Unlike in Hungary and Türkiye, where opposition blocs failed to defeat long-term populists in power, the loosely aligned opposition “coalition of coalitions” in Poland rose to the task. Elites in Brussels and national capitals can rightly breathe a sigh of relief at Poland’s return to the camp of “regular politics.” PiS’s defeat represents a clear win for Polish democracy, for pluralism writ large, and for Europe. Nonetheless, we should not overread the outcome — Poland’s populists are certainly down but far from out.
By Simon P. Watmough*
After eight years in power, Poland’s national-populist Law and Justice party (Prawo i Sprawiedliwość, PiS) has left office. On Wednesday, 13 December 2023, following more than eight weeks of delay tactics, Poland’s president, Andrej Duda — first elected in 2015 with PiS’s backing — finally appointed Donald Tusk as head of an incoming coalition government made up of his center-right Civic Coalition (Koalicja Obywatelska, KO), the centrist Third Way (Trzecia Droga), and the New Left (Lewica). Tusk now returns to the post of prime minister, which he first held between 2007 and 2014.
Throwing more than a little shade on the outgoing government during remarks as his government was sworn in, Tusk vowed: “Allegiance to the provisions of the constitution will be the trademark of this new team, this new government.”
The three coalition partners took 53.7% of the vote and a comfortable majority (248 seats in the 460-seat Sejm) in elections held on 15 October. On 10 November, the parties inked a coalition deal signaling their readiness to assume government immediately. But despite calls for a speedy transition in the national interest, President Duda chose to drag the government formation process out to its constitutional limit. While it had no chance of success — PiS took the largest vote share (35.4%) and won the most seats overall, but it failed to win a majority and was never in a position to form a government — the president gave PiS’s caretaker prime minister Mateusz Morawiecki the first shot at forming a government. Duda’s foot-dragging portends the kinds of challenges an incoming Tusk government will likely face as it seeks to reverse eight years of democratic backsliding.
The question now is what the PiS defeat means for the future of populism in Poland — and, indeed, Europe more broadly. This commentary argues that PiS’s defeat represents a clear win for Polish democracy, for pluralism writ large, and for Europe. Nonetheless, we should not overread the outcome — Poland’s populists are certainly down but far from out. Getting down to causes and conditions — that is, dealing with the underlying structural factors that have given rise to populism in the first place — will be essential if Poland is to remain in the pluralist camp.
The Most Divisive Government in Polish History
Commentators have described the 2023 parliamentary campaign as the most divisive and hardest-fought electoral campaign in Polish history. PiS was seeking an unprecedented third term in office, promising to complete its national-populist agenda of defending traditional Polish values against perceived threats and “cleansing” the state and society of leftists and “foreign influences,” including so-called “LGBT ideology.”
A third PiS term would almost certainly have seen Poland follow Hungary’s slide into outright “competitive authoritarianism,” an outcome that might have put the entire European project in jeopardy. On returning to power in 2015, PiS head Jarosław Kaczyński held up Fidesz — in power since 2010 — as the model the party would adopt in government.
Indeed, from confronting Brussels to subverting media freedom and stifling minority rights in the name of “traditional” national values, PiS has hued close to the Fidesz line. For example, like Fidesz, it engaged in political hiring and firing on a massive scale, placing thousands of party loyalists in every state institution — including the public broadcaster, which devolved into little more than a party mouthpiece during the campaign — but also the civil service and state-owned enterprises (SOEs). Infamously, the party also brought sweeping changes to how judges are appointed, giving the political majority greater control over the judiciary and sparking a “rule of law crisis” with the EU. The European Court of Justice initiated legal proceedings against Poland for these breaches of the rule of law.
During the campaign, PiS pulled every move in the populist playbook. PiS used its dominance of public media to target prominent Poles with any “foreign” connection, including Tusk himself (he has German ancestry). Casting him as a “German agent” deliberately invoked images of the Nazi occupation of Poland during the Second World War. This chimed with PiS’s general tendency to cast internal enemies as conspiring with the external Other to do the country in. PiS also directed government agencies and SOEs to promote the party’s electoral message, thus redirecting their advertising budgets toward campaigns that supported PiS’s agenda, effectively leveraging public resources for party gain.
The opposition parties met this onslaught with a campaign focused on the economy, the rule of law and Poland’s future in Europe. KO and Third Way, in particular, campaigned tirelessly in rural areas and Poland’s less prosperous urban areas. This went a long way to mitigating the perception in the mind of some voters that Tusk and his party are “aloof” liberal elites with little concern for “real Poles.”
A Win for Pluralism …
The biggest winner in PiS’s defeat is Polish democracy. Voter turnout broke all records, with 74.4% of Poles casting a ballot (compared to 69% in 2019). The rise in youth turnout was more impressive still, rising from 46% last time to 69%. The Polish diaspora, which generally disfavors PiS, also turned out en masse, with over half a million Poles living abroad registering to vote (nearly double that in 2019). The immense turnout necessitated a 70% increase in overseas electoral commissions to manage the volume.
Secondly, it is now clear that PiS’s claim to represent “the people” is a dead letter. This much was already apparent in early 2021 when hundreds of thousands of ordinary Poles poured onto the streets to demonstrate against a near-total ban on abortion that went into effect after a ruling from the Constitutional Tribunal, which PiS has stacked with friendly judges. Such mass mobilization of “the people” against PiS was clearly in evidence during the campaign, with Tusk headlining a public demonstration of half a million people in Warsaw in July and another that was reportedly attended by a million Poles two weeks before the 15 October polls.
Crucially, we’ve learned that governance matters and that voters will punish populist governments that fail to deliver, engage in corruption, and push the policy and ideological envelopes too far. Beyond rampant corruption and cronyism, PiS has appeared incapable of handling basic policy. The government’s disastrous fumbling of the summer “grain imports” crisis (Romania’s government has deftly handled the same issue) and Prime Minister Morawiecki’s ham-fisted announcement that Poland would stop arms shipments to Ukraine (in fact, they continue) managed to simultaneously alienate farmers (and annoy Kyiv) and paint a picture of a government out of its depth.
As Polish political scientist Sławomir Sierakowski noted in September: “For Kaczyński and the PiS government, transferring cash is easy; but anything more complicated than that is beyond their capacity. That is why queues for doctors are twice as long as in the past, and why court cases take twice as long.”
… and for Europe
PiS’s defeat is also great news for the EU. Brussels (and, for good measure, Berlin) has long served as a useful foil for a national-populist outfit bent on emphasizing “cultural threats” to Polish sovereignty from hostile neighbors. Tusk is a Brussels brahmin, having served as president of the European Council between 2014 and 2019 and then head of the center-right European People’s Party (EPP) grouping in the European Parliament (EP) until his return to Polish politics in 2021. Ahead of plans to attend EU summits this week on 13–14 December, Tusk declared Poland would “regain its position as a leader in the European Union.”
Crucially, Poland will no longer play a spoiler role in the institutions. Tusk’s coalition is committed to abiding by EU law, not least to unlock the €35.4 billion in frozen EU recovery funds as quickly as possible. Poland’s “return to Europe” will strengthen the EPP and reduce the sway of the sovereigntist European Conservatives and Reformists (ECR), home to many of Europe’s national-populist parties in the EP. With European elections scheduled for mid-2024, the result in Poland will be a welcome shot in the arm for centrists who have been fighting something of a rearguard action against populists across the continent.
Polish Populism: Down, but Not Out
Still, we should not overread the results. A KO-led government will face several challenges that PiS will be primed to exploit in opposition. While the coalition agreement pledges to reverse the near-total ban on abortion that sparked the aforementioned mass protests in 2021, the parties remain divided on the issue. In any event, any legislation loosening abortion access will likely face a veto from President Duda, which the coalition lacks the numbers to override despite its parliamentary majority. Other lightning rod issues will be recognizing same-sex unions (short of marriage), social policy (Lewica will push for major reforms) and support for farmers (the Polish People’s Party, an agrarian outfit, is part of the Third Way coalition).
Moreover, reversing eight years of democratic backsliding will prove a tougher challenge than some have predicted. Expectations are sky high, and with a daunting to-do list, the new government may struggle to meet the moment. The young voters who came out to vote for the coalition parties in droves will be impatient for change, and Tusk will be under pressure to quickly remove PiS loyalists from the media and judiciary. Yet in doing so, Tusk must be careful not to stoop to the same “decisionist” tactics of PiS, which saw the party bypass the law to make political appointments.
The Constitutional Tribunal is already showing signs of obstruction. In rulings this week, it has declared that proposed judicial reforms needed to unlock EU funds would be unconstitutional.
More importantly, PiS is now back on what is, in some ways, more familiar territory. Opposition is, in some respects, the “natural habitat” of populists since lobbing grenades at “ruling elites” is much more straightforward from outside the corridors of power. Those in any doubt about this should recall the relentless “post-truth” campaign Jarosław Kaczyński ran against Tusk after the Smolensk plane disaster in 2010, in which the forces of PiS’s networks in civil society and the Catholic media spread misinformation and conspiracy theories. And, while Mr. Tusk has worked hard to shed his image as an out-of-touch liberal with a haughty contempt for PiS’s conservative base, the resentment lingers in some quarters, something PiS is certain to exploit
Conclusion
Unlike in Hungary and Türkiye, where opposition blocs failed to defeat long-term populists in power, the loosely aligned opposition “coalition of coalitions” in Poland rose to the task. Elites in Brussels and national capitals can rightly breathe a sigh of relief at Poland’s return to the camp of “regular politics.”
But equally, policymakers must not learn the wrong lessons. Yes — governance matters, and voters will punish populists in power that cannot deliver. But the European social model remains broken, leaving plenty of scope for populists of the left and the right to exploit very real grievances and the perceived out-of-touchness of policy elites for electoral gain, something Geert Wilders’ shock victory in the Dutch elections last month makes all too clear.
Policymakers in Poland and elsewhere are on notice: both the style and the substance of policy must meet voters where they are at. The impending green transition and the need to address workforce gaps and demographic issues are vital and unavoidable policy moves. But if these policies are communicated ineffectively, and the cost of implementation falls most heavily on those least able to afford it, the forces of populism will have their opening.
(*) Simon P. Watmough is a postdoctoral researcher at the University of Leipzig in Germany and a non-resident research fellow in the research program on authoritarianism at ECPS. Dr. Watmough’s research interests sit at the intersection of global and comparative politics and include varieties of post-authoritarian states, the political sociology of the state, the role of the military in regime change, and the foreign policy of post-authoritarian states in the Middle East and Southeast Asia. He is currently writing a book on the global history of populism.
Ozturk, Ibrahim. (2023). “Confronting Populist Authoritarians: The Dynamics of Lula’s Success in Brazil and Erdogan’s Survival in Turkey.” Populism & Politics (P&P). European Center for Populism Studies (ECPS). December 6, 2023. https://doi.org/10.55271/pp0027
Abstract
This article delves into the political trajectories of anti-establishment leaders Inácio Lula da Silva (Lula) in Brazil and Recep Tayyip Erdogan in Turkey, both of whom ascended to power in the early 2000s amid politically fragmented environments. The analysis explores the dynamics of their rise, governance styles, and the factors influencing the retention or loss of power. Lula’s success in the 2022 elections against right-wing populist Jair Bolsonaro is attributed to his adept coalition-building and pragmatic policies. In contrast, Erdogan, facing economic crises and deep political unrest, managed to secure his position in the May 2023 elections, showcasing the complexities of populism. The article examines the leadership qualities, coalition-building strategies, and responses to challenges encountered by Lula and Erdogan. Despite initial similarities, Erdogan’s transformative approach to institutions and the establishment of a self-sustaining clientelist regime contributed to his longevity, in contrast to Bolsonaro’s defeat. The role of clientelism, rent-seeking, and corruption in both countries’ politics is discussed, emphasizing their impact on public perception. Lula’s effective positioning as an alternative to Bolsonaro is contrasted with Turkey’s lack of a convincing opposition. Despite bringing Turkey to the brink, Erdogan’s retention of power is attributed to maintaining a “man of the people” persona amid societal concerns for security and stability. In conclusion, the article underscores the nuanced dynamics of populist leadership, emphasizing the significance of historical context, governance strategies, and external factors in shaping the trajectories of leaders such as Lula and Erdogan.
In Brazil and Turkey, nations marked by histories shaped by military coups and dictatorships, establishment forces found themselves unable to thwart the ascent of anti-systemic actors to power. In the early 2000s, the leftist Inácio Lula da Silva (Lula) and the rightist Recep Tayyip Erdogan (Erdogan) rose to prominence in a highly fragmented political environment, garnering support from individuals who had long been marginalized.
Contrary to apprehensions, the transition of power from so-called establishment elites to the “real people” occurred primarily within the existing rules, devoid of bloodshed or violence. Two pivotal factors played a decisive role in shaping this outcome. Firstly, the global landscape witnessed the winds of democracy and market economy reforms, coinciding with the collapse of the Soviet Union in the 1990s, the decisions of China and India to embrace globalization, and the zenith of the appeal of the European Union and the United States. Secondly, public anger and discontent intensified due to the escalating number and depth of economic and political crises in developing countries, such as Brazil and Turkey, which struggled to keep pace with globalization and increasingly found themselves on the periphery.
Furthermore, Turkey’s fragmented political environment, in addition to addressing country-specific challenges like corruption, terrorism, and natural disasters, contributed to the impetus for change. Despite Erdogan’s party receiving limited support with only 34.28 percent of the vote in the 2002 elections, the Justice and Development Party (AKP) disproportionately secured 363 deputies in the 500-seat parliament due to an unfair electoral system, while many other parties were excluded. In Brazil, the Lula-led alliance triumphed in the presidential race with 61.27 percent support, compared to 38.73 percent for its opponents. Recognizing the significance of coalition-building in such a delicate political climate, Lula moderated his left-wing working-class discourse in Brazil, and Erdogan adjusted his religious and anti-secular rhetoric in Turkey. Both leaders shifted towards the political center, aligning themselves with democratic and market-oriented principles. This suggests that citizens in both countries anticipated a measured and predictable change in central policies rather than a complete overhaul of the system.
Lula and Erdogan assumed power amid the implementation of painful austerity programs in response to economic crises, yielding impressive initial results in both countries. Consequently, they fostered a “responsible” image regarding market economy principles and demonstrated a “sensible” approach toward those experiencing poverty. In Brazil, where macroeconomic stability improved and capital inflows surged, significant commodity exports fueled growth, generating foreign currency. Meanwhile, Turkey garnered attention for its EU membership-oriented reforms, heightened institutional quality, predictability, and productivity. Positive developments in Turkey were primarily driven by structural reforms, leading to productivity and efficiency-driven growth, while in Brazil, the advantage of being a “commodity exporter” was leveraged through the rapid increase in global commodity prices.
Protesters protest for the freedom of Luiz Inácio Lula da Silva on Avenida Paulista in São Paulo, Brazil on April 7, 2019. Photo: Cris Faga.
After Lula was barred from politics for a third term amid corruption allegations, unaddressed judicially, issues such as corrupt scandals, weakened economic growth, deteriorated income distribution, and political chaos paved the way for the rise of right-wing populist Jair Bolsonaro, with a military background, to power at the end of 2018. In contrast, Erdogan did not lose power. After securing control for the third consecutive time in the 2011 elections, Erdogan’s response to the economic crisis and systemic corruption scandals took on an authoritarian tone. He implemented “counter-coup” processes to legitimize his ultimate aim of marginalizing democracy in the country. This led to subsequent practices of a state of emergency, the enforcement of radical public security measures, and a rhetorical emphasis on national independence and sovereignty, defining the characteristics of his governance. That is, he maintained power by leveraging security concerns and intimidating voters.
Bolsonaro and Erdogan, facing the pandemic crisis, were expected to leave power due to the severe economic crisis triggered by their incompetent and arbitrary one-person regime practices. While this expectation came true when Lula returned to power for the third time in the March 2022 elections, Erdogan, who had been in power for 20 years, retained his position in the May 2023 elections. This article explores why Erdogan held onto his seat against a coalition led by a center-left-wing leader in 2023, while in 2022, a left-wing coalition led by Lula emerged victorious against the right-wing authoritarian populist Bolsonaro.
The paper unfolds as follows: after establishing a framework outlining the globalization-populism transmission mechanism in the next section, the third section focuses on a brief comparative perspective of the economies of Brazil and Turkey. The fourth section utilizes social welfare policies to elucidate Lula’s rise and Erdogan’s endurance in the aftermath. The fifth section delves into the nature of the “coalitions” subject to contestation between the populist incumbent regime and the mainstream opposition. The final section summarizes the main findings and derives some policy implications.
Populist Waves in the Post-Cold War Global Conjuncture
Over time, the Western-centered liberal multilateral order (LMLO), established in the post-Second World War (WW-II) era, and the unparalleled globalization it ushered have given rise to some pathological contradictions due to the economic, political, and social fault lines they activated. The traditional values and norms of the LMLO prioritized rapid growth, full employment, the pursuit of equality, and democracy, imposing a certain level of control and discipline on excessive capitalist tendencies. In other words, while economies became more integrated through trade, governments could maintain firm control of corporate activities and regulate labor markets, trade unions wielded strength, and, above all, finance was restrained (Kuttner, 2018).
Three global imbalances in different regions and countries triggered uncharted globalization, but self-serving market mechanisms failed to “correct” or neutralize them. First, with the opening up of China and India and the collapse of the Soviet Empire, billions of cheap surplus labors changed the nexus of the world economy, not through direct labor movements but through free trade. Second, radical technological shifts fundamentally transformed the existing global economic paradigm in trade, production, and finance, highlighting excessive connectivity and dependency. Third, the emergence of a substantial structural saving glut in northern Europe, centered on Germany, and in East Asia, centered on China and Japan, triggered enormous global financial flows (Cheung et al., 2020). Despite the surge in production, trade volume, and financial flows that created employment, generated income, and helped lift many people from absolute poverty, it also set parallel and more destructive trajectories in motion.
Taken together, these factors operated in diverse geographies in a complex manner, yielding asymmetric outcomes such as the ascent of a powerful and wealthy business elite, the decline of trade unionism, escalating worker insecurity, financial instability, and surging income and wealth inequality. This process triggered significant migrations and dislocations, perceived as threats to established endogenous lifestyles, national identity, and security in developed countries. Consequently, these outcomes inevitably and dangerously contributed to the rise of populist, xenophobic, and authoritarian attitudes among a growing proportion of the population (Cingano, 2014).
Simultaneously, the “voice of the great masses” emerged against elites who economically oppressed the people, humiliated them as a way of life, and excluded them politically. Given that globalization diminished national sovereignty and independence in both developed and developing countries from various perspectives, opposition to existing multilateral governance institutions (i.e., the United Nations, NATO, IMF, WTO, and World Bank) and multinational companies externally, along with criticism of the status quo internally, has become a prevalent trend. The possibility of pursuing multiple balanced politics, created by the emerging multipolar world, also provided a fertile ground for alternative combinations of populist rhetoric. As the global economic crisis (GER 2008-2009) and the COVID-19 pandemic (2019-2021) have shown, excessive connectivity undermines the resilience of national economies. Therefore, sustained economic growth and the protection of social peace in semi-peripheral countries like Turkey and Brazil rely on their capacity to manage their adaptation to the instabilities of the global economic system. The similar crises opened the avenue for further populism.
Experts highlight the crisis of trust in democracy over the last three decades, a period dominated by neoliberal globalization as the primary alternative. This crisis is primarily attributed to corruption and the failure of governments to provide essential public goods, particularly in health and education, ultimately impeding the transition of developing countries into higher-income status.
Therefore, populist leaders, who initially adhered to global market norms and upheld the rule of law amid the remarkable global economic growth from 2002, shifted their stance with the onset of the global economic recession (GER 2008-2009) associated with the neoliberal paradigm and its political and economic challenges. Taking advantage of the increasingly multipolar world order, they began gravitating towards their “hardcore” ideologies, legitimizing them with populist rhetoric. This era marked the golden age of global populism until the COVID-19 pandemic (Posner, 2017).
Recent studies (DEMO Finland, 2023; International IDEA, 2022; V-Dem Institute, 2023) measuring the global state of democracy underline that the number of countries moving towards authoritarianism is more than double that of those moving towards democracy, placing 37 percent of the world’s population under authoritarian rule (The Economist Intelligence Unit, 2023). A recent report from Freedom House (2022) finds that only 43 percent of countries can be classified as free and considered democracies.
On the other hand, as discussed by Öztürk (2022a), the consequences of the COVID-19 pandemic and the deepening economic crisis did not yield definitive results regarding populist trends. Viktor Orbán in Hungary defeated the opposition coalition and remained in power, while Donald Trump, who lost the elections but increased his votes in the USA, contested the results, refusing to concede peacefully and leaving behind “Trumpism.” In Brazil, Bolsonaro lost the election by a narrow margin and, like Trump, attempted to deny the results. In Turkey’s most recent case, the ruling populist Erdogan remained in power in largely unfair elections. While the defeat of populist leader Kaczyński in the elections in Poland (October 15, 2023) created some early signals for optimism, the victories of libertarian outsider populist Milei in Argentina and far-right Wilders in the Netherlands suggest that the populist backlash has resurged amid the economic crisis following the COVID-19 pandemic.
One of the paradoxes or fragilities of incumbent regimes is that, despite their shortcomings, they enable populist leaders to come to power through relatively free and fair elections. However, once in power, the populist leaders often deny the rules of the game, refraining from adhering to or improving upon the same rules, norms, and values, thereby turning elections into mere spectacles. Unsurprisingly, the “defeating of authoritarian populist leaders” has become a hot topic worldwide. Two such cases are Lula’s victory over the incumbent populist leader Bolsonaro and his subsequent rise to power. The other is Erdogan’s survival in office in the May 2023 elections despite multiple political and economic crises, pandemics, and a devastating earthquake.
Brazil and Turkey in Perspective
Introducing Main Political Figures
Although the international interconnectedness and geographic proximity (the so-called geostrategy), democratic experiences, population dynamics, economic structures, and cultural codes of these two countries are significantly different, the strategies and policies of said political leaders in mobilizing these different parameters can still provide a reasonable basis for a comparative study with an opportunity to draw far-fetched lessons in the fight against democratic backsliding. Lula and Erdogan ascended to power during a profound governance crisis in 2002. After decades of military dictatorship, Brazil emerged as a prominent and the youngest democracy in Latin America and the world since 1985, undergoing a relatively peaceful power transition. Subject to the separation of powers among the judiciary, legislative, and executive branches, Brazil also possesses a civil oversight mechanism comprising an independent media and an autonomous central bank. Its current constitution provides robust protections for civil liberties.
On the other hand, while Turkey’s democratization efforts date back to the second half of the 19th century, genuine multi-party free elections only took place after World War II. Despite numerous interruptions, the multi-party parliamentary system, based on checks and balances, persisted until the implementation of the Presidential Government System (PGS) in 2018. Theoretically, Turkey’s PGS can be characterized as a representative democracy and a constitutional republic within a pluriform multi-party system, where the president (serving as the head of state and head of government), parliament, and judiciary share powers reserved for the national government. In practice, since the consolidation of power in 2018, the political regime in Turkey has lost its democratic and rule-of-law-bound characteristics. The parliament has effectively become a rubber-stamping body, providing legitimacy cover for Erdogan’s arbitrary and erratic one-person rule. Numerous elected representatives have been expelled from the parliament and imprisoned. Elected mayors, particularly in the Kurdish region of the country, were ousted, imprisoned, and replaced by appointed public servants as “substitutes.” The judiciary underwent a thorough purge by the Erdogan regime, with positions filled by professionally unqualified individuals demonstrating a cult-like adherence to the regime.
Given the overarching characteristics of political regimes and the pragmatic, opportunistic, and contingent attitudes of populist leaders reflecting their personalities, comparing populists and deriving reliable, generalizable conclusions proves challenging. Nevertheless, despite differences in rhetoric, their discourse ultimately aligns with mainstream ideology when in power. In this context, Lula is a left-wing populist, Bolsonaro is right-wing, and Erdogan represents a hybrid form, oscillating between left and right-wing rhetoric.
Of working-class origin, Lula embarked on his career as a metalworker, evolving into a trade unionist during the 1970s. Amidst the Brazilian military dictatorship, he led significant workers’ strikes from 1978 to 1980. He played a pivotal role in founding the Workers’ Party in 1980, contributing to Brazil’s political opening and the end of the military regime. Although Lula has maintained ideological consistency, his two terms in power from 2003 saw him adopting a more market-friendly approach to gain confidence while concurrently upholding a “pro-citizen” stance through extensive social welfare policies.
In contrast, as a right-wing populist, Bolsonaro utilized anti-elitist sentiments, challenging the establishment and positioning himself as a spokesperson for the “common people” while championing family values. Bolsonaro, who entered politics in the late 1980s as a retired representative of a “democratically defeated military class,” is the complete opposite of Lula, who fought against the military class. His national populism relied on themes of neo-nationalism, social conservatism, and economic and fiscal conservatism. It should be an incredible coincidence that after successfully confronting Bolsonaro’s military forces in the late 1980s as a left-wing trade unionist, actively contributing to the revival of democracy in Brazil, Lula found himself in a new role as Bolsonaro’s rival in civilian politics in the 2020s. While Bolsonaro aimed to undermine Brazil’s democratic gains through civilian means, Lula declared his intention to advance democracy even further. As a seasoned trade unionist and politician, Lula again emerged victorious in the battle against Bolsonaro, this time in civil politics.
On the other hand, Erdogan, with a “hybrid” political personality, defies easy comparison with center-left-wing figures like Lula, right-wing figures like Bolsonaro, and others. This uniqueness led Cagatay (2017) to label him the “inventor of 21st-century populism” in the post-Cold War multipolar world. Beyond his personality and ideological affiliation, the geopolitics of Turkey has significantly shaped Erdogan’s approach, compelling him to adopt a pragmatic stance to balance competing interests at the intersection of the East and West, and the global North and the South. Additionally, the varied impacts of Brazil’s abundant natural and energy resources, along with Turkey’s dependence on them, have contributed to the formulation of distinct policies and strategies by these leaders.
Despite the mentioned differences between Lula, Erdogan, and Bolsonaro, and regardless of their tenures in power, they all fell short of exhibiting transformative leadership. Instead, they pragmatically engaged in transactional give-and-take relationships, mainly when circumstances were favorable. Ultimately, they could not steer the economy onto a sustainable growth path. As de Colvalho (2017) puts it, the combination of low-quality intellectual rather than political leadership, poor strategic thinking, and weaknesses in the face of financial markets made the adoption of ‘a liberal capitalism with a human look’ a done deal. In both countries, it was not a step in any direction but the result itself.
Campaign posters of opposition Republican People’s Party, CHP leader Kemal Kilicdaroglu and Turkish President Recep Tayyip Erdogan in Istanbul, Turkey, on May 3, 2023. Photo: Tolga Ildun.
The final political actor to be considered in this analysis is Kemal Kilicdaroglu (referred to as Kilicdaroglu), the leader of the main opposition Republican People’s Party (CHP) and the opposition coalition’s presidential candidate in the May 2023 parliamentary elections. A retired bureaucrat with left-wing leanings, Kilicdaroglu observed a significant shift in political rhetoric toward right-wing ideologies during Erdogan’s rule. Recognizing the need to resonate with the conservative silent majority, he endeavored to align his discourse and the CHP’s rhetoric more closely with them. At the same time, Kilicdaroglu anticipated that the traditional elites would remain loyal voters to the CHP. However, neither he nor his party managed to establish a consistent, convincing, and trustworthy line within this evolving discourse. That is mainly because CHP is known to be the status quo party whose supporters include the elites, military and civilian bureaucrats, and a privileged, wealthy class. Aware of the ongoing negative political legacy or image of the CHP’s top-down societal engineering, repression, negation, and insult of the lifestyle of the so-called silent majority, Kilicdaroglu built his entire election campaign in 2023 on a kind of defense, apology, self-criticism, and the need for a new “social contract.” However, with his weaker and indeterminate leadership quality, these “last-minute efforts” were seen as a tactical maneuver and remained unconvincing. Although his established electorate continued to support him, in the end, he was not entirely successful in recruiting a significant number of “borrowed votes” from the alternative circles.
By leveraging his shared ethnicity as an advantage, he also managed to prevent the Kurds from fielding a separate presidential candidate and thereby secure their support. Although the nationalist tone of his discourse unsettled the Kurds and the conservative aspect troubled the secular Kemalists, the prevailing distrust towards Erdogan garnered him significant support. However, despite leading in the early phase of the first round of the May 2023 elections, he ultimately failed to secure victory after Erdogan’s alleged voting fraud which was left unchallenged and uninvestigated because every single apparatus of the state and the media is controlled by him and his cronies. Unfortunately, his passive response to political interference, silence, non-compliance with voter laws, cowardice, indecision, and the highly volatile nationalist stance he adopted in the second round resulted in a decline in his supporters’ numbers. As a consequence, Erdogan emerged victorious in the elections once again. However, rather than relying heavily on populist rhetoric, he should have shown that his party was more competent for power with his coalition partners than Erdogan. By triggering a populist race regarding distributive policies, he opened Eden’s doors by legitimizing Erdogan’s destructive policies. At a more fundamental level, as compared to Lula’s stance against Bolsonaro, Kilicdaroglu has no past combative stance or leadership capacity for such a Herculean race.
It can be stated that Kilicdaroglu failed to garner the support of (i) the white pro-status quo Kemalist Turks due to his ethnic Kurdish origins, (ii) a large Sunni Muslim population due to his minority religious affiliation (Alevism), (iii) Kurds and Leftists because of his Kemalist-nationalist ideology, and, last but not least, (iv) liberals and the big capitalists because of his distance from the market economy, inconsistent statements against the capital owners. Furthermore, given his late age, relatively weak leadership, the fact that he had lost every election he had contested, and opaque “negotiations” with various lobbying forces, it was unlikely that a coalition led by Kilicdaroglu would defeat Erdogan. In conclusion, while Lula competed in a more anti-establishment and anti-elite position than Bolsonaro in Brazil, Kilicdaroglu failed to settle in the same position against Erdogan’s competitive authoritarian regime.
Economic Challenges
When Lula and Erdogan took over the power in the early 2000s, they faced three main challenges with crucial implications for their success: i) Overly politized and excessively divided political culture hinders stability, social capital, and coalition building. ii) A decade of stagnated economy with chronic high inflation. iii) High level of uncertainty caused by a lack of trust in Lula’s hardcore left and Erdogan’s conservative Islamist ideology.
To address these serious concerns, starting from the election campaign at the latest, they emphasized trust building and maintaining social coalitions by promoting a pragmatic, flexible approach to economic management in their first years in power. They also promised to continue ongoing reforms, respect for the rule of law, and adherence to market economy principles. The external world was also quite supportive to their advantage, as the 2000s witnessed one of the golden ages of global capitalism in terms of production, trade, and financial flows. The ongoing austerity programs in the economies of both countries began to show positive results, and the reforms enabled them to take advantage of the new opportunities emerging in the expanding global economy. Turkey’s comprehensive reform program for the EU membership provided additional anchors.
To succinctly summarize the stylized facts of macroeconomic progress during the initial two terms of Lula and Erdogan, average growth generally aligned with Brazil’s and Turkey’s long-term averages of 4 and 5 percent, respectively. From a comparative standpoint, Brazil exhibited significant volatility compared to similar emerging market economies, while Turkey’s growth saw a consistent decline post-2014. In Erdogan’s initial years, the surge in productivity resulting from EU and IMF reforms took center stage in driving growth, whereas Brazil relied on commodity exports as the primary engine of economic expansion. Both countries achieved the upper-middle-income (UMI) country status regarding their per-capita GDP, which hit 13,000 dollars in Brazil in 2012 and 12,500 in Turkey in 2013. Both countries’ monetary and fiscal discipline, implemented in response to the persistent threat of inflation during the 1990s, played a pivotal role in achieving reasonably high growth and a successful disinflation process. Inflation remained in single digits for both nations. Alongside the disinflation process and the expansion of employment opportunities, capital inflows, surpassing historical benchmarks for the two nations, facilitated the financing of a substantial fight against poverty, leading to a notable improvement in income distribution.
However, the global financial crisis laid bare the vulnerable and fragile nature of both countries’ growth trajectories. The growth episodes in both nations, highly susceptible to external conditions, were significantly interrupted by the global crisis in late 2008, contributing to a deterioration in the political climate. Although the growth performance surpassed the OECD (2 percent) and world average (3 percent), it remained well below the growth achieved by the reference group of upper-middle-income countries (UMI) at 7.3 percent. This disparity can be attributed to both countries experiencing unstable and long-term declines in growth, indicating structural issues, an overemphasis on fiscal austerity, and a lack of well-designed and implemented industrial policies.
Over the subsequent decade, the situation further deviated. Average growth between 2011 and 2018 was 0.7 percent in Brazil during the unstable post-Lula years and 6.2 percent in Turkey until the full institutionalization of the one-person regime. In contrast to their 2012 achievements, Brazil and Turkey fell behind the world GDP per capita and the UMI group. Several negative factors, including the post-2014 recession bringing renewed unemployment and poverty, political instability, and associated uncertainty, paved the way for Bolsonaro’s rise to power in 2018. Turkey faced persistent reform backlogs, loss of EU membership perspective, and Erdogan’s increasing authoritarian tendencies after the 2011 election, resulting in significant regression. Widespread and systemic corruption scandals from December 17-25, 2013, Erdogan’s self-orchestrated coup attempts on July 15, 2016, and the system reform in 2018 triggered a period of deconstruction (Öztürk, 2022b; Guriev & Papaioannou, 2020).
During the Bolsonaro era (2019-2022) and Erdogan’s single-man regime, average growth remained at 0.7 percent and dropped to 4.7 percent in Turkey. Professional and autonomous institutions in both countries were undermined and occupied by Erdogan’s incompetent but ambitious loyalists, becoming highly politicized and discredited. Consequently, these figures are deemed unreliable, exaggerated, and manipulated. Unlike Brazil, the excessive use of unsustainable expansionary monetary and fiscal policies made inflated growth costly and short-lived. Growth was significantly lower during Bolsonaro’s era and insufficient in Turkey after the presidential change in 2018.
In the 2019-2022 period, the most concerning socioeconomic indicators in Brazil include a surge in poverty due to low growth and a deteriorating fiscal balance resulting from the escalating public debt burden. Conversely, in Turkey, alongside these issues, the alarming increase in external deficits and inflation reaching triple digits are significant factors contributing to the economic challenges. It is crucial to note that these factors have led to an extreme depreciation of the Turkish lira.
From a comparative perspective, the rise of right-wing populist Bolsonaro to power in Brazil and the complete transformation of the Turkish parliamentary system towards one-person presidential rule in 2018 played a crucial role in the subsequent years of both countries. The argument that unsustainable growth dynamics and populist policies would lead to a deterioration in the macroeconomic environment and those populist leaders, contrary to their promises, would cause more significant damage to society was proven. Like Bolsonaro in Brazil, Erdogan worked to curb the country’s institutional capacity by attacking the judiciary’s power and electoral institutions. Their aggressive manner and attacks on women and journalists served as apparent methods of implementing a “divide and rule” strategy (Phillips, 2022). Their far-right rhetoric also exhibited hatred for minorities.
The pandemic also highlighted how populists deny science, scientists, and expertise. They both dismissed and denied COVID-19 and promoted unproven remedies (Burni & Tamaki, 2021). Even went beyond that, Erdogan mobilized people for political campaigns during the pandemic and expressed skepticism about vaccines. Both countries have recorded some of the worst COVID-19 responses, with death tolls presumed to be significantly undercounted (Béland et al., 2021; Phillips, 2022).
Neglecting the green economy deal and environmental sustainability has been another significant aspect of their populist approach. Deforestation in the Amazon region returned in Brazil, turning the country into a pariah in the global fight against climate change. In Turkey, the construction sector took center stage in Erdogan’s economic policy, leading to shrinking agricultural areas (Adiguzel, 2023; Le Monde, 10.08.2023).
Bolsonaro’s actions after the elections raised concerns about how authoritarian populist leaders (do not) leave power. Far-right supporters stormed the presidential palace, Supreme Court, and Congress in Brasilia on January 8, 2023, echoing the attack on the US Capitol in 2021. Erdogan’s use of state resources for the campaign and his slander against opposition candidates during the 2023 elections further highlighted populist tendencies. Both leaders have shown a pattern of opposing what they promised in opposition, resorting to unsustainable policies, and not leaving power quickly when unsuccessful.
With Bolsonaro’s election at the end of 2018 and Erdogan’s significant regime change in Turkey in the same year, the political environment in both countries took on an increasingly repressive character. Indicators of democracy, separation of powers, human rights, and quality of governance began to decline. The Freedom House Report (2023) classified Turkey as a “not free” country, contrasting Brazil’s status as a “free country.” According to the World Justice Project’s (WJP) Rule of Law Index (RLI) (Table.1), Turkey ranked 117th out of 140 countries in 2023, with an overall score of 0.42 (the higher the score, the better the rule of law). Turkey, which had a “rules-governed, albeit weak, country” status with a score of 0.52 in 2012 and 2013 when the WJP began, has steadily declined and has been mainly out of the “rule of law” realm since 2015. However, Turkey’s most worrying scores focus on limitations on government powers at 0.28, fundamental rights at 0.30, and criminal justice at 0.34.
These data clearly show that, besides the economy, fundamental rights have also been sacrificed under the arbitrary one-person regime introduced in Turkey in 2018. In Brazil, the RLI was 0.58 in 2012-2013, right after Lula. However, it fell steadily to 0.49 until 2022, when Bolsonaro lost the election.
So, if Bolsonaro had stayed in power as long as Erdogan and managed to reshape the system, the results in Brazil might have mirrored those in Turkey. This sheds light on why the authoritarian right-wing populist leader Erdogan, unlike Bolsonaro, successfully secured his 21-year seat and retained power in Turkey’s May 2023 elections.
Answering the question, “How and why was Bolsonaro defeated and had to accept the results so that Lula could return for a third term in 2022, while Erdogan retained power in Turkey’s 2023 elections?” leads to the first conclusion: Changing populist-authoritarian governments in power is a daunting task, especially if they persist and fundamentally change the regime, as Erdogan effectively did in 2018. As discussed by Yilmaz and Morieson (2022) from different perspectives, Erdogan’s ability to impose his point of view on society depends on taking control of the press, manipulating the justice system, and effectively using national culture. Society’s ability to adapt is influenced by time, and over the past two decades, Erdogan has found or artfully created such an opportunity in Turkey. While the elections in Brazil took place within a functioning democratic constitutional state, such an order was almost abolished in Turkey, turning elections into a mechanism for legitimizing an authoritarian leader.
The following section focuses on the extraordinary relationships that Lula and Erdogan have built through social welfare policies and the two leaders’ coalition-building ability with society to ensure that all of these factors produce results in the complex web of relationships with each other.
The Use of ‘Social Policy’
Family Stipend (Bolsa Família) During and After Lula
During their first two terms, economic growth in two countries with the above-discussed fragile aspects until the global economic crisis in 2008-2009 and the significant rise in national income allowed both Lula and Erdogan to implement social policies toward the most fragile targeted groups. To start with Brazil, the growing export surplus and rising tax revenues allowed the Lula government to fight widespread poverty by investing in social programs. During Lula’s era, social spending accounted for 16 percent of GDP through direct/indirect social assistance. Direct transfers included conditional cash transfer programs, non-contributory pensions, food transfers, unemployment benefits, exceptional circumstances pensions, etc. In-kind transfers are benefits of universal free public education and health systems. According to OECD (2023), with the addition of contributory pension payments, social spending topped 25 percent of GDP.
Among others, Bolsa Família (the Family Stipend), the core of Lula’s social policies, was implemented in 2003 as the world’s most extensive direct conditional cash-transfer program directly to the poor. It supported families with children with a per capita income of fewer than 70 dollars a month, granted a small sum of money per child (up to three children) as long as they were vaccinated, stayed in school, and did not engage in illegal child labor. The benefits are mainly paid to women via a chip card. As a result, as of 2010, 12.4 million households had enrolled in the program, and, in sum, 20 to 30 million Brazilians were rescued from poverty. According to Neri (2010), one-sixth of Brazil’s strides in poverty reduction can be attributed to this program, which only cost 0.5 percent of the Brazilian GDP.
Through Bolsa Família, nearly 13 million new jobs were created, and the increase in the minimum wage from $100 to $205 during Lula’s presidency was crucial in addressing Brazil’s traditionally skewed income distribution. Recent studies indicate that targeted cash transfer programs associated with Bolsa Família and minimum wage hikes accounted for more than half (55 percent) of the decline in earnings inequality among formal sector employees and thus contributed to Lula’s re-election for a second term in 2007 (Ferrari & Bittes, 2023).
According to World Bank (2022) indicators, the Gini coefficient, an inequality measure, stood above 0.60 in 1995 and was at 0.58 when Lula assumed office in 2003. It then declined to 0.53 after his two terms in 2010, signifying a noteworthy improvement, although still ranking as the highest among major countries and democracies. This is attributed to the constraints on the state’s social spending caused by financial needs, emphasizing the necessity for increased employment generation and targeted cash transfers to address the significant inequalities. Despite their significant success, Neto & Vernengo (2007) argue that Lula’s social policies failed to break the longstanding pattern of income inequalities and escalating social injustice.
After Lula, things rapidly changed.Dilma Rousseff, who ruled Brazil after Lula but was impeached in 2016, was subject to the nexus of problems like massive corruption scandals, economic recession, and fiscal crisis and had to limit social spending, especially after 2014. When Brazil’s worst-ever recession began in 2014, and GDP per Brazilian dropped by 10 percent from 2014 to 2016, progress stopped and, in some areas, reversed. Michel Temer, who led the country until the end of 2018, opted for a complete austerity program in which social spending would be cut entirely. Instead of turning to capital and the rich, he assumed that poverty would be combated under market conditions only after economic growth returned (Ferrari & Bittes, 2023). However, growth and the market mechanism alone are unlikely to eradicate poverty or improve income distribution.
An unusual aspect of social welfare spending in Brazil is that, although total social transfers reached an enormous 25 percent of Brazil’s GDP, even higher than in most prosperous countries, they have been “hardly redistributive” in Brazil. Interestingly, while 2015 taxes and transfers reduced the average Gini coefficient in OECD countries from 0.47 to 0.31, Brazil cut inequality by only half as much on average. The Gini coefficient stood at 0.53 in 2017 (Higgins & Pereira, 2013). One reason for this is the biased tax structure against the poor (OECD-IDB, 2020). At the end of 2018, the number of people living on less than $1.25 a day reached 8.2 million, the highest since 2007.
Besides other factors, that process finally allowed the right-wing party leader Bolsonaro to come to power. However, unlike his rhetoric favoring the poor, he did the opposite with the policies favoring the rich; like his predecessor Temer, he thought that economic growth and employment increases would contribute more to the fight against poverty than that kind of direct cash support. In that line of thinking, he underestimated hunger and malnutrition; thus, tens of millions were impoverished. Morevoer, Bolsonaro, who wanted to get out of Lula’s shadow, instead of developing and popularizing theBolsa Família, wanted to go around and erase it from the public’s memory with other names, measures, mechanisms, and policies. Among others, restricting applications, extending the waiting period, expelling the current beneficiaries, and reducing the real effect of aid amounts by not updating according to inflation were the central approach (Higgins & Pereira 2013).
According to experts, while many areas must be intervened to save a resource close to 10 percent of the national income, the Bolsa Família aid category, whose share of national income is meager but whose marginal contribution is unmatched, caused the most significant deterioration in income distribution. As a result, Brazil reappeared on the World Food Program’s “Hunger Map” of the United Nations (UN) in 2021, with 28.9 percent of the population living in food insecurity. Thirty-three million Brazilians faced acute hunger, and 100 million lived in poverty, the highest number in years. It was a significant setback for a country removed from the map in 2014 (France 24, 2022). As the 10th largest economy in the world, the largest one in Latin America, and one of the world’s largest food producers and exporters, Brazil’s return to the UN’s hunger map is not easier to bring any convincing explanation other than an overall wrong management system.
As compared to his rivals, during his first two terms, Lula remained in the past as a model and mechanism in the fight against poverty and income inequalities. Adapting a patriarchal approach, he regarded social expenditures as his blessing rather than handling them from a modern constitutional perspective. Thanks to favorable global economic conjuncture, he increased social aid significantly compared to the past. The society focused on aid, and the model, mechanism, and philosophy behind it remained of secondary importance. Most importantly, with time after 2010, the Lula period stood out as a success story due to the cutting of social aid that started with Temer and continued with Bolsonaro in the aftermath of the global crisis and an environment of instability and economic stagnation.
Erdogan’s ‘Green Card’ and Transactional Approach
The banner ‘Potato, onion, goodbye Erdogan’ was carried in the 1 May rally, which coincided with the critical 14 May elections in Turkey on May 1, 2023. Photo: Shutterstock.
Since 2003, Erdogan has employed social transfer and protection spending as practical fiscal policy tools to address poverty (Sarısoy and Koç, 2010). His social policies blend market-friendly economic strategies with substantial redistribution effects, incorporating health education elements and active labor market policies like training programs and public works (Sagdic, 2021; Baylan, 2019).
Besides the central government benefits, after the ruling AKP changed the Metropolitan Municipalities Law to expand municipalities’ social assistance capacities in 2004, benefits were exponentially expanded to poor families, encompassing various types of in-kind and cash assistance programs. For instance, by 2014, regular central government benefits in kind and cash for low-income families had risen to $260 monthly, while the official minimum wage stood at $370. Initially, a free healthcare card program for the poor (the Green Card program) was implemented and covered 6.9 million individuals, 4.2 percent of the population in 2003 and 12.7 percent in 2009. Finally, a universal healthcare system was established, and Green Card holders were included in the new system in 2022 (Yörük, 2023).
The number of beneficiaries and the share of government budgets allocated to these programs have dramatically increased. As a result, public social spending increased from 3.4 percent of GDP in 1995 to 12.5 percent as of 2016. Adjusted for inflation, spending increased by 176 percent between 2006 and 2017 (Yentürk, 2018; Üçkardeşler, 2015). Social programs are funded by the state’s general budget, municipalities, the European Union, and other funds for encouraging social assistance and solidarity.
The AKP’s wage policy also targeted society’s most fragile or vulnerable segments, composed of its potential conservative voters (Karataşlı, 2015). Intentionally or not, the minimum wages have been used as an income distribution policy in the form of “low-wage equalization.” With all these caveats, the minimum wage, $100-150 band in 2001, rose sharply to $450 by 2008. After 2018, marking the consolidation of the “contingency management” came with a one-man rule, the sharp rise in exchange rates from 2,20 per US dollar in January 2014 to 27 in July 2023, a 12-fold increase over a decade resulted in a steady decline of minimum wage, falling to an all-time low $220-250 range during 2021-2022.
A notable weakness in Erdogan’s approach, intentionally overlooked for reasons to be elucidated later, was the curtailment of the “protective welfare state.” This reduction specifically targeted passive labor market policies, including unemployment insurance, workplace regulation, and the tolerance of trade union activities, as well as agricultural support and housing subsidies.Considering all these facets, some economists characterize Erdogan’s social policies as “social neoliberalism” (Öniş, 2012).
What has a crucial implication from the viewpoint of the current discussion in this article is that despite Erdogan’s social spending policies failing to bring a lasting impact on poverty and income inequalities amidst a sharp increase in living costs, Erdogan has successfully maintained the adherence of even the most vulnerable segments of society to his political career, necessitating an explanation. In addition to Erdogan’s widely recognized populist strategies involving media manipulation, scapegoating the opposition as inept and colluding traitors, and employing fear-based politics by portraying the outside world as an enemy and a threat to national independence and sovereignty, a pivotal factor in his success is his transactional approach, linking aid and voting through sustained dependency.
The modern welfare state, aiming to “liberate the individual and protect his dignity,” as advocated by Amartya Sen (1999), necessitates transformational leadership with a focus on a clear vision, collective benefits, and long-term value. On the contrary, as Kuhnert and Lewis (1987) stated, transactional leaders prefer to operate within the existing organizational structure and culture, adhering to precedent rather than instigating change. In other words, instead of addressing poverty and permanently liberating individuals from its grasp, this approach perpetuates and manages poverty by creating a system that fosters people’s dependence on aid in exchange for votes, forming a parasitic symbiosis of “give-and-take.”
In this context, Erdogan’s leadership is characterized by a transactional approach centered on negotiations for short-term goals, seeking voter loyalty through clientelism—a pyramid structure wherein selective benefits are distributed, with the assistance of brokers, to individuals or groups in exchange for political support (Gherghina & Volintiru, 2017). The crucial aspect here is to furnish this structure with the essential political, cultural, and psychological elements that sustain loyalty and affiliation with politics based on this aid rather than prompting questioning the enduring poverty among those in need. This characteristic positions Erdogan as a contender for the title of the “populist of the 21st century,” as mentioned earlier.
President Recep Tayyip Erdogan has attended the rally in Izmir as part of the 14 May General Elections campaign in Izmir, Turkey on March 29, 2023. Photo: Idil Toffolo.
By taking the historical legacy of the patrimonial state, Erdogan has successfully positioned himself on the side of the people against the elites and the system and, more importantly, articulated social aid with this discourse. In the particular case of Turkey, transactional leadership involves: i) Honoring the so-called homogeneous, virtuous, silent majority by claiming to represent their voice and interests. ii) Legitimizing their visibility and vertical mobility as their right to effectively participate in governance has been severely blocked. iii) Improving income distribution by transferring a larger share of social assistance to the selected social groups.
This approach has long-term implications regarding the rule of law, economic development, democracy, and human rights. Erdogan comes from a political tradition claiming that the elites and institutions of the political establishment, such as the Constitutional Court and the High Judiciary, are allied to prevent people from achieving power. In that regard, as Aytaç and Öniş (2014) stated, like his predecessor Necmettin Erbakan, he continued employing the famous motto “Milli İrade” (The Will of the Nation), the term refers primarily to the Muslim lower classes as opposed to the establishment elites. The persistent and polarizing insistence of populists that the interests of “establishment elites” and the large silent majority, representing the “national will,” are mutually exclusive implies that, in power, those who subject to positive discrimination in controlling public resources will change hands.
Soon after coming to power, the AKP, garnering broad support from the urban poor and conservative masses affected by recurring economic crises, and who had lost trust in mainstream political parties, aimed to forge relevant coalitions and implement swift, albeit progressively more heterodox policies, to introduce new forms of targeted social policy. The essence of the matter is that, considering the volatile voting behavior among the average electorate, assisting the poor primarily through “modern state mechanisms” may not foster perpetual dependency and “loyalty.” For this reason, alongside conventional social state approaches outlined in the previous section, aid was also “privatized” through pro-business wealth transfer policies, individualized to the voters, closely monitored by party branches, and coordinated with governorates and municipalities.
All the way down to the neighborhood committees, local party organizations identify the loyalists and channel aid and employment opportunities. In doing so, the ruling party established mutual interdependence between the party, the urban poor, and the business or economic elites through highly partisan methods of targeted resource distribution. Over time, this symbiosis evolved into their shared destiny. In other words, with the flow of resources, privileges, and dependence on the AKP’s continued control of the state apparatus, the two constituents of this trio became increasingly partisan and apprehensive of redistribution and reprisal should the AKP lose power (Esen & Gumuscu, 2021). Through the social networks where Erdogan holds influence, mainly via various foundations and associations managed by his family members, close relatives, and other conservative structures, he cultivates self-fulfilling prophecies, portraying Erdogan as a patrimonial figure, a big brother, a modern-day Robin Hood who “takes from the rich and gives to the poor.” By that, he aims to implant in people’s consciousness the idea that “corruption is inevitable for the good of the people.” To reinforce this image, some religious authorities have even attempted to produce religious credentials (fatwas), discussing “what is corruption and what is a legitimate commission of the Sultan” in Islam (Yilmaz, 2020).
In essence, the efficacy of the “divide and rule” strategy lies in scapegoating others. In alignment with this approach, Erdogan, at the expense of the ongoing comprehensive reform and the EU membership agenda, subjugated the entire establishment. Instead of dismantling exclusive interest groups, he adopted a confiscation strategy in Olson’s (1982) terminology, institutionalizing corruption, political pressure, and exclusion, thus introducing a fundamentally new approach to social spending.
Erdogan’s transactional approach revolves around a well-established and highly sophisticated form of clientelism, emphasizing dyadic relationships, contingency, hierarchy, and iteration (Hicken, 2011). It is more accurate to characterize these developments as a product of a learning-by-doing or trial-and-error process during his tenure as the mayor of Istanbul, which he assumed in 1994 amidst a highly divided opposition landscape, securing the lowest vote rate at the time. This incubation period allowed him to evolve his system from its rudimentary stages to a state of sophistication (Compiegne, 2022).
For Erdogan’s “give-and-take” or “win-win” game to operate successfully, the following conditions must be met:
i) Utilizing the state apparatus as a platform for executing the “distributional game” involves creating rent arrears in various regions and sectors as leverage for distributional purposes.
ii) Developing an anti-systemic religious-nationalist language for the “divide and rule” strategy (Tahiroglu, 2022).
iii) Gaining control of financially dependent media to collaborate in manipulating the public by disseminating fake yet appealing stories (Yanatma, 2021; Coşkun, 2020; Kizilkaya, E. 2023; Tahiroglu, 2022b).
iv) Distancing from external actors and anchors, such as the EU and the IMF, which advocate transparency, discipline, and compliance with the rule of law. Notably, Erdogan halted EU accession negotiations at the transparency and tender chapters, citing political, religious, and national reasons. Subsequently, Erdogan projected the image of a country failing to implement European Court of Human Rights decisions (Eurobarometer, 2022).
v) Enlisting “militant bureaucrats,” particularly within the judiciary, to cooperate in undermining systems like public procurement, facilitating favoritism and money laundering. The corruption files of December 17-25, 2013, revealed lenient treatment of government contract favoritism by law enforcement, ensuring a steady revenue stream in exchange for support in Erdogan’s re-election (Emek & Acar, 2015; Arslantas & Arslantas, 2020; Özgür, 2020; Akça & Özden, 2021; Özel & Yıldırım, 2019).
vi) Establishing dependent capitalists or an economic elite through extensive patronage networks of corruption and favoritism to serve as intermediaries in the rent distribution process (Esen & Gumuscu, 2021).
vii) Establishing effective intermediaries, such as local party branches, municipalities, foundations, associations, and religious sects, to facilitate the delivery of privatized aid to the targeted social segments.
As convincingly demonstrated by Esen and Gümüşçü (2021), Erdogan’s transactional approach and corruption are closely related and mutually supportive.First, in the abovementioned process, Erdogan established an alternative, dependent capitalist class. This class contributes a portion of the rents it acquires from the government, involving practices such as construction permits, land allocation, municipal companies, and large infrastructure projects without tenders but with customer guarantees (Emek, 2015). Second, the enormous corrupt economy allowed him to create massive sources of rent arrears and distribute it partly to people experiencing poverty in the form of “cash and kind or subsistence allowances in exchange for loyalty and votes.” (Buğra, 2020; Özel & Yıldırım, 2019). The explained pay-off matrix has brought critical political repercussions, namely, the AKP’s weakened reluctance to resign through democratic means and the increased tolerance of its coalition partners for democratic backsliding. Therefore, with the personalization of power and rising authoritarianism under Erdogan’s rule, especially after the 2018 regime change, the need to attract voters and dependence on the economy for private resources decreased, underlining a further alert on the collapse of democracy.
The same happened in Brazil but with different dimensions. Although clientelism, rent-seeking, and kleptocracy – altogether corruption- are the dominant features of politics in Brazil, they are not subject to profound public awareness or concern as long as economic growth delivers positive results. Rather than eradicating the sources of corruption, the regime’s grand barons use the existing “culture of ignorance” as an integral part of their reckoning in the struggle for power against one another. As an expression of social culture or helpless devotion, society tends to justify that mechanism by relying on the understanding of “he who keeps honey licks his finger” or “it does not matter if politicians steal from what they produce.”
Lula’s dismissal in 2010 at the height of his popularity, conviction in 2018, and return to power in March 2022 are case in point. Lula, who was argued to have been involved in “Operation Car Wash-2014,” the most extensive corruption investigation involving politicians, public institutions, and major construction companies, was found guilty and imprisoned in 2018. However, according to the UN resolution and many other observers, Lula’s trial process was unfair because of insufficient evidence and human rights abuses. Indeed, the appointment of the case judge as minister of justice by Bolsonaro, who won the 2018 elections while Lula was in prison, shows the nature of the above-mentioned intra-elite power struggle. To continue with the same logic, the fact that Lula’s case was dropped, and his political career was reopened due to the aforementioned systemic shortcomings does not show Lula’s absolute innocence either.
It is emphasized here that in many countries such as Brazil and Turkey, where institutions are weak, social culture is accommodative, and voters’ awareness of citizenship is insufficient, overt conflicts between elites through the judiciary and the media only prepare the ground for further negotiations between the status quo powers rather than radically reforming and improving the system to achieve better democracy, human rights, and economic development.
Establishing ‘Coalitions’Against the Populist Incumbent Regime
Establishing a coalition within the voter base to attain and retain power is crucial, but equally essential is forging a robust alliance in parliament after the removal of authoritarian populists. As observed in the 2022 elections in Brazil and the 2023 elections in Turkey, the electoral process witnessed significant economic, political, and social upheaval orchestrated by the reluctant incumbent populist government. Recent evidence also highlights that even in defeat, populists leave behind a resilient structure and a trail of destruction, particularly challenging when they narrowly lose elections. Overcoming these challenges necessitates efficient administration through sustained coalition building.
As Lemos (2022) discusses, the overarching goal is establishing a government committed to implementing essential reforms and mending the nation’s economic, political, and social fault lines. However, overcoming this legacy poses a significant hurdle for the new government, requiring efficient administration. It necessitates concerted efforts to gather diverse interests and navigate challenges posed by the remnants of the populist regime. The focus should be on acquiring and leveraging power to build a resilient government. This government must confront the enduring legacy of populism, enact necessary reforms, and prevent a recurrence of populist influences in future elections. Despite facing considerable resistance and witnessing the destructive impact of the right-wing authoritarian-populist leader in Brazil, Lula’s rallying cry to “let’s leave everything else aside other than taking back democracy and institutions” proved effective. Reflecting on his past success, society reconsidered its preferences, particularly evident in the second round of the election. In contrast, Turkish voters did not afford the opposition coalition a similar opportunity. The opposition encountered additional reluctance in garnering support, especially following apparent missteps in the second round of the election. Voters, skeptical of the leadership’s capacity to either counter Erdogan’s destructive actions or propel the system forward, chose to withhold their endorsement.
Highlighting Lula’s advantage, absent in the Turkish opposition coalition, it is crucial to note a shortcoming in Bolsonaro compared to Erdogan. Bolsonaro’s limited time in power prevented him from establishing an Erdogan-like kleptocracy, as described earlier. Unlike Erdogan, he couldn’t consolidate control over institutions and failed to institute a robust “transactional model” that resonated with voters. Consequently, Bolsonaro couldn’t position himself as an anti-establishment and anti-elite or embody the image of a “paternal figure” redistributing wealth from the affluent to the less privileged.
An important observation regarding Erdogan’s situation is that, unlike Bolsonaro in Brazil, he has gained control over the state apparatus, the judiciary, the press, and economic resources. That allowed him to manipulate the opposition to determine whom to cooperate with and compete against within the opposition. As a reminder, when Erdogan was President and his party lost power in 2015, neither CHP (Kilicdaroglu) nor MHP (led by Devlet Bahçeli) formed a coalition with Erdogan’s party. In the next elections that year, Turkey entered a turbulent phase marked by fear that came with political bloodshed, heightened public security concerns, and Erdogan’s party regaining power independently. As a reaction to Bahçeli’s resistance to establishing a “coalition government” following the June 7, 2015, events that caused Erdogan’s bloody victory, opposition within MHP intensified. Although Bahceli lost his post in the party congress in June 2016, the pro-Erdogan court came to his aid, declaring the party congress invalid and allowing him to maintain his leadership. However, that episode rendered Erdogan’s former rival politically beholden to him, resulting in a notable shift in his political discourse towards becoming Erdogan’s long-term coalition partner. Erdogan has also been proactive in disseminating compromising materials of a prominent opposition leader and orchestrating his replacement through various media manipulations.
The success of keeping his political rival, whom he had consistently defeated in previous elections, in his seat by portraying him as oppressed and victimized, with unfair attacks reminiscent of those directed against Erdogan in the past, serves as evidence of Erdogan’s strategy to divide and rule Turkey along deep fault lines. Indeed, taking it a step further, Erdogan, with his charismatic leadership, effectively dismantled the concept of “center politics” in the past. By steering the language of politics towards the right and conservative spectrum, he eradicated space for left-wing political discourse. Consequently, he compelled his opponents to navigate unfamiliar terrain, leaving them as guests, novices, or the away team, ultimately defeating them. (Korkmaz, 2022a-b).
To further consolidate the above perspective, it is interesting to briefly compare the Great Marmara Earthquake of 1999, which played a significant role in his rise to power amid ongoing significant political pressure, enduring economic crisis, and heightened political instability, with the recent earthquake in Southeast Anatolia in 2023. This time, it reflects Erdogan’s heavy toll of political-populist mistakes, economic crisis, and instability. Despite these challenges, he managed to stay in power. Besides the factors mentioned in the former earthquake, his performance in the mayorship of Istanbul, plus his unfair discrimination by the establishment forces in the media, judiciary, bureaucracy, and the military, brought him to power.
Unlike the 1999 Marmara Earthquake, conditions in the earthquake of 2023 were remarkably against the Erdogan government in power. In deep shock, his response to the earthquake was incomplete, incorrect, and significantly delayed. Similar to the previous natural disasters, the main reason was the government’s unpreparedness, the incompetence of civil servants, and the fragile institutions. In addition, the government prevented nongovernmental organizations outside the government’s direction and control from engaging because it feared this would be to its detriment. Despite the earthquake’s devastations, the loss of more than 50,000 lives, the economic destruction it brought, the heavy systemic corruption that caused it, and the ongoing economic crisis, aside from Turkey in general, Erdogan’s high vote in this specific earthquake-hit disaster region in the last election needs explanation.
Despite the recent economic hardships and the devastating earthquake that caused an unknown number of lives, exposing Erdogan’s corrupt regime, other things being equal, the outcome changed due to manipulations by Erdogan-controlled media and the belated yet highly organized efforts of agents in relief organizations closely aligned with Erdogan’s rent-seeking coalitions, like large private companies, religious civil society organizations, and public institutions. In other words, Erdogan’s well-functioning “transactional approach,” successfully implemented in the earthquake environment, came together with cultural codes, creating an invincible armada in his favor. This is not the first time the government bought political loyalty in return for short-term material rewards combined with religious-nationalist language. The same tactics have been successfully employed in many natural disasters and industrial or occupational accidents.
In the context of Kilicdaroglu, the opposition leader, (i) his low-profile leadership that lacks conviction, (ii) his perceived ethnic and religious affiliation, and (iii) CHP’s elitist, oligarchic, and pro-capitalist identity, rooted in the tradition of top-down social engineering, hinder him from gaining resonance in society. Conversely, Erdogan’s portrayal of him as “a coupist and junta supporter, collaborator with foreigners, and enemy of national will” has proven effective in triggering concerns related to national security, independence, and sovereignty. In an environment of shifted political cleavages and conservative-right-wing rhetoric, his efforts were perceived as a “last-minute tactical maneuver.”
Conclusion
In conclusion, the economic, social, and political crisis caused by unrestrained neo-liberal globalization and overconnectivity, highlighted during the contagious global financial crisis in 2008-2009 and the COVID-19 pandemic, has resulted in significant disappointments and a growing public inclination toward populist rhetoric.
Populists, capitalizing on fractures in existing governance structures, rise to power and attempt to retain it by transforming the main characteristics of the regime. This creates a “populist vicious cycle,” where their central ideology and personality lead to contingency management and arbitrariness in governance, inadvertently inviting failure by disabling institutions, rules, merit, independent-autonomous bodies, science, and check-and-balance mechanisms. As populists lose the capacity to fulfill extreme promises made while in opposition and exhibit effective governance, they tend to become even more oppressive, leaning towards a one-person regime.
This process ultimately gives rise to clientelism, rent-seeking, and kleptocracy, constituting corruption as a dominant feature of politics in countries like Brazil, especially under Bolsonaro since 2018, and in Turkey, starting with Erdogan’s third term in 2011.
The challenges of how populists come to power and leave it are markedly different. While it is possible to replace incumbent conventional politicians bound by the game’s rules, replacing a populist who stays in power for an extended period and shifts the regime from its central axis requires entirely different skills. Authoritarian populists leverage the state’s power during election campaigns, often pushing legal and ethical limits.
The personal leadership capacity of populists also plays a decisive role. For example, Erdogan’s crony capitalism, rooted in transactional rather than transformative leadership, is closely tied to his ability to blend cultural, economic, and political elements, combining hope with fear and security with short-term self-interest. This entails intertwining his political destiny with the fate of a large segment of voters.
In such a scenario, an opposition leader aiming to remove a populist from power must possess leadership capacity, the ability to form a coalition, and the capability to present voters with a more adaptable and transformative vision for the future, persuading them of its merits.
In contrast to Lula, who effectively positioned himself as a viable alternative to Bolsonaro in Brazil in 2022, the opposition in Turkey failed to do the same. Bolsonaro lost power not only because of his failures but also because of Lula’s past performance and high leadership quality in forming inclusive coalitions. Despite bringing Turkey to the verge of destruction during the 2023 election, Erdogan, by successfully using pro-citizen and anti-establishment rhetoric, presented himself as “the man of the people” persona. No leader emerged in Turkey to convincingly replace him amidst an environment of fear and societal concerns for security, stability, and sovereign independence.
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Despite the global far-right’s excitement over Javier Milei’s victory, it is crucial to approach Milei’s election cautiously and avoid interpreting it as a definitive sign of a substantial conservative shift in Argentine politics. To comprehend Milei’s success, it is essential to delve into the Argentine context, where it seems to signify more a public frustration with the establishment than a straightforward resurgence of right-wing populism.
By Imdat Oner*
After a second-round election on November 19, 2023, libertarian candidate Javier Milei emerged as the president-elect of Argentina, securing 56 percent of the votes compared to his opponent Sergio Massa’s 44 percent. This victory marked a significant milestone, as Milei garnered the most votes in any election in Argentine history.
In the wake of Milei’s decisive win, former US President Donald Trump commended the Argentinian president-elect, asserting that Milei would “truly make Argentina great again.” Jair Bolsonaro echoed these sentiments, hailing the victory as a triumph for “progress and freedom.” Some right-wing activists are already envisioning a domino effect, anticipating that Milei’s success could pave the way for Trump and Bolsonaro to reclaim power in 2024 and 2026.
Despite the global far-right’s excitement over Milei’s victory, it is essential to approach Milei’s election with caution and refrain from interpreting it as a clear sign of a significant conservative shift in Argentine politics. Understanding Milei’s success necessitates a nuanced exploration of the Argentine context, where it seems to reflect more a manifestation of public frustration with the establishment than a mere resurgence of right-wing populism.
Milei’s ascension to the presidency is unprecedented, marking the first occurrence of an outsider leading Argentina. His far-right inclinations, epitomized by his self-proclaimed anarcho-libertarian stance, set him apart from the conventional political spectrum. Peronism has upheld its supremacy in Argentine politics by building an alliance that encompasses both the left and the right, uniting trade unions and major businesses. The party movement has effectively established an organizational structure with widespread influence, extending across the country.
Milei, a former TV commentator and economist, presented himself as a symbol of change against this establishment that has been in power in Argentina for the past two decades. His campaign was marked by a strong anti-establishment narrative, echoing the widespread dissatisfaction among voters. He focused on economic ideas and blamed past administrations resonating with a population weary of traditional politics. His use of a chainsaw as a symbol of cutting state spending emphasized his commitment to making radical changes.
In this context, Milei’s electoral success primarily derives from economic dissatisfaction rather than an embrace of far-right policies. The economy with inflation over 140 percent yearly and 40 percent of the people in poverty has fueled a collective desire among citizens for a departure from the existing status quo. Massa, the current Minister of Economy, faced the full force of public frustration during one of Argentina’s most severe economic crises in decades. Milei smartly connected with people by presenting himself as the leader of significant and quick change, contrasting with what many see as the mishandling of past administrations.
However, Milei’s confrontational style, lack of political experience, and limited allies in Congress add an additional layer of unpredictability for the future. In reality, he could turn out to be one of the least influential Argentine presidents in many years. His political party, Freedom Advances, currently has only seven out of 72 seats in the Senate and 37 out of 257 seats in the lower Chamber of Deputies. Even if legislators from right-wing parties, including members of Mauricio Macri’s Republican Proposal party, support Milei, he won’t have enough support for a governing majority. The complexity of passing laws and radical reforms requiring a qualified majority poses a significant governance challenge for the president-elect. Securing the necessary majority for passing laws and projects entails negotiations with various factions within Peronism. Furthermore, Milei’s coalition does not have a single governor in any of Argentina’s 23 provinces.
The difficulties ahead for Milei extend beyond legislative hurdles. The implementation of a shock therapy in the economy often results in substantial adverse effects on employment and income, potentially sparking social unrest that could further strain the country’s already complicated situation. The extent of Milei’s ability to capitalize on his personal popularity will play a significant role in shaping his political influence over the country. To achieve the objective of forming a legislative majority, Milei will need to maintain popular support.
In conclusion, while Javier Milei’s political style may bear similarities to Trump and Bolsonaro, his success in Argentina is more indicative of a deep-seated frustration with the establishment and traditional politics. As Milei assumes the presidency, the world watches with curiosity to see whether his unconventional approach can bring about the promised change in Argentina or if it encounters the challenges inherent in radical policy shifts.
(*) Imdat Oner is a former Turkish diplomat who recently served at the Turkish Embassy in Caracas, Venezuela. He holds a Ph.D. from Florida International University, where he wrote a dissertation titled “Great Power Competition in Latin America Through Strategic Narrative.” His articles have been published in the Journal of Populism, War on the Rocks, The National Interest, Americas Quarterly, Foreign Affairs Latinoamerica, and the Miami Herald.
Offering profound insights into the dynamics of Israeli politics and the evolving role of radical right-wing populism in the country, Professor Dani Filc of Ben Gurion University confidently asserts that the era of Benjamin Netanyahu is on the verge of conclusion. However, he also underscores that the influence of “clerical fascism” in Israel is poised to persist.
In an exclusive interview with the European Center for Populism Studies (ECPS), Professor Dani Filc, a distinguished scholar in the Department of Politics and Government at Ben Gurion University in the Negev, confidently asserts that the era of Benjamin Netanyahu, a longstanding figure in Israeli politics, is on the verge of conclusion. However, he also underscores that the influence of clerical fascism is poised to persist.
Offering profound insights into the dynamics of Israeli politics and the evolving role of radical right-wing populism, the interview delves into the historical transformation of the ruling Likud. From its roots as a radical right vanguard to its current status as a sui generis form of right-wing populism, Likud’s evolution is explored. The discussion tracks Likud’s inclusive elements and examines the ideological shifts that occurred during Netanyahu’s tenure.
Addressing the intersection of populism with identity politics, Professor Filc highlights the dangerous chain of equivalencies used to demonize Israeli Arabs and the instrumental use of religion to differentiate the “in-group” and the “out-group.” Professor Filc also provides insights into Israel’s global alliances, pointing out the alliance with European far-right parties. Filc touches on the evolution of Likud under Netanyahu and its alignment with illiberal, right-wing populist movements in Europe.
Asserting that the ongoing war in Gaza signals the end of Netanyahu’s dominance in Israeli politics, Professor Filc predicts that “with the conclusion of the war in Gaza, Netanyahu will fall, leading to the abandonment of the judicial reform.” However, he expresses concerns about the lasting impact of the ongoing conflict on populist movements and calls for a just peace in the Middle East, highlighting potential dangers associated with civilizational populism or a clash of civilizations.
In this comprehensive interview, Professor Filc shares invaluable insights into the intricate landscape of Israeli politics, the evolution of populism, and the challenges posed by religious and right-wing populist movements in the country.
Here is the transcription of the interview with Professor Dani Filc with minor edits.
How has populism manifested in Israeli politics historically, and are there specific events or periods that stand out? Can you provide insights into the historical roots and evolution of the radical right in Israel?
I think the first populist moment was when Menachem Begin, who was the then-leader of the Herut Party, the main party of the coalition, became the Likud party, which is the party now in government. Sometime in the early to mid-1950s, Begin led a transformation of the Likud party from a radical right, a vanguard type of party to a populist party. This process was relatively a prolonged one, starting in the mid-50s and reaching its peak when Likud arrived in government in 1977, winning the elections against the Labor party, which had been in government from 1948 until 1977.
Likud, under Menachem Begin’s leadership, was a kind of sui generis type of populism. Why? It was a nationalist party with right-wing views on Israel, a commitment to the idea of Greater Israel, and a denial of the existence of a Palestinian people or a Palestinian state. However, it also had inclusive elements, especially for Mizrahi Jews (Jews from Arab countries). Likud was symbolically inclusive, politically inclusive, and had some material inclusion measures, particularly in areas like housing and education for Oriental Jews. Mizrahi Jews became the central leaders within Likud, ministers, members of the Knesset in a way, and Oriental Jews also became part of the Likud. There were some measures that included Oriental Jews and improved their material conditions. Although there is a kind of commonality between left-wing populism and inclusive populism, and right-wing populism and exclusionary populism, Likud was not more exclusionary than the Labor Party that preceded it while it has not been inclusive towards Israeli-Palestinian citizens. So, Likud’s populism was not stereotypical, and it had some inclusive characteristics, making it a sui generis form of right-wing populism.
Likud Transformed into Extreme Radical Right-wing Populism
On the ideological front, despite Takis Papas define populism as anti-liberalism, Likud under Begin was not anti-liberal. It adopted conservative liberal views, especially in the relationship between judicial power and the executive or legislative power. As people like Ernesto Laclau and Margaret Canovan described, populist ideologies are often framed as against the hegemonic ideology, the ideology of the power, and since the Labor Party in power held socialist rhetoric, Likud’s adoption of a more liberal rhetoric can be seen as opposition to the then-elites or at least to their rhetoric. This situation made Likud under Begin a kind of sui generis populist party.
With Begin’s departure from politics in 1982, Likud underwent a period of transition, with internal conflicts between the more populist wing and the more conservative liberal wing. This lasted until 1992, when Netanyahu became the Likud leader. Between 1992 and 2006, Netanyahu aimed to make Likud a near-conservative party as Ronald Reagan’s or George W. Bush’s Republican Party with radical neoliberal, nationalist, and realistic in international politics and culturally conservative characteristics. When he was replaced by Ariel Sharon as leader of the Likud and he was Sharon’s minister of finance, he performed more radical neoliberal transformations within Israel.
When Sharon split from Likud in the 2006 elections, the Netanyahu-Sharon split occurred because Sharon supported a one-sided retreat from the Gaza strip without an agreement. Netanyahu opposed Sharon on this issue. Netanyahu became the chairperson of Likud once again, and in the 2006 elections, Likud, led by Netanyahu, obtained only 12 seats in the Knesset, which was 10 percent of the vote. These were the worst elections for Likud since the elections to the second Knesset in the early 1950s.
In my view, Netanyahu understood the limits of the Neo-con project in Israel, leading him to shift towards a radical right exclusionary populist party. However, he wasn’t the pioneer of radical right populism in Israel. The pioneer was Avigdor Levi Lieberman, a former Likud member. When Netanyahu was elected chairperson of Likud in 1992, he appointed Lieberman as the CEO of Likud, the principal executive. In 1999, Lieberman split from Likud and created a party called “Yisrael Beiteinu (Israel Our Home),” which is a clear-cut exclusionary radical right-wing populist party. They even have observers in the radical right populist group in the European Parliament.
Eventually, Lieberman became the first politician with a clear exclusionary rhetoric and policy against Israeli Palestinians. He was also the first to assert that Israeli Palestinians posed a greater threat to Israel than the Palestinians in the occupied territories. Using populist rhetoric, he positioned himself as the voice of the people against the oligarchy. However, he clarified, “we are not anti-elitists because elites are good, but there is not an elite. There is an oligarchy, and we are anti-oligarchic.”
Netanyahu also embraced that exclusionary rhetoric and approach, and their parties ran together in the 2013 elections. Despite Netanyahu’s ability to build a coalition, the merger was not successful. Lieberman eventually split from the alliance. This marks the moment when Likud transformed into a radical right-wing populist party, even verging on extreme radical right-wing populism, with some members exhibiting characteristics almost akin to fascism.
Religion Is Instrumental for Likud
To what extent does populism in Israel intertwine with identity politics, particularly concerning issues such as nationality and religion (Jewishness)? Are there populist narratives that specifically target or resonate with certain social groups?
Okay, so for sure, nationalism is nativism as Cas Mudde calls them are very central element of Likud’s populism. The demonization of Israeli Arabs is achieved by creating a chain of equivalences that asserts ISIS is like Iran, Iran is like Hezbollah, Hezbollah is like Hamas, and Hamas is like the Palestinian Authority. The Palestinian Authority is then equated with Israeli Arabs, and Israeli Arabs are likened to the leftist traitors that support them. This chain of equivalencies places national identity at its core.
Regarding the role of religion, it is more instrumental. Most Likud members are traditionalist, observant Jews. However, they are not explicitly religious, and many do not wear a kippa to cover their heads. While they respect some religious mandates, they disregard others. Religion is primarily used functionally to distinguish between the “in-group” and the “out-group.” This is why Likud is much more tolerant in issues such as the LGBTQ community and women’s rights compared to orthodox religious parties.
How does the media landscape contribute to or counter populist narratives in Israeli politics? Have you identified any patterns in the use of media by populist and radical right figures?
They use social media due to the algorithm and the business model being highly conducive to supporting populist leaders and populist politicians. Social media supposedly enables a direct relationship between the leader and the people, eliminating the need for intermediary organizations such as political parties. It creates a clear distinction between “us” and “them.” The impact of social media is evident globally, from Trump in the US to other leaders. In this context, Netanyahu stands out as a master in the use of social media.
Israel started as a secular country and the Zionist movement strongly supported separation of church and state. Then religious populism gained ground and became so powerful today. What went wrong? How did religious populism become such a strong movement?
At the beginning of Zionism, there was a prominent socialist current. However, when the Labour Party did not succeed, or perhaps chose not to, in 1948 to establish a constitution that would formalize the separation between Church and State, things took a different turn. Due to their political alliance with the national Jewish religious party, decisions regarding the relationship between state and religion were postponed. Consequently, Israel does not recognize civil marriages and civil divorces. The religious establishment often dictates personal matters in many areas such as marriages or funerals. The state funds a national rabbi.
So, from the outset, there was no clear separation between the State and the church.
I believe populism, in terms of establishing a distinction between the in-group and the out-group, has a strong religious identity at its core. However, Likud’s populism is not strictly religious. There is a party called Shas, an ultra-orthodox party, which has exhibited even more pronounced populist characteristics in the past, though this is not the case for Likud. For instance, one of Likud’s prominent leaders is openly homosexual, illustrating that despite its strong core religious identity, Likud is not a religious party. It seems to use religion in an instrumental manner.
Radical Right Populists in Europe are Strong Allies to Likud
Professor Dani Filc.
In the article you co-authored, ‘Israel’s Right-Wing Populists: The European Connection’, you argue: ‘The partnership between Netanyahu’s Israel and Orbán’s Hungary is indicative of the enormous change that Israel has undergone during Netanyahu’s era. Israel has become, much like Orbán’s Hungary, a right-wing, populist, illiberal powerhouse. And it is not above joining forces with a European far right with antisemitism in its lineage.’ How do you explain this enormous change, what are the dynamics of this change and how did Netanyahu achieve it?
I believe this change is part of a broader global shift marked by the rise of radical right populism in the US and Europe, which supports Likud’s Israel’s policies towards the Arab world. Notably, the Palestinian issue takes precedence over the problematic antisemitic past of many of these leaders. This holds true for figures such as Georgie Melonie and the fascist history of her party, as well as Jean Marie Le Pen and Marine Le Pen and the antisemitic past of the Front National. Considering Likud’s worldview and its current commitment to exclusionary radical right populism, it seems that radical right populists in Europe are strong allies to Likud. This alliance is especially evident in the close relationship between Poland’s PiS and Likud, despite the potential challenge posed by PiS’s revisionist stance on Poland’s attitudes during the Nazi regime. However, the focus appears to be more on the present than on the past.
As for the strength of Likud, its main supporters are the lower middle class, middle class, and upwardly mobile middle class, particularly among oriental Jews. The loyalty of these social groups to Likud can be explained by Likud serving as an instrument of social and political mobility for them. Likud has also evolved into a more populist party. Netanyahu, in particular, was willing to adopt more heterodox economic policies, deviating from his earlier radical neoliberal stance. Between 2009 and 2019, the decade during which Netanyahu held continuous power, there was a notable process of social mobility for these groups. The minimum wage increased by 38 percent, accumulated inflation was no more than 20 percent, and the Gini Index decreased in Israel for the first time since the mid-1980s. The two lower quintiles showed improvement compared to the higher quintiles. During this period, private consumption in Israel surpassed the average private consumption in OECD countries for the first time. From a security standpoint, the conflict remained relatively quiet, and economically, there was positive development for the social groups that constituted Netanyahu’s main support base.
Clerical Fascism Supports Colonization of Occupied Palestinian Territories
In the same article, you mention ‘the ongoing Israeli colonialism in the occupied territories.’ Do you see Israel as a colonizer? If so, what role does religious populism play in colonizing Palestinian lands?
The question is quite tricky in today’s context. I don’t think that the colonization process should encompass all of Israel, as some advocates of “free Palestine from the Jordan to the sea” claim. However, I do contend that the policies within the occupied territories reflect a colonizing approach, and there is a connection between this type of process and the rise of radical right populism, which is associated with the colonization process. Presently, the primary role in the settlement of the occupied Palestinian territories is not played by Likud as a radical right populist party, but rather by the radical religious right, which is not populist at all. They hold an avant-garde, and in many ways, an anti-democratic conception of populism. My understanding of populism is that it is inherently democratic. While it may support an illiberal form of democracy, it is not anti-democratic in my view. This is why fascism cannot be considered a form of populism; these are distinct phenomena. What is referred to as the religious Zionist party in Israel appears to be a form of religious fascism, and some scholars even characterize it as clerical fascism, providing significant support for the colonization of the occupied Palestinian territories.
In the same article, you underlined that ‘Netanyahu has turned to nativism and xenophobia, mostly in the form of Islamophobia.’ What does this Islamophobic populism mean for the Israeli Arabs and Palestinians?
For Israeli Arabs, it entailed the denial of their collective rights and the delegitimization of their political leadership. Netanyahu employed this tactic rhetorically multiple times. During the 2015 elections, he asserted, “Jews come to vote because the Israeli Arabs are coming by the hundreds in buses paid for by leftist NGOs.” This statement was made on election day. Between 2019 and 2021, there were four rounds of elections. In one of these rounds, Netanyahu and Likud advocated for the inclusion of cameras in voting booths to combat fraud. However, it was evident that this measure was targeted specifically against Israeli Arabs with the aim of reducing their voting percentage. This move backfired. In the subsequent round of elections, there was an attempt to mitigate this nativism, but it resurfaced with full force in the latest elections.
How do you explain the close relationship between Netanyahu’s Likud and the far-right populist parties in Europe like Vlaams Belang in Belgium or the Freedom Party in the Netherlands?
As mentioned earlier, Likud is currently a populist radical right party. Its messages closely mirror those of the Vlaams Belang and Freedom Party, and I see Islamophobia as essentially a replay of the traditional role that antisemitism played for the radical right in Europe. In many ways, they are like brothers in their promotion of Islamophobia. Islamophobia takes precedence over antisemitism. Given that Islamophobia seems to supersede and, in a way, legitimize their shared narrative.
What do you think about the fate of the so-called judicial reform being pushed by Netanyahu? Do you think the Israeli people will agree to it?
The proposed judicial reform has faced opposition for quite some time; as you may be aware, there were extensive protests against it, and the nation became divided following the massacre of October 7th. The ongoing war in Gaza seems to mark the end of Netanyahu’s dominance in Israeli politics. I hope for a swift resolution to the war, and I anticipate that with its end, Netanyahu will fall and leading to the abandonment of the judicial reform.
Israelis protest in Tel Aviv, Israel on July 18, 2023, against Netanyahu’s anti-democratic coup as a bill to erase judicial ‘reasonableness clause’ is expected to pass despite 27,676 reservations. Photo: Avivi Aharon.
A Just Peace Is Crucial to Preventing Reemergence of Radical Right Ideologies
How does the current war with Hamas will impact the Populist movements in Israel? Some argue that the era of Netanyahu is about to end. Would you agree with that?
I believe Netanyahu’s era is coming to an end, but the influence of clerical fascism will likely persist. In Israel, as in many democratic countries, populism arises from the blind spots and a lack of self-criticism within liberalism, particularly due to its association with neoliberalism. My optimism is limited concerning a significant shift in liberal self-critique, especially as neoliberalism remains a potent factor contributing to the emergence of populism, specifically the populist radical right in Israel.
While Netanyahu may face setbacks, and there might be a temporary decline in the power of the populist radical right, I am concerned that, in the medium and long term, we may witness a resurgence of the radical right if there are no changes in socioeconomic policies. Additionally, a shift toward a just peace in the Middle East, considering the collective rights of both Israelis and Palestinians, is crucial to preventing the reemergence of radical right ideologies.
Do you believe that the recent conflict in Gaza could potentially trigger a wave of civilizational populism beyond Israel and Palestine, and even beyond MENA region? How would you characterize this wave: as civilizational populism or a clash of civilizations?
I do not categorize all right-wing ideologies as populist. My greater concern lies with the potential emergence of clerical fascism or fascism within right-wing populist movements. It’s important to note that clerical fascism or religious fundamentalism does not necessarily have to be populist, and its non-populist manifestation can be particularly dangerous. I sincerely hope for a swift resolution to the ongoing conflict, as it could prevent an escalation and a clash of civilizations that would only lead to more circles of death and destruction. Ending the war promptly is crucial, and it should be followed by a broader understanding that the only sustainable solution for Palestinians and Israelis, as well as the entire region, is an agreement that respects the right of self-determination and security of both peoples, while safeguarding their collective and individual rights and respect it.
Please cite as: Yilmaz, Ihsan & Kenes, Bulent. (2023). “Digital Authoritarianism in Turkish Cyberspace: A Study of Deception and Disinformation by the AKP Regime’s AKtrolls and Akbots.” Populism & Politics (P&P). European Center for Populism Studies (ECPS). November 13, 2023. https://doi.org/10.55271/pp0026
Abstract
This article explores the evolving landscape of digital authoritarianism in Turkish cyberspace, focusing on the deceptive strategies employed by the AKP regime through AKtrolls, AKbots and hackers. Initially employing censorship and content filtering, the government has progressively embraced sophisticated methods, including the weaponization of legislation and regulatory bodies to curtail online freedoms. In the third generation of information controls, a sovereign national cyber-zone marked by extensive surveillance practices has emerged. Targeted persecution of critical netizens, coupled with (dis)information campaigns, shapes the digital narrative. Central to this is the extensive use of internet bots, orchestrated campaigns, and AKtrolls for political manipulation, amplifying government propaganda and suppressing dissenting voices. As Turkey navigates a complex online landscape, the study contributes insights into the multifaceted tactics of Erdogan regime’s digital authoritarianism.
Since the last decade, authoritarian governments have co-opted social media, compromising its potential for promoting individual liberties (Yilmaz and Yang, 2023). In recent years, President Recep Tayyip Erdogan-led Turkish government has staunchly endeavoured to control online platforms and manipulate digital spaces to consolidate power, stifle dissent, and shape public opinion. Given the large online user base and the declining influence of traditional media, the internet has become a crucial platform for opposition voices. In response, President Erdogan’s “authoritarian Islamist populist regime” (Yilmaz and Bashirov, 2018) has implemented various measures to regulate and monitor the digital space to suppress dissent (Bellut, 2021).
Turkey’s domestic internet policy under the Erdogan regime has shown a convergence towards information control practices observed in countries like Russia and China, despite Turkey’s nominal compliance with Euro-Atlantic norms on cyber-security (Eldem, 2020). This convergence is characterized by increasing efforts to establish “digital sovereignty” and prioritize information security, often serving as a pretext for content control and internet censorship (Eldem, 2020). The Erdogan regime takes a neo-Hobbesian view of cyberspace and seeks to exert sovereignty in this realm through various information controls (Eldem, 2020). Under the Erdogan regime, there has been an increase in the surveillance of online activities, leveraging the surveillance and repression tools provided by social media and digital technologies. Once the regime established its hegemony over the state, it expanded its surveillance tactics to govern society.
In Turkey, a combination of actors including riot police, social media monitoring agents, intelligence officers, pro-government trolls, hackers, secret witnesses, informants, and collaborators work together to identify and target individuals deemed “risky.” This surveillance apparatus follows the hierarchical structure of the Turkish authoritarian state, with President Erdogan overseeing its developments (Topak, 2019).
The article examines the Turkish government’s pervasive use of trolls, internet bots, orchestrated campaigns, and transnational manipulations that have shaped the country’s online environment. Social media platforms, especially Twitter, are central to these manipulation efforts in Turkey. While Twitter has taken action against thousands of accounts associated with the ruling party’s youth wing, the resistance from the government highlights the significance of these online campaigns.
The use of fake accounts, compromised profiles, and silent bots further deepens the complexities of digital authoritarianism in Turkey. These accounts serve as vehicles for spreading disinformation, astroturfing, and manipulating social media trends. While efforts have been made to identify and remove such accounts, the adaptability of these manipulative actors poses a significant challenge. Many of these bots remain dormant for extended periods, resurfacing strategically to create and promote fake trends while evading conventional detection methods (Elmas, 2023). These software applications play a pivotal role in amplifying government propaganda, countering opposition discourse, and creating an illusion of widespread support. From replicating messages to retweeting content across hundreds of accounts, these automated bots have become instrumental in shaping online narratives and suppressing dissenting voices (Yesil et al., 2017; Eldem, 2023).
Digital Authoritarianism and Information Controls
The Erdogan regime appointed trustee to Zaman daily in Istanbul, Turkey on March 4, 2016. Photo: Shutterstock.
Digital authoritarianism is extensive utilization of information control measures by authoritarian regimes to shape and influence the online experiences and behaviors of the public (Howells and Henry, 2021). These regimes have adeptly adapted to the mechanisms of internet governance by exploiting the vast reach of new media platforms. They employ various forms of censorship, both overt and covert, to suppress dissent and control the dissemination of information.
The literature on digital authoritarianism extensively explores how China has effectively utilized digital technology to maintain and strengthen its rule (Polyakova & Meserole, 2019; Dragu & Lupu, 2021; Sherman, 2021). While China relies on sophisticated surveillance systems and targeted persecution of individuals, the people of Russia experience the impact of digital authoritarianism through internet censorship, manipulation of information flow, the spread of disinformation, and the mobilization of trolls and automated bots (Yilmaz, 2023; Timucin, 2021).
In the realm of digital authoritarianism, disinformation has become a favored tool (Diamond, 2021; Tucker et al., 2017). Authoritarian regimes obscure information, engage in deception, and manipulate the context to shape public opinion (Bimber and de Zúñiga, 2020). It is important to note that digital authoritarianism is not a uniform strategy; different regimes adopt various approaches. Some directly restrict access to the internet, while others rely on heavy censorship and disinformation campaigns (Timucin, 2021; Polyakova & Meserole, 2019).
The Russian model of digital authoritarianism operates with subtlety. Manipulating social media networks is easier to accomplish and maintain compared to comprehensive monitoring systems (Timucin, 2021). In these cases, the open nature of social media becomes a double-edged sword, enabling the widespread distribution of both accurate information and misinformation while amplifying voices from various ends of the political spectrum (Brown et al., 2012).
Digital Authoritarianism and Information Controls in Turkey
During the third term of the AKP (Justice and Development Party) in 2011, Turkey witnessed a shift towards increasing populist authoritarianism. Since then, the dissidents and critics of the AKP government have been framed and demonised as the enemies of the Turkish people (Yilmaz and Bashirov, 2018).
Initially, the government targeted conventional media outlets, subjecting them to various tactics employed by President Erdogan (Yanardagoglu, 2018). Many critical media organizations were forced out of business, and their assets were taken over by pro-government entities. The persecutions both preceding and after the state of emergency in 2016 heightened, leading to the confiscation of media groups like the Gulen-linked Samanyolu Group, Koza Ipek Group, and Feza Publications (Timucin, 2021; BBC 2016). These actions effectively created a clientelist relationship between the government and the media, as anti-government entities were closed and transferred or sold to pro-government supporters (Yilmaz and Bashirov, 2018).
The government’s dominance over traditional media outlets served as the foundation for Erdogan’s digital authoritarianism, granting the government control over the “formal” form of digital media (Timucin, 2021). Faced with limitations in conventional media, the public turned to online sites, alternative media, and social media platforms in search of reliable news and information.
The Gezi Park protests in 2013 marked a significant moment in Turkey’s social movements and the role of social media activism. These protests initially started as a peaceful sit-in at Gezi Park to oppose the demolition of trees for a shopping mall construction but quickly escalated into one of the largest civil unrests in Turkey’s recent history. During the early days of the protests, traditional media outlets did not provide adequate coverage, leading people to seek alternative sources of information. Social media platforms played a crucial role as a source of news, organization, and political expression, particularly among urban, tech-savvy youth (Yesil et al., 2017). The number of Twitter users in Turkey skyrocketed from an estimated 2 million to 12 million during the protests (Ozturk, 2013; Varnalı and Görgülü, 2015). Social media allowed for a more decentralized and inclusive form of communication during the protests, as it facilitated the rapid dissemination of information and bypassed traditional media gatekeepers (O’Donohue et al., 2020).
The corruption scandal in December 2013 was another event where social media played a crucial role in shaping public opinion and disseminating information. Government opponents utilized social media platforms to share incriminating evidence of corruption involving President Erdogan, his party, and his cabinet. In response, the ruling AKP adopted a heavy-handed approach, detaining Twitter users and implementing bans on platforms such as Twitter and YouTube. The government positioned social media as a threat to Turkey’s national unity, state sovereignty, social cohesion, and moral values (Yesil et al., 2017; Kocer, 2015).
In recent years, Turkey has made efforts to assert control over social media platforms and internet service providers. In 2020, a “disinformation law” was introduced, pressuring these entities to remove “disinformation” from online platforms. Proposed changes to Article 19 in 2022 aim to enhance control over the cyber space, granting more powers to the Information and Communication Technologies Authority (BTK) to regulate the internet. These developments indicate Turkey’s increasing efforts to curb the flow of information, maintain a favorable narrative, and suppress dissenting voices, potentially impacting freedom of expression and the right to access information in the country.
The increasing level of digital governance in Turkey has manifested in various forms, leading to significant consequences. Content regulation has played a crucial role in the government’s efforts to control the internet. Bodies such as BTK have been granted the power to block access to online content deemed threatening. This has created a climate of increased pressure on internet service providers to comply with the state’s requests regarding content removal and access to personal user data. Failure to adhere to these obligations can result in penalties or even the revocation of licenses. There are also speculations that service providers may face bandwidth reduction and limitations on advertisements as a means of exerting further control.
Furthermore, cybercrime provisions intended to safeguard against hacking and online harassment have been instrumentalized by the state to gather user information for investigation, prosecution, and cooperation with “international entities.” Individuals found guilty of online offenses can be brought to court and punished under specific articles of the Turkish Penal Code.
In summary, the government introduced legal restrictions, content removal requests, website and social media platform shutdowns, prosecution of internet users, state surveillance, and disinformation campaigns. These measures have resulted in a significant decline in internet freedom and the rise of digital authoritarianism in Turkey between 2013 and the controversial coup attempt in July 2016.
Technical Instruments and Surveillance Methods to Monitor and Control Cyberspace
The Erdogan regime has employed various technical instruments and surveillance methods to monitor and control online activities. Reports indicate that Western companies provided spyware tools to Turkish security agencies, which have been in use since at least 2012. These tools include Deep Packet Inspection (DPI) technology, enabling surveillance of online communications, blocking of online content, and redirecting users to download spyware-infected versions of software like Skype and Avast. Additionally, the Remote-Control System and FinFisher spyware programs are used for extracting emails, files, passwords, and controlling audio and video recording systems on targeted devices (Privacy International, 2014; Yesil et al., 2017; CitizenLab, 2018; AccessNow, 2018).
The Erdogan regime also established a “Social Media Monitoring Unit,” a specialized police force responsible for monitoring citizens’ social media posts. There is also a group known as AKtrolls, who can act as informants and report social media posts of targeted users to security agencies, potentially leading to arrests. The AKP has also formed a team of “white hat” hackers, ostensibly for enhancing Turkey’s cyber-defense. Furthermore, civilian informants have been mobilized for internet surveillance, with ordinary citizens encouraged to spy on each other online, creating a culture of “online snitching” (Yesil et al., 2017). This pervasive surveillance approach, utilizing both software and social-user-based surveillance, creates a climate of self-censorship and vigilance among users (Saka, 2021; Morozov, 2012).
The National Intelligence Organization of Turkey (MİT) has been granted extended surveillance powers, both online and offline, following the post-Gezi Park protests. Law No. 6532 allowed MİT to collect private data and information about individuals without a court order from various entities. The law also granted legal immunity to MİT personnel and criminalized the publication and broadcasting of leaked intelligence information. MİT operates within the authoritarian state’s chain of command. Given MİT’s lack of autonomy, it is highly likely that the Erdogan regime exploits the agency’s expanded powers for unwarranted surveillance, political witch hunts of dissidents, journalists, and even ordinary online users, aiming to suppress any online criticism (Yeşil, 2016).
In October 2015, the AKP implemented the “Rewards Regulation,” which offered monetary rewards to informants who assisted security agencies in the arrest of alleged terror suspects. This measure encouraged journalists, NGOs, and citizens to monitor online communications and report dissenting individuals (Zagidullin et al., 2021).
The Turkish police introduced a smartphone app and a dedicated webpage that allowed citizens to report social media posts they deemed as terrorist propaganda. The main opposition party claimed that the police prepared summaries of proceedings for 17,000 social media users, and they were attempting to locate the addresses of 45,000 others (Eldem, 2023). Consequently, the state of emergency (SoE) decrees following controversial coup attempt in 2016 further tightened the government’s control over the internet. Decree 670 granted “all relevant authorities” access to all forms of information, digital or otherwise, about alleged coup suspects and their families. Decree 671 empowered the government to take any necessary measures regarding digital communications provided by ISPs, data centers, and other relevant private entities in the name of national security and public order. Finally, Decree 680 expanded police powers to investigate cybercrime by requiring ISPs to share personal information with the police without a court order (Topak, 2019; Yesil et al., 2017; Eldem, 2023).
Prior to Turkey’s presidential and parliamentary elections in 2023, Turkish prosecutors initiated investigations into social media users accused of spreading disinformation aiming to create fear, panic, and turmoil in society. The Ankara Chief Public Prosecutor’s Office launched an investigation into the Twitter account holders who allegedly collaborated to spread disinformation, potentially reaching around 40 million social media users (Turkish Minute, 2023).
The Erdogan regime has significantly expanded its online censorship toolkit through legislative amendments passed in October 2022 (HRW, 2023). As an example of the restrictions imposed, on May 14, 2023, Twitter announced that it was restricting access to certain account holders in Turkey to ensure the platform remains available to the people of Turkey.
AKtrolls
The Erdogan regime responded to critical voices on social media during the Gezi Protests by employing political trolls. This strategy of political trolling, whether carried out by humans or algorithms, is closely associated with Russia and has been adopted by AKP’s trolls, known as AKtrolls, who exhibit similarities to Kremlin-operated networks. The deep integration of political trolling within the political system and mainstream media in Turkey has been highlighted in a study by Karatas and Saka (2017). These trolling practices are facilitated through the collaboration of political institutions and media outlets. Trolls act as precursors, disseminating propaganda and testing public opinion before mainstream political figures introduce favored populist policies and narratives.
The AKP’s troll army was initially established by the vice-chairman of the AKP and primarily consisted of members from AKP youth organizations. Over time, it has grown into an organization of 6,000 individuals, with 30 core members responsible for setting trending hashtags that other members then promote. Many of these trolls are graduates of pro-AKP Imam Hatip schools. It is worth noting that these trolls receive financial compensation, and there are indications that pro-AKP networks provide additional benefits to successful trolls, including entities like TRT (Turkish Radio and Television) and mobile phone operator Turkcell.
The first network map of AKtrolls was provided by Hafiza Kolektifi, a research collective based in Ankara, in October 2015. This map revealed the close connections among 113 Twitter accounts, including not only ordinary trolls but also politicians, advisors to President Erdogan, and pro-government journalists. The map was created based on the analysis of a popular and aggressive troll named @esatreis, who was identified as a youth member of the AKP. By monitoring the users followed by @esatreis using the Twitter Application Programming Interface (API) and conducting in-depth network analysis, two distinct groups were identified. The first group consisted of politicians, Erdogan’s advisors, and pro-government journalists, while the second group comprised anonymous trolls using pseudonyms. The study demonstrated that @esatreis acted as a bridge between the troll group and the politicians/journalists, with Mustafa Varank, an advisor to Erdogan and currently the Minister of Industry and Technology, serving as a central connection node between these two groups (Karatas & Saka, 2017).
It was revealed that politicians and state officials maintained their own anonymous troll accounts, in addition to their official ones. Instances have surfaced where AKP officials were caught promoting themselves through fake accounts. For instance, Minister of the Environment and Urbanization Mehmet Ozhaseki and AKP’s Bursa Mayor Recep Altepe were exposed for sharing supportive tweets mentioning themselves mistakenly from their official accounts instead of their fake ones. Another case involved AKP deputy Ahmet Hamdi Çamlı, who inadvertently opened his front camera while live-streaming parliamentary discussions with a fake account using a female name (@YelizAdeley) and a teenager’s profile photo. Within the AKP, different trolls seem to specialize in specific subjects aligned with the party’s policies and strategies. For example, accounts such as @WakeUpAttack and @UstAkilOyunlari fabricate conspiracy theories related to international affairs, while @AKKulis shares tweets from state officials and provides updates on AKP’s latest news and activities. Another troll account, @Baskentci, shared lists of journalists to be detained and media outlets to be shut down, as well as advanced information on post-coup attempt decisions (Tartanoglu, 2016).
AKP trolls specifically target and disrupt social media users who express opposition to the ruling party, openly identifying themselves as its supporters. While they are known within party circles, they remain anonymous to outsiders. However, some trolls, driven by rewards and recognition within their social networks, choose not to conceal their identities. In fact, Sözeri (2016) describes how certain pro-government journalists themselves act as political trolls and even lead the attacks. It is important to note that political trolls are not necessarily anonymous or isolated individuals. When aligned with a ruling party led by a president with increased powers, many trolls shed their anonymity, and some even threaten legal action when called out as trolls (Saka, 2021). Realizing that such tactics were not improving the AKP’s popularity, the party changed its approach just before the 2015 general elections by establishing the New Turkey Digital Office, which focused on more conventional forms of online propaganda (Benedictus, 2016).
The proliferation of digital disinformation coordinated networks of fake accounts, and the deployment of political trolls have had a significant impact on online discourse in Turkey, hindering the free expression of critical voices and fostering an environment of manipulation and propaganda. Much like the Russian “web brigades,” which consist of hundreds of thousands of paid users who post positive comments about the Putin administration, Erdogan regime also recruited an “army of trolls” to reinforce the declining hegemony of the ruling party shortly after the Gezi Park protests in 2013 (Bulut & Yoruk, 2017). Their objective is to discredit, intimidate, and suppress critical voices, often resorting to labelling journalists and celebrities as “traitors,” “terrorists,” “supporters of terrorism,” and “infidels.” Consequently, Twitter has transformed into a medium of government-led populist polarization, misinformation, and online attacks since the Gezi protests (Bulut & Yoruk, 2017). The situation worsened after the events of 2016, exposing critical voices to open cyberbullying by trolls and intensifying their persecution (Saka, 2021).
One prevalent form of political trolling is the deliberate disruption of influential voices on Twitter who contribute to politically critical hashtags or share news related to potential emergencies. Trolls and hackers primarily target professional journalists, opposition politicians, activists, and members of opposition parties. AKtrolls repeatedly attack and disturb these individuals using offensive and abusive language, labelling them as terrorists or traitors, intimidating them, and even threatening arrest. However, ordinary citizens who participate on Twitter with non-anonymous profiles are also vulnerable targets for AKtrolls. Being targeted by trolls often leads to individuals quitting social media, practicing self-censorship, and ultimately participating less in public debates (Karatas & Saka, 2017).
AKtrolls specifically target critical voices that share undesirable content or use specific hashtags. They employ tactics such as posting tweets with humiliating, intimidating, and sexually abusive insults. Doxxing, the act of revealing personal and private information about individuals, including their home addresses and phone numbers, is also a common strategy employed by AKtrolls. In some cases, AKtrolls may have connections to the security forces, particularly the police. Additionally, hacking and leaking private direct messages have been popular tactics used to discredit opposing voices on Twitter. Pro-AKP hackers affiliated with the AKtrolls have targeted numerous journalists. The initial stage often involves hacking into the journalist’s Twitter account and posting tweets that apologize to Erdogan for criticism or betrayal. Furthermore, AKtrolls frequently engage in collective reporting to Twitter in an attempt to suspend or block targeted Twitter handles (Karatas & Saka, 2017).
A significant event within the ruling AKP was the forced resignation of then-Prime Minister Ahmet Davutoglu by Erdogan. Prior to his resignation, an anonymous WordPress blog titled the “Pelikan Declaration” emerged, accusing Davutoglu of attempting to bypass Erdogan’s authority and making various allegations against him. This declaration was widely circulated by a group of AKtrolls who later became known as the “Pelikan Group.” It is worth noting that this group had close ties to a media conglomerate managed by the Albayrak Family, particularly Berat Albayrak, Erdogan’s son-in-law and Turkey’s former Minister of Economy, as well as his elder brother and media mogul Serhat Albayrak (Saka, 2021).
AKbots
The Erdogan regime extensively utilizes internet bots, which are software applications running automated tasks over the Internet, to support paid AKtrolls (Yesil et al., 2017). Researchers have demonstrated that during the aftermath of the Ankara bombings in October 2015, the heavy use of automated bots played a crucial role in countering anti-AKP discourse. Twitter even took action to ban a bot-powered hashtag that praised President Erdogan, leading Turkish ministers to claim a global conspiracy against Erdogan (Hurriyet Daily News, 2016; Lapowsky, 2015).
The use of automated bots differs from having multiple accounts in terms of scale. The presence of bots becomes noticeable when a message is replicated or retweeted to more than a few hundred other accounts. It is worth noting that as of November 2016, Istanbul and Ankara ranked as the top two cities for AKbot usage, according to the major internet security company Norton (Paganini, 2016; Yesil et al., 2017; Eldem, 2020).
Furthermore, DFRLab(2018) has revealed that many tactics, including doxing (revealing personal information), are employed through cross-platform coordination. It is important to recognize that in the Turkish context, the influence of AKtrolls extends beyond internet platforms and involves close cooperation with conventional media outlets under Erdogan’s control (Saka, 2021). In October 2019, DFRLab identified a network of inauthentic accounts that aimed to mobilize domestic support for the Turkish government’s fight against the Kurdish People’s Protection Units (YPG) in Syria (Grossman et al., 2020). This network involved fabricated personalities created on the same day with similar usernames, several pro-AKP retweet rings, and centrally managed compromised accounts that were utilized for AKP propaganda. The tweets originating from these accounts criticized the pro-Kurdish HDP, accusing it of terrorism and employing social media manipulation. The tweets also targeted the main opposition party, CHP.
Additionally, the accounts promoted the 2017 Turkish constitutional referendum, which consolidated power in Erdogan, and sought to increase domestic support for Turkish intervention in Syria. Some English-language tweets attempted to bolster the international legitimacy of Turkey’s offensive in October 2019, praising Turkey for accepting Syrian refugees and criticizing the refugee policies of several Western nations. The dataset of accounts included individuals who appeared to be leaders of local AKP branches, members of digital marketing firms, sports fans, as well as clearly fabricated personalities or members of retweet rings (Grossman et al., 2020).
In 2019, a significant proportion of the daily top ten Twitter trends in Turkey were generated by fake accounts or bots, averaging 26.7 percent. The impact was even higher for the top five Twitter trends, reaching 47.5 percent (Elmas, 2023). State-organized hate speech, trolls, and online harassment often go unchecked (Briar, 2020).
In 2020, Twitter took action to remove over 7,000 accounts associated with the youth wing of the ruling AKP. These accounts were responsible for generating more than 37 million tweets, which aimed to create a false perception of grassroots support for government policies, promote AKP perspectives, and criticize its opponents. Many of these accounts were found to be fake, while others belonged to real individuals whose accounts had been compromised and controlled by AKP supporters. Fahrettin Altun, Erdogan’s communications director, issued threats against Twitter for removing this large network of government-aligned fake and compromised accounts (Twitter Safety, 2020; HRW, 2023a).
A study published in the ACM Web Conference 2023 identified Turkey as one of the most active countries for bot networks on Twitter. These networks were found to be pushing political slogans as part of a manipulation campaign leading up to the 2023 elections. Alongside the reactivated bots, the main opposition presidential candidate, Kilicdaroglu, warned about the circulation of algorithmically fabricated audio or video clips aimed at discrediting him (Karatas & Saka, 2017).
Bots on social media engage in malicious activities such as amplifying harmful narratives, spreading disinformation, and astroturfing. Elmas (2023) detected over 212,000 such bots on Twitter targeting Turkish trends, referring to them as “astrobots.” Twitter has purged these bots en masse six times since June 2018. According to Elmas’ study, the percentage of fake trends on Twitter varied over time. Between January 2021 and November 2021, the average daily percentage of fake trends was 30 percent. After Twitter purged bots around November 2021, the share of fake trends decreased to 10 percent in March 2022. However, it started to rise again and reached 20 percent by November 2022. As of April 7, 2023, just before the 2023 Turkish election, the attacks continued, and the percentage of fake trends fluctuated between 35 percent and 9 percent (on weekends). Notably, many bots in the dataset were silent, meaning they did not actively post tweets. Instead, they were used to create fake trends by posting tweets promoting a trend and immediately deleting them. This silent behaviour makes it challenging for bot detection methods to identify them, with 87 percent of the bot accounts remaining silent for at least one month (Elmas, 2023).
In May 2023, during the election month, Turkey saw 145 million tweets shared from 12,479,000 accounts, with 23 percent of these identified as bot accounts by the Turkish General Directorate of Security. An examination of the top 10 trending hashtags revealed that 52 percent of accounts using these hashtags were bot accounts (Bulur, 2022). It was also reported that approximately 12,000 Russian- and Hungarian-speaking Twitter accounts had been reactivated, along with reactivated Turkish-speaking accounts, accompanied by numerous bot followers to amplify their posts. Although only 27 percent of the Turkish population is believed to use Twitter, the impact is significant, with 20 percent of the trending topics on Turkish Twitter in 2023 being manipulated and not reflective of public discourse. A dataset covering the period from 2013 to 2023 indicated that 20 to 50 percent of trending topics in Turkey were fake and primarily propelled by bots (Soylu, 2023, Unker, 2023).
Hackers
Photo: Shutterstock.
The Erdogan regime’s extensive investments in domestic and global information operations, include the recruitment of hackers worldwide. The regime has also established a “white hat” hacker team ostensibly for enhancing Turkey’s cyber-defense (Yeşil et al., 2017). However, there are suspicions that this team has been utilized offensively to silence government critics (Cimpanu, 2016).
The private Cihan News Agency, known for its accurate and swift reporting of Turkish election results since the 1990s, faced a significant cyberattack for the first time during the local elections on March 30, 2014, raising concerns about election security (Haber Turk, 2014). Opposition newspapers, including Zaman, Taraf, and Cumhuriyet, which faced similar cyberattacks, pointed to Ankara as the source of these attacks, raising discussions about the state and service providers’ negligence and potential involvement (Akyildiz, 2014).
A similar situation recurred during the 2015 general elections when concerns about the Erdogan regime manipulating election results intensified. On the evening of June 7, 2015, during the ballot counting, a cyberattack targeted the Cihan News Agency, disrupting its services. Zaman newspaper reported that the attack was linked to a special team established within TÜBİTAK, with connections to foreign countries established through TÜBİTAK computers and botnet networks used to direct the attacks and obscure the source (Internet Haber, 2015).
Starting from 2009, Erdoganist hackers also targeted numbers of western countries whose politicians expressed anti-Islamic views or criticized Erdogan regime in Turkey (Souli, 2018; Hern, 2017; Space Watch, 2018; Goud, 2018). In a striking illustration of how cyber activities often align with geopolitics, the Turkish hacktivist group Ayyildiz Tim faced accusations of hacking and taking control of the social media accounts of prominent US journalists in 2018. Their aim was to disseminate messages in support of President Erdogan. These cyber incidents unfolded amidst a period of notably strained US-Turkish ties. Additionally, Turkey grappled with an economic crisis, widely attributed to Erdogan’s ill-advised economic policies, although he consistently laid the blame on the US. The US-based cybersecurity firm CrowdStrike exposed the activities of Ayyildiz Tim, a group active since 2002. There is evidence indicating potential ties between Ayyildiz Tim and security forces loyal to Erdogan (Space Watch, 2018; Goud, 2018).
In January 2023, a Turkish hacker collective known as “Türk hackteam” initiated a call for cyberattacks targeting Swedish authorities and banks, coupled with a warning, stating, “If you desecrate the Quran one more time, we will begin spreading sensitive personal data of Swedes” (Hull, 2023). Several prominent Swedish websites reportedly suffered temporary outages due to DDoS attacks, with responsibility for these attacks claimed by the Turkish hacker group Türk Hack Team. Identifying themselves as nationalists, they alleged their lack of affiliation with Erdogan, who had previously stated that Sweden should not expect Turkish NATO support after the Quran incident (Skold, 2023).
Meanwhile, in the lead-up to the 2023 presidential elections, Turkey’s primary opposition leader and presidential candidate, Kilicdaroglu, made allegations that the ruling AKP had engaged foreign hackers to orchestrate an online campaign against him, employing fabricated videos and images (Turkish Minute, 2023a).
Demonstrating the Erdogan regime’s keen interest in hacking endeavors, an annual event known as “Hack Istanbul” has been hosted by Turkey since 2018. This unique competition challenges hackers worldwide with sophisticated real-world cyberattack scenarios crafted under the guidance of leading global experts (Hurriyet Daily News, 2021). The Turkish Presidency’s Digital Transformation Office has been responsible for organizing these hacking competitions, which offer substantial financial rewards. Furthermore, the regime has initiated Cyber Intelligence Contests as part of its training campaigns, effectively expanding the pool of individuals with cybersecurity skills (Cyber Intelligence Contest, 2021).
Conclusion
The evolution of information controls in Turkey began with first-generation techniques, such as censorship and content filtering, aimed at restricting access to specific websites and online platforms. However, as technology advanced, the government adopted more sophisticated methods. One prevalent tool has been the instrumentalization of legislation, through which laws have been enacted to curtail online freedoms and enable state surveillance. Additionally, regulatory bodies, originally intended to ensure fair practices, have been weaponized to enforce censorship and impose restrictions, eroding the independence of online platforms. Furthermore, the Turkish government has resorted to tactics like shutdowns, throttling, and content removal requests to suppress dissenting voices and control the flow of information.
In the third generation of information controls, Turkey has focused on establishing a sovereign national cyber-zone characterized by extensive surveillance practices. Advanced technologies have been employed to monitor online activities, creating a pervasive atmosphere of surveillance and curtailing privacy rights. Critical netizens, including activists, journalists, and dissidents, have faced targeted persecution, enduring harassment, intimidation, and legal prosecution to silence opposition and stifle open discourse. Moreover, regime-sponsored (dis)information campaigns have played a significant role in shaping the digital narrative.
Central to the concept of digital authoritarianism in Turkey is the extensive deployment of internet bots and automated tools. The use of internet bots, fake accounts, and orchestrated campaigns for political manipulation is indeed pervasive in Turkey, particularly in shaping public opinion, supporting government policies, and undermining political opponents. Numerous studies have revealed the extensive deployment of automated bots by the Erdogan regime and its supporters to amplify government propaganda, counter anti-government narratives, and create a false perception of grassroots support.
The deployment of individuals known as “AKtrolls” has been used to disseminate pro-government propaganda and attack dissenting voices. Automated bots have been utilized to amplify certain narratives while suppressing opposing viewpoints, distorting the digital discourse, and undermining the integrity of online discussions.
As the Turkish political landscape evolves, the role of social media in shaping public opinion and electoral outcomes remains a critical concern. The elections intensified the battle for online influence, with the government attempting to purchase accounts and engage with dark web groups. The landscape of online manipulation in Turkey is further complicated by the prevalence of fake accounts, compromised profiles, and silent bots that intermittently generate and promote false trends. Silent accounts, which quickly delete tweets, evade detection, making it challenging to identify them.
Additionally, the manipulation of social media in Turkey has a transnational dimension, with instances of foreign interference and coordinated campaigns coming to light. The use of extensive networks of fake or compromised accounts to amplify certain political views or spread false information on social media has become increasingly prevalent, particularly during politically sensitive periods like elections. Many of these coordinated networks are dedicated to promoting pro-Erdogan perspectives, and the regime occasionally presents their artificial presence as evidence of grassroots support for its policies.
Funding: This research was funded by Gerda Henkel Foundation, AZ 01/TG/21, Emerging Digital Technologies and the Future of Democracy in the Muslim World.
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In anticipation of the upcoming 2024 European Elections, let’s take a closer look at the political landscape of Europe. The rise of populism has steadily gained momentum since the 2014 elections. The 2019 European Elections demonstrated the sustained growth of populism, which is associated with Euroscepticism. How will this trend influence the 2024 elections? This analysis explores the implications of populism for the 2024 elections within the broader context of Euroscepticism, the COVID-19 pandemic, and migration pressures. It will argue that Euroscepticism is linked to reactionary emotional responses to global challenges and changes. The psychological drivers of populism, such as fear, anger, and mistrust, have influenced the political climate, exacerbated by social media. The article underscores the need for EU member states to address these issues and strive for political consensus to foster trust in democratic institutions and counter the populist wave.
The European elections are approaching, with the date set for June 6-9, 2024. They are one of the most critical procedures for the European Union (EU), producing MEPs of the European Parliament, who participate in revising the regulations proposed by the European Council and are also responsible for electing the Head of the European Commission. European Parliament is the only institution directly elected by the people of the Union’s member-states and, therefore, monitors compliance with the EU’s Charter of Fundamental Rights and highlights problems and violations in Member States (European Parliament, 2020).
In light of the upcoming elections in 2024, it is helpful to reflect on what is taking place in Europe today and what could be done. The 2019 European election showed that populism, which seemed to be established in the 2014 elections, has not ceased, but on the contrary, has risen significantly since. Thus, it is of great interest to better understand how this trend will be in the upcoming 2024 European elections, as populism is not only a European tendency but is a phenomenon that progressively spreads around the globe.
Within the European structure, populist parties are closely linked to Euroscepticism. Euroscepticism is a broad sense, it’s as vague as populism. It emerged as a term to describe those who were sceptic about the governing model of the EU – those who opposed the further integration of their countries (ECPS, 2020). However, Majistorovic (2022) argues that Euroscepticism became a broad term used as a reference for hostile sentiments and actions against democracy. Hence, observing Eurosceptic rhetoric expressed by parties and party members will help us measure populism in Europe.
According to Treib (2021), there was a rise in Eurosceptic parties (who previously emerged in the 2014 elections) in the 2019 elections. While in 2019, there were some concerns about the size of the populist parties in the European Parliament, as results showed, there was no significant change. In 2019, more than 28 percent of MEPs belonged to populist/Eurosceptic parties (Treib, 2021: 177). Within the European Parliament, there are two major party groups, which have traditionally been in the lead – the EPP (European People’s Party (Christian Democrats)) and the S&D (Progressive Alliance of Socialists and Democrats in the European Parliament). Smaller party groups are Renew Europe, ID, Greens, ECR, GUE/NGL and NI (non-attached). The two major groups (European Parliament, 2019), the EPP and the S&D in the previous elections sustained some damage in the last elections, but the populist parties did not benefit from it. Interestingly, though, populist parties seemed to turn further to the right than the left. In total, in the 2019 European elections, after Brexit, 185 populist MEPs were elected, from whom, 112 were in the radical-right sphere – a number significantly bigger than the radical left populists which have 20 seats in the European Parliament (Treib, 2021: 177-179).
In 2023, after the Covid-19 pandemic and its restrictions, along with refugee pressures and inflation plaguing the world, there seems to be a concerted shift of Europe to the right, with the rise of right-wing coalitions with far-right parties across Europe (Lynch, 2023). Silver (2022) presents an extensive graph showing that since 2000, the populist trend from Greece to Sweden has progressively grown. Bergmann (2020) argues that nationalist populism emerges after a major crisis. The above is verified in Silver (2022), as especially after the economic crisis in 2008, there is a simultaneous upward trend in most European countries, but also the emergence of populist parties, such as Syriza (Greece), and Podemos (Spain). Populist parties, according to both Silver (2022) and Bergmann (2020), appeared after the migration flows in 2015. So now, after a major crisis, it is “natural” for populist parties to gain more strength and spread, especially since many countries have been unable to “recover from the shock” of 2015.
Populism in Member States
The top five radical right populist parties (by MEPs) are Lega (Italy), National Rally (France), Fidesz (Hungary), AfD (Germany) and Brothers of Italy (Treib, 2021: 178). Lega is the now ruling party of Italy, National Rally is the second party in France, and Fidesz is still the government of Hungary. On the national level, according to Silver (2022), AfD in Germany, as well as SYRIZA in Greece, for example, dropped dramatically since the previous national elections. However, in Germany, the most critical country in the European Union (in terms of administration), there seemed to be a twist, as the AfD came third in the state elections in Bavaria and Hesse, behind the CDU and CSU (Burchard and Angelos, 2023). The trend for AfD is upwards as polls show the party leading in the former East Germany with 28 percent. It is also expected to come first in the upcoming parliamentary elections in Brandenburg Thuringia and Saxony (Angelos, 2023).
In Greece, for example, SYRIZA is the opposition party but lost a fair share of votes. In the 2023 national elections, it’s the first time that three far-right populist parties made their way into the Greek Parliament. The first of them is a party named Spartans – which is a successor to the Nazist party Golden Dawn (which was in the European Parliament as well in 2014). Second came the Greek Solution – a party already in the parliament since the 2019 elections, and third came Victory (NIKI in Greek). The three combined are over 10 percent of the parliamentary seats (34 out of 300) (Ministry of Interior, 2023).
In 2023, in the elections held in the Netherlands, the populist BBB (Farmer – Citizen Movement) party, was the big winner, as it got 19 percent of the votes, securing seats in the parliament (Henley, 2023). Netherlands’ economy is based on the farming industry, as the agricultural sector exports around €65 billions of agricultural produce per year (Ministerie van Economische Zaken, 2023). The rise of BBB is due to Rutte’s government, which wanted to pass a law to reduce nitrogen emissions by 50 percent by 2030, as the Dutch soil is severely polluted by nitrous oxide, ammonia or nitrate emission (Vallet, 2022). Farmers felt attacked and started protesting shortly after the announcement of the new policy. In the Netherlands’ case, it is evident that anger and resentment towards the government were the cause of the BBB party’s rise in the elections.
Psychology of Populism
The above cases serve as examples, to show two things. First, it provides evidence that populism is a growing phenomenon within the European Union. Second, the Netherlands example shows that the emergence of BBB is due to negative feelings in a significant portion of the population. Maybe the case of the Netherlands can explain the rise of populism in other EU countries.
Fear and anger are powerful emotions, believed to be the primary emotions fueling support for populist parties (Rico et al., 2017). Fear is a means for populist leaders, according to Müller (2022), but also, to some extent, it seems to be the raison d’être of their social and political existence. Anxiety stems from insecurity or rapid social and economic change. Due to the fear of the unknown, people turn to populist movements, which keeps the vicious cycle of populist tendencies and trends running (Rico et al., 2017). Nowadays, fear and anxiety are systemically being cultivated in societies, mainly via social media.
According to Rico et al. (2017: 446): “The basic principle of evaluation is that people’s reactions to stimuli depend largely on the conscious and preconscious interpretations that each individual makes of a situation. [..] the way in which people appraise the environment in connection with their personal goals ultimately determines which particular emotion is aroused.” After a long period of economic instability within the euro area, which also caused intra-EU migration, the refugee influxes of 2015 brought the situation to a head. In the same period, terrorist attacks in Paris and Spain, for example, did not work in favor of the difficult situation created, as the European Asylum System proved problematic in managing the situation.
Migration is a topical issue within the EU and inevitably a main factor in favor of populism. In the past few days, the EU tried to settle the irregular migration. In the pre-agreed text of the deal that was about to be sealed in Granada, Spain, on the 5th and 6th of October 2023, Poland and Hungary opposed the hosting of migrants from Middle East or Africa, while Slovakia, Czech Republic and Austria abstained in the final vote (Baczynska, 2023). In Granada, Hungary and Poland refused to sign the final text, forcing the EU to drop the migration deal (Caulcutt et al., 2023).
Thoughts on the Upcoming Elections
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.
The preceding analysis and examples serve as an indicator which based on comparative analysis. Thus, it shows how the populist parties of the 2019 elections are holding up today. The only way to predict the results of the European elections is to observe the political trends and results of the national elections. The results of the national elections usually indicate the results of the European elections, as there are no significant discrepancies as to which parties will enter the European Parliament.
The aftermath of the pandemic and war fueled fear, anger, and anxiety, promoted even more via social media. Social media can have a positive impact on politics, as a venue to transmit information and exchange opinions. On the other hand, it can undermine democracy by spreading mistrust about democratic institutions and civil society. This was evident, in social media about growing public opinion against the governments and their policies to tackle the pandemic, especially during the Covid-19 restrictions. Mistrust towards democratic institutions is a fuel that keeps populism going.
Mistrust can also be transformed into anger. Anxiety and insecurity first appeared among the left-wing populist parties in the countries most heavily affected by the 2008 economic crisis (Podemos – Spain, SYRIZA – Greece). Populist parties after 2015 were mainly right and far-right parties due to a need for shielding and securing European societies from refugees and migrants. This “second wave” grew in northwestern Europe (France, Netherlands, Germany, etc.), but also, in Greece and Italy, for example, more right-wing populist parties began to rise, as both countries suffered the heaviest pressures with the 2015 flows.
All in all, it seems that in these elections, populist parties will not cease. Either the number of populist parties will remain the same, or increase. If the Member States and the EU don’t work towards stabilizing societies, the turmoil will continue to benefit the populist parties. On one hand, it seems almost impossible for the EU to achieve such a goal within the next six months. On the other hand, the sooner states start developing a political consensus to sort out their problems and differences, the sooner the EU will prove that citizens should trust the institutions and their governments – that a proper democratic solution can be found.
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Rico, G., Guinjoan, M. & Anduiza E. (2017). “The Emotional Underpinnings of Populism: How Anger and Fear Affect Populist Attitudes.” Swiss Political Science Review. August 2017. Vol. 23. No. 4. Pp. 444 – 461. DOI: 10.1111/spsr.12261.
Treib, O. (2021). “Euroscepticism is here to stay: what cleavage theory can teach us about the 2019 European Parliament elections.” Journal of European Public Policy. Vol, 28. no. 2. pp. 174-189. March 9, 2021. DOI: 10.1080/13501763.2020.1737881
Bachtiar, Hasnan. (2023). “Indonesian Islamist populism and Anies Baswedan.” Populism & Politics (P&P). European Center for Populism Studies (ECPS). October 9, 2023. https://doi.org/10.55271/pp0025
Abstract
Anies Baswedan emerges as a pivotal figure in Indonesian Islamist populism, notably for his role in defeating Basuki Tjahaya Purnama (Ahok) in the 2016 Jakarta gubernatorial election and his involvement in the criminalization of Ahok’s blasphemy case. His influence has fueled the rise of Islamist populism in the post-reform democratization era. Anies’s recent announcement as the National Democratic Party’s (Nasdem) presidential candidate for the 2024 election positions him against Ganjar Pranowo and Prabowo Subianto. This article scrutinizes Anies’s prospects in the 2024 presidential election, exploring whether he continues to employ identity politics and Islamist ideologies to attack political opponents and what his overall stance is regarding Islamist populism. It raises pertinent questions about the impact of these developments on Indonesian democracy, pondering whether the looming challenges will culminate in storms or pave the way for clearer skies in the nation’s democratic landscape.
By Hasnan Bachtiar*
Scholarly discourse on the future of democracy in Indonesia frequently paints a grim picture, characterized by regression (Hadiz, 2017; Warburton & Aspinall, 2019; Aspinall & Mietzner, 2019). Thomas P. Power (2018) even confidently highlights the emergence of authoritarian tendencies within the Joko Widodo (Jokowi) administration in response to a conservative shift and the concurrent rise of Islamist populism that threatens his authority. Jokowi’s argument revolves around the notion that economic development necessitates social and political stability, akin to the approach adopted during the Suharto regime. In the name of stability, that era witnessed the emergence of the ‘Reformasi 1998’ political style and people power, ultimately leading to the downfall of authoritarianism. However, the contemporary global context presents additional challenges, as countries worldwide grapple with the economic fallout of the Covid-19 pandemic.
A year later, as economic recovery seemed promising, the Russian-Ukrainian conflict further exacerbated the global economic crisis. Consequently, the government shifted its focus from economic development to crisis management. To safeguard the success of Jokowi’s development initiatives, diverse strategies have been employed to secure investment programs, including the contentious Omnibus Act, designed to offer added protection to investors (Mahy, 2022). These laws, which are imperfect and often detrimental to the populace, have faced critical opposition, particularly from people involved in populist movements. This unfolding situation occurs within a complex political landscape marked by the influence of oligarchic actors and persistent corruption. Consequently, the government has engaged in various negotiations, formed coalitions, and employed repression tactics tailored to the specific context, resulting in limited access to freedom for individuals and interest groups.
This intricate process also implicates various political actors and Islamist populism. Notably, Hizbut Tahrir Indonesia (HTI) and the Islamic Defenders Front (FPI) have swallowed bitter pills and faced government bans due to their perceived threat to state ideology and security. Both Islamist populist movements espouse anti-diversity and anti-minority religious ideologies. The FPI is further entangled in acts of intolerance, religious-based persecution, intimidation, often accompanied by violence and vigilantism. Its existence poses a challenge to democracy, albeit its dissolution raises concerns of repressive measures.
Anies Baswedan emerges as a key figure in Indonesian Islamist populism, propelled by his role in defeating Basuki Tjahaya Purnama (a.k.a. Ahok) in the 2016 Jakarta gubernatorial election and his involvement in Ahok’s blasphemy case (Mietzner and Muhtadi, 2018). He is a catalyst for the rise of Islamist populism, which has found particular expression in the post-reform democratization. Anies has been announced as the National Democratic Party’s (Nasdem) presidential candidate, poised to challenge Ganjar Pranowo and Prabowo Subianto in the 2024 presidential election (Shafira, 2022). This article delves into Anies’s prospects in the 2024 election, examining whether he still employs identity politics exploiting emotions and Islamist ideology to attack his political opponents, while also assessing his overall attitude towards Islamist populism. Ultimately, this article contemplates whether the looming clouds over Indonesian democracy will lead to rainstorms or yield clear skies.
Who is Anies Baswedan?
Jakarta Governor Anies Baswedan spoke about data on people infected with the Corona virus in City Hall on March 23, 2020 in Jakarta, Indonesia. Photo: Wulandari Wulandari.
Anies Baswedan, born on May 7, 1969, in Kuningan, West Java, is the son of Rasyid Baswedan (father) and Aliyah Rasyid (mother). Notably, he is the grandson of Abdurrahman Baswedan, a national hero, Masyumi figure, populist, and leader of a political movement that harnessed the power of Arab descendants to fight for Indonesian independence (Siallagan, 2022).
He commenced his undergraduate studies in economics at Gadjah Mada University, Yogyakarta, in 1995. Two years later, he completed his master’s degree in International Economic and Security Policy at the School of Public Affairs, University of Maryland, US. In 2005, he obtained his PhD in the field of politics from Northern Illinois University, with a thesis entitled “Regional Autonomy and Patterns of Democracy in Indonesia.”
Armed with this impressive academic background, Anies embarked on a teaching career at Paramadina University. This institution, guided by Indonesia’s esteemed figure of pluralism and tolerance, Nurcholish Madjid, instilled the values of virtue in higher education. Anies excelled in his role, ultimately becoming the most influential figure on campus. He served as the university’s rector and initiated the ‘Indonesia Mengajar’ program, renowned for inviting top volunteers from across the nation and deploying them to the farthest and most remote areas to serve as teachers in foundational schools.
Subsequently, Anies was appointed as the Minister of Education and Culture in Jokowi’s cabinet, although his tenure was interrupted by a reshuffle. Nevertheless, his career continued to flourish. He contested the 2016 Jakarta gubernatorial election, securing victory over the incumbent Governor Ahok and Agus Harimurti Yudhoyono (AHY), the son of former Indonesian President Susilo Bambang Yudhoyono (SBY). Leveraging his experience as the head of the capital, Anies emerged as a presidential candidate for the 2024 election under the Nasdem party ticket.
Anies and the 2024 Presidential Election
Poster in Yogyakarta, Indonesia supporting Anies Baswedan to become president on September 1, 2023. Photo: Mbah Purwo.
Anies could be portrayed as one of the intellectual actors who mobilized Islamist populism in the lead-up to the 2016 gubernatorial election and the 2019 presidential elections. He is often characterized as a figure involved in the intricate realm of politics, where space is provided for intolerant and discriminatory political actions. By employing the identity politics of Islamism, he advocated for the general will of the Muslim majority to stand against an unjust ruling regime. His political maneuvers were shaped by invoking the religious primordialism of the Islamist masses in their struggle against corrupt elites.
However, people tend to overlook his role as a political spokesperson for Jokowi in the 2014 presidential election (Akuntono 2014). He stood by Jokowi’s side and eventually assumed a prominent position in the cabinet, serving as Indonesia’s Minister of Education and Culture. In this context, Anies was aligned with the same political group that presents itself as the defender of diversity. Nevertheless, his political shift in 2016 led to a significant victory as the Governor of Jakarta, alongside his deputy, Sandiaga Uno. In 2019, he threw his support behind Prabowo Subianto and Sandiaga Uno, who were challenging Jokowi’s presidency. Despite their eventual defeat, both eventually found a place in Jokowi’s cabinet, as Minister of Defense and Minister of Tourism respectively.
As we approach the 2024 election, Anies’s electability has surged. According to Drone Emprit data, which analyzes the frequency of certain political figures’ names on Twitter using the keyword “Anies Baswedan,” he is the most discussed figure among the public (Rahman, 2022). However, it’s essential to assess what proportion of voters and Twitter users actively engage in campaign-related discussions, debates, and political discourse. Similarly, in polls conducted by various institutions, Anies consistently secures a place in the top three positions, competing with Prabowo and Ganjar Pranowo. With strong electability, Anies has been nominated as a presidential candidate by the Nasdem party.
Naturally, announcing his candidacy early, before other candidates are officially revealed, carries risks, particularly concerning the formation of coalitions with other parties. Currently, Nasdem is in a coalition with the Prosperous Justice Party (PKS) and the National Awakening Party (PKB). However, their former partner, the Democratic Party (Demokrat), withdrew from the coalition, feeling betrayed when Anies was instead paired with PKB chairman Muhaimin Iskandar as the vice-presidential candidate. The Democratic Party advocates for Anies to be paired with AHY.
Without the Democratic Party in the Anies-Muhaimin coalition, it appears to have surpassed the parliamentary threshold of 25 percent based on previous votes in the House of Representatives (DPR). Nasdem holds 10.26 percent of the seats in the DPR, PKS holds 8.7 percent, and PKB holds 10.09 percent (Huda, 2023). Their combined coalition share reaches 29.05 percent. In contrast, their rival Ganjar, under the Indonesian Democratic Party of Struggle (PDIP) umbrella, commands 22.26 percent support and is backed by the United Development Party (PPP), which holds 3.30 percent (totaling 25.56 percent). Meanwhile, Prabowo’s Great Indonesia Movement Party (Gerindra) has 13.57 percent support, with backing from Golongan Karya (Golkar) at 14.78 percent, the National Mandate Party (PAN) at 7.65 percent, and the Democratic Party at 9.39 percent (totaling 45.39 percent).
Currently, Anies’s political coalition holds a higher percentage of DPR seats than Ganjar’s coalition but still falls significantly short of Prabowo’s alliance. If Anies is able to win the vote in the first phase of the election, the political map may change. Anies faces a challenging path forward, as does his political coalition. The Anies-Muhaimin coalition is expected to secure substantial votes from followers of Nahdlatul Ulama (NU), Indonesia’s largest Muslim organization. PKB, a political party founded by prominent NU figure Abdurrahman Wahid (Gus Dur), plays a pivotal role in this regard. Interestingly, during the NU’s centenary celebrations in Sidoarjo on February 7, 2023, numerous state officials associated with the PDIP were prominently featured. Concurrently, Muhaimin Iskandar, with a ‘Nahdliyyin’ (NU follower) background, appeared to be absent. However, there was a so-called PKB-ization of the NU, a party with a large mass that he wrested from its founder Gus Dur.
With all these complexities, Anies still has a chance to win the battle against Ganjar and Prabowo, provided he secures the votes in Jakarta, West Java, and a substantial number of votes in East Java. To secure the major voting pockets, he needs to convince the parties that have endorsed him. On September 27, he met with the FPI’s Grand Imam, Rizieq Shihab, in an attempt to secure the support of the Islamist populist group. Concurrently, the leader of the NU, KH Yahya Cholil Staquf, declared that he would never support a political coalition that included religious groups threatening the nation’s unity.
Anies is making efforts to convince his Islamist populist followers that he won’t betray them, emphasizing pluralism, kindness to minorities, and opening doors to Chinese conglomerates and oligarchs—a formidable and almost impossible task. This is what was discussed during Anies’s interview with ABC News (2023). He asserted that his work in Jakarta demonstrates his leadership for all, characterized by non-discrimination, non-intolerance, and service to people regardless of their backgrounds.
It will be a gamble for him, unless he adopts a pragmatic approach to secure his political position first, recognizing that in the political arena in a political battle, betrayal can be both normal and tolerable. His experience with Jokowi has enabled him to counteract Islamist populism and mitigate the trend toward religious conservatism.
Anies’ Political Maneuver and Islamist Populism
DKI Jakarta Governor Anies Baswedan with residents of Kampung Akuarium in Jakarta, Indonesia on April 14 2018. Photo: Shutterstock.
The greatest fear of a nation whose motto is unity in diversity is disintegration. The possibility of disintegration can result from fragmentation. Social fragmentation within society encourages the sharpening of differences, ultimately leading to various social and political frictions. Frictions that escape government control can escalate into conflicts. This becomes a serious problem when not adequately and properly managed. The problem is that Indonesia has faced significant polarization in electoral politics, particularly exacerbated when religious symbols, especially Islam as the majority religion, become embroiled.
In 2016, a year seen as preparatory for the 2019 realpolitik contest, religious symbols indisputably became a catalyst for intense social and political polarization. During the Jakarta gubernatorial election, incumbent governor Basuki Tjahaya Purnama, known as Ahok, faced off against Anies Baswedan. This contest sadly involved the influence of identity politics (Islamism) and a substantial mobilization of supporters for Anies. Ahok faced accusations of blasphemy and was ultimately sentenced to prison. His supposed blasphemy occurred when he criticized political figures who invoked Surat al-Maidah in their election campaigns, aiming to expose the use of religion for political gain. In response, Anies, as part of a broader strategy, mobilized Islamist populism to protest against his political opponent, orchestrating a large-scale mass action known as Islamist populism.
In this context, populism assumes the form of resistance to Ahok, who is perceived as a political symbol aligning with corrupt ruling elites. These elites are viewed as corrupt because populists argue they often disregard or violate the general will of the people. Ahok, a political figure belonging to both religious and racial minorities (Christian and Chinese), is seen as a powerful minority who has not favored the Muslim majority. He stands accused of undermining justice and the welfare of the people from the perspective of Anies’ group.
Therefore, the populism unfolding is primarily characterized by criticism, resistance, the struggle of the majority (Muslims and the oppressed) against an elite minority (Ahok) seen as oppressors, foreign lackeys, servitors of the West and China, and a perceived threat to the development of the ummah’s civilization (Yilmaz, Morieson & Bachtiar, 2022). In this narrative, realpolitik actors like Anies are portrayed as champions of Muslim civilization, with Anies even being likened to Abu Bakar al-Shiddiq (a friend of the Prophet Muhammad), a figure described as patient, wise, and possessing good leadership qualities (Kumparan, 2017). This form of populism typically exploits rhetoric centered on civilization, which starkly contrasts ‘us’ with ‘them,’ emphasizing cultural and religious differences (Yilmaz & Morieson, 2023).
Following Ahok’s defeat, Anies assumed the influential position of ‘Jakarta 1,’ symbolizing the capital’s most prominent figure. However, Rizieq Shihab, the founder of the Islamic Defenders Front (FPI), faced a different fate. He became a target of the government, accused of being an intellectual actor of Islamist populism posing a threat to national security. In 2016, he managed to mobilize masses from cross-class alliances to enter the political arena against the corrupt elites and others. He then fled to Saudi Arabia. Upon his return to Indonesia, he was arrested for organizing a mass rally during the Covid-19 pandemic, which resulted in the shooting of his six supporters by the police and the banning of the FPI.
Upon his release on parole, Rizieq Shihab reconnected with Anies. In a baptism-like ceremony, in the presence of Rizieq Shihab’s recitation congregation, Anies was hailed as a leader who had fulfilled his promise as a governor favoring Muslims (Kumparan, 2022). He was contrasted with typical political figures who often renege on their commitments once in power. Rizieq asserted that Anies was different and deemed him a potential candidate for the presidency in Indonesia’s 2024 election, indicating that Anies had become the preferred choice of Islamist populists. However, as of October 2023, the Islamist populist movement has shown no signs of emerging as a large-scale political maneuver involving mass mobilizations.
Anies was respectfully dismissed by President Joko Widodo on October 16, 2022, based on Presidential Decree No. 100/P of 2022. Since then, Anies has begun mobilizing political forces to secure victory in the forthcoming 2024 presidential election. On October 3, 2022, Anies was officially declared a presidential candidate by Nasdem’s leader, Surya Paloh. When asked why Anies Baswedan was chosen, Surya Paloh responded, “Why not? He is the best,” during a press conference at the Nasdem Tower in Jakarta (Savitri, 2022). Additionally, before party officials, Surya Paloh emphasized, “There is no time for us to think and give intolerant thoughts, tolerance is for those who give tolerance. True nationalism, true national thoughts are associated with attitudes that are full of tolerance and that is what Nasdem is fighting for,” (Savitri, 2022).
Subsequently, other parties, including PKS, PKB, and Demokrat, initially voiced their support for Anies, although Demokrat later withdrew. It’s worth noting that Nasdem had previously aligned itself with the victorious PDIP. This means that Nasdem’s stance opposes the Islamist populist movement. In contrast, PKS favors populism and had disassociated from the coalition with Gerindra, the party of another presidential candidate, Prabowo. This shift toward emphasizing tolerance and nationalism, as opposed to Islamist populism’s rhetoric, is indicative of Anies’ evolving political maneuvering style. Nasdem’s expectation is for Anies to win the battle by winning the sympathy of voters outside the Islamist populist group. This does not mean that voters from Islamist populist circles or those who sympathize with identity politics of Islam should be ignored. The goal is for these voters to rally behind Anies rather than Prabowo.
Previously, both Anies and Prabowo had employed Islamist populism as a tool to challenge the ruling government, whether it was Ahok or Jokowi. However, shortly after Prabowo’s defeat in the 2019 presidential election, he accepted Jokowi’s offer to join his cabinet, assuming the pivotal role of Minister of Defense. While this move may have appeared rational, it somewhat eroded the trust of Islamist populist groups in Prabowo. Consequently, these groups shifted their support from Prabowo to Anies. With the additional votes from a diverse electorate less concerned with identity politics, Anies has a chance to outperform Ganjar. The Islamic populist movement may continue to play a role in Anies’ political strategy, albeit with a reduced emphasis on Islamist identity politics, if not its complete elimination.
The change in Anies’ political maneuvering style is evident in an interview with Solo Pos. When asked, “Can Pak Anies ensure that he will be a leader for all Indonesian people when he becomes president?” Anies responded, “I have worked in Jakarta for five years. Can you show me Anies’ policies that are intolerant, discriminatory, not inclusive, that reflect partisan views? So don’t ask about the future, because anyone can boast in front of you. Ask about the track record. …I can show you that in Jakarta we have the best democracy index, the best tolerance… even in cohesiveness (also the best). This is based on a study by Nanyang Technological University. In Jakarta there is no polarization, there is cohesiveness. Where is the polarization? On social media. There is no polarization in the community,” (Baswedan 2023).
Clearly, Anies’ real identity still remains uncertain. He may indeed be a pluralist, but it is also possible that he is ideologically aligned with staunch defenders of Islamism. As an academic and the rector of Paramadina University, a campus influenced by the progressive Muslim scholar Nurcholish Madjid, Anies understands the importance of fostering Indonesian pluralism. However, in politics, ideologies can change and adapt to serve one’s political interests. What the public can comprehend in this context is an adherence to an ideology that advances personal political ambitions. Anies’ moderation of Islamism, his role as a defender of diversity, and his efforts toward a more pro-equality, anti-discrimination, and tolerant form of Islamism may be driven by pragmatic political considerations rather than a fundamental shift to democratic post-Islamism, as proposed by Asef Bayat (2013). What is certain is that his ultimate goal appears to be securing practical political victories.
Conclusion
The public views Anies Baswedan not only as a potential presidential candidate but also as a prominent figure who played a crucial role in the Islamist populist movement during his bid for the governor’s seat in the Jakarta gubernatorial election. He was a central figure in the process that led to Ahok’s imprisonment, a symbol of political elites from religious and ethnic minority backgrounds. However, as the 2024 election draws near, Anies’ style of political maneuvering has undergone a transformation. Acting upon the advice of Nasdem, the party that endorsed him as a presidential candidate, Anies now presents himself as a figure committed to upholding the values of equality, tolerance, and nationalism.
In his recent article titled “Meluruskan Jalan, Menghadirkan Keadilan (Straightening the Path, Presenting Justice)” in Kompas (February 17, 2023), Anies expressed, “The essence of democracy is to provide equal space for all. Presenting legal certainty and security by guaranteeing the rights of citizens, especially safe spaces for women, children, people with disabilities, indigenous peoples and marginalized groups. … healthy democracy and legal equality that will drive equitable economic progress. Economic progress without the prospect of social justice will feel false.”
This change allows us to consider the post-Islamist thesis with an optimistic tone. Through Anies, the political style of Islamist populism appears to be evolving into a more democratic form. Anies presents himself as a democratic Muslim. Nevertheless, the post-Islamism thesis has faced significant criticism, particularly because Islamist figures, parties, and social and political movements have rarely advocated for substantive democratization. In this context, post-Islamism often seems more like a political expression that embraces democracy while engaging in Machiavellian political pragmatism that may disregard religious morality. In essence, it can employ various means, including instrumentalizing religion, to attain and maintain the status quo.
However, political reality unfolds dynamically. It is this dynamism that offers an opportunity for the development of a vibrant democracy, as argued by Dan Slater (2023). His thesis is, of course, far more optimistic than Thomas P. Power’s (2018) diagnosis and similar views, emphasizing that Islamist populism and state authoritarianism can lead to a regression of democracy in the country. We shall see—will Anies emerge victorious? And if he does and has to lead all ethnic groups, will he continue to present himself as a Pancasilaist or will he adopt a more populist approach, catering primarily to the majority?
The extent of these political shifts remains uncertain. Will it be as Kartini (2014) suggested, “Habis gelap terbitlah terang (Out of darkness comes light),” or will the darkness, as Power (2018) and his associates fear, usher in a continued regression of democracy? Nevertheless, Anies (2023) expressed in his article that “State administrators need to be humble, avoiding monopolization of the truth, and instead, providing comfortable spaces for citizens to come together and participate.” If he assumes the role of a state administrator, will he monopolize the truth as he did when aligning with Rizieq Shihab, the FPI, and other Islamist populist figures against Ahok? The future trajectory of Indonesian politics will provide answers to these questions.
(*) Hasnan Bachtiar is a lecturer at the Faculty of Islamic Studies, University of Muhammadiyah Malang (UMM), Indonesia. Additionally, he is pursuing his Ph.D. in the Faculty of Arts and Education at Deakin University, Burwood, Australia.
— (2022). “Habib Rizieq ke Anies: Terima Kasih Telah Pimpin Jakarta dengan Baik.” Kumparan. October 22, 2022. https://www.youtube.com/watch?v=wTHZ7S-3mJs (accessed on October 8, 2023).
— (2023). “Why Anies Baswedan has been gaining traction in Indonesia’s Presidential race.” ABC News. March 8, 2023. https://www.youtube.com/watch?v=7wmyhU_ysMY (accessed on October 8, 2023).
Baswedan, A. (2023). “Anies Bapak Politik Identitas?” Interview with Solo Pos. YouTube. January 14, 2023. https://www.youtube.com/watch?v=Bjp0J0lg5U8 (accessed on October 8, 2023).
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Yilmaz, Ihsan; Akbarzadeh, Shahram & Bashirov, Galib. (2023). “Strategic Digital Information Operations (SDIOs).” Populism & Politics (P&P). European Center for Populism Studies (ECPS). September 10, 2023. https://doi.org/10.55271/pp0024a
Abstract
In this paper, we introduce the concept of “Strategic Digital Information Operations” (SDIOs), discuss the tactics and practices of the SDIOs, explain the main political goals of state and non-state actors in engaging with SDIOs at home and abroad, and suggest avenues for new research. We argue that the concept of the SDIOs presents a useful framework to discuss all forms of digital manipulation at both domestic and international levels organized by either state or non-state actors. While the literature has examined the military-political impacts of the SDIOs, we still don’t know much about societal issues that the SDIOs influence such as emotive political mobilization, intergroup relations, social cohesion, trust, and emotional resonance among target audiences.
By Ihsan Yilmaz, Shahram Akbarzadeh* and Galib Bashirov**
Introduction
In recent years, the convergence of the digital realm and political sphere has created a dynamic environment where a wide range of state and non-state actors try to leverage digital platforms to pursue their political goals. This trend includes diverse cases, spanning from the continual targeting of autonomous media establishments in nations like Egypt and Turkey to the deliberate manipulation of electoral processes in democratic countries such as the United States (US) and the United Kingdom (UK), while also extending its reach to include extremist groups such as ISIS who use digital platforms for their propaganda endeavours (see Ingram, 2015; Theohary, 2011). These “Strategic Digital Information Operations (SDIOs),” as we call them here, refer to efforts by state and non-state actors to manipulate public opinion as well as individual and collective emotions by using digital technologies to change how people relate and respond to events in the world. As such, SDIOs involve deliberate alteration of the information environment by social and political actors to serve their interests.
We use this term – SDIOs – because it combines several facets of digital manipulation at both national and international levels. “Information Operations” is a term social media companies like Facebook have adopted to describe organized communicative activities that attempt to circulate problematically inaccurate or deceptive information on their platforms. These activities are strategic because rather than being purely communicative, they are driven by the political objectives of state and non-state actors (see Starbird et al., 2019; Hatch, 2019). We add the concept ‘digital’ to emphasize the distinction between the old ways of information operations and the new ones that operate almost specifically in the digital realm and use much more sophisticated tools such as artificial intelligence (AI), machine learning, and algorithmic models to disseminate information. Of course, some aspects of digital information operations have been carried over from the non-digital environments that have been mastered over the past century. Nonetheless, the affordances of the digital environment have provided not only radically new and sophisticated tools but also an opportunity for much wider dissemination and reach for strategic information operations.
The SDIOs involve various tactics used by political groups who try to shape the online environment in their favour. Their goal is to control the flow of information, where politics and social actions meet. We note that these tactics can cross borders between countries: these operations don’t just target people within a country; they also aim to reach people in other nations. In this article, we briefly discuss the tactics and practices of the SDIOs, explain the main political goals of state and non-state actors in engaging with SDIOs at home and abroad, and present venues for new research.
Tactics and Practices of SDIOs
As researchers started to examine the many ways in which state actors have tried to manipulate domestic and foreign public opinion in their favour, disinformation has become the main focus of their analysis with an emphasis on spreading fake news, conspiracy theories, and outright lies. Various forms of disinformation have been used in order to create doubt and confusion among the consumers of malign content. Spreading conspiracy theories makes people doubt the truth, which weakens trust in social and political institutions. Moreover, sharing fake news or other fabricated stories weaves a web of lies that shapes what people think. While the latter has certainly been effective in manipulating public opinion, observers have noted recently a shift in emphasis from disinformation to more sophisticated and less discernable means of manipulation.
The aforementioned shift has taken place due to the growing awareness of the fake news and lies in digital environments on the part of both users and digital platforms. As platforms such as Twitter and Facebook have increased their clampdown on such content and as users have become more capable in spotting them, state and non-state actors have moved to more sophisticated means of digital manipulation where content is carefully designed to change how people see things. For example, instead of outright lies or fake news, strategic actors have started to spread half-truths that create a specific version of events by conveying only part of the truth (Iwuoha, 2021). Moreover, these actors have made massive investments on smart public relations messages and clever advertisements to prop up their messages. An important tactical goal has become not simply to deceive the audience but more so to ‘flood’ the information space with not just false, but also distracting, irrelevant, and even worthless pieces of information with the help of trolls and bots, hired social media consultants and influencers, as well as genuine followers and believers (Mir et al., 2022).
For example, observers noted how a prominent strategy of the Chinese domestic propaganda is to ‘drown out’ dissident voices through incessant propagation of the government messaging, a campaign called ‘positive energy’ (Chen et al., 2021). The Orwellian campaign involved not only the use of a massive influencer and troll army to promote government messaging but also the forceful testimony of the Uyghur people. In one instance for example, seven people of Uighur descent were brought to a press conference to share their stories of “positive energy” and made-up hype against China to disprove allegations of mistreatment by the Chinese government (Mason, 2022). As such, SDIOs encompass all these tactics and practices rather than merely focusing on means of disinformation that have so far dominated the research into digital manipulation. It also shows the ability of SDIOs to adapt and change over time based on the operational context. While disinformation through direct messages remains a consistent approach, actors increasingly move towards using subtler tactics to create distractions and cause confusion among their audience, which weakens the basis of well-informed political discussions. For example, the Egyptian government has flooded the information space with the news of the ‘electricity surplus’ and the future of Egypt as ‘an electricity carrier for Europe’ amidst an ongoing economic crisis in the country that has left millions of Egyptians without access to reliable electricity (Dawoud, 2023).
At the heart of discussions about strategic digital information operations lies the creation of narratives carefully designed to connect with their intended audiences. These narratives aren’t random; instead, they’re tailored to match how the recipients think. The interaction between these narratives and their audiences involves psychology, culture, and emotions. How the audience reacts depends not only on how convincing the content is, but also on their existing beliefs, biases, and cultural contexts (Bakir and McStay, 2018). While some people might approach these narratives with doubt, others could be drawn into self-reinforcing cycles, giving in to confirmation bias and manipulation. This back-and-forth underlines the close link between creators and consumers of strategic narratives in the digital era.
Among the many narrative tropes that SDIOs use, we want to note the increasing role ascribed to historical and religious notions to influence public opinion and political discussions. SDIOs mix past grievances and religious beliefs to make their stories more impactful and believable. Bringing up old injustices can stir up strong patriotic feelings or strengthen shared memories. At the same time, using religious stories can tap into deeply held beliefs, making people think there is divine approval or a connection to common values. This blend of history and religion makes their stories powerful and emotional, making them more effective. In Turkey, for example, the state authorities have disseminated victimhood narratives that largely rested on conspiracy theories and half-truths in order to legitimize their rule and quash dissent (Yilmaz and Shipoli, 2022). Research has noted that Islamic religious ideas and the reconstructed history of the Ottoman collapse have been strategically inserted into such narratives to elevate their influence among the Turkish masses (Yilmaz and Albayrak, 2021; Yilmaz and Demir, 2023).
Finally, it’s important to stress that these information operations aren’t always coordinated by automated bots or pre-planned campaigns. Sometimes, they happen naturally through implicit coordination among various participants, which makes the situation even more complex. Starbird et al.’s (2020) research demonstrates that online information operations involve active participation by human actors. The messages these operations spread are disseminated by utilizing online communities and various sources of information. As such SDIOs can be ‘cooperative’ endeavours in that they do not always rely on mere “bots” and “trolls,” but also encompass the contribution of online crowds (both knowingly and unknowingly) in the propagation of false information and political propaganda. For example, during the Russian information operations in the wake of the 2016 US Presidential elections, agents of the Internet Research Agency (RU-IRA) based in St. Petersburg worked together through the operation of more than 3.000 accounts that presented themselves as people and organizations belonging to the American political spectrum (such as the Black Lives Matter and the Patriotic Journalist Network). While undertaking such ‘orchestrated’ activity, the RU-IRA also managed to integrate organic communities by impersonating activists within those online communities, building networks within those communities, and even directly contacting ‘real’ activists. In some cases, RU-IRA agents directly collaborated with activists to organize physical protests in the US (see Walker, 2017).
Goals of SDIOs
Illustration: Shutterstock.
SDIOs span both national and international contexts, targeting domestic and foreign audiences through an array of tactics to achieve the political goals of their organizers. Looking at the domestic realm, SDIOs have influenced the functioning of the government and social and political institutions. In many instances, authoritarian governments use digital platforms to influence individuals’ opinions through stories, emotions, and viewpoints that are carefully designed to resonate with specific groups of the population. Their toolkit includes a range of elements, such as conspiracy theories that legitimize a government policy or deflect attention from a government failure, or that create doubt on the arguments of the opposition parties and social actors. Governments may also present narratives where they portray themselves as victims, manipulate facts, and spread distorted statements. For example, in Egypt, the government’s digital narratives have portrayed independent media outlets as agents of Western conspiracies designed to infiltrate and destroy the Egyptian social and political fabric. Similarly, the civilian presidential candidates against President Sisi have been labelled Western puppets created to destabilize Egypt (Michaelson, 2018). In China, the CCP government has used media management platforms such as iiMedia to control public opinion, including providing early warnings for ‘negative’ public opinions and helping guide the promotion of ‘positive energy’ online (Laskai, 2019).
It must also be noted that these narratives, particularly those that employ victimhood tropes, are strategically employed to trigger various emotions among the masses. In Turkey, for example, the Erdogan regime has consistently abused a victimhood claim that rested mainly on the already-existing emotions of the masses such as envy, disgust, humiliation, hatred, anxiety, and anger (Yilmaz, 2021). These emotions are triggered and aroused by government elites as well as government-controlled media in order to legitimize the Erdogan regime’s authoritarian rule and deflect attention from its failures (see Yilmaz, 2021; Tokdogan, 2019).
While both sets of actors pursue political goals through digital manipulation, there are certain differences between state and non-state actors when it comes to utilizing the SDIOs. On the one hand, the state actors tend to be well-resourced and possess good infrastructure of human and technological capital. They tend to have access to a range of digital tools to be used in domestic and foreign contexts, whether to silence the critics and legitimize their rule at home or destabilize their adversaries and extend their geopolitical influence abroad. They tend to carefully plan campaigns to infiltrate foreign information systems, reshape stories, and generate social conflicts, all of which take long-term thinking and strategic foresight. On the other hand, non-state actors, including hacktivist groups and extremist organizations, may lack resources but they tend to be more adaptable to new environments. They use digital platforms to promote their causes, attract supporters, and amplify their voices. These players manoeuvre through the digital world with agility, reflecting the changing nature of the medium.
Research has noted the implications of information operations for democratization as authoritarian and populist governments have leveraged digital media’s features to advance their political objectives. The calculated manipulation of digital platforms by these actors serves as a conduit for amplifying narratives that bolster their policies, worldviews, and perspectives. Authoritarian governments utilize digital censorship and surveillance to suppress dissenting voices and exert control over digital narratives. Populist leaders, in turn, harness the immediacy and interactive nature of social media to establish direct, emotional connections with their constituents, bypassing traditional gatekeepers (Perloff, 2021). By capitalizing on the resonance of online platforms, these actors perpetuate narratives that exploit societal grievances, positioning themselves as advocates for the marginalized while vilifying opposing viewpoints (Postill, 2018).
A Specific, International SDIO: Sharp Power
SDIOs undergo a transformation into tools of geopolitical orchestration and influence projection. In this context, digital strategies manifest as instruments designed to strike a chord with international audiences. They sow seeds of social and political division in target countries that perpetrators try to destabilize. These efforts generate support for both domestic and foreign policy objectives of the perpetrators, often exceeding the boundaries of the conventional notion of soft power and giving rise to what is termed “sharp power” (Walker, 2018). This variant of influence extends beyond the benign strategies commonly associated with “soft power,” taking on a more coercive character where “it seeks to pierce, penetrate, or perforate the political and information environment” (Walker, 2018: 12; Fisher, 2020; Elshaw and Alimardani, 2021).
The emergence of “sharp power” has denoted a significant shift in the dynamics of external influence, as digital platforms are being used to coercively reshape geopolitical interactions between major powers such as the US, China, and Russia, as well as middle powers such as Australia, Turkey, and Egypt. For example, over the last decade, Australia, its public authorities, media entities, and civil society organizations have been systematically targeted by Chinese sharp power operations that included lavish donations to campaigns of useful political candidates, harassment of journalists, and spying on Chinese students in university campuses (The Economist, 2017).
Social Impacts of SDIOs
The study of strategic information operations is not new as scholars noted the US and Soviet attempts at influencing each other’s information environment since the start of the Cold War (see Martin, 1982). Nonetheless, we note that the strategic information operations have been used mostly in two fields of study: military influence and social media analysis, with the political science literature mostly discussing the elements of the concept without fully operationalizing it.
On the one hand, scholars working within military studies have rightly pointed out the strategic reasoning of information operations for international politics (see Rattray, 2001; Kania and Costello, 2018). For example, Kania and Costello (2018: 105) showed how the creation of the Strategic Support Force within the Chinese army structure was aimed at “dominance in space, cyberspace, and the electromagnetic domain,” thus generating synergy among these three domains, and building capacity for strategic information operations. States have also been manipulating the information environment to influence the internal affairs of their adversaries for decades. This has led to discussion of information operations as a potential threat to national security and stability (Hatch, 2019).
On the other hand, those working on social media analysis have tried to explain how these information operations have been carried out in social media environments. Researchers have identified technical means through which sophisticated tools of manipulation have been put in place in platforms such as Twitter and Facebook that led to the spread of dis/misinformation (see Starbird et al., 2019). Among other things, this literature has also helped us to understand why certain pieces of information resonate with users and generate a response (such as those that are more surreal, exaggerated, impressive, emotional, persuasive, clickbait, and shocking images tend to generate better results).
The political science literature has noted various ways in which specific forms of mis/disinformation have affected political discussions in mostly democratic countries without utilizing the SDIOs as an umbrella term. In democratic contexts, the rapid dissemination of misinformation and divisive narratives poses a substantial threat, corroding informed decision-making and hindering the robust exchange of ideas. Trust, a cornerstone of functional democracies, becomes fragile as manipulation proliferates, eroding institutional credibility and undermining the fundamental tenets of democratic governance. For example, in the US, the Russian information operations around the 2016 Presidential Elections targeted key political institutions such as the political parties, the Congress, and the Constitutional Court through hacking, manipulative messaging, and social media campaigns, leading to erosion of trust among American citizens on these institutions (see Benkler et al., 2018).
While the literature covered such issues, we note that social aspects have not received as much discussion so far. We have seen that the SDIOs create significant social impact in terms of social cohesion, polarization, intergroup relations, and radicalization just to name a few. However, the literature’s discussion of these concepts has been limited to technical or political aspects. For example, when the literature examines polarization, they either try to demonstrate how these operations polarize the discourse on the internet, or they focus on political polarization (e.g. between the left and the right, or the majority and the minorities) (e.g., Howard et al., 2018; Neyazi, 2020) while overlooking the wider societal polarization and corruption. Moreover, we need further investigations into how social media platforms amplify the impact of information operations on group dynamics, specifically, whether the content on social media exacerbates polarization and reinforces group identities. This is premised on the fact that the impact of SDIOs extends beyond individual psychology, permeating the collective fabric of societies and democratic institutions. By exploiting digital platforms, these operations can foster polarization, exacerbate existing divisions, and undermine the foundations of social cohesion.
Impacts of SDIOs on Individual and Collective Emotions
Illustration: Shutterstock / Vchal.
In the context of social issues, an important underexplored aspect is the emotional dimension. The SDIOs aim to provoke a wide range of emotions among their targets, including negative, positive, and ambivalent feelings. They aim to generate these emotional responses to achieve various political goals such as gaining support for their political causes, undermining opposing groups, eroding trust in society, marginalizing minority groups, and making people question the credibility of independent media outlets. These operations are usually planned to trigger specific emotional reactions that align with the intentions of the perpetrators. For example, Ghanem et al. (2020) found that the propagation of fake news in social media aims to manipulate the feelings of readers “by using extreme positive and negative emotions, triggering a sense of ‘calmness’ to confuse the readers and enforce a feeling of confidence.” However, we need further research to understand how such emotional responses generate social impacts such as intergroup resentment, xenophobic fear, and anger, potentially leading to societal dissent and upheaval. Conversely, positive emotions like empathy and camaraderie can foster social unity and rally support around social causes. Therefore, the strategic coordination of emotional experiences stands as an important dimension of SDIOs that needs further research.
The final underexplored area we want to emphasize pertains to the content of strategic narratives, including the social and political reasons behind their resonance within target societies. For example, in addition to the content of conspiracy narratives, new research needs to identify why and how certain narratives work in specific social contexts and not in others. Research needs to investigate how historical events, cultural norms, and collective memories shape the reception and resonance of strategic narratives. For instance, narratives that invoke historical grievances might gain traction in societies with unresolved historical conflicts. Further research can explore how strategic narratives tap into individuals’ sense of identity and belonging. Narratives that align with or reinforce a group’s identity can gain more resonance, as they validate existing beliefs and foster a sense of unity.
Conclusion
In this paper, we introduced the concept of the Strategic Digital Information Operations (SDIOs), discussed the tactics and practices of the SDIOs, explained the main political goals of state and non-state actors in engaging with SDIOs at home and abroad, and presented avenues for new research. We highlighted that the concept of the SDIOs present a useful framework to discuss all forms of digital manipulation at both domestic and international levels organized by either state or non-state actors. We noted that while the literature has examined military-political impacts of the SDIOs, we still don’t know much about societal issues that the SDIOs influence such as intergroup relations, social cohesion, trust, and emotional resonance among target audiences.
Understanding how audiences perceive and react forms the foundation for generating effective countermeasures against the harmful impacts of SDIOs. Initiatives aimed at promoting digital literacy, critical thinking, and the ability to discern media authenticity will empower individuals to navigate the potentially deceptive terrain of manipulated information. Additionally, creating transparency and accountability in algorithms that digital platforms use and rely on, along with dedicated fact-checking initiatives, will enhance the tools necessary to distinguish between truth and deceit. Furthermore, collaborative efforts involving governments, technology companies, and civil society entities can serve as a strong defense against the corrosive effects of manipulation, safeguarding the integrity of democratic discourse and the informed participation of citizens.
Finally, we note that the examination of SDIOs demands a comprehensive range of methodologies that arise from various disciplines including, quantitative and qualitative analysis that aims at revealing patterns of engagement and shifts in emotions, tracing the pathways of information dissemination, and mapping the networks of influence. Ethnographic investigations that delve into the personal experiences of participants can provide a human-centred perspective, showing the psychological, emotional, and cognitive dimensions of manipulation. Effective collaboration among technology experts, academic scholars, and policymakers can foster a deeper understanding of digital operations work and generate influence.
Funding: This research was funded by Gerda Henkel Foundation, AZ 01/TG/21, Emerging Digital Technologies and the Future of Democracy in the Muslim World.
(*) Dr. Shahram Akbarzadeh is Convenor of Middle East Studies Forum (MESF) and Deputy Director (International) of the Alfred Deakin Institute for Citizenship and Globalisation, Deakin University (Australia). He held a prestigious ARC Future Fellowship (2013-2016) on the Role of Islam in Iran’s Foreign Policy-making and recently completed a Qatar Foundation project on Sectarianism in the Middle East. Professor Akbarzadeh has an extensive publication record and has contributed to the public debate on the political processes in the Middle East, regional rivalry and Islamic militancy. In 2022 he joined Middle East Council on Global Affairs as a Non-resident Senior Fellow. Google Scholar profile: https://scholar.google.com.au/citations?hl=en&user=8p1PrpUAAAAJ&view_op=list_works Twitter: @S_Akbarzadeh Email: shahram.akbarzadeh@deakin.edu.au
(**) Dr Galib Bashirov is an associate research fellow at Alfred Deakin Institute for Citizenship and Globalization, Deakin University, Australia. His research examines state-society relations in the Muslim world and US foreign policy in the Middle East and Central Asia. His previous works have been published in Review of International Political Economy, Democratization, and Third World Quarterly. Google Scholar profile: https://scholar.google.com/citations?user=qOt3Zm4AAAAJ&hl=en&oi=ao Email: galib.bashirov@deakin.edu.au
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According to the World Economic Forum’s 2020 Gender Gap Index, Turkey ranks 129th out of 146 countries surveyed. This ranking takes into account factors such as women’s participation in the workforce, access to education and healthcare, involvement in politics, and the prevalence of femicide within the nation. The deliberate targeting of the Istanbul Convention underscores how populist and authoritarian leaders adeptly utilize gender-related discourse to create stigmatization, eventually leading to state-sanctioned discrimination, violence, and oppression.
The parliamentary and presidential elections in Turkey were held in May 2023, representing a pivotal moment amid concerns of a democracy in decline, eroding rule of law, and a worsening state of gender equality. On May 14, 2023, President Erdogan secured 49.52 percent of the vote, while his opposition rival Kemal Kilicdaroglu received 44.88 percent. The subsequent runoff election saw Erdogan’s share increase to 52.18 percent, with Kilicdaroglu holding 47.82 percent. The electoral process was marred by numerous controversies, including allegations of interference, leading Turkey to depart from its international legal commitments.
During the 2023 parliamentary and presidential elections, the ruling AKP secured 268 seats out of the 600 available in the assembly. Leading the People’s Alliance, the AKP and its coalition partners captured 322 seats in total. Meanwhile, the main opposition Republican People’s Party (CHP) under Kilicdaroglu obtained 169 seats, further reinforced by an additional 212 lawmakers from its Nation Alliance coalition. The pro-Kurdish Peoples’ Democracy Party (HDP), running as the Green Left Party (YSP) due to a court closure case, managed to secure 61 seats. While not formally aligned with Kilicdaroglu’s alliance, the HDP strongly opposes Erdogan and provided unwavering support to the CHP leader.
As a member state of NATO, Turkey currently witnesses the incarceration of prominent political and social figures, severe restrictions on media freedom, and the persistence of self-censorship, despite judgments from the European Court of Human Rights. Criticism at home and substantial reports from international and intergovernmental organizations collectively assert that Erdogan’s government has stifled dissent, eroded civil and human rights, and exerted control over the judiciary and other state institutions, leading the country towards both democratic and economic repercussions. In the face of an economic crisis spurred by Erdogan’s unconventional economic strategies, the Turkish lira has plummeted to record lows against the dollar. Additionally, Turkey, under Erdogan’s leadership, has showcased its military influence in the Middle East and beyond, forged closer ties with Russia, and experienced increasingly strained relations with the European Union and the United States.
With this background of Turkey’s 2023 elections and the ongoing democratic regression in mind, it is important to underscore the gender-related aspects and consequences of this situation. Erica Chenoweth and Zoe Marks elucidate: “Aspiring autocrats and patriarchal authoritarians have good reason to fear women’s political participation: when women participate in mass movements, those movements are both more likely to succeed and more likely to lead to more egalitarian democracy. In other words, fully free, politically active women are a threat to authoritarian and authoritarian-leaning leaders—and so those leaders have a strategic reason to be sexist.”
Rasim Ozgur Donmez and Fazilet Ahu Ozmen emphasize in their book that “the Turkish Republic has been rooted in hegemonic masculinity,” where hegemonic masculinity denotes the patriarchal dominance of the mainstream class or ethnic group, as well as the dominance of men over women.[1] Against this backdrop, a critical analysis of the results of the recent pivotal election reveals that the Green Left Party holds the highest proportion of gender representation, boasting 48 percent female deputies among its total seats. Among the 600 parliamentary members, 50 female members were elected from the AKP, 30 from the CHP, 30 from the Green Left Party, 6 from the İYİ Party, 4 from the MHP, and 1 from the TİP, making up slightly over 20 percent of the total with a collective of 121 women MPs.
Nilden Bayazıt, the General Director of the Ben Seçerim (I Elect) Women’s Platform, interprets these results as a reflection of the fact that “political parties generally do not prioritize women’s inclusion in their candidate lists.” Berrin Sönmez, the Spokesperson of the EŞİK platform (Women’s Platform for Equality), concurs, stating that “in a period focused on elections and alliance negotiations that concern women’s rights and lives, candidate lists should have unequivocally favored equal representation.”
Didem Unal, a postdoctoral researcher at the University of Helsinki, underscores that “AKP’s election campaign demonstrated that anti-genderism was a useful rhetorical tool for the party to reinforce populist antagonisms juxtaposing ‘us’ versus ‘them.’ ‘Anti-genderism’ here denotes an ideological and strategic opposition to a broad spectrum of feminist principles and socio-political reforms and a construction of fears and anxieties around gender in the name of protecting ‘national values’.”
In light of these ideas, it becomes evident that not only the discourses during political campaigns but also the more prolonged language and strategies employed by the AKP have set the groundwork for the state’s transition towards increasingly authoritarian actions and policies, alongside perpetuating gender-based inequalities and injustices. The oscillation between prohibition and subsequent allowance of headscarves in public positions serves as an illustration of how Turkey’s political history, marked by its gendered nature, is further highlighted by a security-oriented perspective. This perspective manifests through matters linked to women, attributing distinct significance and connotations to their roles, status, and lived experiences.
Amidst the gender-focused discussions and measures of the current conservative ruling party deeply rooted in Islamic principles, the AKP, the decision to lift the ban on headscarves arrived after years of restrictions imposed on their use within state institutions. Nonetheless, the gender-related policies implemented by the party did not result in a genuine expansion of freedoms and rights for women. Instead, these policies exposed persistent patriarchal frameworks within the party’s leadership, projecting the archetypal conservative woman as primarily a mother, homemaker, and caregiver. Consequently, the removal of the ban essentially became insignificant in terms of advancing women’s rights.
Following a September 2010 referendum that curtailed the authority of both the judiciary and the military, while concurrently augmenting President Erdogan’s influence in judge appointments, Turkey has increasingly steered towards an authoritarian form of governance. At present, the Turkish government is employing an Islamist narrative to consolidate its backing among the predominantly conservative populace—comprising the majority of voters—by fomenting public discontent against progressive movements linked to Westernization and democratization. Over the past decade, opposition to women’s perspectives, notably those aligned with feminism, has undergone a pronounced surge. Women’s societal roles have gravitated towards more traditional paradigms, with the government deeply enmeshed in shaping personal choices and behaviors. Significantly, areas such as family size, abortion rights, public displays of female laughter, and even childbirth methods have come under state control, frequently in collaboration with influential figures, including male religious leaders. These discussions have persistently framed women’s roles within the context of traditional and Islamist ideologies. Manifestly, a substantial segment of Turkey’s populace endorses this approach, believing that the country as a notable regional power is countering Western imperialism while upholding Islamic conservatism.
The ruling party and government have consistently disregarded calls for the implementation of gender quotas in the political sphere, and their efforts to address gender-related disparities and discrimination, particularly concerning sexual orientation, have proven insufficient. This ultimately culminated in Turkey’s withdrawal from the Istanbul Convention in 2021. As the influence of the AKP government solidified, individuals with diverse ideologies and political stances found themselves subjected to various forms of organized and societal aggression.
According to the World Economic Forum’s 2020 Gender Gap Index, Turkey ranks 129th out of 146 countries surveyed. This ranking takes into account factors such as women’s participation in the workforce, access to education and healthcare, involvement in politics, and the prevalence of femicide within the nation. The deliberate targeting of the Istanbul Convention underscores how populist and authoritarian leaders adeptly utilize gender-related discourse to create stigmatization, eventually leading to state-sanctioned discrimination, violence, and oppression.
In 2022, 334 women lost their lives due to femicide in Turkey, and in 2021, the number was 280. The significant rise in femicide cases is largely attributed to the issue of impunity. This underscores the critical impact of the mindsets, language, and discourses employed by state representatives on women’s tangible engagement in politics and decision-making roles within society. This extends to encompass the actual implementation of laws and actions that influence women’s participation and status.
[1] Dönmez, & Özmen, F. A. (2013). Gendered identities criticizing patriarchy in Turkey. Lexington Books.
ECPS organized its third virtual Summer School on July 3-7, 2023, focusing on the interaction between populism and crises which were categorized into five groups: political crisis, economic crisis, cultural crisis, environmental crisis, and health crisis. Keeping in mind that crises vary in nature, and each has different consequences depending on the conjuncture in which they emerge, Summer School examined these five groups by taking into account the repercussions of the current international political context, particularly the war in Ukraine.
ECPS organized its third virtual Summer School on July 3-7, 2023, focusing on the interaction between populism and crises. Our world is going through turbulent times on many fronts struggling with complex challenges emanating from various crises in different spheres of life, and these crises create convenient environments for populist politics. In line with this, in recent years, we have observed the emergence and success of populist parties in a number of countries, and this number is on the rise, including in Europe. These developments align with the conclusion that populism usually occurs within a crisis scenario (Laclau, 1977: 175). Thus, we decided to discuss the relationship between crises and populism at this year’s Summer School. To this end, for practicality, we categorized contemporary crises into five groups and analyzed them accordingly: political crisis and populism, economic crisis and populism, cultural crisis and populism, environmental crisis and populism, and health crisis and populism. Keeping in mind that crises vary in nature, and each has different consequences depending on the conjuncture in which they emerge, we examined these five groups by taking into account the repercussions of the current international political context, particularly the war in Ukraine.
The lecturers for this year’s Summer School were Professor Kai Arzheimer, Professor Jocelyne Cesari, Professor Sergei Guriev, Dr Heidi Hart, Dr Gideon Lasco, Professor Nonna Mayer, Professor John Meyer, Professor Ibrahim Ozturk, Professor Neil Robinson, and Professor Ewen Speed. The program took place on Zoom, consisting of two sessions each day. Over the course of five days, interactive lectures by these world-leading experts discussed from various angles the nexus between populism and the crises we face today.
The opening lecture of Prof Kai Arzheimer explained how populists often benefit from events that are not crises in a strict sense but are framed as such. In turn, populist policies may lead to genuine political crises. The following lecture, carried out by Prof Neil Robinson, addressed contemporary ‘official populism’ developed in Russia in the 2010s and how certain elements of this ‘official populism’ is being contested by new actors following the Russian invasion of Ukraine.
The third and fourth lectures, presented by Prof Ewen Speed and Dr Gideon Lasco, focused on the complex and contradictory topic of medical populism. Drawing on the work of Laclau, Prof Speed’s session considered how medical populism (particularly from the right) has been developed and used in the context of broader political struggles (e.g., around vaccination or abortion); while Dr Lasco’s presentation reviewed and critically engaged with the concept of medical populism, its elements of spectacularization, simplification, and forging of divisions, as well as the literature on its figurations during the pandemic in different countries.
Moving onto the issue of economic crisis and populism, on the third day, Prof Ibrahim Ozturk talked about the abuse of the negative repercussions of an unmanaged globalization in economics by the populists. His engaging lecture was followed by an 8-part presentation by Dr Sergei Guriev on populism, its evolution, the role of secular economic factors related to cross-border trade and automation, the 2008–09 global financial crisis and subsequent austerity, a discussion on studies on identity politics, trust, and cultural backlash, the gap between perceptions and reality regarding immigration, and the impact of the internet and social media.
Tackling the relationship between environmental crisis and populism, Dr Heidi Hart’s speech noted pro-business climate denialism and the surprising overlap between left and far-right ecological activism in Europe and also traced the history of illiberal environmentalism through the Nazi period in Germany to contemporary appropriations of “deep ecology,” with several examples from popular culture that make this ideology more appealing than it might at first appear. Following, Prof Jocelyne Cesari addressed the difference between religious nationalism and populism, highlighted the importance of political history and secular cultures on the political role of religion in any given country, and talked about the international and transnational religious forms of populism.
On the final day of the Summer School, Prof Nonna Mayer revisited and nuanced the explanations of right-wing populism in terms of cultural backlash and cultural insecurity, taking the French case as an example. The closing lecture of Prof John M. Meyer discussed the entanglements of climate change politics with populism and argued that opportunities for effective climate change action could be found in a more encompassing conception of populism, one rooted in an inclusive conception of “the people,” and an embrace of counter-expertise grounded in local knowledge of climate vulnerability and injustice.
This year’s program was participated by around 50 attendees from all over the world with various backgrounds. They found the opportunity to engage in discussions with the lecturers on the topics mentioned, and they networked with each other in small groups and practiced peer-to-peer learning in a diverse international environment. At the end of the program, participants were offered the possibility of becoming part of a lasting academic and professional network through ECRN (Early Career Researchers’ Network) and the ECPS Youth.
Case Competition on Populism and Cultural Crisis in Ukraine
The Summer School also included a case competition scheduled as a five-day program between 3-7 July. The aim was to provide a unique learning environment to the participants in which they would learn how to transform their academic knowledge into feasible policy suggestions.
The Competition tackled a real-life problem within the broad topic of populism, crises, and war, more specifically on Populism and Cultural Crisis in Ukraine. One of the most burning contemporary issues of populism, crises and war is connected to war-torn Ukraine at the moment; therefore, the focus of the case was Ukraine. The groups were expected to draw a broad picture of the current cultural policy of Ukraine by considering the historical and political background and then to choose a specific issue such as the politics of identity, language, cultural symbols, locations where culture constitutes a delicate/problematic matter, Russia’s cultural influence, Ukraine’s pro-western politics and more.
Participants were divided into teams to work together on solving the case and were expected to prepare policy suggestions. The proposals of the participants were then evaluated by an assessment committee composed of scholars and experts based on criteria such as creativity, feasibility, and presentation skills. On the first day of Summer School, ECPS provided the groups with an information pack that included documents and sources that outlined the case and its context. (Please consult this document for detailed information.) Moreover, each day, a one-hour-long consultation session was arranged for the competitors when the teams could discuss their progress and partake in the case-solving activity together. On the final day of the competition, short presentations were carried out and thoroughly evaluated by the assessing committee, which gave valuable feedback to the attendees.
The Scenario
Participants had to position themselves as a member of the Ukrainian Ministry of Culture and Information Policy advisory board, responsible for advising on the country’s cultural policy. According to the scenario, the board comprised academics, experts, opinion leaders, journalists, writers, artists, civil society members, high-level bureaucrats, lobbyists, and policymakers, and each group should determine its role on the board, which in this situation, had its upcoming annual meeting. During this meeting, members evaluate and critique the previous years’ policies and suggest amendments or new policies.
As a group, case competition teams chose a specific policy of the current government in a particular location; they tried to figure out how politics interacts with culture and how it influences Ukrainian relations with the EU and Russia, as well as discussed the shortcomings of Ukraine’s cultural policy and elaborated on what kind of policy would be in the country’s best interest. While crafting their suggestions, groups had to remember that the country is at war with Russia and enjoys Western support, particularly from the EU. Therefore, understanding the EU’s current approach to the cultural issues in Ukraine and if the approach needs to be revised were also among the main considerations of the participants.
The Groups and the Winning Project
The participants were divided into seven competing groups, each named after a symbolic Ukrainian city (Kherson, Lviv, Kharkiv, Poltava, Lugansk, Odesa, Mariupol). The teams tackled a wide range of cultural policy issues in Ukraine, such as the protection of minority rights, the conservation of collective memory of war through the creation of commemorative sites, the proposal of a cultural awareness campaign, the protection of Ukrainian cultural heritage through artistic freedom of expression against the war, the preservation of cultural sites of Odesa and active involvement of citizens in the conservation of UNESCO World Heritage Sites in Ukraine, and the introduction of a post-war Legislative Framework for Minority Language Protection. The winning Lviv team presented a case on Decommunization in Ukraine: Policy Recommendation for a Balanced Approach and was awarded a special recognition document for their outstanding performance.
All in all, our five-day schedule provided young people with 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 academics, intellectuals, activists and public leaders. Participants had the opportunity to develop invaluable cross-cultural perspectives and facilitate a knowledge exchange beyond European borders.
“The Summer School was a great opportunity to learn a lot. I became acquainted with so many scholars and researchers and make connections during Q&A sessions as well as during the case competition. It was an amazingly fruitful week in all senses.”
Olena Siden, PhD Student in Philology, at Petro Mohyla Black Sea National University Mykolaiv, Ukraine.
“This program is greatly insightful, inspirational and challenging in terms of how to deal with the highly complex phenomena of populism. It helps a lot for me to make intellectual reflection and recalibrate the specification of my research on populism.”
Hasnan Bachtiar, LLB. PhD student at the Alfred Deakin Institute for Citizenship and Globalisation (ADI), Deakin University, Burwood, Victoria, Australia and Director of Research at Rumah Baca Cerdas (RBC) Institute Abdul Malik Fadjar, Indonesia.
“The summer school on populism studies was very comprehensive, and all the sessions were filled with fascinating insights and perspectives. It helped me to explore every aspect of populism studies in detail and foster a deeper understanding of its complexities and implications. The interactive nature of the summer school was particularly commendable. The group discussion and case competition session allowed for engaging and stimulating conversations among participants. It has truly been an inspiring and transformative journey, and I am confident that the knowledge and insight gained will have a great impact on my academic and professional life.”
Shyam Kumar, Research Scholar at Jamia Millia Islamia, New Delhi, India
“The lecturers who spoke on populism were remarkable, providing me with invaluable insights and perspectives. Additionally, the inclusion of a discussion room following the lectures was an excellent idea. It provided an opportunity for me to engage in fruitful discussions, seek clarification on any confusing aspects, and raise pertinent questions.”
Hilal Cibik, PhD Researcher in Legal Populism, Exeter University
“The sessions covered various aspects of populism, like, socio-political implications and its impact on contemporary democracies. The inclusion of multidisciplinary perspectives helped me gain a comprehensive understanding of the subject matter. I particularly appreciated the quality of the instructors and their expertise in their respective fields. Their ability to present complex concepts in a clear and accessible manner greatly enhanced the learning experience. The interactive nature of the sessions, with opportunities for questions and discussions, fostered an engaging and collaborative environment that encouraged active participation. The selection of the case study provided us with valuable insight into the different manifestations of populism. One aspect that I found especially beneficial was the emphasis on critical thinking and analysis. The program challenged participants to examine populism from various angles, considering its advantages and drawbacks. This approach allowed for nuanced discussions and encouraged us to question our assumptions and biases.”
Junaid Amjad, PhD Scholar, Western Sydney University.