​One of the more interesting developments in Taiwan's 2016 general election was the rise of so-called  "Third Force" parties--completely new entrants into the political system, rather than break-aways from the KMT or the DPP.  While some of the media commentary got a bit carried away about the significance of these new parties, the founding of one, the New Power Party (NPP), did pose a serious threat to the DPP's chances of winning a majority in the legislature. As an offshoot of the Sunflower Movement, the NPP positioned its message in a way calculated to appeal to pan-green voters, and it recruited high-profile candidates to run in district races, not just the party list. These district candidates had the potential to split the pan-green vote in what everyone expected would be a very anti-KMT year, and in a worst-case scenario for their side, help the KMT hold on to their legislative majority. 

In the end, a pan-green split didn't happen. A key reason is that the DPP headed off the threat early: the party formed a kind of pre-electoral coalition by yielding 11 districts to the NPP and other non-DPP candidates in exchange for their support not to run against DPP candidates elsewhere. And the districts that the DPP yielded were, with one exception, far past the critical 57th seat needed to deliver a legislative majority. It turned out to be a good deal for the DPP, which won 68 seats overall. It also, more surprisingly, turned out well for the NPP, which won all three district seats and five overall and became the third largest party in the LY. 

The NPP Surprise
My own expectation going into the election was that the NPP candidates would perform worse, on average, than a generic DPP challenger. (In fact, if you read that linked post closely, I was even more specific: 2-4 points worse, on average.) The rationale was pretty simple: Freddy Lim, Hung Tzu-yung, and Huang Kuo-chang were already household names, but their close association with the Sunflower Movement, and the acerbic rhetoric of Huang, especially, suggested they would be fairly polarizing as candidates. And in the traditionally blue-leaning districts of Taipei 5 (Lim) and New Taipei 12 (Huang), I thought they would turn off more voters than they attracted with that approach. 

So what actually happened? In the graph above, I've plotted the vote share of each DPP and DPP-endorsed district candidate against Tsai Ing-wen's share of the presidential vote in the same district. DPP incumbents are represented by solid dots; challengers (i.e. non-incumbents) by hollow ones; NPP candidates by hollow squares, and other non-DPP candidates by hollow triangles. (A hearty thank you to Frozen Garlic for doing the yeoman's work of sorting the presidential race vote totals by LY district and making these data publicly available.)

Thoughts on this below the break. 

August 1 is Indigenous Peoples' Day in Taiwan--a day that usually passes without much media attention. This year is different: President Tsai Ing-wen is planning to issue a formal apology on behalf of the Republic of China government to Taiwan's indigenous peoples and to outline her government's indigenous policies. That has now become a partisan issue. Five of the six aborigine (原住民 yuanzhumin) district representatives in the current Legislative Yuan are going to skip the event; the only one to attend is the only district DPP member, Chen Ying (陳瑩). The other two legislators, Kolas Yotaka (谷辣斯·尤達卡) of the DPP and Kawlo Iyun Pacidal (高潞·以用·巴魕剌) of the NPP, are both party list legislators, and so have to take their own party line into greater account. 

Although they're often overlooked in writing about Taiwan's electoral politics, Taiwan has reserved seats in the Legislative Yuan for aborigine representatives since 1972. Today, representatives from these districts hold more than 5% of the total seats in the legislature (6/113)--if they were all part of the same party, they would be the third largest in the LY, ahead of both the NPP and PFP. For anyone interested in learning more, I have a CDDRL working paper on the history of these seats and the evolution of aborigine representation in the Legislative Yuan. The abstract is below. 

Apologies for the lack of posts after the election--I'm still catching up with my day job after an exciting and fruitful trip to Taiwan. If you're jonesing for some election reactions, plenty of other people have already weighed in on what happened and what the results mean. (Here's one long list.) We'll no doubt be analyzing and talking about the results of these elections for the next several years, but I'll try to write some reflections on the actual results over the next few weeks, in addition to some thoughts on developments in the Legislative Yuan and appointments to President-elect Tsai's incoming government.

In the interim, here are a couple links. I had the opportunity to give some initial thoughts at an event in Taipei the day after the elections; here is the video from that roundtable, sponsored by Ketagalan Media.

We also held an event at Stanford last Tuesday at which Larry Diamond and I had a bit more time to reflect on the elections, the health of Taiwan's democracy, and what's likely to come next; slides and video from that seminar can be found at the CDDRL ​event page. 

I'll repeat my main take-away from both those events: this was a (mostly) encouraging demonstration of  Taiwan's democratic process, whatever your ideological or partisan predilections might be.

President-elect Tsai Ing-wen will have a large DPP majority in the legislature, and the prospects for reform of aspects of the legislative process are that much better for it. The impressive victories of the New Power Party in its district races are also an encouraging sign: the NPP grew out of the student-led protests of 2014, and their success indicates that much of that opposition to the Ma administration has been channeled into the electoral and now the legislative process rather than remaining in the streets. And, this bears repeating, Taiwan's elections management remains a model of efficiency, accuracy, and probity--I never fail to be impressed at how smoothly the voting, counting, and reporting of the results takes place. I wish elections in the United States were even half as well run.    

On the less positive side, turnout was way down--66.2%, below even the 2014 local elections. And there's that pesky matter of a nearly four-month gap between the seating of the new legislature on February 1 and the inauguration of the new president on May 20, which is creating a real constitutional challenge. That badly needs to be fixed in this next term, perhaps by Tsai offering to shorten her own term as a one-off concession in a larger package of reforms. 

Finally, now that the new Legislative Yuan has been formally sworn in, it's important to note that Tsai has just secured the election of a new DPP speaker, Su Jia-chyuan (蘇嘉全), who's a close personal ally--an outcome that required the incumbent DPP caucus leader, Ker Chien-ming (柯建銘), to relinquish his claim on the position. In that vote, no DPP members defected from the party, and the NPP caucus also voted in Su's favor. That's an auspicious start to what is going to be a fascinating period in legislative politics in Taiwan.   

​Tsai Ing-wen and the DPP are headed for a historic victory in Saturday’s elections, and the battle has already begun to define the narrative about what that means. One fairly common refrain is that this likely outcome will presage a fundamental realignment of the party system around issues beyond the blue-green divide over cross-Strait relations.
 
I’m skeptical that we are about to see this kind of realigning election, despite the attention given to the campaigns of the so-called “Third Force” parties. I’m also skeptical that this result will be the death knell for the KMT as a political party capable of winning elections. The KMT's coming defeat clearly reflects deep unhappiness with Ma Ying-jeou and the KMT’s rule over the last eight years, intensified by a spectacularly ill-timed economic downturn over the last few months (at least if you are a KMT member!) But an unpopular leader, toxic party brand, and disillusioned supporters are not fatal to major party survival, as the DPP showed after its 2008 electoral thrashing. So while a KMT recovery is not assured, and will at a minimum require some major leadership shakeups, we shouldn't expect the party simply to fade away, and for all those pan-blue supporters (still at least 30 percent of the electorate) to suddenly become fans of the DPP or one of the new parties.

Of course, I could be totally wrong--I'm just some guy on the internet, after all. But either way, we'll know a lot more soon: elections have a nice way of splashing everybody with a cold dose of reality. The results of the election this Saturday will give us the most concrete evidence we'll have to evaluate these competing narratives. So, in the interest of intellectual honesty, let me lay out my own expectations about what will happen, and what it means. Beyond who wins and loses, here's what I'll be watching most closely to see where Taiwanese politics is headed.

One of the major advantages the DPP has had over the KMT in this election cycle is its cooperative relationship with the smaller upstart parties on its flanks: the Taiwan Solidarity Union (台聯), the Social Democratic Party-Green Party (社會民主黨 － 台灣綠黨) alliance, and above all the New Power Party (時代力量).

The TSU is the DPP's traditional ally, and the two worked fairly closely together in 2012 to coordinate nominations: the TSU avoided running candidates against DPP nominees in the districts, and the DPP encouraged deep green voters to consider casting a party list vote for the TSU. That strategy paid off for the pan-green camp when the TSU won 8.96% of the party list vote, which returned it to the LY after a four-year absence. And in the districts, the DPP candidates won all but four constituencies that Tsai Ing-wen carried (and six that she didn't.)

Unfortunately for the TSU, it isn't looking so hot in the polls right now and probably won't win the five percent of the party list vote it needs to retain seats in the legislature. It's likely to be replaced by the NPP, which was founded only about a year ago and is running several high-profile candidates in district races. This could have been a major problem for the DPP: a new pan-green party with a strong pro-independence slant and brash leadership, targeting the same youth vote that the DPP is counting on to help it win a majority in the LY, and without a past history of coordination in elections.   

Instead, the DPP leadership recognized this threat early on and worked out a cooperation agreement: the party would yield several districts to the NPP (only three, as it turned out), and the NPP would only campaign in those districts to avoid splitting the pan-green vote elsewhere. The arrangement has worked well enough that Tsai Ing-wen is even showing up to appear with some of the NPP candidates.

The DPP has pursued a similar approach to cooperation with candidates from other groupings, yielding several other seats to small parties. Via Solidarity.tw, here's the list of small-party candidates the DPP has endorsed:  

• Taipei 3: Billy Pan (潘建志), Independent
• Taipei 4: Huang Shan-shan (黃珊珊), People First Party
• Taipei 5: Freddy Lim (林昶佐), New Power Party
• Taipei 6: Fan Yun (范雲), SDP-Green alliance
• Taipei 7: Yang Shih-chiu (楊實秋), Independent
• ​Taipei 8: Lee Ching-yuan (李慶元), Independent
• New Taipei 9: Lee Hsing-chang (李幸長), Independent
• New Taipei 12: Huang Kuo-chang (黃國昌), New Power Party
• Taoyuan 6: Chao Cheng-yu (趙正宇), Independent
• Taichung 3: Hung Tzu-yung (洪慈庸), New Power Party
• Taichung 5: Liu Kuo-lung (劉國隆), TSU

11 seats seems like a lot to yield, right? Isn't this a costly signal that the DPP is willing to weaken its shot at a majority in order to defeat the KMT and forge a broad coalition in the LY? Well, let's step back and see just how crucial these seats are to a DPP majority. Here's the list of district seats ranked by how large Tsai Ing-wen's lead or deficit was in 2012, with the yielded districts marked in yellow (all of them are currently held by the KMT): 

Remember that the DPP needs about 41 district seats to win a single-party majority in the LY. Notice where almost all the yielded seats lie? Below #41. Waaaaay below, in fact. If some of these seats go to third-party candidates, the DPP is already going to have a majority all by itself.

I noted this in a previous post, but it's worth reiterating here: this is smart politics by the DPP. They're ceding races that are not very competitive to third parties and independents in exchange for non-compete agreements in the critical races in the 25-45 range. (In fact, this ranking probably understates just how difficult some of these seats are: Taipei is more reliably blue than the rest of the island, so the swing toward Tsai there is likely to be lower than elsewhere.)

How Much is One District Worth?
One "yellow" district is high up the list, though, and it's a very interesting one: Taichung 3 is ranked #30. What's going on there? The NPP has nominated Hung Tzu-yung, and the DPP is not running a candidate. Like the NPP candidates elsewhere, Hung is already a well-known figure in Taiwan: she is the sister of Hung Chung-chiu (洪仲丘), a military conscript who died in July 2013 as the result of harsh punishment by his superiors. (The incident triggered large protests, the resignation of the Minister of National Defense, and the rapid passage of a far-reaching reform of the military justice system.)

​By generic partisan lean, Taichung 3 is by far the most competitive district of any the DPP has yielded; a swing of just 2.33% toward Tsai would turn it green. If Hung can run anywhere close to Tsai's 2016 total in this district, she should win it easily. So, of the NPP candidates running for district seats, it's Hung, not Huang Kuo-chang (in New Taipei 12) or Freddy Lim (in Taipei 5), who is best positioned to win in 2016.

It's likely that the threat of NPP candidacies in critical races elsewhere gave them the bargaining power to get the DPP to yield Taichung 3, and as a result they're well-positioned to win at least one district seat, in addition to whatever they get from the party list. From the DPP's perspective, this is a good trade as well: they cede one competitive district for a full non-compete agreement everywhere else. And with one prominent exception, the deal has held. ​

The Curious Case of Hsinchu City
​That exception is Hsinchu City, where the DPP Legislative Yuan party caucus leader Ker Chien-ming (柯建銘) is running against both the KMT nominee Cheng Cheng-chien (鄭正鈐), a city council member, and the NPP's Chiu Hsien-chih (邱顯智). Ker is widely disliked by the NPP's core supporters, and Chiu has refused to withdraw from the race, creating the possibility of a serious pan-green split in the vote. With a big enough swing (11-12%) toward Tsai, this seat could be competitive, but it's likely to be close even then, so Chiu's candidacy could well be fatal to Ker's chances.

What's especially intriguing about this race is the possibility of an ulterior motive for the NPP, and possibly some elements of the DPP, too. As party caucus leader, Ker is in line to be the next speaker of the LY if he wins re-election, and he's likely to try to block any meaningful reforms of the cross-party negotiation mechanism (政黨協商) that has given the current speaker, Wang Jin-pyng, tremendous influence over the legislative process. That in turn could prevent Tsai Ing-wen from getting much of her policy agenda through the LY. I have no idea if Chiu's campaign is a deliberate strategy to take out Ker, but from the NPP's point of view, preventing Ker from winning re-election might just be worth splitting the pan-green vote and throwing the seat to the KMT. Some of that animosity clearly comes from Ker's long history of deal-making in the LY and his role as the key DPP member in closed-door cross-party negotiations. For instance, it's easy to forget that he was actually at the center of the special influence case that caused the open rift between Wang Jin-pyng and Ma Ying-jeou--it was a case against Ker that Wang leaned on prosecutors not to appeal.

By the way, isn't it curious that Ker is fighting for re-election in such a tough place for the DPP? (Tsai lost here in 2012 by 21 points.) How did this happen to the party caucus chair?! Ker was previously a party-list legislator for two terms, so by DPP party rules he has to run in a district now. Unlike the KMT, which flagrantly violated its own rules to allow Wang Jin-pyng to run for a third time as a list legislator, the DPP didn't yield on this point. But why Hsinchu? Well, that's where Ker is originally from; he won several consecutive races there under the old SNTV system. Now that the electoral system has changed to single-member plurality, though, he's got a much tougher challenge.

I'm a bit surprised that Ker didn't manage to parachute into an easier district somewhere else. The fact that he's not only running in Hsinchu but also facing a challenge from the NPP suggests some significant opposition to him from elsewhere within his own party. But if he overcomes the odds and wins his race, he is going to owe Tsai Ing-wen very little, and he may have a political axe to grind with her or some other elements of the DPP for putting him in such a tough position. If he ends up as LY speaker, he could quite plausibly be a DPP version of Wang Jin-pyng during the Ma era: a powerful and independent-minded leader whose first priority is protecting his own interests, not those of the president or his party. Given how badly that turned out for Ma Ying-jeou and the KMT, this race could have an outsized impact on relations between Tsai and the DPP caucus in the LY after the election. It's worth watching closely. 

UPDATE 2015.12.30: Shortly after I wrote this, allegations of vote-buying were levied against the local KMT branch and its candidate, Cheng Cheng-chien, for holding a free public banquet in a local night market for KMT members and local residents. Pretty brazen, and stupid.  

On October 11, the Taiwan Democracy Project hosted Ian Rowen, a doctoral candidate in the Department of Geography at University of Colorado, Boulder. His talk was entitled, "The Sunflower Movement and the Future of Taiwan's Political Culture." The abstract and speaker bio are below. 

​Abstract 
Based on first-hand participant-observation, this talk will examine the culture, politics, and spatiality of the Sunflower Movement. Taiwan's most significant social movement in decades, the Sunflower Movement not only blocked the passage of a major trade deal with China, but reshaped popular discourse and redirected Taiwan's political and cultural trajectory. It re-energized student and civil society, precipitated the historic defeat of the KMT in the 2014 local elections, and prefigured the DPP's strong position coming into the 2016 presidential and legislative election season.
 
The primary spatial tactic of the Sunflowers-- occupation of a government building-- was so successful that a series of protests in the summer of 2015 by high school students was partly conceived and represented as a "second Sunflower Movement". These students, protesting "China-centric" curriculum changes, attempted to occupy the Ministry of Education building. Thwarted by police, these students settled for the front courtyard, where a Sunflower-style pattern of encampments and performances emerged. While this movement did not galvanize the wider public as dramatically as its predecessor, it did demonstrate the staying power of the Sunflower Movement and its occupation tactics for an even younger cohort of activists.

The Sunflower Movement showed that contingent, street-level, grassroots action can have a major impact on Taiwan's cross-Strait policies, and inspired and trained a new generation of youth activists. But with the likely 2016 presidential win of the DPP, which has attempted to draw support from student activists while presenting a less radical vision to mainstream voters, what's in store for the future of Taiwanese student and civic activism? And with strong evidence of growing Taiwanese national identification and pro-independence sentiment, particularly among youth, what's in store for the future of Taiwan's political culture? ​

We're now four months away from the presidential and legislative elections in Taiwan, to be held on January 16th. At this point polls start to tell us something meaningful about how the election will turn out. To my eye, there are three things that stick out:

1. Taiwanese voters care most about the economy, and they overwhelmingly evaluate it as "bad."
A Taiwan Brain Trust poll that came out yesterday reports that about 64% of respondents named economic development as the primary issue in next year's elections--far outstripping government effectiveness (about 17%) and cross-Strait relations (only about 4.5%). 

Another poll from Taiwan Indicators Survey Research ll (TISR) that came out on Monday finds that an astounding 84% of respondents evaluated the overall state of the domestic economy as "bad" ("認為國內整體經濟狀況不好“); only 8% thought it was good. 

The headline numbers in both these polls focus on support for the three major candidates--Tsai Ing-wen, Hung Hsiu-chu, and Soong Chu-yu (aka James Soong). I think they're burying the lede. Economic conditions are a powerful determinant of election outcomes: in general, incumbents get the credit when people think the economic is doing well, and they get the blame when it is not--whether or not they actually have much control over economic outcomes at all. So the fact that most Taiwanese poll respondents are emphasizing the state of the economy, and that the large majority think it is bad, bodes very poorly for the KMT. (Note that this cannot just be Pan-Green supporters expressing discontent about the economy: this is 84% of all respondents. Dissatisfaction with the economy crosses party lines.) 

These results suggest that, like in the local elections in 2014, the KMT is going to be fighting a massive headwind. Even if they had a strong candidate (ahem, Chu Li-lun?) atop the ticket, I would expect them to lose with these numbers. With Hung Hsiu-chu as the nominee, and James Soong running yet another third-party campaign that's offering an alternative to Pan-Blue voters who don't like Hung, the presidential election already looks overdetermined. The KMT is going to lose, badly. And Tsai Ing-wen, by default, is going to win. 

At this point, though, I'd be very cautious about interpreting an impending DPP victory as anything other than a rejection of the KMT. There will inevitably be people in Taiwan and in Washington, DC who will frame this outcome as a repudiation of closer cross-Strait relations with the PRC, or an endorsement of Taiwanese independence. It's time to start beating the drum that the election is not about cross-Strait relations. It's not about independence or unification. It's not really even about a new "third force" of youth activism and social progressive politics. The 2016 election is about the economy. 
  

2. The KMT is really unpopular, but support for the DPP and Tsai Ing-wen is soft.
Dissatisfaction with the KMT is really high right now. Taiwan Brain Trust puts it at 71%, which is a significant improvement from December 2014, when the rate was 80%.

What is more surprising is that the DPP is still not very popular in absolute terms. Throughout 2015, the DPP has had higher negatives than positives in the Taiwan Brain Trust survey results. The most recent poll finds about 45% dissatisfied with the DPP, and 42% satisfied. That's actually a significant improvement as well; for polls in March, April, and June over half of respondents were dissatisfied with the DPP. The TISR results are more positive for both the DPP and KMT, probably because survey uses a "feelings thermometer" to rank the parties on a scale from 0 to 100: the DPP ranks slightly positively with a net score of 52.0, as compared to the KMT's 35.7. That's still not particularly strong given the circumstances. 

Tsai Ing-wen's polling support is also still short of 50%; TISR finds 43.6% of respondents intend to vote for her, which is a new high in recent months. Undecideds and those saying they won't vote combined are still 25% of the electorate. Taiwan Brain Trust puts it a bit higher, at 46.8%.

What this suggests to me, again, is that Tsai and the DPP are positioned to do well in 2016 mostly because they're not Ma Ying-jeou and the KMT. Given how widespread dissatisfaction with the economy is right now, they're going to win a lot of swing votes as the "lesser of two evils." 

3. The NPP might replace the TSU in the legislature.
The Taiwan Solidarity Union has three seats in the current LY. They're the deep green alternative to the DPP, and they've been struggling to hang on ever since the electoral system change in 2008 shut them out of the legislature. They need to pass 5% in the party list vote to get seats, which they did easily in 2012, winning 8.96%. They're currently polling at less than half that: they're at about 4.1% in the Taiwan Brain Trust poll. They're being outpolled now by the New Power Party (時代力量), at 6.8%, and James Soong's People First Party at 5.6%. 

There's a real possibility that the NPP takes a lot of votes from the TSU, passing the PR threshold while the TSU doesn't, and effectively replacing it on the deep green end of the political spectrum. It's notoriously difficult to poll support for small parties, so treat these as very rough estimates. The NPP is deliberately trying to appeal to young voters, who turn out at lower rates and are less predictable in their voting patterns than older generations. For another, the NPP is actually cooperating with the DPP in its district nominations--I'm not sure how this might affect the party list vote. 

(A third reason to be wary of the Taiwan Brain Trust numbers on the small parties: Hsu Yung-ming (徐永明), a professor at Soochow University, is both the polling director for the survey and now a legislative candidate for the NPP.)

There's a real danger here for the Pan-Green camp if their voters fail to coordinate in the party list vote: the Green Party and Social Democratic Party are running a joint list that may appeal to a lot of the same young, well-educated voters that the NPP is making a play for. They're currently polling at 1.8%, according to the Taiwan Brain Trust survey. It's not hard to imagine the NPP, Green-SDP, and TSU all pulling some Pan-Green support and each getting 3-4% of the PR list vote, leaving them all with no seats, while the PFP passes the threshold and wins several seats. If the district results end up closely split, the Pan-Green camp could even be denied a majority in the LY despite a significant advantage in the overall share of the vote. 

While I don't think it's particularly likely to happen, a Pan-Green win in the popular vote that leaves a Pan-Blue majority in control of the legislature would be a serious problem for Taiwan's democracy. So one thing I'll be paying close attention to in this election is how, or whether, this coordination problem is resolved in some way before the election.