Archive for the ‘LBGT issues’ Category

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!


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.


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.


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.


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.


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:


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.


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.

Effort to recall Ker

November 30, 2016

Hey, there’s a bit of election news in Taiwan. As part of the current battle over marriage equality, there are efforts to recall DPP floor leader Ker Chien-ming 柯建銘.

[As an aside, I haven’t paid particularly close attention to Taiwanese politics over the past ten months. Rather, I have watched developments in Europe and America, often rapt in horror. We seem to be on the cusp of a fundamental shakeup in the international order, and, in my darkest nightmares, I worry that a democratic implosion is right around the corner. I’m not sure if it is reassuring or terrifying that Taiwan is preoccupied with “normal” political controversies, such as how to schedule vacation days, blissfully unconcerned that the rest of the world looks like it might be about to go up in flames. Is this oasis of calm one of the few sane spots in the world right now, or is it sticking its fingers in its ears and willfully ignoring the looming storm?]

The Taiwan Law Blog speculates that I do not support the efforts to recall Ker Chien-ming. That is correct, even though I support marriage equality. I explained my general dislike of recalls in the post the Taiwan Law Blog links to, and I stand by that reasoning. When the votes are counted, the election should stop. The battle over who occupies the seat should be settled until the next regularly scheduled election.

Recalls have a role, but they should only be used as a last-ditch resort when an elected official has fundamentally violated the implicit contract with the voters. I do not believe Ker Chien-ming has fundamentally violated his contract with his voters. When he ran, I do not remember him ever taking a public stance on marriage equality. His campaign was about representing the DPP and supporting Tsai Ing-wen’s agenda in the legislature. Marriage equality was merely one, very small part of that agenda. No matter what he does on this issue, it is hard to imagine it constituting a fundamental betrayal of his positions.

What do I think would be justifiable grounds to launch a recall? To give one example, I think South Korean President Park has fundamentally violated her contract with the voters. Massive corruption, allowing an unelected and unappointed spiritual advisor to make major decisions, and all the rest of it were clearly not what the Korean voters had in mind when they voted for her.

To go back to Ker’s case, since Ker’s central appeal was being a good party soldier, if he suddenly emerged as an intransigent opponent of Tsai’s agenda and plotted with the KMT to thwart her proposals, a recall would be justifiable. If we confine the hypothetical to the issue of marriage equality, if Ker had made support for marriage equality a central issue in his campaign but then had decided to throw his support behind a separate law that did not grant full equality, I think that would probably still be defensible and not justify a recall. After all, it is eminently defensible to compromise for 50% or 75% of your original goal. If he did all that, and then we further learned that he had accepted a massive bribe from an opponent of marriage equality to change his position, then a recall would probably be justified. In that case, Ker would have ignored his voters’ demands in favor of the briber’s demands. Ker’s current behavior is nowhere near these thresholds, and I hope the recall effort fizzles out.

The Taiwan Law Blog suggests that, instead of trying to recall Ker, perhaps marriage equality activists should campaign for him to lose his spot as the DPP party whip. I think he and many others are making the same mistake that President Ma made when he tried to purge Speaker Wang in 2013. They are imagining that the party floor leader is pursuing his own agenda.

In fact, what successful floor leaders do is to help the party rank-and-file get what they want. Sometimes, this means that the floor leader has to take some public heat in order to shield the backbenchers from criticism. In the American case, the classic example is from budgetary politics. A house member knows that a particular spending item should be cut but it is also very popular back home. The backbencher needs the speaker to arrange the agenda so that he can tell his voters that he fought hard to keep the item in the budget but he just couldn’t overcome opposition from everyone else. Sometimes, the legislator will even single out the speaker for criticism, and a good speaker understands what is happening and facilitates it. In 2013, President Ma blamed Speaker Wang for not pushing the Services Trade Agreement strongly enough. Ma should have realized that Wang was protecting KMT legislators who did not want to defend support for particular clauses to their voters.

In today’s case, Ker is probably protecting DPP legislators as well. Most DPP legislators have publicly come out in support of marriage equality, probably because they cannot afford to alienate progressive activists and voters. They certainly do not want to alienate young people. (Ask Hillary Clinton if alienating young voters has any costs.) However, Taiwanese society has hardly reached a consensus in support of marriage equality. The surveys I have seen suggest that support and opposition are about evenly split. I am a bit skeptical of these support levels. While elites and young people have mostly come to a consensus on gay marriage, I suspect the rest of society has not. To put it simply, I doubt that Taiwan has wrestled with this issue enough yet. To too many people, homosexuality is simply an idea rather than an everyday reality of many friends and family. There are still a lot of moms and dads my age or older who grew up with the unchallenged assumption that homosexuality was weird and/or wrong, and you can’t simply tell them that they have been prejudiced all their lives. They will need some time and a lot of discussion before they come around. Moving too quickly could cause a backlash, and I suspect that many DPP legislators intuitively grasp that not everyone in society is comfortable with rewriting the social rules just yet. If there were actually overwhelming support for marriage equality in the DPP caucus, Ker would make it happen quickly. He hasn’t been re-elected party whip time and time again because he ignores the rank-and-file’s wishes. If he is stalling or pushing some compromise package, it is almost certainly because they are asking him to do it. Moreover, like any good floor leader, he is taking the public criticism so that they won’t have to.

So what do I suggest for marriage equality activists? Ker Chien-ming is not your problem. Your problem is that you haven’t yet thoroughly sold Taiwanese society on the idea of marriage equality. To put it another way, the DPP caucus looks like it would like to change the law, but activists haven’t done enough work changing minds among ordinary voters to make DPP legislators feel comfortable taking this step. Rather than bullying or threatening Ker Chien-ming, activists should be focusing on broader society, explaining why marriage equality is a good idea that everyone can support. The good news is that the marriage equality side has good arguments and, with a lot of discussion and persuasion, should be able to produce a stronger consensus in society. When that happens, resistance in the legislature will melt away.