second thing people might notice is how lonely Jason Hsu looks up at the top of the graph. He is the only KMT legislator firmly in the pro- marriage equality camp. Reporters love to interview him on this topic, and this gives the impression that there is a significant wing favoring marriage equality in the KMT. Nope. Not according to this plot.

CW2.png

Third, there is a relationship between the two dimensions. In the DPP, there seems to be a tradeoff. Extreme nationalists tend to be social conservatives, while social progressives tend to be moderate on identity. Why does someone choose to be in the DPP? It is one or the other. I don’t know why it isn’t both, but it doesn’t seem to work that way. The same relationship also exists to a lesser extent in the KMT. Social progressives are slightly more moderate on identity.

CW3.png

Fourth, the NPP is all located in roughly the same position (though Hsu Yung-ming is slightly less progressive and more nationalist than the other four). It is socially progressive but moderate on nationalism. I think this will surprise many people. The common perception is that the NPP is extreme on both dimensions. Here it simply looks like an extension of the progressive wing of the DPP.

CW4.png

I think those are the obvious things we are supposed to see. What are some of the less obvious things?

First, this is a two dimensional plot, giving the impression that there are two equally important cleavages in Taiwan. However, the second dimension isn’t necessary. A vertical line perfectly separates the blue and green camps.

CW5.png

The authors did not report the eigenvalues of the two factors, which indicate how much of the variance each factor accounts for. We don’t know that the second value was at least 1/n or that the first dimension wasn’t several times as powerful as the first. Maybe instead of a square box, this graph should have been flattened into a short and wide rectangle like this to give a better sense of the actual political space:

CW7.png

If you think about the plot this way, one of the takeaways is the extent to which the DPP has captured the middle ground and the KMT has been pushed back into the far right. I’ll bet the KMT held much more of the middle ground in 2008.

Second, look at that cluster of DPP legislators in the top half of the graph. Notice anything about them? How about if I list all the DPP legislators higher than the top KMT legislator (roughly from top down):

尤美女 You Mei-nu, party list

鄭麗君 Cheng Li-chun, party list

林靜儀 Lin Ching-yi, party list

蔡培慧 Tsai Pei-hui, party list

林淑芬 Lin Shu-fen, New Taipei 2

鍾孔炤 Chung Kung-chao, party list

段宜康 Tuan Yi-kang, party list

邱泰源 Chiu Tai-yuan, party list

吳焜裕 Wu Kun-yu, party list

陳曼麗 Chen Man-li, party list

Kolas Yotaka, party list

蔡英文 Tsai Ing-wen, president and party chair

余宛如 Yu Wan-ju, party list

何欣純 Ho Hsin-chun, Taichung 7

蘇嘉全 Su Chia-chuan, party list

施義芳 Shih Yi-fang, party list

徐國勇 Hsu Kuo-yung, party list

吳思瑤 Wu Si-yao, Taipei 1

That’s 14 party list legislators (of 22 total) and 3 district legislators (of 51). Lin Shu-fen is the only district legislator occupying a clearly pro- marriage equality position. This radically changes the way I look at this chart.

CW6.png

For one thing, as the party chair, Tsai Ing-wen had the final say on the composition of the party list. She seems to have packed it with social progressives. So while she might be somewhat out of favor with gay rights activists for her current tepid stance, most of the strong voices in favor of gay rights in the legislature are there because she put them there.

From another point of view, if you only consider district legislators – the ones who actually go out and win votes – the DPP and the KMT don’t look all that different. The two big parties both cover roughly the same portion of the Y axis. The DPP may be slightly more progressive, but the difference isn’t all that great.

Ignoring the DPP list legislators also makes the NPP stand out. They now occupy a distinctive space on the political spectrum (assuming the second dimension is important). They are basically the only politicians who take a clear pro- marriage equality position before the voters.

One way to think about this is that elected politicians are socially conservative, and this social conservatism probably reflects a cold strategic judgement that full marriage equality is too radical for the electorate to swallow. A different way to think about it is that Lin Shu-fen, Huang Kuo-chang, Hung Tzu-yung, and Freddy Lim all won district elections while occupying this part of the political space, so maybe there wasn’t a marriage equality penalty in 2016. It certainly didn’t seem to hurt the other major politician in the top half of the chart, Tsai Ing-wen. It could be the case that (a) there are plenty of socially progressive voters, or (b) the second dimension simply doesn’t matter. Of course, it could also be the case that the cleavage simply hadn’t fully emerged in 2016.

Still, that vertical line perfectly dividing the space is a major problem for the idea that the second dimension matters. I’ll be more open to the idea when that line needs to be drawn at a 60 degree slope. To me, it looks as though there is still one dominant cleavage line in Taiwanese politics, and it isn’t marriage equality. However, this debate is far from settled.

support for independence, unification, and the status quo

December 31, 2013

The front page headline of the Taipei Times has an incendiary headline today.  In bold type, it screams, “Independence beats ‘status quo’ in poll.”  This headline is a lie.  Independence did not beat status quo in any meaningful sense.  I assume the headline reflects incompetence by the reporter and headline writer and not willful manipulation.  However, this sort of irresponsible journalism serves only to discredit the Taipei Times’ reputation.

Putting aside the misleading reporting, there actually is an interesting story to tell.  In fact, a more honest accounting of public opinion leads us to nearly the same conclusion that the Taipei Times’ fabrication wants us to reach.

The Taipei Times story is based on an unpublished DPP survey that another media outlet obtained and published.  Without asking anything about the methodology, the Taipei Times gleefully informed us that the poll showed 60.2% in favor of independence, 23.4% in favor of unification, and only 8.7% in favor of the status quo.  (They then furthered the impression of incompetence by asking a professor of medicine to give an expert opinion on the results.  One wonders which part of his medical school training covered public opinion survey methodology.)  Years and years of data from a variety of different survey organizations have consistently shown that status quo beats both independence and unification by large margins.  Suddenly, we are supposed to believe that society has violently shifted and half the population has suddenly changed its mind on the single most important political question facing Taiwan?  Perhaps I might believe that if the People’s Liberation Army had launched an attack and was trying to land soldiers on the Chiayi coastline, but nothing quite so monumental has happened in recent months.  So where do the survey results come from?

In every survey, the status quo always wins, and many people want to further probe what these people think.  One suspicion is that they are simply avoiding conflict by giving a neutral answer and that they must really support some concrete option.  Another suspicion is that they aren’t really neutral; they must lean at least a little to one side or the other.  A third group of (more manipulative) people simply wants to look for evidence that allows them to redefine these respondents as favoring their side in the debate.  At any rate, there have been several attempts over the years to get status quo supporters to clarify whether they “really” support unification or independence.

The most straightforward method is to simply take away the neutral category.  Instead of asking whether respondents favor independence, unification, or the status quo, they are asked whether they favor independence or unification.  Even when only given these two choices, a small number of people will insist that they favor maintaining the status quo.  This is how the DPP survey’s results were obtained.  There is nothing wrong with asking the question this way, but it is not fair to claim that independence beat the status quo based on these results.  You could claim almost anything that way.  (Q: Do you prefer totalitarianism or prison?  A: Totalitarianism 40%, prison 35%, democracy 3%.  Headline: “People prefer totalitarianism to democracy!!!)  The fact that independence beat unification 60-23 in a two-category question is interesting, but it does not imply any fundamental shift in the three-category question that we are used to seeing.

So has there actually been a decrease in support for the status quo?  We need more information.  Consider the following TVBS poll conducted about a month ago.  If you read Chinese, the original report is here.  All translations are mine.

­­­­­­­­­­­__________________________________________________________________

TVBS poll, Oct 24-28, 2013.  Sample size: n=1075.  Sorry for the strange numbering.

  1. President Ma stated that people on both sides of the straits belong to the Chinese nation.* Do you agree with this statement? [兩岸人民同屬中華民族, could also be translated as “people on both sides of the strait are ethnically Chinese”]
    1. Agree:                44
    2. Disagree:            42
    3. Non response:    14
  1. 2. President Ma stated that the cross-strait relationship is not an international relationship.  Do you agree?
    1. Agree:            20
    2. Disagree:        66
    3. NR                   14
  2. 3. If there is an opportunity, do you favor President Ma meeting with mainland President Xi?
    1. Favor:              54
    2. Oppose:           32
    3. NR                   15
  1. 4. Do you understand the contents of the cross-straits trade services agreement that Taiwan and the mainland signed?
    1. Understand:            16
    2. Don’t understand:   85
  1. 5. Generally speaking, do you support or oppose the cross-straits trade services agreement that Taiwan and the mainland signed?
    1. Support:           32
    2. Oppose:           43
    3. NR:                  26
  1. 6. Generally speaking, are you satisfied with the policies and methods the government is using to handle cross-straits relations?
3.27.2012 10.17.2012 6.5.2013 10.28.2013
Satisfied 29 26 25 24
Dissatisfied 55 54 48 64
NR 16 21 26 12
  1. 7. Looking at the situation now, do you think the relationship between the mainland and us is friendly or antagonistic?
    1. Friendly:          40
    2. Antagonistic:   37
    3. NR                   14
  1. 8. When the two sides negotiate and sign cross-strait agreements, do you have confidence that the government will protect Taiwan’s interests?
1.28.2011 3.27.2012 10.17.2012 8.30.2013 10.28.2013
Confident 39 34 27 25 21
Not confident 53 57 62 64 71
NR 8 9 12 11 7
  1. 9. Some people say that the Ma government’s cross-straits policies lean too strongly toward mainland China.  Do you agree?
8.26.2008 5.21.2009 12.17.2009 3.27.2012 10.28.2013
Agree 42 43 52 59 62
Disagree 44 40 33 31 27
NR 14 18 15 9 11
  1. 10. Concerning the relationship between Taiwan and mainland China, do you favor independence, unification, or maintaining the status quo?
    1. Independence         24
    2. Unification              7
    3. Status quo               64
    4. NR                           5
  1.  11. If you can only choose one, would you prefer for Taiwan to become an independent country or for Taiwan to unify with the mainland?
    1. Independence         71
    2. Unification              18
    3. NR                           11
  1.  12. In our society, some people say they are Chinese, and some people say they are Taiwanese.  Do you think that you are Taiwanese or Chinese?
    1. Taiwanese               78
    2. Chinese                   13
    3. NR                           9
  1.  13. In our society, some people say they are Chinese, some people say they are Taiwanese, and some people think they are both Taiwanese and Chinese.  Do you think that you are Taiwanese, Chinese, or both?
    1. Taiwanese               55
    2. Chinese                   3
    3. Both                         38
    4. NR                           4

­­­­­­­­­­­__________________________________________________________________

Questions 10 and 11 ask the independence/unification question in two ways, allowing and disallowing status quo.  When status quo is provided as one of the three answers, it easily beats the other two categories with 64%.  Independence beats unification 24-7%, but both percentages are fairly low.  This is the result we are all familiar with.  When only two answer categories are allowed, the results look much different, with independence beating unification 71-18%.  This result is roughly similar to that of the DPP poll.  (The TVBS methodology is more radical than the DPP’s.  TVBS won’t allow respondents to insist that they support the status quo.  Interviewers will keep pushing them until they pick one side or the other.  If a respondent absolutely refuses to pick a side, he or she is coded as a non-response.)  Maybe the Taipei Times should have run a story on this survey, claiming that independence beat the status quo by 71-0%!

TVBS did a similar thing for the familiar ethnic identity question (Q12, 13).  When they forced the people who thought of themselves as both Taiwanese and Chinese to pick only one, suddenly Taiwanese identity beats Chinese identity by 78-13%.

Philosophically, are the two-category results better than the three-category results?  This is a subjective question.  I tend to believe that it is intellectually more honest to simply categorize them as neutral.  You can force me to have an opinion on whether people should take multivitamins or not, but I really don’t care.  If you eventually force an answer out of me, you probably shouldn’t use that as evidence that public opinion is against taking multivitamins.  If people are conflicted, confused, or genuinely want to put the decision of unification or independence off until further developments, we observers probably should respect that stance.  If you only report one result, I think it should be the three-category result.

That said, there is value in probing what lies under neutrality.  Consider a person who favors the status quo in Q10 but independence in Q11.  This person is not really an independence supporter, but he or she is closer to the independence side than to the unification side.  A slight to moderate change might be enough to push this person out of the status quo category and into the independence category.  However, it would probably require a major shift to push this person into the unification category.  What Q11 implies is that there are a lot more status quo supporters who might eventually shift to the independence camp than who might shift into the unification camp.

The TVBS/DPP two-category question is one way of seeing this.  I prefer a different set of questions developed by Yu Ching-hsin 游清鑫 and Hsiao Yi-ching 蕭怡靖.  In a paper published in the Taiwanese Political Science Review in 2011, Yu and Hsiao asked the normal six category question (immediate unification, eventual unification, immediate independence, eventual independence, decide later, status quo forever).  As usual, most people chose one of the two neutral categories.  (11.7% for the two unification categories, 27.5% for the two independence categories, and 56.9% for the two neutral categories.)  They then asked, “If that option is not possible, what would you prefer?”  This question teased out a few more answers.  Finally they asked, “Which option is least acceptable to you?”  This gave very interesting results.  59.9% were most strongly against unification, and 21.4% were most strongly against independence.  Using these answers, they put together a 7 category classification:

Conception of U or I

Yu & Hsiao

narrow

moderate

Broad

Immediate unification

0.8

0.8

19.5

29.1

Status quo, eventual unification

18.7

88.3

Status quo, oppose independence

9.6

40.4

Unclassified

10.9

10.9

Status quo, oppose unification

19.9

60.9

Status quo, eventual independence

30.1

41.0

Immediate independence

10.9

10.9

Total

100.0

(This poll was conducted from April 30 to May 3, 2011, by the Election Study Center at NCCU.  Sample size: 1130.)

What this does it to look at different levels of intensity for unification and independence.  If you think of pro-independence or pro-unification as being something you want right now, then 88% of the population is for the status quo and almost no one is for unification.  If you think of them as something that people want to obtain eventually, then only 40% favor the status quo, and independence beats unification by about 2-1.  If you take the broadest definition, by defining the two sides as including people who don’t want the other side, then only 10% are for the status quo, and independence still beats unification by about 2-1.

To me, this is much more interesting and honest than simply screaming that people support independence in the most sensational manner possible.  The real story is that, at every level of intensity that we have measured, more people prefer independence to unification by quite a large margin.  At the current juncture, it is probably somewhere close to 2-1 for independence, for all measures except the narrowest conception of independence and unification.

There is another interesting lesson from the TVBS data.  On all the abstract questions, President Ma is losing badly.  On Taiwanese/Chinese identity and on unification/independence, Ma’s side is clearly outnumbered.  Moreover, these numbers are trending against him.  Similarly, on all the vague questions about cross-straits negotiations, Ma is also losing badly.  66% disagree with Ma that the cross-strait relationship is not an international one.  64% are dissatisfied with the policies and methods the government is using to handle cross-straits relations.  62% agree that the Ma government’s cross-straits policies lean too strongly toward mainland China.  71% is not confident that the government will protect Taiwan’s interests.  Moreover, Ma is doing worse and worse over time on these questions.  In the very general and abstract, the Taiwanese public seems to have completely rejected Ma and his China policy.

However, when we look at the more concrete questions, the picture looks a bit different.  54% favor a meeting between Ma and Xi.  The cross-straits services trade agreement has 32% in favor.  While this is less than the 43% opposed, the gap is much smaller than those for the more abstract questions.  Ma is doing much, much better on these more specific questions.

What this suggests to me is that while Ma’s China policy may be built on an ideological foundation, it is tenable because it appeals to pragmatism.  Ma is clearly and decisively losing the ideological battle about identity.  However, he has found some space to operate in the more practical questions of how exactly Taiwan and China should interact.  All sides in Taiwan agree that Taiwan needs a prosperous economy and that, in an interconnected world, Taiwan and China have to have some sorts of economic interactions.  Even those people who don’t want to be part of China and don’t trust the Ma administration at all will concede that Taiwan’s government has to have some relations with China.  Doing nothing is not a very good choice.  There are a lot of people who are willing to look past their ideological differences with the Ma government and will consider individual policies for their economic impact.  To put it another way, the unification side is losing (badly) the battle for Taiwanese hearts and minds.  The revised strategy for unification rests on Taiwanese wallets.