This is the 49th installment of Lighthouse, my monthly column for BLink, a supplement of the Hindu Business Line.

In next year’s election, only Narendra Modi can beat Narendra Modi. And he might just do it.

I had a strange dream the other night. I dreamed that Narendra Modi was in a room, all alone, surrounded by full-length mirrors. Mirrors to the right of him, mirrors to the left of him, mirrors behind, in front, on the ceiling. He was in an ecstatic frenzy, turning hither, looking thither, admiring himself from every angle. And then, suddenly, he realised that these were not all just reflections. No, all these Narendra Modis in the mirrors were Narendra Modi all right – but they weren’t him. They were all different Narendra Modis, and at any moment, one of them could stride forward and attack him. He must keep an eye on all of them! A Narendra Modi could not be trusted!

Ok, so obviously I did not have that dream – or if I did, I don’t remember it. But I wonder if Modi feels like that sometimes. Surrounded by sycophants, does he feel he has nowhere to turn but to himself? And yet, after all these years of playing to different galleries, who is he really?

Enough metaphysics. The most remarkable thing about Indian politics in this decade is how suddenly and completely it shifted from revolving around one family to revolving around one man. The 2014 elections, like every elections before, was Congress versus Everyone Else – and the Congress is the fiefdom of one family. After 2014, Indian politics remained unipolar, though that pole shifted from being the Congress to being Narendra Modi. Just as all elections until now have been Congress vs Everyone Else, the 2019 elections will be Modi vs Everyone Else. Like him or hate him, you have to hand it to Modi: this is a phenomenal political achievement.

Modi has been helped by the lack of stature of the opposition leaders. I suspect he smiles every time he thinks of Rahul Gandhi. The young Gandhi – Rahul is 47, but still a toddler compared to the doddering dotards of Indian politics – is a shy, graceful man who is almost too nice to be in politics. He is also, despite much coaching and recent efforts to revamp his image, not the sharpest kid on the block.

While a new face of the party, he is also the old face of the party, and has no new vision to offer the country. He lashes out at Modi for all the right reasons, but all he promises is a return to the Congress of old, and he often defends even the disastrous economic policies of his grandmother, Indira. That Congress mindset kept India poor for decades, and it was partly a backlash to that that brought Modi to power. Gandhi does not seem to understand this, and so his party flounders.

But just as Gandhi is a gift to Modi, Modi is a gift to Gandhi. Young Rahul lacks the charisma or vision or political skill to become prime minister on his own, but he may yet get there because someone else might beat Modi for him. That someone else is Modi himself.

I predict that the 2019 elections will be decided entirely by Modi. There will be a fight between a positive vote for him and a negative vote against him. If the negative wins, then by default someone else will take charge. Despite the comic posturing of various regional leaders, it will probably be Gandhi. Lucky lad.

There are various reasons for this negative vote. Reason one: While he continues to excel in optics, he has failed in governance. Demonetisation crippled our economy, the botched implementation of GST hurt it further, and he has carried out no reforms. He has shown the command-and-control mindset of Nehru, who he no doubt has a man-crush on, going by how often he invokes him. And he is Indira’s true heir, both in terms of economics and that authoritarian streak. Law and order is also in bad shape, and the BJP state governments seem particularly clueless.

Reason two: In 2014, Modi put together a brilliant identity-based coalition that is now unsustainable. In UP, for example, the BJP cobbled together an unlikely coalition of the upper castes, non-Yadav OBCs and not-Jatav Dalits. After they won the state elections there, they’d all expect patronage gains, and there’s never enough to go around. Something has to give. The perfect storm that saw the BJP get 71 out of 80 seats in UP, 25 out of 25 in Rajasthan, 27 out of 29 in MP and all 26 in Gujarat cannot be repeated.

Reason 3: In 2014, as people fed up of the previous regime engaged in wishful thinking, Modi could be like a Rorschach test, all things to all people. But those who saw in him a reformer or a statesman should know better now. The ugly, petty venality of some of his electoral utterances – such as his recent jibe at Rahul Gandhi about his Italian roots – might please the converted, but are sure to repel others.

Reason 4: His shudh Hindi is impressive, but the South is fed up. You can’t condescend to Tamilians. You can’t tell Keralites not to eat beef. I don’t think the BJP think tank even understands South India.

When Modi came to power, someone in the know told me that Modi was boasting about being in power for at least 10 years. A couple of years ago, I would have thought it likely. 2019 seemed like a done deal. But nuh huh, not anymore. Modi might lose next year, struck down by the man in his mirror.