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In the early morning hours of Saturday, February 12, 1994, Liberation Panthers activists gatecrashed the Madurai Junction railway station. Waving colorful movement flags and hand-painted placards bearing political demands, they congregated on the tracks of the Chennai-bound Vaigai Express. As police constables struggled to detain this initial group of activists, dragging them off the tracks one by one and back atop the platform, a second squad of DPI cadre stormed the station and picketed the tracks of the Kanyakumari Express, delaying its departure by more than an hour. Soon thereafter, the railway junction descended into chaos when two more batches of activists swarmed the station, attempting to force their way onto the premises to disrupt the Pandian Express and Tirupathi Express. As additional waves of Dalit activists converged on the station, police constables summoned reinforcements, frantically locked the entrance gates, and improvised barricades to stall the advancing crowd, which the Indian Express estimated at an additional 200 persons.
DPI activists stood their ground and refused to withdraw from the station entrance, sparking a scuffle with the police. Amidst the ruckus, movement firebrand Arumugam “Theepori” Murugan seized a microphone and began chanting DPI slogans over the loudspeaker, exhorting activists to defy authorities: “Refuse to submit! Hit back!” Constables descended on the demonstrators, aggressively dispersing them with lathis (wooden batons). In retreat, Dalit activists defaced signboards as they were gradually beaten back from the station entrance, spurring nearby business owners to hastily shutter their storefronts as the mêlée spilled into the bustling West Velli Street, a major transit hub at the heart of Madurai's commercial center.
When we see data on a spreadsheet, concepts and methods associated with standard quantitative techniques inevitably come to mind. Usually and by default, we try to make sense of the data by deriving the summary statistics to understand what has gone up or down, we explore associations between factors by identifying correlations, and administer technical tests to see if the results confirm, reinterpret, or nullify our research questions and hypotheses.
But is it possible to look at a dataset “qualitatively”? And what would that imply? Is it possible to look at columns and rows and identify relations and configurations between them that are more than associational? At first glance, the possibility of this approach seems incongruous because we usually associate qualitative methods with text and quantitative methods with numbers.
This chapter introduces the reader to a qualitative approach by providing an overview of the set theoretic methodology and the QCA method. An introduction to the methodology and the method is important not just because it is mostly an unfamiliar method to many social scientists, particularly those who work in the Indian context, but also because, as a methodology, its philosophical and conceptual roots are somewhat distinct from standard social science approaches. And, equally important, because QCA relies on numbers and software codes for analysis, it misconstrues expectations since the use of numbers can inadvertently lead to interpretations based on quantitative reasoning.
Over the past 75 years, there have been at least 800 state government terms ruled by around 375 political leaders as chief ministers and counting. Populist leaders are a small but pivotal subset among these leaders. Scholarship on such leaders has necessarily been long on descriptive accounts because of their exceptional rise to and stay in political office. Such accounts are the basis upon which this comparative account is built.
The unit of analysis in this study is not a populist personality over a period of time, but a personality in a particular year that corresponds with either an assembly or a national election year. For example, a single case would not be “Kejriwal,” but would instead be cases like “Kejriwal 2015” or “Kejriwal 2020.” This chapter, therefore, does not aim to provide elaborate accounts of the leaders, but tries to strike a balance with the details and their relevance and, in doing so, provide a narrative of each that is tenable for comparative analysis.
This “case by year” approach seems justified for a couple of reasons. First, while almost all populist leaders come to power riding a wave, they inevitably routinize into the mainstream over successive elections. The fever breaks. Second, it may appear that the period of such long-term leaders is linear, that is, from the heights of riding a wave to come to power, and subsequently routinizing into a banal steady but sustained popularity over time. Breaking this narrative into multiple periods provides space for curvilinear possibilities because it allows for a closer look into the ups and downs of political life in that declining trajectory.
When John Gladstone wrote to Gillanders Arbuthnot & Company about procuring Indian labourers, the latter suggested labourers from eastern India as ideal for Gladstone's West Indian plantations. Speaking of their previous experience of sending Indian labourers to Mauritius, Gillanders Arbuthnot & Company wrote:
[T]he tribe that is found to suit best in the Mauritius is from the hills to the north of Calcutta, and the men of which are all well-limbed and active, without prejudices of any kind, and hardly any ideas beyond those of supplying the wants of nature…. They are also very docile and easily managed, and appear to have no local ties, nor any objection to leave their country.
Gladstone's stipulations for labourers to replace enslaved labour in his plantations were clear – they needed to be active, able-bodied, experienced in hard labour, easily manageable in a plantation context and willing to travel overseas for work. The response to his stipulations, however, betrayed an essentialised understanding of the Indian labouring class. Gillanders Arbuthnot & Company's choice of men ‘from the hills to the north of Calcutta’ drew upon a combination of assumptions about docility, lack of ties to the land, physical fitness and climatic compatibility. Essentially, the labourer's purported ignorance, docility and eagerness to travel abroad were not seen as individual circumstances but as racial characters – common to the entire community and determined by race.
Such assumptions were not restricted to merchants and planters but were, in fact, a ubiquitous feature of the Calcutta public sphere. Spokesmen in Calcutta employed a similar language of racialisation when referring to indentured Indians, particularly when arguing for the need for spokesmen to intervene in the indenture trade.
For researchers studying Chinese politics, the concern is not whether factions are important, but rather how to identify them. In the Chinese context, factional affiliations are often concealed, requiring researchers to devote extensive efforts to parse them. Faction detection methods have transformed over time, from the “rumours-have-it” approach of first-generation scholars, to the “backgrounds-in-common” framing of the second generation, and the “practices-of-patronage” focus of the current generation. This article offers a systematic review of these approaches and finds Junyan Jiang’s patronage-focused, “within-tenure promotion” approach to be the most accessible and justifiable. Building on Jiang’s work, we propose two additional criteria to this identification method, “double promotion” and “promotional grooming.” Finally, we test all the verifiable approaches against the odds of China’s prefectural-level leaders crossing career thresholds between 2000 and 2020. The test results show that the background-based approach has limited validity and Jiang’s patronage-based approach thus requires further refinement. In contrast, our revised identification methods prove to be effective in clarifying the factional factor. This study thus proposes an improved, verified approach to identifying factions in Chinese politics and provides researchers with a reliable tool for identifying the “people factor” in the comparative study of political elites.
This article critically assesses the China-Pakistan Economic Corridor (CPEC), once seen as a flagship of China’s Belt and Road Initiative (BRI), and its failure to deliver on its ambitious promises in Pakistan. Instead of driving economic growth and cohesion, the CPEC exposed deep governance challenges – marked by institutional fragility, lack of elite consensus, and military dominance in policymaking. Strategic and security imperatives often outweighed economic rationale, resulting in a non-transparent process that sidelined parliament and marginalized provincial actors. Projects were selected based on political expediency rather than viability, leading to inefficiencies and delays. The CPEC also re-centralized power, weakening provincial autonomy and intensifying center-periphery tensions, particularly in Balochistan. In Gwadar, local communities saw disruption without benefit, fueling political discontent. Investor confidence waned amid an uneven playing field and the failure of Special Economic Zones to take shape. Far from transformative, the CPEC reinforced narrow elite interests, worsened federal strains, and deepened Pakistan’s economic and institutional uncertainties.
What makes populism both a threat and a corrective to democracy in India, setting it apart from other contexts? A Logic of Populism explores this question using a novel set-theoretic methodology and a comprehensive study of populist leaders across Indian states. It defines populists as those who draw boundaries dividing people, while democratic institutions shape these divisions' political significance. Populists create fractures, yet democratic engagement channels these conflicts toward the common good. This book is essential for those seeking to understand Indian democracy and populism's role in political modernization beyond Western perspectives. It is particularly valuable for researchers in qualitative methodologies and theory-building in the Social Sciences. By conceptualizing populism as a defining force in contemporary public affairs, the book offers crucial insights into democracy's evolving landscape in India, making it a significant contribution to political studies and governance discourse.
Between 1837 and 1920, 1.3 million indentured labourers migrated from India to sugar plantation colonies in the Indian Ocean and the Caribbean. Voices from Calcutta shows how spokesmen from Calcutta – the capital of British India – disrupted this trade and influenced the lives of these migrants. It follows Calcuttans in their journey of debating, investigating and defending indenture, unfolding a complex web of letters, petitions, interviews and investigative-reports. As the indenture debates influenced lived experience on ships and plantations, and shaped the negotiation of subjecthood and labour rights for the empire's peripatetic labourers, they became a means by which elite Calcuttans negotiated their own position within the empire. This book locates in Calcutta voices of protest that fundamentally defined the contours of post-slavery labouring across the British Empire. Instead of simply emanating from Britain, to be dutifully followed in the colonies, labour legislation was informed by voices from those very colonies.
It examines how Delhi's Sultanate and Mughal architecture, dating from the twelfth to the seventeenth centuries, became modern monuments and were assimilated and ordered into public consciousness as spaces for tourism, leisure, and intellectual contemplation during the colonial and early postcolonial eras (1828–1963). It examines the resistance that challenges this ordering, rendering monuments unruly and unassimilable despite state efforts to control their narrative. This exposes the nation's contradictory claims of inclusivity while marginalizing subaltern groups. It guides readers through picturesque landscapes, museums, imperial displays, postcards, travel experiences, Partition refugee camps, and cinema. Analyzing these forms reveals how the archive of Indo-Islamic monuments was shaped through presences and absences. Each chapter examines everyday life, untangles knowable public transcripts, illuminates strategic excisions and hidden transcripts, juxtaposes evidence that has not yet been analyzed in conjunction, reads archival material against the grain, and finds archival layers in unfamiliar places.
Today, India is widely celebrated as the world's largest democracy. However, not all groups experience India's political institutions the same way. This book draws on extensive interviews with longtime Dalit (ex-Untouchable) activists and original archives of party documents to explore the democratic transformation of one of India's most prominent Dalit-led parties, the Viduthalai Chiruthaigal Katchi (VCK; Liberation Panthers Party). Through a historical and ethnographic account of the VCK's transition from boycotts to ballots, this book provides a novel perspective on India's democratic trajectory, as well as its limits. Whereas VCK leaders initially viewed elections as an instrument to spur development and contest power asymmetries, they would come to recognize that democratic institutions can equally function as a means of containment, and control. The research shows how democratic politics opened new space for Dalit political advancement while simultaneously imposing unique constraints on these leaders that would reconfigure very nature of their politics.
This chapter makes a case for rethinking the early history of colonial Hong Kong – for seeing the young colony as an ambiguous juridical space, shaped and bounded by inchoate ideas of extradition. History has forgotten this feature of early Hong Kong because most studies have assumed, anachronistically, that the Opium War treaties of 1842–43 instituted ‘extradition’ between Hong Kong and China, in addition to British ‘extraterritoriality’ in China. In fact, these ideas took time to crystallise from fuzzier arrangements for dividing jurisdiction. This jurisdictional ambiguity coincided with the belated rise of territorial thinking in the British Empire. It also coincided with ongoing developments in the British approach to surrendering fugitives to foreign states – a procedure that legal actors were only starting to refer to as ‘extradition’. So, historicising the idea of extradition allows us to understand how British actors perceived their practices in Hong Kong and China in comparison to their practices elsewhere. This perspective reveals that the imperial origins of extradition involved crucial experiments in the colonial ordering of territory, people, and executive power.
This chapter explores the role of Hong Kong in cementing, in British eyes, the distinction between extradition and the exercise of extraterritorial jurisdiction. The process of distinguishing these legal mechanisms unfolded through disputes about the Hong Kong government’s treaty right, or lack thereof, to request the surrender of fugitives who had taken refuge in Chinese territory. Taking place during 1843–65, these complex disputes caused British officials to conclude that, unlike other British arrangements with France, the United States, and several other countries, the Sino-British treaty regime for fugitive surrenders was not directly reciprocal. Rather, it gave only China a right of ‘extradition’ and only British Hong Kong a right of ‘exclusive jurisdiction’ over crimes committed within its territory. As such, there was ‘a kind of balanced one-sidedness’ between Britain and China. Retrospectively constructed from evolving ideas of British sovereignty and international reciprocity, this view of the Sino-British treaties influenced British imperial reforms in extradition. It also shaped the legal status of dual British–Chinese subjects in important ways.
After the rural tax and fee reform in China in the 2000s, the increased administrative nature of rural governance weakened state–peasant connections, rendering local cadres’ traditional societal-oriented consent strategies ineffective. To gain peasants’ consent to state policies and reconnect with them, grassroots officials adopted a more complex, covert and naturalized strategy for constructing consent, integrating it into peasants’ daily lives. This study uses the “rural construction” initiative in Chuxi county, China, as a case study to explore the construction of consent. The findings indicate that constructing peasant consent is a process of continuous interaction between the individual actor and social structures. In the regularization phase, grassroots officials use institutional practices to facilitate consent, including winning the hearts and minds of villagers, solving “thought” problems, shaping behavioural norms and cultivating lower-level agents. In the mobilization phase, when consent is needed, grassroots officials flexibly adapt the pre-established institutional elements to elicit specific consent. They do this by fostering an atmosphere of consent, employing divide-and-rule tactics, and contextualizing rules. The study concludes that the party-state is building a broader form of peasant consent in the Xi era, which extends beyond consent to policies.
This chapter shows how British sovereignty in Hong Kong was built on inchoate ideas of extradition: half-formed ideas of whether and how the colony would surrender Chinese criminals to China under the contested treaties that ended the Opium War. In 1841–44, these ideas were entangled with unstable ideas of jurisdiction, as British officials struggled to fit the conquered Chinese population of Hong Kong within recognised categories of British subjecthood. Events on the ground then short-circuited efforts to resolve this problem. In The Queen v. Lo A-tow (1843), Governor Henry Pottinger conflated his power to refuse Chinese requests for fugitives for lack of evidence (which China did not dispute) with the power of British courts to try Chinese subjects and sentence them to punishment (which China did dispute). Pottinger’s interpretation of Lo A-tow established a tenuous precedent for territorial sovereignty in a turn of events that would have far-reaching consequences.