In postcolonial studies and in critical theory, subalterns are the colonial populations who are socially, politically, and geographically excluded from the hierarchy of power of an imperial colony and from the metropolitan homeland of an empire. Antonio Gramsci coined the term subaltern to identify the cultural hegemony that excludes and displaces specific people and social groups from the socio-economic institutions of society, in order to deny their agency and voices in colonial politics. The terms subaltern and subaltern studies entered the vocabulary of post-colonial studies through the works of the Subaltern Studies Group of historians who explored the political-actor role of the common people who constitute the mass population, rather than re-explore the political-actor roles of the social and economic elites in the history of India. [1]
As a method of investigation and analysis of the political role of subaltern populations, Karl Marx's theory of history presents colonial history from the perspective of the proletariat; that the who? and the what? of social class are determined by the economic relations among the social classes of a society. Since the 1970s, the term subaltern has denoted the colonized peoples of the Indian subcontinent, imperial history told from below, from the perspective of the colonised peoples, rather than from the perspective of the colonisers from Western Europe. By the 1980s, the Subaltern Studies method of historical enquiry was applied to South Asian historiography. As a method of intellectual discourse, the concept of the subaltern originated as a Eurocentric method of historical enquiry for the study of non-Western peoples (of Africa, Asia, and the Middle East) and their relation to Western Europe as the centre of world history. Subaltern studies became the model for historical research of the subaltern's experience of colonialism in the Indian subcontinent. [2]
In postcolonial theory, the term subaltern describes the lower social classes and the Other social groups displaced to the margins of a society; in an imperial colony, a subaltern is a native man or woman without human agency, as defined by his and her social status. [3] Nonetheless, the feminist scholar Gayatri Chakravorty Spivak cautioned against an over-broad application of the term the subaltern, because the word:
subaltern is not just a classy word for "oppressed", for [the] Other, for somebody who's not getting a piece of the pie ... . In post-colonial terms, everything that has limited or no access to the cultural imperialism is subaltern—a space of difference. Now, who would say that's just the oppressed? The working class is oppressed. It's not subaltern ... .
Many people want to claim [the condition of] subalternity. They are the least interesting and the most dangerous. I mean, just by being a discriminated-against minority on the university campus; they don't need the word 'subaltern' ... . They should see what the mechanics of the discrimination are. They're within the hegemonic discourse, wanting a piece of the pie, and not being allowed, so let them speak, use the hegemonic discourse. They should not call themselves subaltern. [4]
In Marxist theory, the civil sense of the term subaltern was first used by Antonio Gramsci (1891–1937). In discussions of the meaning of the term subaltern in the work of Gramsci, Spivak said that he used the word as a synonym for the proletariat (a code word to deceive the prison censor to allow his manuscripts out the prison), [5] but contemporary evidence indicates that the term was a novel concept in Gramsci's political theory. [6] The postcolonial critic Homi K. Bhabha emphasized the importance of social power relations in defining subaltern social groups as oppressed, racial minorities whose social presence was crucial to the self-definition of the majority group; as such, subaltern social groups, nonetheless, also are in a position to subvert the authority of the social groups who hold hegemonic power. [7]
In Toward a New Legal Common Sense (2002), the sociologist Boaventura de Sousa Santos applied the term subaltern cosmopolitanism to describe the counter-hegemonic practice of social struggle against Neoliberalism and globalization, especially the struggle against social exclusion. Moreover, de Sousa Santos applied subaltern cosmopolitanism as interchangeable with the term cosmopolitan legality to describe the framework of diverse norms meant to realise an equality of differences, wherein the term subaltern identifies the oppressed peoples, at the margins of society, who are struggling against the hegemony of economic globalization. Context, time, and place determine who, among the marginalised peoples, is a subaltern; in India, women, Shudras and Dalits (also known as Untouchables), and rural migrant labourers are part of the subaltern social stratum.
Postcolonial theory studies the power and the continued dominance of Western ways of intellectual enquiry, the methods of generating knowledge. In the book Orientalism (1978), Edward Said conceptually addresses the oppressed subaltern native to explain how the Eurocentric perspective of Orientalism produced the ideological foundations and justifications for the colonial domination of the Other. Before their actual explorations of The Orient, Europeans had invented imaginary geographies of the Orient; predefined images of the savage peoples and exotic places that lay beyond the horizon of the Western world. The mythologies of Orientalism were reinforced by travellers who returned from Asia to Europe with reports of monsters and savage lands, which were based upon the conceptual difference and strangeness of the Orient; such cultural discourses about the Oriental Other were perpetuated through the mass communications media of the time, and created an Us-and-Them binary social relation with which the Europeans defined themselves by defining the differences between the Orient and the Occident. As a foundation of colonialism, the Us-and-Them binary social relation misrepresented the Orient as backward and irrational lands, and, therefore, in need of the European civilizing mission, to help them become modern, in the Western sense; hence, the Eurocentric discourse of Orientalism excludes the voices of the subaltern natives, the Orientals, themselves. [8] [9]
The cultural theorist Stuart Hall said that the power of cultural discourse created and reinforced Western dominance of the non-Western world. That the European discourses describing the differences between The West and The East, applied European cultural categories, languages, and ideas to represent the non-European Other. The knowledge produced by such discourses became social praxis, which then became reality; by producing a discourse of difference, Europe maintained Western dominance over the non-European Other, using a binary social relation that created and established the Subaltern native, realised by excluding The Other from the production of discourse, between the East and the West. [10]
In Geographies of Post colonialism (2008), Joanne Sharp developed Spivak's line of reasoning that Western intellectuals displace to the margin of intellectual discourse the non–Western forms of "knowing" by re-formulating, and thus intellectually diminishing, such forms of acquiring knowledge as myth and folklore. To be heard and to be known, the subaltern native must adopt Western ways of knowing (language, thought, reasoning); because of such Westernization, a subaltern people can never express their native ways of knowing, and, instead, must conform their native expression of knowledge to the Western, colonial ways of knowing the world. [11] The subordinated native can be heard by the colonisers only by speaking the language of their empire; thus, intellectual and cultural filters of conformity muddle the true voice of the subaltern native. For example, in Colonial Latin America, the subordinated natives conformed to the colonial culture, and used the linguistic filters of religion and servitude when addressing their Spanish imperial rulers. To make effective appeals to the Spanish Crown, slaves and natives would address the rulers in ways that masked their own, native ways of speaking.
The historian Fernando Coronil said that his goal as an investigator must be "to listen to the subaltern subjects, and to interpret what I hear, and to engage them and interact with their voices. We cannot ascend to a position of dominance over the voice, subjugating its words to the meanings we desire to attribute to them. That is simply another form of discrimination. The power to narrate somebody's story is a heavy task, and we must be cautious and aware of the complications involved." [12] Like Spivak, bell hooks questions the academic's engagement with the non–Western Other. That in order to truly communicate with the subaltern native, the academic would have to remove him or herself as "the expert" at the center of the Us-and-Them binary social relation. Traditionally, the academic wants to learn of the subaltern native's experiences of colonialism, but does not want to know the subaltern's (own) explanation of his or her experiences of colonial domination. In light of the mechanics of Western knowledge, hooks said that a true explanation can come only from the expertise of the Western academic, thus, the subaltern native surrenders knowledge of colonialism to the investigating academic. About the binary relationship of investigation, between the academic and the subaltern native, hooks said that:
[There is] no need to hear your [native] voice, when I can talk about you better than you can speak about yourself. No need to hear your voice. Only tell me about your pain. I want to know your story. And then I will tell it back to you in a new way. Tell it back to you in such a way that it has become mine, my own. Re-writing you, I write myself anew. I am still author, authority. I am still [the] colonizer, the speaking subject, and you are now at the center of my talk. [13]
As a means of constructing a great history of society, the story of the subaltern native is a revealing examination of the experience of colonialism from the perspective of the subaltern man and the subaltern woman, the most powerless people living within the socio-economic confines of imperialism; therefore, the academic investigator of post-colonialism must not assume cultural superiority when studying the voices of the subaltern natives.
Mainstream development discourse, which is based upon knowledge of colonialism and Orientalism, concentrates upon modernization theory, wherein the modernization of an underdeveloped country should follow the path to modernization taken (and established) by the developed countries of the West. As such, modernization is characterized by free trade, open markets, capitalist economic systems, and democratic systems of governance, as the means by which a nation should modernize their country en route to becoming a developed country in the Western style. Therefore, mainstream development discourse concentrates upon the application of universal social and political, economic and cultural policies that would nationally establish such modernization. [14]
In Making Development Geography (2007), Victoria Lawson presents a critique of mainstream development discourse as mere recreation of the Subaltern, which is effected by means of the subaltern being disengaged from other social scales, such as the locale and the community; not considering regional, social class, ethnic group, sexual- and gender-class differences among the peoples and countries being modernized; the continuation of the socio-cultural treatment of the subaltern as a subject of development, as a subordinate who is ignorant of what to do and how to do it; and by excluding the voices of the subject peoples from the formulations of policy and practice used to effect the modernization. [14]
As such, the subaltern are peoples who have been silenced in the administration of the colonial states they constitute, they can be heard by means of their political actions, effected in protest against the discourse of mainstream development, and, thereby, create their own, proper forms of modernization and development. Hence do subaltern social groups create social, political, and cultural movements that contest and disassemble the exclusive claims to power of the Western imperialist powers, and so establish the use and application of local knowledge to create new spaces of opposition and alternative, non-imperialist futures. [14]
Cultural imperialism comprises the cultural dimensions of imperialism. The word "imperialism" describes practices in which a country engages culture to create and maintain unequal social and economic relationships among social groups. Cultural imperialism often uses wealth, media power and violence to implement the system of cultural hegemony that legitimizes imperialism.
Gayatri Chakravorty Spivak is an Indian scholar, literary theorist, and feminist critic. She is a University Professor at Columbia University and a founding member of the establishment's Institute for Comparative Literature and Society.
In Marxist philosophy, cultural hegemony is the dominance of a culturally diverse society by the ruling class who shape the culture of that society—the beliefs and explanations, perceptions, values, and mores—so that the worldview of the ruling class becomes the accepted cultural norm. As the universal dominant ideology, the ruling-class worldview misrepresents the social, political, and economic status quo as natural, inevitable, and perpetual social conditions that benefit every social class, rather than as artificial social constructs that benefit only the ruling class.
Postcolonial feminism is a form of feminism that developed as a response to feminism focusing solely on the experiences of women in Western cultures and former colonies. Postcolonial feminism seeks to account for the way that racism and the long-lasting political, economic, and cultural effects of colonialism affect non-white, non-Western women in the postcolonial world. Postcolonial feminism originated in the 1980s as a critique of feminist theorists in developed countries pointing out the universalizing tendencies of mainstream feminist ideas and argues that women living in non-Western countries are misrepresented.
Other is a term used to define another person or people as separate from oneself. In phenomenology, the terms the Other and the Constitutive Other distinguish other people from the Self, as a cumulative, constituting factor in the self-image of a person; as acknowledgement of being real; hence, the Other is dissimilar to and the opposite of the Self, of Us, and of the Same. The Constitutive Other is the relation between the personality and the person (body) of a human being; the relation of essential and superficial characteristics of personal identity that corresponds to the relationship between opposite, but correlative, characteristics of the Self, because the difference is inner-difference, within the Self.
The Subaltern Studies Group (SSG) or Subaltern Studies Collective is a group of South Asian scholars interested in postcolonial and post-imperial societies. The term Subaltern Studies is sometimes also applied more broadly to others who share many of their views and they are often considered to be "exemplary of postcolonial studies" and as one of the most influential movements in the field. Their anti-essentialist approach is one of history from below, focused more on what happens among the masses at the base levels of society than among the elite.
Ranajit Guha emerged as a prominent Indian historian and a seminal figure among the early architects of the Subaltern Studies collective. This methodological approach within South Asian Studies is dedicated to the examination of post-colonial and post-imperial societies, emphasizing an analysis from the vantage point of marginalized social strata. Guha assumed the editorial mantle for numerous foundational anthologies of the group, contributing as an editor prolifically in both English and Bengali.
Strategic essentialism, a major concept in postcolonial theory, was introduced in the 1980s by the Indian literary critic and theorist Gayatri Chakravorty Spivak. It refers to a political tactic in which minority groups, or ethnic groups mobilize on the basis of shared identity attributes to represent themselves.
Orientalism is a 1978 book by Edward W. Said, in which the author establishes the term "Orientalism" as a critical concept to describe the West's commonly contemptuous depiction and portrayal of The East, i.e. the Orient. Societies and peoples of the Orient are those who inhabit the places of Asia, North Africa, and the Middle East. Said argues that Orientalism, in the sense of the Western scholarship about the Eastern World, is inextricably tied to the imperialist societies who produced it, which makes much Orientalist work inherently political and servile to power.
The concept of inversion in postcolonial theory and subaltern studies refers to a discursive strategy which opposes or resists a dominant discourse by turning around its categories and re-enacting an asymmetrical relation with the terms the other way around. The term can be used with positive, negative or neutral value-connotations.
Postcolonialism is the critical academic study of the cultural, political and economic legacy of colonialism and imperialism, focusing on the impact of human control and exploitation of colonized people and their lands. The field started to emerge in the 1960s, as scholars from previously colonized countries began publishing on the lingering effects of colonialism, developing a critical theory analysis of the history, culture, literature, and discourse of imperial power.
Postcolonial international relations is a branch of scholarship that approaches the study of international relations (IR) using the critical lens of postcolonialism. This critique of IR theory suggests that mainstream IR scholarship does not adequately address the impacts of colonialism and imperialism on current day world politics. Despite using the language of post-, scholars of postcolonial IR argue that the legacies of colonialism are ongoing, and that critiquing international relations with this lens allows scholars to contextualize global events. By bridging postcolonialism and international relations, scholars point to the process of globalization as a crucial point in both fields, due to the increases in global interactions and integration. Postcolonial IR focuses on the re-narrativization of global politics to create a balanced transnational understanding of colonial histories, and attempts to tie non-Western sources of thought into political praxis.
The Empire Writes Back: Theory and Practice in Post-Colonial Literatures is a 1989 non-fiction book on postcolonialism, penned by Bill Ashcroft, Gareth Griffiths and Helen Tiffin. The Empire Writes Back was the first major theoretical account of a wide range of postcolonial texts and their relationship with bigger issues of postcolonial culture, and is said to be one of the most significant and important works published in the field of postcolonialism. The writers debate on the relationships within postcolonial works, study the mighty forces acting on words in the postcolonial text, and prove how these texts constitute a radical critique of Eurocentric notions of language and literature. First released in 1989, this book had a second edition published in 2002.
Pradip Basu is an Indian political scientist. He is currently a professor of political science at the Presidency University, Kolkata.
Decoloniality is a school of thought that aims to delink from Eurocentric knowledge hierarchies and ways of being in the world in order to enable other forms of existence on Earth. It critiques the perceived universality of Western knowledge and the superiority of Western culture, including the systems and institutions that reinforce these perceptions. Decolonial perspectives understand colonialism as the basis for the everyday function of capitalist modernity and imperialism.
Decolonising the Mind: the Politics of Language in African Literature, by the Kenyan novelist and post-colonial theorist Ngũgĩ wa Thiong'o, is a collection of essays about language and its constructive role in national culture, history, and identity. The book, which advocates linguistic decolonization, is one of Ngũgĩ's best-known and most-cited non-fiction publications, helping to cement him as a preeminent voice theorizing the "language debate" in post-colonial studies.
Vivek Aslam Chibber is an American academic, social theorist, editor, and professor of sociology at New York University, who has published widely on development, social theory, and politics. Chibber is the author of three books, The Class Matrix: Social Theory after the Cultural Turn, Postcolonial Theory and the Specter of Capital and Locked in Place: State-Building and Late Industrialization in India.
Postcolonial Theory and the Specter of Capital is a 2013 book by the Indian sociologist and New York University professor Vivek Chibber.
Embedded feminism is the attempt of state authorities to legitimize an intervention in a conflict by co-opting feminist discourses and instrumentalizing feminist activists and groups for their own agenda. This term was introduced in the analysis of the US-led invasion of Afghanistan, but can also be applied to several historical examples where women's rights were used as justification and legitimization of Western interventionism.