A general view of the hemicycle during of a plenary session on BREXIT vote of the European Parliament in Brussels, Belgium on January 29, 2020. Photo: Alexandros Michailidis.

On Chantal Mouffe’s ‘Democratic Agonism’ and EU Democratic Deficit

Conflict constitutes an essential part of a healthy democratic society and should not be eradicated from it. Nevertheless, the “others” must not be intended as enemies to destroy but as adversaries whose ideas can be fought – even with ferocity – without ever questioning their right to defend them. Adopting a “competitive struggle” – as Chantal Mouffe calls it – implies mutual consensus towards institutions and socio-political values, even if it allows political actors to disagree on them, in the light of a “conflicting consensus.”

By Luca Mancin

According to social identity theory (Tajfel & Turner, 1986), societal and political environments are characterized by contentions and intra-groups relations. Politics does not make an exception with its long tradition of struggles and conflicts that gave birth to the so-called antagonistic paradigm (Schmitt, 1996), namely a political hostility that cannot be solved but through a mortal dispute. Though antagonism it can be softened and transformed into what Chantal Mouffe (2013) calls democratic agonism, where dissensus is present but the opposition occurs within shared values and pluralism is safeguarded.

By applying democratic agonism to the integration of the European Union (EU), focusing specifically on post-functionalism, it is unavoidable to deal with the broad concept of Euroscepticism, namely a critical and opposing attitude toward the EU’s economic and political integration. More specifically, this commentary investigates how a democratic agonism among softened Eurosceptic parties within the European Parliament can represent a remedy to the EU democratic deficit. Post-functionalism, indeed, tackles European integration from a national outlook. Hence it is a pluralistic and variegated approach to the EU affected by cultural and socio-political differences by mirroring potential incompatibilities of European politics. Might Mouffe’s democratic agonism precisely offer a solution to overcome such obstacles by promoting a pluralistic image of European politics through a pluralism of peoples and cultures within shared socioeconomic and political values?

The Democratic Agonism Paradigm

‘Why do you kill me?’ 

‘What! Do you not live on the other side of the water? If you lived on this side, my friend, I should be an assassin, and it would be unjust to slay you in this manner. But since you live on the other side, I am a hero, and it is just.’

This sentence, contained in Blaise Pascal’s Thoughts (2011: 51), perfectly describes the human attitude to categorizing the social world in a dichotomic manner. After all, Sigmund Freud as well, in Civilization and Its Discontents (1930: 114), wrote that “It is always possible to bind together a considerable number of people in love, so long as there are other people left over to receive the manifestations of their aggressiveness.” A claim that recalls what Carl Schmitt (1996) argued about the Manichean structure of politics that relies on the contraposition between “friend” and “enemy.” Such behavior is also observable in the social identity theory elaborated by Tajfel & Turner (1986). According to this model, people create us/them divisions in their social environment and behave in the function of their membership group. 

Social identity theory relies on three steps. First, people categorize themselves and identify two parties – the in-group (“us”) and the out-group (“them”); secondly, the in-group’s members adopt the features that are believed to characterize that group; finally, the in-group compares itself with the out-group by exalting themself and belittling the other.

As anticipated above, the Manichean division between “us” and “them” is central in Schmitt’s (1996) work. The German philosopher maintained the crucial political distinction between “friend” (Freund) and “enemy” (Feind). Therefore, for him, the political enemy is “the other” or “the stranger” (der Fremde). The concept of enemy regards a group of people fighting and opposing – it is the Greek πόλεμος (pόlemos) or the Latin hostis (the public enemy). According to Schmitt, then, “the political” has two characteristics: 1) a polemical component embodied by a concrete conflict, and 2) the identification of “politician” in the sense of a political party.

The “us” versus “them” dichotomy is one of the main features of Eurosceptic and populist parties – as suggested by Cas Mudde (2004), who described populism as an opposition between “the pure people” and “the corrupt elite.” Manichean rhetoric polarizes citizenship and orients it towards a common enemy by finding a suitable scapegoat for each problem (Banning, 2006). We often notice this strategy investigating Eurosceptic and populist vocabulary and discourses, which propose an undetermined people opposed to a vague elite – the EU, the establishment, the bankers. So, an antagonistic approach allows citizens to identify a common enemy, but it denies any chance of constructive criticism and political compromise since it does not consent to establishing a fruitful political debate. Then, it is essential to find an agonistic alternative that permits dialogue and institutionalization of the conflict.

With this in mind, we draw on Chantal Mouffe’s (2013) work, which produces sublimation and institutionalization of Schmitt’s antagonism – which does not allow space for a confrontation between the two contenders that is not deadly. By contrast, Mouffe’s solution aims to overcome the limitations of a mortal political conflict by moving it into a political arena regulated by shared values and principles within institutions. By doing this, Mouffe proposes an agonistic model of democracy, whose purpose does not consist of reaching a consensus without exclusion because that would involve a “we” without a “them” – which is impossible. Mouffe recalls the idea of “radical negativity” – a form of negativity impossible to overcome and that prevents the full achievement of objectivity. Such radical negativity leaves open the possibility of an antagonism: recognizing the existence of radical negativity means recognizing the multiplicity and the divisions of the people. Societies cannot overcome such divisions but only institutionalize them.

Mouffe’s model of political society has its roots in the concepts of “antagonism” and “hegemony.” Antagonism indicates a conflict with no rational solution, while hegemony describes every society’s constitutive and ineliminable negativity. The hegemonic feature of human communities involves that every social order relies on a contingent articulation of power relations without an ultimate rational foundation. Consequently, societies are always the product of a series of practices attempting to establish a determined order in a contingent context. Hence, Mouffe declares that the central political issue consists of establishing an oppositional us/them compatibly with a pluralistic acceptance. The conflict constitutes an essential part of a healthy democratic society and should not be eradicated from it. Nevertheless, the “others” must not be approached as enemies to destroy but as adversaries whose ideas can be fought – even with ferocity – without ever questioning the right to defend. Adopting a “competitive struggle” – as Mouffe calls it – implies mutual consensus towards institutions and socio-political values, even if it allows political actors to disagree, in the light of a “conflicting consensus.”

But what happens if we apply Mouffe’s democratic agonism to European integration theories?

European Integration and Democratic Deficit

Integration theories analyze how to increase political cooperation within the EU by dealing with the EU integration results and the development of its institutions (Diez & Wiener, 2018). Among the several diversified EU integration theories, the post-functionalist outlook is relevant for this commentary. Such a theory, elaborated by Hooghe & Marks (2009), tackles the European Union from the national level of member states by stating that their domestic level politics shapes and affects EU integration and politicizes EU policies. The focus, the authors argue, is precisely on the conflicts at the level of the national citizenry, which constitute the driving forces of European integration.

Indeed, post-functionalism has spread after the Maastricht Treaty in 1992 and runs parallel to the shift from a “permissive consensus” to a “constraining dissensus” (Hooghe & Marks, 2009). By this term, scholars mean the greater awareness of citizens concerning European issues in the post-Maastricht Treaty period, followed by a broader politicization of the EU’s matters. Such a mutation has been a critical turning point for the European integration process, coinciding with the normalization of Eurosceptic parties (Bijsmans, 2020; Brack & Startin, 2015), which exploited the decrease of EU support and the increase of room for manifesting such a discontent (de Vries & Edwards, 2009). Besides, the diffusion of post-functionalism highlights the growing issue of the EU democratic deficit by making popular discontent concerning EU-related issues heard through national politics.

Whether the European Union is democratic or not raises broad debates (Beetham & Lord, 1998; Schmidt, 2006). The democratic deficit is the idea that “EU institutions and their decision-making procedures suffer from a lack of democracy and seem inaccessible to the ordinary citizen due to their complexity” (EUR-Lex)[1]. Such a democratic deficit might have different causes (the lack of genuine representative democracy in the EU, the absence of a common European demos, and the democratic deficit at the national level). Some scholars argue that the EU needs more profound politicization to create political debate to overcome the democratic deficit (Bellamy & Kroger, 2013; Føllesdal & Hix, 2006). These suggestions might entail pan-European elections, the President of the European Commission elected by the European Parliament, or a broader Europeanization of the public sphere. By contrast, other scholars maintain that the EU is as democratic as it could/should be because it aims to produce Pareto-efficient outcomes (Majone, 1994; Moravcsik, 2008). Namely, the EU creates a situation where the allocation of resources is such that improvements cannot be made to the system (i.e., the condition of one person cannot be improved without worsening the condition of another).

A general image of the EU’s democratic deficit, its causes, and potential remedies allows us to investigate whether the increasing number of softened Eurosceptic parties improved the democratic environment of the European Parliament – in terms of debates and participation – by producing a “democratic agonism.” Indeed, Chantal Mouffe (2013) considers it one of the possible solutions for the future of the EU integration since it would preserve the pluralism of identities and allow a “conflicting consensus” within the shared and common values of the Union.

Softened Euroscepticism as a Remedy to EU Democratic Deficit

Addressing the EU democratic deficit through Euroscepticism requires orientating within the complex and vague field of this topic (Szczerbiak & Taggart, 2017). Taggart has generally defined Euroscepticism as “the idea of contingent or qualified opposition, as well as incorporating outright and unqualified opposition to the process of European integration” (1998: 366). Taggart & Szczerbiak (2002) elaborate a further differentiation between “hard” and “soft” Euroscepticism. The first term indicates an opposition per se to the EU, while the second one depicts a qualified opposition to the EU – namely, a rejection of specific integration fields. However, as Kopecky and Mudde (2002) point out, it is still a too broad definition.

While these two broad categories represent necessary starting points, it is crucial to offer more specific definitions of the soft version to tackle this issue properly. Hence, I argue we should consider the category of “Eurorealizm” or softened Euroscepticism by referring to a political position that has been named in two different ways within the literature of this field. One is the term “Europragmatizm” (Kopecky & Mudde, 2002), which depicts a positive attitude towards the ideological image of the EU, but also an opposition to the principles of the European integration process. Similarly, such a political habit recalls the term “revisionist” (Flood & Usherwood, 2005), namely the desire to return to earlier stages of the EU. Finally, concerning Vasilopoulou’s (2011) work, we can consider such a position as a “conditional Euroscepticism” since it accepts a cultural definition of Europe and is aware of the importance of multilateral cooperation at the EU level but rejects the current EU’s political practice and future integrational steps.

Once we have defined what we mean here by softened Euroscepticism, we can examine how these stances can represent a (partial) remedy to the EU democratic deficit. It is essential to draw on Milner (2000), who talks about “healthy scepticism,” considering Euroscepticism as a litmus test for the awareness of critical citizenry concerning the EU’s issues. More recently, De Wilde & Trenz (2012) reconduct Euroscepticism to the EU’s integration process by stating that it is a natural element of the opposition to the European political project. Besides, it embodies a contestation of the European polity, and it might help address problems about sovereignty, democratic deficit, and responsiveness by being part of the more extensive process of legitimation and democratization of the Union. For this reason, Brack & Startin (2015), analyzing how Euroscepticism is currently a mainstream aspect of European politics, ask whether it can help in terms of a remedy to the EU democratic deficit. The literature offers two answers to this question. Firstly, Brack & Costa (2017) maintains that Eurosceptic conflicting opinions inside the European Parliament show the high degree of democratic pluralism of the Union itself. Secondly, Krouwel & Abst (2007) underline the positive aspect of populist Eurosceptic parties in the European Parliament since these actors represent a stimulus for an active citizenry. After all, a healthy democracy relies on political contestation and critics, and, to a certain extent, Euroscepticism triggering political discontent can reveal itself as a positive aspect of a democratic regime.

Such theoretical statements find a practical realization in contemporary general Eurosceptic parties’ tendency to soften their position and take up a position of what we defined above as “Eurorealism” (Balfour et al., 2019; Taggart, 2019). In other words, nowadays, Eurosceptic parties are still critics of the European Union but do not assess the exit from the EU as a feasible solution. Here, looking at the question of Eurorealism and examining whether it can fuel democratization of the EU through Mouffe’s (2013) democratic agonistic paradigm implies a European Parliament with a pluralistic trim, where conflicts are present and essential but regulated within shared values and principles. The transposition into the European Studies literature of Mouffe’s approach can be traced in Nicolaïdis’ (2004) concept of “demoi-cracy.” By this term, he means a combination of pluralistic nations and peoples working together to overcome the democratic problems in the EU but maintaining their essential socio-cultural differences and ideological divergences. Only through the maintenance of these unavoidable and natural “geo-philosophical faults” – as the Italian philosopher Massimo Cacciari calls them (1994 & 1997) – it is possible to safeguard the “field of conflicting forces”, as the Polish philosopher Krzysztof Pomian once described Europe.

Conclusion

This commentary applied Mouffe’s theory on democratic agonism (2013) to post-functional theories of European integration. It argued that approaching Euroscepticism through the lens of democratic agonism rather than antagonism shows how pluralism and shared values can address the EU democratic deficit. In particular, it was argued that democratic agonism would allow the increasing number of softened Eurosceptic parties to elaborate constructive criticism toward the Union’s trim without menacing an exit of their member states from the EU. Such a solution would safeguard cultures and peoples’ pluralism in what Nicolaïdis (2004) called “demoi-cracy” and constitute a compromise for the “conflicting forces” featuring the European Union politics. In the EU, then, there would still be a “competitive struggle,” not between “friends” and “enemies,” but between adversaries whose positions can be fought but must be respected in the light of a “conflicting consensus.”

References

Balfour, R.; Basagni, L.; Flotho-Liersch, A.; Fusaro, P.; Gelhaus, L.; Groenendaal, L.; Hegedus, D.; Von Homeyer, H.; Kausch, K.; Kutschka, T.; Matrakova, M.; Rempala, J.; & Tani, K. (2019). Divide and Obstruct: Populist Parties and EU Foreign Policy. German Marshall Fund of the United States.

Banning, M. E. (2006). “The Politics of Resentment.” JAC, 26(1/2), 67–101. http://www.jstor.org/stable/20866722 

Beetham, D., & Lord, C. (1998). Legitimacy and the European Union. London: Longman.

Bellamy, R., & Kröger, S. (2013). “Representation Deficits and Surpluses in EU Policy-making.” Journal of European Integration35(5), 477-497.

Bijsmans, P. (2020). “Euroskepticism, a multifaceted phenomenon.” In: Oxford Research Encyclopedia of Politics. Oxford University Press.

Brack, N., & Costa, O. (2017). “Transnational and Pan-European Euroscepticism.” In: B. Leruth, N. Startin & S. Usherwood (Eds.). The Routledge Handbook of Euroscepticism (pp. 551-569). Routledge.

Brack, N, & Startin, N. (2015). “Introduction: Euroscepticism, from the margins to the mainstream.” International Political Science Review36(3), 239–249.

Cacciari, M. (1994). Geofilosofia dell’Europa [Geo-philosophy of Europe]. Adelphi.

Cacciari, M. (1997). Arcipelago [Archipelago]. Adelphi.

De Vries, C. E. & Edwards, E. E. (2009). “Taking Europe to Its Extremes: Extremist Parties and Public Euroscepticism.” Party Politics. 15(1), 5–28.

de Wilde, P. & Trenz, H.J. (2012). “Denouncing European integration: Euroscepticism as polity contestation.” European Journal of Social Theory15(4): 537–554.

Diez, T. & Wiener, A. (2018). “Introducing the Mosaic of Integration Theory.” In: A. Wiener & T. Diez (Eds.), European Integration Theory (pp. 1-24). Oxford University Press.

Flood, C. & Usherwood, S. (2005). Positions, Dispositions, Transitions: A model of Group Alignment on EU Integration. Paper presented at the 55th Annual Conference of the Political Studies Association University of Leeds, 5-7 April 2005.

Føllesdal, A. & Hix, S. (2006). “Why There is a Democratic Deficit in the EU: A Response to Majone and Moravcsik.” Journal of Common Market Studies, 44(33), 533–562 

Freud, S. (1930). Civilization and its DiscontentsThe Standard Edition of the Complete Psychological Works of Sigmund Freud, Volume XXI (1927-1931). The Future of an Illusion, Civilization and its Discontents, and Other Works, 57-146. Available at: https://www.sas.upenn.edu/~cavitch/pdf-library/Freud_SE_Civ_and_Dis_complete.pdf

Hooghe, L., & Marks, G. (2009). “A Post-functionalist Theory of European Integration: From Permissive Consensus to Constraining Dissensus.” British Journal of Political Science, 39(1), 1–23.

Kopecky, P. & Mudde, C. (2002). “The Two Sides of Euroscepticism. Party Positions on European Integration in East Central Europe.” European Union Politics3(3), 297-326.

Krouwel, A. & Abts, K. (2007). “Varieties of Euroscepticism and Populist Mobilization: Transforming Attitudes from Mild Euroscepticism to Harsh Eurocynicism.” Acta Politica42, 252–270.

Majone, G. (1994). “The Rise of the Regulatory State in Europe.” West European Politics, 17(3), 77–101.

Milner, S. (2000). “Introduction: A Healthy Scepticism?” Journal of European Integration22(1), 1-13.

Moravcsik, A. (2008). “The Myth of Europe’s ‘Democratic Deficit’.” Intereconomics, 43(6): 331–340.

Mouffe, C. (2013). Agonistics. Thinking the World Politically. Verso.

Mudde, C. (2004). “The Populist Zeitgeist.” Government and Opposition39(4), 541–563. https://doi.org/10.1111/j.1477-7053.2004.00135.x  

Nicolaïdis, K. (2004). “The new constitution as european “demoi‐cracy”?” Critical Review of International Social and Political Philosophy7(1), 76-93.

Pascal, B. [(2011) 1669]. The Thoughts of Blaise Pascal. The Online Library of Liberty. Available at: https://oll-resources.s3.us-east-2.amazonaws.com/oll3/store/titles/2407/Pascal_1409_EBk_v6.0.pdf

Schmidt, V. A. (2006). Democracy in Europe. Oxford University Press.

Schmitt, C. (1996). The Concept of the Political [1932]. Chicago University Press.

Szczerbiak, A. & Taggart, P. (2017). “Contemporary Research on Euroscepticism.” In: B. Leruth, N. Startin, & S. Usherwood (Eds.). The Routledge Handbook of Euroscepticism (pp. 45-60). Routledge.

Taggart, P. (1998). “A Touchstone of Dissent: Euroscepticism in Contemporary Western European Party Systems.” European Journal of Political Research, 33, 363-388.

Taggart, P. (2019). “Party-based hard Euroscepticism in the 2019 European parliament elections.” In: N. Bolin, K. Falasca, M. Grusel, et alEuroflections: Leading academics on the European elections 2019 (p. 26). Demicom report no. 40. Sundsval: Mittuniversitetet.

Taggart, P. & Szczerbiak, A. (2002). Crossing Europe: Patterns of Contemporary Party-Based Euroscepticism in EU Member States and the Candidate States of Central and Eastern Europe. Paper prepared for presentation at the European Consortium for Political Research Joint Workshops, Turin, March 21-27, 2002.

Tajfel, H. & Turner, J.C. (1986). “The social identity theory of intergroup behavior.” In: S. Worchel & W.G. Austin (Eds). Psychology of intergroup relations. Nelson-Hall.

Vasilopoulou S. (2011). “European Integration and the Radical Right: Three Patterns of Opposition.” Government and Opposition46(2), 223-244.


[1] The definition is available at: https://eur-lex.europa.eu/summary/glossary/democratic_deficit.html.

Photo: Matej Kastelic.

ECPS Academy Future Leaders Program (July 4-8, 2022)   

Euroscepticism and far-right politics: The populist challenge to EU norms, institutions and values 

Are you an early-career academic researcher in the social sciences or humanities at Bachelor’s or Master’s level? Are you passionate about European politics and understanding the dynamics that shape it? Are you looking for a way to expand your knowledge under the supervision of leading experts, seeking options to have your work published by a European research institute, or simply in need of a few extra ECTS credits for your studies? Then consider applying to ECPS Academy Future Leaders Program! The European Center for Populism Studies (ECPS) is looking to select a handful of outstanding young researchers for a unique opportunity to assess the populist challenge to European politics in a five-day, interactive Summer course led by global experts from a variety of backgrounds. This rigorous program will provide a state-of-the-art introduction to a number of key issues in the field of populism studies and enable successful candidates to explore their own ideas under the supervision of our experts. You gain not only an opportunity to have your work published and a handful of ECTS points but also a unique opportunity to broaden your horizons and deepen your understanding of the challenges facing European politics in the 21st century.  

Overview  

European politics have witnessed, over the last 20 years, a subversive wave of Eurosceptic, nativist, populist far-right politics. Beginning as a phenomenon on the socio-political fringes, populism has found fertile ground in the post-industrial economies of the West, attaching itself to nationalist and de-modernising movements threatening core European values of democracy, openness, tolerance and non-discrimination – and, in the process, taking many democracies by storm. In Donald Trump and the successful ‘Brexit’ campaign in the United Kingdom, many saw right-wing populism reaching its political apex and the 2010s to be the ‘populist decade’, marking populism’s entry into the political mainstream; today, although Covid-19, in a sense, undermined support for right-wing populist governance, the economic and social uncertainties that remain mean the spectre of exclusionary populism is never far.  

This trend threatens the European Union on both the institutional and the normative level. EU values such as democracy, freedom, human rights, justice, and equality are under greater threat today than perhaps at any point in the Union’s 50 years of history. Understanding the drivers and the impact of populist right politics on liberal democracy is key to tackling the most critical challenges facing European identity, institutions and values. The ECPS Academy Future Leaders Program seeks to empower future generations by helping the exceling young scholars of tomorrow to understand the nature and dynamics of the populist moment, and thereby facilitate the development of constructive and effective responses. As Europe celebrates the EU Year of Youth in 2022, our five-day Future Leaders Program offers young people a dynamic, engaging and interdisciplinary learning environment with an intellectually challenging program presented by world class scholars of populism, allowing them to grow as future academic, intellectual, activist and public leaders. 

Over the course of five days, interactive lectures by world-leading practitioners and experts from a number of backgrounds will introduce populism from a variety of angles and explore the fundamental questions and potent tensions its popularity raises. The lectures are complemented by discussions, group interactions and assignments on selected key issues to develop critical and openminded engagement with some of the most pressing questions of European politics, and to introduce participants to cutting-edge qualitative and quantitative approaches to populism reflective of the state of social science research today. Participants have the opportunity to collaborate with those from different socio-political contexts, developing invaluable cross-cultural perspectives and facilitating a knowledge exchange that goes beyond European borders.  

Who should apply? 

This unique course is addressed to outstanding candidates interested in gaining a more comprehensive and critical understanding of how the rise of far-right populism, and related trends like Euroscepticism, nativism, authoritarianism and exclusionary politics subvert the European Union’s basic pillars and essential European values. A select group of participants will be chosen based on merit, with applications welcomed from students pursuing bachelor’s and master’s degrees of any discipline, as well as early career professionals between the ages of 18 and 30. You will be selected on the basis of a letter of motivation, a CV and a research proposal of between 500 and 1000 words. The proposal should give a brief analysis of populism’s relationship to one or more core European value, and ideally outline a plan to investigate this relationship further. Drawing upon and correctly citing academic sources is desirable.  

We value the high level of diversity on our courses, welcoming applications from people of all backgrounds. The deadline for submitting applications is June 20, 2022. Reflecting the properly pan-European character of the ECPS Academy Future Leaders Program – but unfortunately also the difficulties of organising in-person events in times of pandemic – the 2022 Program will take place on Zoom, consisting of two sessions each day.  

Topics and Lecturers

  • “Populism in Europe: Origins and causes of the populist moment,” by Paul Taggart, Professor of Politics, University of Sussex.
  • “Nativist Populism: Political discourse between othering and inclusion,” by Ruth Wodak, Emeritus Distinguished Professor of Discourse Studies, Lancaster University.
  • “Populism and nationalism: Challenges to the idea of European Union,” by Daphne Halikiopoulou, Professor of Comparative Politics, University of Reading.
  • “Populism and the rule of law,” by Bojan Bugarič, Professor of Law, University of Scheffield.
  • “Populism and economic performance: Implications on institutions and good governance,” by Ibrahim Ozturk, Professor of Economics, University of Duisburg-Essen.
  • “Russia’s populist discourse and its invasion of Ukraine: Challenges for the EU,” by Neil Robinson, Professor of Comparative Politics, University of Limmerick.
  • “Populism and participation: Democracy by the People, for the People? by Susana Salgado, Professor of Political Communication, Principal Researcher at the Institute of Social Sciences, University of Lisbon
  • “Populism and new media: Understanding challenges online and offline,” by Dr Eviane Leidig, Research Fellow, International Center for Counter-Terrorism.
  • “Populism and gender: Gender identity in populist discourse,” by Dr Haley McEwen, Researcher, Wits Centre for Diversity Studies, University of the Witwatersrand.

Evaluation Criteria 

Meeting the assessment criteria is required from all participants aiming to successfully complete the program and receive a certificate of attendance in the end. These evaluation criteria include full attendance, active participation in lectures, and the successful completion of an individual written assignment, ideally (but not necessarily) linked to your research proposal.  

Participants are expected to write an article or essay on a topic of their choice based on one of the themes discussed during the program. They are expected to plan and produce original work that presents arguments in a clear and balanced way drawing on multiple sources and incorporating and citing them consistent with academic standards. For this process, they will be supervised by one of our in-house experts to complete this assignment successfully. The articles will be between 2,000 and 3,000 words and need to be submitted within a month from the end of the program; selected papers will be considered for publication on the ECPS website and ECPS Youth blog. 

Credit 

This course is worth 5 ECTS in the European system. If you intend to transfer credit to your home institution, please check the requirements with them before you apply. We will be happy to assist you in any way we can, however, please be aware that the decision to transfer credit rests with your home institution. 

Certificate of Attendance 

Awarded after program to all participants based on the satisfactory participation in, and completion of, the course assignments. Certificates are sent to students only by email.

Please submit your application: [email protected] 

TurkishMalaise

The Turkish Malaise – A Critical Essay

Girdap, Hafza. (2022). “The Turkish Malaise – A Critical Essay.” ECPS Book Reviews. European Center for Populism Studies (ECPS). April 6, 2022. https://doi.org/10.55271/br0012

 

Author Cengiz Aktar argues that Turkey is witnessed a victory of a non-democratic system—and the majority of society supports this transition. The regime consolidates its discriminatory, oppressive, autocratic politics by gaining the support of non-AKP constituents through the discourse of “native and national.” Thus, the situation in Turkey is not a simple deviation from the norm; it is a more complex socio-political conundrum. In other words, the regime represented by Recep Tayyip Erdogan, is not the reason for but the result of society’s mindset which is a reasonable part of the “Turkish malaise.” 

Reviewed by Hafza Girdap

Power holders claim power through different means such as traditions, religions, ideologies, and economic dynamics. And when these leaders consolidate their power, it becomes a necessity for them to keep that power. They want to eliminate even a tiny risk or threat. Drawing on the strongman concept in The Turkish Malaise – A Critical Essay Professor Cengiz Aktar highlights the impact of the end of Turkey’s European Union accession process, the return of political Islamism, the Gezi Park protests, and the December 2013 corruption investigation. These milestones mark the authoritarian turn in the Turkish regime, triggering threats that resulted in a crackdown on all opposition—not only political actors but also all dissidents regardless of their affiliations.

Laying out Turkey’s historical roots in the Ottoman Empire, and its fluctuating relations with Europe and the West, Aktar investigates the recent Turkish malaise, touching on these ongoing relations. At the end of the book, readers are provided with the insights of two prominent scholars: a sociologist, Nilufer Gole, and a historian, Etienne Copeaux, both of whom Aktar interviews.

Throughout the book, Aktar theorizes on three striking points to summarize the nature of Turkish authoritarianism. The first aspect is the mass support for the AKP and Recep Tayyip Erdogan. This support differs from historical examples, including the pre-1950, one-party era. Considering the fact that the AKP administration holds 30 percent of total votes, imposing their discourses, ideologies, and even injustices on the rest of society accommodates the regime’s oppressive nature. 

Secondly, the weakness of Turkey’s institutions plays a significant role in Turkish authoritarianism. The most apparent example is the “Turkish-style” presidential system which has almost no checks and balances. Aktra argues that almost all of Turkey’s institutions—judiciary, law enforcement, even Parliament—bow to the strongman and have become like sub-offices of one man. 

At a “book talk” event I attended, Professor Aktar stated that even in Russia, people are protesting Vladimir Putin and his war crimes. In Turkey, the only people standing up to Erdogan are women’s and feminist movements and those unjustly dismissed by emergency decrees following the supposed July 15th coup attempt. Yet these groups have not been sufficiently and efficiently united to make their voices more powerful. 

The last point Professor Aktar mentions is society’s (non)response to past persecutions, pogroms, and genocide. This, I believe, is where Aktar highlights and supports his proposition of a “Turkish malaise.” Aktar has stated that since such crimes against humanity—including the Armenian genocide—have been “swallowed” by the majority of Turkish society, Turkish authoritarianism has been nurtured and strengthened inherently by not only the leader(s) but also the people. Referring to Hannah Arendt’s theory of the masses, Aktar explains this phenomenon as the regime’s legitimacy, which is formed by the majoritarian constituency.  

Furthering his argument on the impact of mass support, Aktar asserts that Turkey is witnessing the victory of a non-democratic system with which a majority of the society agrees. The regime consolidates its discriminatory, oppressive, autocratic politics by gaining the support of non-AKP constituents, too, through the discourse of “native and national (yerli ve milli).” Thus, the situation in Turkey is not a simple deviation from the norm; it is a more complex socio-political conundrum. In other words, the regime represented by Recep Tayyip Erdogan, is not the reason for but the result of society’s mindset, which is a reasonable part of the “Turkish malaise.” 

In addition to the discussion of the relationship between authoritarianism and society’s content, Aktar also explores the de-westernization process—predominantly through the derailment of the EU accession process. As a well-known expert on EU-Turkey relations, Aktar defines this break as missing a golden opportunity for democratization. “Unmooring” from Europe has strengthened Erdogan’s move towards neo-Ottomanism as well as political Islam. In correspondence with feeding Turkish authoritarianism, institutional collapses due to “undemocratization” have been aggravated since the end of the accession process. This could be interpreted as the “last step towards the West,” one of the chapter titles in the book. The collapse of institutions has also aided Erdogan, allowing him to establish a monolithic, Islamist, nationalist discourse that eventually became an authoritarian regime. The most recent manifestations of Turkey’s dictatorial one-man rule are the conversion of Hagia Sophia to a mosque, the withdrawal from the Istanbul Convention (which provides protections for LGBTQ+ citizens), and the unconstitutional appointment of a regime-friendly president to Bogazici University, arguably Turkey’s finest university. 

Professor Aktar argues the Turkish malaise as linked to the West’s approach and describes this situation as “between misunderstanding and blind detachment, appeasement and complicity, containment and the fear of seeing this large country implode and disintegrate” (p. 66).

As a gender studies scholar, I would also like to touch on the gendered lens on the issue provided by Professor Nilufer Gole. Professor Gole problematizes the implications of two notions in her discussion: “mahrem” (sacred, private) and “meydan” (public). Even though the debate on the return of political Islam has mostly been based on the headscarf (veil) issue, and despite the regime’s oppressive and subjugating attitude towards women, conservative (pious) women have become more active politically and more visible in modern life, which makes them the “agents of change” in both their private and public lives. In other words, the notions of “mahrem” and “meydan” play a significant role in challenging their implications and realms. Gole describes this paradoxical turn as a challenge to patriarchy with preserved pious agency. “Meydan” also refers to the uprising in Gezi Park, in which masses from different segments of Turkish society protested against the Erdogan regime’s oppressive policies. In both referrals, “meydan” represents a resistance against political Islamist oppression. Gole argues that the “soul of contemporary Turkey” cannot be comprehended without “understanding the manifestations of mahrem and meydan which express both the malaise of modernity and its transcendence.” (p. 85)

To conclude, the Turkish malaise can be ascribed to both domestic issues and foreign relations and embodies immensely complicated concerns. Internally, a vicious correlation between the regime’s increasingly authoritarian tendencies entrenched with nationalistic and political Islamist proxies, and society’s belief in a national will and the notion of Turkey as a “blessed nation”—along with their pathetic contentment with the idea of a strongman—diminishes the chances of revitalizing democracy and democratic institutions. Externally, even if the gates are closed for Turkey to march to the West, “transactional” deals are still on the table, and this dilemma worsens the “malaise” for Europe, since relations relating to security issues and geopolitical necessities (e.g. refugee issues, economic interests, etc.) are still important.


The Turkish Malaise – A Critical Essay by Cengiz Aktar (Transnational Press London, 2021). 99 pp. £14,50 (Paperback), ISBN: 978-1-80135-076-1

"Father traces from haven" - election poster for Shas, featuring Rabbi Ovadia Yosef in Rishon Le Zion, Israel on March 7, 2015.

Religious populism in Israel: The case of Shas

Yilmaz, Ihsan & Morieson, Nicholas. (2022). “Religious populism in Israel: The case of Shas.” Populism & Politics. European Center for Populism Studies (ECPS). March 30, 2022. https://doi.org/10.55271/pp0011

 

Abstract

Since the 1990s, populism has become increasingly prevalent in Israeli politics. While scholars and commentators have often focused on the populist rhetoric used by Benjamin Netanyahu, his is hardly the only manifestation of populism within Israel. For example, Shas, a right-wing populist party which seeks to represent Sephardic and Haredi interests within Israel, emerged in the 1980s and swiftly became the third largest party in the country, a position it has maintained since the mid 1990s. Shas is unique insofar as it merges religion, populism, and Sephardic and Haredi Jewish identity and culture. Indeed, Shas is not merely a political party, but a religious movement with its own schools and religious network, and it possesses both secular and religious leaders. In this article, we examine the religious populism of Shas and investigate both the manner in which the party constructs Israeli national identity and the rhetoric used by its secular and religious leadership to generate demand for the party’s religious and populist solutions to Israel’s social and economic problems. We show how the party instrumentalizes Sephardic ethnicity and culture and Haredi religious identity, belief, and practice, by first highlighting the relative disadvantages experienced by these communities and positing that Israeli “elites” are the cause of this disadvantaged position. We also show how Shas elevates Sephardic and Haredi identity above all others and claims that the party will restore Sephardic culture to its rightful and privileged place in Israel.

By Ihsan Yilmaz & Nicholas Morieson

Introduction

Populism, once rare in Israel, has become “central to Israeli politics” since the 1990s (Ben-Porat et al. 2021: 6). While Likud leader Benjamin Netanyahu has been identified as a populist who uses religion to define Israeli identity (Rogenhofer & Panievsky, 2020; Ben-Porat et al. 2021), the emergence of Shas, a populist and ethno-religious movement, proved that religious populist parties could enjoy political success in the country. Shas possesses the typical features of a right-wing populist party: it is anti-elite, constructs an imagined community (“the people”) based on religious and ethnic identification, and consistently “others” and disparages those who fall outside this community. In this article we explore the religious populism of Shas, which rose from obscure beginnings in the mid-1980s, reached its zenith in the late 1990s and early 2000s—when its leader Aryeh Deri became known as the kingmaker of Israeli politics—and finally declined into a junior coalition partner of the dominant Likud party in the 2010s. We focus, in particular, on its ethno-religious cleaving of society and the manner in which the party generates public demand for its populist agenda. To do this we examine the political rhetoric of Shalom Cohen, a rabbi and spiritual leader of Shas, and party chairman Aryeh Deri and show how their emotional rhetoric plays an important role in creating the atmosphere required for their religious populism to succeed.

Relationship Between Zionism, Judaism, and Populism in Israel

The relationship between Judaism and populism is somewhat different than the relationship between other monotheisms and populism: “the link between the Jewish religion and populism in Israel does not require mediation between religion’s universal and populism’s particular claims, since for Jewish orthodoxy there is an absolute correspondence between Judaism as a religion and the Jewish people” (Filc, 2016: 167). Indeed, Israel is the only country in which a majority of citizens identify with Judaism. Moreover, within Israel, national identity is often intertwined with “Jewishness,” a notion which played an important role in the country’s creation and subsequent development.

Israel is a product of the 19th century Zionist movement, which removed itself somewhat from Orthodox Judaism and, influenced by European nationalism, sought to create a nation for the Jewish people. Thus Zionism, and by extension Israel, has always possessed a “Romantic nationalist culture with a strong expressivist dimension; that is, a strong emphasis on self-expression and notions such as authenticity,” at least compared to Orthodox Judaism where “the Torah and God’s commandments are imposed externally on the Jew” (Fischern, 2014). 

By the end of the 19th century, religion and a sense of Jewish spirituality played an important role in the Zionist movement, but the movement was always strongly and predominately nationalist (Hassan, 1988). The rise of Zionism was largely a response to growing anti-Semitism in Europe. Theodor Herzl, an Austrian Jewish journalist, responding to the growing darkness in Europe, lobbied for a Jewish homeland in the hills of ancient Jerusalem (Zion), where settlers from Eastern Europe were already settling after feeling unwelcomed in their European homesteads (Berry & Philo, 2006; Hassan, 1988). Shumsky (2018) notes that Herzl’s vision was a homeland with “cultural–national” aspects, or a kind of “non-Jewish” homeland “for Jews” in the ancient heartland. Prota & Filc (2020) admit that, to a degree, Herzl’s dream remains alive in Israel in the form of the detachment between synagogue and state. However, the authors point out that “Zionism could not completely detach itself from its religious roots, as religion was indispensable as a marker of boundaries and a mobilizing force” (Prota & Filc, 2020). The turbulent events that followed the Ottoman Empire’s collapse left a power vacuum in the Arab peninsula that allowed the Zionist movement to take a more aggressive nationalist stance and begin to create a Jewish state. The early political leadership of the Israeli Labour Party propagated a narrative of self-defence, legitimizing the idea that Zionism meant protecting the Jewish nation from hostile foreign forces (Prota & Filc, 2020). The importance of protecting the Jewish nation oriented early Israeli politics toward nationalism; however, Zionism remained attached to Judaism and “continued to be directed by powerful religious structures” (Prota & Filc, 2020; Raz-Krakotzkin, 2000; Ben-Porat, 2000).

Jewish nationalism in its religious forms has often been a powerful political force in Israel (Pinson, 2021; Rogenhofer & Panievsky, 2020). While Ashkenazi Zionism has proven the most potent religio-cultural political force in Israel, other forms of religious nationalism exist alongside it—and at times play an important role in Israeli political culture. For example, the Sephardim Shomrei Torah / Sephardi Torah Guardians (Shas), formed in 1984, rooted its populism in religious notions of Jewishness rather than in Zionist nationalism. Shas has consistently sought to represent the interests of Haredi and Sephardic Jews in Israel, relatively disadvantaged groups, and to give them a voice within the Knesset. While Shas has never been able to form a majority government, it became a major force within the Knesset in the 1990s, and although its popularity has since declined, it retains several seats in parliament and regularly forms governing coalitions with larger parties.

Campaign signs for the Israeli government “Shas” party head by Arye Deri, depicting Rabbi Ovadia Yosef, prior to the April 2019 elections in Safed, Israel on March 10, 2019. Photo: David Cohen.

 

Shas’ Religious Populism

Founded in 1984 by Rabbi Ovadia Yosef, the Sephardic Chief Rabbi of Israel, Shas, from its beginnings, sought to represent the interests of Mizrahi and Sephardic Jews, who often felt ignored by mainstream political parties (Knesset Official, 2020; Britannica, 2013). The party thus represented the interests of ethnic Middle Eastern and North African Jews of Israel and Jews who settled in rural areas and who belonged to the ultra-Orthodox Haredi sect (Howson, 2015). As Usher (1998, 35) observes, Shas grew quickly from its beginnings as an “obscure religious movement” in 1984 and became by 1998 “Israel’s third largest political force and the most influential religious party in Israeli politics, a party without which neither Labour nor Likud can govern.”

In 1984, in its first election, Shas won four seats in the Knesset. In 1988, it won six seats, followed by ten in 1996 and 17 in 1999. While the rise of Shas effectively concluded in 1999, it continues to exert influence over Israeli politics despite its declining share of the vote, which has been partly due to party infighting and the jailing of its chairman, Aryeh Deri, on corruption charges and his later resignation from the Knesset due to allegations of tax fraud.

In the post-1999 period, Shas settled into the role of a junior coalition partner in Likud- or Labour-led governments, although it refused to join the Bennett-Lapid rotating government in 2021, maintaining its alliance with Likud and entering the opposition. Throughout the 38 years in which Shas has held seats in the Knesset, the party has attempted to restore the power and prestige of Sephardic culture in Israel and to represent the interests of Sephardic and Haredi Jews, who are fewer in number and more likely to be impoverished than Ashkenazi Jews. At the same time, the party has sought to marginalize LGBTQ+ Israelis, and increasingly supports the aggressive policies of Likud toward Palestinians.

The key to Shas’ ongoing success has been its populist exploitation of key ethnic and religious divides within Israel, particularly the rift between different ethnic and religious elements within the Jewish community, and between the dominant Ashkenazi and the relatively disadvantaged Sephardic community (Howson, 2015). Sephardic and Haredi voters—orthodox and non-orthodox—are often drawn to the party because its leaders speak openly of the plight of Middle Eastern Jews in Israel, who often feel like second-class citizens. Shas’ populism is therefore multidimensional insofar as it dichotomizes society along religious and ethnic lines (Yadgar, 2003; Peled, 1998).

Porat and Filc (2020) describe the core of the party’s populism as being “built around three Manichean oppositions between “us and them”: Sephardic religious versus secular Jews, Mizrahim versus Ashkenazim, and Jews versus non-Jews. For Shas, Jewish religious and national belonging are one, and no national existence is possible for Israel outside religion (Porat & Filc, 2020). Like other populist parties, Shas claims society can be divided between “elites” and “the people.” Elites, according to the party, include secular Jews and the Ashkenazi ethnic group and their political, business, and religious (including the ultra-orthodox) representatives, who are alleged to discriminate against the Mizrahi Jews and prevent them from achieving economic advancement (Porat & Filc, 2020; Filc, 2016; Howson, 2015; Yadgar, 2003; Peled, 1998). Thus, what Taguieff (1995: 32-35) might describe as the vertical dimension of Shas’ populism identifies enemy “others” largely within the Israeli Jewish community.

Shas is opposed to the Europeanised idea of secular Zionism that separates the state and religion, rejects the notion of a “neutral state and a pluralistic society,” and advocates for a Judaism-inspired society where norms are defined by, and notions of “common good” built on, Judaism (Filc, 2016: 173). Thus, rather than simply asserting the primacy of ethnic Jewish identity, Shas promotes the idea of “Israelness” based on a “Sephardic ultra-Orthodox worldview” (Filc, 2016: 176). Curiously, unlike the right-wing Zionist parties such as Likud, Shas shows some sympathy toward Arab Israelis (Porat & Filc, 2020; Filc, 2016). Given their shared ethnic roots in the Middle East, it is understandable that Shas leadership—particularly early in the party’s existence—empathized with the Palestinians’ economic disadvantages. For example, while the party has more recently hardened against the idea of a Palestinian state, earlier the party supported statehood for the Palestinians, and argued that Israeli–Palestinian human lives were more important than a piece of land, and therefore did not initially support the idea of settlements (Porat & Filc, 2020; Filc, 2016).

If Shas has, at times, expressed sympathy for the Palestinians, they have shown little empathy for migrant groups in Israel, particularly Africans. Shas directs its rhetorical attacks on migrants who are ethnically and racially different, such as Africans. The party also opposes the admission of Muslim or Christian asylum seekers into Israeli society (Shafir, 2012). Furthermore, in line with Israel’s right-wing nationalist parties, Shas now advocates for the unification of Jerusalem and opposes the idea of religiously and racially “mixed neighbourhoods” (Filc, 2016: 182; Leon, 2015). These changes in Shas compel Leon (2015) to term Shas as an organization that is part of “an ultra-Orthodox stream of Zionism.”

While a “complete” populist party—insofar as it possesses a vertical anti-elite dimension and a horizontal anti-Muslim, anti-secular, anti-African migrant dimension—these categories are ultimately a blend of complex populist religious inclusions and exclusions (Zúquete, 2107). Filc (2009) describes Shas’ “dynamics” of “inclusion and exclusion” by noting that these are “complex”:

Shas’s claim to Mizrahi inclusion is much more radical than Likud’s, and much more challenging of the mainstream Zionist worldview. At the same time, its ultraorthodox interpretation of Jewish religion makes for a much more exclusionary approach toward non-Jews (whether Palestinians or migrant workers). Shas started its activism at the municipal level as a reaction to the exclusion and segregation of Mizrahim within the ultra-orthodox world. Nonetheless, since its inceptions its growth was fuelled by anger at the exclusion and marginalization of Mizrahim in Israeli society as a whole.

Despite its complex nature and inconsistencies Shas has, since the 1984 elections, been able to secure seats in the Israeli parliament, where it has formed coalitions with both Labour and Likud. Throughout the 2010s, Shas consistently supported Netanyahu, including in the 2021 elections when the party, in coalition with United Torah Judaism (UTJ), used its 9 parliamentary seats to aid Likud (France 24, 2021). Its presence in the previous governing coalitions granted it power outside the Sephardic community, where it used its position to lobby for “increasing the influence of the Jewish religious law in the judicial system and across Israeli society, as well as promoting an Orthodox Jewish lifestyle” (ECPS, 2020). The party’s political survival has often hinged on its willingness to make compromises with its coalition partners. This being so, Shas has no concrete economic policy, but sides at times with the left and at other times with the right, promoting neo-liberal reform at one time and welfarism at another (Porat & Filc, 2020). However, the party has always shared a right-wing worldview on cultural issues which draws it toward the similarly conservative Likud. Thus, its anti-immigration policies and conflation of Zionism with Orthodox Judaism has united religious populism with right-wing nationalism in Israel’s parliament (Filc, 2016; Leon, 2015).

Shas leadership uses religio-cultural dichotomization of society, though one deeply rooted in religion, to selectively include or exclude the disparate elements of Israeli society within its core ingroup. Indeed, religion is very important to the party. Shas’ internal structure gives a central role to the synagogue by maintaining a Sephardi rabbi as its spiritual leader. Shas is, thus, not merely a political party but is also involved in spiritual, education, and welfare work. Working mostly in rural and impoverished towns, the Shas network has founded and funded its own education system governed according to a religious education model called the Maayan Hahinuch Hatorani (Wellspring of Torah Education) (Feldman, 2013). The schools are hubs for the grassroots propagation of Sephardi Orthodoxy and provide a counter to the hegemony of the Ashkenazi ultra-orthodox in Israel’s religious education landscape (Davis & Robinson, 2012: 71).

These schools are part of an attempt to restore to the Sephardic community feelings of religious and ethnic pride and to challenge the dominance of European Zionism in Israel (Usher, 1998). The party’s electoral success, however, is the result of its ability to address “the very real social problems of inequality and discrimination facing Mizrahi’s in contemporary Israeli society” (Usher, 1998: 34).

Dome of the rock, temple mount and wailing wall at sunset in Jerusalem, Israel in September 2019.

Shas’ Political Discourse and Emotional Manipulation

Shas’ core message—that the Sephardic community’s poor economic and social position within Israel is not accidental but the result of Ashkenazi and secularist repression—is designed to encourage followers to perceive themselves as “victims” of economic injustice in the form of Ashkenazi economic monopolization and to thus evoke feelings of “resentment” within the Israeli Sephardic ultra-Orthodox community (Sarfati, 2009; Kimmerling, 1999). Thus, the Mizrahi and Sephardic Jews are portrayed by Shas’ leaders as the authentic people of Israel but also as an “oppressed” people who must band together to restore Sephardic culture to “its former glory” (Shalev, 2019). Increasingly Shas’ leaders have encouraged their followers to express resentment toward Arabs, Muslims, and Christians in Israel. Shas’ leadership has often used negative emotions to legitimize its construction of outgroups and to demonize internal and external enemies. At the same time, it has instrumentalized positive emotions—sometimes connected to religion and the divine—to justify its construction of an ingroup (“the people”).

Ovadia Yosef, who founded Shas in 1984, acted as the party’s spiritual leader until his death in 2013. As Shas embraced anti-Arab Muslim and anti-African discourses and policies, Yosef’s rhetoric toward Shas’ designated Israeli outgroups hardened. For example, by 2001 Yosef no longer expressed any sympathy for the plight of Palestinians but instead labelled them “evil, bitter enemies of Israel” and preached that “it is forbidden to be merciful to them. You must send missiles to them and annihilate them. They are evil and damnable” (BBC, 2001). In this sermon, Yosef claimed that Arabs are “murderers” and terrorists and implied that they were the source of the ontological insecurity of the Jewish state (BBC, 2001). He relied on religion to justify his dehumanization of Arab Muslims by claiming that “God should strike them with a plague” and “The Lord shall return the Arabs’ deeds on their own heads, waste their seed and exterminate them, devastate them and vanish them from this world” (Haaretz Service, 2010; BBC, 2001).

Later, the Rabbi backtracked from these statements and said these were only directed at terrorists and not all Arabs (Ettinger, 2010). However, his comments have almost certainly contributed to the legitimization of the use of state violence against Palestinians. The Rabbis in the party also use a news media network to spread the idea of an Arab threat to Israel to further instil fear in their followers. Shas’ newspaper editor, Rabbi Moshe Shafir, for example, believes that the integration of Arabs into the Jewish homeland is “a threat to the institution of marriage, to the decent family” (Shafir, 2012). In making this somewhat strange claim, Shafir attempts to frighten his followers into believing that Arabs pose a threat to the Jewish family, increasing the feelings of ontological insecurity felt by many Israelis and legitimizing their anxieties.

Shlomo Benizri, another Shas politician, stated that “Israel is a nation only through the Torah” and a “sacred homeland” where all non-Jews are not welcome (Porat & Filc, 2020). Part of being Jewish, for Shas, though, is following a “correct” religious lifestyle. Thus, as part of their anti-secular stance, many Shas members have directed hatred towards the LGBTQ+ community. An example of this occurred when a gay youth centre in Tel Aviv was attacked by an orthodox mob, leading to the death of two people and injuries to ten others (Meranda, 2009). This incident took place after a Shas member, Nissim Ze’ev, blamed the gay community for “carrying out the self-destruction of Israeli society and the Jewish people” and went as far as labelling homosexuals “a plague as toxic as bird flu” (Meranda, 2009). Ze’ev distanced himself from the violence, saying he never called for “blood” to be spilled, but he also claimed it is Shas’ “duty” to inform Jewish people about the dangers of homosexuality: “It is our duty in any case to warn against this lifestyle. As far as we are concerned, we must not authorize or recognize it, but this has nothing to do with murder. Murder is the most serious and shocking thing. It’s madness, and the murderer must face trial. There are no doubts whatsoever” (Meranda, 2009).

Israeli minister of Internal Affairs, Arye Deri, attends the “Yosef Daat School Dinner” in Safed, Israel on October 19, 2017. Photo: David Cohen.

Aryeh Deri

Aryeh Deri was an obscure Yeshiva student who rose to political prominence and ultimately became “the kingmaker” of Israeli politics in the 1990s, when his party was able to secure 17 seats in the Knesset (David & Robinson, 2009). Deri was born in a Sephardic community in Morocco but was by the age of five living in Israel. In 1984, he became a founding member of Shas and had a decisive impact on the party, ensuring that it remained grounded in Sephardic ethnicity. Howson (2014: 195), for example, notes that “Deri represented a new form of religious orthodoxy: neither the closed isolationism of the ultra-orthodox nor the religious Zionist/nationalist axis concerned with the territorial expansion of the state. Instead, he was a populist who mixed ethnic pride with a wider language of socioeconomic equality and consensus ‘one nation’ politics that resonated outside of the traditional Shas’s votership.” Deri framed the victimization of Shas’ members and followers as the production of the non-Sephardic domination of politics, religion, and the economy in Israel.

Secular Ashkenazi Jews have been targeted by Deri. It’s a group he perceives to be a liability to “Israeliness” due to their lack of religion. Deri appears to believe that secular Ashkenazi Jews have forgone the ways of the Torah and that their powerful position in society has led to the decline of Jewish culture in Israel. The Mizrahi, on the other hand, are portrayed by Deri as the “real” Jews, with an authentic culture and religious understanding of the Torah. For example, in an interview Deri expressed these ideas, saying, “But why should I be ashamed of being Mizrahi? […] Which tradition did they [Secular Ashkenazi] bring here, the ills of American culture?” (Porat & Filc, 2020).

Deri also embodied the idea that due to their authentic understanding of the Torah, Sephardic Jews have been side-lined in Israeli politics and civil society, thus generating a sense of victimhood and resentment in Sephardic Jews. In an interview, Deri claimed “[Secular Ashkenazis] claim that they are Israeliness. They took over Israeliness, they want to be the ones who determine the agenda for being Israeli. They want to decide what an Israeli has to look like, and anyone who does not adhere to their style and standards is not a ‘true’ Israeli; he is a fanatic, a Mizrahi, a fool” (Ben Hayiim, 2002). Deri, in making these statements, claims that the purity of Mizrahi Judaism is the cause of the oppression of Mizrahi people. Deri also claimed, during the peak of the COVID outbreak in Israel, that waywardness from true Jewish values was the cause of the virus and hinted that it was divine punishment: “God is telling us something.” At the time, 70 percent of the country’s cases were detected in Haredim communities (Times of Israel, 2020).

Adapting to the pressures caused by African immigration to Israel, Deri began to target African migrants in his rhetoric and in his support for anti-African legislation. Shas has supported Likud’s efforts to deport African migrants, who are primarily Muslim and Christian rather than Jewish. Deri, as the country’s Interior Minister, has given the group “two options only: voluntary deportation or sitting in prison” (Beaumont, 2018). Africans are thus framed as a security threat, and right-wing Israelis have at times chanted angry slogans toward Africans such as “Infiltrators, get out of our homes” and “Our streets are no longer safe for our children” (Sherwood, 2012). While Deri does not himself use hateful language toward Africans, he has provided channels to “legitimately” express anger towards the group. There are also reports that Deri lied to Israeli citizens, exaggerating the scale of immigration that was occurring (Eldar, 2018). In his defence, Deri claimed he has “compassion toward them [migrants], but I am responsible for the poor of my city. Little Israel can’t include everyone” (Eldar, 2018). Thus, Deri has moved, when speaking of African immigrants, from a discourse emphasizing Sephardic victimhood, to one which calls for the defence of Israel from invaders. Defending his anti-immigrant stance, Deri remarked, “This is the right policy to ease the suffering of residents in south Tel Aviv and other neighbourhoods where the infiltrators reside […] My duty is to return peace and quiet to south Tel Aviv and many neighbourhoods across the country” (Berger, 2017). This frames Tel Aviv as a capital for those who demonstrate “Israeliness” and where intruders are not welcome.

In line with Shas’s softer stance on Arabs and Palestinians, Deri has shown sympathy toward Arabs. For example, in 2013 he visited Abu Ghosh where a vandalized wall read “Arabs out,” which Deri criticized by saying that it was morally equal to “Jews out” (Ynet, 2013). “This is not a phenomenon within religious Zionism or in the Haredi sector,” Deri said of the vandalization, rather “the people at whom this was directed have lived with us for centuries. They even fought in our ranks” (Ynet, 2013). The presence of Palestinian workers has also been justified by Deri, who remarked that “they [the Palestinians] don’t come to live here in Tel Aviv. Palestinians are the ‘poor of your city’—when they have it better, we’ll have it better” (Eldar, 2018). However, at the same time Shas has also expressed anti-Arab sentiments. In 2017, as Interior Minister, Deri made the decision to strip Alaa Raed Ahmad Zayoud, an Arab Israeli, of his citizenship after he want on a rampage with a knife injuring four people (Wilfor, 2018). Bennett (2017) notes that this step of taking away citizenship of non-Jews citizens is a highly problematic trend in Israel and is used by ultra-Zionists in order to “purify” the land of non-Jews.

Having risen to power, the charismatic Deri, once the “kingmaker” of Israeli politics, was embroiled in a corruption scandal for accepting bribes while he was the Interior Minister. After nearly two years in prison, he was released in 2002. Jail, however, did not end his political career. Deri’s party rallied behind him and denied the bribery accusations and later claimed the conviction was part of an Ashkenazi conspiracy targeting Deri because he was a “rising Sephardic star” (Leon, 2011: 102). This victimhood narrative was used to propagate the idea that secularists and Ashkenazis were again persecuting Shas and the Sephardic community. Deri made a comeback to politics in 2013 and, through Shas’ coalition with Likud, secured significant positions in the government for members of his party. However, when the Likud government lost power in the 2021 elections, Deri and Shas elected to enter Knesset as part of the opposition. In 2022, Deri was forced to leave politics after being accused of tax fraud. 

Shalom Cohen

Rabbi Shalom Cohen assumed Shas’ spiritual leadership in 2014 following Ovadia Yosef’s death. Despite this, Ovadia Yosef remains a key figure whose image is often displayed by the party, and Rabbi Cohen does not enjoy the same esteem or popularity as his predecessor (Hoffman, 2022). Rabbi Cohen is known for his unapologetic stance on Modern Orthodox Judaism and secular Israeli Jews (Ettinger, 2014a; Ungar-Sargon, 2014). A Sephardi himself with links to the Iraqi Jewish community, Cohen is nearing his 90s but maintains a hold on the day-to-day running of the Sephardic community’s religious schools and is involved in spiritually guiding Shas (Ettinger, 2014c). Cohen represents a side of Shas cruder in its religious populism, and less diplomatic and more dogmatic in nature. Unlike Deri, who is a seasoned and pragmatic politician, the rabbi is less accepting of deviations from Sephardic Orthodoxy and openly hostile toward certain migrant groups and Arab Muslims.

The most prominent targets of Cohen’s ire have been the Bayit Yehudi party and Naftali Bennett, the present Prime Minster of Israel. Before rising to power in the Knesset, Bennet was a member of the Bayit Yehudi (Jewish Home Party) and the Yamina coalition of far-right parties, both rooted in Modern Orthodox Judaism. Rabbi Cohen opposed Yamina and the Jewish Home, comparing the latter to the “tribe of Amalek,” a people the Torah claims were wiped out by the Israelites (Ungar-Sargon, 2014). Rabbi Cohen’s quarrel with Modern Orthodox Judaism, and the political parties associated with the movement, are the product of the movement’s combining Judaism, Zionism, and a program of secular modernization (Eleff &Schacter, 2016; Singer, 1989). This movement is thus antithetical to Haredi Judaism and its rigid approach to the halakha (Jewish law) and culture. This has led Rabbi Cohen to condemn Modern Orthodox Judaism in extremely negative terms and to criticize the political parties with which it is associated. Soon after assuming the position of Shas’ spiritual leader in 2014, Cohen told followers that the “Bayit Yehudi party is going to hell…God wants us to stay away from them. They will pursue their nonsense. We will pursue our holy Torah” (Ungar-Sargon, 2014). This defensive posture is a clear indication of their drawing a line between the culture and beliefs of the “others” and the correct beliefs of the “pure people.”

Activists of different Israeli political parties agitating to vote for the their party by the elections polling station in Holon, Israel on March 23, 2021. Photo: Roman Yanushevsky.

The long-lasting period of Likud-led coalition governments came to an end in 2021. Having lost their position in a government coalition, Shas’ spiritual leader warned all party members to maintain a distance from the government and urged them to believe in a God of “divine providence.” After the 2021 elections the rabbi warned,

Someone who turns [to the government] to get assistance or [to advance] his interests desecrates God’s name and no blessing will come to him […] There is absolutely no need to turn to the government [for assistance], God will ensure that we will not want from anything (Sharon, 2021).

Cohen further warned party members that the new government was anti-Judaic, claiming that it was a government for uprooting religion and Judaism,” and that Shas must be united to topple “this wicked government” and preserve Judaism and its traditions in the Land of Israel, “for the sake of the pure education of the children of Israel and to strengthen the yeshivas” (Sharon, 2021).

After the sermon the attending Shas MPs vowed that they would “not allow those who denounce us to confuse and divide us with tricks, excuses and different explanations, as if their goal is really to take care of those who fear God” (Sharon, 2021).

In addition to defining Shas’s political direction, the rabbi has been quite active in defining for his followers what is and what is not permitted in Judaism. Cohen’s sermons have thus focused on demonizing the lifestyles and ideological approaches embraced by other orthodox Jewish communities, Zionists, and secularists. He has opposed many aspects of modernity, calling upon young men to avoid smartphone use and instead to use that time to study the Torah; he also warned women not to enter higher education because it is not the “way of the Torah” (The Economist, 2015; Ettinger, 2014b). Rabbi Cohen commanded “women students” to “not even think of enrolling in academic studies in any setting whatsoever” (Ettinger, 2014b). Because Shas adheres to an ultra-orthodox doctrine, their use of internet is presumably limited—nor are there any investigations into this aspect of their discourse (Fader, 2017; Campbell, 2011).

Campbell (2011) suggests that “Fears expressed, primarily by ultra-Orthodox groups, shows religious leaders often attempt to constrain Internet use to minimize its potential threat to religious social norms and the structure of authority,” and the author concludes that this area remains under-researched. An opponent of mainstream Israeli Zionism, Cohen questioned the need for an Israeli army, when it was obvious that “it is God almighty who protects Israel” through the prayers of his supporters (Jerusalem Post, 2014).

In 2021, when over 200 Palestinians were killed in the escalating Gaza conflict, the rabbi met UAE’s ambassador to Israel (New Arab, 2021). During this meeting, in line with the orthodox school of Sephardi theology, Rabbi Cohen referred to the unrest around the Al-Aqsa Mosque by saying, “The issue of the Temple Mount isn’t for us. The Arabs are in charge there” (New Arab, 2021). This is an important point: anti-Arab rhetoric is never expressed by Cohen, suggesting his major enemies are within the Jewish faith and community itself. Thus, his populism is primarily concerned with creating a division not between Jewish people and Arabs, but between his Jews who follow the “correct” form of Judaism—a Judaism rooted in Shas’ understanding of Sephardic culture and its belief systems—and Jews who follow the incorrect form of Judaism. At the same time, Shas is a deeply pragmatic party, and has tempered its populism and challenge to Ashkenazi political and economic power by joining forces with Likud and other parties in coalition governments and supporting much of their legislation.

Conclusion

Shas’ religious populism is based upon religious and ethnic classifications of groups, yet it contains strange tensions and contradictions. At times, Shas constructs an ingroup which includes the entire Jewish population of Israel, especially when the party’s officials claim that African immigrants are a threat to Israeli society, or when Ovadia Yosef called upon Israel to destroy the Palestinians (Filc, 2016; BBC, 2001). Most often, however, the party is very specific about which peoples belong within its ingroup, and which must be excluded. The core members of Shas’ ingroup are the Sephardic community, especially economically disadvantaged Sephardic Jews, and members of the Haredi community. Shas claims that this ingroup represents both the oppressed people of Israel, who suffer under the rule of religious and secular Ashkenazi elites, but also the people who practice Judaism in its pure and correct form. Thus, it is these non-Sephardic “elites” who represent, for Shas, the ultimate “other.”

Arabs and Muslims, while not included within the core ingroup, are rarely—at least under the party’s present leadership—demonized by Shas. Moreover, at times Aryeh Deri has expressed empathy for the Arabs, in whom he appears to see a reflection of the Sephardic people’s weak social and economic position within Israel. In a similar way, Rabbi Shalom Cohen’s major quarrel is not with Muslims or Palestinians but with forms of Judaism and Zionism he believes to be antithetical to the “true” Judaism of his own Haredi community.

Shas’ populism is therefore somewhat enigmatic but may be said to possess a vertical dimension in which an ethno-religious Ashkenazi “elite” is said to be economically and socially dominating “the people” (i.e. the Sephardic and Haredi communities), and a horizontal dimension in which misguided Jews who follow incorrect forms of Judaism, secularists, African immigrants, and sometimes Arab Muslims and Palestinians, are portrayed as threats to the “true” Judaism represented by the ultra-Orthodox Shas party.

For Shas, Israel is not merely a nation-state in which many Jewish people live. It is a sacred land which ought to be run according to authentic Jewish laws and customs. Secularism and modern Orthodox Judaism are antithetical, according to Shas, to the “true” Judaism which the party represents—and therefore must be opposed. Moreover, Shas “is not beholden to mainstream ideas of ‘Israeliness’ defined by ‘secular European Zionism,’ but is rather closer to the ‘Sephardic ultra-Orthodox worldview’” (Filc, 2016: 176). Thus, the party’s leaders sometimes express scepticism of national anthems, national armies, and anything which comes out of modern secular nationalism rather than Sephardic Jewish traditions. And Shas’ goal of “Restoring the Crown—of the Torah—to its Ancient Glory” presupposes the destruction of secular nationalism in Israel and its replacement with (Sephardic) Jewish religious nationalism. Ultimately, though, Shas is a pragmatic party happy to work with Likud and other Ashkenazi-dominated Zionist parties in the Knesset and to pass their legislation when in power.

Shas demonstrates a unique case of a well synchronized relationship between a political party and the synagogue, which together have constructed a religious populism. Religion, above all, gives Shas’ leaders the power to evoke dangerous and powerful emotions in their followers. Shas’ leaders attempt to evoke negative feelings in followers by using scriptural references to attack secularists and adherents of modern Orthodox Judaism, portraying them as impure followers of an incorrect religious doctrine antithetical to authentic Judaism. Deri and Cohen portray secular Ashkenazi “elites” as the enemies of the Sephardic community and tell their followers that they are oppressed and kept poor because these “elites” despise their religious views and identity. The Sephardic and Haredi communities are thus encouraged to feel a sense of victimhood and to believe that their enemies are conspiring to keep them impoverished. This sense of victimhood is then further used to legitimize Shas’ rhetoric and policies. Ashkenazi secularists, in particular, are held to be a danger to not merely the Sephardic community but to Israel itself because they do not trust in God; instead, they put their faith in armies and weapons.

Modern Orthodox Judaism, too, according to Rabbi Cohen, is a danger to Israeli society. He claims that the new Naftali Bennett-led Israeli government is attacking Judaism, and that therefore Shas must oppose his evil government at every turn. At the same time, Deri portrays African immigrants—most of whom are Christian or Muslim—as a threat to Israeli society as a whole and demands their eviction from the country. In exaggerating the threat posed by Africans, Deri seeks to create a sense of fear in his followers and to convince them that they face an immigration crisis which has the potential to destroy Israel’s economy. It is important to note that while there is an ethno-religious aspect to Deri’s call for the expulsion of (non-Jewish) Africans from Israel, his primary justification for his anti-immigrant policies is that African immigrants are bad for the Israeli economy and a major source of violent crime. In other words, being non-Jewish is not the primary reason Deri calls for Africans’ expulsion from Israel.

While Shas’ present leadership choose not to demonize Palestinians in their respective discourses, the party’s alliance with Likud and past comments by Rabbi Yosef indicate an underlying hostility to the Palestinian people. Yosef sought to encourage feelings of hate toward Palestinians among his followers in order to justify Israeli military action in Gaza and the West Bank. Rabbi Moshe Shafi, editor of Shas’ newspaper, even claimed that Arab Israelis were somehow a threat to the Jewish family, an attempt to create a sense of fear and panic in supporters which might justify his exclusionary rhetoric. Shas, therefore, at times supports and at other times demonizes Arabs. When demonizing them as intruders or terrorists, Shas’ leaders seek to use the Arab “threat” to create a sense of fear and crisis in their followers; conversely, when showing sympathy for Arabs they seek to use them as yet another example of Ashkenazi secular-nationalist oppression.

Equally, LBGTQ+ Israelis are portrayed by Shas’ leaders as deviants who pose a threat to Israel and the Jewish way of life and must therefore be feared and despised. This language has led indirectly to violence and murder, which demonstrates the power and significance of Shas’ emotional rhetoric and the party’s ability to evoke feelings of fear and rage in their supporters. While Shas demonizes its enemies, it portrays its supporters as a virtuous community that represents the true Judaism and seeks to restore Sephardic pride and power within Israel. In doing so, it attempts to evoke feelings of pride and self-righteousness within its key constituencies, which can be instrumentalized when Shas seeks to mobilize its supporters.

Since its high point in 1999, Shas has consistently failed to increase its share of the vote and struggles to win more than eight or nine seats in the Knesset. Unable to appeal beyond the Sephardic and Haredi communities, it has largely accepted its role as a junior partner in Likud-dominated coalitions or in opposition. Despite this, the party continues to rely on a populist appeal to its key religio-ethnic constituency to galvanize support and maintain its position in the Knesset. And despite another scandal engulfing Deri, it is likely that a large number of his supporters will interpret Deri’s removal from parliament as further proof that Israel’s “elites” are all too eager to persecute Haredi and Sephardic Jews.


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Brexit suporters, brexiteers, in central London holding banners campaigning to leave the European Union on January 15, 2019.

ECPS Youth Seminars — Political Psychology of Populism: Groups, Hierarchies and Emotions (Apr.4, 2022)  

 Date/Time: Monday, April 4, 2022 / 18:00-19:00 (CET)

Click here to register!

Moderator

Celia Miray Yesil

Speaker

Dr. Sandra Obradovic 

At this ECPS Youth Seminar, Dr. Sandra Obradovic is going to present the findings of a research paper titled “Understanding the psychological appeal of populism” which is jointly written by Obradovic, Séamus A. Power and Jennifer Sheehy-Skeffington. According to the paper, psychology can play an important role in expanding our understanding of the demand-side of populism by revealing its underlying relational logic. Social psychological perspectives on populism are beginning to show how: 1) the division between us (‘the good people’) and them (‘the corrupt elites’/ ‘foreign others’) taps into core intergroup dynamics, 2) economic and cultural processes are construed in terms of basic status concerns, and 3) collective emotions become mobilised through political communication. Taking these insights into consideration, the authors reflect on psychology’s contribution to the study of populism thus far and chart out an ambitious role for it at the heart of this interdisciplinary field.

Dr. Sandra Obradovic is a social and political psychologist in the UK. She is a lecturer in Psychology at the Open University and a researcher at the Electoral Psychology Observatory at the London School of Economics. Her work examines how group boundaries are constructed and defined, and their impact on identities, intergroup relations, and political attitudes. In bringing this focus to research on populism she works with colleagues in Denmark and the UK, examining and comparing populist and mainstream rhetoric and highlighting the role of hierarchies, emotions, and temporalities in constructing the common people as under threat. At the Electoral Psychology Observatory, she works with colleagues on research on electoral atmosphere and hostility: how voters experience elections and its impact on interpersonal relationships and overall satisfaction with democracy.

Celia Miray Yesil is a ECPS Youth Group member, co-director of Voice of Youth (VoY) and master’s student of International Political Economy at the Warwick University. She gained her undergraduate degree in European Politics at King’s College London, studying the historical background of European nations and its relationships with the rest of the world.  In her undergraduate dissertation, Miray looked at the populist ‘language’ of the far-right leaders Marine Le Pen and Recep Tayyip Erdogan. As for her master’s dissertation, Miray is considering focussing more on the impact of far-right populism in foreign policy, particularly looking at the political language and communication of populist leaders in the international political economy.

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ECPSYouthSeminar1

ECPS Youth Seminars #1 — Populism and personality: How voters perceive the dark personality of populist leaders

At this ECPS Youth Seminar, Professor Alessandro Nai is presentäng results from his recent research on how voters perceive the (dark) personality of political candidates. Who likes dark politicians? His research article investigates whether voters showcasing populist attitudes are more likely to appreciate candidates that score high on dark personality traits (narcissism, psychopathy, and Machiavellianism) and low on agreeableness. 

Professor Nai’s investigation leverages evidence from an international survey that includes expert-ratings for personality profile of 49 top candidates having competed in 22 national elections, matched with standardized survey data gathered in the aftermath of those same elections that include self-ratings of populist attitudes and candidate likeability (CSES data, N = 70,690). Even controlling for important covariates that drive candidate likeability (e.g., the ideological distance between the voter and the candidate), the results strongly confirm the expectations: populist voters are significantly more likely to appreciate candidates high on the Dark triad and low on agreeableness. The effects, especially for (low) agreeableness, are quite substantial.

Alessandro Nai is an Assistant Professor of Political Communication at the Department of Communication Science, University of Amsterdam. His research focuses on the drivers and consequences of election campaigning, political communication, and the psychology of voting behaviour. His recent work deals more specifically with the dark sides of politics, the use of negativity and incivility in election campaigns in a comparative perspective, and the (dark) personality traits of political figures. He is currently directing a research project that maps the use of negative campaigning in elections across the world. 

Moderator Celia Miray Yesil is a master’s student of International Political Economy at the Warwick University. She gained her undergraduate degree in European Politics at King’s College London, studying the historical background of European nations and its relationships with the rest of the world. Miray is considering focussing more on the impact of far-right populism in foreign policy, particularly looking at the political language and communication of populist leaders in the international political economy. 

A young African woman hugging a white northern woman after a protest. Photo: Sabrina Bracher.

Nice White Ladies: The Truth about White Supremacy, Our Role in It, and How We Can Help Dismantle It 

In her book, Jessie Daniels deconstructs whiteness and scrutinizes individuals’ contributions to and relationships with it, making “Nice White Ladies” an excellent work of literature for those who understand that the practice of anti-racism cannot be disentangled from self-work. However much one may already know about the subject matter, Daniels’ confronting, academic, and personal approach will surely provide her readers with fresh insights.    

Reviewed by Shirin Ananda Dias*

In her book “Nice White Ladies,” Jessie Daniels deconstructs white womanhood and details how it is historically and culturally linked to the inter-generational perpetuation of everyday, systemic, and institutional racism by white women in both the United Kingdom (UK) and, most notably, in the United States (US). Both by drawing on existent literature on race, gender, cultural and blackness studies and by giving detailed ethnographic and personal examples, Daniels details how white women – often with good intentions – contribute to the cycle of racism and demonstrates their complicity in the infliction of everyday micro-aggressions on communities of color. 

Although the book is largely a cultural critique, it also serves as a “self-help book” for those seeking to break free from the toxic chains of whiteness, which inflict pain and suffering not only upon BIPOC (black, indigenous, people of color), but also upon white women and their families, through generational guilt and self-destructive defense mechanisms transmitted throughout decades. The book’s six chapters take the reader through Daniels’ personal and academic journeys, zeroing in on her experiences with white womanhood and racism throughout her life and academic career. She furthermore provides the reader with alternative constructive modes of ‘being white’ in a diverse and multicultural society.

In the first chapter of the book Daniels places white womanhood in historical context and lays bare, through a cultural and historical lens, how and why white women often feel threatened by and entitled to protection from the ‘other.’ Without vilifying the ‘Karens’ of today’s society, Daniels details how their (sometimes subconscious) feelings of white supremacy, entitlement to protection, and (lethal) power over the ‘other’ are surviving legacies of the colonial period. Within white supremacist society, black men were often lynched to protect white women –the underlying sentiment has survived through generations, resulting in instances of modern-day women weaponizing their white womanhood by using police and law enforcement against BIPOC. Daniels hereby demonstrates and emphasizes how white women’s actions perpetuate colonial cultural legacies to this day, and how they are consequently beneficiaries of colonialism and slavery.

In chapter two, Daniels illustrates how white feminists on both the left and right of the political spectrum tend to perpetrate and exacerbate racial inequalities through their supposedly universal and neutral feminist activism. From the pink pussy hats to the #metoo movement and other movements aiming for women’s liberation and “equal representation, compensation and power in the public sphere as men” (Daniels, 2021: 86), Daniels shows that these movements for women’s rights are far from universally inclusive. On the contrary, these feminist movements tend to engage in gender-only, (neoliberal) feminism that is oblivious to white privilege, race, and institutionalized racism (as well as other relevant intersections). Daniels therefore criticizes so-called liberal feminists on their lack of intersectionality and calls for the inclusion of critical race theory in feminist activism with the objective of the liberation of all women.

In chapter three, “The Shallow Promise of the Wellness Industry,” Daniels shows how women are targeted by all sorts of ‘self-care’ trends – clean eating, skincare products, yoga, mindfulness – which promise fulfillment and inner peace in a capitalist society.  In one sense, these trends are shallow in their failure to deliver true fulfillment; in fact, their intertwinement with the capitalist system ensures that fulfillment is ever out of reach. Daniels, however, focuses on a different source of shallowness: namely, that purveyors of the wellness industry create white-only spaces, and construct a specific normative identity, namely the white-hetero-lady who is in need of care. In creating and orienting itself around this identity, the wellness industry excludes communities of color and obscures the reasons for their struggles. Wellness is portrayed as a product for consumption, instead of something that is contingent upon larger structural issues like systemic racism and poverty.  Daniels also touches upon the wellness industry’s self-help books and criticizes renowned authors such as Brené Brown, for her work’s blindness to whiteness and white-shame, and Eat-Pray-Love author Elizabeth Gilbert, for romanticizing her soul-seeking journey to India without reflecting upon the white privilege that afforded her the means leave everything behind, travel, and ‘find herself.’ 

Chapters four and five discuss identity and kinship. In chapter four, “Love and Theft,” Daniels investigates the psychological and cultural reasons behind certain white women’s appropriation of BIPOC identities. Here Daniels discusses the women like academics Rachel Dolezal and Jessica Krug. She argues that it is the underlying emptiness that resides in whiteness, and, furthermore, white guilt, which drive white women to appropriate non-white identities, so that they can be seen and heard, or to deal with the psychological trauma of being white. Daniels furthermore details how white women, through ‘blackfishing’ or appropriating indigenous Cherokee identities, become the beneficiaries of policies like affirmative action, whereby their successes rest on the backs of those communities who need those policies most. 

Not all white women deal with whiteness and white guilt in the same way as the Rachel Dolezals of the world. Daniels shows how many white women engage in white saviorism in order to assuage their white guilt. An example she discusses is the adoption of BIPOC children by white families, where an undercurrent of white saviorism can perpetuate microaggressions towards communities of color, with the indirect message being that white mothers are more capable of motherhood. As is furthermore shown in the chapter “Protecting White Families,” white women often engage in practices that benefit white families and disadvantage communities of color, by raising their adopted children in a “color blind”, household, rather than a “color aware” one, thereby implicitly downplaying racism’s existence. One’s own contribution to and participation in cyclical institutionalized racism and racial segregation often goes unnoticed; well-meaning and protective mothers, who accumulate wealth within their white families and shield their children from education in multi-racial settings, which Daniels coins as the “new Jim Crow,” seem unaware of the implications of their actions. In all examples, from white women physically protecting their homes with guns from Black Lives Matter demonstrators to those well-meaning women who accumulate wealth and education for their white families, Daniels emphasizes and illustrates how white families are “one of the most powerful forces of reproducing white supremacy” (Daniels, 2021: 193). 

In the last chapter, “The Lie that is Killing All of Us,” Daniels details, through myriad examples of mental health cases (including her own mother’s), how whiteness not only poses a lethal threat to communities of color, but, even more so, how it threatens white communities. She argues that although white people are the beneficiaries of white supremacy (in that they have, for example, greater access to healthcare than communities of color do), white communities are also plagued by higher rates of depression than communities of color, and increasing addiction, mortality, and suicide rates. Daniels illustrates how nice white ladies suffer under the burden of white guilt. Building on this, Daniels illustrates the impact white guilt has on the individual and collective health of white people and communities. In this vein, Daniels demonstrates how feelings of emptiness – inherent to whiteness – are often the root cause for infliction of harm of others, and for self-destructive behavior. 

In the concluding section, Daniles refers back to previous chapters and provides the reader with detailed methods to develop an alternate, more constructive and justform of whiteness and white womanhood. Jessie Daniels herself strives to be “white without going white, to not take up all the space, to swerve away from the supremacy of whiteness” (Daniels, 2021: 234). The suggested liberators methods include, for example, rethinking social relationships with people who actively participate in the oppression of BIPOC, giving agency to women of color, and being their accomplice in dismantling white supremacy, amongst many other suggestions.

A potential critique of the book is that certain argumentations rather reductionist, such as Daniels’ proclamations that the Kardashians’ cultural appropriation derives from their white guilt, or that the suicide of a white health worker during COVID-19 was motivated by the burden of white survival guilt. This is where Daniels draws hasty conclusions and appears to disregard the complexity of the human psyche despite her background in critical social psychology. Although I concur that there lays trauma in whiteness, not all behavior is necessarily attributable to whiteness and its discontents. 

Despite this criticism, the book does insightfully deconstruct whiteness and scrutinizes individuals’ contributions to and relationships with it, making “Nice White Ladies” an excellent work of literature for those who understand that the work of anti-racism cannot be disentangled from self-work. However much one may already know about the subject matter, Daniels’ confronting, academic, and personal approach will surely provide her readers with fresh insights.  It is a work that I would highly recommend to both academics and laymen seeking to understand the complexities of white womanhood and racism. I would especially recommend the book to white women, as no matter how “woke” one might be, there might be a “Nice White Lady, whether big or small, in all of us.


Jessie Daniels, Nice White Ladies: The Truth about White Supremacy, Our Role in It, and How We Can Help Dismantle It, Seal Press, 2021, 304 pp., $28, ISBN: 9781541675865


(*) Shirin Ananda Dias is an alumna of SOAS university London, where she obtained her bachelor’s degree in Social Anthropology. Her two main regions of academic interest are the Middle East and South Asia, where she indulges in political anthropology focusing on ethnic and religious nationalism and populism in the broader framework of globalization and contemporary international relations. She is currently enrolled in the MA program “Social and Cultural Anthropology” at the University of Amsterdam where she is finishing writing her master dissertation on the expression of Hindu nationalism in right wing Hindu nationalist Facebook groups during the COVID-19 pandemic. 


PTI Chairman, Imran Khan talking with parents of student who killed in Taliban attack on an Army Public School in Peshawar, Pakistan on December 22, 2014. Photo: Asianet-Pakistan.

Military and Populism: A Global Tour with a Special Emphasis on the Case of Pakistan

Yilmaz, Ihsan & Saleem, Raja M. Ali. (2022). “Military and Populism: A Global Tour with a Special Emphasis on the Case of Pakistan.” Populism & Politics. European Center for Populism Studies (ECPS). March 1, 2022. https://doi.org/10.55271/pp0010

 

Abstract

Although populism has become a focus of research in the last decade, there hasn’t been much academic work on how militaries around the world have reacted/acted to the rise of populist leaders. There is some timeworn research on the relationship of militaries in Latin America with various left-wing populist governments and leaders from the 1930s to 1970s. Given that populism was largely understood in the context of left-wing politics, with the rise of right-wing populism, the literature on the military and populism needs to be advanced by studying the relationship between right-wing populism and the military. This article aims to address this gap by looking at the right-wing populism case study of Pakistan, where the military has actively participated in the rise of a religious populist leader. To situate the case study within the larger literature of the military and populism, the dynamics and history of military associations with populism and populist leaders are revisited in the article’s first part.

 

By Ihsan Yilmaz & Raja M. Ali Saleem

Introduction

Even though a lot has been written about populism and its relationship with numerous institutions of the state, the link between current populism(s) and the military remains mostly unexplored (see for recent exceptions, Yilmaz and Saleem, 2021; Hunter and Vega, 2022). This article addresses that gap, giving a brief overview of the relationship between the military and populism. Populism and left- and right-wing populisms are explained in the first part of this article. In the second part, different relationships between the military and populism are explored. The final part gives a brief historical summary of how the Pakistani military helped Prime Minister Imran Khan’s populist party win elections against all odds in 2018 and has since helped govern the country.

What Is Populism?

Global politics is increasingly divided between “the people” who are galvanized against “the elite” and the “other.” As populist leaders and parties exploit these divisions based on religion, ethnicity, nationality, and other socio-political constructs, societies are becoming are fractured (Moffitt, 2016; Mudde, 2010; Albertazzi & McDonnell, 2008; Laclau, 2005). In the past, the concept was understood as something unique to Latin American politics, where left-wing populism predominated from the 1930s to the 1980s (Hawkins, 2010; Weyland, 2001). Even when there were populist leaders in other regions, they were rarely called or recognized as populists.

As populism rose in the twenty-first century, it has often been used as a right-wing narrative; some of the past explanations and theories were no longer useful. During the first two decades of this century, hundreds of articles have been written on how to define populism and attempting to understand what facilitates and maintains it.

The wave of Islamophobia post-September 11, increasing instability in the Middle East, and the resulting migration crises have led to populist ideas filtering into politics. In Europe, the Five Star Movement in Italy has vehemently opposed immigration and has repeatedly expressed its concerns with Islam (Fieschi, 2019; Mosca & Calderoni, 2012; Casertano, 2012). Its right-wing agenda has caught the increasing attention of many: the movement presents itself as the legitimate “volonté générale” of the true and pure Italian “people” against the “intruders.”

In a similar fashion, secular India—the world’s largest democracy—and its multicultural traditional is under increasing threat from the “saffron tide” of the Bharatiya Janata Party (BJP) (Saleem et al, 2022). The BJP government has used the populist ideological approach to divide the country based on religious lines: “the people” are Hindus and “the others” are Muslims and Christians (Hameed, 2020; Hansen, 1999). 

As populism is a thin ideology, it can partake in both left-wing and right-wing ideas. Populist leaders attack the “corrupt elite” from both left and right. Their plans and policies can be a messy blend of left-wing and right-wing—and at times contradictory—ideas. The following section gives a brief overview of left-wing and right-wing populism.

Street posters in commemoration of the General Juan Domingo Peron death in Buenos Aires, Argentina on June 30, 2019. Photo: Alexandr Vorobev.

Left-wing Populism   

Left-wing populism casts the “elites” as “the others” who have illegitimately seized power from “the people.” Left-wing populists want to return power to “the people” and re-balance society (Moffitt, 2016: 12-3). In practice, their policies differ from classical Marxists or socialists. Left-wing populists are closer to the concept of “populist socialism,” a hybrid of five elements: radical nationalism; a radical mood; populism; anti-capitalism; and a moderate form of socialism (Martin, 2012).

Earlier agrarian movements organically faded away in the early twentieth century. It was not until the rise of the left wing in the twentieth century that the term populism was extensively explored. Latin America, in particular, underwent a rapid political transformation and saw the rise of populist governments and dictatorships. A blend of style, ideology, strategy, and discourse was used by populist leaders, such as Júan Peron in Argentina, Velasco Ibarra in Ecuador, and Víctor Raúl Haya de la Torre in Peru, to gain popularity. With the help of personal charisma combined with the rhetoric of anti-elitism, these leaders amassed a huge amount of public support. Latin American politics was thus known as “populist”—gaining the support of “the people” by harbouring feelings of “popular resentment against the order imposed on society by a…ruling class which is believed to have a monopoly on power, property, breeding, and culture” (Shils, 1956: 100-101).

Left-wing populists gained prominence in twentieth-century Latin America, but they were not limited to the Western hemisphere, and many leaders in Asia and Africa adopted populist rhetoric and policies (Young, 1982). Many populist leaders of that era, such as Kwame Nkrumah, are still revered in their countries today. With the help of personal charisma and anti-elite rhetoric, which was directed at not only local elites but also international elites (Western governments and international companies primarily controlled by the West), these leaders became very popular. Neo-colonialism was regularly arranged by these leaders, and anti-globalization was part of the African and Asian left-wing populist repertoire.

With the fall of the communist bloc in the 1990s, both Marxism and left-wing populism saw a decline in popularity. There was the gradual, widespread acceptance of liberal democracy and neo-liberal economics.

Populism—on the left but especially the right—would return in the first decade of the 21st century. March and Mudde (2005) term this new surge in populism as “social populism,” a doctrine rooted in principles of “correct” and “fair” class politics and that seeks to establish an egalitarian society that is for the “proletarian” and has elements of “anti-elitism.” The “social populist” movement found support following the global financial crisis of 2008 when it emerged along with various other political movements that sought to “fix” the “broken” system (Augustin, 2020: 5-6; Gandesha, 2018). The new wave of left-wing populists is democratic, unlike its twentieth-century predecessors, yet it uses similar ideological strategies, discourses, and style.

Right-wing Populism

At the opposite end of the spectrum, global politics is undergoing a surge in right-wing populism. As opposed to its left-wing form, right-wing populism is rooted in ideas of “the pure,” religious “righteousness,” “nativism,” and a “sacred” right to “native” land (Haynes, 2020; Lobban et al. 2020; Röth, Afonso & Spies, 2017). “The people” increasingly feel it is their right to protect their culture and values from the “others.” These “others” are a wide variety of groups, based on ethnicity, language, race, religion, etc. For instance, in Central Europe, people who believe European civilization is a “Christian civilization” view Muslims as a threat, “outsiders” who are unable and/or unwilling to integrate. Haynes (2020:1) points out, “As Muslims are not capable, so the argument goes, of assimilating to European or American norms, values, and behaviour, then they must be excluded or strongly controlled for the benefit of nativist communities. Right-wing populists in both the USA and Europe pursue this strategy because they see it as chiming well with public opinion at a time of great uncertainty, instability, and insecurity.”

Along with this “Christian” civilizational, right-wing populist ideology—with Muslims as the outsiders—right-wing populists also sometimes engage in anti-Semitism and misogyny, are staunchly anti-immigrant, homophobic, and anti-EU and anti-globalization (Haynes, 2020; Lobban et al. 2020; Röth, Afonso & Spies, 2017). Thus, the discourse is built on a distrust of “outsiders” who are not part of the “true” culture.

Former US President Donald Trump entered the White House with the help of this right-wing populism. Trump’s brand of populism heavily relies on notions of Judeo-Christian—although unlike his running mate, Mike Pence, he did not clearly identify with the dominant and deep-seated emotions in the Bible Belt and beyond. He has constantly supported the idea of a Judeo-Christian civilization and has shown an aversion to “others”—even, paradoxically, including Mexican immigrants who are mostly Christians (Hosey, 2021; Mudde, 2021; Espenshade, 2020). The January 6th attack on the US Capitol has shown Trump’s encouragement of and tolerance for domestic far-right terrorist groups that are part of a radical right in America (Mudde, 2021).              

Beyond Europe and the Western world, right-wing populists have also prospered and even gained power in Asia and Africa. Prime Minister of India, Narendra Modi, has used a right-wing ensemble of Hindu nationalism and populism for over two decades and has essentially altered the social fabric of India (Human Rights Watch, 2020; Rogenhofer & Panievsky, 2020; Jaffrelot & Tillin, 2017: 184; Saleem et al, 2022). During Modi’s first and second tenure as Prime Minister, the Hindutva ideology—and Modi’s populism—engulfed not only the politics, but also the psyche, of Indian society. From revoking the autonomy of Indian-held Kashmir to instigating security forces’ violence against student protestors across India to the Citizenship Amendment Act, the Modi-led BJP has used Hindutva and populism to engulf the brains and bodies of ordinary Hindus (Human Rights Watch, 2020; Rogenhofer & Panievsky, 2020; Saleem et al, 2022). Next door in South Asia, Imran Khan has also used Islamist populism (Shakil and Yilmaz, 2021) —and the power of the military (to be discussed in detail later)—to gain power in Pakistan. He invites people to a new Pakistan that is a modern version of Prophet Muhammad’s state, called the Riyasat-e-Madina.

Beyond ideology and discourse, right-wing populism has also been used in a performative sense as a style and as a strategy. Modi’s use of the sacred saffron colour, Khan’s habit of carrying around prayer beads, Trump holding the Bible before ordering peaceful protesters to be shelled with tear gas, and Erdogan’s habit of crying while reciting the Qur’an are various strategy- and style-based right-wing populist tactics to evoke propitious, favourable emotions in “the people.” 

The divisional lines between right- and left-wing populism are not always clear cut. For instance, the idea of anti-elitism can also be espoused by any populist. Leaders such as Modi and Erdogan have been using their humble beginnings to position themselves as a voice or of the common, working-class people. Thus, Erdogan calling himself a Black Turk (as opposed to an elite White Turk) and Modi referring himself as a chaye wala (tea seller) are symbolic gestures to highlight their working-class roots and deep relationship with an average Turkish or Indian citizen (Sen, 2019).

On the other hand, Mette Frederiksen and her party, the Social Democrats, in Denmark are proponents of left-wing values such as strong welfarism. Yet, in recent years, even when in power, the party has taken an anti-immigration stance which is traditionally a right-wing policy (Al Jazeera, 2019; Nedergaard, 2017). The party justifies its move by rationalizing, “As Social Democrats, we believe that we must help refugees, but we also need to be able to deliver results in Denmark via local authorities and for the citizens. […] We have therefore been tightening asylum rules and increased requirements for immigrants and refugees. And we will continue to pursue a tight and consistent asylum policy, which makes Denmark geared to handling refugee and migratory pressures” (Nedergaard, 2017). 

The Military and Populism

While populism is largely a political ideology, when institutional boundaries are weak, the military can fall prey to populism, too. Some characteristics of populism endear the military to it while others make the military oppose it. Military men and women, being part of a bureaucracy and an institution working under strict rules and regulations, often dislike political manoeuvring and manipulation; they may be drawn to populists who commonly talk in simple, straight language and are not ready to spare those who they think are enemies of the nation. Although populist leaders do make deals and change their opinions based on what is politically feasible (such as Trump’s change of opinion about abortion), they project themselves as straight shooters, not politicians. This apparent dislike for political expediency is also appealing.

However, there are also many points of disagreement between the military and populists. Populists generally oppose wars and foreign interventions, as they take money away from domestic welfare programs. Many populists propose cutting defence budgets to increase domestic welfare spending. Most populist leaders are also anti-science or lack basic scientific knowledge. Trump, Modi, and Khan have said many things that would make a 10th-grader laugh. This makes populist leaders difficult partners for the military, home to the most sophisticated technologies available.

Populist Generals

There are many types of relationships between the military and populism. The most direct would be a coup leader himself becoming a populist. It is uncommon today, but in the 20th century, generals did transform themselves into populists after successful coups to gain legitimization and support. Perhaps the most famous left-wing populist general was the Argentinian Júan Peron, who became the face of socialist populism (Calvo, 2021; Gillespie, 2019). During his two terms in office, Peron was able to amass popular support through welfare and pro-labour policies combined with nationalization (Gillespie, 2019). While in the short term these benefited the Argentinian people, the government was unable to support such measures in the long run when combined with the growing military oligarchy in the country. “Peron used the presidency to maintain support for the military through modernization and promotion projects. […] Perón removed generals when he saw them as troublesome and promoted the generals who supported him instead” (Calvo, 2021). This clientelism between the military elite was used by Peron to prolong his “iron first” populist rule over Argentina (he ruled from 1946-55 and again from 1973-74).

Similarly, in Mexico too, General Lázaro Cárdenas (in power from 1934-40) adopted socialist populist policies that led to major improvements in the economy and also general welfare, as he touted issues such as affirmative action for indigenous groups and women’s rights (Philip, 2000). By mobilizing the rural poor and urban middle class, Cárdenas dominated Mexican politics with socialist ideas, but his military background led his government to assume the posture and course of populist authoritarianism (Philip, 2000).

Nasserist party supporters hold signs and pictures of Gamal Abdel Nasser during first anniversary of Egypt’s uprising in Tahrir Square in Cairo, Egypt on January 25, 2012. Photo: Tom Bert.

Left-wing populism was also adopted by many military coup leaders in Africa, such as Gamal Abdel Nasser in Egypt (ruled 1956-70), Ben Bella (ruled 1962-65) in Algeria, and Thomas Sankara (ruled 1983-87) in Burkina Faso. Some of these generals “thickened” their populism with nationalism and transnationalism. Nasser was traditionally a left-wing populist leader, yet he used the ideas of pan-Arabism to create not only a national identity for Egypt but for Arabs around the Middle East.

Right-wing populist generals are not uncommon. These populist generals have promoted nativism, militant nationalism, an aggressive stance against immigrants, minorities, and outsiders, and a “my country first” policy. The Greek “regime of the colonels” in the late 1960s and early 1970s was an example of right-wing military leaders employing populism. The regime coined the slogan, “Greece for Christian Greeks,” and its leaders frequently talked about one Greek people and nation. They also talked about a “national renaissance” to resurrect Greece, which was compared to a patient on her deathbed (Couloumbis, 1974; Xydis, 1974).

Military Support for / Opposition to Populists

Most of the time, the military supports or opposes populists but does not directly intervene in a country’s governance. Populists—who want to change the decades-old way of doing politics—usually need or feel the need to have this indirect support. Supporting populists indirectly allows the military to protect its interests, such as regular increases in military expenditures, as well as increase its political power.

The military’s support for left-wing populist leaders primarily comes from the mid-century period in Latin America. During the twentieth century, militaries in numerous countries supported left-wing populists. Brazilian President and dictator Getulio Vargas (1930-45 and 1951-54) came into power supported by the Brazilian military. He adopted a wide array of social and political policies that benefited labour, workers, and women, and the Brazilian military continued to support him even when he disbanded Congress and suspended the constitution (Green, Langland, & Schwarcz, 2019: 321-4).

Some left-wing populists have been opposed by the military. Paz Estenssoro, a left-wing Bolivian leader, who came to power with the Revolutionary Nationalist Movement, stayed in power from the 1950s to 1980s. His rhetoric was anti-elitism and targeted the ruling military elite. “In the revolution of April 1952, the worker and peasant masses defeated the oligarchy’s military,” and he established a rule which led to the rapid nationalization of resources (Funke, Schularick & Trebesch, 2020: 85).

Militaries supporting right-wing populism have become more common. One of the reasons might be the changing nature of the military vis-à-vis society in the decolonized world. Earlier, the military in most developing countries was a modernizing force as it had education, scientific knowledge, and regular interaction with other militaries. Numerous military coups led to land reforms and less power for the religious right. By the end of the 20th century, most militaries in these countries had become status-quo-supporting organizations.

In the Philippines, President Rodrigo Duterte, a right-wing “strongman” populist, has been able to garner support through his “tough” actions against “druggies,” “militants,” “radicals,” etc. (Dizon, 2020). Duterte’s “action” oriented strategy to “crush” the bad guys has led him to use penal populism. His aggressive policies are supported by the military, on whom he has relied heavily for cracking down “undesirables” (Dizon, 2020).

Brazilian President Jair Bolsonaro during 74th Anniversary of Parachutist Infantry Battalion held at Military Village in Rio de Janeiro, Brazil on November 23, 2019. Photo: Celso Pupo

Another instance of a right-wing populist leader being supported by the military comes from Latin America. In Brazil, conservative, populist President Jair Bolsonaro has appointed military officers to key technocratic, political, and bureaucratic positions. One figure suggests that “individuals with military experience have occupied almost half of all cabinet seats since 2019, including President Jair Bolsonaro himself as well as retired army general and current vice president Hamilton Mourão” (Scharpf, 2020).

Finally, right-wing populists have been opposed by the military in some countries. For nearly eight decades, the modern Turkish Republican was dominated by the Kemalist military elite that advanced a reformist agenda to modernize and secularize the country. After the right-wing Justice and Development Party (AKP) came to power, the Kemalist military launched a series of attacks on the AKP. This led to what the AKP called a “digital coup” against them when the Kemalist military questioned the AKP’s nationalism and loyalty as being counter to the constitutional spirit of the country (Elver, 2014). Between 2010 and 2020, the AKP became increasingly populist and used its increasing power to constitutionally limit the Kemalist military elite from interfering.

From this brief survey, it is evident that in developing countries where mass mobilization takes place on populist grounds, the military is likely to get involved directly or indirectly in state affairs due to the power vacuum left by politicians. The armed forces are either part of “the elite” that the populist wave rises against, or they are direct agents of “the people” or supporters of those who claim to represent “the people.”

Case Study of Pakistan

Pakistan is no stranger to military involvement in civilian matters (Amin, Qurban & Siddiqa, 2020; Taj, Shah & Ahmad, 2016; Hussain, 2012). The country witnessed its first military coup in 1958, hardly a decade after its formation in 1947. From the late 1950s to the late 2000s, the country experienced four successful military coups and numerous unsuccessful ones. Pakistanis lived nearly half of those seven decades under military dictatorships (1958-1971, 1977-1988, and 1999-2008). Over the years the military has not only deposed democratically elected leaders but forced them into exile—and in the case of Zulfiqar Ali Bhutto, organized his execution (Amin, Qurban & Siddiqa, 2020; Taj, Shah & Ahmad, 2016).

Since the last dictatorship, the military has adopted a covert approach regarding its involvement in politics. They have tried to manage Pakistani politics from backstage. The fame, power, and charisma of Imran Khan, a famous sportsman and philanthropist, has allowed the military to browbeat the two most popular parties in the country. With the rise of populism, Khan and his Pakistan Tehreek-e-Insaf (PTI) party (see in detail, Yilmaz and Shakil, 2021a; Yilmaz and Shakil, 2021b; Yilmaz and Shakil 2021c) and the military have cooperated repeatedly and projected themselves as the “defenders” or “the voice” of “the people” against the malicious “others.” Imran Khan’s journey to the country’s power corridors is closely tied to his relationship with the military. Khan’s PTI, however, has gone through various stages before becoming fully immersed with the military. Due to the changing dynamics of the relationship, we have divided Khan’s journey into various chronological periods. 

Years of Warm Non-engagement (1996-2001)

The PTI was founded as an anti-elite and anti-corruption party that sought to bring social justice to the disenfranchised people of Pakistan. In its early stages, the party was welfarist and reformist in its ideas. It wanted to make politics “for the people,” as a break from conventional politics which was increasingly dynastic and self-centred. The party’s non-political background meant it had to work from the grassroots to ensure its political presence in a country where family and baradari (tribe or caste) ties play a key role in politics (Shah, 2020; Mushtaq, Ibrahim & Qaleem, 2013; Lancaster, 2003). During its initial years, the PTI was not a fixture on the political landscape other than Khan, its chairman, making headlines for issuing pro-people statements due to this social status as a former Pakistani cricketer. Abbas (2019) correctly notes that in its early years, the PTI was not seen as a political party but rather viewed as an Imran Khan fan club or a social justice movement; its membership was confined to the upper middle class and affluent members of society who wanted to play a proactive role in politics.

The PTI’s pro-establishment stance positioned it close to the military when General Musharraf deposed the sitting Prime Minister Nawaz Sharif. In Khan’s view, elite’s corrupt and incompetent leadership had come to an end, and Musharraf’s progressive ideals would benefit the country. During this period, the relationship between the PTI and the military was cordial. Shaukat Khanum Memorial Cancer Hospital, a charity founded by Khan, even was donated $500,000 by Musharraf in 2002 (Arab News, 2019).

Pervez Musharraf.

Antagonistic Relationship (2002-10)

The distant yet pleasant relationship between the regime and the PTI took a turn in 2002. Musharraf offered Khan a significant role in politics and a large number of seats in the 2002 national elections but, in turn, Khan had to support a large group of corrupt politicians. To his credit, Khan refused, and the PTI only won one seat in the 2002 military-rigged elections. Musharraf’s embrace of the corrupt and religious parties—including the KP, PTI’s political rival—turned Khan into a bitter rival. Khan also became a fierce critic of the Pakistani military’s role in the “war on terror” in Afghanistan. For nearly a decade, Khan increasingly became the face of resistance towards US-led or promoted operations in Pakistan’s rural tribal areas.

Khan’s opposition to the army’s activities and the Musharraf regime led to him being put on house arrest several times (Indurthy, 2004). In 2007, Khan and his party also publicly opposed the regime’s efforts to evacuate a hub of extremists from the Red Mosque in Islamabad (Samiuddin, 2018). Crucially, the PTI chose to remain silent on the issue of extremism being spread by the militants and radicals at the mosque and instead chose to criticize the draconian measures taken by the Musharraf-led government to dislocate the militants from the mosque complex. Later on, Khan was one of the leaders of the movement for the restoration of the Chief Justice of Pakistan, who was unconstitutionally sacked by Musharraf. It was this movement and the murder of Benazir Bhutto that resulted in the fall of Musharraf in 2008-9.

Close Alignment (2011-17)

With Musharraf in exile and The Pakistan Peoples Party (PPP) and The Pakistan Muslim League-Nawaz (PML-N) leading governments at the federal and provincial level, there was little hope for the PTI. Khan’s original supporters were long gone, and the PTI was unable to make a dent in the political arena. Similarly, the military was looking for partners to increase its clout after the undignified ouster of Musharraf. So, it seems that the two most probably decided to strike a deal. There aren’t signed papers but there is enough circumstantial evidence of the PTI’s support for the military and vice versa. The prime piece of evidence is the shift in the PTI’s “other.” While Khan was still passionately leading rallies and pointing out policy issues regarding the war on terror, the overall target of the party’s criticism was not the military but the “Western nations” which, according to Khan, had engulfed the Muslim nations into war (Dawn, 2013). Khan’s support of the Afghan mujahideen and his increasing focus on the “good” Taliban drew international criticism (Boone, 2014).

Gradually, the calls for accountability were targeted at the political elite, leaving the military out of the PTI’s retributive politics. While it’s true that civilian politicians such as the Sharifs and Bhutto-Zardaries had amassed fortunes by misusing their offices, so, too, had the military elite; generals became multi-millionaires (Siddiqa 2017). Yet PTI’s accountability was partisan: it sought a return of the looted wealth only from the civilian governments. The military supported Khan by providing him allies and ensuring favourable media coverage. Because of political deals and Khan’s alliance with the military, the PTI’s position became hypocritical. Khan spoke about those who were killed by the Western militaries in Afghanistan and refused to condemn the Taliban, who were also involved in killing innocent Afghans. While he drew excessive focus to the police brutality of the PML-N government against various protestors, such as at the Model Town incident in 2014, there was no mention the lives lost due to various military operations in the country’s western regions.

The PTI had always prided itself as a pro-democracy party, yet it did not object to the constitutional amendments that went against the democratic spirit of the country. For example, Khan did not raise an objection to the controversial 21stConstitutional Amendment, which was passed in 2015 (Amin, Qurban & Siddiqa, 2020; The News; 2014). Because of this amendment, the military could set up its own courts that could try civilians if they were deemed “terrorists.”

Muslim League-N President, Nawaz Sharif addresses PML-N workers during meeting in Peshawar, Pakistan on September 16, 2011. Photo: Asianet-Pakistan.

As the 2018 elections grew closer, Pakistan went through major political developments when Prime Minister Nawaz Sharif was disqualified from office after a prolonged court case. It was very difficult to believe that this verdict did not have the military’s support, as Military Intelligence (MI) and Inter-Services Intelligence (ISI) were major witnesses against the sitting PM. This sent into motion an openly bitter relationship between the military and the PML-N. The latter blamed the military for interfering with politics, as the exiled Sharif made speeches blaming the “aliens” or “deep state” that targeted him and his family through their “proxy,” the PTI (Dawn, 2018). Sharif went on the offensive and called out the military leadership for their constant interference in matters of the state while simultaneously labelling the PTI as the military’s “puppet” government (Dawn, 2020).  

 Support During the Election Campaign and On Election Day (2017-18)

By the end of the PML-N tenure, the party had suffered major setbacks. The PTI was the talk of the town and sought vengeance for the country’s “wronged” people. The PTI attacked the political elite, and its populist rhetoric resonated with the population, which felt failed by successive corrupt governments. The PTI emerged victorious in the National Assembly and in three provincial assemblies.   

The PML-N, after its defeat, accused the PTI of using military support to rig elections to secure its victory.  While the PML-N was a bitter loser, there was some truth in the allegations. For instance, in the July 2018 elections, the Pakistani Army had deployed over 371,000 troops to “secure” polling stations, and the counting of votes was delayed for several hours (Khan, 2018; Panda, 2018). While the presence of the military at voting stations was not new in a country where security has been a prolonged issue, there were worrying reports about the integrity of the election (Abi-Habib & Masood, 2018; Khan, 2018). Even before the election, various PML-N candidates issued statements claiming that they were being harassed by security forces and that their campaign headquarters were targeted (Abi-Habib & Masood, 2018). The allegations were profound enough that the spokesperson for the military, Major General Asif Ghafoor, had to address them during a press conference, where he brushed the allegations aside (Abi-Habib & Masood, 2018; Panda, 2018). 

Following its electoral victory, the PTI revealed a plan to address the nation’s issues in 100 days. While most of the PTI’s campaign promises remain unfulfilled—and the party even reversed some of its positions—it is worth noting that a large number of former Pakistan Muslim League-Quaid-i-Azam (PML-Q) or pro-Musharraf/military political members have become part of Khan’s core team (Abbasi, 2018). At least 13 core ministries were handed out to former PML-Q members, or those who had served in an advisory capacity to Musharraf (Abbasi, 2018). 

Support For PM Imran Khan (2018-21)

In office, Imran Khan has been an enthusiastic supporter of the military. A huge change in his previous stance was visible when a court announced a public hanging sentence for Musharraf for disrespecting and violating the constitution between 1999 to 2008 (Geo News 2019). In 2014, Khan himself urged the judiciary to do justice by not allowing Musharraf to escape trial (Ilyas, 2014). Once the 2019 verdict came down, Khan explicitly called the judge “mentally ill” for using such a “harsh” verdict as the Prime Minister felt it insulted the institution of the military (Shahzad, 2019). Khan gave a full three-year extension to the current Army Chief, after his normal three-year tenure ended in 2019, although previously Khan himself (and others) had publicly declared that giving Army Chiefs extensions undermines democracy (Philip 2019; Afzal, 2019). In, 2021 the PTI government passed another bill aimed at supporting the military. Under this new bill, anyone who criticizes the military will be tried under section 500A of the Pakistan Penal Code (PPC); the accused could face two years of jail time and/or a fine of up to 500,000PKR, or roughly 3,270USD (The News, 2021). 

In addition to supporting legislative changes that bolster the military, Khan has openly talked about a “5th generation warfare” and the opposition’s “seditious” attempts. The government, with the help of the military, has registered numerous cases on major opposition figures and has used an anti-corruption agency to keep opposition leaders terrified and/or in jail. Khan and the military’s top brass have used the populist rhetoric of threats from “within” and “outside” the country to browbeat the political opposition (Butt, 2021; Sareen 2020). Both have synchronized efforts to portray the opposition as friends of India and the “enemy” of Pakistan, ensuring they’re viewed with suspicion while the PTI and military are viewed as the “protectors of the nation.”

Conclusion

This case study demonstrates the partnership between a populist leader and a country’s military leadership that allows the latter to play a covert role in politics. In Pakistan, the military has always been closely tied with politics. It has been deemed a necessary evil that is there to protect the people from the “incompetent political elite” or to defend the country against its many “enemies.” These notions have helped construct an image of the military as a “reliable” political actor who is normally incorruptible. However, with growing concerns in civil society over repeated military regimes, the military apparatus changed its form of involvement in politics. Rather than imposing martial law and becoming a pariah on the international stage, it decided to co-opt a populist party and “help” it form a government. The PTI government now provides the generals with the necessary leverage and cover through its verbal, legal, and legislative power while the military provides Khan and his PTI with political space to run the country even when its performance is pitiful and the opposition is numerically strong. Both get what they want while also maligning the opposition as “traitors” and “enemies of the people.”  

The Pakistani case study is informative. It tells a story that can easily happen elsewhere in the developing world. A military, having staged many successful coups and accustomed to unconstitutional powers, looks to keep or increase its illegal powers against the onslaught of political parties, without imposing martial law. Thus, it decides to back a populist party, which is unable to challenge the control of the established parties on its own. Separately, both the military and the populist party may not succeed, but, using each other, they manage to take control of the government.

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Civilizationist Populism in South Asia: Turning India Saffron

Saleem, Raja M. Ali; Yilmaz, Ihsan & Chacko, Priya. (2022). “Civilizationist Populism in South Asia: Turning India Saffron.” Populism & Politics. European Center for Populism Studies (ECPS). February 24, 2022. https://doi.org/10.55271/pp0009

 

Abstract

The 21st century has witnessed a significant shift in how the concept of nationalism is understood. A political marriage between identity politics and populism has resulted in “civilizationism,” a new form of nationalism that entails an emotionally charged division of society into “the people” versus “the Other.” All too often, the divisive discourses and policies associated with civilizationalist populism produce intercommunal conflict and violence. This paper draws on a salient case study, India’s Hindutva movement, to analyze how mainstream populist political parties and grassroots organizations can leverage civilizationist populism in campaigns to mobilize political constituencies. In surveying the various groups within the Hindutva movement and conducting a discourse analysis of their leaders’ statements, the paper shows the central role of sacralized nostalgia, history, and culture in Hindutva populist civilizationism. By analyzing the contours and socio-political implications of civilizationist populism through this case study, the paper contributes to the theoretical understanding of the concept more generally.

By Raja M. Ali Saleem, Ihsan Yılmaz & Priya Chacko*

Introduction

During the 2014 electoral campaign in India, billboards adorned with a picture of Prime Minister Narendra Modi draped in hues of saffron color read, “I am a Patriot. I am Nationalist. I was born Hindu” (Ghosh, 2013). This narrative and imagery reflect the rise of the so-called “saffron tide” in India (Nag, 2014). The color saffron in Hinduism represents pious renunciation of material concerns (Bhattacharjee, 2017), and the election campaign drew on this motif to portray a period of “purification,” in which orange “fire” would “cleanse” society of its “impurities.” The fulcrum of this development was Modi and his Bharatiya Janata Party (BJP), which combine political Hinduism or Hindutva with populist discourses to construct a narrative of a civilizational state that is in “crisis” and requires a “strongman” to lead “the people” back to the glorious Hindu Rashtra (Hindu Kingdom) (Lefèvre, 2020). Modi’s Hindutva populist narrative first took form in his home state of Gujarat, where he was chief minister from 2002 to 2014. However, his comprehensive wins in the 2014 and 2019 general elections have empowered and mainstreamed the Hindutva populist narrative across India.

The civilizationist ideals of India’s right-wing Hindu movement combine the elements of religion, populism, and nationalism in an emotionally charged politics. Various groups and political parties have helped in shaping this distinct Hindutva identity. Civilizationist populism has led to changes in laws to target religious minorities and foster an environment where vigilante groups feel empowered to use violence to express their anger toward “the Other.” As a result, India has experienced a sharp decline in its democratic freedoms and now confronts the rise of “electoral authoritarianism.” The attendant “crackdowns” on civil liberties have seen freedom of expression, assembly, and religion increasingly imperiled (Freedom House, 2021; The Economist Intelligence Unit, 2021).

This paper explores the complex role of nostalgia, aspiration, culture, and history in the emergence and development of civilizationist populism. Methodologically speaking, it adopts a comprehensive case study approach to capture the complex nature of interactions across populism, nostalgia, aspiration, history, culture, and political mobilization. By reviewing Hindutva discourse in India, this paper demonstrates the role of sacralized historical narratives and their emotional appeal in creating a conducive environment for populist civilizationism. We also explore possible links between this discourse and the use of violence by the right-wing groups toward those considered “Other.” India’s selection as a case study is based on news and existing literature that points at the widespread manifestation of the phenomenon from organizational grassroots levels to the government itself. Throughout this paper, the use of sacralized nostalgia, aspiration, history, and culture is explored to make sense of the construction of populist civilizationist. It also highlights the promotion of violence by vigilante groups that draw on Hindutva civilizationist discourses.

The remainder of the paper proceeds as follows. It begins by detailing the extant literature on civilizationist populism to establish a theoretical framework to guide the case study analysis. The paper then discusses the characteristics of Hinduism and elaborates on the distinction between Hinduism and Hindutva. It details Hindutva ideology, tracing its evolution as a political-religious formation and its reliance on sacred narrative construction. The following section briefly discusses grassroots organizations that exhibit this populist discourse. These organizations mainly belong to the Sangh Parivar, an umbrella term that covers a range of groups attached to India’s militant National Volunteer Organization (Rashtriya Swayamsevak Sangh, RSS) —a right-wing, Hindu nationalist volunteer movement—including the Universal Hindu Council (Vishva Hindu Parishad, VHP) and the VHP’s youth organization the Brigade of Hanuman (Bajrang Dal,BD). In the final substantive section, the paper focuses on political parties and their leaders, who have deployed Hindutva discourse to mobilize supporters and voters, sometimes merged with populism and at other times ignoring it. The paper concludes with a short section drawing together the findings and marking out pathways for future research.

Civilizationalist Populism

Culture and religion have taken center stage in the most recent waves of populist discourse worldwide (Elçi, 2021; Yilmaz and Morieson 2021; Brubaker, 2017; Marzouki, McDonnell & Roy, 2016). Civilizationism has been central to this political development. Borrowing heavily from Huntington’s (1993) idea of a “clash of civilizations,” civilizationism derives from the instrumentalization of religion as a central logic in defining collective identity. Civilizationalist populists have used many of the world’s major religions — including Hinduism, Buddhism, Islam, and Christianity — to erect a binary where “the opposition between self and the other is not in narrowly national but in broader civilizational terms” (Brubaker, 2017: 1191).

Like all variants of populism, the notion of “the people” is central to civilizationalist populism. In this case, the idea of a sacralized in-group or “virtuous community” aligns closely with the notion of “the true people” central to all populisms. The identity of this sacralized in-group is constructed based on cultural and religious practices. This identity grounding forms the basis for a mobilization of “the people” against both “the corrupt elite” and “the Other” — the antagonist cultural or religious out-group. Assigning foreign or alien status to “the Other” allows civilizationist populists to frame out-group members as sources of anxiety, creating a sense of crisis and victimhood among “the people.” Those who are “otherized” in this way become the targets of attacks. This largely manufactured sense of crisis produces, in turn, the demand for populist leadership and organizations and paves the way for ethno-religious clashes, thereby weakening democracy (Galston, 2018; Lesch, 2020).

How culture, nostalgia, and nationalism are used collectively to construct civilizationist populist binaries of society has not been analyzed. There are, however, studies that show “appeals to religion and culture not only shape populist ideologies but also help mobilize people against other groups and/or the state by generating feelings of belonging, love, passion, fear, anger, and hate, thus shaping the performance of populism” (Yilmaz, Morieson & Demir, 2021: 18; See also DeHanas & Shterin, 2018).

It has been speculated that cultural backlash against globalization and multiculturalism plays a crucial role in empowering right-wing populism (Furedi, 2017; Inglehart & Norris, 2016). The transnational interpretation of culture enables populist rhetoric to become civilizationist, thus, overcoming the fixed borders of the nation-state. Firstly, culture is considered the key reservoir of transnational identity connecting various national communities, enabling populists to define the collective self in civilizational terms. Cosmopolitan elites championing multicultural, globalist norms and those non-nationals who adhere to an alien culture or minorities who are said to adhere to different cultural values are thus cast as cultural “outsiders.” Secondly, in civilizationist populism, the national culture is defined not in narrowly national but broader civilizational terms. For example, the Turkish culture is part of a broader Muslim culture based on the Islamic faith. Such a civilizationist interpretation also has some positive implications. For instance, it has allowed Turkish culture to accept otherwise non-national outsiders such as Syrian refugees because Turks and Syrians form part of a broader community, the Islamic ummah. Third, civilizationist populism brings together vertical and horizontal aspects of populism by characterizing the elite both “above” and “external” to the “true people” (Brubaker, 2017). The elite is not only economically and politically dominant but also considered to be culturally alien by embracing other cultures. This allows for a cultural construction of the “in-group” and “out-group” populist identities (de Cesari & Kaya, 2019).

Populism draws on nostalgia to construct an idealized and at times sacralized lost “homeland” or culture that the leader or movement promises to restore. This feature makes populism “a backward-looking reactionary ideology, reflecting a deep sense of nostalgia for the good old days” (Betz & Johnson, 2004: 311). This revisionist, romanticized loss of the imagined “golden age” is further intensified when linked to a globalized or multicultural context (de Cesari & Kaya, 2019; Norris & Inglehart, 2018; Taggart, 2004). Populists, thus, develop a “selective deployment of the national past” to shape this nostalgia in “the people” that challenges the status quo (Kenny, 2017; Yilmaz 2021).

Elçi (2021: 1) claims that populists “instrumentalize nostalgia in order to create their populist heartland, which is a retrospectively constructed utopia based on an abandoned but undead past.” In so doing, populists provide both an explanation (Elçi, 2021; Taş, 2020; Lammers & Baldwin, 2020; Homolar & Scholz, 2019; Steenvoorden & Harteveld, 2017) and a solution for current social ills, thereby empowering themselves to restore “lost” glory. The resort to nostalgia foregrounds a comforting past to make the present reassuring and restore notions of belonging, inclusion and continuity (Homolar & Scholz, 2019: 358). The populist leader provides “the people” with the hope of “ontological security in the present” and the promise of restorative justice in the future (Kinnvall, 2014: 322).

Designed to placate “the people,” this nostalgia forms a culturally homogeneous imagination in which “the Other” is present within—but not part of—the society, and its existence is seen as a hindrance to restoring the lost “glory” of the civilizational past. Duyvendak (2011) has researched this process in the West, where populists leverage resentment over globalization and immigration in extensively nostalgic narratives. He found that “(t)he past is portrayed as a closed and conflict- free whole, carried by citizens who all basically shared the same beliefs, norms and traditions” (Duyvendak (2011: 84). Consequently, “the Other” is not only cast as a hindrance to achieving a return to a utopian past but is a constant reminder of the “loss” of this former civilizational glory.

Types of Populism in India

Populism has been defined in many ways, including as a leader-centered political strategy, an ideology, a political style, and a discursive process or a frame. In the present paper, we draw on the prevalent definition of populism as a “thin-centered ideology” (Mudde, 2004: 544) that takes on its full form when combined with elements of other ideologies, such as nationalism, socialism, or conservatism (Yilmaz & Saleem, 2021; de la Torre, 2019: 7; Gidron & Bonikowski, 2013). Religion is one such ideological element used by various contemporary populists — from Presidents Trump and Erdoğan to Prime Ministers Modi and Imran Khan — to “thicken” their populist appeals.

Populism in India has been attached to religion and nationalism but also other ideological elements and markers, like caste, class, ethnicity, and welfarism. Kaustuv Chakrabarti and Kaustuv Kanti Bandyopadhyay (2021) note that populist rhetoric in India usually peaks around elections as politicians seek to mobilize voters.

Jaffrelot and Tillin (2017) identify several strands of populist politics in India. The first is personalized populism, exemplified by Indira Gandhi’s approach in the 1960s. To consolidate her political base and head off opposition from powerful regional leaders within her Congress Party, Gandhi combined welfarism and protectionist economic policies with a highly personalized appeal to the rural poor against the established Congress Party elite whom she accused of holding back progress (Jaffrelot & Tillin, 2017). However, once these vaguely leftist populist strategies started failing in the 1970s, Gandhi’s leadership turned authoritarian, culminating in the so-called “emergency period” from 1975 to 1977 when the prime minister ruled by decree under a declared state of emergency.

Jaffrelot and Tillin’s second type is the populism of Prime Minister Modi, which will be discussed in detail later in the article. The third type is welfare populism, prevalent in southern India and based on regional identity politics. Here, along with welfare policies and the free provision of consumer goods, popular leaders like M. G. Ramachandran in Tamil Nadu and N.T. Rama Rao in Andhra Pradesh, both of whom made their mark in regional films, rallied the masses against the Congress Party, dominated by the Hindi-speaking northern part of the country.

Hindutva Populism: Organizations

This section details the various organizations that make up India’s Sangh Parivar (which translates roughly to “Hindutva family”), including the influential RSS. In so doing, we show how Hindutva nationalism has drawn on the ideas of culture, nostalgia, aspiration, and history in propagating its particular form of civilizationalist populism.

Member of Rashtriya Swayamsevak Sangh Or RSS workers take a part in a route march on January 12, 2020 in Jodhpur, Rajasthan.

The Rashtriya Swayamsevak Sangh

The RSS was the brainchild of K.B. Hedgewar, a former Congress Party member who formed the organization in Nagpur in 1925 (Andersen & Damle, 2019a). As the non-political face of the Hindutva movement, it was conceived as a militant, revivalist and nationalistic organization to reinforce Hindu identity and buttress military skills among the Hindu population during the late period of British colonial rule. Around the same time, Vinayak Damodar Savarkar established the Hindu Mahasabha (HM), a political party promoting Hindutva. Despite differences with Hedgewar, Savarkar was closely aligned with the RSS, which nevertheless largely stayed out of politics in the period before independence and the 1947 Partition of India. Instead, it focused on cultivating a generation of “proper young Hindus” along the lines of Hindutva ideology, intending to subordinate non-Hindu socio-religious elements in South Asia (Yilmaz, Morieson & Demir, 2021: 8). Today, the RSS has an estimated six million swayamsevaks (members) across India (Friedrich, 2020).

In line with Hindutva politics, the RSS did not directly challenge British colonial rule, a position championed by the group’s second leader, M.S. Golwalkar. Thus, other than Savarkar and Hedgewar, RSS leaders seldom found themselves in trouble with the British colonial authorities (Patwardhan, 2014; Andersen & Damle, 2019b: 29–35). However, during the 1940s, under the leadership of Golwalkar, the RSS became heavily influenced by Italian fascism, Nazism, and British-style disciplinary military training (Andersen & Damle, 2019b: 29–35), and the movement became increasingly wedded to the notion of Hindustan as a “civilization in crisis.” In his book, We or Our Nationhood Defined (1939), Golwalkar wrote,

To keep up purity of the nation and its culture, Germany shocked the world by her purging the country of the Semitic races, the Jews. National pride at its highest has been manifested here. Germany has also shown how well-nigh impossible it is for races and cultures having differences going to the root, to be assimilated into a united whole, a good lesson for us in Hindustan to learn and profit by (Patwardhan, 2014).

Golwalkar’s classification of society and worldviews was rooted in a fascist ideology in which the Hindu nation was cast as supreme to all others (Sarkar, 1993).

The RSS has always clashed with Congress due to the latter’s “secular” nature. For instance, for more than fifty years after 1947, the RSS objected to the tricolor national flag of India, based on a design of the Congress Party that includes a green stripe to represent the Muslim population of the country. Instead, the RSS has maintained that the flag should be only saffron-colored, thereby excluding the Muslim element and extolling bharatmatta (or “Mother India”) (Andersen & Damle 2019b, 24–26). Moreover, the RSS maintains its commitment to philanthropy-led activities to chisel “model Hindus” (Chatterji et al. 2020). Still, “a number of volunteers from the RSS have over time graduated into politicians, forming their own political parties and becoming key stakeholders in the government” (Yilmaz, Morieson & Demir 2021, 8). The most prominent examples of RSS-groomed politicians are Atal Bihari Vajpayee and Narendra Modi.

The RSS also seeks inspiration from particular strands of ancient Hindu culture to fashion a political Hinduism. Ancient texts, such as the Dharmaśāstras[1] and the Manusmriti,[2] have been hailed as “the basis of the spiritual and divine march of the nation.” The Manusmriti’s author is also hailed as “the first, greatest and the wisest lawgiver of mankind” (Patwardhan, 2014). However, this text has a highly ethnocentric and glorified view of Hindu customs and traditions, one that deeply embeds problematic ideas, such as the caste system, the subordination of women, and xenophobia toward non-Hindus (Sawant, 2020; Shantha, 2020). Sawant (2020) notes that the traces of this cultural ideology are present in the RSS and the BJP. For example, several of their members have defended the ideas of “cleansing” the Bharat (motherland) and expressed support for the caste system (the Indian Constitution forbids discrimination based on caste and outlaws practices associated with “untouchability”), failed to see women outside the role of motherhood, and promoted an environment of forced re-conversion (Andersen & Damle, 2019a; Jha, 2016).

However, Andersen (2018) notes that in the post-Golwalkar period, the RSS has opened itself to non-Hindus so that they might share the Hindutva culture. But this openness is still rooted in discriminatory attitudes deeply embedded in a sense of cultural superiority. For instance, Ramapada Pal, a key preacher in the RSS, argues that “the superiority of the Hindu kingdom” is undeniable (Nair, 2015). The RSS leaders have also argued that “if a Muslim living in India chooses their god before India, then why should he be allowed to live in our country? This country belongs to Hindus first” (Nair, 2015). While their booklet rationalizes this in ultra-nationalist terms:

Non-Hindus must be assimilated with the Hindu way of life. The words ‘Muslim’ and ‘Christian’ denote a religious phenomenon, while the word ‘Hindu’ is synonymous with the nation. Even in the United States, it is emphasized that non-Americans should be assimilated into ‘Anglo-Saxon’ culture (Andersen & Damle, 2019a).

Thus, the idea of glorified ancient culture, which was the basis of a glorious future, is a key pillar in the RSS’s constructed Hindu nationalism.

As Leidig (2016) notes, this feeling of cultural superiority also exhibits “a nostalgic yearning for a glorified Vedic period – Hinduism’s ‘Golden Age’” that, coupled with the use of historical narratives to paint Muslims as the “tyrant invaders,” legitimizes the RSS’s call for “purification.”

Since 2014, the Sangh Parivar has pushed for “a pro-Hindutva agenda in the name of cultural nationalism” (Leidig, 2016). In this narrative, the “golden age” was a period when Hindus accomplished the greatest scientific and philosophical feats, changing the destiny of humanity (Thapar, 2020; Jain & Lasseter, 2018; Leidig, 2016). Additionally, a mythical martyrdom is fabricated by contorting historical legends to engender a sense of victimhood of “the people” and to vilify “the Other” — primarily the “Muslim invaders.” This process of reshaping history to construct a “golden” civilizational account is coupled with nostalgia that seeks to recreate it. It is in this sense that we argue that the Sangh Parivar has produced a kind of “saffronization” of history in India —namely, where the non-Hindu elements are systematically stripped out in an elaborate attempt at rewriting of Indian history that involves expunging the Muslim elements (Thapar, 2020; Jain & Lasseter, 2018).

Crucially, this narrative pushes the idea that, rather than championing independence for India, Congress’ rule after 1947 was just a continuation of the colonial rule of the Muslim Mughals and then the British Raj. Jawaharlal Nehru is considered a covert Muslim (his grandfather’s apparent conversion from Islam to Hinduism is cast as disingenuous). A fake quote by Nehru is widely shared by the right-wing websites to substantiate this narrative: “By education, I am an Englishman, by views an internationalist, by culture a Muslim and a Hindu only by accident of birth.” This quote was also shared on Twitter by Amit Malviya, head of the BJP’s National Information and Technology Department (IT Cell) and a member of the BJP National Executive in 2015 (Malviya, 2015; Factly, 2020).

Vishva Hindu Parishad (VHP) members perform Shastra Puja ceremony (Weapon Worship) on the occasion of Vijayadashmi Dussehra festival in Beawar. Photo: Sumit Saraswat

The Vishva Hindu Parishad (Universal Hindu Council)

The VHP was formed in 1964 by the RSS’s Golwalkar, S.S. Apte, and Swami Chinmayananda, with the stated aim of protecting and serving Hindu society and Hinduism. The organization sought to bring Hindus worshiping thousands of different gods together on a uniform platform. However, over the years, the group has taken a militant form (Nair, 2009). Its vigilante actions played a central role in the communal violence around the Babri mosque/Ayodhya dispute, discussed below, among other flashpoints between Hindus and Muslims (Nair, 2009; Lochtefeld, 1994). Some contend that the VHP’s activities constitute ethno-religious terrorism (Lefèvre, 2020).

In 1992, kar sevaks (temple volunteers) illegally demolished the Babri mosque in the city of Ayodhya in the Indian state of Utter Pradesh (UP), which many Hindus claim was built on top of the Ram Mandir (temple of Rama), a claim that is highly contested.[3] This demolition unleashed communal riots across India in which over 2,000 people, mostly Muslims, died (Lefèvre, 2020). The group has also called for the Kashi and Mathura mosques to be handed over so that temples might be built over them, with the aim of righting historical wrongs and “liberating the people” from the oppressive religious subjugation of “invader Muslims” (Singh, 2020; The Wire, 2020). The communal violence triggered by the VHP did not end with the Babri mosque events, and it has mobilized street power in acts of horrific violence, such as the massacres that took place in the state of Gujarat in 2002, which will be discussed further below. It has also become a voice for “Hindu interests” by clashing with human rights groups and protests led by Muslim women against the controversial Citizenship Amendment Act (CAA), a legislative move seen as targeting Muslims (The Indian Express, 2020; Mahmood, 2020). The VHP’s intimidation tactics also target Indian Christians, who are terrorized and harassed (Dahat, 2014).

The VHP gains most of its strength from volunteers or sevaks, who are attracted to its use of religious civilizational populism. The VHP’s traditional support base has come from the Akhil Bharatiya Akhara Parishad (ABAP),[4] which has now disavowed the VHP, and other religious groups with mathas and ashrams[5] across India, alongside RSS volunteers (with some overlap in membership across these various groups). In addition, the VHP has a long history of cultivating relationships with sages and sadhus to gain a favorable standing in religious circles (Jha, 2019; Jaffrey & Slater, 2017). This has allowed the VHP to raise its own army of volunteers that can mobilize without any political support.

S.S. Apte, founder and leader of the VHP, has long promoted the idea of Hindu victimhood. He once noted:

The world has been divided into Christian, Islamic and Communist, and all three consider Hindu society as a very fine rich food on which to feast and fatten themselves. It is therefore necessary in this age of competition and conflict to think of and organize the Hindu world to save itself from the evil eyes of all the three (cited in Jha, 2019).

Other than the appeal of this narrative, the political power and funds of the VHP have also led a number of Hindu sadhs to direct their bhakts (followers) toward Hindutva (Friedrich, 2020; Jha, 2019; Frayer & Khan, 2019).

Other than its paramilitary activities, the VHP has played a central role in the surgical excision of non-Hindu elements from Indian culture and its saffronization as well. The Taj Mahal, a UNESCO world heritage site, was taken off the official UP touristic brochure in 2017 due to its historical links to “Muslim invaders”[6] (Khalid, 2017) in the wake of immense pressure from VHP mob protests. Netflix came under fire for promoting “anti-Hindu” sentiments when Leila, a dystopic series,[7] surfaced. VHP called it “propaganda” and full of “lies” that insult the Hindu dharma and pushed for it to be banned (News18, 2020). Even before BJP came into power, the VHP campaign led to the cities of Lodai and Dudai being renamed, to Keshav Nagar (Krishna’s city) and Indraprastha (Indra’s city), respectively; the saffronization of municipalities names continues (Lefèvre, 2020).

The VHP is known to attack Muslim actors in Bollywood (Pandey, 2020). Interfaith marriages of Bollywood celebrities are always a prime target from the VHP and other Sangh Parivar activists. For instance, Hindu Vishwa, a VHP magazine targeted Kareena Kapoor, one of the highest-grossing actresses in India, for her marriage to Safi Ali Khan.[8] Kapoor’s edited face was shown half-covered by a burka, warning the audience about the nefarious intention of Muslim men to marry and convert Hindu women to Islam (Pandey, 2020). Muslim men have been accused of grooming young Hindu women to convert them to Islam through marriage (Pradhan, 2020). This has been labelled as “love jihad” (Pandey, 2020; Asthana, 2021). Kapoor and Khan have also been targeted for naming their son Taimur because his apparent namesake— the ancient Mongol warlord Taimoor, whom Hindu nationalists deem “worse than Hitler” — invaded India as part of his global conquest (Lakshmi, 2016). The couple was attacked again for naming their second child Jahangir (“Jeh”), which links him to the Mughal Emperor Jahangir.

The VHP is the manifestation of Hindutva civilizationism that seeks to recast society in its “golden age” by restoring proper “order” and reclaiming what it claims was “stolen” by non-Hindu invaders. It attacks anyone, and any place, ranging from historical sites, Western pop culture, and Bollywood icons that it feels are not in line with this romanticized Hindu past. It uses populist victimhood and Hindutva nostalgia to legitimize its militancy and aims to re-establish the “superior” Hindu culture.

The Bajrang Dal (Brigade of Hanuman)

The Bajrang Dal (BD) — the “Brigade of Hanuman” — is the youth wing of the VHP and was founded in 1984. The name references the monkey god Hanuman, a companion and aide to Lord Ram in the Hindu epic Ramayana (Friedrich, 2020; Doniger, 2018). In 2018, the CIA categorized the BD as a “militant religious organization” due to its targeting of Christians and Muslims in India (Friedrich, 2020).

The BD primarily recruits men between the ages of 15 and 35. Its proclaimed ideology is “Seva, Suraksha, Sanskar,” which translates into “service, safety, and culture,” although a militant championing of Hindu religion and culture is much more critical to the BD. It has provided VHP, RSS, and BJP with the necessary “muscle” during instances of communal violence (Ahuja, 2019). As a youth group, it is well-placed to infiltrate and disrupt human rights protests, which in India are often led by young people, particularly students. On numerous occasions, BD members have attacked Kashmiri students for the apparent “threat” they pose to “Indian unity” by emphasizing ethnic and religious diversity (Mishra & Jha, 2019). In 2019, a terrorist attack left several Indian soldiers wounded and dead in Pulwama, Indian Kashmir. The BD mobilized soon afterward, attacking and injuring Kashmir students. One activist justified the actions as a means “to teach the students a lesson so that no one can ever dream of doing what had happened in Pulwama” (Mishra & Jha, 2019). Despite their vandalism and vigilantism, over 1,000 BD members have been given military training in recent years. The parent body VHP has justified this by saying, “The main aim of such training camps is to train workers for Rashtra Raksha (National security) which includes women safety, cow protection, temples security and of course protecting Hindus” (Jaiswal, 2019). The youth receive training from RSS-trained personnel or ex-army or police officers (Jaiswal, 2019).

The blend of militant, physical training and deep Hindutva convictions has, for decades, enabled BD youth to incite violent means to “protect” Hindus. For instance, in broad daylight in 1999, Sheikh Rehman, a Muslim trader, was set on fire in the eyes of a crowd of over 400 people after his arms were chopped off by BD (HRW, 1999). In periods when the BJP has been in power at the federal level in India (such as now and in the late 1990s), the BD has been emboldened. It now regularly attacks non-Hindus, targets liberal groups on university campuses for their human rights advocacy, and is a key participant in India’s growing trend of anti-love jihad campaigns (Friedrich, 2020; Ahuja, 2019; Mishra & Jha, 2019; PTI, 2016).

In 1999, Human Rights Watch (1999) interviewed a VHP volunteer. Part of that discussion exemplifies the role of Sangh Parivar as the vehicle of Hindutva:

The VHP is for the promotion of religion, the Bajrang Dal is for the protection of Hindus, and the BJP is for politics. The work systems are different, but the aim is the same. We all want akand bharat: all nations under India. We want what we had before independence, minus the British. We should have a Hindu nation. Other religions can do whatever they want, but they should not insult Hinduism. We also don’t want them to distribute their vote but to give it to the Hindus. Everyone will come together to support against [the] Congress [party].

Hindutva Populism: Parties

Before discussing Hindutva populism, it is crucial to mark out how it differs from Hindu nationalism. Hindu nationalism claims that Hindu religious or cultural identity is the primary identity of all Indians. It rejects territorial nationalism and argues that religious minorities must accept Hindu culture if they want to be “true” Indians. Hindu populism, a thin ideology, utilizes Hindu nationalism as the basis of populist politics (Jaffrelot, 2007). Unsurprisingly, while the two are conceptually distinct, there is considerable overlap between them.

Gandhi statue in India. Photo: Arthur Simoes.

Was Mahatma Gandhi a Hindu Populist?

Numerous authors have researched this question and concluded that while Gandhi was one of the most, if not the most, popular leader, he was not a populist. Chakrabarti and Bandyopadhyay (2021) discuss Gandhi’s fight with the British elite and his identification with the ordinary Indian but do not characterize him as a populist. Jaffrelot and Tillin (2017) write about populism in India but do not focus on Gandhi. They start their analysis from the 1960s. Sajjan Kumar (2019) also rejects calling Gandhi a populist, noting that:

a charismatic-popular-populist pitch doesn’t automatically transcend into populism. It requires demagoguery wherein hitherto suppressed but popular desires get articulated by a mesmerizer who emerges as the savior. Both Mahatma Gandhi and Jawaharlal Nehru were charismatic but not populist as they assumed a guiding role vis-à-vis the people rather than getting subsumed by their worldview. Gandhi didn’t hesitate to withdraw the non-cooperation movement in the aftermath of Chauri Chaura when it gained momentum, and Nehru stood for secularism and scientific rationality in the midst of Partition’s mass frenzy.

Hence, linking Modi’s populism to Gandhi’s Hindu politics is a mistake. Unlike populists in their rhetoric, Gandhi did not consider his enemies “evil,” nor did he present the oppressed masses as wholly innocent or “pure.” Thus, “corruption” to the extent that it appeared in Gandhi’s rhetoric, was not only external but also internal. Moreover, Manichean binaries, a feature of populism worldwide, were not part of Gandhi’s politics (Saleem 2021).

Hindu Nationalism and Hindu Populism

Hindu nationalism started to become popular in the late 19th century. It was a diverse combination of Hindu revivalist movements, such as Arya Samaj and Brahmo Samaj, which tried to make Hinduism a “modern” religion that more closely resembled the Abrahamic faiths in shape or form. Islam and Christianity were models for Hindu revivalists but also threats since the revivalists feared that Hindus might convert. As the British took small steps toward introducing Indians to Western-style elections, this revivalism was also evolved in Hindu consciousness and Hindu nationalism. Vinayak Damodar Savarkar, mentioned earlier, was the first ideologue of Hindu nationalism or Hindutva, and his HM party became the first party to champion it in Indian politics. Yet Savarkar was a nationalist, not a populist. His goal was to unite the majority (the Hindus) against the elite, but he was not “anti-elite” as such, drawing much support from the Hindu upper castes, businessmen, and aristocracy (Visana, 2020; Tharoor, 2018: 40–50). Indeed, the HM had urban, high caste roots, much like the pre-Gandhian Congress (Bapu, 2013: 26–43), and so was not an anti-elite party. Moreover, unlike Congress, it avoided directly confronting the British as Congress did. It refused to participate in both the Civil Disobedience Movement of the 1930s and later the Quit India Movement, demonstrating its pro-British government stance (Gondhalekar & Bhattacharya, 1999).

In sum, the Hindu Mahasabha was a Hindu nationalist party, but populism was not part of the strategy. This difference between right-wing nationalism and right-wing populism is important to keep in mind. Although there is currently overlap and numerous right-wing nationalist parties have become populist, right-wing nationalism and populism are not the same. Almost every right-wing populist is a nationalist, but not every right-wing nationalist is a populist (Saleem, 2021).

Bharatiya Janata Party (BJP) supporters during a rally in support of BJP candidate Himanta Biswa to file nomination papers ahead of Assam Assembly Elections 2021. in Guwahati, India on March 19, 2021. Photo: Talukdar David.

From the Bhartiya Jana Sangh to the Bharatiya Janata Party

The Bhartiya Jana Sangh (BJS) was established as a Hindutva party in 1951 by Syama Prasad Mukherjee. Although Mukherjee had left the Congress long before due to ideological disagreements and joined the HM, he was made a cabinet minister by Prime Minister Nehru after independence. However, he continued to differ with Congress, such as its policy of outlawing the RSS. In 1950, the Liaquat–Nehru Pact[9] became the final straw for Mukherjee, who resigned from the cabinet. Later, he left the HM and established the BJS to represent the “interests” of Hindus (Carothers & O’Donohue, 2019; Lahiry, 2005). It graduated to become the primary Hindutva party and won seats at both state and national levels. In 1977, the BJS merged with the Janata Party to oppose Indra Gandhi’s authoritarian practices and emergency proclamation. A large majority of its members later resigned from the Janata Party and formed the Bharatiya Janata Party (BJP) in 1980.

One of the major ideologues of the Hindutva movement was Deendeyal Upadhyaya, who was for many years a top leader in the BJS. Upadhyaya developed a humane face for Hindutva, known as “integral humanism.” His philosophy focused on seeing life as a whole and rejecting conflict based on class or caste and between the individual and society. Following Savarkar, he rejected the idea of territorial nationalism. Instead, he argued that nations can succeed only if they follow their own dharma, which is closely aligned with their culture and traditions. Upadhyaya believed India’s failure after independence was because it did not follow its dharma, based on local culture and traditions, which for him were Hindu culture and civilization. This was Hindu nationalism explained in a more humane way, but it was still Hindu nationalism (Tharoor, 2020). Upadhyaya said: “We shall have to concede that our nationality is none other than Hindu nationality… If any outsider comes into this country, he shall have to move in step and adjust himself with Hindu Nationality” (cited in Kulkarni, 2017). However, Upadhyaya, as mentioned, was no populist. He was more of an ideologue, organizer, and Hindu civilizationist. An RSS apparatchik, he was seconded to the BJS and remained part of the party until his death.

There is little evidence to support that BJP went beyond right-wing Hindutva-inspired nationalism to promote populist civilizationist populism. We need look no further than the three-term BJP Prime Minister Atal Bihari Vajpayee for evidence of this. Vajpayee, who led BJP in the early phase in the 1980s and 1990s, was a Hindutva apologist (Hindustan Times, 2018). And his discourse was often divisive. For example, in a speech in 2002, he drew the common Hindutva populist distinction between “us” and “them” by asserting:

Wherever Muslims live, they don’t like to live in co-existence with others, they don’t like to mingle with others; and instead of propagating their ideas in a peaceful manner, they want to spread their faith by resorting to terror and threats. The world has become alert to this danger (cited in Varadarajan, 2018).

Yet Vajpayee, a poet and author of many books, was careful in propagating Hindu civilization, and he was not a populist politician. He was respectful even to his opponents, and his speeches were more soft attacks than rants and harangues.

In this early period, Hindutva nationalism was used in a non-populist style. Leading up to the anti-Muslim Gujarat riots in 2002, Vajpayee tried to distance the BJP from the sectarian activities of the Sangh Parivar (Nair, 2009). He even called the “new” Hindutva problematic, noting: “I accept the Hindutva of Swami Vivekananda, but the type of Hindutva being propagated now is wrong, and one should be wary of it” (Varadarajan, 2018). Following the riots in Gujarat, he even tried to force Narendra Modi, then the state’s chief minister, to resign but failed due to pressure from the RSS (Nag, 2015). In 2003, the VHP’s newly elected general secretary, Giriraj Kishore, called Vajpayee a “pseudo-Hindu” because of his outreach to Pakistan, such as in the Lahore Pact[10] signed in 1999 (Nag, 2015).

While the BJS and early BJP centered their policies around Hindutva, it was more in the framework of nationalism than civilizational populism. As Leidig (2020) notes

Hindutva was not truly ‘mainstreamed’ until the election of the current prime minister, Narendra Modi, in 2014. In order to construct a narrative that furthered Hindu insecurity, Modi mobilized his campaign by appealing to recurring themes of a Muslim ‘threat’ to the Hindu majority. The result is that Hindutva has become synonymous with Indian nationalism.

Before the 2002 riots, Modi was a relative unknown outside of Gujarat (Hosen, 2020). Groomed within the RSS system, he rose up the ranks and was appointed chief minister of the state in 2002. Following his back-to-back wins in state elections, he led the BJP in national elections in 2014 and became prime minister, winning a second term in 2019. In gaining a legislative majority in two consecutive general elections, Modi pulled off a feat that no prime minister had achieved since Indira Gandhi in the early 1970s.

Under Modi, the BJP has taken a new direction. There is a transparent element of classic populism with both horizontal and vertical dimensions, but what is unique is the civilizational construction of a new narrative that goes beyond the BJP’s earlier focus on Hindutva nationalism. To love the country and dharma is now a lifestyle that has pushed the saffronization process into all aspects of social and political life. Moreover, as Chacko (2018) discusses, under Modi, the BJP has adopted a new neoliberal chauvinism that calls for India to become a global leader in commerce and technology. This new narrative links Hindutva pride with a call for economic development so that India can attain its prominence in the community of nations that was lost with the “Muslim invaders” in the 16th century —in other words, to “make India great again.”

McDonnell and Caberea (2019) observe that the BJP’s division of the population into what the authors call “the people” and “the others” does not reflect a categorical distinction between Hindus and non-Hindus. Instead, its definition of “the people” is judged on the parameters of how readily one engages with the national culture and its values (basically conservative Hindu culture). Thus, Manohar Lal Khattar, the BJP chief minister of Haryana, said, “Muslims can live here, but in this country, they will have to stop eating beef” (McDonnell & Cabrera, 2019: 493). This nativist element to the BJP’s populism draws on divisive issues that invariably arouse popular sentiments (Ammassari, 2018: 8). While these measures are presented as policy decisions taken to protect people’s interests, they are, in fact, political moves designed to mobilize voters in support of restoring the lost Hindutva civilization that pre-dates the Muslim “invasion” (Ammassari, 2018; Jain & Lasserer, 2018).

The BJP, in line with populist tradition, targets elites (i.e., Congress) and presents itself as a grassroots “people party,” one that transformed a tea seller boy into the leader of the world’s largest democracy. Modi and the party “stress his own underdog background as a chaiwala (tea seller),” positioning him as a “humble yet anointed Hindu leader” (Rao, 2018: 177). However, in a Hindutva fashion, some party posters present him as “sacralized with a halo indicating Hindu symbolism of gods who glow like surya (the sungod)” (Rao, 2018: 177). Apart from the elite, religious minorities are also “otherized” as “internal outsiders” and are usually accused of working with external “outsiders” such as India’s nemesis, Pakistan (Peker, 2019: 31–32). Elites and “internal” outsiders such as opposition leaders also merged as singular targets in BJP attacks (Peker, 2019: 32).

Under Modi, the BJP has become unapologetic and blatant in embracing the RSS. This has helped it openly embrace civilizationism in a program to alter the social fabric of India (Jaffrelot & Tillin, 2017: 184). The “clash of civilizations” and superiority of “the people” and their faith is the crux. Yogi Adityanath, often presented as a “poster boy” of Hindutva and the BJP, is a monk turned politician and the current chief minister of UP (Gupta, 2018). He is a long-time Hindutva preacher and political advocate of extreme violent Hindutva. Despite being the chief minister of a state with over 200 million people of different faiths, he has openly used the Hindu Rashtra rhetoric in calling for the establishment of a Hindu polity as he sees it as a “way of life” (Hindustan Times, 2017). Those who do not abide by this way of life will be “taught” a lesson “in the language they understand (violence),” according to the Yogi (Hindustan Times, 2017). In one speech, he assured, “If given a chance, we will install statues of Goddess Gauri, Ganesh and Nandi [Hindu deities] in every mosque” (Hindustan Times, 2017).

In recent years, UP has seen a boom in Hindu religious tourism. This has gone hand in hand with the rising pressure to “reclaim” mosques that were “stolen” from Hindus so that they might be re-established as temples (Sikander, 2020), as mentioned above. These arguments have justified and encouraged the ever-growing vigilantism (Human Rights Watch, 2020; Gupta, 2018). Yogi has even popularized his dog, Kalu, on online platforms as a vegan dog who does not consume meat and abides by the Hindutva code (Hindustan Times, 2019).

Uttar Pradesh, India’s most populous state, is also home to the country’s largest Muslim population, and this has always fueled Hindutva “fear” that demographic shifts will see Muslims eventually outnumber Hindus. A manifestation of this “fear” is the previously mentioned “love jihad” campaigns that demonise interfaith marriage. Adityanath warned the “love jihadists” and said, “I warn those who conceal identity and play with our sisters’ respect. If you don’t mend your ways, your ‘Ram naam satya’ (chant associated with Hindu funerals) journey will begin.” As a result, a law criminalising interfaith marriage was passed in Uttar Pradesh, and the VHP and BD increased targeting and harassment of interfaith couples especially Muslim grooms (Asthana, 2021; Pradhan, 2020). Yogi’s firebrand speeches also have elements of sexism and propagate gender inequality. He once said, “if they [Muslims] take one Hindu girl, we will take 100 Muslims girls […] if they kill one Hindu, there will be 100 that we…” and waited for the crowd to chant “kill” (Crabtree, 2017). The victim narrative is profoundly violent and militant with no respect for religious freedom or even life.

Simultaneously, the two most recent terms of BJP in office have systematically blurred the lines between history and Hindutva fiction in the school curriculum (Jain & Lasseter, 2018). The “culture” is being saffronized as “the true colour of Indian history is saffron and to bring about cultural changes we have to rewrite history,” said RSS’ Manmohan Vaidya approving these changes (Jain & Lasseter, 2018). Redefining India has focused on putting forth the “Hindu first” narrative in which Hindus are cast as the rightful and original inhabitants of the land who have been marginalized by invader Muslims and Christians. Unsurprisingly, there is a party-wide commitment to instrumentalizing religion in education. Prakash Javadekar, Minister of Human Resource Development, praised this move, saying: “Our government is the first government to have the courage to even question the existing version of history that is being taught in schools and colleges” (Jain & Lasseter, 2018).

Modi himself has dabbled in the nostalgia of a fictitious Hindu culture at various instances. For example, he has promoted the idea that Ganesh, the deity with an elephant head, reflected ancient Hindu advances in science, demonstrating the apparent plastic surgery skills of the ancient Hindus; Modi even claimed that genetic scientists existed at that time (Rahman, 2014). Modi is on the record saying that the chariot of the Hindu God Rama was the world’s first airplane, while Biplab Deb, the chief minister of Tripura, claimed that ancient Indians created an ancient form of the internet (BBC, 2018; Rahman, 2014).

To restore and “protect” the “golden age” of Hindu culture, Hindutva civilizationist populism has seen the BJP introduce laws, such as the highly controversial National Register of Citizens, which seeks to make India “Hindu by character, by culture.” These moves are cast as benign because the policies offer select persecuted minorities from certain neighboring states pathways to Indian citizenship while deporting Muslims who cannot prove they are not illegal migrants (Human RightsWatch, 2020; McDonnell & Cabrera, 2019: 488). Amit Shah, the main force behind theis legislation, defends the act as follows: “Infiltrators are like termites in the soil of Bengal. A Bharatiya Janata Party government will pick up infiltrators one by one and throw them into the Bay of Bengal” (Al Jazeera, 2018). As the home minister, Shah was behind a controversial set of policies directed at India’s only Muslim-majority state, Kashmir, from 2019 onward that included abolishing Articles 370 and 35A of the Indian Constitution —dividing Kashmir and abolishing its special autonomy guaranteed since the 1940s, and making it a union territory governed directly by Delhi—as well as the illegal incarcerations of thousands of Kashmiris, and the world’s most protracted internet blackout ever imposed by a democracy (Dey, 2019). The general trend is union territories graduating to become autonomous Indian states within the Indian Union. Kashmir is the only instance in the 74 years of Indian history of moving in the other direction (PTI, 2019).

In this context, the promise of the BJP as given in the political slogan “sabka saath sabka vikas” (together with all, development for all) seems hollow, showing the clear direction the party has taken by embracing Hindutva civilizationist populism and imagining and imposing conservative Hindu culture as the “real” Indian culture.

Conclusion

In exploring India’s saffronization, this paper has shed much-needed light on ideas that are at times either ignored or not fully explored. First, there is an attempt to distinguish between Hindutva, a political ideology, and the faith of Hinduism. The discourse shows that Hinduism is a highly plural and flexible philosophy compared to the more structured Hindutva. While Hinduism can be traced back thousands of years, Hindutva’s history is less than two centuries. Second, Hindutva or Hindu nationalism is not the same as Hindu populism. Due to Prime Minister Modi’s use of both these political ideologies, many authors incorrectly conflate them. Thus, the use of Hindutva by political actors does not strictly make them religious populists. Nor is India’s civilizational Hindutva populism strictly identarian because while it stands for “a Hindu way of life” and not Hinduism itself, it heavily relies on creating a Hindu identity of “the people,” which excludes other faiths.

This distinction enables the present article to take the long view and explore the development of recent issues while not focusing narrowly on the last two decades of Indian politics. We, thus, look at Hindutva populism within the BJP and other Indian right-wing parties. This investigation reveals the prevalence of Hindutva as a cornerstone of nationalism pre-existed the BJP’s 2014 electoral win under the leadership of Narendra Modi. However, its current civilizationist populism was absent from the earlier discourse, or at least leaders such as Vajpayee kept it away from the party. Thus, the mainstreaming by the Sangh Parivar of Hindutva ideology in BJP politics has deep roots even as civilizational populism only broke through in the last few years. This study is an important contribution to this theoretical chronology of the rise of saffron populism in mainstream Indian politics.

This study also shows that Hindutva is currently a civilizational populist narrative that is the force behind India’s “saffron tide.” At the heart of this populism is not a simple love for one’s nation or one’s culture or religion. There is a clear sense of nostalgia of a glorified bygone era and a populist rhetoric that defines non-Hindus and liberal or secular Hindus as “the Other.” This helps promote a cultural “crisis” where “the true people” are cast as victims of centuries of oppression and overlordship from “invaders” (first the Muslim Mughals, then the Christian Europeans, especially the British), raising the question of ontological security. Sadly, but not surprisingly, there is both an explicit and implicit thread of violence embedded in this populism. Cultural pride and longing for the lost “homeland” rationalizes all problems —from national security to social challenges —in this framework and pins them on “the Other.” The BJP’s position in power and its promotion of this populism through legislation and changes in the school curriculum allow the RSS and the Sang Parivar to implement saffronization on the ground, using violence under cover of laws to “protect victims” (i.e., Hindus).

The saffronization of India started as a Hindutva project, but now it is continuing as Hindutva constructed civilizationist populism. It is embodied by the state and promoted by Hindutva grassroots organizations. Given its appeal, it blurs the lines between fiction and history and supports the constant victimhood of “the people” and vilification of “the Other.” With permanent changes within the state legislation, school curriculum and state structure coupled with emboldening of vigilantism, it is a dangerous trend that threatens to destroy Indian democracy and the Indian polity itself.


(*) Dr. Priya Chacko is a Senior Lecturer in International Politics in the Department of Politics and International Studies at the University of Adelaide where she teaches courses and supervises research on foreign policy and South Asian politics. She previously held positions at the University of the Witwatersrand, South Africa and Victoria University of Wellington, New Zealand. Her current research projects focus on the impact of market reform on India’s foreign policy and social policy and the intersection of Hindu nationalism, populism and neoliberalism in Indian politics and policy making. [email protected]

 


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Footnotes

[1] Sanskrit theological texts.

[2] An Indian text dating back to 100 CE, which is a major source of Hindi law (Britannica, 2015).

[3] A number of mosques have been built on old temple sites around the country. Nevertheless, most RSS claims that various mosques ought to be turned over are not rooted in facts but on assumptions based on unreliable historical analysis. For instance, archeological excavations have never been able to find evidence of a temple underneath the hotly contested Babri mosque (Al Jazeera, 2019).

[4] An organization of Hindu religious leaders (sants and sadhus).

[5] These are the Hindu equivalent of Christian monasteries.

[6] The Taj Mahal was built by Shah Jahan, the fifth Mughal emperor, at the height of the Mughal empire, as a mausoleum for his queen consort, Mumtaz Mehal. It is also his final resting place. Hindutva supporters have sought to delink Indian history from the Persianate age (1000–1765 CE) in which there emerged a marriage of Sanskrit (Hindu) and Persian (Islamic) cultures that resulted in what some scholars consider a hybrid and quite multicultural Ganga–Jamuni civilization (Eaton, 2019; Akins, 2016). Today, the right-wing in India refutes the notion that a Ganga–Jamuni civilization ever existed, considering it a historical fabrication (Balakrishna, 2021).

[7] The series features an Orwellian or Atwood-styled world in which fundamentalist Hindutva-like norms guide social practice (News18, 2020).

[8] The resentment toward Saif Ali Khan runs deeper because, as the son of the last Nawab of Pataudi, he is seen as carrying the legacy of the “Muslim conquerors.”  It is interesting to note that Khan’s mother is a famous Hindu actress, Sharmila Tagore and his father served India as the captain of the Indian national cricket team. The union between Mansoor Ali Khan Pataudi and Tagore was not scrutinized like that of Saif Ali Khan and Kareena Kapoor. This indicates that the intolerance toward interfaith marriage is something of the more recent past, demonstrating the growing power of the Hindutva narrative.

[9] The pact allowed for a peaceful exchange of refugees between India and Pakistan, condemned forced conversions, developed a commission for minorities and allowed for the safeguarding of property lost by migrants during the 1947 Partition (The Indian Express, 2019).

[10] The Lahore Pact is a bilateral agreement between India and Pakistan to curb the use and proliferation of nuclear arms in South Asia and was negotiated as part of a broader move to ease tensions between the two countries (UN, 1999).

People passing by portraits of Mustafa Kemal Ataturk and Recep Tayyip Erdogan in Istanbul, Turkey on December 28, 2015.

Creating the Desired Citizen: Ideology, State and Islam in Turkey

Demir, Mustafa, (2022). “Creating the Desired Citizen: Ideology, State and Islam in Turkey by Ihsan Yilmaz.” ECPS Book Reviews. European Center for Populism Studies (ECPS). February 17, 2022. https://doi.org/10.55271/br0008

 

Ihsan Yılmaz’s new book presents a detailed analysis of Turkey’s political and sociological evolution, from the country’s anxious birth as a “fearful nation,” preoccupied and weighed down by historical traumas to the present. Yılmaz’s study provides a detailed account of the polity’s “never-ending” nation-building process and offers keen insights into why this process is intransient. His book highlights the political nature of defining citizens as either “desired,” “tolerated,” or “undesired” and the way this definitional process functions as a tool in hegemonic rivalries between “political tribes” in polities such as Turkey.

Reviewed by Mustafa Demir

Ihsan Yılmaz is Research Professor and Chair of Islamic Studies and Intercultural Dialogue at the Alfred Deakin Institute for Citizenship and Globalisation. In his most recent book Creating the Desired Citizen: Ideology, State, and Islam in Turkey, published with Cambridge University Press in 2021, Yılmaz presents a highly detailed analysis of modern Turkish history. Not only does this engaging book provide fresh insights into the emergence and development of modern Turkish political culture, but also a new theoretical framework that incorporates emotions into the sociological analysis in a highly innovative way. Each chapter is arguably worthy of its own book-length treatment, and Yılmaz’s ability to cover much ground in a single monograph is commendable.

The scholarship on Turkey, especially on its emergence and its process of nation-building, provides a fascinating case study for social and political scientists. This is reflected in the vast literature on the case, with thousands of theses, articles, and books written on this very topic. Nevertheless, gaps in our understanding remain. One such gap, I believe, is the incomplete and controversial nature of Turkey’s nation-building project. Contested efforts in this regard have created pronounced political and ideological fault-lines in Turkish society. The nature of Turkey’s political process has kept this historical dynamic intact; it is not merely a research subject but rather an enduring game of political brinkmanship. In this game, those wielding power all too often point to those on the other side as “undesired citizens.” 

Against this backdrop, Yılmaz weaves his own personal story through the narrative in this weighty (in terms of both coverage and impact) book. In so doing, he critically reflects on the emotional aspects of the political decisions and socio-political “transitions” that have roiled his homeland. Yet Yılmaz’s critical reflection gives the book a crucial degree of objectivity, allowing him to transcend his own experience and reach out to (and draw on) other, often divergent, scholarly perspectives on Turkish political developments and decisions. This is well reflected in the book’s diverse bibliography (As those familiar with Turkish academia will know, the field is characterized by sharp divisions—even tribalism—with tribes forming virtual “citation cartels” that prefer to explore contentious social and political developments only through the lenses they feel comfortable with, making no attempt to understand one another).

A New Frame to Analyze Turkish Political History

As mentioned, Yılmaz deftly instrumentalizes his personal story in developing a novel framework to map many of the key socio-political “transitions” in Turkey. The first such transition —to Kemalist secularism — is one Yılmaz encountered when he became “a religiously observant [university student] in a staunchly laicist state that was not comfortable with religious expression in the public sphere.” Yılmaz then frames Turkey’s transition to Erdoğanist Islamism through the lens of his own experience as a university professor teaching students from all segments of Turkish society. As an academic and columnist, Yılmaz wrote many articles in daily newspapers in Turkey criticizing the Islamist AKP government in power after 2003. He was fired from his university position due to growing government pressure in early 2016.

At first glance, Kemalism and Erdoğanism appear antithetical, one staunchly secular, the other avowedly Islamist. However, Yılmaz demonstrates that they are connected by a central element they share — a commitment to Turkish nationalism. Drawing once again upon his personal history, Yılmaz recounts how he awoke only later in life to the exclusive, illiberal, sharp, and destructive nature of Turkish nationalism through his experiences and observations during his years as a university lecturer between 2008 and 2016.

Indeed, Yılmaz’s role as an educator is highly salient since education — or, more precisely, its role in nation-building — is a through-line across the book. In the preface, Yılmaz references another book, Füsun Ustel’s “Makbul Vatandaş” ın Peşinde (In Pursuit of the “Acceptable Citizen”), published in 2004. Ustel’s book focuses on how education was instrumentalized in building a nation in the initial period of the Kemalist Republic of Turkey. As he highlights, Ustel’s book inspired him to tie his story, experiences, observations, and travails to the story of Turkish politics and political history.

Yılmaz builds on Ustel’s insights but takes the matter further, looking not only at education but other sectors such as religion and media. While Ustel’s work focuses more on the Kemalist mission of re-dressing and creating an “acceptable” model of modern citizenship via education, Yılmaz’s work focuses more on the political and hegemonic aspects beyond the early Kemalist mission of modernization. It is also important to highlight that Yılmaz treats the notion of “desirable” as dynamic and in transition. Thus, the definition of “desired citizens” is political and highly changeable. Yılmaz also introduces two new terms, “tolerated” and “undesired” citizens. These additional categories allow him to avoid the trap of dichotomizing, familiar in much Turkish, scholarship and provide a subtle degree of analytical flexibility that opens up space for exploring “gray zones” in between the desirable and the undesirable. Thus, he is able to show how changing political landscapes bring shifts in how these definitions are applied to one kind of Turkish group or another, as observed during the transition from Kemalism to Erdoğanism. Yılmaz also highlights the Erdoğanist attempt to redefine what is a “desired citizen” in Turkey. In doing so, he provides not only fresh insight but a robust new conceptual framework to analyze the uncompleted process of nation-building in Turkey.

A further appeal of the book is its approach to Turkish political history, which appears very close to Erik Zurcher’s. Like Zurcher, Yılmaz does not separate political and historical periods sharply; rather, he focuses on the ‘transitions,’ highlighting how even as the new emerges, it draws heavily on what has gone before. For example, distinct from the established view on modern Turkish political history — which rehearses the idea of a radical break with the past in the establishment of the Turkish Republic in 1923 — Zurcher’s account presents Turkey as always, already in transition, in a continuous process of evolution. Here, elements of the Ottoman past were brought through into the Kemalist Republic, whose core elements were also retained, to a greater or lesser extent, in later transitions to multi-party democracy and through into the present. Similar to this approach, Yılmaz’s account considers Erdoğanism less a radical break than yet another transition in a long historical process of social and political change.

What Sets Yılmaz’s Account Apart?

The book is structured around the concept of citizenship, which, rather than being treated as a legal definition, is taken as a dynamic concept responsive to hegemonic movements within the polity. As the title of the book suggests, creating desired citizens is unthinkable without its obverse: eliminating undesired elements. Thus, the book is equally, if not more, a story of undesired citizens. Again, however, Yılmaz’s frame is not black and white. Creating the Desired Citizen, as mentioned, establishes the category of “tolerated” citizens, alongside desired and undesired ones.

Providing a synopsis of the chapters in this book is difficult as each one is complex and polysemic enough to warrant a book of its own. It seems more productive, then, to conceive of this book in its entirety as a corpus of Turkey’s modern history. Beginning with the ontological insecurities shaping the political culture and guiding the strategic mind of the founding elite in the first chapter, the second traces the roots of these anxieties through history, providing a “thick description” of the historical context in which these anxieties and insecurities were born. The following three chapters examine the core components of Kemalism and its conception of the desired/ideal Turkish citizen, followed by an interrogation of the changing identity of desired and undesired citizens as Kemalism itself changed. The second half of the book then follows this approach in dealing with Erdoğanism—its rise, hegemonic move to power, and attempt to define its own desired, tolerated, and undesired citizens.

In a nutshell, this book presents a detailed analysis of Turkey’s political and sociological evolution, from the country’s anxious birth as a “fearful nation,” preoccupied and weighed down by historical traumas, to the present. Yılmaz’s study provides a detailed account of the polity’s “never-ending” nation-building process and offers keen insights into why this process is intransient. His book highlights the political nature of defining citizens as either “desired,” “tolerated,” or “undesired” and the way this definitional process functions as a tool in hegemonic rivalries between “political tribes” in polities such as Turkey.


Creating the Desired Citizen: Ideology, State, and Islam in Turkey by Ihsan Yılmaz, Cambridge University Press, 2021, 250 pp., $80.19 (hardcover), ISBN: ‎978-1108832557