In
postcolonial studies and in
critical theory, subalterns are the colonial populations who are socially, politically, and geographically excluded from the
hierarchy of power of an imperial
colony
A colony is a territory subject to a form of foreign rule, which rules the territory and its indigenous peoples separated from the foreign rulers, the colonizer, and their ''metropole'' (or "mother country"). This separated rule was often orga ...
and from the
metropolitan homeland of an empire.
Antonio Gramsci
Antonio Francesco Gramsci ( , ; ; 22 January 1891 – 27 April 1937) was an Italian Marxist philosophy, Marxist philosopher, Linguistics, linguist, journalist, writer, and politician. He wrote on philosophy, Political philosophy, political the ...
coined the term ''subaltern'' to identify the
cultural hegemony that excludes and displaces specific people and social groups from the socio-economic institutions of society, in order to deny their
agency and voices in colonial politics. The terms ''subaltern'' and ''subaltern studies'' entered the vocabulary of post-colonial studies through the works of the
Subaltern Studies Group of historians who explored the political-actor role of the common people who constitute the mass population, rather than re-explore the political-actor roles of the social and economic elites in the history of India.
As a method of investigation and analysis of the political role of subaltern populations,
Karl Marx's theory of history presents colonial history from the perspective of the
proletariat; that the ''who?'' and the ''what?'' of
social class
A social class or social stratum is a grouping of people into a set of Dominance hierarchy, hierarchical social categories, the most common being the working class and the Bourgeoisie, capitalist class. Membership of a social class can for exam ...
are determined by the economic relations among the social classes of a society. Since the 1970s, the term ''subaltern'' has denoted the
colonized peoples of the
Indian subcontinent
The Indian subcontinent is a physiographic region of Asia below the Himalayas which projects into the Indian Ocean between the Bay of Bengal to the east and the Arabian Sea to the west. It is now divided between Bangladesh, India, and Pakista ...
,
imperial history told from below, from the perspective of the colonized peoples, rather than from the perspective of the colonizers from
Western Europe
Western Europe is the western region of Europe. The region's extent varies depending on context.
The concept of "the West" appeared in Europe in juxtaposition to "the East" and originally applied to the Western half of the ancient Mediterranean ...
. By the 1980s, the Subaltern Studies method of historical enquiry was applied to
South Asia
South Asia is the southern Subregion#Asia, subregion of Asia that is defined in both geographical and Ethnicity, ethnic-Culture, cultural terms. South Asia, with a population of 2.04 billion, contains a quarter (25%) of the world's populatio ...
n
historiography
Historiography is the study of the methods used by historians in developing history as an academic discipline. By extension, the term ":wikt:historiography, historiography" is any body of historical work on a particular subject. The historiog ...
. As a method of intellectual discourse, the concept of the ''subaltern'' originated as a
Eurocentric method of historical enquiry for the study of non-Western peoples (of Africa, Asia, and the
Middle East
The Middle East (term originally coined in English language) is a geopolitical region encompassing the Arabian Peninsula, the Levant, Turkey, Egypt, Iran, and Iraq.
The term came into widespread usage by the United Kingdom and western Eur ...
) and their relation to Western Europe as the centre of world history. Subaltern studies became the model for historical research of the subaltern's experience of colonialism in the Indian subcontinent.
Denotations
In postcolonial theory, the term ''subaltern'' describes the lower social classes and
the Other social groups displaced to the margins of a society; in an imperial colony, a subaltern is a native man or woman without
human agency, as defined by his and her
social status. Nonetheless, the feminist scholar
Gayatri Chakravorty Spivak cautioned against an over-broad application of the term ''the subaltern'', because the word:
In
Marxist theory, the civil sense of the term ''subaltern'' was first used by
Antonio Gramsci
Antonio Francesco Gramsci ( , ; ; 22 January 1891 – 27 April 1937) was an Italian Marxist philosophy, Marxist philosopher, Linguistics, linguist, journalist, writer, and politician. He wrote on philosophy, Political philosophy, political the ...
(1891–1937). In discussions of the meaning of the term ''subaltern'' in the work of Gramsci, Spivak said that he used the word as a synonym for the ''proletariat'' (a code word to deceive the prison censor to allow his manuscripts out the prison), but contemporary evidence indicates that the term was a novel concept in Gramsci's political theory. The postcolonial critic
Homi K. Bhabha emphasized the importance of
social power relations in defining subaltern social groups as oppressed, racial minorities whose social presence was crucial to the self-definition of the majority group; as such, subaltern social groups, nonetheless, also are in a position to subvert the
authority
Authority is commonly understood as the legitimate power of a person or group of other people.
In a civil state, ''authority'' may be practiced by legislative, executive, and judicial branches of government,''The New Fontana Dictionary of M ...
of the social groups who hold hegemonic power.
In ''Toward a New Legal Common Sense'' (2002), the sociologist
Boaventura de Sousa Santos applied the term ''subaltern cosmopolitanism'' to describe the counter-hegemonic practice of social struggle against
Neoliberalism and
globalization
Globalization is the process of increasing interdependence and integration among the economies, markets, societies, and cultures of different countries worldwide. This is made possible by the reduction of barriers to international trade, th ...
, especially the struggle against
social exclusion. Moreover, de Sousa Santos applied ''subaltern cosmopolitanism'' as interchangeable with the term ''cosmopolitan legality'' to describe the framework of
diverse norms meant to realise an ''equality of differences'', wherein the term ''subaltern'' identifies the oppressed peoples, at the margins of society, who are struggling against the hegemony of economic globalization. Context, time, and place determine who, among the marginalised peoples, is a subaltern; in India, women, ''
Shudras'' and
''Dalits'' (also known as Untouchables), and rural migrant labourers are part of the subaltern social stratum.
Theory
Postcolonial theory studies the
power and the continued dominance of Western ways of intellectual enquiry, the methods of generating
knowledge
Knowledge is an Declarative knowledge, awareness of facts, a Knowledge by acquaintance, familiarity with individuals and situations, or a Procedural knowledge, practical skill. Knowledge of facts, also called propositional knowledge, is oft ...
. In the book ''
Orientalism
In art history, literature, and cultural studies, Orientalism is the imitation or depiction of aspects of the Eastern world (or "Orient") by writers, designers, and artists from the Western world. Orientalist painting, particularly of the Middle ...
'' (1978),
Edward Said
Edward Wadie Said (1 November 1935 – 24 September 2003) was a Palestinian-American academic, literary critic, and political activist. As a professor of literature at Columbia University, he was among the founders of Postcolonialism, post-co ...
conceptually addresses the oppressed subaltern native to explain how the Eurocentric perspective of Orientalism produced the ideological foundations and justifications for the colonial
domination of
the Other. Before their actual explorations of The Orient, Europeans had invented imaginary geographies of the Orient; predefined images of the savage peoples and exotic places that lay beyond the horizon of the Western world. The mythologies of Orientalism were reinforced by travellers who returned from Asia to Europe with reports of monsters and savage lands, which were based upon the conceptual ''
difference'' and ''strangeness'' of the Orient; such cultural discourses about the Oriental Other were perpetuated through the mass communications media of the time, and created an Us-and-Them binary social relation with which the Europeans defined themselves by defining the differences between the Orient and the Occident. As a foundation of colonialism, the Us-and-Them binary social relation misrepresented the Orient as backward and irrational lands, and, therefore, in need of the European
civilizing mission, to help them become
modern, in the Western sense; hence, the Eurocentric
discourse
Discourse is a generalization of the notion of a conversation to any form of communication. Discourse is a major topic in social theory, with work spanning fields such as sociology, anthropology, continental philosophy, and discourse analysis. F ...
of Orientalism excludes the voices of the subaltern natives, the Orientals, themselves.
The cultural theorist
Stuart Hall said that the power of cultural discourse created and reinforced Western dominance of the non-Western world. That the European discourses describing the differences between The West and The East, applied European cultural categories, languages, and ideas to represent the non-European Other. The knowledge produced by such discourses became social praxis, which then became reality; by producing a discourse of difference, Europe maintained Western dominance over the non-European Other, using a binary social relation that created and established the Subaltern native, realised by excluding The Other from the production of discourse, between the East and the West.
The voice of the subaltern
In ''Geographies of Post colonialism'' (2008), Joanne Sharp developed
Spivak's line of reasoning that Western intellectuals displace to the margin of intellectual discourse the non–Western forms of "knowing" by re-formulating, and thus intellectually diminishing, such forms of acquiring knowledge as
myth
Myth is a genre of folklore consisting primarily of narratives that play a fundamental role in a society. For scholars, this is very different from the vernacular usage of the term "myth" that refers to a belief that is not true. Instead, the ...
and
folklore
Folklore is the body of expressive culture shared by a particular group of people, culture or subculture. This includes oral traditions such as Narrative, tales, myths, legends, proverbs, Poetry, poems, jokes, and other oral traditions. This also ...
. To be heard and to be known, the subaltern native must adopt Western ways of knowing (language, thought, reasoning); because of such
Westernization, a subaltern people can never express their native ways of knowing, and, instead, must conform their native expression of knowledge to the Western, colonial ways of knowing the world. The subordinated native can be heard by the colonisers only by speaking the language of their empire; thus, intellectual and cultural filters of conformity muddle the true voice of the subaltern native. For example, in
Colonial Latin America, the subordinated natives conformed to the colonial culture, and used the linguistic filters of religion and servitude when addressing their Spanish imperial rulers. To make effective appeals to the Spanish Crown, slaves and natives would address the rulers in ways that masked their own, native ways of speaking.

The historian
Fernando Coronil said that his goal as an investigator must be "to listen to the subaltern subjects, and to interpret what I hear, and to engage them and interact with their voices. We cannot ascend to a position of dominance over the voice, subjugating its words to the meanings we desire to attribute to them. That is simply another form of discrimination. The power to narrate somebody's story is a heavy task, and we must be cautious and aware of the complications involved."
Like Spivak,
bell hooks
Gloria Jean Watkins (September 25, 1952 – December 15, 2021), better known by her pen name bell hooks (stylized in lowercase), was an American author, theorist, educator, and social critic who was a Distinguished Professor in Residence at Be ...
questions the academic's engagement with the
non–Western Other. That in order to truly communicate with the subaltern native, the academic would have to remove him or herself as "the expert" at the center of the Us-and-Them binary social relation. Traditionally, the academic wants to learn of the subaltern native's experiences of colonialism, but does not want to know the subaltern's (own) explanation of his or her experiences of colonial domination. In light of the mechanics of Western knowledge, hooks said that a true explanation can come only from the expertise of the Western academic, thus, the subaltern native surrenders knowledge of colonialism to the investigating academic. About the binary relationship of investigation, between the academic and the subaltern native, hooks said that:
As a means of constructing a great history of society, the story of the subaltern native is a revealing examination of the experience of colonialism from the perspective of the subaltern man and the subaltern woman, the most powerless people living within the socio-economic confines of imperialism; therefore, the academic investigator of post-colonialism must not assume cultural superiority when studying the voices of the subaltern natives.
Development discourse
Colonialist and
Orientalist thinking is integral to mainstream development discourse. This discourse advocates
modernization theory, the notion that an underdeveloped country's the modernization ''should'' follow the path to modernization taken (and established) by the developed countries of the West. As such, proponents identify capitalist economic systems, free trade, open markets, and liberal democratic state governance as the means by which countries should modernize ''en route'' to becoming "developed" like Western countries. Participants in mainstream development discourse misconstrue Western social, political, economic, and cultural policies as universally applicable and indeed advocate applying them to every country in order to modernize it.
[Lawson, Victoria. ''Making Development Geography''. UK: Hodder Education, 2007.]
In ''Making Development Geography'' (2007), Victoria Lawson presents a critique of mainstream development discourse as mere recreation of the Subaltern, which is effected by means of the subaltern being disengaged from other social scales, such as the locale and the community; not considering regional, social class, ethnic group, sexual- and gender-class differences among the peoples and countries being modernized; the continuation of the socio-cultural treatment of the subaltern as a subject of development, as a subordinate who is ignorant of what to do and how to do it; and by excluding the voices of the subject peoples from the formulations of policy and practice used to effect the modernization.
As such, the subaltern are peoples who have been silenced in the administration of the colonial states they constitute, they can be heard by means of their political actions, effected in protest against the
discourse
Discourse is a generalization of the notion of a conversation to any form of communication. Discourse is a major topic in social theory, with work spanning fields such as sociology, anthropology, continental philosophy, and discourse analysis. F ...
of mainstream development, and, thereby, create their own, proper forms of modernization and development. Hence do subaltern social groups create social, political, and cultural movements that contest and disassemble the exclusive claims to power of the Western imperialist powers, and so establish the use and application of local knowledge to create new spaces of opposition and alternative, non-imperialist futures.
References
Bibliography
* Dube, Saurabh / Seth, Sanjay / Skaria, Ajay (Ed.): ''Dipesh Chakrabarty and the Global South: Subaltern Studies, Postcolonial Perspectives, and the Anthropocene'', Routledge, London/New York 2020.
*Darder'', Antonia: Decolonizing Interpretive Research: A Subaltern Methodology for Social Change'', Routledge, London/New York 2019.
*Santos, Boaventura de Sousa: ''Toward a New Legal Common Sense'', 2nd ed. (London: LexisNexis Butterworths), particularly, 2002: 458–493.
*Chakrabarty, Dipesh: ''Habitations of Modernity: Essays in the Wake of Subaltern Studies''. University of Chicago Press 2002.
*Rodríguez, Ileana: ''The Latin American subaltern studies reader.'' Duke University Press, North Carolina 2001.
*Guha, Ranajit: ''Subaltern Studies Reader, 1986-1995''. University of Minnesota Press 1997.
*Bhabha, Homi K.: "Unsatisfied: notes on vernacular cosmopolitanism." In: ''Text and Nation: Cross-Disciplinary Essays on Cultural and National Identities''. Ed. Laura Garcia-Moreno and Peter C. Pfeiffer. Columbia, SC: Camden House, 1996: 191-207.
* Spivak, Gayatri Chakravorty: "Can the Subaltern Speak?". In: ''Marxism and the Interpretation of Culture''. Eds. Cary Nelson and Lawrence Grossberg. Urbana, IL: University of Illinois Press, 1988: 271-313.
External links
Contemporary Postcolonial and Postimperial LiteratureCan the Subaltern Speak? by Gayatri Chakravorty SpivakSubaltern.org: An organization for underrepresented artists.**The website defines "Subaltern" in the following manner: "Originally a term for subordinates in military hierarchies, the term subaltern is elaborated in the work of Antonio Gramsci to refer to groups who are outside the established structures of political representation. In 'Can the Subaltern Speak?' Gayatri Spivak suggests that the subaltern is denied access to both
mimetic
Mimesis (; , ''mīmēsis'') is a term used in literary criticism and philosophy that carries a wide range of meanings, including ''imitatio'', imitation, Similarity (philosophy), similarity, receptivity, representation (arts), representation, m ...
and political forms of representation."
Subaltern studies bibliographyBiography and major publications for Spivak.* Voices from the Aapravasi Ghat, Khal TOrabully, http://www.potomitan.info/torabully/voices.php
{{Theories of History
Antonio Gramsci
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Postcolonialism
Neocolonialism
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