What do local results tell us about 2026?

The Obvious Question After the Local Elections

TL;DR

The obvious approach, projecting local results forward, produces numbers that are not absurd but do not quite settle either. That unease is where the inquiry begins.

When the local election results came in, the predictions for 2026 were immediate and confident. A decisive shift. A barometer for the Assembly elections.

Headline: Nothing right for the Left in Kerala local body polls

The prevailing narrative.

The obvious approach

Take the local results and carry them forward. Local results should translate into comparable Assembly support.

Alliance2025 Local"Implied" Assembly2021 AssemblyChange
UDF40.7%~40.7%39.5%+1.2
LDF35.7%~35.7%45.4%-9.7
NDA16.0%~16.0%12.4%+3.6

Local vote share to implied Assembly vote share

When the numbers do not add up

The numbers are not absurd. But the more you look, the less comfortable they become. LDF dropping nearly 10 points from their last Assembly result? UDF barely moving despite the 'sweep' narrative? Something does not add up.

The gap between narrative and data

Either the conventional wisdom about elections is wrong, or these elections are not measuring what they appear to measure.