In politics, if your objective is only winning elections, just Chanakya neeti might do. For governance you need both, Chanakya neeti and Ram Rajya. You can neither beat up the farmers into submission, nor dismiss them as 'Khalistanis', asserts Shekhar Gupta.
Modi isn't going to voters on his track record but on the fear of the terrorist across the border and the Muslims within. It's a battle on his terms, says Shekhar Gupta.
The Congress' attack came after the Ayodhya Development Authority accused 40 people, including the City mayor, a local BJP MLA and a former party legislator, of illegally trading plots and building infrastructure there.
'Mr Kejriwal is almost exactly the package that Mr Modi offers: Personal aggrandisement, the building of a personality cult through full-page newspaper ads day after day, populist schemes involving subsidies (whether affordable or required), abandonment of secular principles, exaggerated claims and no checks on leadership,' points out T N Ninan.
'They don't have a political strategy so they are going to try to deal with it purely as a law and order problem.' 'They will try to use the same strategy they have repeatedly used since 2014 in Kashmir.' 'Mr Modi has landed in a situation where he faces the possible prospect of not only being unable to Indianise Kashmir, but his actions may end up making the rest of India a virtual carbon copy of Kashmir.'
The regulatory burden is the highest on small cars, a key segment of the Indian automobile industry and having a uniform tax structure across all segments of vehicles will not augur well for the sector growth, according to Maruti Suzuki India chairman RC Bhargava. He also said India's economic growth rate could be higher if the manufacturing sector grows fast, which 'unfortunately' has remained a laggard despite the best efforts of the Narendra Modi-led government at the Centre due to implementation gaps at the ground level. "The burden of regulatory changes on the small cars is far higher than the regulatory burden on big cars and that is changing the whole market behaviour.
'There are three pillars of concern: The expansion of Hindu majoritarianism, the concentration of executive power and decay of independent institutions, and curbs on free expression and dissent.'
The Modi government finds itself in a contradiction of its own making. It has encouraged pro-Russian, Westophobic public sentiment while setting strategic policy that's exactly the opposite, points out Shekhar Gupta.
'He has a gift none of his eight predecessors, from Manmohan Singh to Rajiv Gandhi, had: Being able to speak directly and convincingly to a large enough section of Indians who will take his word for gospel,' notes Shekhar Gupta.
Among the handful of countries with large defence budgets and armed forces, India is matched only by Saudi Arabia in the level of its import dependence. For revenge to be served cold, go beyond import bans and correct these long-term failures -- if we're up to it, notes T N Ninan.
'BJP loses a democratic election, then buys MLAs from the ruling party's flock and rides to power in these states.' 'Do you think Atalji would have tolerated this?'
If anything has become clear during this campaign, it is this: Mr Modi can bat on almost any wicket and hit the ball over the ropes, points out T N Ninan.
'Modi wants to go down in history not necessarily as India's first overtly Hindu RSS pracharak prime minister, but as a world statesman who built the idea of India as a great nation.'
'In macroeconomic policy, timing is all, and by leaving things too late, Mr Modi may have made around 50 seats in the Lok Sabha highly vulnerable,' says T C A Srinivasa Raghavan.
'Mumbai's corroding infrastructure, Delhi's pollution, Bangalore's rain water drainage, Kolkata's electricity -- these are all real and serious life threatening situations.'
'Modi is now the biggest messiah of OBCs and Dalits as V P Singh once was.'
If Modi's truly a reformer and a believer in minimum government, he would bury the Vodafone ghosts now. He would also then go to Bihar, campaigning on his politically controversial reforms. Both will need him to dip deep into his accumulated political capital and risk it, suggests Shekhar Gupta.
Leading the Opposition attack over the Adani-Hindenburg issue in the Lok Sabha, Rahul Gandhi on Tuesday linked Gautam Adani's meteoric rise to Prime Minister Narendra Modi's coming to power and said "magic" happened after 2014 that propelled the businessman from the 609th to the second spot on the global rich list.
Jack Ma who had five years ago said he was inspired and excited by "Make in India" possibly understood the essence of the signature campaign better than some others and decided to stay away from India other than as an investor, says Nivedita Mookerji.
'The Modi Model we see now is still the old Gujarat Model.' 'But with an acknowledgement that governing India is more challenging than governing Gujarat,' notes Shekhar Gupta.
It is in no way a government of the economic Right. The Right is limited to religion and nationalism. The rest is as Left as the Congress or any other party, observes Shekhar Gupta.
'Mr Modi's next challenger/s will need to invent a new politics,' says Shekhar Gupta.
Political power has now been outsourced fully to the Modi government. Even if the RSS is still, in principle, his guru, nobody would dare to whisper a word of advice to Modi, forget some whiff of criticism. When the shishya grows into such a popular and domineering leader, the guru has to applaud from the sidelines, points out Shekhar Gupta.
'I don't think the Bharatiya Janata Party can claim any USP which was it is a party with a difference.'
This is not an election Budget in the sense that I might target the voter in the coming elections. But if you look beyond this round of state elections, and tilt the periscope to graze at the more distant horizon, see how the Narendra Modi government wishes things looking by the summer of 2024, observes Shekhar Gupta.
'Some BJP old timers have remarked that the BJP is now driven by its own high command, the way the Congress was under Mrs Gandhi, says Subir Roy.
India looks less equal to China than 5 years ago, the strategic alliance with the US is hobbled by trade, and Pakistan is looking anything but chastened by Balakot. What has gone wrong? asks Shekhar Gupta.
It is wrong to say the Congress doesn't matter. Certainly one set of people who do not believe that for a minute is the BJP. That's why even in his speech in Parliament on Constitution Day, Mr Modi called dynastic politics a threat to democracy, observes Shekhar Gupta.
'The leaders of this country are flying the plane in reverse, everything is falling'
'Mr Modi would compliment a Nobel Prize winner, but members of his party or the government would not be restrained from either making unfair comments or criticising him for having offered advice to an Opposition political party,' says A K Bhattacharya.
'Rahul Gandhi's recent video performances offer little hope - the first fell flat in attacking government 'strategy'; the second showed him in a position unbecoming of a leader,' argues T N Ninan.
'Mr Modi has a huge opportunity before him.' 'Whether he grabs it the way Mrs Gandhi did in 1969 or squanders it as he did in 2014 will determine his economic legacy,' notes T C A Srinivasa-Raghavan.
'This is India. We have allowed ourselves to be dictated by the narrative that the BJP has set for itself.'
Modi has taken a slew of measures to attract investment, but he has yet to initiate steps that could help repair corporate balance sheets.
'Pure, uncluttered anti-Modi-ism, however angry, can't be an ideology or an electoral alternative.' 'The best it can do for you is damage Mr Modi enough for him to finish below 200.' 'Can it enable you to cross 100 to begin with?' asks Shekhar Gupta.
'People have realised they bought into the prime minister's package and it is empty.'
'The Modi government, like the Singh one, has run into what is called a perfect storm, where everything that can go wrong does so at the same time,' points out T C A Srinivasa-Raghavan.
'Mr Modi may have the aura of an irresistible conquistador now, but he is human. He isn't an 'avatar,' argues Shekhar Gupta.
'For Modi, it's not just winning, but winning with style.'
'While people complain of the difficulties they are experiencing because of the lack of currency, they remain supportive so far of Mr Modi's initiative.' 'What the country should be concerned about is the prospect of a prime minister who is willing to sacrifice economic gain and risk large-scale job losses in exchange for personal popularity,'