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European colonialism and
colonization 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 ...
was the policy or practice of acquiring full or partial political control over other societies and territories, founding a colony, occupying it with settlers, and exploiting it economically. For example, colonial policies, such as the type of rule implemented, the nature of investments, and identity of the colonizers, are cited as impacting postcolonial states. Examination of the
state-building State-building as a specific term in social sciences and humanities, refers to political and historical processes of creation, institutional consolidation, stabilization and sustainable development of states, from the earliest emergence of sta ...
process,
economic development In the economics study of the public sector, economic and social development is the process by which the economic well-being and quality of life of a nation, region, local community, or an individual are improved according to targeted goals and ...
, and cultural norms and
mores Mores (, sometimes ; , plural form of singular , meaning "manner, custom, usage, or habit") are social norms that are widely observed within a particular society or culture. Mores determine what is considered morally acceptable or unacceptable ...
shows the direct and indirect consequences of colonialism on the postcolonial states.


History of colonisation and decolonization

The era of European colonialism lasted from the 15th to 20th centuries and involved European powers vastly extending their reach around the globe by establishing colonies in the
Americas The Americas, which are sometimes collectively called America, are a landmass comprising the totality of North America, North and South America. The Americas make up most of the land in Earth's Western Hemisphere and comprise the New World. ...
,
Africa Africa is the world's second-largest and second-most populous continent, after Asia in both cases. At about 30.3 million km2 (11.7 million square miles) including adjacent islands, it covers 6% of Earth's total surface area ...
, and
Asia Asia (, ) is one of the world's most notable geographical regions, which is either considered a continent in its own right or a subcontinent of Eurasia, which shares the continental landmass of Afro-Eurasia with Africa. Asia covers an are ...
. The dismantling of European empires following
World War II World War II or the Second World War, often abbreviated as WWII or WW2, was a world war that lasted from 1939 to 1945. It involved the World War II by country, vast majority of the world's countries—including all of the great power ...
saw the process of
decolonization Decolonization or decolonisation is the undoing of colonialism, the latter being the process whereby imperial nations establish and dominate foreign territories, often overseas. Some scholars of decolonization focus especially on separatism, in ...
begin in earnest. In 1941,
President President most commonly refers to: *President (corporate title) * President (education), a leader of a college or university * President (government title) President may also refer to: Automobiles * Nissan President, a 1966–2010 Japanese ...
Franklin D. Roosevelt and
British Prime Minister The prime minister of the United Kingdom is the head of government of the United Kingdom. The prime minister advises the sovereign on the exercise of much of the royal prerogative, chairs the Cabinet and selects its ministers. As moder ...
Winston Churchill Sir Winston Leonard Spencer Churchill (30 November 187424 January 1965) was a British statesman, soldier, and writer who served as Prime Minister of the United Kingdom twice, from 1940 to 1945 during the Second World War, and again from ...
jointly released the
Atlantic Charter The Atlantic Charter was a statement issued on 14 August 1941 that set out American and British goals for the world after the end of World War II. The joint statement, later dubbed the Atlantic Charter, outlined the aims of the United States and ...
, which broadly outlined the goals of the U.S. and British governments. One of the main clauses of the charter acknowledged the right of all people to choose their own government. The document became the foundation for the
United Nations The United Nations (UN) is an intergovernmental organization whose stated purposes are to maintain international peace and security, develop friendly relations among nations, achieve international cooperation, and be a centre for harmoni ...
and all of its components were integrated into the
UN Charter The Charter of the United Nations (UN) is the foundational treaty of the UN, an intergovernmental organization. It establishes the purposes, governing structure, and overall framework of the UN system, including its six principal organs: th ...
, giving the organization a mandate to pursue global decolonization.


Varieties of colonialism

Historians generally distinguish two main varieties established by European colonials: the first is
settler colonialism Settler colonialism is a structure that perpetuates the elimination of Indigenous people and cultures to replace them with a settler society. Some, but not all, scholars argue that settler colonialism is inherently genocidal. It may be enacted ...
, where farms and towns were established by arrivals from Europe. Second, exploitation colonialism, purely extractive and exploitative colonies whose primary function was to develop economic exports. These frequently overlapped or existed on a spectrum.


Settler colonialism

Settler colonialism is a form of colonisation where foreign citizens move into a region and create permanent or temporary settlements called
colonies 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'' ...
. The creation of settler colonies often resulted in the
forced migration Forced displacement (also forced migration) is an involuntary or coerced movement of a person or people away from their home or home region. The UNHCR defines 'forced displacement' as follows: displaced "as a result of persecution, conflict, g ...
of indigenous peoples to less desirable territories. This practice is exemplified in the colonies established in what became the United States, New Zealand, Namibia, South Africa, Canada, Brazil, Uruguay, Chile, Argentina, and Australia. Native populations frequently suffered population collapse due to contact with new diseases. The resettlement of indigenous peoples frequently occurs along demographic lines, but the central stimulus for resettlement is access to desirable territory. Regions free of tropical disease with easy access to trade routes were favorable. When Europeans settled in these desirable territories, natives were forced out and regional power was seized by the colonialists. This type of colonial behavior led to the disruption of local customary practices and the transformation of
socioeconomic Socioeconomics (also known as social economics) is the social science that studies how economic activity affects and is shaped by social processes. In general it analyzes how modern societies progress, stagnate, or regress because of their l ...
systems.
Ugandan }), is a landlocked country in East Africa. The country is bordered to the east by Kenya, to the north by South Sudan, to the west by the Democratic Republic of the Congo, to the south-west by Rwanda, and to the south by Tanzania. The souther ...
academic
Mahmood Mamdani Mahmood Mamdani, FBA (born 23 April 1946) is an Indian-born Ugandan academic, author, and political commentator. He currently serves as the Chancellor of Kampala International University, Uganda. He was the director of the Makerere Institute o ...
cites "the destruction of communal autonomy, and the defeat and dispersal of tribal populations" as one primary factor in colonial oppression. As
agricultural expansion Agricultural expansion describes the growth of agricultural land (arable land, pastures, etc.) especially in the 20th and 21st centuries. The agricultural expansion is often explained as a direct consequence of the global increase in food and en ...
continued through the territories, native populations were further displaced to clear fertile farmland.
Daron Acemoglu Kamer Daron Acemoğlu (; born September 3, 1967) is a Turkish-born American economist who has taught at the Massachusetts Institute of Technology (MIT) since 1993. He is currently the James Rhyne Killian, Elizabeth and James Killian Professor of ...
, James A. Robinson, and Simon Johnson theorize that Europeans were more likely to form settler colonies in areas where they would not face high mortality rates due to disease and other
exogenous In a variety of contexts, exogeny or exogeneity () is the fact of an action or object originating externally. It contrasts with endogeneity or endogeny, the fact of being influenced within a system. Economics In an economic model, an exogen ...
factors. Many settler colonies sought to establish European-like institutions and practices that granted certain personal freedoms and allowed settlers to become wealthy by engaging in trade. Thus, jury trials, freedom from arbitrary arrest, and electoral representation were implemented to allow settlers rights similar to those enjoyed in Europe, though these rights generally did not apply to the indigenous people.


Exploitation colonialism

Exploitation colonialism is a form of colonisation where foreign armies conquer a country in order to control and capitalize on its natural resources and indigenous population. Acemoglu, Johnson, and Robinson argue, "institutions stablished by colonialsdid not introduce much protection for private property, nor did they provide checks and balances against government expropriation. In fact, the main purpose of the extractive state was to transfer as much of the resources of the colony to the colonizer, with the minimum amount of investment possible." Since these colonies were created with the intent to extract resources, colonial powers had no incentives to invest in institutions or infrastructure that did not support their immediate goals. Thus, Europeans established authoritarian regimes in these colonies, which had no limits on state power. The policies and practices carried out by
King Leopold II of Belgium * german: link=no, Leopold Ludwig Philipp Maria Viktor , house = Saxe-Coburg and Gotha , father = Leopold I of Belgium , mother = Louise of Orléans , birth_date = , birth_place = Brussels, Belgium , death_date = ...
in the
Congo Basin The Congo Basin (french: Bassin du Congo) is the sedimentary basin of the Congo River. The Congo Basin is located in Central Africa, in a region known as west equatorial Africa. The Congo Basin region is sometimes known simply as the Congo. It con ...
are an extreme example of exploitation colonialism. E. D. Morel detailed the atrocities in multiple articles and books. Morel believed the Belgian system that eliminated traditional, commercial markets in favor of pure exploitation was the root cause of the injustice in the Congo. Under the "veil of philanthropic motive", King Leopold received the consent of multiple international governments (including the
United States The United States of America (U.S.A. or USA), commonly known as the United States (U.S. or US) or America, is a country Continental United States, primarily located in North America. It consists of 50 U.S. state, states, a Washington, D.C., ...
,
Great Britain Great Britain is an island in the North Atlantic Ocean off the northwest coast of continental Europe. With an area of , it is the largest of the British Isles, the largest European island and the ninth-largest island in the world. It ...
, and
France France (), officially the French Republic ( ), is a country primarily located in Western Europe. It also comprises of Overseas France, overseas regions and territories in the Americas and the Atlantic Ocean, Atlantic, Pacific Ocean, Pac ...
) to assume trusteeship of the vast region in order to support the elimination of the
slave trade Slavery and enslavement are both the state and the condition of being a slave—someone forbidden to quit one's service for an enslaver, and who is treated by the enslaver as property. Slavery typically involves slaves being made to perf ...
. Leopold positioned himself as proprietor of an area totaling nearly one million square miles, which was home to nearly 20 million Africans. After establishing dominance in the Congo Basin, Leopold extracted large quantities of
ivory Ivory is a hard, white material from the tusks (traditionally from elephants) and teeth of animals, that consists mainly of dentine, one of the physical structures of teeth and tusks. The chemical structure of the teeth and tusks of mammals i ...
,
rubber Rubber, also called India rubber, latex, Amazonian rubber, ''caucho'', or ''caoutchouc'', as initially produced, consists of polymers of the organic compound isoprene, with minor impurities of other organic compounds. Thailand, Malaysia, and ...
, and other natural resources. It has been estimated that Leopold made 1.1 billion in 2005 dollars by employing a variety of exploitative tactics. Soldiers demanded unrealistic quantities of rubber be collected by African villagers, and when these goals were not met, the soldiers held women hostage, beat or killed the men, and burned crops. These and other forced labor practices caused the birth rate to decline as famine and disease spread. All of this was done at very little monetary cost to Belgium. M. Crawford Young observed, "
he Belgian companies He or HE may refer to: Language * He (pronoun), an English pronoun * He (kana), the romanization of the Japanese kana へ * He (letter), the fifth letter of many Semitic alphabets * He (Cyrillic), a letter of the Cyrillic script called ''He'' in ...
brought little capital – a mere 8000 pounds ... o the Congo basin– and instituted a reign of terror sufficient to provoke an embarrassing public-protest campaign in Britain and the United States at a time when the threshold of toleration for colonial brutality was high." The system of government implemented in the Congo by Belgium was authoritarian and oppressive. Multiple scholars view the roots of authoritarianism under Mobutu as the result of colonial practices.


Indirect and direct rule of the colonial political system

Systems of colonial rule can be broken into the binary classifications of direct and indirect rule. During the era of colonisation, Europeans were faced with the monumental task of administrating the vast colonial territories around the globe. The initial solution to this problem was direct rule, which involves the establishment of a centralized European authority within a territory run by colonial officials. In a system of direct rule, the native population is excluded from all but the lowest level of the colonial government. Mamdani defines direct rule as centralized
despotism Despotism ( el, Δεσποτισμός, ''despotismós'') is a form of government in which a single entity rules with absolute power. Normally, that entity is an individual, the despot; but (as in an autocracy) societies which limit respect an ...
: a system where natives were not considered
citizens Citizenship is a "relationship between an individual and a state to which the individual owes allegiance and in turn is entitled to its protection". Each state determines the conditions under which it will recognize persons as its citizens, and ...
. By contrast, indirect rule integrates pre-established local elites and native institutions into the administration of the colonial government. Indirect rule maintains good pre-colonial institutions and fosters development within the local culture. Mamdani classifies indirect rule as “decentralized despotism,” where day-to-day operations were handled by local chiefs, but the true authority rested with the colonial powers.


Indirect rule

In certain cases, as in
India India, officially the Republic of India (Hindi: ), is a country in South Asia. It is the List of countries and dependencies by area, seventh-largest country by area, the List of countries and dependencies by population, second-most populous ...
, the colonial power directed all decisions related to foreign policy and defense, while the indigenous population controlled most aspects of internal administration. This led to autonomous indigenous communities that were under the rule of local tribal chiefs or kings. These chiefs were either drawn from the existing social hierarchy or were newly minted by the colonial authority. In areas under indirect rule, traditional authorities acted as intermediaries for the “despotic” colonial rule, while the colonial government acted as an advisor and only interfered in extreme circumstances. Often, with the support of the colonial authority, natives gained more power under indirect colonial rule than they had in the pre-colonial period. Mamdani points out that indirect rule was the dominant form of colonialism and therefore most who were colonized bore colonial rule that was delivered by their fellow natives. The purpose of indirect rule was to allow natives to govern their own affairs through “customary law.” In practice though, the native authority decided on and enforced its own unwritten rules with the support of the colonial government. Rather than following the
rule of law The rule of law is the political philosophy that all citizens and institutions within a country, state, or community are accountable to the same laws, including lawmakers and leaders. The rule of law is defined in the ''Encyclopedia Britannic ...
, local chiefs enjoyed judicial, legislative, executive, and administrative power in addition to legal arbitrariness.


Direct rule

In systems of direct rule, European colonial officials oversaw all aspects of governance, while natives were placed in an entirely subordinate role. Unlike indirect rule, the colonial government did not convey orders through local elites, but rather oversaw administration directly. European laws and customs were imported to supplant traditional power structures. Joost van Vollenhoven, Governor-General of
French West Africa French West Africa (french: Afrique-Occidentale française, ) was a federation of eight French colonial territories in West Africa: Mauritania, Senegal, French Sudan (now Mali), French Guinea (now Guinea), Ivory Coast, Upper Volta (now B ...
, 1917-1918, described the role of the traditional chiefs in by saying, “his functions were reduced to that of a mouthpiece for orders emanating from the outside... he chiefshave no power of their own of any kind. There are not two authorities in the ''cercle'''','' the French authority and the native authority; there is only one.” The chiefs were therefore ineffective and not highly regarded by the indigenous population. There were even instances where people under direct colonial rule secretly elected a real chief in order to retain traditional rights and customs. Direct rule deliberately removed traditional power structures in order to implement uniformity across a region. The desire for regional homogeneity was the driving force behind the
French colonial French colonial architecture includes several styles of architecture used by the French during colonization. Many former French colonies, especially those in Southeast Asia, have previously been reluctant to promote their colonial architectur ...
doctrine of
Assimilation Assimilation may refer to: Culture * Cultural assimilation, the process whereby a minority group gradually adapts to the customs and attitudes of the prevailing culture and customs ** Language shift, also known as language assimilation, the prog ...
. The French style of colonialism stemmed from the idea that the
French Republic France (), officially the French Republic ( ), is a country primarily located in Western Europe. It also comprises of Overseas France, overseas regions and territories in the Americas and the Atlantic Ocean, Atlantic, Pacific Ocean, Pac ...
was a symbol of universal equality. As part of a civilizing mission, the European principles of equality were translated into legislation abroad. For the French colonies, this meant the enforcement of the French penal code, the right to send a representative to
parliament In modern politics, and history, a parliament is a legislative body of government. Generally, a modern parliament has three functions: representing the electorate, making laws, and overseeing the government via hearings and inquiries. Th ...
, and imposition of
tariff A tariff is a tax imposed by the government of a country or by a supranational union on imports or exports of goods. Besides being a source of revenue for the government, import duties can also be a form of regulation of foreign trade and p ...
laws as a form of economic assimilation. Requiring natives to assimilate in these and other ways, created an ubiquitous, European-style identity that made no attempt to protect native identities. Indigenous people living in colonized societies were obliged to obey European laws and customs or be deemed “uncivilized” and denied access to any European rights.


Comparative outcomes between indirect and direct rule

Both direct and indirect rule have persistent, long term effects on the success of former colonies. Lakshmi Iyer, of
Harvard Business School Harvard Business School (HBS) is the graduate business school of Harvard University, a private research university in Boston, Massachusetts. It is consistently ranked among the top business schools in the world and offers a large full-time MBA ...
, conducted research to determine the impact type of rule can have on a region, looking at postcolonial India, where both systems were present under
British rule The British Raj (; from Hindi ''rāj'': kingdom, realm, state, or empire) was the rule of the British Crown on the Indian subcontinent; * * it is also called Crown rule in India, * * * * or Direct rule in India, * Quote: "Mill, who was hims ...
. Iyer's findings suggests that regions which had previously been ruled indirectly were generally better-governed and more capable of establishing effective institutions than areas under direct British rule. In the modern postcolonial period, areas formerly ruled directly by the British perform worse economically and have significantly less access to various
public goods In economics, a public good (also referred to as a social good or collective good)Oakland, W. H. (1987). Theory of public goods. In Handbook of public economics (Vol. 2, pp. 485-535). Elsevier. is a good that is both non-excludable and non-riv ...
, such as
health care Health care or healthcare is the improvement of health via the prevention, diagnosis, treatment, amelioration or cure of disease, illness, injury, and other physical and mental impairments in people. Health care is delivered by health pr ...
,
public infrastructure Public infrastructure is infrastructure owned or available for use by the public (represented by the government). It is distinguishable from generic or private infrastructure in terms of policy, financing, purpose, etc. Public infrastructure is ...
, and
education Education is a purposeful activity directed at achieving certain aims, such as transmitting knowledge or fostering skills and character traits. These aims may include the development of understanding, rationality, kindness, and honesty ...
. In his book ''Citizen and Subject: Contemporary Africa and the Legacy of Colonialism'', Mamdani claims the two types of rule were each sides of the same coin. He explains that colonialists did not exclusively use one system of rule over another. Instead, European powers divided regions along urban-rural lines and instituted separate systems of government in each area. Mamdani refers to the formal division of rural and urban natives by colonizers as the “bifurcated state.” Urban areas were ruled directly by the colonizers under an imported system of European law, which did not recognize the validity of native institutions. In contrast, rural populations were ruled indirectly by customary and traditional law and were therefore subordinate to the “civilized” urban citizenry. Rural inhabitants were viewed as “uncivilized” subjects and were deemed unfit to receive the benefits of citizenship. The rural subjects, Mamdani observed, had only a “modicum of civil rights,” and were entirely excluded from all political rights. Mamdani argues that current issues in postcolonial states are the result of colonial government partition, rather than simply poor governance as others have claimed. Current systems — in Africa and elsewhere — are riddled with an institutional legacy that reinforces a divided society. Using the examples of
South Africa South Africa, officially the Republic of South Africa (RSA), is the southernmost country in Africa. It is bounded to the south by of coastline that stretch along the South Atlantic and Indian Oceans; to the north by the neighbouring coun ...
and Uganda, Mamdani observed that, rather than doing away with the bifurcated model of rule, postcolonial regimes have reproduced it.Mamdani 1996, pp. 287-288 Although he uses only two specific examples, Mamdani maintains that these countries are simply paradigms representing the broad institutional legacy colonialism left on the world. He argues that modern states have only accomplished "deracialization" and not democratization following their independence from colonial rule. Instead of pursuing efforts to link their fractured society, centralized control of the government stayed in urban areas and reform focused on “reorganizing the bifurcated power forged under colonialism.” Native authorities that operated under indirect rule have not been brought into the mainstream reformation process; instead, development has been “enforced” on the rural peasantry. In order to achieve autonomy, successful democratization, and good governance, states must overcome their fundamental schisms: urban versus rural, customary versus modern, and participation versus representation.


Colonial actions and their impacts

European colonizers engaged in various actions around the world that had both short term and long term consequences for the colonized. Numerous scholars have attempted to analyze and categorize colonial activities by determining if they have positive or negative outcomes.
Stanley Engerman Stanley Lewis Engerman (born March 14, 1936) is an economist and economic historian at the University of Rochester. He received his Ph.D. in economics in 1962 from Johns Hopkins University. Engerman is known for his quantitative historical work ...
and
Kenneth Sokoloff Kenneth Lee Sokoloff (July 27, 1952 – May 21, 2007) was an American economic historian who was broadly interested in the interaction between initial factor endowments, institutions, and economic growth. In particular, he examined the influenc ...
categorized activities, which were driven by regional factor endowments, by determining whether they were associated with high or low levels of economic development. Acemoglu, Johnson, and Robinson attempted to understand what institutional changes caused previously rich countries to become poor after colonization. Melissa Dell documented the persistent, damaging effects of colonial labor exploitation under the mit'a mining system in Peru; showing significant differences in height and road access between previous mit'a and non-mit'a communities. Miriam Bruhn and Francisco A. Gallego employed a simple tripartite classification: good, bad, and ugly. Regardless of the system of classification, the fact remains, colonial actions produced varied outcomes which continue to be relevant. In trying to assess the legacy of colonization, some researchers have focused on the type of political and economic institutions that existed before the arrival of Europeans. Heldring and Robinson conclude that while colonization in Africa had overall negative consequences for political and economic development in areas that had previous centralized institutions or that hosted white settlements, it possibly had a positive impact in areas that were virtually stateless, like South Sudan or Somalia. In a complementary analysis, Gerner Hariri observed that areas outside Europe which had State-like institutions before 1500 tend to have less open political systems today. According to the scholar, this is due to the fact that during the colonization, European liberal institutions were not easily implemented. Beyond the military and political advantages, it is possible to explain the domination of European countries over non-European areas by the fact that capitalism did not emerge as the dominant economic institution elsewhere. As Ugo Pipitone argues, prosperous economic institutions that sustain growth and innovation did not prevail in areas like China, the Arab world, or Mesoamerica because of the excessive control of these proto-States on private matters.


Reorganization of borders


Defining borders

Throughout the era of European colonization, those in power routinely partitioned land masses and created borders that are still in place today. It has been estimated that Britain and France traced almost 40% of the entire length of today's international boundaries. Sometimes boundaries were naturally occurring, like rivers or mountains, but other times these borders were artificially created and agreed upon by colonial powers. The
Berlin Conference The Berlin Conference of 1884–1885, also known as the Congo Conference (, ) or West Africa Conference (, ), regulated European colonisation and trade in Africa during the New Imperialism period and coincided with Germany's sudden emergenc ...
of 1884 systemized European colonization in Africa and is frequently acknowledged as the genesis of the
Scramble for Africa The Scramble for Africa, also called the Partition of Africa, or Conquest of Africa, was the invasion, annexation, division, and colonization of most of Africa by seven Western European powers during a short period known as New Imperialism ...
. The Conference implemented the Principle of Effective Occupation in Africa which allowed European states with even the most tenuous connection to an African region to claim dominion over its land, resources, and people. In effect, it allowed for the arbitrary construction of sovereign borders in a territory where they had never previously existed. Jeffrey Herbst has written extensively on the impact of state organization in Africa. He notes, because the borders were artificially created, they generally do not conform to “typical demographic, ethnographic, and topographic boundaries.” Instead, they were manufactured by colonialists to advance their political goals. This led to large scale issues, like the division of ethnic groups; and small scale issues, such as families’ homes being separated from their farms. William F. S. Miles of
Northeastern University Northeastern University (NU) is a private research university with its main campus in Boston. Established in 1898, the university offers undergraduate and graduate programs on its main campus as well as satellite campuses in Charlotte, North Ca ...
, argues that this perfunctory division of the entire continent created expansive ungoverned borderlands. These borderlands persist today and are havens for crimes like human trafficking and arms smuggling.


Modern preservation of the colonially defined borders

Herbst notes a modern paradox regarding the colonial borders in Africa: while they are arbitrary there is a consensus among African leaders that they must be maintained. Organization of African Unity in 1963 cemented colonial boundaries permanently by proclaiming that any changes made were illegitimate. This, in effect, avoided readdressing the basic injustice of colonial partition, while also reducing the likelihood of inter-state warfare as territorial boundaries were considered immutable by the international community. Modern national boundaries are thus remarkably invariable, though the stability of the nation states has not followed in suit. Some African states are plagued by internal issues such as inability to effectively collect taxes and weak national identities. Lacking any external threats to their sovereignty, these countries have failed to consolidate power, leading to weak or failed states. Though the colonial boundaries sometimes caused internal strife and hardship, some present day leaders benefit from the desirable borders their former colonial overlords drew. For example,
Nigeria Nigeria ( ), , ig, Naìjíríyà, yo, Nàìjíríà, pcm, Naijá , ff, Naajeeriya, kcg, Naijeriya officially the Federal Republic of Nigeria, is a country in West Africa. It is situated between the Sahel to the north and the Gulf o ...
's inheritance of an outlet to the sea — and the trading opportunities a port affords — gives the nation a distinct economic advantage over its neighbor,
Niger ) , official_languages = , languages_type = National languagesfactor endowments A factor endowment, in economics, is commonly understood to be the amount of land, labor, capital, and entrepreneurship that a country possesses and can exploit for manufacturing. Countries with a large endowment of resources tend to be more prosp ...
into state controlled assets.


Differing colonial investments

When European colonials entered a region, they invariably brought new resources and capital management. Different investment strategies were employed, which included focuses on health, infrastructure, or education. All colonial investments have had persistent effects on postcolonial societies, but certain types of spending have proven to be more beneficial than others. French
economist An economist is a professional and practitioner in the social sciences, social science discipline of economics. The individual may also study, develop, and apply theories and concepts from economics and write about economic policy. Within this ...
Élise Huillery conducted research to determine specifically what types of public spending were associated with high levels of current development. Her findings were twofold. First, Huillery observes that the nature of colonial investments can directly influence current levels of performance. Increased spending in education led to higher school attendance; additional doctors and
medical facilities A health facility is, in general, any location where healthcare is provided. Health facilities range from small clinics and doctor's offices to urgent care centers and large hospitals with elaborate emergency rooms and trauma centers. The nu ...
decreased preventable illnesses in children; and a colonial focus on infrastructure translated into more modernized infrastructure today. Adding to this, Huillery also learned that early colonial investments instituted a pattern of continued spending that directly influenced the quality and quantity of
public goods In economics, a public good (also referred to as a social good or collective good)Oakland, W. H. (1987). Theory of public goods. In Handbook of public economics (Vol. 2, pp. 485-535). Elsevier. is a good that is both non-excludable and non-riv ...
available today.


Land, property rights, and labour


Land and property rights

According to Mahmood Mamdani, prior to colonization, indigenous societies did not necessarily consider land
private property Private property is a legal designation for the ownership of property by non-governmental legal entities. Private property is distinguishable from public property and personal property, which is owned by a state entity, and from collective or ...
. Alternatively, land was a communal resource that everyone could utilize. Once natives began interacting with colonial settlers, a long history of land abuse followed. Extreme examples of this include
Trail of Tears The Trail of Tears was an ethnic cleansing and forced displacement of approximately 60,000 people of the " Five Civilized Tribes" between 1830 and 1850 by the United States government. As part of the Indian removal, members of the Cherokee, ...
, a series of forced relocations of Native Americans following the
Indian Removal Act of 1830 The Indian Removal Act was signed into law on May 28, 1830, by United States President Andrew Jackson. The law, as described by Congress, provided "for an exchange of lands with the Indians residing in any of the states or territories, and for ...
, and the
apartheid Apartheid (, especially South African English: , ; , "aparthood") was a system of institutionalised racial segregation that existed in South Africa and South West Africa (now Namibia) from 1948 to the early 1990s. Apartheid was ...
system in
South Africa South Africa, officially the Republic of South Africa (RSA), is the southernmost country in Africa. It is bounded to the south by of coastline that stretch along the South Atlantic and Indian Oceans; to the north by the neighbouring coun ...
. Australian anthropologist
Patrick Wolfe Patrick Wolfe (1949 – 18 February 2016) was an Australian historian and scholar who made significant contributions to several academic fields, including anthropology, genocide studies, Indigenous studies, and the historiography of race, colon ...
points out that in these instances, natives were not only driven off land, but the land was then transferred to private ownership. He believes that the “frenzy for native land” was due to economic immigrants that belonged to the ranks of Europe's landless. Making seemingly contradictory argument, Acemoglu, Johnson, and Robinson view strong
property rights The right to property, or the right to own property (cf. ownership) is often classified as a human right for natural persons regarding their possessions. A general recognition of a right to private property is found more rarely and is typically h ...
and ownership as an essential component of institutions that produce higher
per capita income Per capita income (PCI) or total income measures the average income earned per person in a given area (city, region, country, etc.) in a specified year. It is calculated by dividing the area's total income by its total population. Per capita i ...
. They expand on this by saying property rights give individuals the incentive to invest, rather than stockpile, their assets. While this may appear to further encourage colonialists to exert their rights through exploitative behaviors, instead it offers protection to native populations and respects their customary ownership laws. Looking broadly at the European colonial experience, Acemoglu, Johnson, and Robinson explain that exploitation of natives transpired when stable property rights intentionally did not exist. These rights were never implemented in order to facilitate the predatory extraction of resources from indigenous populations. Bringing the colonial experience to the present that, they maintain that broad property rights set the stage for the effective institutions that are fundamental to strong democratic societies. An example of Acemoglu, Robinson and Johnson hypothesis is in the work of La Porta, ''et al.'' In a study of the legal systems in various countries, La Porta, ''et al.'' found that in those places that were colonized by the United Kingdom and kept its common-law system, the protection of property right is stronger compared to the countries that kept the French civil law. In the case of India,
Abhijit Banerjee Abhijit Vinayak Banerjee (; born 21 February 1961) is an Indian-American economist who is currently the Ford Foundation International Professor of Economics at Massachusetts Institute of Technology. Banerjee shared the 2019 Nobel Memorial Priz ...
and Lakshmi Iyer found divergent legacies of the British land tenure system in India. The areas where the property rights over the land were given to landlords registered lower productivity and agricultural investments in post-Colonial years compared to areas where land tenure was dominated by cultivators. The former areas also have lower levels of investment in health and education.


Labour exploitation

Prominent Guyanese scholar and
political activist A political movement is a collective attempt by a group of people to change government policy or social values. Political movements are usually in opposition to an element of the status quo, and are often associated with a certain ideology. Some ...
Walter Rodney Walter Anthony Rodney (23 March 1942 – 13 June 1980) was a Guyanese historian, political activist and academic. His notable works include '' How Europe Underdeveloped Africa'', first published in 1972. Rodney was assassinated in Georgeto ...
wrote at length about the economic exploitation of Africa by the colonial powers. In particular, he saw
labourers A laborer (or labourer) is a person who works in manual labor types in the construction industry workforce. Laborers are in a working class of wage-earners in which their only possession of significant material value is their labor. Industries e ...
as an especially abused group. While a capitalist system almost always employs some form of
wage labour Wage labour (also wage labor in American English), usually referred to as paid work, paid employment, or paid labour, refers to the socioeconomics, socioeconomic relationship between a workforce, worker and an employment, employer in which the w ...
, the dynamic between labourers and colonial powers left the way open for extreme misconduct. According to Rodney, African workers were more exploited than Europeans because the colonial system produced a complete monopoly on political power and left the working class small and incapable of
collective action Collective action refers to action taken together by a group of people whose goal is to enhance their condition and achieve a common objective. It is a term that has formulations and theories in many areas of the social sciences including psyc ...
. Combined with deep-seated
racism Racism is the belief that groups of humans possess different behavioral traits corresponding to inherited attributes and can be divided based on the superiority of one race over another. It may also mean prejudice, discrimination, or antagoni ...
, native workers were presented with impossible circumstances. The racism and superiority felt by the colonizers enabled them to justify the systematic underpayment of Africans even when they were working alongside European workers. Colonialists further defended their disparate incomes by claiming a higher cost of living. Rodney challenged this pretext and asserted the European
quality of life Quality of life (QOL) is defined by the World Health Organization as "an individual's perception of their position in life in the context of the culture and value systems in which they live and in relation to their goals, expectations, standards ...
and
cost of living Cost of living is the cost of maintaining a certain standard of living. Changes in the cost of living over time can be operationalized in a cost-of-living index. Cost of living calculations are also used to compare the cost of maintaining a cer ...
were only possible because of the exploitation of the colonies and African living standards were intentionally depressed in order to maximize revenue. In its wake, Rodney argues colonialism left Africa vastly
underdeveloped Underdevelopment, in the context of international development, reflects a broad condition or phenomena defined and critiqued by theorists in fields such as economics, development studies, and postcolonial studies. Used primarily to distinguish s ...
and without a path forward.


Societal consequences of colonialism


Ethnic identity

The colonial changes to ethnic identity have been explored from the political, sociological, and psychological perspectives. In his book
The Wretched of the Earth ''The Wretched of the Earth'' (french: Les Damnés de la Terre) is a 1961 book by the philosopher Frantz Fanon, in which the author provides a psychoanalysis of the dehumanizing effects of colonization upon the individual and the nation, and di ...
,
French French (french: français(e), link=no) may refer to: * Something of, from, or related to France ** French language, which originated in France, and its various dialects and accents ** French people, a nation and ethnic group identified with Franc ...
Afro-Caribbean Afro-Caribbean people or African Caribbean are Caribbean people who trace their full or partial ancestry to Sub-Saharan Africa. The majority of the modern African-Caribbeans descend from Africans taken as slaves to colonial Caribbean via the tr ...
psychiatrist A psychiatrist is a physician who specializes in psychiatry, the branch of medicine devoted to the diagnosis, prevention, study, and treatment of mental disorders. Psychiatrists are physicians and evaluate patients to determine whether their sy ...
and
revolutionary A revolutionary is a person who either participates in, or advocates a revolution. The term ''revolutionary'' can also be used as an adjective, to refer to something that has a major, sudden impact on society or on some aspect of human endeavor. ...
Frantz Fanon Frantz Omar Fanon (, ; ; 20 July 1925 – 6 December 1961), also known as Ibrahim Frantz Fanon, was a French West Indian psychiatrist, and political philosopher from the French colony of Martinique (today a French department). His works have b ...
claims the colonized must “ask themselves the question constantly: ‘who am I?’" Fanon uses this question to express his frustrations with fundamentally dehumanizing character of colonialism. Colonialism in all forms, was rarely an act of simple political control. Fanon argues the very act of colonial domination has the power to warp the personal and ethnic identities of natives because it operates under the assumption of perceived superiority. Natives are thus entirely divorced from their ethnic identities, which has been replaced by a desire to emulate their oppressors. Ethnic manipulation manifested itself beyond the personal and internal spheres. Scott Straus from the
University of Wisconsin A university () is an institution of higher (or tertiary) education and research which awards academic degrees in several academic disciplines. Universities typically offer both undergraduate and postgraduate programs. In the United Stat ...
describes the ethnic identities that partially contributed to the
Rwandan genocide The Rwandan genocide occurred between 7 April and 15 July 1994 during the Rwandan Civil War. During this period of around 100 days, members of the Tutsi minority ethnic group, as well as some moderate Hutu and Twa, were killed by armed Hutu ...
. In April 1994, following the assassination of Rwanda's President
Juvénal Habyarimana Juvénal Habyarimana (, ; 8 March 19376 April 1994) was a Rwandan politician and military officer who served as the second president of Rwanda, from 1973 until 1994. He was nicknamed ''Kinani'', a Kinyarwanda word meaning "invincible". An eth ...
, Hutus of Rwanda turned on their
Tutsi The Tutsi (), or Abatutsi (), are an ethnic group of the African Great Lakes region. They are a Bantu-speaking ethnic group and the second largest of three main ethnic groups in Rwanda and Burundi (the other two being the largest Bantu ethnic g ...
neighbors and slaughtered between 500,000 and 800,000 people in just 100 days. While politically this situation was incredibly complex, the influence ethnicity had on the violence cannot be ignored. Before the German colonization of Rwanda, the identities of Hutu and Tutsi were not fixed. Germany ruled Rwanda through the Tutsi dominated monarchy and the Belgians continued this following their takeover. Belgian rule reinforced the difference between Tutsi and Hutu. Tutsis were deemed superior and were propped up as a ruling minority supported by the Belgians, while the Hutu were systematically repressed. The country's power later dramatically shifted following the so-called Hutu Revolution, during which Rwanda gained independence from their colonizers and formed a new Hutu-dominated government. Deep-seated ethnic tensions did not leave with the Belgians. Instead, the new government reinforced the cleavage.


Civil society

Joel Migdal Joel S. Migdal is the Robert F. Philip Professor of International Studies in the University of Washington's Henry M. Jackson School of International Studies. He is a political scientist specializing in comparative politics. Education He received ...
of the
University of Washington The University of Washington (UW, simply Washington, or informally U-Dub) is a public research university in Seattle, Washington. Founded in 1861, Washington is one of the oldest universities on the West Coast; it was established in Seatt ...
believes weak postcolonial states have issues rooted in civil society. Rather than seeing the state as a singular dominant entity, Migdal describes “weblike societies” composed of social organizations. These organizations are a melange of ethnic, cultural, local, and familial groups and they form the basis of our society. The state is simply one actor in a much larger framework. Strong states are able to effectively navigate the intricate societal framework and exert social control over people's behavior. Weak states, on the other hand, are lost amongst the fractionalized authority of a complex society. Migdal expands his theory of state-society relations by examining
Sierra Leone Sierra Leone,)]. officially the Republic of Sierra Leone, is a country on the southwest coast of West Africa. It is bordered by Liberia to the southeast and Guinea surrounds the northern half of the nation. Covering a total area of , Sierr ...
. At the time of Migdal's publication (1988), the country's leader, President of Sierra Leone, President
Joseph Saidu Momoh Major General Joseph Saidu Momoh, OOR, OBE (January 26, 1937 – August 3, 2003) served as President of Sierra Leone from November 1985 to 29 April 1992. Early life and education Joseph Saidu Momoh was born on January 26, 1937, in Binkolo, B ...
, was widely viewed as weak and ineffective. Just three years later, the country erupted into
civil war A civil war or intrastate war is a war between organized groups within the same state (or country). The aim of one side may be to take control of the country or a region, to achieve independence for a region, or to change government polici ...
, which continued for nearly 11 years. The basis for this tumultuous time, in Migdal's estimation, was the fragmented social control implemented by British colonizers. Using the typical British system of indirect rule, colonizers empowered local chiefs to mediate British rule in the region, and in turn, the chiefs exercised social control. After achieving independence from Great Britain, the chiefs remained deeply entrenched and did not allow for the necessary consolidation of power needed to build a strong state. Migdal remarked, “Even with all the resources at their disposal, even with the ability to eliminate any single strongman, state leaders found themselves severely limited.” It is necessary for the state and society to form a mutually beneficially symbiotic relationship in order for each to thrive. The peculiar nature of postcolonial politics makes this increasingly difficult.


Linguistic discrimination

In settler colonies, indigenous languages were often lost either as indigenous populations were decimated by war and disease, or as aboriginal tribes mixed with colonists. On the other hand, in exploitation colonies such as India, colonial languages were usually only taught to a small local elite. The linguistic differences between the local elite and other locals exacerbated class stratification, and also increased inequality in access to education, industry and civic society in postcolonial states.


Ecological impacts of colonialism

European colonialism spread contagious diseases between Europeans and subjugated peoples.


Countering disease

The
Spanish Spanish might refer to: * Items from or related to Spain: **Spaniards are a nation and ethnic group indigenous to Spain **Spanish language, spoken in Spain and many Latin American countries **Spanish cuisine Other places * Spanish, Ontario, Can ...
Crown organised a mission (the Balmis expedition) to transport the smallpox vaccine and establish mass vaccination programs in colonies in 1803. By 1832, the federal government of the
United States The United States of America (U.S.A. or USA), commonly known as the United States (U.S. or US) or America, is a country Continental United States, primarily located in North America. It consists of 50 U.S. state, states, a Washington, D.C., ...
established a
smallpox vaccination The smallpox vaccine is the first vaccine to be developed against a contagious disease. In 1796, British physician Edward Jenner demonstrated that an infection with the relatively mild cowpox virus conferred immunity against the deadly smallpox ...
program for Native Americans. Under the direction of Mountstuart Elphinstone a program was launched to increase
smallpox vaccination The smallpox vaccine is the first vaccine to be developed against a contagious disease. In 1796, British physician Edward Jenner demonstrated that an infection with the relatively mild cowpox virus conferred immunity against the deadly smallpox ...
in India. From the beginning of the 20th century onwards, the elimination or control of disease in tropical countries became a necessity for all colonial powers. The sleeping sickness epidemic in Africa was arrested due to mobile teams systematically screening millions of people at risk. The biggest population increases in
human history Human history, also called world history, is the narrative of humanity's past. It is understood and studied through anthropology, archaeology, genetics, and linguistics. Since the invention of writing, human history has been studied thro ...
occurred during the 20th century due to the decreasing
mortality rate Mortality rate, or death rate, is a measure of the number of deaths (in general, or due to a specific cause) in a particular population, scaled to the size of that population, per unit of time. Mortality rate is typically expressed in units of d ...
in many countries due to medical advances.


Colonial policies contributing to indigenous deaths from disease

John S. Milloy published evidence indicating that Canadian authorities had intentionally concealed information on the spread of disease in his book ''A National Crime: The Canadian Government and the Residential School System, 1879 to 1986'' (1999). According to Milloy, the
Government of Canada The government of Canada (french: gouvernement du Canada) is the body responsible for the federal administration of Canada. A constitutional monarchy, the Crown is the corporation sole, assuming distinct roles: the executive, as the ''Crown-i ...
was aware of the origins of many diseases but maintained a secretive policy. Medical professionals had knowledge of this policy, and further, knew it was causing a higher death rate among indigenous people, yet the policy continued. Evidence suggests, government policy was not to treat natives infected with tuberculosis or smallpox, and native children infected with smallpox and
tuberculosis Tuberculosis (TB) is an infectious disease usually caused by '' Mycobacterium tuberculosis'' (MTB) bacteria. Tuberculosis generally affects the lungs, but it can also affect other parts of the body. Most infections show no symptoms, ...
were deliberately sent back to their homes and into native villages by residential school administrators. Within the residential schools, there was no segregation of sick students from healthy students, and students infected with deadly illnesses were frequently admitted to the schools, where infections spread among the healthy students and resulted in deaths; death rates were at least 24% and as high as 69%. Tuberculosis was the leading cause of death in Europe and North America in the 19th century, accounting for about 40% of working-class deaths in cities, and by 1918 one in six deaths in France were still caused by tuberculosis. European governments, and medical professionals in Canada, were well aware that tuberculosis and smallpox were highly contagious, and that deaths could be prevented by taking measures to quarantine patients and inhibit the spread of the disease. They failed to do this, however, and imposed laws that in fact ensured that these deadly diseases spread quickly among the indigenous population. Despite the high death rate among students from contagious disease, in 1920 the Canadian government made attendance at residential schools mandatory for native children, threatening non-compliant parents with fines and imprisonment. John S. Milloy argued that these policies regarding disease were not conventional genocide, but rather policies of neglect aimed at assimilating natives. Some historians, such as Roland Chrisjohn, director of Native Studies at St. Thomas University, have argued that some European colonists, having discovered that indigenous populations were not immune to certain diseases, deliberately spread diseases to gain military advantages and subjugate local peoples. In his book ''The Circle Game: Shadows and Substance in the Indian Residential School Experience in Canada,'' Chrisjohn argues that the Canadian government followed a deliberate policy amounting to
genocide Genocide is the intentional destruction of a people—usually defined as an ethnic, national, racial, or religious group—in whole or in part. Raphael Lemkin coined the term in 1944, combining the Greek word (, "race, people") with the ...
against native populations. During the
siege A siege is a military blockade of a city, or fortress, with the intent of conquering by attrition, or a well-prepared assault. This derives from la, sedere, lit=to sit. Siege warfare is a form of constant, low-intensity conflict characteriz ...
of British-held Fort Pitt in
Pontiac's War Pontiac's War (also known as Pontiac's Conspiracy or Pontiac's Rebellion) was launched in 1763 by a loose confederation of Native Americans dissatisfied with British rule in the Great Lakes region following the French and Indian War (1754–17 ...
, the fort's commander, Simeon Ecuyer and his subordinate William Trent distributed blankets infected with smallpox to a
Lenape The Lenape (, , or Lenape , del, Lënapeyok) also called the Leni Lenape, Lenni Lenape and Delaware people, are an indigenous peoples of the Northeastern Woodlands, who live in the United States and Canada. Their historical territory inclu ...
delegation outside the fort.Dixon, David
Never Come to Peace Again: Pontiac's Uprising and the Fate of the British Empire in North America
(pg. 152-155); University of Oklahoma Press; 2005;
During the conflict, Colonel
Henry Bouquet Henry Bouquet (born Henri Louis Bouquet; 1719 – 2 September 1765) was a Swiss mercenary who rose to prominence in British service during the French and Indian War and Pontiac's War. He is best known for his victory over a Native American ...
discussed plans to deliberately infect hostile Native American tribes with his superior, General Sir Jeffery Amherst, who wrote back approvingly of Bouquet's suggestion. Historians have been divided on the effectiveness of this particular incident in causing a smallpox outbreak among Native Americans in the region, though it has been recognized as one of the first instances of
biological warfare Biological warfare, also known as germ warfare, is the use of biological toxins or infectious agents such as bacteria, viruses, insects, and fungi with the intent to kill, harm or incapacitate humans, animals or plants as an act of war. ...
. During the 1837 Great Plains smallpox epidemic, some scholars argued that the
U.S. Army The United States Army (USA) is the land service branch of the United States Armed Forces. It is one of the eight U.S. uniformed services, and is designated as the Army of the United States in the U.S. Constitution.Article II, section 2, cl ...
intentionally spread smallpox to Native American tribes, with scholar Ann F. Ramenofsky stating that "in the nineteenth century, the U.S. Army sent contaminated blankets to Native Americans, especially Plains groups, to control the Indian problem."


Historic debates surrounding colonialism

Bartolomé de Las Casas Bartolomé de las Casas, OP ( ; ; 11 November 1484 – 18 July 1566) was a 16th-century Spanish landowner, friar, priest, and bishop, famed as a historian and social reformer. He arrived in Hispaniola as a layman then became a Dominican friar ...
(1484–1566) was the first
Protector of the Indians Protector of the Indians ( Spanish: ''Protectoría de Los Indios'') was an administrative office of the Spanish colonies that deemed themselves responsible for attending to the well-being of the native populations by providing detailed witness acc ...
appointed by the
Spanish Crown , coatofarms = File:Coat_of_Arms_of_Spanish_Monarch.svg , coatofarms_article = Coat of arms of the King of Spain , image = Felipe_VI_in_2020_(cropped).jpg , incumbent = Felipe VI , incumbentsince = 19 Ju ...
. During his time in the
Spanish West Indies The Spanish West Indies or the Spanish Antilles (also known as "Las Antillas Occidentales" or simply "Las Antillas Españolas" in Spanish) were Spanish colonies in the Caribbean. In terms of governance of the Spanish Empire, The Indies was the d ...
, he witnessed many of the atrocities committed by Spanish colonists against the natives. After this experience, he reformed his view on colonialism and determined the Spanish people would suffer divine punishment if the gross mistreatment in the Indies continued. De Las Casas detailed his opinion in his book '' The Destruction of the Indies: A Brief Account'' (1552'').'' During the sixteenth century,
Spanish Spanish might refer to: * Items from or related to Spain: **Spaniards are a nation and ethnic group indigenous to Spain **Spanish language, spoken in Spain and many Latin American countries **Spanish cuisine Other places * Spanish, Ontario, Can ...
priest A priest is a religious leader authorized to perform the sacred rituals of a religion, especially as a mediatory agent between humans and one or more deities. They also have the authority or power to administer religious rites; in partic ...
and
philosopher A philosopher is a person who practices or investigates philosophy. The term ''philosopher'' comes from the grc, φιλόσοφος, , translit=philosophos, meaning 'lover of wisdom'. The coining of the term has been attributed to the Greek th ...
Francisco Suarez Francisco is the Spanish and Portuguese form of the masculine given name ''Franciscus''. Nicknames In Spanish, people with the name Francisco are sometimes nicknamed "Paco". San Francisco de Asís was known as ''Pater Comunitatis'' (father of ...
(1548–1617) expressed his objections to colonialism in his work ''De Bello et de Indis'' (On War and the Indies). In this text and others, Suarez supported
natural law Natural law ( la, ius naturale, ''lex naturalis'') is a system of law based on a close observation of human nature, and based on values intrinsic to human nature that can be deduced and applied independently of positive law (the express enacte ...
and conveyed his beliefs that all humans had rights to life and liberty. Along these lines, he argued for the limitation of the imperial powers of
Charles V, Holy Roman Emperor Charles V, french: Charles Quint, it, Carlo V, nl, Karel V, ca, Carles V, la, Carolus V (24 February 1500 – 21 September 1558) was Holy Roman Emperor and Archduke of Austria from 1519 to 1556, King of Spain ( Castile and Aragon) fr ...
by underscoring the natural rights of
indigenous people Indigenous peoples are culturally distinct ethnic groups whose members are directly descended from the earliest known inhabitants of a particular geographic region and, to some extent, maintain the language and culture of those original people ...
. Accordingly, native inhabitants of the colonial
Spanish West Indies The Spanish West Indies or the Spanish Antilles (also known as "Las Antillas Occidentales" or simply "Las Antillas Españolas" in Spanish) were Spanish colonies in the Caribbean. In terms of governance of the Spanish Empire, The Indies was the d ...
deserved independence and each island should be considered a sovereign state with all the legal powers of Spain. French writer
Denis Diderot Denis Diderot (; ; 5 October 171331 July 1784) was a French philosopher, art critic, and writer, best known for serving as co-founder, chief editor, and contributor to the '' Encyclopédie'' along with Jean le Rond d'Alembert. He was a promi ...
was openly critical of
ethnocentrism Ethnocentrism in social science and anthropology—as well as in colloquial English discourse—means to apply one's own culture or ethnicity as a frame of reference to judge other cultures, practices, behaviors, beliefs, and people, instead o ...
and European colonialism in
Tahiti Tahiti (; Tahitian ; ; previously also known as Otaheite) is the largest island of the Windward group of the Society Islands in French Polynesia. It is located in the central part of the Pacific Ocean and the nearest major landmass is Austra ...
. In a series of philosophical dialogues entitled ''
Supplément au voyage de Bougainville ''Supplément au voyage de Bougainville, ou dialogue entre A et B sur l'inconvénient d'attacher des idées morales à certaines actions physiques qui n'en comportent pas.'' ("''Addendum to the Journey of Bougainville, or dialogue between A and B o ...
'' (1772), Diderot imagines several conversations between Tahitians and Europeans. The two speakers discuss their cultural differences, which acts as a critique of European culture.


Modern theories of colonialism

The effects of European colonialism have consistently drawn academic attention in the decades since decolonization. New theories continue to emerge. The field of colonial and postcolonial studies has been implemented as a
major Major ( commandant in certain jurisdictions) is a military rank of commissioned officer status, with corresponding ranks existing in many military forces throughout the world. When used unhyphenated and in conjunction with no other indicato ...
in multiple
universities A university () is an institution of higher (or tertiary) education and research which awards academic degrees in several academic disciplines. Universities typically offer both undergraduate and postgraduate programs. In the United State ...
around the globe.


Dependency theory

Dependency theory is an
economic theory Economics () is the social science that studies the production, distribution, and consumption of goods and services. Economics focuses on the behaviour and interactions of economic agents and how economies work. Microeconomics analyze ...
which postulated that advanced and industrialized “metropolitan” or "core" nations have been able to develop because of the existence of less-developed “satellite” or "periphery" states. Satellite nations are anchored to, and subordinate to, metropolitan countries because of the international division of labor. Satellite countries are thus dependent on metropolitan states and incapable of charting their own economic path. The theory was introduced in the 1950s by Raul Prebisch, Director of the United Nations Economic Commission for Latin America after observing that economic growth in wealthy countries did not translate into economic growth in poor countries. Dependency theorists believe this is due to the import-export relationship between rich and poor countries.
Walter Rodney Walter Anthony Rodney (23 March 1942 – 13 June 1980) was a Guyanese historian, political activist and academic. His notable works include '' How Europe Underdeveloped Africa'', first published in 1972. Rodney was assassinated in Georgeto ...
, in his book '' How Europe Underdeveloped Africa'', used this framework when observing the relationship between European trading companies and African peasants living in postcolonial states. Through the labour of peasants, African countries are able to gather large quantities of
raw materials A raw material, also known as a feedstock, unprocessed material, or primary commodity, is a basic material that is used to produce goods, finished goods, energy, or intermediate materials that are feedstock for future finished products. As feeds ...
. Rather than being able to export these materials directly to Europe, states must work with a number of trading companies, who collaborated to keep purchase prices low. The trading companies then sold the materials to European manufactures at inflated prices. Finally the manufactured goods were returned to Africa, but with prices so high, that labourers were unable to afford them. This led to a situation where the individuals who labored extensively to gather raw materials were unable to benefit from the finished goods.


Neocolonialism

Neocolonialism is the continued economic and cultural control of countries that have been decolonized. The first documented use of the term was by Former
President President most commonly refers to: *President (corporate title) * President (education), a leader of a college or university * President (government title) President may also refer to: Automobiles * Nissan President, a 1966–2010 Japanese ...
of
Ghana Ghana (; tw, Gaana, ee, Gana), officially the Republic of Ghana, is a country in West Africa. It abuts the Gulf of Guinea and the Atlantic Ocean to the south, sharing borders with Ivory Coast in the west, Burkina Faso in the north, and Tog ...
Kwame Nkrumah Kwame Nkrumah (born 21 September 190927 April 1972) was a Ghanaian politician, political theorist, and revolutionary. He was the first Prime Minister and President of Ghana, having led the Gold Coast to independence from Britain in 1957. An ...
in the 1963 preamble of the Organization of African States. Nkrumah expanded the concept of neocolonialism in the book ''Neo-Colonialism, the Last Stage of Imperialism'' (1965). In Nkrumah's estimation, traditional forms of colonialism have ended, but many African states are still subject to external political and economic control by Europeans. Neocolonialism is related to
dependency theory Dependency theory is the notion that resources flow from a " periphery" of poor and underdeveloped states to a " core" of wealthy states, enriching the latter at the expense of the former. A central contention of dependency theory is that poor ...
in that they both acknowledge the financial exploitation of poor counties by the rich, but neocolonialism also includes aspects of
cultural imperialism Cultural imperialism (sometimes referred to as cultural colonialism) comprises the cultural dimensions of imperialism. The word "imperialism" often describes practices in which a social entity engages culture (including language, traditions, ...
. Rejection of cultural neocolonialism formed the basis of négritude philosophy, which sought to eliminate colonial and racist attitudes by affirming the values of "the black world" and embracing "blackness".


Benign colonialism

''Benign colonialism'' is a theory of colonialism in which benefits allegedly outweigh the negatives for indigenous populations whose lands, resources, rights and freedoms come under the control of a colonising nation-state. The historical source for the concept of benign colonialism resides with
John Stuart Mill John Stuart Mill (20 May 1806 – 7 May 1873) was an English philosopher, political economist, Member of Parliament (MP) and civil servant. One of the most influential thinkers in the history of classical liberalism, he contributed widely to ...
(1806-1873), who served as chief examiner of the
British East India Company The East India Company (EIC) was an English, and later British, joint-stock company founded in 1600 and dissolved in 1874. It was formed to trade in the Indian Ocean region, initially with the East Indies (the Indian subcontinent and South ...
- dealing with British interests in
India India, officially the Republic of India (Hindi: ), is a country in South Asia. It is the List of countries and dependencies by area, seventh-largest country by area, the List of countries and dependencies by population, second-most populous ...
- in the 1820s and 1830s. Mill's most well-known essays on benign colonialism appear in "Essays on some Unsettled Questions of Political Economy." Mill's view contrasted with Burkean orientalists. Mill promoted the training of a corps of bureaucrats indigenous to India who could adopt the modern liberal perspective and values of 19th-century Britain.Doyle, Michael W. 2006.
Sovereignty and Humanitarian Military Intervention
" Columbia University.
Mill predicted this group's eventual governance of India would be based on British values and perspectives. Advocates of the concept of benign colonialism cite improved standards in health and education, in employment opportunities, in liberal markets, in the development of natural resources and in introduced governance. The first wave of benign colonialism lasted from c. 1790-1960, according to Mill's concept. The second wave included neocolonial policies exemplified in
Hong Kong Hong Kong ( (US) or (UK); , ), officially the Hong Kong Special Administrative Region of the People's Republic of China (abbr. Hong Kong SAR or HKSAR), is a List of cities in China, city and Special administrative regions of China, special ...
, where unfettered expansion of the market created a new form of benign colonialism. Political interference and military intervention in independent nation-states, such as
Iraq Iraq,; ku, عێراق, translit=Êraq officially the Republic of Iraq, '; ku, کۆماری عێراق, translit=Komarî Êraq is a country in Western Asia. It is bordered by Turkey to Iraq–Turkey border, the north, Iran to Iran–Iraq ...
, is also discussed under the rubric of benign colonialism in which a foreign power preempts national governance to protect a higher concept of freedom. The term is also used in the 21st century to refer to US, French and Chinese market activities in African countries with massive quantities of underdeveloped nonrenewable
natural resources Natural resources are resources that are drawn from nature and used with few modifications. This includes the sources of valued characteristics such as commercial and industrial use, aesthetic value, scientific interest and cultural value. ...
. These views have support from some academics. Economic historian
Niall Ferguson Niall Campbell Ferguson FRSE (; born 18 April 1964)Biography
Niall Ferguson
(born 1964) argues that
empire An empire is a "political unit" made up of several territories and peoples, "usually created by conquest, and divided between a dominant center and subordinate peripheries". The center of the empire (sometimes referred to as the metropole) ex ...
s can be a good thing provided that they are "liberal empires". He cites the British Empire as being the only example of a "liberal empire" and argues that it maintained the rule of law, benign government,
free trade Free trade is a trade policy that does not restrict imports or exports. It can also be understood as the free market idea applied to international trade. In government, free trade is predominantly advocated by political parties that hold econ ...
and, with the abolition of slavery, free labour.
Niall Ferguson Niall Campbell Ferguson FRSE (; born 18 April 1964)Biography
Niall Ferguson
, ''Empire: How Britain Made the Modern World'' (2003) and ''Colossus: The Rise and Fall of the American Empire'' (2004).
Historian Rudolf von Albertini agrees that, on balance, colonialism can be good. He argues that colonialism was a mechanism for modernisation in the colonies and imposed a peace by putting an end to tribal warfare. Historians L. H. Gann and Peter Duignan have also argued that Africa probably benefited from colonialism on balance. Although it had its faults, colonialism was probably "one of the most efficacious engines for cultural diffusion in world history".Lewis H. Gann and Peter Duignan, ''The Burden of Empire: An Appraisal of Western Colonialism South of the Sahara'' (1967). The economic historian David Kenneth Fieldhouse has taken a kind of middle position, arguing that the effects of colonialism were actually limited and their main weakness was not in deliberate underdevelopment but in what it failed to do.D. K. Fieldhouse, ''The West and the Third World'' Niall Ferguson agrees with his last point, arguing that colonialism's main weaknesses were sins of omission.
Marxist Marxism is a left-wing to far-left method of socioeconomic analysis that uses a materialist interpretation of historical development, better known as historical materialism, to understand class relations and social conflict and a dialecti ...
historian Bill Warren has argued that whilst colonialism may be bad because it relies on force, he views it as being the genesis of
Third World The term "Third World" arose during the Cold War to define countries that remained non-aligned with either NATO or the Warsaw Pact. The United States, Canada, Japan, South Korea, Western European nations and their allies represented the " First ...
development. However, history records few cases where two or more peoples have met and mingled without generating some sort of friction. The clearest cases of "benign" colonialism occur where the target exploited land is minimally populated (as with
Iceland Iceland ( is, Ísland; ) is a Nordic island country in the North Atlantic Ocean and in the Arctic Ocean. Iceland is the most sparsely populated country in Europe. Iceland's capital and largest city is Reykjavík, which (along with its ...
in the 9th century) or completely ''
terra nullius ''Terra nullius'' (, plural ''terrae nullius'') is a Latin expression meaning " nobody's land". It was a principle sometimes used in international law to justify claims that territory may be acquired by a state's occupation of it. : : ...
'' (such as the
Falkland Islands The Falkland Islands (; es, Islas Malvinas, link=no ) is an archipelago in the South Atlantic Ocean on the Patagonian Shelf. The principal islands are about east of South America's southern Patagonian coast and about from Cape Dubouze ...
)."Comments on Self-determination in the South Atlantic"
- "If 'colonialism' applies to the Falkland Islands, then the expression 'benign colonialism' is not an oxymoron .."


See also


References

{{Reflist


Further reading

* Albertini, Rudolf von. ''European Colonial Rule, 1880-1940: The Impact of the West on India, Southeast Asia, and Africa'' (1982) 581pp * Betts, Raymond F. ''The False Dawn: European Imperialism in the Nineteenth Century'' (1975) * Betts, Raymond F. ''Uncertain Dimensions: Western Overseas Empires in the Twentieth Century'' (1985) * Black, Jeremy. '' European International Relations, 1648–1815'' (2002
excerpt and text search
* Burbank, Jane, and Frederick Cooper. ''Empires in World History: Power and the Politics of Difference'' (2011), Very wide-ranging coverage from Rome to the 1980s; 511pp * Cotterell, Arthur. ''Western Power in Asia: Its Slow Rise and Swift Fall, 1415 - 1999'' (2009) popular history
excerpt
* Dodge, Ernest S. ''Islands and Empires: Western Impact on the Pacific and East Asia'' (1976) * Furber, Holden. ''Rival Empires of Trade in the Orient, 1600-1800'' (1976) * Furber, Holden, and Boyd C Shafer. ''Rival Empires of Trade in the Orient, 1600-1800'' (1976) * Hodge, Carl Cavanagh, ed. ''Encyclopedia of the Age of Imperialism, 1800-1914'' (2 vol. 2007), Focus on European leaders * Langer, William. ''An Encyclopedia of World History'' (5th ed. 1973), very detailed outline; 6th edition ed. by Peter Stearns (2001) has more detail on Third World * McAlister, Lyle N. ''Spain and Portugal in the New World, 1492-1700'' (1984) * Ness, Immanuel and Zak Cope, eds. ''The Palgrave Encyclopedia of Imperialism and Anti-Imperialism'' (2 vol 2015), 1456pp * Osterhammel, Jürgen: ''Colonialism: A Theoretical Overview'', Princeton, NJ: M. Wiener, 1997. * Page, Melvin E. ed. ''Colonialism: An International Social, Cultural, and Political Encyclopedia'' (3 vol. 2003); vol. 3 consists of primary documents; vol. 2 pages 647-831 has a detailed chronology * Porter, Andrew. ''European Imperialism, 1860-1914'' (1996), Brief survey focuses on historiography * Roberts, Stephen H. ''History of French Colonial Policy (1870-1925)'' (2 vol 1929
vol 1 online
als
vol 2 online
comprehensive scholarly history * Savelle, Max. ''Empires to Nations: Expansion in America, 1713-1824'' (1975) * Smith, Tony. ''The Pattern of Imperialism: The United States, Great Britain and the Late-Industrializing World Since 1815'' (1981) * Townsend, Mary Evelyn. ''European colonial expansion since 1871'' (1941). * Wilson, Henry. ''The Imperial Experience in Sub-Saharan Africa since 1870'' (1977) History of European colonialism Social ethics colonialism and colonization, Western European Articles containing video clips Historiography by topic Western European colonialism and colonization