In
postcolonial studies and in
critical theory
A critical theory is any approach to social philosophy that focuses on society and culture to reveal, critique and challenge power structures. With roots in sociology and literary criticism, it argues that social problems stem more from soci ...
, the term subaltern designates and identifies 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
Antonio Francesco Gramsci ( , , ; 22 January 1891 – 27 April 1937) was an Italian Marxist philosopher, journalist, linguist, writer, and politician. He wrote on philosophy, political theory, sociology, history, and linguistics. He was a ...
coined the term ''subaltern'' to identify the
cultural hegemony
In Marxist philosophy, cultural hegemony is the dominance of a culturally diverse society by the ruling class who manipulate the culture of that society—the beliefs and explanations, perceptions, values, and mores—so that the worldview of t ...
that excludes and displaces specific people and social groups from the socio-economic institutions of society, in order to deny their
agency
Agency may refer to:
Organizations
* Institution, governmental or others
** Advertising agency or marketing agency, a service business dedicated to creating, planning and handling advertising for its clients
** Employment agency, a business that ...
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
The Subaltern Studies Group (SSG) or Subaltern Studies Collective is a group of South Asian scholars interested in the postcolonial and post-imperial societies. The term ''Subaltern Studies'' is sometimes also applied more broadly to others who sha ...
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.
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
The proletariat (; ) is the social class of wage-earners, those members of a society whose only possession of significant economic value is their labour power (their capacity to work). A member of such a class is a proletarian. Marxist philo ...
; that the ''who?'' and the ''what?'' of
social class
A social class is a grouping of people into a set of Dominance hierarchy, hierarchical social categories, the most common being the Upper class, upper, Middle class, middle and Working class, lower classes. Membership in a social class can for ...
are determined by the economic relations among the social classes of a society. Since the 1970s, the term ''subaltern'' 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.
Denotations
In postcolonial theory, the term ''subaltern'' describes the lower social classes and
the Other
In phenomenology, the terms the Other and the Constitutive Other identify the other human being, in their differences from the Self, as being a cumulative, constituting factor in the self-image of a person; as acknowledgement of being real; he ...
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
Social status is the level of social value a person is considered to possess. More specifically, it refers to the relative level of respect, honour, assumed competence, and deference accorded to people, groups, and organizations in a society. Stat ...
. Nonetheless, the feminist scholar
Gayatri Chakravorty Spivak
Gayatri Chakravorty Spivak (born 24 February 1942) 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 Lite ...
cautioned against an over-broad application of the term ''the subaltern'', because the word:
In
Marxist theory
Marxist philosophy or Marxist theory are works in philosophy that are strongly influenced by Karl Marx's materialist approach to theory, or works written by Marxists. Marxist philosophy may be broadly divided into Western Marxism, which drew fro ...
, the civil sense of the term ''subaltern'' was first used by
Antonio Gramsci
Antonio Francesco Gramsci ( , , ; 22 January 1891 – 27 April 1937) was an Italian Marxist philosopher, journalist, linguist, writer, and politician. He wrote on philosophy, political theory, sociology, history, and linguistics. He was a ...
(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), but contemporary evidence indicates that the term was a novel concept in Gramsci's political theory. 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
In the fields of sociology and political science, authority is the legitimate power of a person or group over other people. In a civil state, ''authority'' is practiced in ways such a judicial branch or an executive branch of government.''The N ...
of the social groups who hold hegemonic power.
In ''Toward a New Legal Common Sense'' (2002), the sociologist
Boaventura de Sousa Santos
Boaventura de Sousa Santos (born November 15, 1940, in Coimbra, Portugal) is a Professor emeritus at the School of Economics at the University of Coimbra, Distinguished Legal Scholar at the University of Wisconsin-Madison Law School, Global L ...
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
Shudra or ''Shoodra'' (Sanskrit: ') is one of the four '' varnas'' of the Hindu caste system and social order in ancient India. Various sources translate it into English as a caste, or alternatively as a social class. Theoretically, class ser ...
'' and
''Dalits'' (also known as Untouchables), and rural migrant labourers are part of the subaltern social stratum.
Theory
Postcolonial theory studies the
power and the continued dominance of Western ways of intellectual enquiry, the methods of generating
knowledge. In the book ''
Orientalism
In art history, literature and cultural studies, Orientalism is the imitation or depiction of aspects in the Eastern world. These depictions are usually done by writers, designers, and artists from the Western world. In particular, Orientalist p ...
'' (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
In phenomenology, the terms the Other and the Constitutive Other identify the other human being, in their differences from the Self, as being a cumulative, constituting factor in the self-image of a person; as acknowledgement of being real; he ...
. 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
Discourse is a generalization of the notion of a conversation to any form of communication. Discourse is a major topic in social theory, with work spanning fields such as sociology, anthropology, continental philosophy, and discourse analysis. ...
of Orientalism excludes the voices of the subaltern natives, the Orientals, themselves.
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.
The voice of the subaltern
In ''Geographies of Post colonialism'' (2008), Joanne Sharp developed
Spivak
Spivak or Spivack is a surname of Ukrainian language origin, meaning ''singer''. It is also common among Ukrainian Jews, in which case it refers to cantor. The name may refer to:
* Charlie Spivak (1907–1982), American trumpeter and bandleader ...
'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
Myth is a folklore genre consisting of Narrative, narratives that play a fundamental role in a society, such as foundational tales or Origin myth, origin myths. Since "myth" is widely used to imply that a story is not Objectivity (philosophy), ...
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. 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
Fernando Coronil (November 30, 1944 Caracas – August 16, 2011, New York City) was a Venezuelan anthropologist and historian best known for his study of the politics of oil in Venezuela.
Biography
Fernando Coronil was born in Caracas, Venezuel ...
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."
Like Spivak,
bell hooks
Gloria Jean Watkins (September 25, 1952December 15, 2021), better known by her pen name bell hooks, was an American author and social activist who was Distinguished Professor in Residence at Berea College. She is best known for her writings on ...
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:
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.
Development discourse
Mainstream development discourse, which is based upon knowledge of colonialism and
Orientalism
In art history, literature and cultural studies, Orientalism is the imitation or depiction of aspects in the Eastern world. These depictions are usually done by writers, designers, and artists from the Western world. In particular, Orientalist p ...
, concentrates upon
modernization theory
Modernization theory is used to explain the process of modernization within societies. The "classical" theories of modernization of the 1950s and 1960s drew on sociological analyses of Karl Marx, Emile Durkheim and a partial reading of Max Weber, ...
, 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.
[Lawson, Victoria. ''Making Development Geography''. UK: Hodder Education, 2007.]
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.
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
Discourse is a generalization of the notion of a conversation to any form of communication. Discourse is a major topic in social theory, with work spanning fields such as sociology, anthropology, continental philosophy, and discourse analysis. ...
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.
References
Bibliography
* Dube, Saurabh / Seth, Sanjay / Skaria, Ajay (Ed.): ''Dipesh Chakrabarty and the Global South: Subaltern Studies, Postcolonial Perspectives, and the Anthropocene'', Routledge, London/New York 2020.
*Darder'', Antonia: Decolonizing Interpretive Research: A Subaltern Methodology for Social Change'', Routledge, London/New York 2019.
*Santos, Boaventura de Sousa: ''Toward a New Legal Common Sense'', 2nd ed. (London: LexisNexis Butterworths), particularly, 2002: 458–493.
*Chakrabarty, Dipesh: ''Habitations of Modernity: Essays in the Wake of Subaltern Studies''. University of Chicago Press 2002.
*Rodríguez, Ileana: ''The Latin American subaltern studies reader.'' Duke University Press, North Carolina 2001.
*Guha, Ranajit: ''Subaltern Studies Reader, 1986-1995''. University of Minnesota Press 1997.
*Bhabha, Homi K.: "Unsatisfied: notes on vernacular cosmopolitanism." In: ''Text and Nation: Cross-Disciplinary Essays on Cultural and National Identities''. Ed. Laura Garcia-Moreno and Peter C. Pfeiffer. Columbia, SC: Camden House, 1996: 191-207.
* Spivak, Gayatri Chakravorty: "Can the Subaltern Speak?". In: ''Marxism and the Interpretation of Culture''. Eds. Cary Nelson and Lawrence Grossberg. Urbana, IL: University of Illinois Press, 1988: 271-313.
External links
Contemporary Postcolonial and Postimperial LiteratureCan the Subaltern Speak? by Gayatri Chakravorty SpivakSubaltern.org: An organization for underrepresented artists.**The website defines "Subaltern" in the following manner: "Originally a term for subordinates in military hierarchies, the term subaltern is elaborated in the work of Antonio Gramsci to refer to groups who are outside the established structures of political representation. In 'Can the Subaltern Speak?' Gayatri Spivak suggests that the subaltern is denied access to both
mimetic and political forms of representation."
Subaltern studies bibliographySubalternstudies.com: An academic collective for the study of the subaltern within media, communications, and cultural studies* Voices from the Aapravasi Ghat, Khal TOrabully, http://www.potomitan.info/torabully/voices.php
{{Theories of History
Antonio Gramsci
Social groups
Postcolonialism
Neocolonialism
Cultural studies
Literary theory
Critical race theory
Critical theory
Post-structuralism
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Postmodern theory
Cultural hegemony
fr:Subalternité