POLLING THE PERUVIAN ELECTIONS Alfredo Torres G. President Public Affairs Latin America. Ipsos © 2016 Ipsos. All rights reserved. Contains Ipsos' Confidential and Proprietary information and may not be disclosed or reproduced without the prior written consent of Ipsos. CONTEXT 2 © 2015 Ipsos. VOTING POPULATION DISTRIBUTION BY REGION AND AGE Lima concentrates 35% of all Peruvian voters. 43% 11% 37% 24% Lima North Center 35% South East/Jungle 20% 10% 20% Source: ENAHO and Ipsos 3 © 2016 Ipsos. ADULTS Between 40 and 70 years old YOUNG ADULTS Between 25 and 39 years old On average 40 years old 57% YOUTH Between 18 and 24 years old ELDERLY ADULTS: 6% (optional vote) 71 years old or more POPULATION DISTRIBUTION BY SEL AND REGION (%) Lima is a rhombus but Peru remains a pyramid. Source: APEIM 2015 Elaboration: Ipsos Perú - (Big cities= More than 100,000 inhabitants) 4 © 2016 Ipsos. PERÚ LIMA BIG CITIES OTHER URBAN CITIES RURAL* A/B 13 25 11 3 0 C 25 40 29 15 2 D 24 26 34 34 7 E 38 9 26 48 91 COUNTRY CONNECTIVITY Connectivity is still limited and is concentrated in SEL ABC and the youth. Social networks are useful to start but not enough. 38% of all Peruvians are connected to Internet 23% of all Peruvians Source: Internet user and smartphone user profiles. Ipsos 2015 5 © 2016 Ipsos. connect to the Internet through a smartphone EVOLUTION OF NATIONAL ISSUES Crime is even more troubling today than 5 years ago. On the other hand, concerns about the economy reappear. (%) Crime / Lack of security 70 Corruption Unemployment 49 31 28 22 13 1990 2000 2010 2015 Which of the following are in your opinion the three main problems of the country today? (with card) All respondents in urban areas: 1235 January 2016 6 © 2016 Ipsos. 2016 Poverty Cost of living / high prices Education VOTING INTENTIONS 7 © 2016 Ipsos. VOTING INTENTIONS EVOLUTION, FEBRUARY 2016 Keiko holds a firm position at the top. The surprise: Within only two months, Julio Guzman jumps from social networks to the streets. 40% 35 Keiko Fujimori 30% Pedro Pablo Kuczynski 20% 10% 5 0.5 % JUL-13 JUL-14 DIC-14 ABR-15 JUL-15 OCT-15 NOV-15 DIC-15 If tomorrow were presidential elections and the following candidates ran ... for who would you vote? (With card) All respondents in urban and rural areas: 1831 Source: Ipsos untilIpsos. January 2016. 8 © 2016 February: DATUM and CPI ENE-16 16 Alan García 11 10 César Acuña 5 Julio Guzmán FEB-16 ¿WHO IS WHO? 9 © 2016 Ipsos. KEIKO FUJIMORI 10 © 2016 Ipsos. • Liabilities of her father's government • Achievements of her father's government • Associated with firm hand and order • Strong in popular sectors (SEL DE) • Very strong in rural sector • Novelty of a female candidate • Associated with corruption • Lack of work experience • Questionable environment • Questionable financing PPK 11 © 2016 Ipsos. • Experience managing government’s office • Economist: career considered ideal for a president • No corruption charges • Associated with good international relations • Image of successful entrepreneur who has grown through his effort • Strong only in Lima and SEL AB • Accusations of lobbying and ensuring private interests • Dual citizenship • Advanced age • Candidate of the rich ALAN GARCÍA 12 © 2016 Ipsos. • Accusations of being corrupt • Experience in government management • Thought of as a leader • Receives strong party reinforcement • Excellent public speaker • Economic growth in his second term • Accusations of ensuring private interests • Belongs to a traditional political party • Disastrous first government • Seen as arrogant and intolerant CÉSAR ACUÑA 13 © 2016 Ipsos. • Experience in municipal and regional management • Proximity to the Peruvian average • Strong in popular sectors (SEL DE) • Origin in Peruvian provinces • Image of successful businessman, emerged from below • Accusations of plagiarism in doctoral thesis and stealing the authorship of a book • Populism and clientelism • Accusations of domestic violence and sexual relations with minor • Questionable businesses: Universities • Difficulties with public speaking JULIO GUZMÁN 14 © 2016 Ipsos. • Strong mainly in SEL ABC • Popular among young voters • Economist: career considered ideal for a president • No corruption charges • Seen as new in politics. • Not associated with the traditional political parties • Young and energetic • Accusations of lobbying and ensuring private interests • Associated with improvisation • No experience in political office • Contradictions in his statements ACCUSATIONS AGAINST JULIO GUZMÁN Guzman's candidacy is in jeopardy for not fulfill basic requirements such a quorum for the assembly that changed the bylaws of its party Assembly to approve new statute 10/10 /15 TPP try to enroll their new statute Primaries where Guzman is elected TPP inscribes his National Electoral Court 18/12 /15 20/12 /15 21/12 /15 TPP arguments: The ROP is based on a March 2015 membership list. It doesn’t take into account members enrolled between March and October. Counting the new members, the assembly meets the 20% required quorum and turns into a valid assembly. 15 © 2016 Ipsos. TPP registers its Electoral Executive Committee 22/12 /15 JNE ratifies ROP decision complicating Guzman candidacy Registration of TPP formula 23/12 /15 ROP said 10/10 assembly was not notified at all enabled members, and there was no quorum (5 out of 55, and 9 who were not enrolled in TPP) 10/01 /16 28/01 /16 ROP annulled the 20/12 assembly where Guzman was elected 16/02 /16 Implications and following weeks: - - - 17 The ROP resolution does not leave out the candidacy of Julio Guzmán. The evaluation revolves around modifying the registry of Todos por el Peru, it‘s not against the registration of the presidential or congress formula, which are currently being validated by the Special Electoral Jury (JEE). Although they are independent processes, they are tied, and it is probable that the JEE decides to strike out the presidential and congressional list after learning the decision against Todos Por el Peru registration. If the JEE fails against the Guzman’s candidacy, TPP will appeal arguing that its constitutional right to political participation is above the JNE and ROP election rules and requirements. This appeal and its solution could have up to four weeks, and may be decided 10 days before the election. © 2015 Ipsos. LEARNINGS FROM THE PAST 25 YEARS 18 © 2015 Ipsos. 1. THE SOCIOECONOMIC LEVEL MATTERS 19 © 2015 Ipsos. VOTE COMPOSITION BY SEL FOR EACH CANDIDATE Fujimori and Acuña have a wide preference in SEL DE. PPK, Guzman and Garcia are strong in SEL ABC. ABC KEIKO FUJIMORI CÉSAR ACUÑA PEDRO PABLO KUCZYNSKI ALAN GARCÍA JULIO GUZMÁN 44 56 50 50 72 28 69 31 89 If tomorrow were presidential elections and the following candidates ran... for who would you vote? (With card) All respondents in urban and rural areas: 1831 Source: Ipsos until January 2016. 20 © 2016 Ipsos. (%) DE 11 2. THE VOTE COMES FROM DEEP WITHIN PERU 21 © 2015 Ipsos. ELECTION RESULTS 2011 (%) In 2011, Humala lost in Lima but won in the interior of the country. Ollanta Humala 20 38 24 Keiko Fujimori Pedro Pablo Kuczynski Otro candidato Source: ONPE. Official results 2011, first round. Ipsos Perú. Quick count, presidential elections 2011 first round 22 © 2016 Ipsos. 32 22 Total 25 18 28 13 26 24 Lima Interior 30 BIRTHPLACE OF THE LEADING CANDIDATES 65% of all voters are found in Peruvian provinces. These voters may sympathies with the only provincial candidate. Cajamarca, 1952. 11% Lima, 1938. 24% Lima North Center 35% South East/Jungle Lima, 1949. 10% Lima, 1970. 20% Lima, 1975. 23 © 2016 Ipsos. Source: JNE 3. THE VOTE GOES OUT FOR THE MIDDLEAGED CANDIDATE 24 © 2015 Ipsos. AGE OF ELECTED CANDIDATES IN RECENT ELECTIONS In recent years, the elected candidates were always around 50 years, with the exception of Garcia in his 2nd term. 1995 1990 Elected at age 56 Re-elected at age 56 Elected at age 51 2001 Elected at age 55 25 © 2016 Ipsos. 2011 2006 Elected at age 50 AGE OF THE LEADING CANDIDATES In terms of age, Fujimori and Guzman are closest to the average Peruvian, and the age of the ideal president. 1952. Age 63. 11% 1938. Age 77. 24% Lima North Center 35% South East/Jungle 1949. Age 66. 10% 1970. Age 45. 20% 1975. Age 40. 26 for age: © 2016 Ipsos. Source ENAHO Source ideal president average age: Ipsos, October 2009 Average age for the ideal president: 43 years old Peruvian elector average age: 40 years old 4. PEOPLE VOTE FOR THE CENTER CANDIDATE 27 © 2015 Ipsos. LEFT-RIGHT POSITIONING 2006 In 2006 Alan Garcia won for being the most in the center. 75 50 25 0 Extreme left 2 3 4 5 6 7 On a scale of 1 to 10 where 1 is "extreme left" and 10 is "extreme right", where would you place...? (With card) Base: Total respondents who know the terms left and right in politics. 28 © 2016 Ipsos. 8 9 Extreme right (%) LEFT-RIGHT POSITIONING 2011 In 2011, Humala's move to the center allowed him to beat Fujimori who is associated with the right. 75 50 25 0 Extreme left 2 3 4 5 6 7 On a scale of 1 to 10 where 1 is "extreme left" and 10 is "extreme right", where would you place...? (With card) Base: Total respondents who know the terms left and right in politics. 29 © 2016 Ipsos. 8 9 Extreme right (%) LEFT-RIGHT POSITIONING 2016 Currently, Acuña and Guzmán would be the center candidates; PPK and Alan Garcia would be the furthest on the right. This reduces their chances. 75 Citizen: 5 50 25 0 Extreme left 2 3 4 5 6 7 On a scale of 1 to 10 where 1 is "extreme left" and 10 is "extreme right", where would you place...? (With card) Base: Total respondents who know the terms left and right in politics. 30 © 2016 Ipsos. 8 9 Extreme right 5. THE DEMAND FOR CHANGE IS ONE OF THE MAIN MOTIVATIONS OF THE VOTE 31 © 2015 Ipsos. 1980-2011 The change in history 1980 1985 1990 2001 2006 2011 32 © 2016 Ipsos. •The failure of the military determined the return of Belaunde in 1980. Citizens decided to return to “taita” Belaunde. •Belaunde’s disappointing second government led Peru to vote for a young Alan Garcia, representing renewal and energy. •The crisis under Garcia’s government led Peru to vote for the Great Shift preached by Mario Vargas Llosa. Instead of giving into his radical proposal, the population opted for the moderate change, represented by Fujimori. •Fujimori's authoritarianism triggered the people to elect a democratic Alejandro Toledo, who offered more jobs and fighting poverty. •The frustrations caused by Toledo led to a polarization between Lourdes Flores – Ollanta Humala. The result: Alan Garcia elected as the “responsible change”. •As president Garcia was perceived as an intelligent, but arrogant and dishonest person. This paved the way for Ollanta Humala who was seen as a simple and honest candidate. Ollanta Humala’s profil (with card– main answers) Humble (21%) Near to the people (17%) Strengths No has no leadership skills (50%) He does not qualified for the position(46%) He does not tell the truth (31%) Working man (14%) He does not have good ideas (22%) Good ideas (13%) Source: Ipsos Perú, national urban survey May 2014 33 © 2016 Ipsos. Solidary/ humanitarian (10%) Does not know how to listen (17%) Weaknesses IDEAL PRESIDENT FEATURES Given Humala’s shortcomings, in these elections, voters look for leadership skills and vision of the future as well as honesty. 2011-2015 TENER LIDERAZGO 45 24 42 SER HONRADO TENER VISIÓN DE FUTURO 31 31 29 30 TENER CAPACIDAD TENER EXPERIENCIA 26 25 22 SER DEMOCRÁTICO SER TRABAJADOR TENER SENSIBILIDAD SOCIAL SER SINCERO SER BUEN COMUNICADOR Informe de Opinión – Marzo 2011, Octubre 2015 34 © 2016 Ipsos. 17 16 15 12 12 47 38 31 2015 2011 6. CAMPAIGNS ARE DEFINED AT THE END. PERUVIANS ARE ATTRACTED TO UNDERDOGS. 35 © 2015 Ipsos. VOTING INTENTIONS EVOLUTION, 2006 In 2006, Lourdes started out as first. Ollanta began to grow 4 months before the elections, and took the lead in March. Alan passed Lourdes only one week before the election. 2 months before the elections 40% 1 month before the elections 30% 20% (%) 30.6 Ollanta Humala 24.3 23.8 Alan García 16 Lourdes Flores Martha Chávez 10% 7.4 5.8 % DIC-05 ENE 13 ENE 27 FEB 10 FEB 24 MAR 10 MAR 17 MAR 24 MAR 31 ABR 08 If tomorrow were presidential elections and and the following candidates run ... for whom would you vote? (With card) 36 © 2016 Ipsos. ONPE Valentín Paniagua VOTING INTENTIONS EVOLUTION, 2011 In 2011, Toledo started as the favorite. Humala began to grow in February and ranked as first by March. Keiko remained second. 2 months before the elections 40% (%) 1 month before the elections 31.6 30% Ollanta Humala Keiko Fujimori 23.5 20% 18.5 15.6 9.8 10% % DIC-10 17-ENE 13-FEB 27-FEB 13-MAR 20-MAR 27-MAR 03-ABR 09-ABR If tomorrow were presidential elections and and the following candidates run ... for whom would you vote? (With card) 37 © 2016 Ipsos. ONPE Pedro Pablo Kuczynski Alejandro Toledo Luis Castañeda 7. THE DIFFERENCE BETWEEN FIRST AND SECOND CANDIDATE IN THE FIRST ROUND IS IMPORTANT 38 © 2015 Ipsos. RESULTS FIRST AND SECOND ROUND (1985 – 2011) If the difference in the 1st round is small, it is possible to turn around the result. First Second 62 33 38 29 1ST ROUND 2ND ROUND 1990 39 © 2016 Ipsos. 47 31 53 24 1ST ROUND 2ND ROUND 2006 RESULTS FIRST AND SECOND ROUND (1985 – 2011) If the difference in first round is large, it is very difficult to turn around the result. First Second 53 37 32 26 1ST ROUND 2ND ROUND 2001 40 © 2016 Ipsos. 51 47 48 24 1ST ROUND 2ND ROUND 2011 SECOND ROUNDS 2016 (DATUM) The rival that poses that highest threat to Keiko Fujimori in a possible second round is Julio Guzman. 48 Keiko Fujimori César Acuña 22 B/V/NP 51 Keiko Fujimori Alan García 16 B/V/NP In a second round between… for whom would you vote? 41 © 2016 Ipsos. and rural areas: All respondents in urban February: DATUM 37 PPK 30 B/V/NP 44 Keiko Fujimori 33 19 Keiko Fujimori 42 Julio Guzmán 41 B/V/NP 17 FUJIMORI ELECTORAL POTENCIAL AND ANTIVOTE EVOLUTION To win the second round, Keiko Fujimori has to continue reducing her antivote and win by more than a 15 point difference. Definitely vote for him / her Definitely not vote for him / her Could vote for him / her Don't know him/ her ene-16 32 dic-15 27 22 oct-15 29 23 18 15 What is your attitude towards the candidacy of ...? (With card) All respondents in urban and rural areas: 1831 January 2016 © 2016 Ipsos. 7 24 29 mar-11 42 25 nov-15 abr-11 Probably would not vote for him / her DK/NA 25 20 34 7 40 6 6 14 13 2 46 2 40 12 39 12 40 3 1 5 CONCLUSIONS 43 © 2015 Ipsos. • IMMOVABLE KEIKO : So far, Fujimori is for sure in the second round. His opponent is unknown but a great desire for renewal is perceived in the electorate. • CONVERGENT CONTENTS: The campaign issues are security, fight against corruption and economy. However, the electorate doesn’t perceive big differences between the proposals of the different candidates. • DIVERGENT IMAGES: Fujimori stands out for her closeness to the people; Guzman because he represents a renewal; PPK because is a technocrat; Acuña because of his popular-emerging trajectory. Garcia for his expertise • GUZMAN IN COMA: Guzman is with one foot out of the competition. If he resurrects, he could reach the second round with very good choice. If he is left out, many of his supporters will look for a new "underdog". • FROM INFORMAL TO INMORAL: If Guzman finishes out of competition, the pressure to oust Acuña of the race will be strong. The Peruvian - left and right establishment considers him morally disqualified to govern. THANKS! 45 © 2016 Ipsos.