Subaltern (post-colonialism)
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postcolonial studies 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. More specifically, it is ...
and in critical theory, 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 In modern parlance, a colony is a territory subject to a form of foreign rule. Though dominated by the foreign colonizers, colonies remain separate from the administration of the original country of the colonizers, the '' metropolitan state' ...
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. As a method of investigation and analysis of the political role of subaltern populations,
Karl Marx's theory of history ''Karl Marx's Theory of History: A Defence'' is a 1978 book by the philosopher G. A. Cohen, the culmination of his attempts to reformulate Karl Marx's doctrines of alienation, exploitation, and historical materialism. Cohen, who interprets ...
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'' denoted the
colonized Colonization, or colonisation, constitutes large-scale population movements wherein migrants maintain strong links with their, or their ancestors', former country – by such links, gain advantage over other inhabitants of the territory. When ...
peoples of the
Indian subcontinent The Indian subcontinent is a list of the physiographic regions of the world, physiographical region in United Nations geoscheme for Asia#Southern Asia, Southern Asia. It is situated on the Indian Plate, projecting southwards into the Indian O ...
, imperial history told from below, from the perspective of the colonised peoples, rather than from the perspective of the colonisers from
Western Europe Western Europe is the western region of Europe. The region's countries and territories vary depending on context. The concept of "the West" appeared in Europe in juxtaposition to "the East" and originally applied to the ancient Mediterranean ...
. By the 1980s, the Subaltern Studies method of historical enquiry was applied to
South Asia South Asia is the southern subregion of Asia, which is defined in both geographical Geography (from Greek: , ''geographia''. Combination of Greek words ‘Geo’ (The Earth) and ‘Graphien’ (to describe), literally "earth descr ...
n
historiography Historiography is the study of the methods of historians in developing history as an academic discipline, and by extension is any body of historical work on a particular subject. The historiography of a specific topic covers how historians ha ...
. As a method of intellectual discourse, the concept of the ''subaltern'' originated as a
Eurocentric Eurocentrism (also Eurocentricity or Western-centrism) is a worldview that is centered on Western civilization or a biased view that favors it over non-Western civilizations. The exact scope of Eurocentrism varies from the entire Western worl ...
method of historical enquiry for the study of non-Western peoples (of Africa, Asia, and the
Middle East The Middle East ( ar, الشرق الأوسط, ISO 233: ) is a geopolitical region commonly encompassing Arabia (including the Arabian Peninsula and Bahrain), Asia Minor (Asian part of Turkey except Hatay Province), East Thrace (Europ ...
) 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; h ...
social groups displaced to the margins of a society; in an imperial colony, a subaltern is a native man or woman without
human agency Agency is the capacity of an actor to act in a given environment. It is independent of the moral dimension, which is called moral agency. In ''sociology'', an agent is an individual engaging with the social structure. Notably, though, the prim ...
, as defined by his and her social status. Nonetheless, the feminist scholar Gayatri Chakravorty Spivak cautioned against an over-broad application of the term ''the subaltern'', because the word: 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), but contemporary evidence indicates that the term was a novel concept in Gramsci's political theory. The postcolonial critic
Homi K. Bhabha Homi Kharshedji Bhabha (; born 1 November 1949) is an Indian-British scholar and critical theorist. He is the Anne F. Rothenberg Professor of the Humanities at Harvard University. He is one of the most important figures in contemporary post ...
emphasized the importance of
social power In social science and politics, power is the social production of an effect that determines the capacities, actions, beliefs, or conduct of actors. Power does not exclusively refer to the threat or use of force (coercion) by one actor against ...
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. 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 Le ...
applied the term ''subaltern cosmopolitanism'' to describe the counter-hegemonic practice of social struggle against
Neoliberalism Neoliberalism (also neo-liberalism) is a term used to signify the late 20th century political reappearance of 19th-century ideas associated with free-market capitalism after it fell into decline following the Second World War. A prominent fa ...
and
globalization Globalization, or globalisation (English in the Commonwealth of Nations, Commonwealth English; American and British English spelling differences#-ise, -ize (-isation, -ization), see spelling differences), is the process of foreign relation ...
, especially the struggle against
social exclusion Social exclusion or social marginalisation is the social disadvantage and relegation to the fringe of society. It is a term that has been used widely in Europe and was first used in France in the late 20th century. It is used across discipline ...
. 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.


Theory

Postcolonial theory studies the
power Power most often refers to: * Power (physics), meaning "rate of doing work" ** Engine power, the power put out by an engine ** Electric power * Power (social and political), the ability to influence people or events ** Abusive power Power may a ...
and the continued dominance of Western ways of intellectual enquiry, the methods of generating
knowledge Knowledge can be defined as Descriptive knowledge, awareness of facts or as Procedural knowledge, practical skills, and may also refer to Knowledge by acquaintance, familiarity with objects or situations. Knowledge of facts, also called pro ...
. In the book '' Orientalism'' (1978),
Edward Said Edward Wadie Said (; , ; 1 November 1935 – 24 September 2003) was a Palestinian-American professor of literature at Columbia University, a public intellectual, and a founder of the academic field of postcolonial studies.Robert Young, ''Whit ...
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; h ...
. 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 Difference, The Difference, Differences or Differently may refer to: Music * ''Difference'' (album), by Dreamtale, 2005 * ''Differently'' (album), by Cassie Davis, 2009 ** "Differently" (song), by Cassie Davis, 2009 * ''The Difference'' (al ...
'' 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 The civilizing mission ( es, misión civilizadora; pt, Missão civilizadora; french: Mission civilisatrice) is a political rationale for military intervention and for colonization purporting to facilitate the Westernization of indigenous pe ...
, to help them become
modern Modern may refer to: History * Modern history ** Early Modern period ** Late Modern period *** 18th century *** 19th century *** 20th century ** Contemporary history * Moderns, a faction of Freemasonry that existed in the 18th century Phil ...
, in the Western sense; hence, the Eurocentric discourse 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'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 Folklore is shared by a particular group of people; it encompasses the traditions common to that culture, subculture or group. This includes oral traditions such as tales, legends, proverbs and jokes. They include material culture, ranging ...
. To be heard and to be known, the subaltern native must adopt Western ways of knowing (language, thought, reasoning); because of such
Westernization Westernization (or Westernisation), also Europeanisation or occidentalization (from the ''Occident''), is a process whereby societies come under or adopt Western culture in areas such as industry, technology, science, education, politics, econo ...
, 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 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 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, 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.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 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 Mimesis (; grc, μίμησις, ''mīmēsis'') is a term used in literary criticism and philosophy that carries a wide range of meanings, including '' imitatio'', imitation, nonsensuous similarity, receptivity, representation, mimicry, the ...
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 Deconstruction Postmodern theory Cultural hegemony fr:Subalternité