“I can see the glimmer of a New India” proclaimed a triumphant Indian Prime Minister Narendra Modi a day after last week’s election victory in the country’s most politically significant state; at 200 million people, Uttar Pradesh has as many people as United Kingdom, France and Germany combined. If it were a country, it would be the world’s fifth most populous.

Modi is right. Not since the 1970s and (former prime minister) Indira Gandhi — of whom it was said “India is Indira and Indira is India” — has an individual defined and dominated politics in this manner, defying all conventional assumptions, disrupting politics-as-usual and permanently smashing the elitism of India’s erstwhile liberal consensus. Above all, and bypassing the mainstream media for the most part, he has emerged as a supreme communicator.

Even his most contentious and audacious decisions — like the move to ban 86 percent of India’s cash overnight last November have come at no political cost; instead, the big gains in India’s heartland prove that his decision to ‘demonetize’ high-value currency notes ultimately played out as a distinct advantage. In the cinematic plot of the Uttar Pradesh elections, Modi was cast as the vigilante action-hero, a sort of Robin Hood figure whose uncompromising toughness forced the rich and powerful to queue up at banks and suffer discomfort just like the poor. Unfazed by criticism — from opposition parties, eminent economists and large sections of the global and national media (I am on record as a skeptic of the move’s economic wisdom) — the prime minister positioned the currency ban as a patriotic purge of toxins from the body politic.

As elsewhere in the world, from the Washington, D.C., Beltway to Brexit, the spectacular consolidation of Modi’s hold over India — as well as how Indians think — underlines the equally spectacular failure of liberal politics, its echo chambers and its elitism trap.

His enormous victory in Uttar Pradesh has been touted as his Indira moment; not just for the complete command he enjoys three years into his term, but for his commonality with the former prime minister as an absolutist strongman. But if Indira was the daughter who inherited power from India’s first prime minister, Jawaharlal Nehru, Narendra Modi is the son of a tea vendor who rose from abject poverty and hardship to earn his influence. His success in pushing back against India’s old liberal elites catches the global anti-liberal undercurrent. That he is entirely self-made — unlike Indira Gandhi and the dynastic lineage her family spawned — empowers him to mock the pedigree of liberal elites, public intellectuals and the institutions they represent. During the recent election campaign Modi could not resist taking a swipe at Harvard, which he said mattered a whole lot less than hard work. At the same time, Modi referenced himself as a “poor mother’s son” in a speech widely believed to be a dig at the lofty criticism of his demonetization policy by Nobel Laureate Amartya Sen, among others.

Yet, Narendra Modi exemplifies how the old labels of ‘Left’ and ‘Right’ do not apply. There is no doubt that among the many different elements that won Uttar Pradesh for Modi were state subsidies such as those for cooking gas (hugely popular among woman voters) and microfinance loans — all of which helped the prime minister cement his pro-poor credentials. In many ways he is not a free-market reformist — as fiscal conservatives may have imagined — but rather a new-age welfare-capitalist for the country’s poor, who believes that the government is the vehicle for change.

David Fuller's view

Governance is Everything and Narendra Modi remains one of the most capable and tireless politicians on the planet.  His victory in Uttar Pradesh is hugely significant and he is also popular with millions of ex-pat Indians living and working all over the world.  They don’t vote in their native country but they can be a useful asset as India’s economy continues to develop.  They are also being rewarded by India's stock market.