Portuguese colonial empire

The Portuguese Empire ( pt, Império Português), also known as the Portuguese Overseas (''Ultramar Português'') or the Portuguese Colonial Empire (''Império Colonial Português''), was composed of the overseas colonies, factories, and the later overseas territories governed by Portugal. It was one of the longest-lived empires in European history, lasting almost six centuries from the conquest of Ceuta in North Africa, in 1415, to the transfer of sovereignty over Macau to China in 1999. The empire began in the 15th century, and from the early 16th century it stretched across the globe, with bases in North and South America, Africa, and various regions of Asia and Oceania.

The Portuguese Empire originated at the beginning of the Age of Discovery, and the power and influence of the Kingdom of Portugal would eventually expand across the globe. In the wake of the Reconquista, Portuguese sailors began exploring the coast of Africa and the Atlantic archipelagos in 1418–1419, using recent developments in navigation, cartography, and maritime technology such as the caravel, with the aim of finding a sea route to the source of the lucrative spice-trade. In 1488, Bartolomeu Dias rounded the Cape of Good Hope, and in 1498 Vasco da Gama reached India. In 1500, either by an accidental landfall or by the crown's secret design, Pedro Álvares Cabral reached what would be Brazil.

Over the following decades, Portuguese sailors continued to explore the coasts and islands of East Asia, establishing forts and trading posts (factories) as they went. By 1571, a string of naval outposts connected Lisbon to Nagasaki along the coasts of Africa, the Middle East, India, and South Asia. This commercial network and the colonial trade had a substantial positive impact on Portuguese economic growth (1500–1800) when it accounted for about a fifth of Portugal's per-capita income.

When King Philip II of Spain (Philip I of Portugal) seized the Portuguese crown in 1580 there began a 60-year union between Spain and Portugal known to subsequent historiography as the Iberian Union. The realms continued to have separate administrations. As the King of Spain was also King of Portugal, Portuguese colonies became the subject of attacks by three rival European powers hostile to Spain: the Dutch Republic, England, and France. With its smaller population, Portugal found itself unable to effectively defend its overstretched network of trading posts, and the empire began a long and gradual decline. Eventually, Brazil became the most valuable colony of the second era of empire (1663–1825), until, as part of the wave of independence movements that swept the Americas during the early 19th century, it broke away in 1822.

The third era of empire covers the final stage of Portuguese colonialism after the independence of Brazil in the 1820s. By then, the colonial possessions had been reduced to forts and plantations along the African coastline (expanded inland during the Scramble for Africa in the late 19th century), Portuguese Timor, and enclaves in India ( Portuguese India) and China ( Portuguese Macau). The 1890 British Ultimatum led to the contraction of Portuguese ambitions in Africa.

Under António Salazar (in office 1932–1968), the ''Estado Novo'' dictatorship made some ill-fated attempts to cling on to its last remaining colonies. Under the ideology of pluricontinentalism, the regime renamed its colonies "overseas provinces" while retaining the system of forced labour, from which only a small indigenous élite was normally exempt. In August 1961, the Dahomey annexed the Fort of São João Baptista de Ajudá, and in December that year India annexed Goa, Daman, and Diu. The Portuguese Colonial War in Africa lasted from 1961 until the final overthrow of the ''Estado Novo'' regime in 1974. The Carnation Revolution of April 1974 in Lisbon led to the hasty decolonization of Portuguese Africa and to the 1975 annexation of Portuguese Timor by Indonesia. Decolonization prompted the exodus of nearly all the Portuguese colonial settlers and of many mixed-race people from the colonies. Portugal returned Macau to China in 1999. The only overseas possessions to remain under Portuguese rule, the Azores and Madeira, both had overwhelmingly Portuguese populations, and Lisbon subsequently changed their constitutional status from "overseas provinces" to " autonomous regions".
The Community of Portuguese Speaking Countries (CPLP) is the cultural successor of the Empire.

Background (1139–1415)

The origin of the Kingdom of Portugal lay in the ''reconquista'', the gradual reconquest of the Iberian peninsula from the Moors. After establishing itself as a separate kingdom in 1139, Portugal completed its reconquest of Moorish territory by reaching Algarve in 1249, but its independence continued to be threatened by neighbouring Castile until the signing of the Treaty of Ayllón in 1411.

Free from threats to its existence and unchallenged by the wars fought by other European states, Portuguese attention turned overseas and towards a military expedition to the Muslim lands of North Africa. There were several probable motives for their first attack, on the Marinid Sultanate (in present-day Morocco). It offered the opportunity to continue the Christian crusade against Islam; to the military class, it promised glory on the battlefield and the spoils of war; and finally, it was also a chance to expand Portuguese trade and to address Portugal's economic decline.

In 1415 an attack was made on Ceuta, a strategically located North African Muslim enclave along the Mediterranean Sea, and one of the terminal ports of the trans-Saharan gold and slave trades. The conquest was a military success, and marked one of the first steps in Portuguese expansion beyond the Iberian Peninsula, but it proved costly to defend against the Muslim forces that soon besieged it. The Portuguese were unable to use it as a base for further expansion into the hinterland, and the trans-Saharan caravans merely shifted their routes to bypass Ceuta and/or used alternative Muslim ports.

First empire (1415–1663)

Although Ceuta proved to be a disappointment for the Portuguese, the decision was taken to hold it while exploring along the Atlantic African coast. A key supporter of this policy was Infante Dom Henry the Navigator, who had been involved in the capture of Ceuta, and who took the lead role in promoting and financing Portuguese maritime exploration until his death in 1460.: Henry, a product of 15th-century Portugal, was inspired by both religious and economic factors. At the time, Europeans did not know what lay beyond Cape Bojador on the African coast. Henry wished to know how far the Muslim territories in Africa extended, and whether it was possible to reach Asia by sea, both to reach the source of the lucrative spice trade and perhaps to join forces with the fabled Christian kingdom of Prester John that was rumoured to exist somewhere in the "Indies". Under his sponsorship, soon the Atlantic islands of Madeira (1419) and Azores (1427) were reached and started to be settled, producing wheat for export to Portugal.

The main Portuguese goal was trade, not colonization or conquest. Soon its ships were bringing into the European market highly valued gold, ivory, pepper, cotton, sugar, and slaves. The slave trade, for example, was conducted by a few dozen merchants in Lisbon. In the process of expanding the trade routes, Portuguese navigators mapped unknown parts of Africa, and began exploring the Indian Ocean. In 1487, an overland expedition by Pêro da Covilhã made its way to India, exploring trade opportunities with the Indians and Arabs, and winding up finally in Ethiopia. His detailed report was eagerly read in Lisbon, which became the best informed center for global geography and trade routes.

Initial African coastline excursions

Fears of what lay beyond Cape Bojador, and whether it was possible to return once it was passed, were assuaged in 1434 when it was rounded by one of Infante Henry's captains, Gil Eanes. Once this psychological barrier had been crossed, it became easier to probe further along the coast. In 1443 Infante Dom Pedro, Henry's brother and by then regent of the Kingdom, granted him the monopoly of navigation, war and trade in the lands south of Cape Bojador. Later this monopoly would be enforced by the papal bulls '' Dum Diversas'' (1452) and ''Romanus Pontifex'' (1455), granting Portugal the trade monopoly for the newly discovered lands. A major advance that accelerated this project was the introduction of the caravel in the mid-15th century, a ship that could be sailed closer to the wind than any other in operation in Europe at the time. Using this new maritime technology, Portuguese navigators reached ever more southerly latitudes, advancing at an average rate of one degree a year. Senegal and Cape Verde Peninsula were reached in 1445.

The first feitoria trade post overseas was established in 1445 on the island of Arguin, off the coast of Mauritania, to attract Muslim traders and monopolize the business in the routes travelled in North Africa. In 1446, Álvaro Fernandes pushed on almost as far as present-day Sierra Leone, and the Gulf of Guinea was reached in the 1460s. The Cape Verde Islands were discovered in 1456 and settled in 1462.

Expansion of sugarcane in Madeira started in 1455, using advisers from Sicily and (largely) Genoese capital to produce the ''"sweet salt"'' rare in Europe. Already cultivated in Algarve, the accessibility of Madeira attracted Genoese and Flemish traders keen to bypass Venetian monopolies. Slaves were used, and the proportion of imported slaves in Madeira reached 10% of the total population by the 16th century. By 1480 Antwerp had some seventy ships engaged in the Madeira sugar trade, with the refining and distribution concentrated in Antwerp. By the 1490s Madeira had overtaken Cyprus as a producer of sugar. The success of sugar merchants such as Bartolomeo Marchionni would propel the investment in future travels.

In 1469, after prince Henry's death and as a result of meagre returns of the African explorations, King Afonso V granted the monopoly of trade in part of the Gulf of Guinea to merchant Fernão Gomes. Gomes, who had to explore of the coast each year for five years, discovered the islands of the Gulf of Guinea, including São Tomé and Príncipe and found a thriving alluvial gold trade among the natives and visiting Arab and Berber traders at the port then named Mina (the mine), where he established a trading post. Trade between Elmina and Portugal grew throughout a decade. During the War of the Castilian Succession, a large Castilian fleet attempted to wrest control of this lucrative trade, but were decisively defeated in the 1478 Battle of Guinea, which firmly established an exclusive Portuguese control. In 1481, the recently crowned João II decided to build São Jorge da Mina in order to ensure the protection of this trade, which was held again as a royal monopoly. The Equator was crossed by navigators sponsored by Fernão Gomes in 1473 and the Congo River by Diogo Cão in 1482. It was during this expedition that the Portuguese first encountered the Kingdom of Kongo, with which it soon developed a rapport. During his 1485–86 expedition, Cão continued to Cape Cross, in present-day Namibia, near the Tropic of Capricorn.

In 1488, Bartolomeu Dias rounded the Cape of Good Hope on the southern tip of Africa, proving false the view that had existed since Ptolemy that the Indian Ocean was land-locked. Simultaneously Pêro da Covilhã, traveling secretly overland, had reached Ethiopia, suggesting that a sea route to the Indies would soon be forthcoming.

As the Portuguese explored the coastlines of Africa, they left behind a series of padrões, stone crosses engraved with the Portuguese coat of arms marking their claims, and built forts and trading posts. From these bases, they engaged profitably in the slave and gold trades. Portugal enjoyed a virtual monopoly on the African seaborne slave trade for over a century, importing around 800 slaves annually. Most were brought to the Portuguese capital Lisbon, where it is estimated black Africans came to constitute 10 percent of the population.

Treaty of Tordesillas (1494)

In 1492 Christopher Columbus's after-discovery for Spain of the New World, which he believed to be Asia, led to disputes between the Spanish and the Portuguese. These were eventually settled by the Treaty of Tordesillas in 1494, which divided the world outside of Europe in an exclusive duopoly between the Portuguese and the Spanish along a north–south meridian 370 leagues, or , west of the Cape Verde islands. However, as it was not possible at the time to correctly measure longitude, the exact boundary was disputed by the two countries until 1777.

The completion of these negotiations with Spain is one of several reasons proposed by historians for why it took nine years for the Portuguese to follow up on Dias's voyage to the Cape of Good Hope, though it has also been speculated that other voyages were in fact taking place in secret during this time. Whether or not this was the case, the long-standing Portuguese goal of finding a sea route to Asia was finally achieved in a ground-breaking voyage commanded by Vasco da Gama.

The Portuguese enter the Indian Ocean

The squadron of Vasco da Gama left Portugal in 1497, rounded the Cape and continued along the coast of East Africa, where a local pilot was brought on board who guided them across the Indian Ocean, reaching Calicut (the capital of the native kingdom ruled by Zamorins (This city also known as Kozhikode) in south-western India in May 1498. The second voyage to India was dispatched in 1500 under Pedro Álvares Cabral. While following the same south-westerly route as Gama across the Atlantic Ocean, Cabral made landfall on the Brazilian coast. This was probably an accidental discovery, but it has been speculated that the Portuguese secretly knew of Brazil's existence and that it lay on their side of the Tordesillas line. Cabral recommended to the Portuguese King that the land be settled, and two follow up voyages were sent in 1501 and 1503. The land was found to be abundant in ''pau-brasil'', or brazilwood, from which it later inherited its name, but the failure to find gold or silver meant that for the time being Portuguese efforts were concentrated on India. In 1502, to enforce its trade monopoly over a wide area of the Indian Ocean, the Portuguese Empire created the cartaz licensing system, granting merchant ships protection against pirates and rival states.

Profiting from the rivalry between the ruler of Kochi and the Zamorin of Calicut, the Portuguese were well-received and seen as allies, as they obtained a permit to build the fort ''Immanuel'' ( Fort Kochi) and a trading post that was the first European settlement in India. They established a trading center at Tangasseri, Quilon (''Coulão'', Kollam) city in (1503) in 1502, which became the centre of trade in pepper, and after founding manufactories at Cochin (''Cochim'', Kochi) and Cannanore (''Canonor'', Kannur), built a factory at Quilon in 1503. In 1505 King Manuel I of Portugal appointed Francisco de Almeida first Viceroy of Portuguese India, establishing the Portuguese government in the east. That year the Portuguese also conquered Kannur, where they founded St. Angelo Fort, and Lourenço de Almeida arrived in Ceylon (modern Sri Lanka), where he discovered the source of cinnamon. Although Cankili I of Jaffna initially resisted contact with them, the Jaffna kingdom came to the attention of Portuguese officials soon after for their resistance to missionary activities as well as logistical reasons due to its proximity with Trincomalee harbour among other reasons. In the same year, Manuel I ordered Almeida to fortify the Portuguese fortresses in Kerala and within eastern Africa, as well as probe into the prospects of building forts in Sri Lanka and Malacca in response to growing hostilities with Muslims within those regions and threats from the Mamluk sultan.

A Portuguese fleet under the command of Tristão da Cunha and Afonso de Albuquerque conquered Socotra at the entrance of the Red Sea in 1506 and Muscat in 1507. Having failed to conquer Ormuz, they instead followed a strategy intended to close off commerce to and from the Indian Ocean. Madagascar was partly explored by Cunha, and Mauritius was discovered by Cunha whilst possibly being accompanied by Albuquerque. After the capture of Socotra, Cunha and Albuquerque operated separately. While Cunha traveled India and Portugal for trading purposes, Albuquerque went to India to take over as governor after Almeida's three-year term ended. Almeida refused to turn over power and soon placed Albuquerque under house arrest, where he remained until 1509.

Although requested by Manuel I to further explore interests in Malacca and Sri Lanka, Almeida instead focused on western India, in particular the Sultanate of Gujarat due to his suspicions of traders from the region possessing more power. The Mamlûk Sultanate sultan Al-Ashraf Qansuh al-Ghawri along with the Gujarati sultanate attacked Portuguese forces in the harbor of Chaul, resulting in the death of Almeida's son. In retaliation, the Portuguese fought and destroyed the Mamluks and Gujarati fleets in the sea Battle of Diu in 1509.

Along with Almeida's initial attempts, Manuel I and his council in Lisbon had tried to distribute power in the Indian Ocean, creating three areas of jurisdiction: Albuquerque was sent to the Red Sea, Diogo Lopes de Sequeira to South-east Asia, seeking an agreement with the Sultan of Malacca, and Jorge de Aguiar followed by Duarte de Lemos were sent to the area between the Cape of Good Hope and Gujarat. However, such posts were centralized by Afonso de Albuquerque after his succession and remained so in subsequent ruling.

File:A partida de Vasco da Gama para a Índia em 1497.jpg, Vasco da Gama's departure to India in 1497
File:Portuguese discoveries and explorationsV2en.png, Portuguese discoveries and explorations: first arrival places and dates; main Portuguese spice trade routes (blue)
File:Portuguese Carracks off a Rocky Coast.jpg, The carrack '' Santa Catarina do Monte Sinai'' exemplified the might and the force of the Portuguese Armada.
File:Codice Casanatense Portuguese Nobleman.jpg, 16th century Portuguese illustration from the Códice Casanatense, depicting a Portuguese nobleman with his retinue in India
File:Portuguese Nau.png, 16th century heavy Portuguese carrack.
File:Retrato de D. Francisco de Almeida (após 1545) - Autor desconhecido.png, First viceroy of India, Dom Francisco de Almeida.

Trade with Maritime Asia, Africa and the Indian Ocean

Goa, Malacca and Southeast Asia

By the end of 1509, Albuquerque became viceroy of the East Indies with the capital at Velha Goa, after the Cape route was discovered by Vasco da Gama. In contrast to Almeida, Albuquerque was more concerned with strengthening the navy, as well as being more compliant with the interests of the kingdom. His first objective was to conquer Goa, due to its strategic location as a defensive fort positioned between Kerala and Gujarat, as well as its prominence for Arabian horse imports.

The initial capture of Goa from the Bijapur sultanate in 1510 was soon countered by the Bijapuris, but with the help of Hindu privateer Timoji, on November 25 of the same year it was recaptured. In Goa, Albuquerque began the first Portuguese mint in India in 1510. He encouraged Portuguese settlers to marry local women, built a church in honor of St. Catherine (as it was recaptured on her feast day), and attempted to build rapport with the Hindus by protecting their temples and reducing their tax requirements. The Portuguese maintained friendly relations with the south Indian Emperors of the Vijayanagara Empire.

In April 1511, Albuquerque sailed to Malacca in Malaysia, the largest spice market of the period. Though the trade was largely dominated by the Gujarati, other groups such as the Turks, Persians, Armenians, Tamils and Abyssinians traded there. Albuquerque targeted Malacca to impede the Muslim and Venetian influence in the spice trade and increase that of Lisbon. By July 1511, Albuquerque had captured Malacca and sent Antonio de Abreu and Francisco Serrão (along with Ferdinand Magellan) to explore the Indonesian archipelago.

The Malacca peninsula became the strategic base for Portuguese trade expansion with China and Southeast Asia. A strong gate, called the A Famosa, was erected to defend the city and remains. Learning of Siamese ambitions over Malacca, Albuquerque immediately sent Duarte Fernandes on a diplomatic mission to the Kingdom of Siam (modern Thailand), where he was the first European to arrive, establishing amicable relations and trade between both kingdoms.

The Portuguese empire pushed further south and proceeded to discover Timor in 1512. Jorge de Meneses discovered New Guinea in 1526, naming it the "Island of the Papua". In 1517, João da Silveira commanded a fleet to Chittagong, and by 1528, the Portuguese had established a settlement in Chittagong. The Portuguese eventually based their center of operations along the Hugli River, where they encountered Muslims, Hindus, and Portuguese deserters known as ''Chatins''.

China and Japan

Jorge Alvares was the first European to reach China by sea, while the Romans were the first overland via Asia Minor. He was also the first European to discover Hong Kong. In 1514, Afonso de Albuquerque, the Viceroy of the Estado da India, dispatched Rafael Perestrello to sail to China in order to pioneer European trade relations with the nation.

In their first attempts at obtaining trading posts by force, the Portuguese were defeated by the Ming Chinese at the Battle of Tunmen in Tamão or Tuen Mun. In 1521, the Portuguese lost 2 ships at the Battle of Sincouwaan in Lantau Island. The Portuguese also lost 2 ships at Shuangyu in 1548 where several Portuguese were captured and near the Dongshan Peninsula. In 1549 two Portuguese junks and Galeote Pereira were captured. During these battles the Ming Chinese captured weapons from the defeated Portuguese which they then reverse engineered and mass-produced in China such as matchlock musket arquebuses which they named bird guns and Breech loading swivel guns which they named as Folangji (Frankish) cannon because the Portuguese were known to the Chinese under the name of Franks at this time. The Portuguese later returned to China peacefully and presented themselves under the name Portuguese instead of Franks in the Luso-Chinese agreement (1554) and rented Macau as a trading post from China by paying annual lease of hundreds of silver taels