Professional Documents
Culture Documents
Contents
Etymology and usage
Colonialism versus imperialism
Age of Imperialism
Theories of imperialism Cecil Rhodes and the Cape-Cairo
Issues railway project. Rhodes aimed to
Orientalism and imaginative geography "paint the map red" (red representing
the British Empire).[1]
Cartography
Expansionism
Cultural imperialism
Social imperialism
Justification
Environmental determinism
Anti-imperialism
Imperialism by country
Roman
Ming
Mongolian
Mali
Austria-Hungary
Belgium
Brazil
Britain
China
Denmark
France
Education policy
Germany
Italy
Japan
Netherlands
Ottoman Empire
Portugal
The Russian Empire & the Soviet Union
United States
Spain
Imperialism in the Caribbean basin
Scholarly debate and controversy
Sweden
See also
References
Further reading
External links
Imperialism and colonialism both dictate the political and economic advantage over a land and the
indigenous populations they control, yet scholars sometimes find it difficult to illustrate the difference
between the two.[10]: 107 Although imperialism and colonialism focus on the suppression of another, if
colonialism refers to the process of a country taking physical control of another, imperialism refers to the
political and monetary dominance, either formally or informally. Colonialism is seen to be the architect
deciding how to start dominating areas and then imperialism can be seen as creating the idea behind
conquest cooperating with colonialism. Colonialism is when the imperial nation begins a conquest over an
area and then eventually is able to rule over the areas the previous nation had controlled. Colonialism's core
meaning is the exploitation of the valuable assets and supplies of the nation that was conquered and the
conquering nation then gaining the benefits from the spoils of the war.[10]: 170–75 The meaning of
imperialism is to create an empire, by conquering the other state's lands and therefore increasing its own
dominance. Colonialism is the builder and preserver of the colonial possessions in an area by a population
coming from a foreign region.[10]: 173–76 Colonialism can completely change the existing social structure,
physical structure, and economics of an area; it is not unusual that the characteristics of the conquering
peoples are inherited by the conquered indigenous populations.[10]: 41 Few colonies remain remote from
their mother country. Thus, most will eventually establish a separate nationality or remain under complete
control of their mother colony.[11]
The Soviet leader Vladimir Lenin suggested that "imperialism was the highest form of capitalism, claiming
that imperialism developed after colonialism, and was distinguished from colonialism by monopoly
capitalism".[9]: 116 This idea from Lenin stresses how important new political world order has become in
the modern era. Geopolitics now focuses on states becoming major economic players in the market; some
states today are viewed as empires due to their political and economic authority over other nations.
European expansion caused the world to be divided by how developed and developing nations are
portrayed through the world systems theory. The two main regions are the core and the periphery. The core
consists of areas of high income and profit; the periphery is on the opposing side of the spectrum consisting
of areas of low income and profit. These critical theories of geo-politics have led to increased discussion of
the meaning and impact of imperialism on the modern post-colonial world.
Age of Imperialism
The Age of Imperialism, a time period beginning around 1760,
saw European industrializing nations, engaging in the process of
colonizing, influencing, and annexing other parts of the world.[12]
19th century episodes included the "Scramble for Africa."[13]
Entrance of the Russian troops in In the 1970s British historians John Gallagher (1919–1980) and
Tiflis, 26 November 1799, by Franz Ronald Robinson (1920–1999) argued that European leaders
Roubaud, 1886 rejected the notion that "imperialism" required formal, legal control
by one government over a colonial region. Much more important
was informal control of independent areas.[14] According to Wm.
Roger Louis, "In their view, historians have been mesmerized by formal empire and maps of the world with
regions colored red. The bulk of British emigration, trade, and capital went to areas outside the formal
British Empire. Key to their thinking is the idea of empire 'informally if possible and formally if
necessary.'"[15] Oron Hale says that Gallagher and Robinson looked at the British involvement in Africa
where they "found few capitalists, less capital, and not much pressure from the alleged traditional promoters
of colonial expansion. Cabinet decisions to annex or not to annex were made, usually on the basis of
political or geopolitical considerations."[16]: 6
Europe's expansion into territorial imperialism was largely focused on economic growth by collecting
resources from colonies, in combination with assuming political control by military and political means.
The colonization of India in the mid-18th century offers an example of this focus: there, the "British
exploited the political weakness of the Mughal state, and, while military activity was important at various
times, the economic and administrative incorporation of local elites was also of crucial significance" for the
establishment of control over the subcontinent's resources, markets, and manpower.[18] Although a
substantial number of colonies had been designed to provide economic profit and to ship resources to home
ports in the 17th and 18th centuries, D. K. Fieldhouse suggests that in the 19th and 20th centuries in places
such as Africa and Asia, this idea is not necessarily valid:[19]
Modern empires were not artificially constructed economic machines. The second expansion
of Europe was a complex historical process in which political, social and emotional forces in
Europe and on the periphery were more influential than calculated imperialism. Individual
colonies might serve an economic purpose; collectively no empire had any definable function,
economic or otherwise. Empires represented only a particular phase in the ever-changing
relationship of Europe with the rest of the world: analogies with industrial systems or
investment in real estate were simply misleading.[10]: 184
During this time, European merchants had the ability to "roam the high seas and appropriate surpluses from
around the world (sometimes peaceably, sometimes violently) and to concentrate them in Europe".[20]
European expansion greatly accelerated in the 19th century. To
obtain raw materials, Europe expanded imports from other
countries and from the colonies. European industrialists sought raw
materials such as dyes, cotton, vegetable oils, and metal ores from
overseas. Concurrently, industrialization was quickly making
Europe the centre of manufacturing and economic growth, driving
resource needs.[21]
British assault on Canton during the
Communication became much more advanced during European
First Opium War, May 1841
expansion. With the invention of railroads and telegraphs, it
became easier to communicate with other countries and to extend
the administrative control of a home nation over its colonies. Steam
railroads and steam-driven ocean shipping made possible the fast, cheap transport of massive amounts of
goods to and from colonies.[21]
Along with advancements in communication, Europe also continued to advance in military technology.
European chemists made new explosives that made artillery much more deadly. By the 1880s, the machine
gun had become a reliable battlefield weapon. This technology gave European armies an advantage over
their opponents, as armies in less-developed countries were still fighting with arrows, swords, and leather
shields (e.g. the Zulus in Southern Africa during the Anglo-Zulu War of 1879).[21] Some exceptions of
armies that managed to get nearly on par with the European expeditions and standards include the
Ethiopian armies at the Battle of Adwa, and the Japanese Imperial Army of Japan, but these still relied
heavily on weapons imported from Europe and often on European military advisors.
Theories of imperialism
Anglophone academic studies often base their theories regarding imperialism on the British experience of
Empire. The term imperialism was originally introduced into English in its present sense in the late 1870s
by opponents of the allegedly aggressive and ostentatious imperial policies of British Prime Minister
Benjamin Disraeli. Supporters of "imperialism" such as Joseph Chamberlain quickly appropriated the
concept. For some, imperialism designated a policy of idealism and philanthropy; others alleged that it was
characterized by political self-interest, and a growing number associated it with capitalist greed.
Historians and political theorists have long debated the correlation between capitalism, class and
imperialism. Much of the debate was pioneered by such theorists as J. A. Hobson (1858–1940), Joseph
Schumpeter (1883–1950), Thorstein Veblen (1857–1929), and Norman Angell (1872–1967). While these
non-Marxist writers were at their most prolific before World War I, they remained active in the interwar
years. Their combined work informed the study of imperialism and its impact on Europe, as well as
contributing to reflections on the rise of the military-political complex in the United States from the 1950s.
Hobson argued that domestic social reforms could cure the international disease of imperialism by
removing its economic foundation. Hobson theorized that state intervention through taxation could boost
broader consumption, create wealth, and encourage a peaceful, tolerant, multipolar world order.[25][26]
Walter Rodney, in his 1972 classic How Europe Underdeveloped Africa, proposes the idea that
imperialism is a phase of capitalism "in which Western European capitalist countries, the US, and Japan
established political, economic, military and cultural hegemony over other parts of the world which were
initially at a lower level and therefore could not resist domination."[27] As a result, Imperialism "for many
years embraced the whole world – one part being the exploiters and the other the exploited, one part being
dominated and the other acting as overlords, one part making policy and the other being dependent."[27]
Imperialism has also been identified in newer phenomena like space development and its governing
context.[28]
Issues
Imperial control, territorial and cultural, is justified through discourses about the imperialists' understanding
of different spaces.[29] Conceptually, imagined geographies explain the limitations of the imperialist
understanding of the societies (human reality) of the different spaces inhabited by the non–European
Other.[29]
In Orientalism (1978), Edward Said said that the West developed the concept of The Orient—an imagined
geography of the Eastern world—which functions as an essentializing discourse that represents neither the
ethnic diversity nor the social reality of the Eastern world.[30] That by reducing the East into cultural
essences, the imperial discourse uses place-based identities to create cultural difference and psychologic
distance between "We, the West" and "They, the East" and between "Here, in the West" and "There, in the
East".[31]
That cultural differentiation was especially noticeable in the books and paintings of early Oriental studies,
the European examinations of the Orient, which misrepresented the East as irrational and backward, the
opposite of the rational and progressive West.[29][32] Defining the East as a negative vision of the Western
world, as its inferior, not only increased the sense-of-self of the West, but also was a way of ordering the
East, and making it known to the West, so that it could be dominated and controlled.[33][34] Therefore,
Orientalism was the ideological justification of early Western imperialism—a body of knowledge and ideas
that rationalized social, cultural, political, and economic control of other, non-white peoples.[31][9]: 116
Cartography
One of the main tools used by imperialists was cartography. Cartography is "the art, science and technology
of making maps"[35] but this definition is problematic. It implies that maps are objective representations of
the world when in reality they serve very political means.[35] For Harley, maps serve as an example of
Foucault's power and knowledge concept.
To better illustrate this idea, Bassett focuses his analysis of the role of 19th-century maps during the
"scramble for Africa".[36] He states that maps "contributed to empire by promoting, assisting, and
legitimizing the extension of French and British power into West Africa".[36] During his analysis of 19th-
century cartographic techniques, he highlights the use of blank space to denote unknown or unexplored
territory.[36] This provided incentives for imperial and colonial powers to obtain "information to fill in blank
spaces on contemporary maps".[36]
Although cartographic processes advanced through imperialism, further analysis of their progress reveals
many biases linked to eurocentrism. According to Bassett, "[n]ineteenth-century explorers commonly
requested Africans to sketch maps of unknown areas on the ground. Many of those maps were highly
regarded for their accuracy"[36] but were not printed in Europe unless Europeans verified them.
Expansionism
Cultural imperialism
Imperialism has been subject to moral or immoral censure by its critics, and thus the term is frequently used
in international propaganda as a pejorative for expansionist and aggressive foreign policy.[37]
Social imperialism
The political concept social imperialism is a Marxist expression first used in the early 20th century by Lenin
as "socialist in words, imperialist in deeds" describing the Fabian Society and other socialist
organizations.[38] Later, in a split with the Soviet Union, Mao Zedong criticized its leaders as social
imperialists.[39]
Justification
Stephen Howe has summarized his view on the beneficial effects of the
colonial empires:
The Royal Geographical Society of London and other geographical societies in Europe had great influence
and were able to fund travelers who would come back with tales of their discoveries.[9]: 117 These societies
also served as a space for travellers to share these stories.[9]: 117 Political geographers such as Friedrich
Ratzel of Germany and Halford Mackinder of Britain also supported imperialism.[9]: 117 Ratzel believed
expansion was necessary for a state's survival while Mackinder supported Britain's imperial expansion;
these two arguments dominated the discipline for decades.[9]: 117
Geographical theories such as environmental determinism also suggested that tropical environments created
uncivilized people in need of European guidance.[9]: 117 For instance, American geographer Ellen
Churchill Semple argued that even though human beings originated in the tropics they were only able to
become fully human in the temperate zone.[44]: 11 Tropicality can be paralleled with Edward Said's
Orientalism as the west's construction of the east as the "other".[44]: 7 According to Said, orientalism
allowed Europe to establish itself as the superior and the norm, which justified its dominance over the
essentialized Orient.[45]: 329
Technology and economic efficiency were often improved in territories subjected to imperialism through
the building of roads, other infrastructure and introduction of new technologies.
The principles of imperialism are often generalizable to the policies and practices of the British Empire
"during the last generation, and proceeds rather by diagnosis than by historical description".[46] British
imperialism in some sparsely-inhabited regions appears to have applied a principle now termed Terra
nullius (Latin expression which stems from Roman law meaning 'no man's land'). The country of Australia
serves as a case study in relation to British settlement and colonial rule of the continent in the 18th century,
that was arguably premised on terra nullius, as its settlers considered it unused by its original inhabitants.
Environmental determinism
The concept of environmental determinism served as a moral justification for the domination of certain
territories and peoples. The environmental determinist school of thought held that the environment in which
certain people lived determined those persons' behaviours; and thus validated their domination. For
example, the Western world saw people living in tropical environments as "less civilized", therefore
justifying colonial control as a civilizing mission. Across the three major waves of European colonialism
(the first in the Americas, the second in Asia and the last in Africa), environmental determinism served to
place categorically indigenous people in a racial hierarchy. This takes two forms, orientalism and tropicality.
Some geographic scholars under colonizing empires divided the world into climatic zones. These scholars
believed that Northern Europe and the Mid-Atlantic temperate climate produced a hard-working, moral,
and upstanding human being. In contrast, tropical climates allegedly yielded lazy attitudes, sexual
promiscuity, exotic culture, and moral degeneracy. The people of these climates were believed to be in need
of guidance and intervention from a European empire to aid in the governing of a more evolved social
structure; they were seen as incapable of such a feat. Similarly, orientalism could promote a view of a
people based on their geographical location.[47]
Anti-imperialism
Anti-imperialism gained a wide currency after the Second World War and at the onset of the Cold War as
political movements in colonies of European powers promoted national sovereignty. Some anti-imperialist
groups who opposed the United States supported the power of the Soviet Union, such as in Guevarism,
while in Maoism this was criticized as social imperialism.
Imperialism by country
Roman
Ming
Mongolian
Mali
Austria-Hungary
Belgium
Brazil
Britain
England
Scotland
Following the proto-industrialization, the "First" British Empire was based on mercantilism, and involved
colonies and holdings primarily in North America, the Caribbean, and India. Its growth was reversed by the
loss of the American colonies in 1776. Britain made compensating gains in India, Australia, and in
constructing an informal economic empire through control of trade and finance in Latin America after the
independence of Spanish and Portuguese colonies in about 1820.[50] By the 1840s, Britain had adopted a
highly successful policy of free trade that gave it dominance in the trade of much of the world.[51] After
losing its first Empire to the Americans, Britain then turned its attention towards Asia, Africa, and the
Pacific. Following the defeat of Napoleonic France in 1815, Britain enjoyed a century of almost
unchallenged dominance and expanded its imperial holdings around the globe. Unchallenged at sea, British
dominance was later described as Pax Britannica ("British Peace"), a period of relative peace in Europe
and the world (1815–1914) during which the British Empire became the global hegemon and adopted the
role of global policeman. However, this peace was mostly a perceived one from Europe, and the period
was still an almost uninterrupted series of colonial wars and disputes. The British Conquest of India, its
intervention against Mehemet Ali, the Anglo-Burmese Wars, the Crimean War, the Opium Wars and the
Scramble for Africa to name the most notable conflicts mobilised ample military means to press Britain's
lead in the global conquest Europe led across the century.[52][53][54][55]
A resurgence came in the late 19th century with the Scramble for Africa and major additions in Asia and
the Middle East. The British spirit of imperialism was expressed by Joseph Chamberlain and Lord
Rosebury, and implemented in Africa by Cecil Rhodes. The pseudo-sciences of Social Darwinism and
theories of race formed an ideological underpinning and legitimation during this time. Other influential
spokesmen included Lord Cromer, Lord Curzon, General Kitchener, Lord Milner, and the writer Rudyard
Kipling.[62] The British Empire was the largest Empire that the world has ever seen both in terms of
landmass and population. Its power, both military and economic, remained unmatched for a few decades.
After the First Boer War, the South African Republic and Orange Free State were recognised by Britain but
eventually re-annexed after the Second Boer War. But British power was fading, as the reunited German
state founded by the Kingdom of Prussia posed a growing threat to Britain's dominance. As of 1913,
Britain was the world's fourth economy, behind the U.S, Russia and Germany.
Irish War of Independence in 1919-1921 led to the сreation of
the Irish Free State. But Britain gained control of former
German and Ottoman colonies with the League of Nations
mandate. Britain now had a practically continuous line of
controlled territories from Egypt to Burma and another one
from Cairo to Cape Town. However, this period was also the
one of the emergence of independence movements based on
nationalism and new experiences the colonists had gained in
the war.
China
China was one of the world's oldest empires. Due to its long
history of imperialist expansion, China has been seen by its
neighboring countries as a threat due to its large population, giant
economy, large military force as well as its territorial evolution
throughout history. Starting with the unification of China under the
Qin dynasty, later Chinese dynasties continued to follow its form
of expansions.[64]
Danish overseas colonies that Denmark–Norway (Denmark after 1814) possessed from 1536 until 1953.
At its apex there were colonies on four continents: Europe, North America, Africa and Asia. In the 17th
century, following territorial losses on the Scandinavian Peninsula, Denmark-Norway began to develop
colonies, forts, and trading posts in West Africa, the Caribbean, and the Indian subcontinent. Christian IV
first initiated the policy of expanding Denmark-Norway's overseas trade, as part of the mercantilist wave
that was sweeping Europe. Denmark-Norway's first colony was established at Tranquebar on India's
southern coast in 1620. Admiral Ove Gjedde led the expedition that established the colony. After 1814,
when Norway was ceded to Sweden, Denmark retained what remained of Norway's great medieval
colonial holdings. One by one the smaller colonies were lost or sold. Tranquebar was sold to the British in
1845. The United States purchased the Danish West Indies in 1917. Iceland became independent in 1944.
Today, the only remaining vestiges are two originally Norwegian colonies that are currently within the
Danish Realm, the Faroe Islands and Greenland; the Faroes were a Danish county until 1948, while
Greenland's colonial status ceased in 1953. They are now autonomous territories.[65]
France
During the 16th century, the
French colonization of the
Americas began with the
creation of New France. It
was followed by French East
India Company's trading posts
in Africa and Asia in the 17th
century. France had its "First
colonial empire" from 1534
until 1814, including New
France (Canada, Acadia,
Newfoundland and
Louisiana), French West
Indies (Saint-Domingue,
Guadeloupe, Martinique),
French Guiana, Senegal
(Gorée), Mascarene Islands
(Mauritius Island, Réunion)
and French India.
French Republicans, at first hostile to empire, only became supportive when Germany started to build her
own colonial empire. As it developed, the new empire took on roles of trade with France, supplying raw
materials and purchasing manufactured items, as well as lending prestige to the motherland and spreading
French civilization and language as well as Catholicism. It also provided crucial manpower in both World
Wars.[68] It became a moral justification to lift the world up to French standards by bringing Christianity
and French culture. In 1884 the leading exponent of colonialism, Jules Ferry declared France had a
civilising mission: "The higher races have a right over the lower races, they have a duty to civilize the
inferior".[69] Full citizenship rights – assimilation – were offered, although in reality assimilation was
always on the distant horizon.[70] Contrasting from Britain, France sent
small numbers of settlers to its colonies, with the only notable exception of
Algeria, where French settlers nevertheless always remained a small
minority.
In the 19th and 20th centuries, the French colonial empire was the second-
largest colonial empire in the world behind the British Empire, extending
over 13,500,000 km2 (5,212,000 sq. miles) at its height in the 1920s and
1930s. France controlled 1/10th of the Earth's land area, with a population
of 150 million people on the eve of World War II (8% of the world's
population at the time).[71]
In World War II, Charles de Gaulle and the Free French used the overseas
colonies as bases from which they fought to liberate France. However,
French poster about the
after 1945 anti-colonial movements began to challenge the Empire. France
"Madagascar War" fought and lost a bitter war in Vietnam in the 1950s. Whereas they won the
war in Algeria, de Gaulle decided to grant Algeria independence anyway
in 1962. French settlers and many local supporters relocated to France.
Nearly all of France's colonies gained independence by 1960, but France retained great financial and
diplomatic influence. It has repeatedly sent troops to assist its former colonies in Africa in suppressing
insurrections and coups d'état.[72]
Education policy
French colonial officials, influenced by the revolutionary ideal of equality, standardized schools, curricula,
and teaching methods as much as possible. They did not establish colonial school systems with the idea of
furthering the ambitions of the local people, but rather simply exported the systems and methods in vogue
in the mother nation.[73] Having a moderately trained lower bureaucracy was of great use to colonial
officials.[74] The emerging French-educated indigenous elite saw little value in educating rural peoples.[75]
After 1946 the policy was to bring the best students to Paris for advanced training. The result was to
immerse the next generation of leaders in the growing anti-colonial diaspora centered in Paris.
Impressionistic colonials could mingle with studious scholars or radical revolutionaries or so everything in
between. Ho Chi Minh and other young radicals in Paris formed the French Communist party in 1920.[76]
Tunisia was exceptional. The colony was administered by Paul Cambon, who built an educational system
for colonists and indigenous people alike that was closely modeled on mainland France. He emphasized
female and vocational education. By independence, the quality of Tunisian education nearly equalled that
in France.[77]
African nationalists rejected such a public education system, which they perceived as an attempt to retard
African development and maintain colonial superiority. One of the first demands of the emerging nationalist
movement after World War II was the introduction of full metropolitan-style education in French West
Africa with its promise of equality with Europeans.[78][79]
In Algeria, the debate was polarized. The French set up schools based on the scientific method and French
culture. The Pied-Noir (Catholic migrants from Europe) welcomed this. Those goals were rejected by the
Moslem Arabs, who prized mental agility and their distinctive religious tradition. The Arabs refused to
become patriotic and cultured Frenchmen and a unified educational system was impossible until the Pied-
Noir and their Arab allies went into exile after 1962.[80]
In South Vietnam from 1955 to 1975 there were two competing colonial powers in education, as the
French continued their work and the Americans moved in. They sharply disagreed on goals. The French
educators sought to preserving French culture among the Vietnamese elites and relied on the Mission
Culturelle – the heir of the colonial Direction of Education – and its prestigious high schools. The
Americans looked at the great mass of people and sought to make South Vietnam a nation strong enough to
stop communism. The Americans had far more money, as USAID coordinated and funded the activities of
expert teams, and particularly of academic missions. The French deeply resented the American invasion of
their historical zone of cultural imperialism.[81]
Germany
However, public opinion and elite opinion in Germany demanded colonies for reasons of international
prestige, so Bismarck was forced to oblige. In 1883–84 Germany began to build a colonial empire in Africa
and the South Pacific.[84][85] The establishment of the German colonial empire started with German New
Guinea in 1884.[86]
German colonies included the present territories of in Africa: Tanzania, Rwanda, Burundi, Namibia,
Cameroon, Ghana and Togo; in Oceania: New Guinea, Solomon islands, Nauru, Marshall Islands, Mariana
Islands, Caroline Islands and Samoa; and in Asia: Tsingtao, Chefoo and the Jiaozhou Bay. The Treaty of
Versailles made them mandates temporarily operated by the Allied victors.[87] Germany also lost part of the
Eastern territories that became part of independent Poland as a result of the Treaty of Versailles in 1919.
Finally, the Eastern territories captured in the Middle Ages were torn from Germany and became part of
Poland and the USSR as a result of the territorial reorganization established by the Potsdam conference of
the great powers in 1945.
Italy
The Italian Empire (Impero italiano) comprised the overseas possessions of the Kingdom of Italy
primarily in northeast Africa. It began with the purchase in 1869 of Assab Bay on the Red Sea by an Italian
navigation company which intended to establish a coaling station at the time the Suez Canal was being
opened to navigation.[88] This was taken over by the Italian government in 1882, becoming modern Italy's
first overseas territory.[89] By the start of the First World War in 1914, Italy had acquired in Africa the
colony of Eritrea on the Red Sea coast, a large protectorate and later colony in Somalia, and authority in
formerly Ottoman Tripolitania and Cyrenaica (gained after the Italo-Turkish War) which were later unified
in the colony of Libya.
Outside Africa, Italy possessed the Dodecanese Islands off the
coast of Turkey (following the Italo-Turkish War) and a small
concession in Tianjin in China following the Boxer War of
1900. During the First World War, Italy occupied southern
Albania to prevent it from falling to Austria-Hungary. In
1917, it established a protectorate over Albania, which
remained in place until 1920.[90] The Fascist government that
came to power with Benito Mussolini in 1922 sought to
increase the size of the Italian empire and to satisfy the claims
of Italian irredentists.
The Italian Empire in 1940
In its second invasion of Ethiopia in 1935–36, Italy was
successful and it merged its new conquest with its older east
African colonies to create Italian East Africa. In 1939, Italy invaded Albania and incorporated it into the
Fascist state. During the Second World War (1939–1945), Italy occupied British Somaliland, parts of south-
eastern France, western Egypt and most of Greece, but then lost those conquests and its African colonies,
including Ethiopia, to the invading allied forces by 1943. It was forced in the peace treaty of 1947 to
relinquish sovereignty over all its colonies. It was granted a trust to administer former Italian Somaliland
under United Nations supervision in 1950. When Somalia became independent in 1960, Italy's eight-
decade experiment with colonialism ended.[91][92]
Japan
And Japan was eager to take every opportunity. In 1869 they took advantage of the defeat of the rebels of
the Republic of Ezo to incorporate definitely the island of Hokkaido to Japan. For centuries, Japan viewed
the Ryukyu Islands as one of its provinces. In 1871 the Mudan incident happened: Taiwanese aborigines
murdered 54 Ryūkyūan sailors that became shipwrecked. At that time the Ryukyu Islands were claimed by
both Qing China and Japan, and the Japanese interpreted the incident as an attack on their citizens. They
took steps to bring the islands in their jurisdiction: in 1872 the Japanese Ryukyu Domain was declared, and
in 1874 a retaliatory incursion to Taiwan was sent, which was a success. The success of this expedition
emboldened the Japanese: not even the Americans could defeat the Taiwanese in the Formosa Expedition
of 1867. Very few gave it much thought at the time, but this was the first move in the Japanese
expansionism series. Japan occupied Taiwan for the rest of 1874
and then left owing to Chinese pressures, but in 1879 it finally
annexed the Ryukyu Islands. In 1875 Qing China sent a 300-men
force to subdue the Taiwanese, but unlike the Japanese the
Chinese were routed, ambushed and 250 of their men were killed;
the failure of this expedition exposed once more the failure of Qing
China to exert effective control in Taiwan, and acted as another
incentive for the Japanese to annex Taiwan. Eventually, the spoils
for winning the First Sino-Japanese War in 1894 included
Taiwan.[95] Japanese Marines preparing to land
in Anqing China in June 1938.
In 1875 Japan took its first operation against Joseon Korea,
another territory that for centuries it coveted; the Ganghwa Island
incident made Korea open to international trade. Korea was annexed in 1910. As a result of winning the
Russo-Japanese War in 1905, Japan took part of Sakhalin Island from Russia. Precisely, the victory against
the Russian Empire shook the world: never before had an Asian nation defeated a European power, and in
Japan it was seen as a feat. Japan's victory against Russia would act as an antecedent for Asian countries in
the fight against the Western powers for Decolonization. During World War I, Japan took German-leased
territories in China's Shandong Province, as well as the Mariana, Caroline, and Marshall Islands, and kept
the islands as League of nations mandates. At first, Japan was in good standing with the victorious Allied
powers of World War I, but different discrepancies and dissatisfaction with the rewards of the treaties
cooled the relations with them, for example American pressure forced it to return the Shandong area. By
the '30s, economic depression, urgency of resources and a growing distrust in the Allied powers made
Japan lean to a hardened militaristic stance. Through the decade, it would grow closer to Germany and
Italy, forming together the Axis alliance. In 1931 Japan took Manchuria from China. International reactions
condemned this move, but Japan's already strong skepticism against Allied nations meant that it
nevertheless carried on.[96]
Netherlands
Ottoman Empire
The Ottoman Empire was an imperial state that lasted from 1299 to
1922. In 1453, Mehmed the Conqueror captured Constantinople
and made it his capital. During the 16th and 17th centuries, in
particular at the height of its power under the reign of Suleiman the
Magnificent, the Ottoman Empire was a powerful multinational,
multilingual empire, which invaded and colonized much of
Southeast Europe, Western Asia, the Caucasus, North Africa, and
the Horn of Africa. Its repeated invasions, and brutal treatment of
Slavs led to the Great Migrations of the Serbs to escape
Ottoman troops marching in Aleppo
persecution. At the beginning of the 17th century the empire
contained 32 provinces and numerous vassal states. Some of these
were later absorbed into the empire, while others were granted
various types of autonomy during the course of centuries.[98]
Following a long period of military setbacks against European powers, the Ottoman Empire gradually
declined, losing control of much of its territory in Europe and Africa.
Portugal
But it would be a strong simplification to reduce expansion of Russia only to military conquests. The
acquisition of Ukraine by Russia commenced in 1654, when Polish rule brought the population of Ukraine
to revolts (see Pereyaslav Council). Another example is Georgia's accession to Russia in 1783. Given
Georgia's history of invasions from the south, an alliance with Russia may have been seen as the only way
to discourage or resist Persian and Ottoman aggression, while also establishing a link to Western Europe
(see Treaty of Georgievsk). Russia's support helped establish independent Mongolia (independent from
China) (see Mongolian Revolution of 1911).
Trotsky, and others, believed that the revolution could only succeed in Russia as part of a world revolution.
Lenin wrote extensively on the matter and famously declared that Imperialism was the highest stage of
capitalism. However, after Lenin's death, Joseph Stalin established 'socialism in one country' for the Soviet
Union, creating the model for subsequent inward looking Stalinist states and purging the early
Internationalist elements. The internationalist tendencies of the early revolution would be abandoned until
they returned in the framework of a client state in competition with the Americans during the Cold War. In
the post-Stalin period in the late 1950s, the new political leader Nikita Khrushchev put pressure on the
Soviet-American relations starting a new wave of anti-imperialist propaganda. In his speech on the UN
conference in 1960, he announced the continuation of the war on imperialism, stating that soon the people
of different countries will come together and overthrow their imperialist leaders. Although the Soviet Union
declared itself anti-imperialist, critics argue that it exhibited traits common to historic empires.[104][105][106]
Some scholars hold that the Soviet Union was a hybrid entity containing elements common to both
multinational empires and nation states. Some also argued that the USSR practiced colonialism as did other
imperial powers and was carrying on the old Russian tradition of expansion and control.[106] Mao Zedong
once argued that the Soviet Union had itself become an imperialist power while maintaining a socialist
façade. Moreover, the ideas of imperialism were widely spread in action on the higher levels of
government. Some Marxists within the Russian Empire and later the USSR, like Sultan Galiev and Vasyl
Shakhrai, considered the Soviet regime a renewed version of the Russian imperialism and colonialism.[107]
Soviet imperialism involved invasion of Hungary in 1956 to destroy democratic forces.[108] Soviet
imperialism was roundly condemned In 1979 when the USSR invaded Afghanistan to keep a friendly
government in power. The invasion "alerted the Third World, as no earlier Soviet intervention had done, to
the nature of Soviet imperialism.[109][110] It must be said that the USSR never called itself an "Empire"
unlike other world powers and the use of such a name carries a negative connotation.
United States
At the start of World War II, President Franklin D. Roosevelt was opposed
to European colonialism, especially in India. He pulled back when
Britain's Winston Churchill demanded that victory in the war be the first
priority. Roosevelt expected that the United Nations would take up the Cartoon of belligerent Uncle
problem of decolonization.[116] Sam placing Spain on
notice, c. 1898
Some have described the internal strife between various people groups as a
form of imperialism or colonialism. This internal form is distinct from
informal U.S. imperialism in the form of political and financial hegemony.[117] This internal form of
imperialism is also distinct from the United States' formation of "colonies" abroad.[117] Through the
treatment of its indigenous peoples during westward expansion, the United States took on the form of an
imperial power prior to any attempts at external imperialism. This internal form of empire has been referred
to as "internal colonialism".[118] Participation in the African slave trade and the subsequent treatment of its
12 to 15 million Africans is viewed by some to be a more modern extension of America's "internal
colonialism".[119] However, this internal colonialism faced resistance, as external colonialism did, but the
anti-colonial presence was far less prominent due to the nearly complete dominance that the United States
was able to assert over both indigenous peoples and African-Americans.[120] In his lecture on April 16,
2003, Edward Said made a bold statement on modern imperialism in the United States, whom he described
as using aggressive means of attack towards the contemporary Orient, "due to their backward living, lack
of democracy and the violation of women’s rights. The western world forgets during this process of
converting the other that enlightenment and democracy are concepts that not all will agree upon".[121]
Spain
While leveraging colonialism in the same geographic operating theater as its imperial rivals, Spain
maintained distinct imperial objectives and instituted a unique form of colonialism in support of its imperial
agenda. Spain placed significant strategic emphasis on the acquisition, extraction, and exportation of
precious metals (primarily gold and silver). A second objective was the evangelization of subjugated
indigenous populations residing in mineral-rich and strategically favorable locations. Notable examples of
these indigenous groups include the Taίno populations inhabiting Puerto Rico and segments of Cuba.
Compulsory labor and slavery were widely institutionalized across Spanish-occupied territories and
colonies, with an initial emphasis on directing labor towards mining activity and related methods of
procuring semi-precious metals. The emergence of the Encomienda system during the 16th–17th centuries
in occupied colonies within the Caribbean basin reflects a gradual shift in imperial prioritization,
increasingly focusing on large-scale production and exportation of agricultural commodities.
The scope and scale of Spanish participation in imperialism within the Caribbean basin remains a subject of
scholarly debate among historians. A fundamental source of contention stems from the inadvertent
conflation of theoretical conceptions of imperialism and colonialism. Furthermore, significant variation
exists in the definition and interpretation of these terms as expounded by historians, anthropologists,
philosophers, and political scientists.
Among historians, there is substantial support in favor of approaching imperialism as a conceptual theory
emerging during the 18th–19th centuries, particularly within Britain, propagated by key exponents such as
Joseph Chamberlain and Benjamin Disraeli. In accordance with this theoretical perspective, the activities of
the Spanish in the Caribbean are not components of a preeminent, ideologically-driven form of imperialism.
Rather, these activities are more accurately classified as representing a form of colonialism.
Further divergence among historians can be attributed to varying theoretical perspectives regarding
imperialism that are proposed by emerging academic schools of thought. Noteworthy examples include
cultural imperialism, whereby proponents such as John Downing and Annabelle Sreberny-Modammadi
define imperialism as "...the conquest and control of one country by a more powerful one."[123] Cultural
imperialism signifies the dimensions of the process that go beyond economic exploitation or military force."
Moreover, colonialism is understood as "...the form of imperialism in which the government of the colony is
run directly by foreigners."[124]
In spite of diverging perspectives and the absence of a unilateral scholarly consensus regarding imperialism
among historians, within the context of Spanish expansion in the Caribbean basin during the colonial era,
imperialism can be interpreted as an overarching ideological agenda that is perpetuated through the
institution of colonialism. In this context, colonialism functions as an instrument designed to achieve
specific imperialist objectives.
Sweden
See also
Hegemony
Historiography of the British Empire
Imperialism, the Highest Stage of Capitalism 1917 book by Lenin
International relations of the Great Powers (1814–1919)
International relations, 1648–1814
List of empires
List of largest empires
Political history of the world
Postcolonialism
Scramble for Africa, in late 19th century
Super-imperialism
Ultra-imperialism
Western European colonialism and colonization
14 Points esp. V and XII
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Further reading
Abernethy, David P. The Dynamics of Global Dominance: European Overseas Empires,
1425–1980 (Yale UP, 2000), political science approach. online review (https://muse.jhu.edu/
article/16319/summary)
Ankerl, Guy. Coexisting Contemporary Civilizations: Arabo-Muslim, Bharatai, Chinese, and
Western, Geneva, INU Press, 2000, ISBN 2-88155-004-5.
Bayly, C.A. ed. Atlas of the British Empire (1989). survey by scholars; heavily illustrated
Brendon, Piers. "A Moral Audit of the British Empire" (https://www.opendemocracy.net/en/brit
ish_empire/). History Today, (Oct 2007), Vol. 57 Issue 10, pp. 44–47
Brendon, Piers. The Decline and Fall of the British Empire, 1781–1997 (2008), ISBN 978-0-
307-27028-3, wide-ranging survey
Bickers, Robert and Christian Henriot, New Frontiers: Imperialism's New Communities in
East Asia, 1842–1953, Manchester, Manchester University Press, 2000, ISBN 0-7190-5604-
7
Blanken, Leo. Rational Empires: Institutional Incentives and Imperial Expansion (http://www.
themontrealreview.com/2009/Rational-Empires-Institutional-Incentives-and-Imperial-Expans
ion.php), University Of Chicago Press, 2012
Bush, Barbara. Imperialism and Postcolonialism (History: Concepts, Theories and Practice),
Longmans, 2006, ISBN 0-582-50583-6
Comer, Earl of. Ancient and Modern Imperialism, John Murray, 1910.
Cotterell, Arthur. Western Power in Asia: Its Slow Rise and Swift Fall, 1415 - 1999 (2009)
popular history excerpts (https://www.amazon.com/Western-Power-Asia-Slow-Swift/dp/0470
824891/)
Dabhoiwala, Fara, "Imperial Delusions" (review of Priya Satia, Time's Monster: How History
Makes History, Belknap Press/Harvard University Press, 2020, 363 pp.; Mahmood
Mamdani, Neither Settler nor Native: The Making and Unmaking of Permanent Minorities,
Belknap Press/Harvard University Press, 2020, 401 pp.; and Adom Getachew, Worldmaking
after Empire: The Rise and Fall of Self-Determination, Princeton University Press, 2021 [?],
271 pp.), The New York Review of Books, vol. LXVIII, no. 11 (1 July 2021), pp. 59–62.
Darwin, John. After Tamerlane: The Rise and Fall of Global Empires, 1400–2000, (Penguin
Books, 2008), 576 pp
Darwin, John. The Empire Project (2011) 811pp free viewing (https://play.google.com/books/
reader?id=b7E83PeQAQMC&hl=en&pg=GBS.PA23.w.1.1.99)
Davies, Stephen (2008). "Imperialism" (https://books.google.com/books?id=yxNgXs3TkJY
C). In Hamowy, Ronald (ed.). The Encyclopedia of Libertarianism. pp. 237–39.
doi:10.4135/9781412965811.n146 (https://doi.org/10.4135%2F9781412965811.n146).
ISBN 978-1-4129-6580-4. LCCN 2008009151 (https://lccn.loc.gov/2008009151).
OCLC 750831024 (https://www.worldcat.org/oclc/750831024).
Fay, Richard B. and Daniel Gaido (ed. and trans.), Discovering Imperialism: Social
Democracy to World War I. Chicago: Haymarket Books, 2012.
Niall Ferguson, Empire: How Britain Made the Modern World, Penguin Books, 2004,
ISBN 0-14-100754-0
Gotteland, Mathieu. What Is Informal Imperialism? (https://middlegroundjournal.com/2017/0
9/05/on-teaching-column-what-is-informal-imperialism/), The Middle Ground Journal (2017).
Michael Hardt and Toni Negri, Empire, Harvard University Press, 2000, ISBN 0-674-00671-2
E.J. Hobsbawm, The Age of Empire, 1875–1914, Abacus Books, 1989, ISBN 0-349-10598-
7
E.J. Hobsbawm, On Empire: America, War, and Global Supremacy, Pantheon Books, 2008,
ISBN 0-375-42537-3
J.A. Hobson, Imperialism: A Study, Cosimo Classics, 2005, ISBN 1-59605-250-3
Hodge, Carl Cavanagh. Encyclopedia of the Age of Imperialism, 1800–1914 (2 vol. 2007),
online
Howe, Stephen Howe, ed., The New Imperial Histories Reader (2009) online review (https://
h-net.org/reviews/showrev.php?id=32358).
James, Paul; Nairn, Tom (2006). Globalization and Violence, Vol. 1: Globalizing Empires,
Old and New (https://www.academia.edu/3587722). Sage Publications.
Kumar, Krishan. Visions of Empire: How Five Imperial Regimes Shaped the World (2017).
Gabriel Kuhn, Oppressor and Oppressed Nations: Sketching a Taxonomy of Imperialism (htt
p://kersplebedeb.com/posts/oppressor-and-oppressed-nations/), Kersplebedeb, June 2017.
Lawrence, Adria K. Imperial Rule and the Politics of Nationalism: Anti-Colonial Protest in the
French Empire (Cambridge UP, 2013) online reviews (https://issforum.org/roundtables/7-18-i
mperial-rule-nationalism)
Jackson Lears, "Imperial Exceptionalism" (review of Victor Bulmer-Thomas, Empire in
Retreat: The Past, Present, and Future of the United States, Yale University Press, 2018,
ISBN 978-0-300-21000-2, 459 pp.; and David C. Hendrickson, Republic in Peril: American
Empire and the Liberal Tradition, Oxford University Press, 2017, ISBN 978-0190660383,
287 pp.), The New York Review of Books, vol. LXVI, no. 2 (February 7, 2019), pp. 8–10.
Bulmer-Thomas writes: "Imperial retreat is not the same as national decline, as many other
countries can attest. Indeed, imperial retreat can strengthen the nation-state just as imperial
expansion can weaken it." (NYRB, cited on p. 10.)
Merriman, Roger Bigelow. The Rise of the Spanish Empire in the Old World and in the New
(4 vol 1918–1933) online (https://archive.org/search.php?query=creator%3A%28Merriman%
2C%20Roger%20Bigelow.%20%29%20empire).
Monypenny, William Flavelle (1905). "The Imperial Ideal" (https://en.wikisource.org/wiki/The
_Empire_and_the_century/The_Imperial_Ideal). The Empire and the century. John Murray.
pp. 5–28.
Moon, Parker T. Imperialism and world politics (1926); 583 pp; Wide-ranging historical
survey; online
Ness, Immanuel and Zak Cope, eds. The Palgrave Encyclopedia of Imperialism and Anti-
Imperialism (2 vol 2015), 1456 pp
Page, Melvin E. et al. eds. Colonialism: An International Social, Cultural, and Political
Encyclopedia (2 vol 2003)
Thomas Pakenham. The Scramble for Africa: White Man's Conquest of the Dark Continent
from 1876–1912 (1992), ISBN 978-0-380-71999-0
Poddar, Prem, and Lars Jensen, eds., A historical companion to postcolonial literatures:
Continental Europe and Its Empires (Edinburgh UP, 2008) excerpt (https://www.amazon.co
m/Historical-Companion-Postcolonial-Literatures-Continental/dp/0748623949/) also entire
text online (https://www.jstor.org/stable/10.3366/j.ctt1g0b6vw)
Rothermund, Dietmar. Memories of Post-Imperial Nations: The Aftermath of Decolonization,
1945–2013 (2015), ISBN 1-107-10229-4; Compares the impact on Great Britain, the
Netherlands, Belgium, France, Portugal, Italy and Japan
Edward Said, Culture and Imperialism, Vintage Books, 1998, ISBN 0-09-996750-2
Simms, Brendan. Three victories and a defeat: the rise and fall of the first British Empire
(Hachette UK, 2008). to 1783.
Smith, Simon C. British Imperialism 1750–1970, Cambridge University Press, 1998, ISBN 0-
521-59930-X
Stuchtey, Benedikt. Colonialism and Imperialism, 1450–1950 (http://nbn-resolving.de/urn:nb
n:de:0159-20101025319), European History Online, Mainz: Institute of European History,
2011.
U.S. Tariff Commission. Colonial tariff policies (https://archive.org/details/colonialtariffpo00u
nit) (1922), worldwide; 922 pp
Vandervort, Bruce. Wars of Imperial Conquest in Africa, 1830―1914 (Indiana UP, 2009)
Winslow, E. M. (1931). "Marxian, Liberal, and Sociological Theories of Imperialism". Journal
of Political Economy. 39 (6): 713–758. doi:10.1086/254283 (https://doi.org/10.1086%2F2542
83). JSTOR 1823170 (https://www.jstor.org/stable/1823170). S2CID 143859209 (https://api.s
emanticscholar.org/CorpusID:143859209).
Xypolia, Ilia (August 2016). "Divide et Impera: Vertical and Horizontal Dimensions of British
Imperialism". Critique. 44 (3): 221–231. doi:10.1080/03017605.2016.1199629 (https://doi.or
g/10.1080%2F03017605.2016.1199629). hdl:2164/9956 (https://hdl.handle.net/2164%2F99
56). S2CID 148118309 (https://api.semanticscholar.org/CorpusID:148118309).
Primary sources
External links
J.A Hobson, Imperialism a Study (https://www.marxists.org/archive/hobson/1902/imperialis
m/index.htm) 1902.
The Paradox of Imperialism (https://www.mises.org/story/2383) by Hans-Hermann Hoppe.
November 2006.
Imperialism (http://www.polyarchy.org/documents/imperialism.html) Quotations
State, Imperialism and Capitalism (http://www.panarchy.org/schumpeter/imperialism.html) by
Joseph Schumpeter
Economic Imperialism (http://www.panarchy.org/taylor/imperialism.1952.html) by A.J.P.
Taylor
Imperialism Entry in The Columbia Electronic Encyclopedia, 6th ed., Columbia University
Press. (https://www.infoplease.com/encyclopedia/social-science/government/concepts/impe
rialism)
[1] (https://web.archive.org/web/20110512015502/http://www.polis.cam.ac.uk/contacts/staff/e
perreausaussine/imperialism.pdf) Imperialism by Emile Perreau-Saussine
The Nation-State, Core and Periphery: A Brief sketch of Imperialism in the 20th century. (htt
p://dostoevskiansmiles.blogspot.com/2008/10/nation-state-core-and-periphery-brief.html)
Mehmet Akif Okur, :Rethinking Empire After 9/11: Towards A New Ontological Image of
World Order", Perceptions, Journal of International Affairs, Volume XII, Winter 2007, pp. 61–
93 (https://web.archive.org/web/20090225004118/http://www.sam.gov.tr/perceptions/volume
12/winter/winter-004-PERCEPTION%28mehmetakifokur%29%5B4%5D.pdf)
Imperialism 101, Against Empire By Michael Parenti Published by City Lights Books, 1995
(http://www.michaelparenti.org/Imperialism101.html), ISBN 0-87286-298-4, 978-0-87286-
298-2, 217 pages
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