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JUNE,1885.
[Rwd before the Statistical Society, 17th March, 1885. The PRESIDENT,
SIR Rawsolv W. RAWSON, K.C.M.G., C.B., in the Chair.]
CONTENTS :
PAGE PAQR
Introductory Remarks ..................... .. 167 The Anglo-Scotch Element in Ireland
Population and Birtl~places .................. 168 (Map 4) .........................................180
Geographical Distril~utionof the Natives The Foreieir and Colonial Element ......... 180
of each Kin-dom .......................
The National Element of the Populatiou
170 Clnssification of Mipranta ..................... 181
Counties of Absorption aud Iliapersion
(Yap11 ..........................................172 (Map@ ........................................ 184
Tlie Native County Elenlent (Map 2 ) ...... 173 Coonter-Currents of Migration ............. 187
The Native Town Element .....................
The Border Elenient
174
........................... 175
The Dispersion of Migmnts Illustrated
The Absorpt,ion of Miurants IIIustrated,..
... 189
198
The Irish Element in Great Britaiu Mieration and the ~ a % r eofa Towns ...... 198
(Map 8) .......................................... .......................... 196
The Scotch Element in, England (Map 4).,. ........................ 198
Tlre English Element in Scotland (Map 4) ... 199
Introduotory Remarks.
11,was a remark of the late Dr. William Farr, to the effect that
migration appeared to go on without any definite law, which first
directed my attention to a subject," to which, after the publication
of the census of 1881, I now propose to return. I shall confine
myself in what follows to migration going on within the limits of
the United Kingdom,t reserving for a future occasion a considera-
tion of the same subject in connection with foreign countries. I n
his general report on the census of 1871 the registrar-general says
very justly: " The improved roads, the facilities offered under the
" railway system, the wonderful development of the mercantile
" marine, the habit of travelling about, and the increasing know-
" ledge of workmen, have all tended to facilitate the flow of people
" from spots where they are not wanted to fields where their labour
" is in demand. The establishment of a manufacture or the open-
" ing of a new mine rallies men to it, not only from the vicinity,
" but from remote parts of the kingdom. The great towns afford
" such extraordinary facilities for the division and for the combina-
* See the Birthplaces of the People and the 1,awe of Migration in the
" Geographic~lMagazine," 1876, with seven maps.
t That is England, S c o t h d , and Ireland ; Man and the Chrtnnel Islands are
therefore excluded.
TOL. XLTIII. PART XI. T
168 RAVENSTEIN-0%
the Laws of itIigrutwn. [June,
" tion of labour, for the esercise of all the arts, and for the
practice of all the professions, that they are every year drawing
" people within their limits." Farther inducements to migrate
are offered by educational facilities, salubrity of the climate or
cheapness of living. I n a few instances, as in the case of convicts
or of soldiers and sailors, migration is even compulsory.
I t shall be our task to trace the extent of this migration
throughout the United Kingdom, and to point out some of those
laws which appear to govern it. The materials at our disposal for
the performance of this ta+skare voluminous, but they are by no
means complete. Information on many points of interest is with-
held in the census returns. I t is impossible, for ipstance, to trace
the natives of any particular county of England into Scotland or
Ireland. Another circumstance likely to lead to misconception, if
not error, arises from the very unequal size of the counties. Rutland
and Yorkshire are hardly comparable. A journey of 2 5 miles
a t the most convert^ any native of Rutland into a "migrant,"
whilst a native of Yorkshire to place himself iuto the same position
might have to travel as many as gs miles. The exchange of popu-
lation between the border counties of England and Scotland
cannot be traced, nor is i t possible to point out those counties of
Ireland which have furnished the largest contingents of migrants to
Great Britain. The emigration returns fortunately enable us to
obtain an insight into this branch of our inquiry.*
Yet notwithstanding these shortcomings in the census returns,
they enable us to obtain a clear insight into the mode in which
migration proceeds, and the general results appear to be trust-
worthy.
Popz~lationand Birthplaces.
The population with which we have to deal numbered in 18'71
3 1,484,661 souls, i n 1881 34,884,848 souls, distributed as follows:-
1871. /-- 1
( --
per Cmt. 1881. Per cent. Increase,
1871-81.
Per cnt.
England and Wales .... '4'4
Scotland .................... 11'2
Ireland ........................ -4'9
United Kingdom ....
*
It is to be hoped that by the time the next census is taken, so-called
gc Registration Cout~ties" and " Counties proper " will have been assimiltited.
The registrar's districts or unions undoubtedly present the most suitable unit for
summarising the ages, birthplaces, and occupations of the people. The present
complex system of the territorial divisions is most confusing, and increases the
volume of the returns without adding angtl~ingof real use tO the information they
ft~mnish.
1885.1 RAVENSTEIN-Onthe Laws of Migl.atbn. 169
According t o birthplaces this population was divided as
follows :-
The details for each kingdom (for 1881) are given in tlle
following set of tables :-
This set of tal~lesshows very clearly that the rate a t which the
population of each kingdom increases does not correspond with the
rate of increase among the natives of each, and that as a result the
English element, as far as birthplace determines it, is gaining
ground. I t need hardly be pointed out that this difference is due
primarily to emigration to foreign pa,rts, and in a less degree to
mjgmtion from one kingdom into the other.?
Had there been no Irish emigration between 1871-81, 530.92 +
!- Emigration from census to census, 1871-81: English, 996,038 ; Scotch,
170,757; Irish, 530,924. That is of loo emigrants 59 were English, 1 0 Scotch,
and 3 1 Irish, whilst of 1 0 3 inhabitants of the United Kingdom, 7 2 are English,
1 I Scotch, nnd I 7 Irifh
N 2
170 RAVENSTEIN-On
the Lazcs of Migration. [June,
persons of Irish birth would have remained in the kingdom, to
increase and multiply, as they have done across the ocean, and the
population of Ireland would have exhibited an increase, instead of a
decrease. The numl~erof Irish, however, is in reality much larger
than shown by the census retnms, which take note of the place
of birth only, and not of parentage, and thus quite consistently
record a child born of Irish parents in England as a " native of
" England." If an inquiry into the parentage of our population
were to be instituted, as in Canada, some very startling and
undoubtedly interesting facts might be revealed as to its racial
composition.
Geographical Distribution of the Nativas of each Kingdom.
We will now glance at the geographical distribution of the
natives of each kingdom, according to whether they remained and
were enumerated in the county, had migrated to border counties,
or to more distant parts of the county. The general results (188 1)
are presented in the following set of tables :-
-
Total .................... 34,534,048
I ICO'OJ
1885.1 RAYENSTEIN-on
the Laws of Migration. 171
We thus find that out of 34,53+,048 persons born in the United
Kingdom and enlimerated in 1881, as many as 33,315,868, or
96.47 per cent., resided in the kingdom in which they were born.
Among every loo natives of England and Wales, 99-35 were in
that position; among every IOO natives of Scotland, 92.49; and
among every loo natives of Ireland, 86.64. The Irish therefore
appear to be the most migratory people of the three kingdoms ;
and if we bear in mind that they furnish at the same time,
proportionately to their numbers, by far the largest contingent
of trans-oceanic emigrants, we may safely assume that whatever
decrease may have occurred in the population of Ireland, there is
no decrease in the u u m b e ~of Irishmen.
But if, instead of confining ourselves to the migration from
kingdom to kingdom, we include that which is going on within
the limits of each, from county to county, we shall find that the
Irish are second to the Scotch and English as a migratory people.
I n 1881 25,762,415 persons were enumerated in the county in
which they were born, and 8,771,633 elsewhere; and whilst among
loo natives of England and Wales enumerated throughout the
United Kingdom there were 2 5 . 2 5 who resided beyond the county
in which they had been born, the proportion of Scotch in a similar
position was 31'32, that of the Irish only 22-39. Here therefore
the Scotch hold the first rank, whilst the Irish, notwithstanding
the large contingent which represents them in the sister kingdoms,
come last.
The Scotch also come first if we look at each kingdom
separately, for out of every hundred natives of England and Wales,
Scotland and Ireland, there were enumerated :-
In County In Border Elsewhere,
but in
where Born. Couuties. ~ ( i ~ ~ d ~ ~ .
----
England and Wales ........ 75'23 12.42 12'35
scotland ......................... 74.40 16-66 IO'OL
Ireland ............................ 89'58 4'19 6'23
------1881. 1871.
England and Wales............ 21,692,165 24,855,822 95'53 95'69
Scotland .......................... 3,061,531 3,397,759 91.1~ 90'96
Ireland ................................ 5,306,757 5,062,287 98'00 97'85
--
'nit" Iiingdom (impe-} 34,534,048
rial element) ................ 31,231,300 gg.20 98.99
--I
came Ireland (1.8 per cent.), the mean for the United Kingdom
having been 3.2 per cent.
Per Cent.
--
of Population.
6'18
En~igralion.
Emigration of Natives of Ireland. 1876.81 .
1861.81 .
Ekewhere
Border Counties. in Yiater Kingdoms.
same Kingdom.
----
Migrants of Anglo-Welsh birth ........ 52'4 45.1 2.5
,, Scotchbirth ................... 46.0 29.8 24.2
,, Irish ,, .................... 16.2 24'1 19'7
,, British ,, .................... 46.2 39'9 '3'9
i
f t Dublin ................ 3 1'8 * Londondeny -.. 3.3 Limerick ........ 0'7
f t Antrim ............ XLouth ................ * Kildare ............ 0.6
Waterford ........ 3.6 $+*King's ................ 1'5 f t x G a l w a y ............ 0 ' 2
f t Cork ................ 1j5.49 t *Sligo ................ 0.9
2.5 *Roscommon .... 0.2
The " connties of absorption " are the chief seats of commerce
and industry. The agricultural class within most of them is less
numerously represented than in the country a t large. The few
agricultural counties included under this class. such as Kent.
Sussex. Derby. and Essex. are not without their industrial centres .
The population of these counties increases at the same time a t
a rate exceeding that of the general increase. In Ireland these
features are obscured owing to the vast amount of migration to
Great Britain .
The vigour with which the process of absorption is going on in
the metropolitan counties. in Glamorgan. Durham. and Lancashire.
in certain Scotch counties. and in Dublin and Antrim. is deserving
attention. no less than the feebleness to be observed elsewhere.
Very different are the features presented by the counties of
dispersion. from which the counties of absorption are being fed .
+ See note (t)on preceding page .
MIGRATION-MAR
1885.1 RAVENSTEIN-on
the Laws of Migration. 187
They are nearly a,ll of them agricultural, and their population
increases but slowly or is retrogressive. There are lii few excep-
tions, but none in the case of counties from which the process of
dispersion is going on most vigorously.
Counter-Currents of Migration.
We have already had occasion to refer to the fact that side by
side with each main stream or current of migrants there runs a
counter-current, which more or less compensates for the losses
sustained by emigration. This counter-current is strong in some
cases, weak in others, and literally oompensatory in a few instapces.
Its universal existence is proved by the fact that there is no county
in England in which the native county element exceeds go per
cent. and none in the United Kingdom in which i t exceeds 97 per
cent.
This counter-current is not by any means composed of
migrants who return homeward disappointed in their hopes or in
the posseseion of a competency, for ex-migrants of this class are
included in the native county element, and no data for even
approximat,ely determining their number are in our possession.
I t includes, no doubt, many children of migrants, who have gone
to the counties in which their parents were born, but the bulk of
these migrants undoubtedly consists of persons whom businese
interests take away from their homes. But although we readily
understand why the manufacturers of Yorkshire and Lancashire
send persons to London to look after their interests, whilst the
merchants of London despatch agents and buyers to the mannfac-
turing districts, the grounds, which lead to an "exchange" of
natives b~tweencounties so far removed from each other as are,
for instance, Dorsetshire and Westmoreland, are not quite so easily
understood. Yet fifty-five Dorsetshiremen were enumerated in
Westmoreland, and twenty-six natives of Westmoreland in Dorset.
Even the miniature county of Rutland has its representatives in
every county of England and Wales, with the sole exception of
Cernarvon and Radnor, end natives of all these counties werc?
likewise enumerated in Rutland.
I n the case of London, both the main and the counter-currents
flow with considerable vigour. In 1881 58+,700 natives of London
were enumerated in other parts of England and Wales, whilst the
migrants from the country who resided in London numbered
I , I 64,07 I . The main currents of migration flow in every instance,
with one single exception, Londonward, the exception being extra-
metropolitan Surrey. The numbers for each group of counties are
furnished in the following table :-
188 RAVENSTEIN-Onthe Laws of Migration. [June,
Proportion of
Migrants from Selkirk
to every xoo Natives
of other parts.
Selkirk ............. .
.. ...............
Edinburgh ...........................
Linlithgow ........................
Kirkcudbright ....................
Renfrew ..............................
. .I
1
Dumbarton .......................... 1
I
Roxburgh ...........................
Dumfries ............................. 1
Wigtown ............................
Berwick .................. ... ......
Haddington ........................
Lanark .............................
Ayr ....................................
Stirling ................... . . . ......
Argyll and Rute ................
East Midland division ........
North-east division ............
Ross and Inverness ............
Northern division ................
Per Cent . of
all Migrants from
Per Cent.
of Populatiou of
.
Pertl~shire Counties.
Kinross ........................
iI
Clackmannan ............
Forfar ........................
Stirling ........................
Fife ..........................
1
Ediuburgh ................
Counties fed Dumbarton ................
Lanark .......................
Peebles ........................
Linlithgow ................
Haddington ................
I Bute ............................
Selkirk ........................
Renfrew ....................
Roxburgh ....................
Berwick ..................... ..
Argyle ........................
Kincardine ................
Inverness ....................
Bairn ..........................
Highland Elgin ............................
counties Sutherland ................
which feed Aberdeen ....................
Perthshire . Ross ............................
Caithness ....................
Banff ............................
Shetland ....................
,Orkney ........................
....................
............................
............
Perthshire . Wigtown ....................
1
Total ........................737,339
I- IOO'OO
/ 1 1 5,1 1
.
-
Natives of
-------------
Number. 1 , Number umber. 1 , Number. I g,
Town ........................2,401,955 62.9 59,485 56'5 77,201 55'1 146,416 50'8
Rest of county ........ 394,871' 10.3 23,333 22.2 15,353 10.9 14,4,23 5.0
Border counties ....... - - 11,543 11.0 22,655 16.1 44,0672 15'3
Rest of kingdom .... 777,699 20.4 6,509 6'2 9,627 6'9 53,703 18'5
England and Wales . 49,554t 1.3 2,507 2.4 2,865 2'0 '14,193 4.9
Ireland .................... 80,778 2.1 715 0.7 11,443 8'2 8,875 3.1
Otherparts ............... 111,626 2'9 1,097 1.0 1,095 0'8 6,165 2.5
Total population,
1881....................
Proportion of the natives
of the town enumerated
1
Eg~"u$yC:]l I I
in the town in which
born, in per cent. ..... ...I
Females to I@ males
112(109) 116 (115) I13 (110)
element) . . . . . . . . . . . . . .I I I I I
1 Pla8gor (M.B.). I
Breenork(M.B ) I PaiUey. I Yerlh ISeren holclk T i w m .
-
Natives of
1 ber. Ceut.
m
ber.
1 Per
Ceut.
1 Num-
ber.
/ Per
Cent.
I Nun-
ber.
/ Per
Cent.
I--
Number' 1 .:2
Town ........................
Rest of county .......
Border counties ........
Rest of kingdom ...
England and Wales. 16,026 3'1 2,097 3'1
Ireland .................... 67,109 13.1 10,717 16'1
Other parts ................ 4,682 0.9 869 1'3
--
Total population,
1881.................... 511,415 } 100.0 66,704 100.0
,
---
-
1
S ~ o I l a t ~ d . Irelaud.
1 United
Kingdom.
1
Residing beyond county where
born, but not beyond limits of 112 "4 116 112
kingdom .....................................
Residing in other parts of the 92
United Kingdom ........................ 9' 90
+ We need hardly observe that the illcrease of the natives of counties is largely
influenced by migration, for the children of migra~itscount towards the natives of
those counties in which they are born.
t Additional towns of the same type, according to the census for 1871, are
Macclesfield, Exeter, Durham, Canterbury, Maidstone, Coventry, Dudley, War-
cester, York.
1885.J RAVENSTEIN-&the Laws of Migration. 201
contingent which each county of Scotland has contributed towards
the population of that manufacturing town of Renfrewshire differs
of course very collsiderably according to the population of each
county; but when we compute the proportion which the natives of
each county enumerated in Paisley bear to the t d a l number of
natives enumerated throughout Scotland, and to the migrants from
each county, we soon perceive that the counties of Scotland group
themselves in a certain order. The Bulk of the inhabitants con-
sists naturalIy of natives of Paisley itself and of the-remainder of
Renfrewshire, buC the counties forming e border zone" have
furnished, proportionately to the number of' their natives, a con-
siderable contingent,, which depends primarily upon distance and
facility of access, but is also influenced by the extent to which
migration is going on from each county.
Number.
Paisley.
.................... -
Warwickshine 309,726
---- 68'13 &44
--
Worcester ........................... 23,669 5'30 6.0 18'1
Stafford ................................ 30,964 6'8 I 3'2 ' x3:9
Derby ................................ 2,246 0'50 0'49 "74
Leicester ............................ 3,929 0'86 1.2 4'5
Northampton .................... 3,160 . 0'70 1.1 3'5
Oxford ............................... 3,636 0'80 1.6 4'00
Gloucester............................ 11,106 1'83 6%00
-- --
2.44
............ 2.09
Border eone 18,710
------8.42
17'3 I
Per cnt.
Burnley ............ Lanc. (77'4) and York (8'5) ............................ 85.9
Oldham ............ ,, (85'1) ,, ( 7 ' 1 ) ............................ 92'2
Hull ................ York (73'3) and Linc. (8'3) ............................ 81'6
Sheffield ............ ,, (74'8) and Derby (4.7) ........................... 79'5
Derby ................ Derby (65'5), and Leic. (8'8) ............................ 79'0
West Bromwich Staff. (76.8) and Worc. (6.1) .................... .... 82.9
Swansea ............ Glam. (64.2) and Cam. (5'4) ............................ 69.6
Birkenhead ........ Cheshire (49'5) and Lanc. ( I 5.3) .................... 64'8
Stockport ........ ,, ( 6 1'6 ,, ( 2 I '2) .................... 82'8
Plymouth ........ Devon (74'5) and Corn. (10.1) ....................... 84.6
South Shields.... Durh. (63'9) and Northbld. ( ( 2 . 7 ) ................ 76.6
West Barn ........ Essex (38-4) and Yidd. (26.1) ....................... 64.5
Wolverhsmpton Staff. (72'9) and Salop (5'6) ............................ 78.5
Croydon ............ Surrey (45'7) and Kent (7.5) ......................... 53.2
Birminglmm .... Warwick (68.1) and Worc. (5'3) 73.4
Dumfries ........ Dumf. (5 3'9) and Kirkcudb. ( 2 j'j) .....-......... 77'2
Dundee ............ Forfar (66'0) and Perth (8.1) ........................ 74.1
Inverness ........ Inv. (62'1), Ross ( I 5'4), and Nairn ( 1 ' 3 ) ........ 79'0
Stirling . . . .I Stir. (59.9) and Perth (10.4) .........................70.3
Middlesex (extra metro~.) 97, 736 2.56 35'5 60'8 94, 848 16'22 20.19
,,
Surrey (
Kent ( ,,
)
)
63, 284 1.66
2.50 1 18'9
13.6
50.6
8.7
66, 476 11.37
9.34
14.14
7'70
/
95.505 54. 638
Ensex ................................ 92, 553 2'42 16'8 52'1 83, 326 1425 14'46
Hertford ............................ 35, 793 0-04 I 5.8 41'0 14,84.5 2.54 7.31
-
..
---
.--
-
Metropolitan group ....
.--I.
394, 871 10.34 / 18.9 50.8 3 14, 133 53.73 13'10
Norfolk ............................ 49, 999 1.40 9'0 30'5 7, 359 1'26 1.6'6
~Uf&lk .....................,...... jj, 316 1'31 12'0 36'1 7, 581 1.30 2.12
Cambridge ........................ 25, 085 0.66 10.9 29.8 3, 7 9 i 0.65 2.04.
Huntingdon ....................a 7, 392 0.19 9.3 20'9 I,054 0'19 1'77
Nortllaqpton .................... 17, 569 0 ' 5'9 19'2 5, 171 0.88 1'90
Bedford ............................ 3 5 , 677 0.41 9.0 26.4 3, 703 0'63 2'47
Buckingbam ....................
Oxford ............................
Berkshire ........................
17, 282
32, 373
32, 3 2 9
0.71 1 I 2'4
0.59 '
10.0
0 . 8 5 1 13.7
30.7
249
344
6, 322
4,4 1 4
10,005
1'08
0.7 5
1.71
3'60
i.4.6
4.53
Wilts ................................ 31.316 0'82 9.5 25'2 4, 661 0'80 1'83
Hampshi~e........................ 53, 694 1.41 9'5 345 25, 488 4'36 4.30
Susaex ................................ 44,$01 1.16 9'6 36'3 34, 0 2 2 5'82 6'93
-
.-
--.
---
Inner belt .................... 380, 427 9'97 9.9 30'2 I 13, 572 19.43 3.45
Somerset............................
Dorset ................................
Devon ................................
Cornwall ........................... 16, '34 0'43 4'3 17'9 2, 219 0.38 0.6;
South-western group..
Lincoln ............................
Nottingham ....................
Rutland ............................
Leicester .........................
Warwick ............................
Worcester ........................
aloucester ........................
Hereford .........................
Monmouth.,......................
-.-
Outerbelt....................
1885.1 R , i v ~ s ~ ~ ~ l n - - o the
n Laws of dligration. 207
Wales ................
-23,547
--- --
0'62
--0.7
6'8
- 7,944
-
1.36
-
0'58
-
Scotland ............................ 1.30 1.3 17'9#
lreland ..........................
49,554
80,778 2.12 10'3X - - -
Abroad ............................ 111,626 2'92
1'4
- 31'9# - - -
-----
Total ................ 3,8 I 6,48 jt 100'00 - - 2,986,655 :0090 I 1'46
* Percentage of natives of Scotland and Ireland enumerated outside the kingdom of their
Krth, and of natives of foreign parts enumerated throughout the United Kingdom.
t Inclusive of 18,499 natives of England whose county of birth was not stated.
Natives of
I
I n London.
1
I I n Intervening
Oounties.
I percentage of Population
Norfolk .......................
Sullolk .......................
Cambridge ...............
Huntingdon ...............
Northampton ...........
Bedford ......................
Hertford ...................
Bucks .......................
Oxfordshire ...............
Perthshire ...................
Wilts .......................
Hampshire ...............
Sussex .......................
Total ...............
Natives of
I
Ditto h n d m .
-
2.85
---
- -
1.75
-
-
552,508 ' 5 1 7,649 100.00 loo.oo
1 -
/
tdlrlburgllel~i~.e
--
To or fron~
1;ordr. Counties.
To or fro111
rest of Scotl;tnd.
1 or t r o u t l ~ e
CI~)
To or from
Border Counties.
To or from
rest of Scotland.
----I
City
-- Runl. City. 1 llunl. City
---- Rum1 C~ty. Rural,
* Including Fife.
214 RAVENSTEIN-On
the I;aws of Migration. [June,
Dublilt.-The population of Dublin, or rather of the two Dublin
unions, comprehends Sz per cent. of the total population of the
county. Dublin consequently recruits its population very largely
in the border counties, and in a lesser degree in the remai~~derof
Ireland. Map 8, which illustrates migration into the county of
Dublin, very fairly illustrates the leading features of migration
into Dublin town likewise, whilst the following table contains
the particulars of the composition of the population of Dublin
town :-
I Torn. I Rulal
pwts d O n ~ n l y
Second Group- I
Northampt,on ............ 26
Ips\vich ........................ 17
Aberdeen .................. 19
Pert,h........................... 1.
;
Ayr ........................... 17
Norwich .................... 9
Iri.rA. Group-
Cork .......................... 1'9
Londonrlerry ........... o;
Limerick .................. 2'0
Waterford ............... - 3'6
I-
-
Naiit,es of
1861.
Numbers.
I Ye~centape.
---
Y o r i e . . . . . . . . 16,179
1)urham .................... 1,854
Northumberland ........ 329
Cumberlnnd ................ 138
Lancmhire ................ 208
Staffo1.d ................... 109
Lincoln ....................... 639
Norfolk ........................ 2 i 8
3fonmoutll and l % 7 a 1 ~ ~2fi7
Rest vf England ........ 1,404
Scotland .................... 230
Irclantl ........................ 1' 32
Other parts ................ 4,2
--
Total l...............
Q 2
218 t he Laws of Migration.
RAVENSTEM-On [June,
5. In conclusion, we have to notice those towns in which the
" floating element" is so numerously represented as to result in
a depression of the native county element below what it is in the
rural parts of the counties to which towns of this type belong. I n
large cities this influence is but rarely decisive, and although the
" floating element " in every commercial city, and more especially
in our sea-ports, is undoubtedly large, we h a ~ ebeen able, in most
instances, to trace any deficiency in the native county element to
some other more universal cause.
There are instances, however, where it is decisive. At Port's-
mouth a population of 127,989 souls included (in 1881) 9,942 men
of the army and nary. We ma,y fairly assume that a majority of
these men are not natives of the county in which they temporarily
reside, and, t,ogether with their dependents, they must materially
affect the proportions between the constituent elements of the
population, and bring about a lowering of the native county
element. If we deduct these men from the population of Ports-
mouth, and then compute its elements, the native county element at
once rises to 7 1.04 per cent., which is higher than in rural Hamp-
shire, whilst the border element only rises to 9.26 per cent., and is
thus still lower than outside Portsmouth. A similar depression of
the native county element may be noticed in towns which are the
seats of large educational establishments, sllch as Oxford, Cam-
bridge, Bedford, and Winchester. Then there are heitlth resort,s
and towns affected by annuitants and grass-widows, which generally
also abound in ladies' colleges. Representative towns of this type
are Bath and Brighton. That there is something exceptional in
the composition of the population of these towns may be judged
from the large preponderance of females, for whilst throughout
England there are 1 0 5 females to every IOO males, there are 14.7 in
Bath, and 128 in Brighton. If in cases of this kind we could
separate the floating from the residential element of the population,
it would undoubtedly be found that towns like those mentioned
follow the general rule as respects the absorption of migrants.
Concluding Remarks.
I t has been the object of the author of this paper to place before
the Statistical Society not merely an abstract of the returns of the
birthplaces of the inhabitants of the United Kingdom, but also to
consider migration generally, and to determine, if possible, some
law or rule by which it is governed. He is quite aware of the
many imperfections of his essay, but trusts that his compilation
will at least be looked upon as a contribution not altogether
;t
10.
INCREASE(0RDECREASE)OFTHE POPULATION
OF EACH COUNTY.
INCREASE(0R DECREASE)OF THE NATIVES (
OF EACH COUNTY. I
I FEMALES TO 100 MALES
I AMONG T H E NATIVES OF COUNTIES.
1885.1 RAVEXSTEIN-On
the Laws of X;gration. 219
without value to a, branch of inquiry of peculiar interest to the
statistician.
The accompanying maps will assist in rendering clearer some of
his arguments. I n most instances the line separating the two
colours marks the average.
220 t he Lnzcs of Miyratioiz .
RAVENSTEIN-On [June.
.
APPENDIX of .W .//ration
Tubls Illz~st/-nti/!o
1ncie;Ise u r l)ect.ease, Fen~zlltsto every ICO .\li~la
s.
I 1871-81
Natives --
~~~~t~~~ alld ! lYBI.
P"l'ui'iiion. of Counties.
Of
Anlong
Tutxi Anlono"
AIII~I~?
S.IGI,
1691 . Pnpt~bi-
t ~ i i.o Natives. PiJ~1lll;l- sUtlves.
C I J U!.I ~ ~
tlon .
- - E i c ~ ~ l a .i l t
i
_IP_______
I
17.3 I09
Monmouthshire ....... r I r 267 194.4&5 8.1 20'9 95 10& 101
Norfolk .................... ++.+.149 555.347 4.5 107
Korwich ................ 87. 8 4 2 - 1.4
9'3 -.
107
118 - 105
118
Northaniptonshire ...
Xorthampton .......
Northurnberland ....
rjz.s.5
5 1 88 I
434. 0 8 6
. 298. 398
-
427. 891
11.7
26.0
12.3
10'2
-
14'5
101
106
103
103
-
103.6
99
108
103.q
Newcastle 8; Gateshead 2 I 1. 162 - 19'3 - 103 - 107
222 RAVEXSTEIN-On
the Laws of xigration . [June.
Table Illustrative of Migratim
Increase Or
1871.81 . Females to every roo Males .
Natives
Coupties a i d Totins .
. 1861
of Couuties.
1881.
of
Popula-
Of
Amon
T ~ I ~ PAnlOllg
Po~uI"-
An~oug
hatire
~01111ty
tion . Natives.
. tiuu .
Natives.
-- ---- Elenlent
Yar cnt . .
Per m t
Nott.inghamshire .. 391, 815 381,226 22.6 14'5 lor; 102 103
Nottingham ...... 186, 575 . 34'2 . 113 . III
Oxfordshire ........... 179, r 5 9 222,867 0.9 6.7 104 1G6 97
Rutland .................. 21, 4 3 4 28,606 -- 2.9 8.3 99 102 91
Shropshire ............... 248, 014 313,531 -- 0.1 4.4 IOO 105 97
Somersetshire ........... 469.109 550,500 1.2 3'4 I13 110 107
Bath ................... 51, 8 1 4 . I c
I47 . 127
htaff ordshire ........... 981, 013 977,353 14'3 19'2 97 103 IOI
Rural ................... 790, 157 . . . 93 . 100
~ o l v e r h a m p t o.n.. 7 5 , 766 . 10.9 . 100 . IOZ
Walsall .............. 58,795 . 19'9 . 100 . 102
West Bromwich ... 56, 295 . 17.8 . 99 . 100
S~iffolk..................... 356,893 445,785 2.3 5'0 104 105 IOI
Ipswich ............... 5"tc46 . 17'7 . 113 . 114
Surrey ....................... 1,436, 899 996,655 31'5 30'9 I ro 108 104
Croydon ............... 78, 953 . 41'8 . 124
. 110
Susses ....................... 490, 505 464, '7'5 11.8 111 105 IOI
Brighton ............... 107, 546 . 16'3 . I 28 . 116
Warwickshire ........... 737, 339 696,710 16.2 18'7 107 105 104
Birmingham (wit,h ) . . . 105
Aston Manor) j 454j6' 20.4 106
Westmoreland ....... 64, I g I 77.759 -- 1'3 7'2 104 102 99
W~ltshire ................... 258, 965 329,908 0'7 3'3 102 106 99
Worcestershire ....... .8c, 283 393,847 12'2 11.8 106 105 103
Yorkshire ............... 2,886, 544 2,684,926 18.5 17.1 103 104 104.5
Rural ................... 1,744,240 . 16'y . 102 .. '03
B d ford .............. 1x3,0 3 2 . 24'4 . "5 . "3
Haliiax ............... 73, 630 . 12'4 . 113 . I 11
Euddersfield ....... 8 I, 841 . 15.1 110 . 109
. '04
A
I E:iy .
-
Scotland Ireland
- ----
Per c ~ t . Per cnt. Per cnt.
I 1
----
Hative
Cou~ity
Element
Per cnt.
Border
E1cmellt
Couut'es.
PI,^ cnt.
~ l
in S I I ~
Killgdunl.
Par cnt.
1 Cou~~ties
~ a ~ Tau
~~ d11s. ~
~ l eIllustrative o f Mig~ntion
111el.c;isr(,.I 1)rererse;
1811.81. Felllilles t o every ICO Males .
Natives
,
of Counties, of Anlung Amoa
Of I Among ~nti;
1881. Populn- Popoh- County
t,Oll.
Kntives . ti011. Natives . 12lenlent .
.
.
. ---
SCOTLANU . Per cut . Per cnt .
Aberdeerisliire ....... 272,130 9'2 11'2 110
Aberdeen ............ .
19'3 .;: 1 . Toy
120
Argyll ....................... 92,431 1'4 .4'0 102 114 103
Ayrshire .................... 232,894 8'3 10'1 107 106
A j r ....................... . 16'9 .
I
I I0 . 129
Kil marnocli ....... . 9'0 . '05 . 108
Banff ....................... 73,453 1'5 7.3 111 110 112
Berwick .................... 40,171 .3'0 1'5 109 108 106
Bute ....................... 14,366 3'9 2.4 118 120 111
Caithness ............... 45,893 -- 2'8 2.0 III 115 113
Clackmannan ........... 25,202 8.0 13.5 IIO 106 107
Dumbarton .............. 56,252 28'0 15'9 I02 105 I01
Dumfriesshire ....... 80,883 1'8 1.9 I l l 112 I12
Dumfries ............ . 10'7 . 119 . 124
Edinburgh ............... 276,574 18.5 16.6
I 12 110 1c9
Edinburgh (with Leith: . 19'1 . "5 . 111
Elgin ........................ 46,306 1'2 6.6 111 111 I10
Fife ....................
. ... 189,074 7.0 6.9 113 110 112
Dunfermline ........ . 14'2 . '27
. 122
Forfar .................... 227,191 11'0 141 12: 113 116
Arbroath ................ . 8'0 . 127 . 125
Dundee ................ . 7'7 . 129 . 118
Haddington ............ 44,4,34 1'9 3'7 105 ioa 99
Invernesj-shire ........ 99,841 2'5 0'7 106 111 III
Inverness ........... . 19'8 . I 08 . 112
Kincardine ............... 42, 642 1'0 3'0 103 109 103
Kinross .................... 9,237 .7'4 .0'01 "5 110 122
Kirkcudbright ....... 40,113 0'5 .43 113 112 113
Lanark ................... 667,335 19'7 25.3 IOI 106 105
Glasgow ............... . 8'0 . 106 . 109
Airdrie ................ . .0'9 . 101 . '03
Harnilton ........... . 61'0 . 96 . I01
Rural ................... . 37'1 .
94 . '04
Linlithgow ............... 46,126 6.3 13.1 gr 105 96
Nairn ........................ 9,076 5'6 1'6 110 111 108
Orkney ................... 34,271 2'5 3'0 114 119 116
Peebles ................... 14,272 I 2'1 3.8 109 105 lor
Perthshire ............... 148,835 1'4 .1'0 I 10 111'3 I 11.4
Perth ................... . 13'2 .
115 . 120
Renfrew ................... 186,598 15'4 15 1 1-8 109 107
Rural ................. . 15'0 . 112 . 1 lo
Greenock ........... . 15'4 .
95 . '04
Paisley ............... . '5'3 . 119 . 112
Ross and Cromarty .. 91,777 .3 3 0.02 112 111'8 I rr
Roxburgh ............... 53,'773 9'0 3.4 IIO 107'8 108
Hawick ............... . 35'4 . .
.
.
Selkirk ............. ..... 16,448 34'0 42.1
110
1 1 0 103.3
104
103.7
Shetland ................... 31,907 .6.0 .5.9 135 145 141
Stirlingshire ........... 111,195 14'5 11'4 IOO 107 loo
Stirling ................ . Ii'I . 108 . 110
Sutherland ................ 26,743 .3'9 .3'2 108 113 112
Wigtown .................... 42,169 .0'4
1'8
-- 113 113 115
Total ...........1 3,397,759 I 1.2 11.0 Io8110-Z-
* 01. 66.8 pel c a ~ titirl~l*lveof 11:1tl\.esof Scotl;tnd
1885.1 RAVENSTEIN-On
f 7 ~ eLaws of Migration. 225
i n the United Kin,ydom--Contcl,
-.
lillgland
\Vales.
irclxai.
Cou~~ty
Elrine~lt. 1
--
Pet.(.i,t.
1.28
--
Per cnt.
.
-
0.38
-
Yer cnt. Per cnt. Yer cnt.
9.2
I --
Yer cnt. Per
83'8 8'5
Per cnt.
7'7 Aberdeenshire
cat. SCOTI,.iND.
97'8 8q8
2'38 95'9 0'68 78.7 11.0 - - - Aberdeen
1.31 96'7 1.53 72.6 11.6 63'4 12.9 23'7 Argyll
2.49 89'4 7'65 77'3 9'9 72'2 22 G 5'2 A yrshire
3'43 89'4 6.08 71'9 11'0 - - Avr
1'52 93'6 4.45 80'7 9'6 - - -
O.G8 y8'8 0'23 76'2 17.6 63'5 25.6 I1.0
6'Ll
1'81
0.63
gz'2
93'9
98'9
1.01
3'60
0'17
71'7
53'3
88'0
143
8'3
6'0
63'0
60.9
76'2
24.G
10.5
2.6
12.4
28.6
21'2
1 Bcrwick
Bute
Cnithness
1.85 96:o 1'07 60'9 21.2 58'0 20'2 21.8 Clack~nannan
2.07 86 z 11.02 44'7 30% 60.2 32'9 6.9 Dumbarton
5'04 93.1 1.31 74'9 11.9 71'8 20.0 8'2 D u m f ricsshire
6'48 88'9 3.72 53.9 I 2S.5 - - - Dun~fries
4.67 89.; 3.80 56.8 13.0 i 79.8
-
11.0
-
8.3 Edinburgh
l,:di~lburgll(nlth Lc~tlt)
4.83 89.5 3.08 ~ 5 . 9 111.2
1.21
1.56
97.9
96'8
0.31
0'8G
z9.7
81.1
1$:4
6 I)
1 68.0
jj.8
9.8
8.4
zz.2
17'8
E1~in
Fitc
0.92 97'3 1'53 94.9 6.7 - - - Dunfermline
1.71 93.0 4ii2 76 0 84.7 7.5 7.8 Forfur
- - -
1'62
2.04
2'9.1.
96.6
89.0
1.25
8.16
3'iO
84.4
6h.o
C8.2 1 12.6
7'8
16.2 / - -
27% 13':
-4rbroath
Uundee
Haddington
92.9 59'2
1.21, 0.41 7 3 69.0 15.4 15.6 Inverness-shire
2'77
97.8
9513 0'88 62.1 21.:) - I - - Invernebs
1'11 98 2 0'29 68.7 23'8 57.3 32'8 9'9 Kincurdine
0.87 98.4 040 52.2 3.4'1 j + 283 30.3 Kinross
8.17 93.3 2.02 68.6 2 4 1 9.7 Kirkcudbright
3'00 84.0 12'21 5 7 15.1 8+'3 11.9 3'8 Lonaiak
3'14 82'8 1 3 12 61 3 11'1 - - - Glaegow
1 88'3 10'17 72.9 10'9 - - -- Airdrie
3'10 88.8 7'41 72.1 11.2 - - --
2.83 85'0 11'16 60'4 20.4 - - -
2'49 89'4 7.65 5 25.1 53'5 30'2 7.0
1'21 98'0 0'2G 57'6 24'6 ~6.3 22'7 21'0
0.63 98.9 0.15 y2.8 2'3 k6.6 1'8 12.3
2'09 95.5 1'99 49'0 29'8 +6'9 42'7 10'4
1'80 96'0 1.63 70.6 16.j 6 1'8 . 28'2 16'0 Pcrthshire
70'1 12'7 - Pert11
2'93
2.17
1.80
93.4
83.6
8 3.2
2.93
13.1.9
14'30
568 19'0
28'5
687 1 2F-? 4.6
-
Rrnrrew
Rural
5 1'3
3.16 16.07 <:.I 17.8 - Urecnock
79.j -
1.33 g9.0 8.98 i4.0 14.7 Paislq
U'(i9 98.9 0.1s 88.4 , 3'.b 76.5 84 I 5.1 Ross ~ n Cromartg
d
68.8 i lli.5
I
5.71 91.3 7 67'3 2 8'3 Roxburgll
5'73 91.8 2 70'1 1 1:l 9 - 11:~wick
2'69 94.7 2.22 8 31.6 73'4
-
19'8
- 6.8 Sclkirk
0'43 O.07 y43 03 5 0'6 8'9 Slletland
1..18
99'3
93.9 l.17 6 i 00
I 2.1 10.6
--
Stirliilgahirc
2.5:) 31.3 4 . ~ 7 5y.g 1 2 i . 9 -. - St irling
0.72 98.9 @I(; ., ?
83.- 7.8 1 70.1 12.5 I7.4 Sutherlaud
2.37
--
91.0 6.1.1 - I
1 7 1-
- 7 ' . - 21.9 22.9 Wigtown
------ ~- -- . -
- . .-
2',.1,(;
-
91.0 S.HR f3X.q
--- .- - ~
1
- -~
71.4~ 15.6 10.0 - --Totnl
--
- . ...-
! ~ .C < I I ~ 111 I I , . : , u I ~
e ~ t t ~ ~ ~ ~111e PxI iI r~ dI : ~ ~ xN ~I t d\ V , B-
-- - .- -
226 RAVENSTEIN-On
the Laws of Migration . [June.
Table Illustratiue o f Miuration
. -
.
Increase 01 1)screase. Males .
Fentnles to every ~co
1871.hl .
h'atives -- - I
Popitlation.
Counties and Towus . 1881 . of Counties. Of Of
1881 . Popula-
.
tton . Natives
* .
Or 75.6 per me'lt iltclusiva of ~tativesof Irel;ll~d
1885.1 RAVENSTEIN-on
the Lau4sof Jf igration. 227
irz the fi~itedKingdom-Contd.
Ilirtllpl;~ces,1881. Disrr~but~un
ul h;tt~,es of each
County, 1831.
Piatke
Border
El~glnnd Cour~ty In ~ 1 Counties
~ nnd ~Towns. ~ h
'lernent' Conuty Border
and Scotland. Ireland. Element. io same
'~llere Counties.
Wales.
---- -____----__-
Born.
Per o ~ t . Per cnt. Per cnt. Per rnt. P-r rnt, l'er cnt. Per rut. Per cnt. IRELAXD.
1'50 1'36 96'7 78'2 14.7 92.9 5.3 1'8 Antrim
2.69 2'30 94'4 78'6 9.4 - - - Belfast (Union)
0,79 0'40 98.5 87'9 7.4 84'5 7.3 8.2 Armagh
0.53 0'13 99'1 86'0 9.9 75'8 9'1 15'1 Carlow
0.28 0.14 99'4 93'4 4.9 88'9 5.2 5'9 Cavan
0'43 0'07 99'3 95'1 2.5 93'2 4.2 2.6 Clare
2'09 0'26 97.1 92.7 2'4 95'2 1'9 2'9 Cork, County
3.59 0'52 94'8 87'2 - - - - Cork
0.37 0'36 99.0 95.6 2'1 92'4 5.1 2.5 nonegal
1.18 0'84 97'7 87'6 7.3 83.0 11.4 5.6 Down
4.56 1.30 93'2 61'9 10.8 90'8 2.5 6'7 Dublin, Countp
5.35 0'87 92'5 62'6 - - - - 1)ublin (City)
4.91 1.22 92.7 60'8 12.1 - - - ,, (Vnion)
0'55 0'31 98.9 89'5 6'7 87.2 6.9 .c.8 Fermanagh
0'80 0'14 98.8 94.2 2'6 94'4 2'5 3'1 Galway
0 88 0.12 98'8 96'4 1'8 96'2 8'5 1.3 Xerrp
5.49 0'64 03.2 75'1 11'1 75.8 20.8 3.4 Kildare
0.85 0.14 98'7 90.9 5.3 86'5 7.8 5'8 Kilkennp
1.26 0'29 98.0 83'8 9.6 85'2 7'4 7'4 King's County
0'30 0'14 99'4 93'4 4'7 91'7 5.6 2'7 Leitrim
1'30 0'16 08'2 89.1 7.2 89'8 6'5 3'7 Limerick,County
4.70 0'54 93'5 76.2 -- A -- - Limerick
0.76 c'82 9R.O 81.6 8.5 90.6 7'2 2.2 Londonderry, Cnty.
1.66 1'45 96.3 60'9 15.4 -- - - Londonderry
0.97 0.15 98.6 90.8 5.1 89'4. 4.4 6.2 Longford
1.28 0'25 98'1 84'5 9'3 86'6 5'1 8'3 Louch
1.20 0.35 98.0 85'0 - - -. - Drogheda
0'59 c.13 99'1 96'3 1'7 96.1 2.2 1.7 Mayo
0'66 0'16 99'0 87'9 8'2 77'8 19'8 2.4 h1eat.h
0'33 0'25 99'3 91'8 5'9 86'5 6.7 6'8 lvionaghan
0'71 0.21 98'8 88.2 6.5 70'7 7'1 22.2 Queen's County
0'91 0.10 98.7 92'8 44 92.9 4'4 2'7 Roscommon
0.47 0'36 99'0 93'1 3.8 94.0 3.0 3.0 Sligo
1.18 0'14 98.3 89'8 6'5 88'1 7'2 4'7 Tipperary
0.33 0'35 99.1 91'8 6.6 88'6 9'0 2'4 T ~ r o n e
1.22 0'17 98.2 87'3 8'2 90'6 6'1 3'3 Waterford, count,^
2'85 0.49 95.9 71'0 - - - Waterford
1'02 0.14 98.4 87'83 6'14 82'4 5'6 12'0 Westmeath
0'80 0'10 98.9 93'44 2'81 87'4 3.9 8'7 Wexford
1.14 0'30 98'2 84'3 9.82 67.3 2.9 29.8 Wicklow
--------
1.34 0.43 '3'7'5 89.6 4'1 89'6* 4.2 6.2 Ireland
'I7 16'7 7j'8 11.6 74'5 11.7 13'7 United Kingdom
I
~nonlel.aledin England and Wales and i n Scotland.
Required reading 2.
REVIEW ARTICLE
CONTACT Mo Hamza mo.hamza@risk.lth.se Division of Risk Management and Societal Safety, Faculty of Engineering, P.O. Box 118, Lund SE-221 00, Sweden
© 2020 The Author(s). Published by Informa UK Limited, trading as Taylor & Francis Group
This is an Open Access article distributed under the terms of the Creative Commons Attribution-NonCommercial-NoDerivatives License (http://creativecommons.org/licenses/by-nc-nd/4.0/),
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CLIMATE AND DEVELOPMENT 327
not only reference to the physical but the symbolic adds value challenge, is to understand the interplay between all three (cli-
to the analytical lens to understand the changing nature of gen- mate, gender and mobility) in one frame that is disjointed from
der. This means understanding not just how gender is pre- acquiring static definitions, drawing arguments from new fem-
sumed (about who migrates, why and how, who is vulnerable inist political ecology (see Nightingale, 2017, p. 10)
and how) but also how its meaning gets negotiated in practice. This paper contributes towards ways of conceptualizing the
Despite such rich and critical tools for analysis from gender and relationship between climate, gender and migration to under-
mobility, and gender and climate change literature, limited stand how vulnerability is produced and re-shaped materially
cross-fertilization exists to interrogate the nexus between gen- and discursively. In this paper, vulnerability is interpreted as
der, migration and climate change (Gioli & Milan, 2018). a dynamic condition that has been historically produced over
When it comes to climate and migration, the focus has been time putting some at a higher risk than others (Taylor, 2014).
largely on women as the primary subject of inquiry providing It is not an outcome of climate change or disaster events
examples from the Global South to make the case (Arora-Jons- (Adger, 1999; O’Brien, 2007), but is contextually produced
son, 2011). Climate, gender and migration are often tied and reproduced over time among social groups in the course
together to argue that women are more vulnerable when it of their active engagement with their environment (Taylor,
comes to the negative impacts of migration due to their 2014). Climate change, gender and migration come to shape
material differences in having the least capacity to migrate in vulnerability in conjunction with other social, economic and
the first place (Chindarkar, 2012; Djoudi & Brockhaus, 2011). political factors operating at different scales. The manifestation
Considering gender in terms of women and limiting causality of consequences of these three processes is contingent upon the
of vulnerabilities and consequences to material resources runs environmental context and what processes become more rel-
the risk of simplistic causal explanations with the emphasis evant than others. The operation of power becomes important
on counting environmental migrants, presenting impacts in in assigning salience to the processes. For instance, how gender,
the form of sex disaggregated statistics, and focusing on the migration and climate change are defined and the relationship
physical connotation of mobility alone to establish the connec- between them conceptualized in policies will influence how vul-
tion between climate, gender and migration (see Gender, Glo- nerabilities are understood and related interventions designed.
bal, and Climate Alliance, 2016; IOM, 2014; Women We start by using gender as an organizing principle. This
environmental network, 2010, p. 14). Using examples where entails viewing gender as a process that produces subjectivities
although the role of social structures in the form of norms over time and space. However, gender cannot be analysed in
and values inhibiting capacity is mentioned, women’s experi- isolation of understanding the production and reproduction
ence gains centrality to show gendered nature of migration. of at-risk conditions and vulnerabilities, but rather as a process
Such analysis while providing a picture of magnitude and that produces inequalities in conjunction with other axes of
potential impact, says very little about the root causes of differentiation (e.g. race, class, age, race, ethnicity, caste). By
migration and the role of everyday practices that come to this definition, gender identities and relations are fluid and con-
shape unequal vulnerabilities over time. Emphasis is more on textual. Equally important is to understand how gender itself is
gendered roles between men and women that inhibit access re-shaped and re-organized, how it attains relevance in climate
and opportunities giving relations of power and heterogeneity change and mobility issues, and how such discourses produce
among social groups amiss. Rather than addressing the inter- material implications that sustain at risk conditions and vulner-
action of multivariate processes in shaping vulnerabilities, lin- abilities. Similar to gender, mobility has a physical component
ear simplistic causal explanations become the norm. Instead but is also what we perceive it to be; and while climate change’s
of understanding how effects of climate change are socially associated biophysical risks are socially mediated, as a risk
mediated and alter mobility patterns, focus is on whether cli- modifier it is not the sole cause of vulnerabilities.
mate change causes human mobility (Boas and Rothe, 2016). Following these arguments, the paper makes a case that
Placing climate change as the cause of vulnerability or a prin- when gender and mobility are explicitly conceptualized as a
ciple accelerator that drives mobility or shapes gender inequal- process, and climate change as a risk modifier can the nexus
ity, ignores the dynamic interplay of multivariate processes between them be better comprehended, and the focus redir-
climate change, gender and mobility in creating stressors to ected towards examining the root causes (material and discur-
livelihood options, food security or valued assets. What sive) and the persistence of vulnerabilities and at-risk
makes this inquiry even more limiting is that clear cut connec- conditions. This is in line with McLeman et al.’s (2016) call
tions between climate change and migration decisions continue for a better examination of the relationship between environ-
to be debated and difficult to establish (ibid). mental migration and socio-economic inequality; and Obokata
Moreover, the understanding of how gender issues become et al. (2014) to take into account the role of context in shaping
salient and re-shaped in migration policies and practice con- environmental migration and the complex interaction between
tinues to be limited (Nightingale, 2017; Rothe, 2017). How gen- environmental and non-environmental factors. The paper
der is assumed in migration and climate change policy goes on looks in closer detail at various factors that influence climate
to shape conceptualization of inequalities and consequently change impact and suggests that when it comes to climate-
what and who is targeted/participates in the interventions. In induced mobility in coupled natural and human systems
light of the above arguments, gender, mobility and climate (CNH systems), climate variability rather than climate change
change are dynamic in nature and conceptually relational and per se, gendered access to resources and equality are often med-
situated, rather than static causes of vulnerabilities that have iating and determining factors in mobility rather than isolated
discursive and material affects. What perhaps presents a or direct causality from climate change as such. The paper will
328 P. LAMA ET AL.
attempt to show how environmental change resulting from cli- theorization has led to the overgeneralization of issues (see
mate impact alters these factors in unpredictable and erratic Gioli & Milan, 2018).
ways and in highly contextual settings, which vary from one Below we start by discussing two predominant framings,
ecosystem to another. We argue that adopting a lens of gender migration as failed adaptation or as an adaptive strategy, to
and mobility as a process better illuminates their relationship argue that such framings, conceptualize gender, migration
with climate change in creating material and discursive conse- and climate change in ways that limit the focus to measurable
quences. More importantly it opens up the space to understand impacts and truncates the understanding of the nexus between
gender beyond households and community level, and unpack them in shaping and sustaining conditions of vulnerabilities
how climate change and migration discourse constructed at and risk.
different levels re-inscribe what gender means along with its
social justice implications.
Migration failed adaptation or an adaptive strategy?
Predominantly, the literature on mobility in relation to climate
has two distinctive narratives: environmentally induced
Gender, mobility and climate change
migration due to failure to adapt in response to climate risks
There is longstanding acceptance that climate change has gen- and migration as a responsive adaptive strategy (Kronlid &
dered impacts (Dankelman, 2010; Denton, 2010; Djoudi & Grandin, 2014). The physical form of movement is highlighted
Brockhaus, 2011). International policies note mass migration and categorized as migration, displacement and planned relo-
as an inevitable outcome of climate change impacts on liveli- cation in response to extreme weather events and longer-
hoods, although the extent of influence is difficult to establish term climate change and variability (UNHCR, 2014; Wilkinson
(Boas et al., 2019). Gender is considered a fundamental variable et al., 2016).
in the decision-making process of migration (IPCC, 2014; Mile- The failure to adapt line of inquiry considers mobility, par-
tto et al., 2017). Consequently, gender analysis and main- ticularly displacement and migration as a security issue at the
streaming, particularly in climate change adaptation, has destination, while the second conceptualization interprets
come to be recognized (Nelson & Stathers, 2009; Terry, migration as a form of risk reduction and adaptation strategy.
2009); so that gender inequalities are not exacerbated through The former inquiry is termed maximalist (see Morrissey,
institutions (Alston, 2014; Walby, 2005). However, as men- 2013) and alarmist (Gemenne et al., 2012) where climate
tioned earlier, research linking climate change, gender and becomes the prime factor forcing displacement and creating
mobility is scarce (Chindarkar, 2012; Gioli & Milan, 2018). ‘environmental refugees’ (a contested term) due to failure to
This is not to imply that factors such as race, ethnicity, wealth, adapt to climate variability in situ. Such conceptualizations of
home ownership, education, age along with gender are not the climate migration nexus give support to policies that curb
recognized as determinants of vulnerability to climate risk, migration or control the pattern (Boas et al., 2019; Kronlid,
and can lead to an increase as well as a decrease in migration 2014). Predictions are made using migrant statistics to portray
depending on the setting (Black et al., 2011; Carr & Thompson, the magnanimity of the crisis-like situation. As a result of which
2014; IPCC, 2014; Thompson-Hall et al., 2016). However, when single linear causation is assigned where failure to adapt and
mentioned in policy circles, gender is often if not always, consequently migration becomes an outcome of a single bio-
reduced to a statistical entity or discussed in terms of male/ physical stimulus, such as climate change or related extremities.
female migration patterns (Mahler & Pessar, 2006). As a result, questions of how exactly climate change impacts are
Vulnerability is often discussed and argued for in terms of socially mediated (gender relations, socio-economic contexts;
material impacts that can be measured and reduced, while pre- discourse on gender and migration) go unaddressed in an
dominantly drawing examples from women in the global attempt to prove climate change as a cause of migration (see
South. The impact of climate gender is demonstrated as differ- Boas et al., 2019).
ential impacts on men and women as categories and gender The second line of inquiry framing migration as an adaptive
roles associated with these categories are emphasized to show strategy draws inspiration from livelihood literature that high-
gendered affects and differential mobility patterns (see Gender, light the role of traditional and modern migratory practices to
Global, and Climate Alliance, 2016 report; IOM, 2014; Women reduce livelihood risks (Agrawal & Perrin, 2008; Thornton &
and Environmental Network, 2010, p. 14). Separately, mobility Manasfi, 2010). Policy responses here include facilitating
literature discussing gender issues, and climate literature dis- migration to convert it into a positive experience both at the
cussing gender issues have been seminal in adopting intersec- place of origin and destination with the aim of building resili-
tional lens to understand both material and discursive ence of the local community in both locations (Kronlid, 2014;
consequences. Critical work from gender and climate change Webber & Barnett, 2010). In both lines of inquiry, climate
(see Arora-Jonsson, 2011; MacGregor, 2010) and gender risk and extreme weather are used as starting points, unin-
migration (see Gioli & Milan, 2018; Rothe, 2017) does lay the tended consequences of migration are highlighted, analysis of
contribution on how climate change and migration discourses causes are focused on push and pull factors of a place, and
construct categories of men, women and issues of gender that less on the underlying ones such as gender inequities, that
come to shape interventions that are limited in approach. serve to shape decisions and impact of the movement itself
When it comes to understanding the nexus between gender, (Wilkinson et al., 2016). Although this line of thinking supports
migration and climate change together uncritical and proble- calls for protection of migrants, even considering them as vital
matic conceptualization (as discussed earlier) and limited for the development of receiving countries, it has given rise to
CLIMATE AND DEVELOPMENT 329
migration management policies that include migrants in the masculinity (MacGregor, 2010; Masika, 2002; Nagel, 2015).
receiving country in highly problematic ways (see Suliman, The discourse assumes men as the scientific managers of the
2016). It also leaves little room to discuss how climate change global security threat and women as part of the problem,
socially mediates (through interplay of gender and other social suggesting fertility control (Rothe, 2017). For example, the
differences) other existing forms of mobility such as planned moral panic of increase expressed by the UK’s Optimum Popu-
relocation, seasonal migration, displacement, etc. (Boas et al., lation Trust to promote global sustainability by emphasizing
2019). fertility controls and migration prohibition from poor to rich
When it comes to discursive implications in terms of gender, countries (see Guillebaud, 2007). Important to note here is
the framings renew some of the debunked conceptualization in that socially mediated consequences of climate change and
critical gender and development work (Bettini & Gioli, 2016). the role of intersecting social differences including gender, in
Below we present four ways in which this emphasis is renewed combination with political and economic structures shape
and how it is discursive. They renew emphasis on numbers with not just practices but ideas that consequently influence the abil-
focus on static binaries, Second, they reinvent the North–South ity to respond receive limited attention (MacGregor, 2010).
divide by homogenizing gender issues. Third, they reinforce
gendered division of labour sustained by essentialist discourse. Reinventing North–South divide
Lastly, they shift attention away from understanding the The growing alternative view of migration as a legitimate adap-
dynamic nature of mobility as a process. tive strategy picks up on this social vulnerability issue and the
role of gender to a certain extent. It has been successful in
Renewed emphasis on numbers pointing out that migration may not always be a successful
The two lines of inquiry discussed in the previous section have and viable option for everyone (Hanson, 2010; IOM, 2014).
implications when it comes to introducing gender in this cli- Where migration is not a viable adaptation measure is when
mate change and mobility nexus to understand who moves; there are inequalities; structural inequalities including gender
in what way; and why. For instance, the alarmist framing calcu- (Bettini & Gioli, 2016); where not everyone is able to anticipate
lates the impact by counting the number that are forced to the impact of deteriorating environmental conditions on liveli-
leave. Consequently, reducing exposure of the receiving hoods; or where people lack the resources and networks
country to risk through securitization and stricter immigration required for migration (Findlay, 2011; Milan et al., 2015). Sev-
rules to limit flows. It is not surprising that often, if not always, eral studies support this and outline that who migrates varies
impact on gender is interpreted in the form of binaries, that is within a household and that it is more common for men to
the number of men and women displaced. At best gender in move away by comparison to women (Rosenbloom, 2004). In
terms of male and female roles are discussed as shaping turn studies that looked into how gender shapes mobility has
migration decisions and abilities. The understanding of gender paid attention to measuring mobility differences between
as a process in relation to climate change and migration men and women, for example, distance and time travelled,
remains limited (i.e. process wherein genders along with mode of travel, linkages among trips (Hanson, 2010). Both
other social relations intersect to shape not just practices but these views have been seminal in drawing attention to the
ideas related to migration and climate change). issue of gender in association with climate-induced migration
Numbers do not lie but they do omit. It is well established (Chindarkar, 2012; Denton, 2010), however the emphasis has
that climate is not the sole cause of migration but is socially largely been on explaining measurable and material impacts
mediated (Boas et al., 2019). This implies that the extent of often noted in terms of differences in the capacity to move
influence of climate change on mass migration is difficult to between males and females (Gioli & Milan, 2018; MacGregor,
establish, and thus predictions about climate-induced 2010). The IPCC regards climate change as exposing persons
migrations causing crisis can be misleading (ibid). Persistence who lack the capacity to be mobile, thus creating differences
of such a discourse, establishes gender, vulnerability and between the vulnerable and the non-vulnerable (Kronlid &
migration as a linear result or outcome of climate change or Grandin, 2014). In this discussion around who is capable to
variability on the exposed unit (a biophysical or a social migrate, who lacks resources and capability to migrate and
unit), where adaptation has failed (O’Brien et al., 2004). Since who gets trapped in conditions of vulnerability (Findlay,
climate as intensive or extensive risk is considered a starting 2011), gender enters the discussion targeting women of the glo-
point, the role and interaction of pre-existing/contextual social bal south, under the assumption that they are the poorest and
differences such as gender, class, caste, ethnicity, etc. as shaping lack the capacity to migrate (Rothe, 2017).
vulnerabilities and migration patterns and outcomes get Climate and migration are constructed as an issue peculiar
occluded. What becomes lost in this linear explanation is not to the Global South, where gender is interpreted as women
only the role of other drivers, but also the meaning of gender suffering due to lack of capacity to migrate. Critical literature
itself adopted in migration-related climate change policies, as on climate and gender have been seminal in explaining this
a structure shaping social vulnerability (Bettini & Gioli, 2016; discursive trend leading to problematic homogenization of
Felli & Castree, 2012). issues where women in the Global South are considered vul-
Mass migration as a security threat has fuelled climate nerable and the Global North as champions in dealing with
migrant narratives and proposals for border securitization pol- climate change (Arora-Jonsson, 2011; Gioli & Milan, 2018;
icies (Boas et al., 2019). Consequently, securitizing climate Rothe, 2017). What also needs to be discussed is the effect
change consequences has been pointed out to provide solutions of such a discourse. Such a discourse (migration as adaptation
that are more technical and managerial, consistent with hyper strategy) emphasizes improving the capacity to move/build
330 P. LAMA ET AL.
resilience of certain groups, particularly women, in order to that cause vulnerabilities. Identifying who has the ability to
reduce vulnerability. Policy discourses that promote be mobile, certainly helps focus on vulnerable groups, but
migration management for development of the receiving attention must also be paid to the structures that go beyond
country rather than bans through international development identifying who is vulnerable to understand why and how.
cooperation have gained prominence (see Suliman, 2016). The emphasis on delineating the vulnerable from the not vul-
This inadvertently, shifts intervention from dealing with nerable in terms of capacity and increasing community resili-
causes of differential and unequal capacities (gender inequi- ence may have merit, but there is a danger in an
ties and other axes of power relation such as caste and ethni- understanding of inequalities limited to ‘differences’ between
city to name a few) to reducing exposures to climate by groups and something which is ‘wrong’ (Bettini & Gioli,
improving vulnerable groups’ (as a homogenous category) 2016). Such apolitical framings, reconfigure rights and respon-
adaptive capacities. Popular interventions include knowledge sibilities in a manner that focuses on individual self-help prepa-
transfer, awareness-raising and creating self-help groups redness approaches rather than on institutional arrangements
assume primacy (Rothe, 2017). However, these progressive dealing with the root causes of vulnerabilities and securing
policies do not deal with inequities that constitute migration human rights (ibid). The discussion of vulnerabilities more in
(Suliman, 2016). Moreover, the gendered approach of viewing terms of differences than inequalities could reinstate proble-
migration and climate change is limited to how gender shapes matic discourses in the climate change and gender nexus that
migration. What also requires inquiry is how certain dis- frame vulnerabilities based on differences between women in
courses and practices surrounding climate and migration the global north as resilient and virtuous and in the global
construct gender in problematic ways and promote interven- south as victims (Arora-Jonsson, 2011; Wester & Lama, 2019)
tions limited in approach. The emphasis on unequal Inclusion anchored in essentialist discourses – seeing
capacities to migrate to explain gendered differences in women as inherently inclined to protect the environment –
migration does not sufficiently engage with this politics of cli- prove problematic. For example, Holmgren and Arora-Jonsson
mate change related migration discourse. For instance, in (2015) show how the attempt of including women as ‘employ-
many climate change policies at the national level, including ees and forest owners’ rather than ‘active citizens in decision-
women in adaptation projects has been used as a way of making’, makes mainstreaming an exercise aimed towards
empowerment through providing livelihood opportunities increasing forest production rather than achieving gender
(Wester & Lama, 2019). Important to note is that adaptive equality. Studies on gender representation in the board
strategies themselves are not apolitical, or for that matter rooms for companies with the greatest climate impact, reveal
result in changes that are positive for everyone. Empower- that the mere inclusion of women does not lead to a better cli-
ment programmes and policies – particularly those promot- mate policy (2017). Such homogenization of roles, based on
ing alternative livelihoods – may in fact become a burden gender-biased assumption could weaken mainstreaming
without actual benefits or ownership of resources, and may efforts limiting them to focusing only on roles, rather than
end up doing very little when it comes to reducing gender relationships that render some in positions of privilege and
inequities (Chant, 2016; Leach & Mearns, 1996). others in subordinated positions, and disguising power issues
The policy responses, as mentioned above, for climate- of access to decision-making (Arora-Jonsson, 2011).
induced migration supporting building resilience and empow- It is important to reiterate here that climate change is not the
erment, although may be well intentioned have neglected gen- only change that people respond to but to a complex combination
dered subject positions, and related attributions and of changes (Parsons & Nalau, 2016; Smithers & Smit, 1997; Thorn-
behavioural norms (Rothe, 2017). Gender is included as an ton & Manasfi, 2010). While adaptation and mitigation efforts
addition, although not necessarily, as binary (Hanson, 2010). focusing only on climate might help reduce other associated vul-
Although gender has grown in recognition with increasing nerabilities, such climate focus leads to an overemphasis on impact
attention to social dimensions of climate change, such the sim- (rather than processes of how vulnerability is produced) which
plified tendency to project gender in terms of category – men leads to technological solutions (Boyd, 2017). Such emphasis on
and women as seen predominantly in explaining the nexus problems and solutions becomes unreflective towards other per-
between gender, migration and climate change, fails to account spectives and less sensitive to the uncertainties associated with
for multiple basis of inequalities focusing more on roles rather social and economic processes that may in fact be the underlying
than relations (Kaijser & Kronsell, 2014). Moreover, it closes drivers shaping vulnerabilities (Jayaraman, 2015).
the space to discuss how climate-related migration policies
are framed by intersectional social relations and how these pol- Disguising the dynamic role of mobility and its gendered
icies serve to define gender and migrants which then has impli- implications
cations on who is vulnerable and how. Apart from attention to how gender impacts the ability to
move, what also demands attention is that migration itself as
Reinforced gendered division of labour a process has gendered implications. ‘The mobilities turn’ as
The framings of mobility and migration in relation to climate Cresswell (2010) puts it has been able to problematize the con-
change are also discursive. According to MacGregor (2010), cept of mobility going beyond the physical connotation to
this created a paradox where women are alienated from the include symbolic and representational meaning, having the
debate and yet at the same time increasingly included in the sol- potential to bring out the myriad experiences. Randi Hjorthol
utions. Understanding who migrates is a pertinent question. (2008) in her study in Norway concludes that the differences
But equally important is to understand the underlying factors in daily patterns of commuting between men and women create
CLIMATE AND DEVELOPMENT 331
much space of action for women and thus may serve as an indi- be empowering and disempowering, and at the same time
cator of degree of equality between the two. In this way, immo- how gender shapes mobility patterns. Despite enriching
bility represents an indicator of gendered practices (Uteng & research from different geographical and social contexts
Cresswell, 2008). Thus, the meaning of migration as a process acknowledging gender as an organizing rather than additive
goes beyond just representation in the form of physical move- variable to be measured, policy focus has tended to lapse
ment and experience in the place of origin and destination. For towards the latter (Cornwall et al., 2004; Mahler & Pessar,
instance, mobility, and for that matter immobility, has effects 2006). It is now important to look at climate vs. movement
that may go beyond the concrete experience itself and could and whether what is needed is redefining gender as an orga-
lead to conditions of livelihood security/insecurity, availability nizing principle where climate change is a risk modifier as
and accessibility to resources, or lack of opportunities that this paper argues.
could all shape or produce new experiences (Lama, 2018). In migration studies climate change is generally seen as an
The realization of mobility could thus represent freedom, pro- accelerant to other factors that cause people to migrate. In
gress and even empowerment (Uteng & Cresswell, 2008). At other words, it is not considered an additional factor, directly
the same time, going beyond the binary connotation, gender influencing migration, but one that compounds existing ones.
is increasingly recognized as fluid meaning that identities and Gender is rendered ‘a special case’ that requires a special lens
relationships that are socially constructed as male/female or to understand this variable changing due to impact of climate
masculine and feminine are not fixed (Pessar & Mahler, change. Such an approach entails the risk of gender being
2003). Gender thus does not indicate male or female but rather sidelined or at most included as an additive factor using pro-
a process which acquires meaning through performance of blematic assumptions, long criticized by feminist studies (see
activities, ways of behaving, roles, that (re)define the sexed cat- Arora-Jonsson, 2011; MacGregor, 2010; Wester & Lama,
egories of male and the female (Butler, 2004; Nightingale, 2019). Thus, the need to reinforce gender as an organizing
2006). In this way, mobility as a process and practice gives principle becomes even more pertinent with the growing dis-
meaning to gender practices and could potentially reproduces course on understanding gender dimensions when it comes to
power hierarchies (Uteng & Cresswell, 2008). climate-induced migration (Näre & Akhtar, 2014). Gender as
Going back to the earlier discussions on building capacity an organizing principle implies not just assuming it as a vari-
and empowerment, mobility is often equated with empower- able to be measured but viewing it as a structure of social
ment (Mandel, 2004), due to its potential to facilitate access relations that organize mobility patterns and are also shaped
to opportunities and livelihoods (Christensen & Gough, 2012; by it (ibid). This means an understanding of how gender is
Hanson, 2010). This echoes the binary gendered notion of shaped and attains relevance due to how it is defined and
space where the public (going out, being mobile) as a male dealt with in climate change and mobility policy and practices,
notion or domain while the private and domestic as female and in a context where power operates to make it salient. Dis-
(Sheller & Urry, 2006). This is shown from the case of Uganda cursive dimension when discussing the nexus between the
by Tanzarn (2008) of how space is not intrinsically gendered three then matters because any change in climate and mobility
but becomes so due to the utilization of space by men and in practice and policy will have gendered implications. Night-
women hierarchically positioned in society. Empirical studies ingale (2006) using the Nepalese example of community for-
of gendered travel behaviour from the global north further con- estry shows how gender intersects with caste to shape access to
tribute to confirming the gendered nature of mobility where resources and participation, and at the same time the meaning
women travel shorter distances (Law, 1999). Nightingale’s of gender itself is reproduced through community forestry
work (2006) and Davidson and Bondi (2004) on gender and practices.
space further highlight that space and gender are not static, One of the main challenges in understanding the relation-
thus both what the space represents and what gender means ship between climate, gender and mobility is the difficulty to
are co-constructed and in constant interaction with each isolate climate variability and shocks from other drivers of vul-
other. Some concrete examples include Nightingale’s work nerability (Mearns & Norton, 2009). Using gender as an orga-
(2006) on gender and the environment in Nepal, where lower nizing principle to analyse vulnerabilities in relation to climate
caste is not allowed to enter the household of higher caste (con- could be one starting point. Further, complementing this could
sidered pure spaces and if used by lower caste becomes be reconceptualizing climate change as a risk modifier rather
impure), and menstruating women are forbidden from entering than amplifier to understand the interplay between gendered
the cooking areas or certain spaces that they regularly occupy. vulnerabilities and mobility. Climate risks are translated socie-
In this way, gender and caste are defined in relation to space. tally, meaning that climate is not the only or principle driver
Thus, an understanding of mobility as a dynamic process is that people respond to, and it has a modifier effect on popu-
equally important to understand the changing power relation- lation movement and environmentally induced migration.
ship and meaning of gender due to mobility. There is evidence that people tend to move from less to more
environmentally vulnerable locations (McGranahan et al.,
2007) as in the case of attempting to mitigate food security in
Discussion and conclusion rural areas by migrating to coastal cities or urban areas on
flood plains.
Gender as a dynamic organizing principle – why?
Conventional approaches to migration analyse push and
Examining gender in relation to mobility have yielded inter- pull factors. However, the impact of climate change on
esting discussions surrounding how mobility/immobility can migration can be understood better by examining the drivers
332 P. LAMA ET AL.
and mechanisms underlying them. Evidence shows that climate whether mobility and migration would be one of such
by itself does not simply add to the existing and agreed factors responses is complex, uncertain and largely contextual.
influencing migration. Research and examples from McLeman Additionally, economic viability is another factor that deter-
(2017) illustrate such complexity of interactions and the diver- mines the pattern of migration as a response to extensive risk
sity of outcomes. Climate does not affect migration patterns in and interacts with other climatic and environmental drivers.
simple push-pull fashion; rather, migration outcomes are There is limited empirical evidence that environmental con-
mediated by intervening economic, social, and political forces ditions impact long-distance or international migration. In a
that affect the ability of exposed populations to adapt to cli- study of the Horn of Africa and francophone sub-Saharan
mate-related threats to homes and livelihoods. Consequential Africa migrants to Canada, Veronis and McLeman (2014)
environmental change can alter these factors in unpredictable found that the environment was a second- or third-order con-
and erratic ways and varies from one ecosystem to another tributor to migrants’ decision-making process and primarily
(low lying deltas vs. arid or semi-arid lands). To understand among skilled and urbanites who possessed the means and
this and to further elaborate the argument above that responses wherewithal for long-distance movement. In that sense, econ-
are usually to climate variability than to climate change, we omic development in the source country can contribute to, as
need to look at three challenges in climate effect namely: uncer- well as limit, migration. Who benefits from such development
tainty, attribution and surprise. is subject to gender equality, power relations in society, and dis-
First, uncertainty manifests in the fact that the length and tribution of resources. Migration can be a coping mechanism
robustness of records on climate impact since records began activated in order to diversify income when poverty is a
are insufficient and not necessarily correlated to human mobi- major driver. However, extreme poverty means resources to
lity. Synchronicity and feedback loops between one impact of migrate are limited (Smith et al., 2006). There is evidence
climate change and another, on both physical and socio-econ- that extreme drought leads to a decrease in international
omic scales are also hard to come by. long-distance migration because food scarcity during crises
The second major challenge in the interplay between climate drives prices up forcing people to spend more on basic needs
and human systems is the fundamental difference between cli- rather than on migration (Findley, 1994; Henry et al., 2004).
mate change and climate variability. Human systems may be Access to food and staples is also gendered in various contexts.
responding to climate variability rather than climate change. These challenges put together make it hard to establish cli-
The decision-making process and risk trade-off that people mate change as having a direct additive, multiplier or synergis-
generally undertake and the consequent move are not necess- tic effect on population movement. We argue here that climate
arily attributed to climate change as such but to climatic varia- is a risk modifier subject to specific contexts and circumstances.
bility in most cases. Climate ‘change’ as opposed to climate
‘variability’ happens on a spatial and temporal scale that cannot
Gender as a dynamic organizing principle – how?
be perceived or experienced by the individual or a community.
Variability is more tangible and felt as a factor in resource Using gender as an organizing principle requires moving away
degradation or loss of livelihoods over time (diminishing from binary explanations to understanding gender as fluid and
water resources, loss of crop yield, erratic seasons or rainfall, situated, and operating with other axes of differentiation to cre-
etc.). Several studies document the impact of climate variability ate and exacerbate vulnerabilities and at-risk conditions over
on internal migration (Marchiori et al., 2011; McLeman et al., time. Establishing a causal relationship between gender, vulner-
2016). The anticipatory or adaptive response highlighted in abilities and mobility, assuming roles adorned by men and
these studies is what creates a shift from voluntary to forced women as static, or based on sexed categories, will only lead
migration, as initial adaptation to episodic or periodic stresses to identifying groups and suggesting solutions to empower/
becomes unsustainable. But the need to attribute processes to build resilience of such groups (as discussed earlier). This will
either variability or change complicates the study of human however lead to homogenization of the issues and falls short
mobility. An overlap between human activity and natural pro- of relating other forms of power relations (class, ethnicity,
cesses complicates even further attempts to discern cause. Evi- race, imperialism, etc.) to gender as a structure of oppression.
dence of this can be seen in the 2011 Foresight Project which This makes a pertinent case to focus on analysis that starts by
adopted a deterministic approach that assumed that all, or a accounting for social vulnerabilities and understanding its
proportion of people living in risk zones will migrate implication on mobility and vice versa. An example of this is
(Gómez, 2013). This neglects the role of human agency and suggested by Kaijser and Kronsell (2014), who call for an inter-
the complex factors that influence the decision-making process sectional analysis based on critical feminist approach that
underlying migration, including those that are unrelated to any specifically tries to understand different experiences of climate
climatic or environmental changes. change (not limited to women) and involves probing power
Third, surprise is a challenge also linked to the complex, relations and not just gender roles. This would involve ‘under-
non-linear nature of climate change and human systems. standing discursive construction of gender and analysis of
Human or social systems are also subject to non-linear changes power relations that shape perceptions of vulnerability and
(Morinière, 2009) and a linear relationship between climate- responses to […] impacts of climate change’ (Djoudi et al.,
induced disasters and human systems is beyond proof or evi- 2016, 259). Rothe (2017) uses an anti-essentialist feminist
dence. A doubling of extreme events does not necessarily approach (differences in sexes as naturally given) to show mas-
mean a doubling of the number of disasters or of the number culinized discourses of security as control and reproduction of
of people affected. How those affected would respond and gender myths in relation to climate-induced migration research
CLIMATE AND DEVELOPMENT 333
and policies. MacGregor (2010) makes a similar argument to women or non-binary individuals. The linear way of describing
understanding the discursive framing of climate policies and or understanding this process fails to consider that the pre-
actions, including migration that have gendered implications, existing social structures governing a society before a disaster
apart from the material impacts of climate change. will prevail through the disaster. If men are more likely to
Migration, as this paper has shown, is a complex multi- migrate as an adaptation strategy in search of alternative liveli-
faceted phenomenon influenced by a large number of interact- hoods, men are also more likely to migrate as an adaptation
ing factors, ranging from economic causes, socio-cultural con- strategy in a climate context. This also means that for a large
ditions and geopolitical considerations. All feature as actual, as group – most often women – migration is not an option regard-
well as expected or perceived, factors in an individual’s or a less of the external conditions. Women and men have different
household’s decision to migrate or stay. patterns of mobility that are deeply embedded in the context of
More importantly, migration is dynamic with implications. any society, making migration an option for some but not all.
There can be positive outcomes when the decision to migrate is Merely counting or estimating the number of migrants fail to
planned well in advance of the need to move or before it address underlying conditions that result in migration patterns.
becomes critical or inevitable, and when human and labour Gendered roles must be seen to reflect underlying social con-
rights of those who move and those at the destination are structions, not as a variable that becomes apparent first when
respected (Wilkinson et al., 2016). Migration is also not always migration occurs.
a successful or viable adaptation. The impact of climate change In addition, women are often seen as instrumental in cli-
is not uniform across the globe, just as the conditions within mate change adaptation and numerous programmes have
which changes take place are not homogenous. addressed women as key actors in bringing about change
Exploring the gendered dimensions of migration in the con- in livelihoods and making societies better equipped to miti-
text of climate change, or suggesting gender as an organizing gate against and adapt to climate change. However, these
principle is aligned with several well established notions and strategies fail to address underlying inequalities and vulner-
findings in the literature. First, migration is rooted in societal abilities. Gendered roles often place the responsibility for car-
processes that could predate recent environmental changes and ing for the family in the home on women, and the
degradation as this paper demonstrated so far. However, some responsibility of providing for their families by working out-
current and future claims of migration crises continue to be pre- side the home on the men – this will imply gendered adap-
sented in ahistorical or apolitical terms (Zetter, 2010 cited in tation strategies to climate change adaptation. Even if
Bergman Rosamond et al., 2020). Second, and also in line with programmes can aim to empower women – by giving them
the discussion of power noted in the paper, Zetter and Morris- vocational training so that they can provide for their families
sey’s (2014a, 2014b) extensive study on patterns of migration in the absence of men – this will not change the underlying
and climate change link the patterns and regimes of migration vulnerabilities. Physical places are gendered by social norms
of population and individuals impacted by environmental stres- and the spaces men and women can occupy will affect
sors not directly to climatic or environmental changes but to the what options are available to them. Also, any discussion on
exercise and articulation of rights both ‘material’ and ‘structural’ restricting population growth fails to explicitly address the
within the systems of power in society, and both ‘[…] historically underlying perception that fertility control is the responsibil-
(land ownership, use of communal resources, etc.) and in current ity of women, failing to understand the power dynamics sur-
politics (distribution of material rights, protection, etc.)’ (Berg- rounding women’s reproductive rights and health.
man Rosamond et al., 2020). In that sense, migration is hardly Pre-existing social structures and stereotypical views on
influenced or facilitated by a single factor but manifests as an what is male and female in any community will have a direct
outcome of complex and intertwined socio-economic and politi- impact on the choices individuals or groups have when adapt-
cal complex that includes inequality, discrimination, poverty, etc. ing to a changing environment. This means that climate change
all of which are gendered. is not yet another risk that communities have to face, as chan-
Reducing climate change to a simplistic direct driver of ging external conditions are reflected in what internal struc-
migration plays into and facilitates apocalyptic and securitiza- tures, choices or strategies are already available to members
tion narratives that not only stigmatizes migrants (Bettini, of the community. These social structures also mean that
2013), it also detracts from understanding the root causes to women and men – should they migrate – are exposed to gen-
vulnerabilities and the underlying factors that climate change dered norms in the receiving community. The impact of this
leverages (Buckingham and Masson, 2017), including gender can be difficult to predict and needs to be assessed on a case-
dimensions. by-case basis, but given the universal gendered roles, chances
are that women will be affected in the least favourable way.
Viewing climate change as a risk modifier that interacts with
Conclusion
already existing gendered roles, choices and resources, rather
In this contribution, we have attempted to show that climate, than climate change presenting an additional risk for men
gender and migration are related in complex and non-linear and women to handle might lead to a lessened focus on the
ways. If climate-induced migration can be seen as a climate effects of climate change and an increased focus on existing
adaptation strategy – or failure to adapt – this has gendered gender inequalities that are present regardless of which risk
ramifications. Even if the alarmist way of viewing migration – source face a community. This way, risk reduction strategies
as groups of people leaving their destroyed homes for a safer can address underlying causes rather than addressing the
place to live – could happen, it will not be the same for men, symptoms.
334 P. LAMA ET AL.
Disclosure statement Buckingham, S., & Le Masson, V. (Eds.). (2017). Understanding climate
change through gender relations. Taylor & Francis.
No potential conflict of interest was reported by the author(s). Carr, E. R., & Thompson, M. C. (2014). Gender and climate change adap-
tation in agrarian settings: Current thinking, new directions, and
research frontiers. Geography Compass, 8(3), 182–197. https://doi.org/
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Required reading 4.
Abstract This article provides evidence-based theoretical definition. Many studies have shown the
results regarding current debates on transnationalism. need for conceptual academic clarity regarding
It draws on the content analysis of the 50 most cited transnationalism, whether considering it from narrow
(according to the major academic databases and search or broad perspectives. Transnationalism is transfor-
engines in 2020) and the 50 most recent (published or mative, and powerful enough to trigger changes in
forthcoming in 2019–2020) articles and/or books on contemporary societies. This article suggests a number
transnationalism. The study analysed the main defini- of particularly intriguing research fields regarding
tions of transnationalism, identified classification transnationalism: telecommunications (ICT—Infor-
criteria for transnational experience, and reviewed mation and Communication Technology/the inter-
the concept of transnationalism in the studied articles net/social media), return migration (aspirations to
and books. In transnationalism, a broad range of return, and in relation to telecommunications), as well
economic, sociocultural, and political cross-border as the connection between bodies and the law (the
activities and practices, and their various combina- incorporation of the body into transnational practices
tions, modify people’s sense of belonging to places; and in relation to the law).
affect their citizenship and nationality; change their
aspirations, imagination and decisions in everyday Keywords Transnationalism ! Content analysis !
life; and influence their identity. In the studied ICT ! Return migration ! Legal body
academic literature, transnationalism was often asso-
ciated with globalisation, migration, cosmopoli-
tanism, multiculturalism, diaspora, post-migration
studies, and internationalism. Transnationalism has Introduction
an inner processual and in-becoming character, lead-
ing to difficulty in giving it a precise and clear Discussions centring on transnationalism are inher-
ently multi- and trans-disciplinary (Vertovec 1999),
M. Tedeschi (&) ! E. Vorobeva ! J. S. Jauhiainen
spanning discourses on sociocultural activities (Kear-
Department of Geography and Geology, University of ney 1995), cross-border entrepreneurialism (Sommer
Turku, Turku, Finland 2020), everyday practices (Innes 2019), post-migra-
e-mail: miriam.tedeschi@utu.fi tion (Beauchemin and Safi 2020), political parties
J. S. Jauhiainen
(Kernalegenn and Van Haute 2020; Pilati and Herman
Institute of Ecology and the Earth Sciences, University of 2020), the right to vote, and dual identity and
Tartu, Tartu, Estonia
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604 GeoJournal (2022) 87:603–619
citizenship (Klingenberg et al. 2020)—to name only a practices and in relation to the law). Furthermore, we
few. Eminent scholars have explored the concept in pay attention to the topic of imagination as a guiding
depth and, over the years, have stressed different thread for possibly uniting these novel research topics.
aspects of transnationalism (Portes et al. 1999; Schiller
et al. 1992b; Vertovec 2009).
Connectedness across borders, the formality/infor- Methodology
mality of frequent cross-border activities and prac-
tices, and the high intensity and degree of cross-border This research obtained evidence-based results regard-
exchanges are the main characteristics of a transna- ing current debates on transnationalism, drawing on a
tionalism ‘from below’, concerning individuals and database of the 50 most cited (Google Scholar,
civil society. Transnationalism has an inner processual Scopus, and Web of Science) and the 50 most recent
and in-becoming character (whereas diaspora, for (published or forthcoming in 2019–2020) articles and/
instance, mostly refers to specific groups and com- or books about transnationalism. The 50 most cited
munities), leading to difficulty in giving it a precise articles indicated the widely recognised key scholarly
and clear theoretical definition; therefore, instead of theories of transnationalism, and the 50 most recent
being based on a deductive approach, from theory to articles indicated the evolvement of the scholarly
practice, the definition of transnationalism could more discussion regarding transnationalism. The main def-
usefully be developed through a pragmatist inductive initions and classifications for conceptually framing
approach. Such an approach to transnationalism transnationalism have come from only a few scholars
means defining it according to its actual use and (as discussed in detail below) and are often repeated
empirical context, as recommended by Bauböck and and reworked from the same original sources; there-
Faist (2010) and suggested by Beauchemin and Safi fore, the research paid particular attention to these
(2020), defining the macro-, meso- and/or micro-level main sources (as cited in the reference list), without
of the empirical context, and then deriving the theory. explicitly citing all of them. Other sources repeating
In this way the variables to study transnationalism and those definitions and classifications remain in the
the methods to analyse it can be provided, but have background (and may not be cited) to avoid duplica-
limits that need to be examined in order to avoid tion. Nevertheless, all the publications contributed to
incorrect or over-generalised conclusions. the empirical material for this research. The texts were
In this article, we address the various definitions of analysed using empirically-driven content analysis to
transnationalism, highlighting their limits and opening identify the main definitions of transnationalism, the
up new lines of research. Our argument follows two main scholars, the related strands of thought, and the
research questions: how is transnationalism defined key and missing topics. In addition, other relevant
(or not defined) in the most cited and most recent scholars, who were not included in the list, are cited
scholarly works about the subject, and what are the and used in the article. They provided important
most promising lines of research concerning details that supported the definitions and classifica-
transnationalism. tions of transnationalism and helped to open up
After this introduction, we (1) outline the Method- possible lines of future research (as discussed later in
ology used in this article; (2) analyse the existing the article).
theories about transnationalism, mainly derived from The content analysis of the publications about
debates in the 1990s and early 2000s; (3) discuss the transnationalism on which the research was based was
applicability of these theories to empirical research, divided into three rounds. First, we identified the main
while stressing the need to find criteria and variables scholars (such as Portes, Schiller, and Vertovec) based
that define transnationalism (and what it is not); and on their citation frequencies. Their thinking was
(4) highlight promising novel research directions for scrutinised and the similarities and differences in their
transnationalism studies, such as telecommunications definitions of transnationalism were identified. From a
(ICT/the internet/social media), return migration methodological perspective, it was important to
(aspirations to return and in relation to telecommuni- determine whether scholars of transnationalism used
cations), and the connection between bodies and the qualitative, quantitative, or mixed methods. In addi-
law (the incorporation of the body into transnational tion, we identified the broader geographical focus of
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GeoJournal (2022) 87:603–619 605
the articles and the countries they discussed: Europe, national borders at an ever-accelerating rate’ (Li and
Africa, North America, South America, Asia, and/or Teixeira 2007). On the other hand, transnationalism
Oceania. concerns individuals’ and civil society’s movements
Second, using an abductive method (starting with across borders (Kearney 1995; Peck 2020) and how
our content analysis of the texts and then seeking most increased global connectedness affects those move-
likely characterising keywords for transnationalism), ments. Following this line of thought, in this article we
we identified around 50 keywords relating to the topics concentrate on transnationalism ‘from below’, mostly
discussed in, or absent from, the articles and books in relation to individuals and civil society (see
concerning transnationalism. Among the main key- Table 1) and using Hirst et al.’s definition of civil
words were assimilation, capitalism, citizenship, civil society, which does not include the state (or state-led
society, cosmopolitanism, diaspora, globalisation, organisations), but rather includes ‘individuals, cor-
identity, internationalisation, nationalism, neoliberal- porate bodies, associations, and large and complex
ism, and migration. organisations’ (2001: 107). In general, ‘civil society
Third, we recognised certain main terms relating to … consists of groups, individuals and institutions
the adjective ‘transnational’ in the studied material. which are independent of the state and of state
Common examples of such words were: community, boundaries, but which are, at the same time, preoccu-
organisations, activities/practices, social capital, rela- pied with public affairs’ (Kaldor 1999: 210).
tions, and citizenship, among others. Even though Schiller et al. (1992b) defined transnationalism as
these classifications were present in the databases, ‘the processes by which immigrants build social fields
they were not the key focus of this article, but that link together their country of origin and their
constituted relevant background information and country of settlement’. They continued: ‘transmi-
guided us toward the current and missing debates grants develop and maintain multiple relations—
about transnationalism. familial, economic, social, organisational, religious,
Following these three rounds of analysis of the and political, that span borders. Transmigrants take
articles and books about transnationalism, we identi- actions, make decisions, and feel concerns, and
fied promising novel lines of research, as will be develop identities within social networks that connect
discussed later in the article. These included telecom- them to two or more societies simultaneously’
munications (ICT/the internet/social media), return (Schiller et al. 1992b: 1–2). These definitions high-
migration (aspirations and in relation to telecommu- lighted the relevance of migrants’ agency (Bauböck
nications), as well as the connection between bodies and Faist 2010) in a globalised world, covering many
and law (the incorporation of the body into transna- overlapping economic, social, and political fields and
tional practices and in relation to the law). hinting that transnationalism ‘ontologically’ consists
of relevant dynamic cross-border relationships and
activities, regardless of the type (cultural, social,
Main theories of transnationalism political, economic, etc.) of relationships involved.
This process of meaningful relation-building is not
Transnationalism—definitions and theories static, but is continuously evolving and ‘becoming’,
greatly contributing to the forging of people’s dual or
In the most relevant and recent literature regarding plural identities and sense of belonging.
transnationalism, it was understood as being a com- Not all immigrants, however, become ‘transna-
ponent of globalisation, from which it cannot be tional’, as Portes stressed (2001), so the phenomenon
separated; however, the two terms are not inter- needs to be better defined and narrowed down
changeable. Klingenberg et al. (2020: 2) stated that (Bauböck and Faist, 2010) as ‘a concept that seeks
globalisation refers to all activities spanning social, to cover an excessive range of empirical phenomena
economic, and political fields that ‘cause greater ends up applying to none in particular, thereby losing
interaction and interconnectedness between countries its heuristic value’ (Portes 2001: 182). Nevertheless,
and continents’ (see also Levitt 2001). Indeed, ‘in the since transnationalism remains a broad concept, it is
early 21st century, goods, information, services, challenging trying to tie together the disparate aspects
financial capital and human beings are flowing across of its activities and multidisciplinary dimensions,
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while at the same time establishing clear variables and narrow and broad transnationalism (Itzigsohn et al.
limits. Moreover, cross-border activities have always 1999), based on the degree/intensity and regularity of
existed in history (Foner 1997; Mintz 1998), so their individuals’ transnational activities, as already
role in the context of transnationalism today must also stressed by Portes et al. (1999). Itzigsohn et al.
be highlighted. In this sense, ‘much is distinctive about (1999) distinguished between ‘the degree of institu-
transnationalism today [in the 1990s], not only tionalisation of various practices, the degree of
because earlier patterns have been intensified or involvement of people in the transnational field, and
become more common but because new processes the degree of movement of people within the transna-
and dynamics are involved’ (Foner 1997: 356). This tional geographical space’ (Itzigsohn et al. 1999: 317).
linking of transnationalism to the already-known From these studies, qualitative and quantitative vari-
phenomenon of cross-border activities was not a ables to define transnationalism can be derived.
redundant operation, but allowed researchers to more Vertovec (2003) supported the idea that grassroots
explicitly point out and study ‘transnational’ practices resources and private citizens are regularly involved in
and activities (Portes 2003). In order to narrow down transnational activities. These activities affect peo-
the phenomenon of transnationalism, Portes (2001: ple’s sense of belonging, loyalty, and sense of
185) distinguished four categories of actions carried attachment. They become multi-local: found and
out across national borders: ‘those conducted by retained in more than one locality (Klingenberg
national states; those conducted by formal institutions et al., 2020). Vertovec (2009) claimed that the
that are based in a single country; those conducted by meaning of transnationalism is grounded in six
formal institutions that exist and operate in multiple theoretical premises: social morphology (social net-
countries; those conducted by non-institutional actors works spanning borders), type of consciousness
from civil society’. He called the first two types (multiple identities and sense of belonging), mode of
international; the third type, multinational; and the cultural reproduction (hybridisation of various cultural
fourth type, transnational [for an alternative classifi- phenomena), avenue of capital (activities of transna-
cation of international and multinational see, for tional corporations), site of political engagement
instance, Bauböck (2003)]. Transnational activities (cross-border public participation and political organ-
‘represent goal-oriented initiatives that require coor- isation through technologies), and (re)construction of
dination across national borders by members of civil ‘place’ or locality (creation of new social spaces
society’ (Portes 2001: 186)—thus identifying transna- across countries). Meaningful and constant cross-
tionalism from below. borders relationships and activities connect all these
The majority of scholars have agreed that transna- aspects, which are inherently transformative, relevant,
tionalism is ‘from below’ (Smith and Guarnizo 1998) and widespread enough to bring about societal struc-
and concerns civil society, as well as individuals and tural change. Indeed, they ‘may contribute signifi-
their formal/informal activities: ‘a ‘‘people-led’’ pro- cantly to broadening, deepening or intensifying
cess that exploits the economic and political opportu- conjoined processes of transformation that are already
nities presented by globalisation and challenges the ongoing’ (Vertovec 2009). In this way, ‘transnation-
centralising tendencies of nationalism’ (Al-Ali et al. alism has reconstructed localities, regrouping, as a
2001: 578–579). However, there is also transnation- result of the mobility of both people and ideas, the
alism ‘from above’ (Østergaard-Nielsen 2003) in the practices and meanings derived from multiple geo-
corporate and inter-governmental sectors. Again graphical and historical points of origin’ (Rizvi 2019:
according to Portes, transnationalism ‘ontologically’ 277). This has happened because of the greater
consists of cross-border activities and goal-oriented ‘extensiveness, intensity and velocity of networked
relationships involving individuals, civil society, and flows of information and resources’ (Vertovec 2004:
non-institutional actors (thus restricting the field of 972); thus, being inherently in-becoming, transnation-
research). Moreover, migrants need to regularly alism is transformative, powerful enough to trigger
maintain these ‘transnational’ relationships and activ- societal changes. Recent literature has already high-
ities, otherwise they can no longer be considered lighted that distinctions such as integration versus
transnational (Portes et al. 1999). In this sense, other transnationalism, or transnationals versus non-
scholars have suggested distinguishing between transnationals, should be revisited (Beauchemin and
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GeoJournal (2022) 87:603–619 607
Safi 2020; Faist and Bilecen 2017). It is transnation- is becoming transnational (Beauchemin and Safi
alism itself, and its transformative nature, that chal- 2020). Studies have indicated how the dualism
lenges these dual categories and distinctions, pushing between the country of origin and the host country
forward and challenging their limits and rooting them can be overcome. Transnationalism involves beha-
in the actual practices and activities of cross-border viours aimed at being and becoming cosmopolitan
individuals. (with cosmopolitanism here referring to belonging to
In this sense, individuals’ integration into host one large global community). Migrants in general (not
countries is not necessarily antithetical to transnation- only international migrants), and even non-migrant
alism. Here, we are not referring to the normative and families that have close ties with transnationals, have
political dimension of integration, but rather to the meaningful connections that reach many countries
migrant’s ‘adaptation processes’ (Erdal and Oeppen besides the home country. At least two processes are at
2013: 869) in the host country. These are not fixed work here simultaneously: ‘on the one hand the
processes, but are instead a relentless negotiation, continuing importance of the nation and the emotional
Erdal and Oeppen (2013) continued, between individ- attachments invested in it, and on the other hand those
uals (or groups), whereby ‘a membership’ in a processes, such as cross-border migration, which are
particular place is dynamically agreed, differences transnational in form’ (Westwood and Phizacklea
accepted or rejected, and hybrid identities continu- 2000: 2). Both cross-border migration and emotional
ously redefined. Indeed, in real life, an individual can attachments can involve more than one country and
hold multiple identities across borders (Lucas and lead to individuals’ cosmopolitan ways of living.
Purkayastha 2007), but still be integrated into the host These are further reinforced by ICT, as discussed later
country, which is compatible with integration in the in this article.
form of sociocultural transnationalism: ‘transnational
practices that recreate a sense of community based on Transnationalism—the empirical perspective
cultural understandings of belonging and mutual
obligations’ (Itzigsohn and Saucedo 2002: 767). There Considering the empirical work on transnationalism, a
is also a rejection-based transnationalism (Beau- key issue is how to measure it (Pötzschke 2012); how
chemin and Safi 2020) that is conversely associated to find a threshold to distinguish transnational from
with segregation in the host country, often caused by non-transnational individuals; and whether this still
racism. In this situation, transnational migrants makes sense in the information age, where everything
increase their connections with, and activities in, the is connected. The transnationalism literature has
country of origin, since they feel that that is where they indicated the criteria to be refined in fieldwork that
belong, rather than in the host country. This particular follows a pragmatist approach. As mentioned in the
form of transnationalism takes at least two forms: introduction, deductive theory-driven approaches play
a limited role in this, given the inherently in-becom-
A symbolic one, with migrants retaining an
ing, changing, and transformative nature of transna-
identification with the home country as a reac-
tionalism. Vertovec suggested cross-fertilisation as a
tion to the experience of discrimination and
means to use and mix contributions and methods from
racism; and an economic one, with migrants
various disciplines to analyse transnationalism. Inter-,
investing at origin and so gaining satisfaction
multi-, and trans-disciplinary approaches are crucial.
and prestige in their home society (in contrast to
In this sense, for instance, ‘though not without its
the frustrations encountered at destination)
problems and critics, social network analysis has
(Beauchemin and Safi 2020: 257).
operationalised many terms and concepts that
Rejection-based transnationalism might lead to researchers of transnational social formations would
return migration (discussed later in the article). do well to bear in mind when collecting, analysing and
Regardless of the integration versus segregation describing data’ (Vertovec 2003: 647). These include:
distinction, and the numerous shades in-between them the size of the network and its density, multiplexity
in terms of the identity and sense of place and (the overlapping of institutional spheres), clusters (‘a
belonging of the individuals, the question recently specific area of a wider network with higher density
posed in the academic literature was whether everyone than that of the network as a whole’), the strength (or
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weakness) of ties (Granovetter 1973), durability (how Ciobanu and Ludwig-Dehm (2020) and Wong
long relationships last over time, when they disappear, (2007)—to cite only a couple. The latter’s work relied
etc.), and frequency (the regularity of contact within on a survey which measured transnationalism as a
the network). The use of social network analysis dichotomous variable and as a scale (Wong 2007: 90).
(mapping and measuring relationships and flows As dichotomous variable, those who were not transna-
between people, groups, or organisations) as a way tional had only one (in that case Canadian) citizenship.
to measure transnationalism (in terms of transnational For the scale, three variables were selected: ‘citizen-
fields emerging as social structures) created ‘a family ship status, family in country of birth, and travel back
of indices and strategies to capture and display to country of origin’ (Wong 2007: 91). Active
variation in embeddedness and transnational span’ citizenship was measured as a dichotomous variable
(Molina et al. 2014: 234). Vertovec added: and as two scales. Other variables were: civic partic-
ipation, political participation, a sense of belonging,
Although all of the above terms and concepts
the importance of ethnic/cultural identity to the
define (and may be used to quantify) various
individual, and the individual’s experience of ethnic/
aspects of social ties, it remains clear that such
racial discrimination. However, once again, such
ties are not fixed. As well as being reproduced,
measurement cannot be universal because of differ-
networks are constantly being socially con-
ences between the countries that accept dual or
structed and altered by their members (Vertovec
multiple citizenship.
2003: 647).
It is impossible to report all the multiple facets of
Vertovec’s insistence on the ontologically transient transnationalism in one article, or to list the different
nature of transnationalism is reflected in the fragmen- types of variables that scholars have employed to
tation of the discipline and in scholars’ attempts to measure (and limit) it; however, the main variables
measure transnationalism with different variables and can be classified as the type of actors involved
methods. The Horizon 2020 EUCROSS project, for (organisations or private citizens); the type of activ-
example, defined indicators for measuring transna- ities (sociocultural, economic, political); the degree of
tionalism (cross-border practices, divided into mun- integration/segregation; the degree of cosmopoli-
dane practices and extraordinary practices) based on tanism (whether the actors involved have built mean-
people’s physical mobility, virtual mobility, and ingful connections with more than two countries,
cosmopolitan consumption and competencies. They rather than only with the country of origin and the
added variables relating to transnational background current host country); the degree of emotional belong-
and private networks, such as being born abroad, ing (to what extent the individuals feel that they
having more than one citizenship, having par- belong to one rather than another country); and the
ent(s) who were born abroad, having a partner who degree/intensity of connections with the home (or
was born abroad, or having family members and/or other) country. Here, an additional challenge is posed
friends from abroad. The specific measurement of by the notion of a ‘country’, because the migrants are
‘extraordinary practices’ challenges the concept of the connected only to some people, organisations, and
‘regularity’ of cross-border activities, demonstrating institutions in the country of origin or the destination
the fluidity and the changing nature of the phe- country. Ultimately, countries are socially con-
nomenon; thus, instead of measuring the regularity of structed, imagined communities of which people
such activities and practices, the focus should be on perceive themselves to be part (Anderson 1983).
their intensity and personal relevance, and on the Overall, despite such criteria, researchers may still
impact they have on identity and sense of belonging, define transnationalism differently, according to their
especially in the contemporary information age. specific empirical context and the fieldwork (Table 1).
Other attempts to define transnationalism through a
measure of its elements and variables were made by
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GeoJournal (2022) 87:603–619 609
Transnationalism ‘from ‘Home country policies that channel the transnational Michael Peter Smith, Luis Eduardo
above’ activities of migrants’ (Hourani 2012) Guarnizo, Jose Itzigsohn, Sarah Mahler,
Eva Østergaard-Nielsen
Transnationalism ‘from ‘Migrant practices relating to their country of origin in Michael Peter Smith, Luis Eduardo
below’ economic, cultural and political terms’ (Hourani 2012) Guarnizo, Alejandro Portes
Broad transnationalism ‘Refers to a series of material and symbolic practices in Jose Itzigsohn, Carlos Dore Cabral, Esther
which people engage that involve only sporadic Hernandez Medina, Obed Vazquez
physical movement between the two countries, a low
level of institutionalization, or just occasional personal
involvement, but nevertheless include both countries as
reference points’ (Itzigsohn et al. 1999: 323)
Narrow transnationalism ‘Refers to those people involved in economic, political, Jose Itzigsohn, Carlos Dore Cabral, Esther
social, or cultural practices that involve a regular Hernandez Medina, Obed Vazquez
movement within the geographic transnational field, a
high level of institutionalization, or constant personal
involvement’ (Itzigsohn et al. 1999: 323)
Rejection-based (reactive) Symbolic: ‘Identification with the home country as a Jose Itzigsohn, Silvia Giorguli Saucedo,
transnationalism reaction to the experience of discrimination and Cris Beauchemin, Mirna Safi
racism’;
Economic: Investment ‘at origin and so gaining
satisfaction and prestige in their home society’
(Beauchemin and Safi 2020: 257)
Transnationalism: cross- ‘Multiple ties or interactions linking people or Steven Vertovec, Nina Glick Schiller, Linda
border activities and institutions across the borders of nation-states’ Basch, Cristina Blanc-Szanton
social processes (Vertovec 1999: 447);
‘Emergence of a social process in which migrants
establish social fields that cross
geographic, cultural, and political borders’ (Schiller et al.
1992a)
Transnationalism: ‘Economic initiatives of transnational entrepreneurs who Aleiandro Portes, Luis Eduardo Guarnizo,
economic, sociocultural, mobilize their contacts across borders in search of Patricia Landolt
and political suppliers, capital and markets’;
‘Political activities of party officials, government
functionaries, or community leaders whose main goals
are the achievement of political power and influence in
the sending or receiving countries’;
‘Socio-cultural enterprises oriented towards the
reinforcement of a national identity abroad or the
collective enjoyment of cultural events and goods’
(Portes et al. 1999: 221)
Minor transnationalism ‘Cultural transversalism [that] includes minor cultural Francoise Lionnet, Shu-mei Shih, Alvin
articulations in productive relationship with the major Wong
(in all its possible shapes, forms, and kinds), as well as
minor-to-minor networks that circumvent the major
altogether’ (Lionnet and Shi 2005: 8)
Reverse transnationalism Second generation return to homeland and their links to Russell King, Anastasia Christou, Tracey
the country of birth (King and Christou 2010; Reynolds Reynolds
2011)
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Promising fields in the study of transnationalism inherently transnational (Waldinger 2013). Transna-
tionalism and the consumption of telecommunication
From the analysis of the literature, specific relevant products seem to correlate with a certain set of
lines of research emerged that could be explored in the background variables. Virtual and physical mobilities
future. In the following, we suggest telecommunica- are dependent on the socioeconomic status of people.
tions (ICT/the internet/social media), return migration Digital divides (individuals’ internet access and
(aspirations to return, mainly in relation to telecom- resources, social media, and their impact on these
munications), and the legal aspects of the body in individuals) still exist according to social status,
transnational experiences. These topics—or some gender, and urbanity (Chen 2013), but they are
aspects of them—are under-researched, as evidenced shrinking as mobile phones and internet access are
by our content analysis; thus, while ICT is widely becoming ubiquitous. Wealthy people, those with
discussed in the literature, aspects such as the conse- higher education, the younger generation, employed
quences of ICT on migrants’ mobilities/immobilities men, and people living in urban areas generally have
and its enabling of their simultaneous memberships in better access to, and skills for using, the internet and
multiple social, cultural, and political communities, as social media and have greater financial resources to
well as the creation of multiple identities across facilitate a transnational lifestyle (Recchi and Favell
borders, are worthy of further investigation. Also 2019). According to Recchi and Favell (2019), higher
generally under-researched is how the migrants’ education levels and foreign language skills are more
bodies and movements adapt, in their everyday relevant factors than economic status. Furthermore,
micro-practices, to the overlapping of various (and the younger generation is more familiar with infor-
often contradictory) international and national laws mation technology than older people. Regarding
and regulations and how this is connected to transna- physical mobility and gender differences, women
tional experiences. Finally, in return migration, which more often travel virtually than physically; also having
is generally widely discussed in the academic litera- one non-national parent in a family encourages virtual,
ture, a promising under-researched topic is how return but not physical, mobility.
aspirations are connected and modified by telecom- Even though telecommunications and transnation-
munications, especially by the internet and social alism mutually reinforce each other in various ways,
media usage. and in relation to a wide range of variables, the cause-
As is clear from the above, all these topics partly and-effect relationship between the two phenomena is
overlap and connect with the individual’s imagina- hard to identify. One possibility is to use the concept of
tion—with his/her being part of imagined home and imagination in relation to places and communities to
host communities influenced by the media, social reinforce their connections. The notion of ‘transna-
media, and various online social networks (Kavoura tionalism online’ or ‘digital transnationalism’ [coined
and Borges 2016)—as a transversal driver that is by Starikov et al. (Starikov et al. 2018)] indicates how
highly conducive to transnational behaviours, activi- intersections between the media and transnationalism
ties, and practices. In this sense, imagination ‘connotes can result in a qualitatively new phenomenon (Sun and
various ways of being transnational that as yet have no Sinclair 2016), which has yet to be studied in depth
viable political, economic, and social framework to (Lubbers 2018). They believed that the development
sustain adequately the possibilities they might of online communication channels enables instant,
embrace’ (Hitchcock 2003: 2–3). voluntary, often anonymous, and simultaneous mem-
berships in multiple social, cultural, and political
Telecommunications: ICT/the internet/social communities (Foner 1997); however, unlike tradi-
media tional participation in social group activities, such
involvement is characterised by instability, flexibility,
In the literature on transnationalism, the notions of constant change, and loose ties. This approach
telecommunications and transnationalism have often suggests new research questions relating to changes
been, and still are, tightly connected. Indeed, the goal in belonging to ‘imagined communities’ (Anderson
of telecommunications—to connect individuals over 1983) with the advent of the internet, and, in
distances, regardless of their place or country—is particular, in the notions of national and local, how
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they are affected by the mass-mediated imaginary however, by the 2020s, it has become increasingly
(Pelliccia 2019), and whether and how the role of common to share all kinds of mundane details about
geographical proximity has changed as the crucial one’s everyday life on social media. Sometimes it is
factor in tying communities together. Indeed, the irrelevant whether particular social media group
hybrid augmented reality between physical and digital members live in the same city or in different countries;
spaces is creating cognitive, imagined (but no less nevertheless, the information gaps provide space for
real) travels (Hillmann et al. 2018; Koikkalainen and imagination and preconceptions about life on the other
Kyle 2016), which bring another novel aspect to the sides of borders. Recchi and Favell (2019) argued that
study of digitally-impaired transnationalism. the limitations of virtual relationships may encourage
Overall, telecommunications allow citizens to ‘in- people to aspire to physical mobility. Likewise,
habit trans-spatial and transtemporal imaginaries that intense virtual connections may make migration
dissolve the fixity and boundedness of historical easier, since an individual may move into a locality
nationhood and state territorial imperatives’ (Ong and circumstances with some pre-existing knowledge
and Nonini 2003: 288). The transnational character of and, similarly, occasional visits to a former country of
media products presents both new challenges and origin sustain further virtual communication. Overall,
opportunities (Smith 2003) to nation states. Mediated the research on the complex relationships between
transnational lifestyles may lead to ‘eroding not only virtual and physical mobilities has provided some
the nation state’ but also national identities (Aksoy and understanding of the consequences of physical
Robins 2003); therefore, located in the context of other absence and occasional visits for transnationals and
states, not only one’s own national identity, but also their families, and about the role of imagination in
other’s national identities, are questioned, redefined, these mobilities/immobilities.
and modified (Iwabuchi 2019)—and potentially chal- Nevertheless, the maintenance of transnational
lenged and imagined differently. connections may prevent the establishing of beneficial
The consumption of certain media products, prior networks in a new country of residence. Verdery et al.
to factual migration (including return migration), (2018) suggested that sustaining friendships in the
might lead to aspirations to virtual or even physical country of origin can mean withdrawing from friend-
mobility. Indeed, Portes (2003) claimed that virtual ship networks in the country of residence, potentially
travel and physical mobility are positively correlated. leading to an increasing separation of transnationals
Media can help normally immobile individuals to and their segmented integration into marginalised
cross national boundaries and, thus, visit a ‘‘‘third groups (even though this dualism of integration versus
space’’ of transnational encounters’ (Ong and Nonini transnationalism has been questioned, as we showed in
2003: 309). In summary, media have the potential to the previous section). The longer transnationals live in
sustain various kinds of imagination and, therefore, a new destination, the wider local networks they enjoy
transnational behaviours, at both the national and (Comola and Mendola 2015), regardless of their
global scales. Additionally, in the current era, in which transnational ties, although transnationalism is an in-
social media is increasingly present in people’s becoming phenomenon, so it is not possible to draw
everyday lives, both information and misinformation any generalised conclusions. In this sense, similarly to
(including news and fake news) are distributed rapidly globalisation, its non-linear movement has been
across populations, heavily shaping their imagina- demonstrated, with transnational ties intensifying in
tions, their actions, and their decisions. one period of time and decreasing in another (Jones
Nevertheless, being just a call or a ‘chat’ away does 2019): for certain individuals, transnationalism is a
not always mean being fully informed about, or temporary, rather than a constant, way of living, where
engaged in, transnational activities. Carling (2008) physical and virtual, mobilities and immobilities, are
raised the question of both the connecting and lived as flexible, loose, and non-linear spaces in-
disconnecting effects of telephoning. He noticed that between, and where imagination forms a bridge across
‘even migrants who maintain close contact with their these ‘in-between categories’.
non-migrant relatives and return to their country of In summary, telecommunications and transnation-
origin on a regular basis have limited information alism mutually reinforce each other through various
about the daily lives of non-migrants’ (2008: 1463); products, practices, and imaginations. Virtual mobility
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612 GeoJournal (2022) 87:603–619
and physical mobility are characterised by strong move, but rather as a crucial part of the fragmented
interdependence and tend to sustain each other. Future journeys of transnationals (Carling and Erdal 2014;
research could therefore focus on how mobility and Iaria 2014). Transnationalism and return migration are
immobility are connected (Ehrkamp 2019) via indi- embedded in personal ties that introduce emotions,
viduals’ simultaneous virtual memberships in multiple beliefs, and imagination into the debates. Return visits
social, cultural, and political communities, and how an also proved to be connected with citizenship, belong-
individual’s visits to a country of origin may lose their ing, and transnational identity negotiation for migrants
significance as a necessary prerequisite for knowing (Carling and Erdal 2014; De Bree et al. 2010; Duval
what is going on in that country. The majority of 2004). Scholars identified the importance of temporal
empirical studies about transnationalism have focused and spatial dimensions in these practices (Carling and
on Europe, North America, and specific places in Asia. Erdal 2014): indeed, transnational practices, and
More analyses are needed relating to other contexts return aspirations, can significantly change over time.
that have recently experienced a wider distribution of Moreover, the geographical proximity between the
mobile phones and internet access, such as Africa. country of origin and that of current residence
Another important topic to address is the use of the influences the frequency of visits and even commu-
internet and social media among forcedly displaced nication, thus having an impact on the transnational
people who are obliged to cross national borders and to lives of migrants (Iaria 2014). The frequency of visits
live a contingent transnationalism (Merisalo and and communication also, obviously, has an impact on
Jauhiainen 2019, 2020). Given the importance of both the former home community and the current host
online social networks, there is a need to study how community (which has become, or might become,
relevant to the study of transnationalism is a clear one’s home community).
distinction between mobility and immobility, or even Nevertheless, the cause-and-effect relationship
between the physical and virtual, as has been discussed between transnationalism and return migration
in post-migration studies (Moret 2016; Yoon 2016). remains hard to detect. Some quantitative studies have
shown that transnational practices form a necessary
Return migration basis for return migration; for instance, Carling and
Pettersen (2014) demonstrated that developed transna-
The connection between transnationalism and return tional practices resulted in the higher return aspira-
migration (aspiration) is an increasingly relevant topic tions of immigrants. However, visits to a former home
(Carling and Erdal 2014; Carling and Pettersen 2014; country may help to prevent the romanticising of one’s
De Haas and Fokkema 2011; Guarnizo 1997; Horst homeland; for example, Chang et al. (2017) claimed
2007), specifically in relation to imagination and that trips to a country of origin reconfirmed the
telecommunications. As previously mentioned, in rightfulness of the decisions some Koreans made to
transnationalism, connections with the country of immigrate to New Zealand and reinforced their
origin are not constantly maintained (transnationalism attachment to the host country.
per se is not linear, but rather a fluctuating, in- Reasons for returning might stem from the pre-
becoming process), but often change over time; hence, return transnational practices of migrants. Supporting
a migrant may not remain transnational forever. social and personal connections, making investments
Nevertheless, transnational connections with the in the infrastructure of the former home location, or
country of origin might be strong enough to shape sending remittances home gives returnees visibility
the aspirations, motivations, imaginations, and actions back in the former home country and among related
of transnationals. In this sense, the connections may communities, creates high social status, and assists in
even induce a return to the country of origin (Carling future reintegration. Lietaert et al. (2017) specified
and Erdal 2014) or, at least, be relevant enough for a that remittances may act as a strategic investment,
migrant to become aware of what kind of context he/ aimed at improving living conditions in a place where
she might be returning to in the country of origin, or to a migrant plans to settle in the future. It is common for
decide not to return there. migrants who aspire to return to use remittances to
In the literature about transnationalism, return has build a house or purchase another property in their
been conceptualised, not necessarily as a permanent former country of origin; for instance, in Dakar,
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Senegal, ‘the majority of building projects are initiated their ancestral homelands, but who were not born or
and sustained by transnational migrants who send never resided there (King and Christou 2010).
money to families, business partners, and contractors Living across borders and having hybrid identities,
in the city’ (Melly 2010: 39). Based on the case of transnationals often feel that they do not fully belong
Italians in Switzerland, Wessendorf (2007: 1090) anywhere. Tsuda (2013: 184) assumed that ‘it is also
claimed that ‘owning property in Italy not only possible that ethnic return migrants who suffer con-
legitimised the return as a strategically possible, final siderable exclusion and discrimination in both their
conclusion of the migration plan, but it also provided a countries of birth and their ethnic homelands may
symbolic site for the (re)united family and an invest- adopt non-nationalist, diasporic ethnic identities that
ment that linked the future generations to the country are not based on loyalty to either nation-state’. As a
of origin’. Moreover, involvement in the activities of result of unsuccessful returns, as well as weak
transnational companies facilitates the easy mobility integration into a host state, transnational conscious-
of individuals between their former homes and current ness might be developed (Vertovec 1999: 450), and
host states (King and Christou 2014; Kunuroglu et al. this consciousness might be grounded, not only in the
2018). The transnationality of households with, as a complex emotional and imaginary lives of transna-
rule, one family member abroad proved to be a tionals, but also in physical ones; for instance,
temporary strategy and resulted in the ultimate return constantly moving across borders, migrants ‘access
of the breadwinner (Kunuroglu et al. 2018); further- the best of both worlds’—the best products, the most
more, the transnational family might use the return as a convenient services, or the cheapest human labour
punishment, education, or rehabilitation of their (Horst 2007). Transnational mobility can thus be
children (Bolognani 2007). Regarding emotional conceived as a strategy of individuals to enhance
connections, often biased information about life in benefits and increase resilience, although continuous
the country of origin, received via different commu- commuting can be a time-consuming and tiring
nication channels such as TV and social media, may experience.
trigger an idealisation of the homeland. This imagi- A future promising line of research is to what extent
nary homeland often results in nostalgia, homesick- the aspiration to return is conditioned by telecommu-
ness, a ‘myth of return’ or ‘dream of return’, with nications, in terms of the internet and social media
moving back perceived as highly desirable, but rarely usage. Telecommunications facilitate transnational
implemented (King and Christou 2014; Kunuroglu individuals’ everyday contact with the country of
et al. 2018; Wessendorf 2007). As Bolognani (2007: origin, so it is important to study what kind of content
65) stated: ‘[the] imaginary homeland is the antidote to (formal institutional, informal friendship-based, or
frustration: if things are not good here for younger various truthful and fake news groups) influences the
transnationals, they need to believe that elsewhere return migration aspirations and the actual return
there is a place where working towards personal well- migration of transnationals. It should also be taken
being is possible’. into account that not all people can return, even if they
In addition to the pre-return migration phase, would like to; for example, many forcedly displaced
transnationalism has also been discussed in relation people, or those whose country of origin is suffering
to a post-return phase. The so-called ‘reverse transna- economic hardship. In these cases, ‘protracted’
tionalism’ of returnees, sustaining connections with a transnationalism as a continuous imaginary return
host state after returning to a country of origin, proved can be an important element shaping an individual’s
to be crucial for migrants’ well-being and financial identity; however, while such an identity prevents an
status (Carling and Erdal 2014; De Bree et al. 2010); individual’s (forced or voluntary) assimilation into the
thus, returning does not put an end to transnational host country, it also creates challenges for his/her
practices and mobility and migrants may still follow potential reintegration into the home country. The
their pre-return trajectories, utilising their social and successful and failed reintegrations of returned
professional networks (Iaria 2014). Furthermore, transnationals, and their overall impact on the society
reverse transnational practices are especially common of the former country of origin, remain important
among second-generation migrants, who ‘return’ to topics to be investigated.
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614 GeoJournal (2022) 87:603–619
The body and the law materially made. Some bodies succeed in the negoti-
ation and manage to move-in-space in the way that the
Gender-related and feminist literature on transnation- written and non-written rules of the new country
alism is extensive (to cite but a few: Gamburd 2000; indicate; some do not, with material consequences for
Kea 2020; Lionnet and Shi 2005; Sahoo and how they come to terms with themselves and their
Purkayastha 2020; Salih 2003; Wong 2020). A transnational conditions, build their own social net-
promising line of research based on this literature is works, integrate successfully (or not), and deal with
to further explore the relationship between transna- the bureaucratic procedures required by states. Of
tionalism, the body, and the law. The strand of thought particular interest as a sub-topic here are the bodies of
relating to body politics (and even biopolitics) has migrant mothers, who leave their own families to look
already shown how society greatly influences the body after the children of full-time working women in
and its movements. Moreover, bringing attention back industrialised Western countries, as well as ‘in the
to the body in the field of transnationalism studies middle and upper class households of Asia …, the
would foster understanding of ‘three crucial aspects of Middle East …, and Central and Latin America’ (Lutz
the incorporation process: identity formation, eco- and Palenga-Möllenbeck 2015: 140). This is an
nomic mobility, and transnational practices’ (Brown example of the so-called circulation of care, which
2016: 14). accounts for the increased demand for caregivers and,
In particular, more attention should be paid to the consequently, the ‘increasing feminisation of migra-
effect of the law and legal practices on the everyday tion worldwide’ (Lutz 2018: 578). When women leave
lives (including the bodies’ movements and choices) their own children (who are looked after by other
of transnational migrants. The focus should be on the members of the family) to find jobs as carers for other
connections between the everyday micro-practices of children elsewhere, the reunification of transnational
adaptation and the (often contrasting) legal require- families may happen, but is likely to be hard to
ments of the countries with which the transnational achieve: indeed, ‘live-in caregivers in particular are
migrants are connected. In migration studies, the new obliged to cohabitate with their employer, and cannot
materialism focuses, among other topics, on the run a separate household with their families’ (Lutz
definition of the identity of migrants as never fully 2018: 580). How do the bodies of these mothers
completed bodies: beings always in-becoming, whose change when adapting to (and adopting) the laws and
‘borders’ are always challenged in, through, and by regulations of different countries—and what are the
interactions with other bodies-in-space (Papadopoulos consequences for the children who are left behind?
and Tsianos 2008) and with the law. Transnationalism Specifically in connection with ICT, how does the
studies could be conducted to discover how transna- physical absence of mothers from the family of origin
tionals imagine their bodies across borders, the affect their relationships with their children—and to
belongingness of such imagined bodies to specific what extent it is possible to compensate for the ‘absent
countries, and the (potential) differences between the body’ by using computer-mediated communication?
imagined transnational bodies and the bodies incor- Baldassar and Merla recognised that this subject
porated into everyday micro-activities and legal deserves further investigation:
frameworks in host countries (Choo 2006). Brown
The fact that migrants can, to various degrees,
(2016) highlighted how even withdrawing money
maintain a (sometimes daily) virtual presence in
from an ATM in a new host country requires that the
the life of their families via the use of commu-
person re-educate his/her body to micro-movements to
nication technologies … is both underexplored
which he/she is unaccustomed. The re-education of the
and undervalued, as are the visits home to attend
body is an everyday micro-activity ultimately aimed
family events such as weddings … or for caring
towards integration, so as not to be pointed at as ‘the
purposes (2014: 28).
different’ or the ‘foreigner’. In general, this involves
the need to negotiate the everyday in the new spatio- In general, ‘critical feminist care research today is
legal environment of the new country, albeit with an concerned with the empirical investigation of how
underpinning spatio-legal layer inherited from the care work is shaped by moral norms and power
home country, of which the body of a transnational is structures’ (Lutz and Palenga-Möllenbeck 2015: 144),
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Required reading 5.
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INTRODUCTION
The association between marriage and migration has been documented across both space and
time. Historians and anthropologists have written about marriage migration as a dimension of so-
cial life in early modern and modern Europe (Kertzer & Hogan 1989, Moch 1992, Netting 1981)
and in colonial America (Adams & Kasakoff 1980, Norton 1973). They have analyzed the impacts
of emigration on the marriage market—excluding individuals from marriage altogether, elevating
ages at marriage, or increasing the number of out-of-wedlock births (Brettell 1986, Guinnane
1997, Rogers 1991, Scheper-Hughes 1979). Some scholars have documented the transportation
of marriage practices (e.g., consanguineous or sororate marriages, sister exchange) across borders
(Baykara-Krumme 2016, Brettell 2015, Reid 1988), whereas others have described a nineteenth-
century “international marriage market” that included arranged unions or third-party matchmak-
ing among first-generation immigrants in the United States (Sinke 1999). Historians of twentieth-
century US immigration have provided accounts of Japanese “picture brides” (Tanaka 2004) and
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post–World War II “war brides” (Zeiger 2010). Finally, scholars working on both colonial and
postcolonial Africa have discussed migration that is undertaken to amass funds for bridewealth
payments or other projects in village communities (Frost 1999, Rasmussen 2002, Tazanu 2012).
Despite this deep, diverse, and global history, in much contemporary research on migration,
labor mobility often takes precedence over mobility in association with marriage and family forma-
tion, and this is true despite immigration policies that are often built around family reunification
(Lee 2013). As Piper & Roces (2003a) observe, some of this bias is because economic models tend
to dominate migration theory. However, as more sociologists and anthropologists have weighed
in, and in association with the proliferation of research on the gendered dimensions of migration
in particular, the scholarship on marriage-related movements, in both national and transnational
spaces, has expanded significantly (Constable 2005, Palriwala & Uberoi 2008, Williams 2010).
Drawing on literature across a range of disciplines, this article reviews the substantive dimensions
and theoretical debates at the intersections of research on marriage and migration. It is divided
into three sections, focusing first on brides and grooms, then on husbands and wives, and finally
on fathers, mothers, and the tasks of parenting.
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notions of kinship, particularly as these are defined by a French state suspicious of marriage
fraud.
If Europe offers one context where foreign-born women migrate to rural areas to marry native-
born men, Asia is another, and there the research is extensive (Constable 2005, Fan & Huang 1998,
Freeman 2011, Lee 2012, Yang & Lu 2010). Faier (2007) discusses Filipina women who have mar-
ried men who live in rural Japan. Many of these women came to Japan as labor migrants to work in
hostess bars (under a six-month entertainment visa) but who subsequently choose to marry to stabi-
lize their status in Japan (through a spousal visa). Addressing how and why these women assert their
love for husbands whom they first met while employed as hostesses, Faier describes their marriages
as part of a process of “global self-making” (p. 149). She argues that through love Filipina migrant
women are managing both “the perils and promises of their transnational encounters . . . [and]
claiming a sense of humanity, countering the stigma associated with their work in bars, and ar-
ticulating a sense of themselves as cosmopolitan, modern, and moral women who possessed an
emotional interiority” (p. 149). Furthermore, the love they profess for their husbands is extended
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to the love for family left behind whom they continue to support financially through remittances.
Bride-deficit marriage-related migration can also occur within national borders. In the Indian
state of Uttar Pradesh, marriages cross caste, linguistic, and state boundaries (Kaur 2012). Men are
often unable to find local wives because they are landless, are older, have a damaged reputation, or
were previously married. Furthermore, a shortage of brides has come about because of the low sex
ratios associated with a preference for sons and the use of new reproductive technologies to select
the sex of offspring; these factors are also characteristic of some parts of rural China in association
with the one-child family policy. Marriages are sometimes contracted across distances of more
than 1,000 km, moving women from areas with better sex ratios (particularly West Bengal) to
marry men in Uttar Pradesh who have fewer prospects for finding local brides. For the bride’s
parents, these long-distance marriages are a viable option when they cannot afford a dowry, if they
need money, or if a daughter is too old, is not attractive, or has been married before. Kaur (2012)
found that most of these marriages were arranged by local men in Uttar Pradesh who had Bengali
wives themselves and that these marriages tended to be more successful than marriages that were
transacted with Bangladeshi wives who had to cross a national border and found themselves in
more unfamiliar surroundings and hence felt more vulnerable.
A variant of these regional demographic imbalances that result in migration-related marriage
is offered by Thai’s (2005, 2008) research on Vietnamese transnational marriages. He describes
a research population where 80% of the grooms were US-based low-wage earners and almost
70% of the brides were college-educated residents of Vietnam. Such marriages alleviate a “double
marriage squeeze,” that is, where there are insufficient numbers of men in Vietnam and insufficient
numbers of women in the United States. Thai describes one form of what is referred to in the
literature as spatial hypergamy, whereby marrying a migrant is perceived to or actually does
result in an improvement in social status for individual migrant brides or grooms as well as for
their families (Constable 2009, Kalpagam 2008, Kim 2010, Oxfeld 2005). Spatial hypergamy
takes on intriguing dimensions in the Chinese context, in particular where it is limited by the
household registration (hukou) system, which makes rural brides unattractive to urban husbands
(because registration passes through the mother). Nevertheless, migration itself has expanded the
geographic scope of the marriage market for rural women, not only village-to-village or county-
to-county moves but also interprovincial long-distance moves (Fan & Li 2002). Women from
poor villages will often accept a husband without stellar personal attributes if he comes from a
more prosperous region, whereas men are looking for attractive and hard-working brides.
Many migration-related marriages are commercially mediated by a paid go-between who
makes the connections and often arranges the journey (Chaudhry & Mohan 2011). This marriage
brokerage system has recently assumed greater importance across Asia, sometimes with brokers
themselves working to motivate potential brides or grooms to participate in the national or inter-
national marriage market (Davin 2007, Lu 2005, Nakamatsu 2003, Wang & Chang 2002). Are
brides in particular commodified and/or trafficked in relation to such marriages? Several authors in
Constable’s (2005) edited volume debate this question as they explore the impact of economics,
familial obligations, gender and sexuality, personal motives, and imaginings about tradition and
modernity, as well as regional, national, global and transnational processes on cross-border mar-
riage migrations throughout Asia.
The potential commodification of brides is also central to analyses of mail-order brides ( Jackson
2002, 2007). Filipinas actively participate in the mail-order bride industry because it gives them
access to income from husbands or from a side job; some of these funds can be sent home to support
family members. However, Filipinas are also “objects and subjects of capital flow in an increas-
ingly complex configuration of transnational capitalism between the US and Asia” (Mahalingam
& Leu 2005, p. 852). Kojima (2001), based on research in Japan, argues that the mail-order bride
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system has developed in response to women’s resistance; these brides “are substitutes for women
in industrialized countries who resist conventional forms of marriage based on the ideology of
oppressive domesticity” (p. 204). Furthermore, the flow of “reproductive migrant workers under
the conjugal contract” occurs with the complicity of the state (pp. 204, 208). It has also been en-
hanced by the Internet, which has reconfigured cross-border marriage migration (Constable 2003,
Johnson 2007, Johnson-Hanks 2007) and contributed to rising concerns about “bride trafficking”
( Johnson 2007), the potential for domestic violence (Menjı́var & Salcido 2002), and the persistence
of transnational stereotypes and economic inequalities (Chun 1996). Consequently, legal scholars
have argued for better regulation of the mail-order bride business, including placing restrictions
on its exploitative dimensions (Lloyd 2000, Narayan 1995). Despite these critiques, we must also
pay heed to Constable’s (2003) cautionary observations. She questions terms such as “global hy-
pergamy,” “trafficking,” and “mail-order marriages” because they imply “a unidirectional flow of
bodies and ideas across borders” (p. 12). Instead, she prefers a perspective that steers away from
opposing love and opportunism and that carefully assesses women’s agency as well as broader
gendered geographies of power and inequality. Constable (2003) argues that women and men
involved in these marriages often exercise “informed and logical” (p. 6) choices when they decide
with whom to correspond and whom to meet and perhaps marry. Furthermore, their circum-
stances, experiences, and motivations vary greatly, and these should be taken into account as we
attempt to understand why men and women seek, through the Internet, to find marriage partners
abroad. The men and women engaged in these relationships operate “within a particular historical
and global context as people who both exert power and are subject to it” (Constable 2003, p. 9).
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Canada (Mooney 2006). These unions help to reinforce family assets, family honor, and religious
and cultural practices and observances. They also draw attention to gendered and intergenerational
power differentials within immigrant transnational families as well as to the characterization of
such marriages by host societies. The respondents in Schmidt’s (2011) study of second-generation
Turks and Pakistanis in Denmark insisted that their arranged marriages are “based on individual
priorities and free will” (p. 268) and expressed regret about national discourses that generally
portray them in a negative light.
Shaw (2001) describes several forms of arranged marriages among Pakistani families in Britain.
Some are conventionally arranged, whereby the parents or guardians of the couple make the major
decisions. Included in this group are shot-gun marriages, which are arranged quickly, and often
with close kin, to prevent what is considered a potentially shameful liaison. There are also marriages
that seem conventionally arranged but, in fact, the bride and/or groom can influence the decision
or may have steered it themselves. Young Pakistanis, according to Shaw (2001), describe these as
“arranged love marriages” (pp. 323–24); they are becoming increasingly frequent. Finally, there
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are “true love” marriages, which are often in direct defiance of parental plans. These are rare, and
sometimes they can become arranged love marriages. In other research, and in association with an
elucidation of the concept of rishta (meaning match, proposal, or connection), Shaw & Charsley
(2006) emphasize the emotional ties of kinship that characterize transnational consanguineous
marriages, that is, the “positive sentiment of affection, in relationships between siblings, between
parents and children, and also between prospective spouses” (p. 406).
Although most arranged marriages that are mediated by migration involve foreign brides, there
are some examples of foreign husbands. Based on fieldwork among Punjabi families in Bristol (in
the United Kingdom) as well as in the Punjab region of Pakistan, Charsley (2005) focuses on the
challenges—social, cultural, and economic—that migrant husbands confront as the house son-in-
law. This situation rarely occurs in the home country where it is generally a woman who moves,
after marriage, into the household of her in-laws. A migrant husband has little kin support and is
confronted with power relations within the household, which he may find frustrating. The end
result is often violence, desertion, or the taking of a second wife.
Arranged marriages or attempts to arrange marriages can sometimes have adverse results,
including honor-based violence, which may occur when a second-generation daughter challenges
traditional marriage practices as well as other norms that regulate her life (Akpinar 2003, Korteweg
2012). One of the most poignant and intellectually difficult discussions of honor-based violence
is found in Wikan’s (2008) In Honor of Fadime, a book that raises important questions about
the responsibilities and responses of the host country and its institutions in intervening in these
situations. As does the book Generous Betrayal (Wikan 2002), In Honor of Fadime challenges policies
of multiculturalism and a stance of cultural relativism, which have often resulted in inaction (see
also Ewing 2006, Meetoo & Mirza 2007). Wikan’s position is certainly not without its critics
(see, for example, Razack 2004). Some scholars argue against an emphasis on gender equality that
creates distinct boundaries between the majority society and immigrant communities, and they
propose instead an intersectional approach that considers “the contexts of migration, including
the receiving country’s culture and politics and the ongoing racialization of Muslims in the West”
(Yurdakul & Korteweg 2013, p. 205). Such an approach would recognize changing gender relations
not only within the majority society but also within Muslim immigrant communities, “while being
attentive to other categories of difference at play” (p. 212). These arguments are equally relevant
to debates about female circumcision (closely associated with cultural ideas about marriageability)
within host societies for immigrants (Dawson et al. 2015, Johansen 2006, Thierfelder et al. 2005,
Walley 1997) as well as to discussions of polygamous marriages among sub-Saharan Muslims in the
United Kingdom and France (Charsley & Liversage 2013, Sargent 2011, Sargent & Cordell 2003).
(if not more) green cards were issued to spouses of American citizens than were issued to immi-
grants wanting to enter under one of the employment-based categories (see http://www.dhs.gov/
yearbook-immigration-statistics). The United States Citizenship and Immigration Services has
estimated that between 20% and 33% of marriages between US citizens and immigrants are
fraudulent—an estimate that has certainly been contested. There are, of course, barriers in place
to make marriage as a path to legal immigration difficult. In 1986, the United States passed mar-
riage fraud amendments to the Immigration Act of 1965. Penalties for those who were involved in
sham marriages were increased and a two-year provisional green card was created for immigrant
spouses of citizens and permanent residents. However, these regulations have often left women
in a vulnerable position, totally dependent on the goodwill of husbands. Often the two-year con-
ditional status extended to four or more years owing to backlogs and delays in visa processing,
serving to increase the precarity and vulnerability of their situation (Menjı́var & Salcido 2013).
Narayan (1995) has observed that “since citizens and LPRs are not obliged to secure either condi-
tional or permanent resident status for a foreign spouse, many immigrant women may have their
legal right to remain in the country permanently dependent on the survival of their marriage” (p.
111, emphasis in original).
Suspicions regarding the legitimacy of cross-border marriages are also prevalent in the United
Kingdom. The Primary Purpose Rule, in effect from 1985 to 1997, required would-be spousal
migrants to demonstrate that the primary purpose of the marriage was not immigration. This was
viewed to specifically target South Asian arranged transnational marriages, where it was difficult
to demonstrate a long-standing romantic relationship (Menski 1999). In the early 1990s, Asian
men were refused entrance into Britain at a high rate because they were suspected of arranging
marriages of convenience simply to enter the country (Lutz 1997, p. 103). The policy was eventually
abandoned on the grounds that it was arbitrary and unfair, had penalized genuine cases and divided
families, and was generally ineffective. But the United Kingdom is not alone in Europe in its
position of “moral gate-keeping” and exclusion in relation to transnationally arranged marriages
(Wray 2006). Other countries have placed minimum lengths of time on marriages before an
application for family reunification could be filed. Thus, as in the United States, suspicion of
fraudulent marriages often guides evaluations of family reunification petitions, particularly when
men are applying to join a wife already in the country of immigration. There is an inherent
gendered bias in which marriages are more subject to suspicion of fraud and hence more scrutiny,
which is rooted in the idea that men should be the primary immigrants.
An interesting twist on this topic is offered by Pellander (2015; see also Leinonen & Pellander
2014), who studied how bureaucrats in the Finnish immigration administration, as well as local
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police, handled residence permit applications based on marriage. In Finland, suspicion of marriages
of convenience has resulted in a number of moral regulations about what constitutes a good or
acceptable marriage—factors such as having spent sufficient time together before and after the
marriage, whether there are conflicting statements about one another or the marriage or monetary
transactions in association with the marriage, sharing the same address, and whether there is a
common language. Pellander argues that these regulations give Finnish bureaucrats interpretive
leeway. On the one hand, marriages were constantly evaluated within a framework that protected
presumably vulnerable women who may have been forced into a marriage or entered into it naively.
On the other hand, if the couple came from a place where paying money upon marriage is a part
of local culture, they could not be excluded on this basis. And finally, given the time that it takes
for the wheels of bureaucracy to turn, it is possible that “what officers deem to be a marriage of
convenience at one point in time can turn into a marriage that qualifies for immigration at a later
point. The contrary is also true: a marriage that officers assess favorably can be labeled a fraud
after some time has passed” (Pellander 2015, p. 11).
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More generally, Eggebø (2013) has observed that the legislation put into effect to try to reg-
ulate marriages of convenience inquires into and makes assumptions about true marital intimacy.
D’Aoust (2013) deploys the concept of “technologies of love” (p. 259) to describe the intersec-
tion between governmentality and marriage-related migrations. These technologies of love, as
“modes of subjectification and governing practice . . . [that] connect intimacy with citizenship in
unexpected ways” are key to the “identification, testing, and assessment procedures of a couple’s
right to belong” (pp. 259, 260). All these authors offer us examples of the imbrication of migration
and conjugal relations, but there are many others.
Dominican women who notice that when migrant couples return to visit they appear to make more
decisions together and the husband is more respectful of his wife. They want similar relationships
for themselves.
By contrast, based on research on the impact of migration on conjugal expectations in rural
Bangladesh, Rao (2012) challenges the utility of emphasizing dichotomous ideas about autonomy
and dependence or domination and subordination, arguing instead that analysis should be focused
on notions of mutuality and emotional interdependence within clearly gender-demarcated do-
mains. After marriage, Bangladeshi wives live with in-laws and remain under their supervision,
while husbands work abroad. The primary conjugal expectation for men is provisioning and eco-
nomic success, whereas that for women is the successful and careful performance of familial and
mothering responsibilities. The result, Rao argues, is the strengthening of the institution of mar-
riage and the increasing conformity to cultural ideals of male providers and dependent spouses.
Although girls’ education has surpassed that of boys, “rather than translating into greater voice
within marriage, the desire for social mobility and status gains has meant both an increase in
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dowries and the restriction of women’s mobility and autonomous activity” (p. 37).
In a somewhat different vein, Kwon (2015) offers an analysis of the “work of waiting” in the
context of Korean Chinese transnational labor migration to South Korea. She writes about the
women who wait for the return of a husband who is abroad. Waiting, Kwon argues, is a form of
unpaid “affective work” (p. 480) that not only binds separated family members, but also generates
a financial safety net. It is an act of love but also labor because it requires managing remittances.
Waiting enables mobility and is an important part of the marriage partnership.
Many husbands and wives are separated by migration, but increasingly more couples are living
together as immigrants, sometimes in so-called “mixed-status” families (Fix & Zimmerman 2001).
One of the driving questions in the body of literature about these immigrant families, and one that
is much debated, is whether migration, and particularly employment, is a source of empowerment
for immigrant wives (George 2005, Lim 1997, Mahdi 1999, Zentgraf 2002). In engaging this
question, Barajas & Ramirez (2007) criticize a simplistic “home–host” dichotomy that constructs
the sending society as a site of patriarchal oppression and the host society as the locus of greater
equality and freedom from patriarchy. Their study of Mexican couples in Mexico and the United
States reveals that while Mexican women in the United States report more extensive familial
authority and equality in decision making than do their counterparts in Michoacán, Mexico, they
also report greater burdens associated with waged work and household chores. Thus, neither
migration, nor employment, nor women’s greater authority within the home have altered the
traditional division of labor for Mexican immigrant wives in the United States; in fact, they
experience a greater “double burden” than do their counterparts in Mexico for whom work and
domestic spaces are integrated.
A different analysis is offered by Ong and colleagues (1996). Ong writes about Cambodian
refugee wives who lose respect for husbands who are unable to make a living and who refuse to
share in child care at home. Men also feel this loss of value. They are suspicious of a welfare system
that provides women with material support and hence a stronger bargaining position vis-à-vis
their husbands than previously experienced. This imbalance creates conjugal tensions, something
equally noted by Abdi (2014) in research among more recent refugees from Somalia who are
living in Minnesota. Somalian men feel emasculated by the precarity of their own employment, by
the paycheck that their wives may bring in, and/or by public assistance programs directed toward
women and children, which they view as a “symbolic menace” (p. 469). All these factors undermine
the economic and cultural foundations of men’s domestic authority.
The tensions and conflicts within immigrant families, which devolve from transgressions or per-
ceived transgressions of gender ideologies, can increase the potential for domestic violence within
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immigrant families (Abraham 2000, Argüelles & Rivero 1993, Mehrotra 1999, Sterett 1997).
Akpinar (2003, pp. 428, 435) argues that the immigrant context enhances the role of women as
bearers of group identity and that abuse emerges when women violate ideas of acceptable feminin-
ity by becoming wage earners. Immigrant men who feel that they are marginalized, discriminated
against, or stigmatized (Ewing 2008) may turn inward and exert patriarchal control over women
(wives and daughters) because this domain is something they can still control. Powerlessness in
the public sphere generates a desire to exercise more power in the domestic sphere.
Undocumented wives live in an especially difficult situation of insecurity that can sometimes
make them objects of verbal and physical abuse (Bhattacharjee 2006, Salcido & Adleman 2004).
Without papers and with limited host-language skills, they are often isolated within their homes
and dependent on a spouse or children. Their employment status is frequently unstable, and they
have few opportunities for alternative living situations. Hence they are reluctant to leave an abuser,
and in many cases their own cultural background discourages them from doing so (Menjı́var &
Salcido 2002). Finally, their legal status makes them fearful of contacting authorities for assistance
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or filing a complaint. An abusive husband can threaten his wife with deportation and, hence,
separation from her US-born children if she transgresses him.
Some scholars have investigated the issue of sexual abuse, including marital rape, the manip-
ulation of reproductive rights, and bride burning within immigrant families (Singh & Unnithan
1999). Writing about South Asians, Abraham (1999, pp. 604–5) argues that in the immigrant con-
text the interplay between culturally sanctioned sexual rights to a woman’s body, combined with
discrimination based on the ethnic, class, cultural, and structural location of immigrant families
(and often the downward mobility experienced by men in particular), may exacerbate sexual abuse.
It is further exacerbated by a perception of American society as sexually permissive and the desire
of South Asian men to have as much control as they can over their wives’ sexuality.
Alongside the extensive literature on domestic violence within immigrant families, there is also
a newly emerging body of literature that focuses instead on enhanced intimacy and new forms
of partnership that have developed between couples in the aftermath of migration (Constable
2003, Faier 2007, Gonzalez-Lopez 2005, Walsh 2009), leading Mai & King (2009) to call for
an “emotional turn” in migration and mobility studies, which would place love and affect at the
center of analyses of migration decision making and behavior. The pioneering work in this area
was carried out by Hirsch (2003), who, in her study of Mexican families abroad and at home,
discusses a generational shift from heterosexual relationships that are based on respect (respeto) to
those based on trust (confianza) and explores how this shift impacts courtship, marriage, sexuality,
and fertility. She describes “companionate marriages” (characterized by a high degree of sexual
intimacy and intense psychological companionship) among not only migrant families in Atlanta
but also families in Jalisco and Michoacán, Mexico. She rejects the facile assumption of there (i.e.,
Mexico) as traditional and here (i.e., the United States) as modern. What is different is the greater
ability among Mexican women in Atlanta to negotiate these changes within the family, on the basis
of the economic opportunities available to them as well as the legal and institutional protections that
characterize the US context. Hirsch (2003) emphasizes that even though a companionate marriage
may offer a woman more emotional satisfaction, it may also be more fragile; she therefore argues
that “equal access to intimate companionship is not the same as equal access to power” (p. 156).
has been defined as the “circuits of affection, caring, and financial support [on the part of mothers]
that transcend national borders” (Hondagneu-Sotelo & Avila 1997, p. 550). Migrant women who
migrate to a distant place in search of work often leave their children with surrogate caregivers,
usually a relative and often their own mothers. To accommodate the decision to live and work
apart from their children, transnational mothers rescript what it means to be a good mother by
including the role of breadwinner. These mothers often “juxtapose traditional ideas of physical
and emotional nurturing with realities of nurturing from outside of their own domestic sphere,
providing physical support that comes from remittances and emotional help through technological
mediums such as the internet or over the phone” (Millman 2013, p. 77).
The research on transnational motherhood is extensive and global, documenting emotional
responses of guilt, regret, sadness, and incompleteness that impact not only their relationships
with their children but also their relationships with their spouses. Ecuadorian immigrant women
working in Italy describe a form of “double living” whereby their bodies are in Italy but their hearts
and souls are in Ecuador (Boccagni 2012, p. 266). This “embodied distress” is also manifest in the
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intersubjective negotiations that occur between Salvadoran mothers working in the United States
and their children who remain behind in El Salvador (Horton 2009). Transnational mothers
express a profound sense of “moral failure” (Horton 2009, p. 30) because they are unable to
continue as physical caretakers for their children while securing the financial and physical well-
being of their children by working abroad. “As children challenge their mothers’ absence, mothers
attempt to situate their migration in a context of continuing love” (Horton 2009, pp. 30, 33). This
love is often expressed in the form of things (e.g., TV sets, freezers, brand-name clothing, toy
cars, jewelry) that are sent home. This “commodified love” has also been documented for Filipino
domestic workers in Italy and the United States (Parreñas 2001, p. 371) and for Ukrainian and
Ecuadorian transnational parents in Spain (Leifsen & Tymczuk 2012, p. 220).
In some contexts, transnational households are considered broken because they diverge from
what is considered a normative, cohabiting family in which the woman performs the primary
responsibilities of child care. This situation is precisely the reaction faced by Sri Lankan women,
who leave behind their husbands and children to migrate to the Middle East on two-year labor
contracts to work as housemaids. According to Gamburd (2000), when these women breadwinners
return from abroad, they are subjected to accusations of prostitution and marital infidelity. But
their husbands also face challenges to their masculinity, being described by Arabs as “donkeys”
because they send their women abroad, and turn to alcohol to drown their sorrows (Gamburd 1999,
p. 5). Malayali men in the state of Kerala, in southwest India, contend with similar emasculating
public identities (Gallo 2006). They are known as “waiting men,” who bide their time until their
visa is approved or who depend on their wife’s remittances. They are also objects of derision
for this status of dependency and because they have no control over the sexuality of their absent
wives who reside within the intimacy of Italian domestic space. However, these men are equally
emasculated when they travel to join their wives who are working abroad. They are often given
positions in the same household in work that is perceived as feminizing.
Although transnational motherhood, including its impact on husbands and children left behind,
has received much scholarly attention (see also Nicholson 2006, Pratt 2012), the significance of
transnational fatherhood and its association with the construction of masculine identities should
not be overlooked (Pribilsky 2004, 2007). Indeed, the long-distance parenting of male migrants is,
in some sense, implicit. By this I mean that in many contexts there is a historically rooted “culture
of migration” that includes the expectation that men will migrate and support their families from
afar (Cohen 2004). In such places, the father as breadwinner has long been equivalent to the father
as migrant, and both are part of what it means in these contexts to be a good father and a good
husband.
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More recent research has focused on the differing emotional responses of fathers and mothers
who are separated from their children as a result of migration (Montes 2013) as well as migration’s
impact on masculine identities (Broughton 2008). On the basis of research among Mexican men
and women in New Jersey, Dreby (2006) shows that a mother’s relationship with her children
in Mexico greatly depends on being able to show emotional intimacy from a distance, whereas a
father’s relationship is rooted in his success as a migrant worker. If a father cannot fulfill his role as
a provider, he grows more distant from his children. A father, even one who has had relationships
with other women while abroad, maintains his image as a “good” father if he is sending money
back to his family. Conversely, if Mexican women do not show dimensions of stress and suffering
related to being physically absent from their children, they can be subjected to accusations of being
a “bad” mother and abandoning their children. Similarly, Pribilsky (2012) discusses Ecuadorian
immigrant men who balance their desires for the good things of life in New York with their
responsibility to send money back home to their families and, hence, to act as responsible fathers.
Maintaining this balance means learning how to save and learning how not to spend or consume.
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Thus, men are drawn into the world of money management, a world dominated by their wives
back in Ecuador. One of the most serious consumption dilemmas is what to do about alcohol,
which they are routinely used to consuming in Ecuador and which defines masculinity in that
context. By contrast, in saving and remitting money to their families, Ecuadorian men in New
York begin to define themselves as “more modern” by comparison with their fathers back in
Ecuador.
In summary, transnational parents, no matter what strategy they use, are operating in both pro-
ductive and reproductive roles across space. As some researchers have emphasized, “the essence of
migrant transnationalism is that physical absence is compatible with social presence and participa-
tion,” and hence the subject of transnational parenthood places emphasis on “how the parent-child
relationship is practiced and experienced within the constraints of physical separation” (Carling
et al. 2012, p. 192). This experience is often one of sacrifice and trauma, underscoring the chal-
lenges of love across borders (Abrego 2014).
CONCLUSION
Marriage migration is closely tied to processes of globalization and constitutes one form of the
transnational social fields that connect places of out-migration with those of in-migration. It is a
topic of inquiry within migration studies that has become increasingly important as interest in the
gendered dimension of migration has grown, as the patterns of mobility within and across borders
around the world have expanded and diversified, and as our understanding of the varied reasons
for migration (beyond employment) as well as of the role of the state in regulating movement
has broadened. Highlighting the conjunctures of marriage and migration illuminates the gender
biases and stereotypes inherent not only in analytical categories but also in policies such as those
that target marriages of convenience or that promote multiculturalism. The research on marriage
and migration challenges dichotomous thinking (love/instrumentalism, autonomy/dependence,
dominance/subordination, home/host country) and calls for more complex analyses not only of
the structural factors that shape the relationships between migrant brides and grooms, husbands
and wives, and fathers and mothers but also of the different power dynamics that shape decisions
about both marriage and mobility within both national and transnational spaces.
There are certainly questions that warrant further consideration. One is how marriage-related
migration will be affected by the increasing number of refugees who are on the move in different
parts of the globe. A second is how LGBT (lesbian, gay, bisexual, transgender) migrations/border
crossings may be related to laws regarding same-sex marriage, whether in support or against.
Although there is already some research on this issue (Elman 2000, Holt 2004, Luibheid 2002,
2008), it needs to be more fully and systematically investigated and theorized. We should also
explore how online sites, whether international dating websites (Del Rosario 2005) or Internet
groups that come together to lobby for more marriage-friendly immigration policies (Brettell
2008), impact marriage migration. Other questions should also be pursued: How will we continue
to assess the significance of the social, cultural, gendered, and affective dimensions of migration in
relation to the economic dimensions? How are these dimensions variously impacted by issues of
both structure and agency? And, are marriage migrations a barrier to integration, as some scholars
believe, or do they foster integration? If we enter the discussion of population mobility from
the perspective of marriage rather than, for example, the perspective of labor markets, we can
highlight different aspects of the migration experience, the relationship between the immigrant
and the state, and the transnational connections between places of origin and places of destination.
If we explore marriage through the prism of migration, we also come to understand the dimensions
of partnership, collaboration, cooperation, and intimacy that characterize a fundamental human
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DISCLOSURE STATEMENT
The author is not aware of any affiliations, memberships, funding, or financial holdings that might
be perceived as affecting the objectivity of this review.
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In this article, we contend that the field of psychology has largely failed to
foreground the role of gender in its study of immigration. Here, we review
studies that address gender and migration focusing on the experience of child-
ren and adolescents. We provide developmental perspectives on family rela-
tions, well-being, identity formation, and educational outcomes, paying
particular attention to the role of gender in these domains. We conclude with
recommendations for future research, which include the need to consider
whether, and if so, how, when, and why it makes a difference to be an immigrant,
to be from a particular country, or to be female rather than male. We argue that
it is important to consider socioeconomic characteristics; to consider resilience
as well as pathology; and to work in interdisciplinary ways to deepen our under-
standing of the gendered migratory experience of immigrant origin youth.
The discipline of psychology has potentially much to offer the study of migration
and gender. Psychology’s focus on the individual as the unit of analysis and its
consequential capacity to shed light on the personal lived experience is, of
course, an obvious contribution. Beyond that, psychology’s concern with mental
health is a unique (albeit pathology focused) consideration generally not
evaluated in other disciplines. Further, the branch of developmental psychology
provides much needed conceptual and methodological tools critical to examining
the often-neglected child and youth experience in migration. Gender studies in
psychology have struggled to find theoretical frames and methodological ap-
proaches that are consistent with the discipline’s leitmotif, however. Despite the
field’s potential to contribute to our understanding of immigrant life as a gendered
phenomenon, there is a dearth of work at the intersection of these fields.
For much of its history, the field of psychology was effectively gender-blind –
theories and research developed with largely male subjects were automatically
© 2006 by the Center for Migration Studies of New York. All rights reserved.
DOI: 10.1111/j.1747-7379.2006.00007.x
Our broad review of the literature reveals that studies of migration and gender
in the field of psychology (and mental health) largely fall into three broad
domains – 1) acculturative stress and “migration morbidity”; 2) relational
strains in family dynamics; and 3) immigrant youth development. In this
article, we will focus on the psychological literature that pertains to the
development of immigrant origin youth. If it is true that immigration has
generally been understudied in the field of psychology, the immigrant child
and youth experience has been even more neglected (Garcia-Coll and
Magnuson, 1997; Suárez-Orozco, 2001). This is quite puzzling given that at
the turn of the century, one in five children growing up in the U.S. was a child
of immigrants, and that proportion is projected to increase to one in three by
2030 (Rong and Preissle, 1998). Migration certainly presents a variety of
challenges to the development of immigrant youth (Tartar et al., 1994; Tartar
1998; Suárez-Orozco, 2001; Ullmann and Tartar, 2001). Here, we review
1Two noteworthy exceptions in the psychology of migration literature are the work of Leon and
Rebecca Grinberg (1990) as well as Ricardo Ainslie (1998). The Grinbergs’ provide a Kleinian
perspective on the migratory process that emphasizes common pathological outcomes –
depression, anxiety, and paranoia. That perspective can be off-putting. Nevertheless, they
provide an interesting insight into ways, along the pathological spectrum, that individuals can
respond to immigration. Ricardo Ainslie (1998) has written eloquently about how immigrants
go through a process of what he terms “cultural mourning” as they enter a new society. His
argument brings substantial insight to the acculturative stress line of reasoning.
G P P 169
psychological studies that address gender and migration with a focus on children
and adolescents, considering how gendered constructs play out differently for
immigrant origin youth. We will provide developmental perspectives on family
relations, well-being, identity formation, and educational outcomes, paying
particular attention to the research focusing on the role of gender in these
domains.
Family Relations
Dion and Dion (2001) contend that “studying the contribution of gender to
immigrants’ experiences in the receiving society offers insights about the
challenges confronting immigrant families” (p. 511). This lens is useful in
considering the strains to the parental dyad as well as gendered patterns of
parents’ socialization of their children (Williams et al., 2002).
Relational Strain. It has long been recognized that children who thrive are
more likely to be raised in families with minimal family discord. Immigration,
however, tends to bring about changes to expected family roles that can
destabilize family relations (Shuval, 1980; Foner, 1997; Garcia-Coll and
Magnuson, 1997; Suárez-Orozco and Suárez-Orozco, 2001). Family roles
need to be renegotiated, and new scripts concerning gender relations, child-
rearing values, parent-child relations, and social attitudes come to the fore.
Sluzki (1979) was on the forefront of describing the stresses of the family
triggered by migration, proposing an insightful stage model of migration and
family conflict.
The change of power relations and the empowerment of women outside
the household can contribute to higher levels of family conflicts (Pido, 1978;
Hondagneu-Sotelo, 1992; Lim, 1997; Debiaggi, 1999; Hirsch, 1999; Mahdi,
1999; King and Zontini, 2000; Zhou, 2000; Min, 2001; Prieur, 2002). Men,
perhaps in part because of their disempowerment in the world of work, may
enforce their patriarchical rights and rigidify their traditional expectations of
their spouse (Shaw, 1988; Kibria, 1990; Espin, 1999; Zamudio, 1999). In its most
extreme form, marital discord can lead to domestic violence (Easteal, 1996; Bui
and Morash, 1999; Darvishpour, 2002; Menjivar and Salcido, 2002).
Strained family relations may ultimately lead to the dissolution of the
family. Relationships can come apart largely because of the tensions resulting
from migration, but they may also come apart for reasons that have little to do
with the migration. In some cases, however, relationships can be strengthened
during the course of migration in a kind of “it’s you and me against the world”
170 I M R
2
There seem to be significant differences in the rates of partnership dissolution in immigrants from
different sending countries; in our sample from the Harvard Immigration Projects, immigrants
of Chinese and Mexican origin stayed together at higher rates than did those of Dominican,
Haitian, or Central American origin (see fn. 4 for details about the study.)
3
For a more thorough understanding of these dynamics, it would be important to get a sense
of the rates of dissolution within the country of origin in consideration. It is also important to
trace the sources of tension as well as the periods in time in which the dyad is most vulnerable
– prior to migration, during separations, or after the migration. A deep understanding of the
phenomenon at work should draw on anthropological insights into cultural models originating
in the country of origin, sociological perspectives into structural constraints that affect families,
as well as psychological understandings of personality and relational dynamics.
G P P 171
“ideal” ethnic subject compared to their sisters, thus they often receive more
day-to-day privileges denied to their sisters (Haddad and Smith, 1996; Waters,
1996; Espiritu, 2001).
Often immigrant parents equate becoming assimilated to the American
culture to being “sexually promiscuous” (Espin, 1999) and “against the tradi-
tional . . . culture” (Dasgupta, 1998). Pressure for socialization of second-
generation females is particularly strong when parents perceive that the receiving
society poses a threat to the values of their native culture. Dion and Dion
(2001) consider “threat to values” as “an important underlying factor contrib-
uting to gender-related socialization” (p. 517). Interestingly, this perceived
threat often contributes to parental control being stricter than it had been
in the country of origin.
The existing literature suggests that there may be both negative and posi-
tive implications of strict parental controls. The negative effects are the most
obvious. In many traditional cultures, women were restricted within the house-
hold domain and could not go out to work, which limited their opportunities
and perpetuated their subordinate status in the society. These restrictions are
also found in contemporary immigrant communities as well. As a result of
strict parental control, immigrant girls are often caught between school and
home (Lee and Cochran, 1988; Talbani and Hasanali, 2000; Espiritu, 2001;
Prieur, 2002). Interestingly, however, there may be a “silver lining” to the cloud
of monitoring and oppression. Zhou and Bankston’s (2001) research with
Vietnamese girls showed that high level of parental control contributed to their
educational success. Smith’s (2002) work with Mexican origin women in New
York showed a similar pattern in the world of work. Heavy monitoring may
benefit girls by keeping them focused on activities that keep them away from
the lure of the street and its accompanying potential to (in the best of cases)
distract them and (in the worst of cases) draw them into illicit activities.
4The data for this research are part of the Longitudinal Immigrant Student Adaptation Project,
directed by Carola Suárez-Orozco with Marcelo Suárez-Orozco while at Harvard University. The
study followed longitudinally 400 immigrant children (ages 9 to 14 at the beginning of the
study) coming from five major regions (China, Central America, the Dominican Republic,
Haiti, and Mexico) to the Boston and San Francisco areas for five years. This interdisciplinary
project utilized a variety of methods including structured student and parent interviews;
ethnographic observations; projective and objective measures; reviews of school records; and
teacher questionnaires and interviews. This project was made possible by funding provided by the
National Science Foundation, the W.T. Grant Foundation, and the Spencer Foundation. The data
presented, the statements made, and the views expressed are solely the responsibility of the authors.
174 I M R
(Espiritu, 2001), Korean (Hauh, 1999), Latino (Calderon, 1998), and Indian
families (Pettys and Balgopal, 1998) in the U.S. This pattern seems to hold up
in international research as comparable findings are documented in immigrant
families in Norway (Prieur, 2002), Turkish families in Germany (Popp, 1997),
and South Asian families in Canada (Ghosh, 1984).5
Of course, immigrant parents have conflict with their sons as well. These
conflicts, however, tend not to center around issues of dating or monitoring of
their whereabouts, but rather around issues of delinquent or problem behaviors
(Gabaccia, 1994). Much less is written about generational conflict with boys,
however, indicating a fertile avenue for future research.
5When some girls do start dating, it often provokes intergenerational conflict in the family (e.g.,
Sung, 1987; Rumbaut, 1997). In extreme cases, tragedies occur. For example, in the fall of 2000,
the Chinese-American community was shocked when a Chinese immigrant adolescent girl
strangled both her parents with the help of her boyfriend because they prohibited her to date the
African-American young man. In another troubling incident that took place in France in 1994,
a fifteen-year-old Turkish Muslim girl was strangled by her brother with the consent of her
parents and cousin, who all witnessed the killing, because the girl was dating a boy and wanted
to run away from home with him, which was considered to be a “dishonor” to her entire family
(Keaton, 1999). Aswad and Bilge (1996) have also documented “honor killings” of adolescent
girls from immigrant families by their fathers or brothers.
G P P 175
6They also found that boys from the Philippines and other backgrounds demonstrated a
tendency to derive their self-worth or identity by engaging in delinquent or violent behaviors –
Messerschmidt (1993) termed the boys’ using delinquent behaviors to gain status on the street
as “masculine posturing” – “the persona power struggle with other young, marginalized, racial
minority men is a resource for constructing a specific type of masculinity – not masculinity in
the context of a job or organizational dominance but in the context of ‘street elites’ and,
therefore, in the context of street group dominance” (p. 116). More comfortably fitting within
the domain of psychological scholarship, family variables such as lack of family anomie and lack
of family cohesion have been considered as a contributing factor to substance abuse (Kim et al.,
2002; Pantin et al., 2003), gang membership (Vigil 1988), and delinquency. Not surprisingly,
social support plays an important buffering function (Short 1996).
178 I M R
youth has been done by sociologists. Here we will briefly outline the research
in this domain, recognizing that while it largely did not emerge from the field
of psychology, it is an area of scholarship that could benefit from the psycho-
logical perspective (a point we will return to later).
The Social Mirror. The general social climate or ethos of reception plays a critical
role in the adaptation of immigrants and their children (Suárez-Orozco, 2001).
Unfortunately, intolerance for newcomers is an all too common response all over
the world. Discrimination against immigrants of color is particularly widespread
and intense in many settings receiving large numbers of new immigrants – this is
true in Europe (Suárez-Orozco, 2004), the U.S. (Espenshade, 1998), and in Japan
(Tsuda, 2003). As today’s immigrants are more diverse than ever in terms of
ethnicity, skin color, and religion, they are particularly subject to the pervasive
social trauma of prejudice and social exclusion (Tatum, 1997).
Immigrant youth are challenged to navigate between achieved identities
and assigned or imposed identities. Assigned identities, in the form of stereo-
types and negative social mirroring, can be particularly damaging for youths’
identity formation. A variety of sources within the host society – including
school authorities, police officers, and the media, among others – reflect images
within the social mirror to immigrant youth about their group of ethnic origin.
When the reflected image is generally positive, the individual (adult or child)
will be able to feel that she is worthwhile and competent. When the distortions
in the “negative social mirror” are consistently reflected from a number of
sources, it is extremely difficult to maintain an unblemished sense of self-worth
(Suárez-Orozco, 2000).7
Research across ethnic group and country of origin has shown that the
negative “social mirroring” immigrant youth face is deeply gendered. For
example, Nancy López’s (2003) research with Caribbean second-generation
youth in New York showed that men are usually racialized into “hoodlums”
and tend to have more negative interactions with police due to racial profiling.
7Research from the Harvard Immigration Project (see fn. 4 for more details) suggests that
immigrant children are keenly aware of the prevailing ethos of hostility of the dominant culture
(Suárez-Orozco 2000). The children were asked to complete a modified sentence completion
task – “Most Americans think that [Chinese, Dominicans, Central Americans, Haitians,
Mexicans – depending on the child’s country of origin] are . . .” Disturbingly, fully 65 percent
of the respondents provided a negative response to the sentence completion task. The modal
response was the word “bad”; others – even more disconcerting – included: “stupid,” “useless,”
“garbage,” “gang members,” “lazy,” and “we don’t exist.” This is likely to have serious
developmental implications.
G P P 179
Mayeda et al.’s (2001) study of Filipino youth in Hawaii found that boys were
often stereotyped as violent and gang-involved in the media and general public,
as well as in the school context (also see Okamura, 1982). Filipino girls, on the other
hand, were often stereotyped as “hoochie mammas” and labeled as “loose and
promiscuous” or submissive “mail-order brides” (also see Egan, 1996; Halualani,
1995).
Interestingly, there are differences in stereotypes about males and females
from different backgrounds. For, example, while Latino and African immi-
grant boys are often stereotyped by popular media to be gang members and
dangerous and delinquent youth (López, 2003), Asian male adolescents have
often been stereotyped to be unmasculine (Chua and Fujino, 1999). Their
physical attributes such as being small and short contribute to their being per-
ceived as weak (Sung, 1987; Ling, 1997; Eng, 2001; Lei, 2003) and thus make
them more likely targets for verbal or physical racist attacks. Importantly, in the
process of negotiating identity, immigrant youth, girls and boys, often chal-
lenge and resist the negative social mirroring and stereotypes. Williams et al.’s
(2002) study found that Latina girls, though facing low expectations at home
and at school, resisted the “domesticated Latina” image and showed others that
they had dreams for a professional career.
host cultures is one of the single most important developmental tasks immigrant
origin youth face. There is mounting evidence that the individual who can move
comfortably across cultural contexts and who is able to incorporate affective and
instrumental dimensions of the cultures (s)he traverses will have better outcomes.
Nearly all researchers agree that fast assimilation into the American society and
losing one’s ethnic identity is associated with higher levels of psychosocial risks
and lower educational achievement in minority youth (Phinney, 1990;
Rosenthal and Feldman, 1992; Portes and Zhou, 1993). Indeed, a transcultural
identity appears to be most adaptive to immigrant children’s development
(Suárez-Orozco and Suárez-Orozco, 2001).
Measuring identity is a methodological challenge, however. Identity is far
more complex than a simple self-selected ethnic identity label. It involves fairly
easily established performance of identity (assessed by observing the participa-
tion in a series of ethnic activities and the dominant culture’s activities) as well
as the much more nebulous internal state of feeling of belonging. Feelings of
belongingness, however, are far more difficult to assess and the concept is more
complex than a simple binary choice. Whether or not one feels affiliation to
and acceptance by the groups under consideration may be related to the
ability to incorporate elements of the culture into one’s sense of self. Does the
individual value her culture of origin? Does she feel accepted by others of that
culture? Is she drawn to the new culture (or cultures)? Does she feel welcome
and incorporated into the new culture (or cultures)? Does she wish to be
incorporated into the new culture or does she find it alienating? These attitudes
will have much to do with the fusion of culture that is internalized
(Maestes, 2000). Psychological methodologies are best suited to determin-
ing these phenomenological emotional and cognitive dimensions of
experience.
Researchers have documented important gender differences in immi-
grant youth’s ethnic identity development (Waters, 1996; Lee, 2002; Schwartz
and Montgomery, 2002; Qin-Hilliard, 2003). Yip and Fuligni’s (2002) study
found that Chinese immigrant girls were more likely to have a strong sense
of ethnic identity than their male counterparts. Qin-Hilliard’s (2003) study
drawing on the Longitudinal Immigrant Student Adaptation (LISA)8 study
demonstrated that although in the first year, there was no gender difference in
ethnic identity among the recent immigrant students interviewed, by the fifth
year, boys were significantly less likely than girls to keep their country of origin
identity. The trend held true for all given ethnic groups, but particularly for
Educational Adaptations
9Reading across disciplines, working in interdisciplinary teams, and examining both individual
motivational issues as well as school context influences allow for deeper and more nuanced
understanding than is found in many areas of immigration.
182 I M R
Brandon, 1991; Waters, 1996; Lee, 2001; Portes and Rumbaut, 2001; Qin-
Hilliard, 2001, 2003; Suárez-Orozco, 2001; Suárez-Orozco and Qin-Hilliard,
2004). Brandon’s (1991) study of Asian American high school seniors showed
that females reached higher levels of educational attainment faster than males.
Rong and Brown (2001) found that African and Caribbean immigrant black
females outperformed their male counterparts in schooling attainment. In
their recent report on second-generation youth with various Latino and Asian
origins, sociologists Portes and Rumbaut (2001) found that boys were less
engaged; had significantly lower grades, level of interest, and work effort, as
well as lower career and educational goals; and were less likely to adhere to
their parents’ language compared to girls. Consistent with this literature,
data from the Longitudinal Immigrant Student Adaptation (LISA) study10
show that over time girls received higher grades and expressed higher future
expectations than did boys (Qin-Hilliard, 2003). Researchers have also
documented similar gender patterns in educational outcomes among North
African immigrant students in Europe (Raissiguier, 1994; Hassini, 1997; Haw,
1998).
While a similar gender gap exists in the educational outcomes of native
students in the U.S. (Connell, 2000; Spring, 1994; U.S. Department of Edu-
cation, 1995; Kleinfeld, 1998; Grant and Rong, 1999) as well as in many other
countries around the world, it is important to study the gender gap in immi-
grant minority communities, because research findings suggest that the gender
gap favoring girls in immigrant origin and minority populations is bigger than
in the native population (Dunn, 1988; López, 2003). For example, the AAUW
Educational Foundation’s (1998) report found that the gender gap in NAEP
(National Assessment of Educational Progress) test scores was larger for His-
panics than for white students, favoring Latinas in several subject areas.11
10See fn. 4.
11In the fourth grade, Latinas outperformed their male counterparts in reading and history; by
the eighth grade, they scored higher in math and reading; and by the twelfth grade, they scored
higher in science as well as reading. The gap between white girls and boys was smaller at each of
these assessment points, with girls outperforming boys only on reading in the fourth and twelfth
grades. Brandon’s (1991) study of gender differences of educational attainment among Asian
Americans found similar results.
G P P 183
reflect that immigrant boys are more quickly recruited into the mores of their
new social environments (which are often in deeply impoverished inner-city
schools that do not foster cultures of high-achievement orientation).
FUTURE RESEARCH
12When gender is used as a control variable, it is often embedded in studies on other topics.
G P P 185
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attitudes about race Dominican’s bring with them from the island, influence identity formation
of immigrant youth in the U.S. (Bailey, 2001).
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Required reading 8.
the (white, Afrikaans) pharmacist waves the wealthy young customers through. In their
mockery of the impotent guard we see the intense disjuncture between this “new” black
masculinity—signified by slang, expensive cars, disposable income, branded clothing, con-
sumable materials like drugs and alcohol, Anglophone accents, and fashionable ennui—and
“old” black masculinity, reminiscent of an apartheid-era imaginary—traditional, respectful,
hard-working, low status, less proficient in English, a guard at a shop rather than a purchaser
of expensive goods.
The first film uncritically lauds the depiction of the black South African man as both
consumer and consumable object while the second laments the affective consequences of
apathetic middle class adolescent modernity. Both construct versions of blackness that are
largely shorn of any agency but the personal and that are divorced from a sense of the polit-
ical. Collectively they suggest the development of a new polysemy in South African popular
cultural representations of black masculinity that may move beyond historical hegemonic
injunctions.
References
Chouliaraki, Lilie. 2010. “Post-Humanitarianism: Humanitarian Communication Beyond a Politics of
Pity.” International Journal of Cultural Studies 13 (2): 107–126.
Falkof, Nicky. Forthcoming. “ENG/AFR: White Men in Two Contemporary South African Films.” Critical Arts.
Gqola, Pumla D. 2009. “‘The Difficult Task of Normalizing Freedom’: Spectacular Masculinities, Ndebele’s
Literary/Cultural Commentary and Post-Apartheid Life.” English in Africa 36 (1): 61–76.
Haupt, Adam. 2008. “Black Masculinity and the Tyranny of Authenticity in South African Popular Culture.”
In Power, Politics and Identity in South African Media, edited by Adrian Hadland et al., 378–398. Pretoria:
HSRC Press.
Kids. 1995. Film. Directed by Larry Clark. USA: Guys Upstairs.
Mager, Anne. 2005. “‘One Beer, One Goal, One Nation, One Soul’: South African Breweries, Heritage,
Masculinity and Nationalism 1960–1999.” Past & Present 188 (1): 163–194.
Necktie Youth. 2015. Film. Directed by Sibs Shongwe-La Mer. South Africa: Urucu Media.
Tell Me Sweet Something. 2015. Film. Rififi Pictures: Directed by Akin Omotoso. South Africa.
Walker, Liz. 2005. “Men Behaving Differently: South African Men since 1994.” Culture, Health & Sexuality
7 (3): 225–238.
In 2015 Syrian refugees became increasingly visible to Westerners in both mainstream and
social media as more and more refugees arrived in Europe. Social media are heavily used
by Syrians themselves (Kari Andén-Papadopoulos and Mervi Pantti 2013; Carleen Maitland
and Ying Xu 2015; Melissa Wall and Sahar el Zahed 2015), as well as by Europeans who are
sympathetic to their struggle, but there is also a backlash that is evident in spaces such
A focus on the masculinity of Middle-Eastern men during times of unrest is not unique
to the Syrian refugee crisis of 2015. Debates about how to respond to the visibility of the
Middle-Eastern male in non-terrorist crises and uprisings were noted during the uprisings
of 2011, in which observers “initially responded … with shocked incomprehension” (Amar
2011, 29). Predatory sexuality and undisciplined male aggression were among several causes
suggested to support claims that people in the Middle East were not ready for democratic
self-governance. Even activists who support the refugees have at times made use of tropes
that demonize Arab men as “sexually obsessed with buying young girls” (Katty Alhayek 2014,
698).
Another dominant theme in the images shared in anti-refugee hashtags is that of the
Middle-Eastern man as coward. One image shared several times shows a crowd of men in a
train station, walking between two blue trains, some with their hands up in a way that looks
more anxious than threatening, with the text: “2200 immigrants arrive in Munich. No women
no children. Apparently only men flee ‘war zones’?” This argument that presents the refugees
as cowards who flee rather than staying to fight is expressed in text-only tweets as well, for
instance: “If you’re a military age male who flees violence and leaves behind his women and
children, you’ll never be an American! #refugeesnotwelcome.” One tweet shows a photo of
six women sitting, smiling, at rest but dressed in fatigues. They wear their hair in pony tails
and hold their rifles non-threateningly. The text on the image uses the capital letters of
internet memes to state that these are “BRAVE KURDISH WOMEN FIGHTING ISIS.” The image
is accompanied by a tweet: “These men aren’t refugees. They are cowards! #auspol #refu-
geesnotwelcome #LightTheDark” (Ryder 2015). Another tweet that says, “Kurdish women
fight #ISIS in #Syria, why can’t #Migrants?” (Strength & Honor #WR 2015) is accompanied by a
photo of dark-haired women posing formally for a group photograph in the desert wearing
khaki uniforms and casual sweatshirts. They wear military backpacks and hold their rifles
vertically for the photograph.
Discourse about the Middle-Eastern male as non-masculine is not new, and is based on a
history of colonial framing of Middle-Eastern men as simultaneously effeminate (in compari-
son with Anglo-Saxon men) and threatening to women (as potential rapists of white women
and abusers of brown women). A more contemporary post-9/11 “invocation of the terrorist
as a queer, nonnational, perversely racialized other has become part of the normative script
of the US war on terror” (Puar 2007), and feeds into a world-view about Middle-Eastern
non-Jewish men, who are assumed to be Muslim by default. In the case of the Syrian refugee
crisis, the question of what to do with the benign visibility of these non-terrorist Middle-
Eastern men is further compounded by that fact that they do not conform to received visual
expectations of what a “refugee” looks like. Their masculinity is put into question when they
are not coded as terrorists or rapists. Our goal in this short essay therefore was to reveal how
particular contradictory themes around the masculinity of Middle-Eastern men is fostered
through their representation in social media.
References
Alhayek, Katty. 2014. “Double Marginalization: The Invisibility of Syrian Refugee Women’s Perspectives
in Mainstream Online Activism and Global Media.” Feminist Media Studies 14 (4): 696–700.
Amar, Paul. 2011. “Middle East Masculinity Studies Discourses of ‘Men in Crisis’, Industries of Gender in
Revolution.” Journal of Middle East Women’s Studies 7 (3): 36–70.
FEMINIST MEDIA STUDIES 181
Andén-Papadopoulos, Kari, and Mervi Pantti. 2013. “The Media Work of Syrian Diaspora Activists:
Brokering between the Protest and Mainstream Media.” International Journal of Communication 7: 22.
Infidel Angel [sharonuren]. 2015. “Won’t be long before the rapes start. #refugeesNOTwelcome We all
know their mindset. All Hell is going to be let loose, soon. #auspol” [Tweet], September 7. Accessed
September 28, 2015. https://twitter.com/SharonUren/status/640814559037517824.
Maitland, Carleen, and Ying Xu. 2015. “A Social Informatics Analysis of Refugee Mobile Phone Use: A
Case Study of Za’atari Syrian Refugee Camp (March 31, 2015).” Accessed October 3, 2015. http://
ssrn.com/abstract=2588300 or http://dx.doi.org/10.2139/ssrn.2588300.
Puar, Jasbir. 2007. Terrorist Assemblages: Homonationalism in Queer Times (Next Wave). Durham: Duke
University Press. Kindle Edition.
Ryder [anglosaxonryder]. 2015. “These men aren’t refugees. They are cowards! #auspol
#refugeesnotwelcome #LightTheDark” [Tweet], September 20. Accessed September 28, 2015.
https://twitter.com/anglosaxonryder/status/645507356030205953.
Strength & Honor #WR [heedthiswarning]. 2015. “Kurdish women fight #ISIS in #Syria, why can't
#Migrants? #RefugeesNotWelcome #WR #DR #SaveEurope” [Tweet], September 21. Accessed
September 28, 2015. https://twitter.com/heedthiswarning/status/645719671438708736.
Wall, Melissa, and Sahar el Zahed. 2015. “Syrian Citizen Journalism.” Digital Journalism 3 (5) (September
3): 720–736.
Required reading 9.
INTRODUCTION
Sexuality has traversed a circuitous historical route as a topic for social research
in general and as a unit of analysis inmigration studies in particular. While
gender has been stereotypically rendered as female inmany works, until very
recently sexuality has almost always been relegated to and equated with the
realms of heterosexual reproduction and family life.Additionally, sexuality has
been submerged under or closeted within concepts and rubrics like gender
roles, morals, deviance, and
pathology.
Recent works on and those that docu
sexuality migration, particularly
ment queer sexualities, have
emphasized not only the viability and importance
of sexuality as an object of study, but also pointed to its constitutive role in the
formation and definitions of citizenship and nation. In other words, sexuality,
specifically as it is understood in queer studies1 terms not only expands the
meaning ofmigration but also alters our understanding of gender and challenges
studies' reliance on heteronormative institutions, and
migration meanings,
*I use "queer studies" and not "lesbian and gay studies" to emphasize the fact that queer studies
go beyond lesbian and gay identities to question and undermine the idea of sexual identities and
orientation.
sexuality can positively influence gender and migration studies. The first
section of the essay will briefly trace the historical antecedents of the study of
in and research. While neither an exhaustive
sexuality gender migration
examination nor literature review, the next
chronological broad-ranging couple
of sections will highlight scholarly themes in the research that articulate with
moments. The study of sexuality inmigration emerged in the
specific historical
past ten to fifteen years due to numerous intellectual, political, and historical
conditions, specifically the rise of theAIDS pandemic and the emergence of
intellectual currents in feminism, race/ethnic studies, and LGBTQ (lesbian,
gay, bisexual, and studies.
transgender, queer)
examine dominant
following section of the paper will briefly
The
themes in gender and migration research and focus on specificworks that have
advanced the study of sexuality in the field. As part of this special issue on
and research, this essay will not be a review
gender migration comprehensive
of all possible bodies of research. As the other essays in this special IMR issue
are advancing the field of
suggest, there are many exciting new projects that
more work needs to be done.
sexuality and gender inmigration research, but
The primary aim of thispaper is to illustratehow sexuality is an important
factor in the process and how researchers reconcep
migration migration might
tualize prevailing notions in gender and migration studies not only by including
queer people but also by utilizing the tools of queer studies as away to complicate
and reexamine and that normative
assumptions concepts unwittingly reify
notions of and To the value of a queer
gender sexuality. emphasize perspective
to the study of sexuality in gender and migration research, I present a case
or a a
study "queer reading" of particular body of literature in gender and
on
migration studies that focuses Filipina domestic workers. While researchers
in this area of and research have been successful in showcas
gender migration
agenda by both public health professionals and academic scholars. The change
in research direction was based on the realization that
Western models of sexual
orientation were untenable in various cultural contexts. While
anthropological
studies in various non-Western societies had advanced this idea long before
the eighties, itwas only in the later half of the firstdecade of the pandemic in
theU.S. when itbecame apparent thatAIDS - which was first labeled GRID
(gay-related immune deficiency) when itwas first thought to be affecting
men ?
white started to devastate communities of color and
primarily gay
variety of sexual identity categories and practices that do not depend onWest
ern conceptions of selfhood and community. This shift in understanding can
be likened to the situation with feminists of color and third-wo rid feminists in
the late seventies and early nineties. Therefore, departing from a popular
notion of universal of sexual orientation, research the early
categories during
suffused with overt Orientalized images of the Chinese during this period
thatwere inflected by sex and gender. Therefore, Chinese women, who were
virtually barred from the United States until the middle of the twentieth
were as embodiments of illicit sex, loose morals, and
century, portrayed
disease (Peffer, 1986, 1999). At the same time, Shah (2001) suggests that
Chinese men were feminized in such a way that theywere easily figured into
an American domesticity yet rendered in
conflicting images of asexuality and
at various times
threatening heterosexuality during this period of antimisce
genation (see also Hodes, 1999; Ngai, 2003).
The history ofU.S. immigration shows how various laws restricted entry
of particular groups by constructing them as sexually deviant and morally cor
rupt. For example, the Page Law of 1882, which restrictedChinese migration,
included barring Chinese women for being alleged prostitutes (Luibh?id,
2005:xiv). The McCarren-Walter Act was an important act of immigration
1. Queer Asylum
and asylum (particularly female genital mutilation and domestic abuse) and
those of queer sexual orientation. However, more work needs to be done
clearly
in this area.
2.
Shifting Notions ofFemale Sexuality in Sex Tourism, Pen Pal Brides,
and Second-Generation Young Women
While it is beyond the purview of this essay to map out the full range of
the burgeoning literature on the shifting notions of female sexuality (see other
essays in this issue for further discussion), Iwould like to briefly focus on
research on women involved in tourism and sex work, pen pal or
specific
Internet romances, and women. It is to
second-generation young important
some are relevant to the discussion of
highlight general trends that sexuality
and migration. Female sexuality is not merely the conduit for biological
but is also the site for the contestation of various and
reproduction group
institutional norms. In other words, female is the arena for
migrant sexuality
the contestation of tradition, assimilation, and the travails of transnational
migration.
Recent
research literature challenges the earliermyth ofwomen's lack of
agency and their image as unwilling and unwitting victims of circumstance by
are
moving toward the detailing of strategies employed by many women who
involved in transnational sex work and "pen pal" marriages, thus actively
received ideas and situations. In other words, new works
contesting suggests
that these women are not innocent victims in these situations but are in some
to get to know and fall in "love" with their partners before actually migrating
or them in person.
meeting
The Internet is themedium that gives rise to the desire tomigrate by cre
ating new and efficientways of navigating cultural, racial, and class differences
aswell as physical distance. Third-world and immigrant queers are also utilizing
the Internet to negotiate the racial and cultural divides in the sexual com
munities. At the same time, sex tourism also becomes a site for the reification
of racial and economic differences (Alexander, 1994, 1997; Cantu, 2002; Giorgi,
2002). For example, Jasbir Puar (2002) illustrateshow non-Western queers are
mass media
exposed to gay and lesbian cultures through established tours and
connected to such industries. These may lead to the visualization of theWest
as a haven for various queers.
Research suggests that there is still a moral dimension attached to tradi
tional practices from the homeland and a resistance to the seemingly amoral
racialized dimensions of gender and sexual practices in the new land of settle
ment. Yen Le Espiritu (2003) demonstrated this theme in her
study of Filipina
see themselves as
second-generation girls inCalifornia who being pitted against
white girls in terms of normative moral behavior. Oliva Espin's (1997, 1999)
pioneering studies of Latina lesbian migrants suggest that they are caught
between their own communities' and tendencies and
homophobic misogynist
the larger new homeland's racialized, classed, and ethnicized attitudes and
As such, their to their own identities can be seen
practices. struggle negotiate
as not mere assimilation to or of lesbian and/or American
passive adoption
identities. Second-generation and young immigrant women are held to be
the of their communities' traditions and their sexual behavior as
repositories
"evidence" of the groups' worth and are therefore highly policed (Luibh?id,
:
2 0 0 5 xxvi?xxvii).
In her pioneering work Entry Denied, Eithne Luibh?id (2002:xii-xv) notes that
the state cultural, and economic means
regulates migration through legal, political,
that in turn sexual identities, practices,
and categories.
Luibh?id sug
reproduce
gests that themovement ofmigrants are not only monitored and controlled by
state authorities by specific racial, ethnic, and gender preferences and prohibi
tions, but aremediated though implicit sexualized ideas in law and immigration
is the sitewhere the
proceedings. Therefore, she suggests that themigrant body
racialized, ethnicized, and gendered disciplinary measures employed by various
states and their agents come and is also the venue for promoting as well
together
as repressing sexualized images, desires, and stereotypes (^^Minter, 1993).
The renaissance of research on cultures and sexuality in
queer immigrant
the past ten years illustrates the ways in which understand,
complicated migrants
make sense of, and engage with the prevailing practices of the new land of
points to the innovative ways queer migrants are reconfiguring family and
social networks, as well as and ostracism from mainstream
negotiating stigma
communities. That are non-normative forma
migrant queers creating family
tions and hybrid cultural arrangements is an important fact. Its utility extends
beyond the confines of queer migrant lives.The next section will demonstrate
how a can new avenues for research and critical
queer perspective provide insight
for a significant body ofmigration literature on Filipina domestic workers.
only possible and logical links in this "chain of care." But the presence of single
women and men (be they queer or heterosexual) among
migrant domestic
workers disrupts the neat synchronicity of the "chain of care" inwhich third
world mothers take up the "reproductive labor" of their first-world counter
in turn or other more women
parts while employing poorer relations destitute
figure of male migrant careworker, specifically gay Filipino men, who are
becoming the new figure of foreign careworkers. An example is the nurses and
unskilled domestic workers, who to recent accounts are
according tending
to the elderly in Israel.A television
documentary produced inTel Aviv entitled
"Paper Dolls" chronicles the travails of these men (who are not professional
nurses but unskilled domestic careworkers for the
elderly) as they contend with
the racializing, gendering, and sexualizing processes in Israel.
Therefore, current works on Filipino migrant labor do not take into
consideration the present and shifting terrain of gender (broadly construed) in
the global care industry. In care industry fields such as nursing, recent trends
in the past five years indicate that
Filipino male doctors are retraining themselves
to become nurses to find
employment in theUnited States and Europe. At the
same time, anecdotal accounts that an number of
suggest increasing Filipino
nurses in theU.S. are gay men. I do not intend to equate thework of nurses
with those of domestic workers, but I am interested in theways inwhich
gender operates when third-world migrant men work in unskilled, parapro
fessional, and professional fields that have been traditionally constructed as
female. Indeed, in order to get a comprehensive idea of the
gendered dimen
sion of domestic work, it is necessary for futurework tomove away from this
oversight ofmigrant male labor and examine how such relationships are in fact
crucial and constitutive elements of
gendering processes in the international
care
industry.
Parre?as (2001:77) and Hochschild (2003:29) depict the Filipino (and
other third-world)male as
being pathologically prevented by cultural "tradition"
from participating in domestic affairswhile at the same time
rendering the
domestic sphere as always and already female. Hochschild (2003:29) suggests
a solution to this
"problem" by advocating for an educational program thatwill
train thesemen to become more involved indomestic activities.This
supposed
pathological condition ofmen "traditionally" avoiding and being discouraged
from domestic affairs isnot
only ethnographically erroneous, itbelies a particular
kind of knowledge "imperialism," to use Hochschild's term, since it portrays
third-world men as lacking the cultural to be authentic modern
knowledge
fathers.A related problem isHochschild's to
tendency implicitly create a context
in which third-world male and female
migrants are seen as premodern
or in tradition to move as domestic workers into Western
wallowing only
modernity. Therefore, Hochschild's proposed educational program unwittingly
portrays third-world cultures as primarily archaic patriarchies that can only be
transformed through the infusion ofWestern
gender equalities. This idea reifies
gender and sexism in static black-and-white terms.While I strongly believe
any of thesewomen found either pleasure in itor had some positive reaction.
In other words, is it not possible that the disciplining of the feminine aspects
of their appearance might also present the opportunity for gender insubordina
tion and behavior, or a source of agency or even for these
gender-crossing pleasure
women? Another would be to reexamine these women's
interesting project
weekly gatherings, which are typically seen asmerely leisure activities or some
times as politically oriented meetings and to entertain the possibility that these
occasions offer homosocial sites for same-sex affection, and romance
intimacy,
and how these erotic entanglements can destabilize dominant notions of
femininity, female roles, and reproduction.
In amore recentwork, Constable (2002) examined how women
constantly
negotiated the disciplining of their appearances by their employers attempting
to achieve a balance between the
overtly "sexy" feminine look that could label
them as for male sexual advances and an masculine look
"easy" prey excessively
that could lead them to be mistaken for a "T-bird" or lesbian. This
promising
path of research could benefit from actually looking at how lesbian and/or
gender-insubordinate "female" workers actually perceive these defeminizing
measures in relation to desire and erotic Feminist researchers
disciplinary practices.
of gender and migration might want to consider third-worldwomen and men
in the international care
industry as viable desiring subjects without
imputing
compulsory heterosexuality and middle-class domesticity and thus locating
themwithin the very patriarchal confines that these researchers have
implicitly
vowed to
critique.
While more work needs to be done tomove away from these hetero
normative new work is to as a to counteract
presuppositions, beginning appear way
these tendencies. Rhacel Parre?as's (2005) recentwork The Children
ofGlobal
Migration, on the children in transnational families, provides a useful starting
point for futureworks. She begins the book by narrating her unique fieldwork
experiences in the Philippines, where she encountered situations of gender and
sexualmisrecognition - that is, shewas mistaken fora bakla,which is
aTagalog gloss
for a homosexual, transvestite, and effeminate "man." toward the end of
Again,
the book, she points to the idea of the limits and
possibilities of gender fluidity
as one for
important vantage point understanding and engaging with the plight
of these children. These observations build on Parre?as's earlier
pioneering
work and can potentially be the first steps toward new
provocative insights.
In sum, a critical reveals the gaps and fissures in this
queer reading emergent
literature on worker and shows that even recent research
Filipina migrant
that purports to sensitively
bring gender to the center of migration studies
fails to consider how specific
normalizing and naturalizing ideas around
As I have argued above, far from being a conservative force that leaves bodies
and cultures intact, migration creates dilemmas and situa
specific contradictory
tions thatdisturb static notions of gender and sexuality.Therefore, it is important
to see how a radical
repositioning and reexamination of heteronormative
premises in gender and migration research can yield expansive and provocative
This essay then is not about mere documentation, but aims to
insights. strongly
push formigration scholars to step back and reflecton theirworks in the face
of these hegemonic premises.
To summarize themains points of this essay, the following are themain
contributions of a queer of and research. First, the
analysis gender migration
queer perspective suggests going beyond a laboring gendered agent and high
a seen
lighting desiring and pleasure-seeking migrant subject. As through the
queer reading of Filipina migrant laborers above, migrants are not just dis
placed caretakers and mothering workers but in fact possess sexual desires and
erotic that must be taken into consideration. These desires are not
practices
limited to migrants' search for material and social advancement but also
are often reasons for the decision to
pivotal migrate.
the that is not an all
Secondly, queer perspective suggests sexuality
encompassing reality but one that intersects with and through other social,
economic, and cultural and identities. At the same time, a
practices queer
notion of sexuality enables migration research to go beyond normative and
universalized family patterns and biological rationales. I have argued that the
crises around laborers do not have to center on nuclear and
migrant biological
family bonds nor to firmly ground caring and maternal love in biologically
women. The rather in the section
reproducing provocative questions preceding
were meant to
disentangle parenting and affect from biologically deterministic
notions of male and female.
The growing importance of the Internet, sex tourism, and other global cultural
flows showcases the influence on people's imagination about the rest of the
world beyond their immediate locality, thus expanding the terms of their
of integration
longings and desires. A queer perspective complicates conceptions
or assimilation particularly when citizenship and alien status are marked by
racialized, classed, sexualized, and gendered images of specificmigrant groups.
For who are as deviant,
example, figures portrayed simultaneously sexually
areMiddle Eastern or South Asian males
gendered, foreign, and dangerous
of a certain who after 11, 2001, were seen to be
age range September part
of a profile that is labeled as "terrorist" and, as such, unable to be incorporated
into the idea of nationhood and patriotism (Puar and Rai, 2002).
These aforementioned ideas are already part of the new emerging works
in the field, and scholars are beginning to heed the call for critical analysis that
includes as of migration research, new
sexuality part thereby charting pro
vocative theoretical and conceptual terrains and resulting in relevant empirical
research and interventions. all these a lot more work
Despite accomplishments,
remains to be done. Researchers should remain vigilant in guarding against the
reification of the heteronormative and be active in opening new and alternative
ways of understanding sexuality and gender inmigration studies.
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MOBILE MASCULINITIES:
AMRITA PANDE
University of Cape Town, South Africa
In this ethnography of Bangladeshi men living and working in South Africa, I draw on the
intersection of three sets of literatures—masculinities studies, mobility studies, and the
emerging body of work on migrant masculinities— to argue that migrant mobility shapes
and is shaped by relational performances of racialized masculinities. I analyze three par-
ticular moments of such “mobile masculinities.” The first is in the home country wherein
migration is seen as a mandatory rite of passage into manhood. The second moment is in
transit, where the relational masculinity of migrant men and “traffickers” (men who
smuggle migrants across borders) is performed and (re)made. The final moment is in
South Africa, wherein we observe two contrasting forms of masculinities: hyper masculin-
ity (the idealization of violence and misogyny) and Ummah masculinity (the immersion in
God and Islamic Ummah). Both kinds of masculinity in the final moment are attempts by
the migrants to recuperate masculinity within a situation of extreme powerlessness. This
article invokes the need for mobility research within gender studies, and an attention to a
complex, processual construction of identities wherein gender, race, and other differences
define the identities of migrants but also the discourses and narratives of masculinities.
AUTHOR’S NOTE: This work is based on the research supported in part by the National
Research Foundation of South Africa (Grant Number 103712) and in part by a research
grant provided by the University of Cape Town, South Africa. I am grateful to the
Bangladeshi men who made me a part of their turbulent lives in Cape Town. Correspondence
concerning this article should be directed to Amrita Pande, University of Cape Town,
Cape Town, South Africa; e-mail: amrita.pande@uct.ac.za.
GENDER & SOCIETY, Vol 31 No. 3, June, 2017 383–406
DOI: 10.1177/0891243217702825
© 2017 by The Author(s)
384 GENDER & SOCIETY/June 2017
Racialized Masculinities
An analysis of Bangladeshi men’s migration experiences must take
racialized masculinities into account. The hyper awareness of the nega-
tive images around black males has pathologized racialized and black
386 GENDER & SOCIETY/June 2017
Mobile Masculinities
The new mobilities paradigm is a “movement-driven” social science,
whereby motion is treated not as a rupture or anomaly but as fundamen-
tal to social and personal identity (Jensen 2013; Sheller and Urry 2006).
Such an approach requires us to pay close attention to the journey, to the
fluid and the fleeting. Migration, then, becomes a pivotal node for under-
standing how “worlds (and sense) are made in and through movement
and motion” (Büscher and Urry 2009, 100). Scholars of migration often
discuss the decision to move in terms of “push and pull” debates—the
political-economic conditions forcing one to leave and/or the appeal of
the destination country. But decisions to migrate are not simply a matter
of rational calculation of costs and benefits; they are shaped by a “knotty
set of gendered cultural considerations” (Broughton 2008, 569). The
emerging research on men and masculinities, for instance, has high-
lighted that, on the one hand, notions of masculinity shape the decision
to migrate, and, on the other hand, the migration process itself affects
men’s identity. Migration sustains the male breadwinner regime and is a
source of masculine pride (Monsutti 2007; Osella and Osella 2000;
Sayad 1999). At the same time, depending on the nature and context, the
process of migration is often also the migrant’s first experience of
388 GENDER & SOCIETY/June 2017
METHODS
histories in spaza shops, since none of the respondents had much free
time. These conversations, usually over copious cups of tea and sweet
biscuits, lasted between 45 minutes and 3 hours at a stretch but were
often interrupted, for example, when customers walked into the shops.
By the second month of my research, I had become familiar with the
workings of the shops and helped out with accounts and housekeeping.
Customers often assumed I was a wife or sister from Bangladesh and
automatically included me in their daily chitchats with the men in the
store. The actual space for leisure and work remains the same for many
migrants, who often live in rooms attached to the store. But the shop
floor becomes a space of leisure once the shutters are pulled down. I
shared many meals with the migrant workers during these late hours.
While the formal oral histories were recorded, I also took extensive
field notes of the times spent participating in their everyday lives.
Despite the relative ease with which I was accepted as an “insider,”
being the only female in an all-male space was challenging and some-
times even uncomfortable. Most of the respondents admitted that they
missed their wives, girlfriends, or just any female companionship. My
married status made me a “sister” or a boudi (sister-in-law), and in
some sense normalized my presence in an all-male space. Yet, I was
always aware of the skewed nature of our relationship: while I was
treating this interaction as transient and a research project, the respond-
ents wanted this to be a lasting relationship. All the respondents waited
eagerly for my arrival and were reluctant to let me leave at the end of
the day. Late night instant messages and phone calls have become a
norm and all the respondents regularly take my advice on matters rang-
ing from intimate “love trouble” to the more frequent visa or “paper
trouble.”
I allowed respondents to direct the course of events in their oral histo-
ries as well as the conversation. Conscious of what has been labeled
“mobile methods” whereby researchers track their respondents in various
creative ways to keep pace with the “fluid disorder and disembeddedness”
of lives in transition (Büscher and Urry 2009, 103), I often encouraged
them to recount their journey with the aid of maps, sketches, photographs,
letters, notes, and souvenirs. In many cases, oral histories were inter-
spersed with video and audio clips (on their phones) from the journey, and
from their homes and with role-playing of many of the characters encoun-
tered during the journey. Although not all of these became data, these
tools facilitated the testimonies and my ethnographic understanding of
these critical moments. I used a grounded theory approach and used open
Pande / MOBILE MASCULINITIES 391
Within migration studies there seems to be a move away from the sim-
ple dichotomy of “push and pull” migration theory, and toward a more
complex and overlapping perspective on motivation, mobility, and flows of
people across borders (Appadurai 1990; Castles 2011). The narratives of
migrants in this article indicate such a complexity. Most of the respondents
chose South Africa by default; it was not a destination of choice for any of
them. Some respondents chose South Africa as a last option after their
applications to Europe, North America, and the Middle East failed and for
others, brokers (i.e., Bangladeshi middlemen who make all travel arrange-
ments for the migrating men) made the decision. None of the respondents
had encountered a returnee from South Africa or the continent of Africa.
Yet, the fuzzy image of a prosperous “bidesh” (foreign land), most often
associated with the United Kingdom as a glamorous place with all its
whiteness, novelty, affluence, and power was often connected to South
Africa.3
Moreover, a critical gendered moment revealed in the oral histories is at
this premigration stage. An example is the story of Abir, 23 years old and
“one-in-the-middle” of his brothers. His elder brother is a college drop-out,
and overall a “good for nothing.” Abir’s father, a government officer, tried
to get his elder son to mend his ways by buying him a shop and then getting
him married. Both ventures failed. With the money invested in the shop, at
the age of 15 Abir had to leave the madrassa (Arabic for an educational
institution, commonly used to refer to a school for religious instruction in
the Islamic world) and had to run it. Abir explained that his life trajectory
was deeply impacted by the many failures of his elder brother, especially
his failure to perform expected masculinity:
Now, Abbu (father) knew that dada (Bengali word for elder brother) was
not man enough to migrate. Dada is too heart-heavy, head-weak and is
utterly in love with his first-born. But still Abbu sent him abroad to
392 GENDER & SOCIETY/June 2017
Malaysia, so that he could do something with his life. He lived there for
three years but he couldn’t do anything. Nothing at all. So when he returned
after three years without a single rupee, Abbu said to me, “OK you take
over. One of my sons has to. What will others say?” . . . So I went to the
broker and started the visa process. [Emphasis added.]
Abir’s brother was not “man enough” to be a migrant so Abir had to fill
his place as the dutiful, and presumably, manly second-born son. Ashik,
32, and the only son of an army hawaldar (a low-ranked army officer),
had a different migration trajectory, but his story echoed a similar nar-
rative. For Ashik, migration is a mandatory ritual imposed by elders in
the family:
Mithun, 47, is the eldest in the family and the last in his family to migrate.
His migration trajectory was also closely linked to the failure of his two
brothers. Mithun explained,
When I was 13 my Abbu, the eldest son in his family, got a chance to go to
Kuwait. So I kept our sweet shop going. By the time it was time for my
Abbu to return, I was 20, our business was not doing well and we were
much in debt. I was always worried, about the business, about how I would
explain all the spending to my father, worried about the household—chinta
chinta chinta [worry worry worry]. But then I realized where our family
had gone wrong, none of us brothers had gone out [abroad]. Everywhere in
Sylhet you look, the boys, at least one or maybe even two of the sons, are
abroad. That is the way for boys. . . . So somehow I managed to save up and
sent my younger brother to Singapore. Now he had gone there on a tourist
visa but got caught by the police. So he returns home, but with no savings,
no gifts nothing and our money matters are not solved. What face were we
to show to our neighbors? So now we decided to send the middle brother
Pande / MOBILE MASCULINITIES 393
to Dubai. But he continued to work for two years, but no savings. This is
when I said, “What do I do?” So I approached the broker for a visa.
[Emphasis added.]
For Mithun, Abir, and Ashik, migration was a mandatory ritual for boys
and a duty to be fulfilled by a son. But this ritual is not merely about being
the breadwinner for the family. Much like marriage and the birth of sons
for men means the symbolic entrance into adult life, entering bidesh
becomes a way to reassert normative expectations about masculinity as
the ability to aspire towards a better life and take risks. Migration also
becomes mandatory, in part, to “save face” in the community and neigh-
borhood. “What will others say” and “What face were we to show to our
neighbors?” are the typical motivations given, urging men to migrate even
when there is little economic desperation. While a rite of manhood, it is
poignant to consider how this journey is one of precarity and vulnerabil-
ity, starting with their journey from Bangladesh to South Africa.
I had paid a Bangladeshi broker around 8.5 lakhs Taka (USD $10,000) and
he had said I would take a straight flight to Africa. But then started the real
journey—journey of lies. The first stop was someplace in India. No one told
me the name. Here I was in transit for 13 hours . . . hungry and confused. I
had some trouble with authorities but I somehow managed to convince them
that I am going to meet my uncle in Kenya. There at least I was with men
who looked like me, I felt somewhat okay. Nairobi was a short layover, all
I remember doing was running. [Then] from Nairobi to Maputo. At Maputo,
a Pakistani broker received me and I had to pay him USD $1,000 for getting
me past authorities. On the other side, a kalia [a derogatory term for a black
African man] met me who took 21 of us —16 Bangladeshis and 5
Pakistanis—to his house. There was no food or water there and if we asked
for water, he just laughed and called us names, “Stop crying like a woman,
eh wosa eh manzy [pejorative Swahili slang for homosexual or effeminate
men].” To the kalia, we were like nothing, nothing. I remember just trem-
bling, and crying, yes, [he adds almost defensively] I cried. From there they
stuffed 21 of us in the back seat of a car. Imagine, instead of 3 they stuffed
21 of us—pretty much all bodies stacked on top of one another. After a few
hours’ drive, two of the Pakistanis started having trouble breathing and fell
sick. We requested the kalia in front to let us get a breath of air but he just
turned around and slapped us on the head and called us manzy manzy. Just
dhaam [whack]—no word [he] just hits out!
Abdul recalled the extreme physical discomfort and mental trauma of the
journey, and also the nonchalance and brutality of the traffickers. He
described the uncertainty and mundanity of their violence as a feeling of
being sexually violated:
These new kalia started demanding USD $20 per head from us but most of
us had nothing left ‘til then. So they started searching us. They frisked us
the way not even a policeman would, undressed us completely and took
away whatever they liked – watches, mobiles, jackets, shoes. And they
laughed as they left us shivering with almost no clothes on! And instead of
helping us cross the border and taking us to a city, they just abandoned us
at the border with another set of border-crossers. Again, kalia—a group
now. They wanted some payment as well. But by now we had nothing,
nothing but some clothes that we had managed to keep from the others.
They took away even a pair of pants I had from the football team I used to
play for in Bangladesh, they even took that. It is like [he hesitates] we were
being raped again and again and again.
Pande / MOBILE MASCULINITIES 395
Apart from the violence of the journey and the effect it had on Abdul,
there are two important allusions in his recollections. One is the emphasis
on the “blackness” of all the African traffickers in his narrative, the figure
of the “kalia.”4 The other is the traffickers’ construction of Bangladeshi
migrant men as effeminate. The hypermasculinity of captors and the
demasculinization of captives are particularly striking. For instance, while
kalia is a racist slur used by the captive for their captors, manzy, msenge,
and shoga were common pejorative Swahili slang terms for homosexual
or effeminate men. These are labels used by the captors to demean the
migrants, especially South Asian men. In Abdul’s narrative, traffickers of
different nationalities appeared at every stage of the journey: some were
Indian, some Bangladeshi, some Pakistani, and some African. But while
the brokers in South Asia were of a familiar race, the black masculinity of
the traffickers he encountered in Africa was so unfamiliar that it even
“smelt dangerous”:
It was basically kalia after kalia making us cross all the borders. Men of a
kind I had never seen. They were bigger and stronger than any human.
Everyone had to listen to them. They even smelt dangerous.
Much like Abdul recalled the chant of homophobic slurs that were
often accompanied by physical violence, others recalled the overpowering
physical strength of their captors and their constant homophobic jeers.
During a role-play exercise as part of his oral history narrative, Abir
recalled with part terror and part awe the last leg of his journey, which was
with a black African trafficker. Despite the similar brutal treatment he
faced at the Dhaka airport in the hands of other Bangladeshi men, it was
the black African man and his natural strength that Abir chose to enact. He
explained:
The kalua are different, they are just like in the movies. [He laughs
embarrassedly.] The rest of these people [South Asian brokers] are
doing it because they are corrupt. But these kalua are there because they
are made for this. Now this man I remember the most, he was so big, he
just parted the trees as we walked. There we were, in the middle of the
night, in the mountains and in front of us were the border security with
guns guarding the border to Zimbabwe! If they had seen us they would
have shot us down. It was dawn, but not yet light. The kalua was right
in front showing us the way. He was not just a broker, he was a “border-
crosser” and you could see why—he was made for the jungle! He made
us walk up and down mountains. There were such big thorns that it
396 GENDER & SOCIETY/June 2017
made holes in our jackets and shoes. We saw skulls of lions, deer, buf-
falo. We were petrified, we knew there were lions around. The kalua
showing us the way had a gun and he said he could shoot us if we made
a noise but he would shoot out if we saw a wild animal. We reached a
river with water to our knee. This man said, jeering at us, “Many like
you have been eaten by crocs in that river.” You know, he was laughing
when he was saying this. His big head, his laugh—ooi. I get nightmares
of that even now.
Listen let me tell you, I am not a weak one myself. But these men [African
traffickers] are something else, you know. The situation—this not knowing
what they will do next, where you will be next—it takes away all your
strength. And these [African traffickers] are pork eaters, beef eaters, meat
eaters, strong, very strong. What are we in front of them? They are the
kings, they run this show. You start realizing very soon that this is not your
gram [village], and I am not the tiger of my village anymore. [Emphasis
added.]
As migrant men crossed borders and interacted with the traffickers, the
kalia was recognized as “the king of the show.” The African captor,
with his sense of control and authority, severely eroded the migrant’s
own sense of manhood. The migrant no longer claimed to be “the tiger
of his village” but instead was reduced to an effeminate, sexualized
other. Sexuality emerged as an underlying theme in much of the
mobile masculinities being negotiated and forged. It emerged in the
homophobic and misogynistic labeling of migrant captives by the traf-
fickers. It reemerged in the performances of protest masculinities in
the host country—either in the performances of violent and/or sexual-
ized hypermasculinities or its complete contrast in celibate celebration
of God.
Pande / MOBILE MASCULINITIES 397
Hyper Masculinity
One strategy for recuperating the masculinity lost in transit is to
embody different forms of hyper masculinity—an exaggerated, highly
visible, and violent masculinity. Thirteen of the 23 respondents performed
versions of such hyper masculinity, often characterized by the celebration
of violence and misogyny. Shamim, 21, was not new to violence and had
spent two months in prison at the age of 15 for abetting a politically moti-
vated murder. Yet, it was South Africa, he argued, that taught him that
violence is celebrated and, even, respected:
I have been in jail for two months. Not a separate jail [for juvenile offend-
ers], it was with all other hard-core criminals. In Bangladesh if you are
above 10, you will be sent to the same prison. So I have seen it all, you
know, even before I turned 16. Guns, knives, fists and blood. But here, it is
different. Back home, all this is punished, you don’t earn respect by being
in prison. But here, gun talks, knives talk, you are a man if you can stab the
one next to you and walk away smiling. Look at him [he points at a
Nigerian customer], you think he got here by praying in a mosque. No. He
398 GENDER & SOCIETY/June 2017
killed many, and now he is wearing that gold necklace. And he is now talk-
ing to you glibly in English and you are smiling at him.
Shamim described his “gang” of three Bangladeshi friends, and their vio-
lent rituals.
I keep a bludgeon under the counter, and Abid keeps a dagger under his
shirt. [He shows me the bludgeon.] I have used it, don’t you worry. And I
keep it with me. Not because I am scared of being mugged or anything, but
because that’s how it is. They [Black African men] speak with their knives.
Now that I am here, I speak their talk.
The problem here is lack of time. There is no Sunday even. I can make
many girlfriends but how will I find any time to give to them. Also I have
no place to take her. I earn ZAR 3000 [USD $250], with that I can’t rent a
house. So we prefer to just save some money and live in shared apartments,
often at the back of the shop. So where do I bring any respectable girl? I
have learnt the hard way, no woman would want me, you know, I have no
money, no time, no energy to show her the good times.
Here these men do it differently; they don’t have religious beliefs like us
Muslims. I know we do a lot of things as migrants, as men of our age our
Pande / MOBILE MASCULINITIES 399
body makes many demands, which Islam will not want us to—kintu praya-
jan aayan mane na [loosely translated to mean “but there is no morality in
desperation”]. I am Muslim and I realize what I do is haram. But I mean
how long can one stay hungry? It’s like that for all of us here. So now we
have learnt the way of these men here [gesturing at a Nigerian and a black
South African customer in his shop]. Here these kalia live big and girls
think they are big! So now even if there is no one person to love, we can
have many now, you know.
Here, it is like this . . . we all have to take turns to cook, clean and even
cook for others. Ma would have fainted if she saw her babu [boy] do this.
No, really, this is not how we [men] are meant to be. Look [he shows me
his hands], this is not from breaking any stones or anything, just the drudg-
ery of washing utensils and that too often other people’s utensils as well.
This is our everyday. . . . But these Saturday nights are something else.
These women [sex workers], they know their thing, they know how to
make you feel special. Now instead of taking turns to cook and clean like
an old ma, we take turns to [have sex], you know! When I am in bed with
her, however small the bed, however dirty she may be, I am [he pauses] I
am in charge. I can do what I please [with her].
Evenings and dinner times often involve the men sharing similar tales of
their adventures with various sex workers. Although the narrations are
filled with Bangla innuendos and jest, and it is sometimes hard to sepa-
rate fact from fiction, they are clear attempts at public display of sexual
prowess. An often-mentioned name is that of Hero, a Bangladeshi man
who has since migrated to California. Ashik and Rihat got introduced to
sex workers through Hero, a man with long black hair, who, according
to Rihat, “could beat any kalia hollow as far as ‘doing it’ with women
was concerned.” Over a late night chai, Rihat showed me his recent
photograph with friends including Hero, and recalled with apparent
glee:
Let me tell you how I met her [the first sex worker]. Remember I told you
about the boy with the long hair—Hero? He used to go partying on Long
400 GENDER & SOCIETY/June 2017
Street and pick all women he liked at clubs. And when he needs some,
[Rihat pauses and winks], “pleasure” from one of them, he calls them. So
one day he called her and brought her to our room and all the people ful-
filled their pleasure with her. Our Hero is no less than Shahrukh [a top
Bollywood star]. He beat all these kalia at “doing” women, you know.
Anyway, once that night happened and I wanted to have her for myself.
And when I did, you should have seen the rest of these men cry with jeal-
ousy. [Rihat winks and gives me a high five.]
Ummah Masculinity
Scholarship on Pakistani and Bangladeshi diaspora has highlighted the
role of Islamic Ummah (Hassan 2003). Ummah is a transnational supra-
geographical community of Muslims that transcends nationality and other
bases of community. Mosques, Jumma’h (Friday prayer), and the Ummah
take center stage for eight respondents in this study; however, these
become as much an avenue for finding alternative masculinities as for
practicing religion. Abdul defined Ummah as a community that is based
on an unrestricted and individual relationship to God. Yet he emphasized
a distinctive moral tone and celibacy as a key tenet for belonging to this
community. This celibacy, according to him, is what binds his community
together and keeps them separate from other Bangladeshi and African
men. He said:
out of wedlock. Men should respect their women and for women, their izzat
[honor] is the most important thing. That’s what I don’t understand about
the men here. And see, now even our boys from our own soil [nation] are
imitating them. It pains me. . . . I am not like them.
It’s about being a man, being Muslim, and being Bangladeshi, all together.
These men think they are strong and we are weak, but think about it. We
are six of us in my mosque, some married, some not. But we have retained
our (he searches for the right word] charitra [character], purushotta [manli-
ness], our manobauta [humanity] by sticking to the core values of Ummah.
We are also men, but we have restrained ourselves. This is what makes us
stronger than them.
Listen, do you know why your Sanskrit words Purushottam [Supreme God]
and purushotta [manliness] are of the same origin? Because only real men
can be close to the Supreme. What is the point of all this that these people
do [pointing at his colleagues in the shop]—knives and women and who
knows what else? I don’t need these things, and yet, you see me and you
decide who is the better man?
CONCLUSION
NOTES
1. This has been one reason cited for the rise in xenophobic violence in the
country, most brutally targeting migrants from the African continent but also
affecting migrants from South Asia (Huynh, Ragunanan, and Park 2011).
2. As per the University of Cape Town guidelines, this research received
approval from the departmental Human Research Ethics Committee.
3. Such blurring of boundaries between all land that is foreign can be gauged
by the label londoni used for all Bangladeshi emigrants, which derives from UK
being the first destination in Bangladeshi migration history (Puppa 2014)
4. In his work on South Asian Americans, Thangaraj (2010) expands on the
figure of the Kallu, a negative racial epithet. He argues that this term “reconfig-
ures race and racialization according to South Asian American sensibilities while
complicating the black-white racial binary” (384).
404 GENDER & SOCIETY/June 2017
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'We thank the organizers and the participants of the SSRC conference on transnational migra-
tion, which is the origin of this special issue of ZMR We especially thank Stephen Castles and
Aristide Zolberg for their extensive and inspiring discussions of the paper, as well as Peter van
der Veer, Rainer Baubock, Werner Schiffauer, Robert Smith, Ewa Morawska and JosC Casano-
va for their comments and critiques. Michael Bommes has read the manuscript and provided
thoughtful comments, for which we thank him. An extended version of this paper appeared
in Global Networks; a related paper appeared in Archives of European Sociology
ZWe owe the term to Herminio Martins (1 974:276), who mentioned it en passant in an arti-
cle on social theory. See also Smith (1983:26).
0 2003 by the Center for Migration Studies of New York. All rights reserved.
0 198-9183/03/3703.0143
eties; this is often combined with 2) naturalization, ie., taking for granted
that the boundaries of the nation-state delimit and define the unit of analy-
sis; 3) territorial limitation which confines the study of social processes to the
political and geographic boundaries of a particular nation-state. The three
variants may intersect and mutually reinforce each other, forming a coherent
epistemic structure, a self-reinforcing way of looking at and describing the
social world. The three variants are more or less prominent in different fields
of inquiry. Ignoring is the dominant modus of methodological nationalism in
grand theory; naturalization of “normal” empirical social science; territorial
limitation of the study of nationalism and state building.
In the first variant of methodological nationalism, ignoring, the power
of nationalism and the prevalence of the nation-state model as the universal
form of political organization are neither problematized nor made objects of
study in their own right. This variant has marked especially the sociological
tradition of social theory. As a host of scholars have argued repeatedly, the
classic theory of modernity has a blind spot when it comes to understanding
the rise of nation-states as well as of nationalism and ethnicity (A. Smith,
1983; Esser, 1988; Guiberneau, 1997; Imhof, 1997; Thompson and Fevre,
2001). In the eyes of M a n , Durkheim, Weber and Parsons, the growing dif-
ferentiation, rationalization and modernization of society gradually reduced
the importance of ethnic and national sentiments. Most classic grand theory
was constructed as a series of socio-structural types (from feudalism through
capitalism to communism, from Gemeinschaft to Gesellschafi, organic to
mechanic solidarity, traditional to modern society, etc.). Nationalism was
attributed to middle stages in the continuum of social evolution, a transitory
phenomenon on the way to the fully modern, rationalized and individualized
class society based on achievement (see A. Smith, 1983; Guiberneau, 1997;
Weber, 1895).
The failure of social theory until the 1980s to address the significance
and sources of nationalism in the modern world in part can be attributed to
the disciplinary division of labor that was established at the beginning of the
twentieth century (Wimmer, 1999). The study of the rise of nationalism and
the nation-state, of ethnonational wars of nineteenth- and early-twentieth-
century Europe was relegated to history? Anthropology, and, later, modern-
3There are a few exceptions, such as a small essay by Durkheim written immediately after
World War I. French and German social scientists have pointed to the blind spot in their
respective literatures (see Hondrich, 1992; Radtke, 1996; Taguieff, 1991:46). In the Anglo-
Saxon worid, the early works on nationalism of historical socioiogists such as Deutsch,
Kedouri, Gellner and Smith had little impact until recently on mainstream social theory.
METHODOLOGICAL THE SOCIAL SCIENCES, AND THE STUDY OF MIGRATION
NATIONALISM, 579
ization and development theory in political science took on the study of com-
munal identities and nation building processes outside of Europe and the
United States. Sociology focused its attention to the study of modern indus-
trial nations and defined the limits of society as coterminous with the nation-
state, rarely questioning the nationalist ideology embedded in such a found-
ing assumption.
Thus, even the most sophisticated theorizing about the modern condi-
tion accepted as a given that nationalist forms of inclusion and exclusion bind
modern societies together (Berlin, 1998). Nation-state principles were so rou-
tinely structured into the foundational assumptions of theory that they van-
ished from sight. Whether Parsons and Merton or Bourdieu, Habermas and
Luhmann: none of these authors discusses in any systematic fashion the
national framing of states and societies in the modern age. Interestingly
enough, such nation-blind theories of modernity were formulated in an envi-
ronment of rapidly nationalizing societies and states - sometimes, as was the
case with Max Weber and Emile Durkheim, on the eve or in the aftermath of
nationalist wars that profoundly structured the course that the modern pro-
ject has taken in the West.
Empirically oriented social science has displayed what can be under-
stood as a second variant of methodological nationalism, naturalization. They
have systematically taken for granted nationally bounded societies as the nat-
ural unit of analysis. Naturalization produced the container model of society
that encompasses a culture, a polity, an economy and a bounded social group
(4Taylor, 1996). To cast this in an image borrowed from Giddens (1995),
the web of social life was spun within the container of the national society,
and everything extending over its borders was cut off analytically. Assuming
that processes within nation-state boundaries were different from those out-
side, the social sciences left no room for transnational and global processes
that connected national territories.
Naturalization owes its force to the compartmentalization of the social
science project into different “national” academic fields, a process strongly
influenced not only by nationalist thinking itself, but also by the institutions
of the nation-state organizing and channeling social science thinking in uni-
versities, research institutions and government think tanks. The major
research programs of funding bodies address the solution of national prob-
lems in economics, politics, and social services. In most states, universities are
linked to national ministries of education that favor research and teaching on
issues of “national relevance.” Add to this the fact that almost all statistics and
580 INTERNATIONAL MIGRATION REVIEW
4Thus, with few exceptions, such as Snyder‘s (2000) recent book or an essay by the Georgian
philosopher Ghia Nodia (1992), it is only during the last decade that the blinders of rnethod-
ological nationalism have been overcome by going beyond the dichotomy between state and
nation without falling into the trap of naturalizing the nation-state (Mann, 1993; Breuilly,
1993; Wirnmer, 1996, 2002).
582 INTERNATIONAL. MIGRATION
REVIEW
eates the homeland of the citizenry, defines the borderline between social
order and disorder, and distinguishes between the national home and the
wilderness of the foreign. Nationalists thus make a fetish of national territo-
ry, a sanctuary that deserves to be defended with the blood of the people.5
It is easy to see the parallels between a nationalist vision of the social
world and the container model of society that had developed in the social sci-
ences and became dominant after World War 11. The translation is almost one
to one: The citizenry is mirrored in the concept of a national legal system, the
sovereign in the political system, the nation in the cultural system and the sol-
idary group in the social system, all boundaries being congruent and togeth-
er defining the skin holding together the body of society. Borrowing from the
image of the stability of the body, the idea of functional integration, so
prominent in standard social science thinking up to the 1980s, paralleled the
nationalist fusion of four notions of peoplehood into one national corpus.
What the “People” is for nationalists, the “Society” is for postwar social sci-
entists.
It should by now become clear why both for nation builders and for
social scientists migrants became an object of special attention and inquiry.
For both, immigrants must appear as antinomies to an orderly working of
state and society, even in societies where past immigration constitutes the
foundation myth of the nation. In the first place, immigrants destroy the iso-
morphism between people, sovereign and citizenry. Immigrants are perceived
as foreigners to the community of shared loyalty towards the state and shared
rights guaranteed by that state. In recent years, and with a renewed intensity
that has increased after September 1I , 200 I, social science research has been
interested in the political activity and loyalty of immigrants, a theme which
parallels the nation-state’s interest in the supervision, limitation and control
of the immigrant population.
Second, immigrants destroy the isomorphism between people and
nation. They appear as spots on the pure colors of the national fabric, remind-
ing nationalist state builders and social scientists alike of the ethnic minori-
ties that have been “absorbed into the national body through the politics of
forced assimilation and benevolent integration. Immigrants thus represented
a renewed challenge to the nation building project and point to the fragility
5The shift to territorially fixed boundaries coincides with the establishment of centralized
kingdoms, thus preceding the nationalization of modern states (cf Guernte, 1986). However,
the establishment of frontier posts, the physical demarcation of frontiers and the sacralization
of the national territory are all linked to the emergence of nation-states (Nordman, 1996).
584 INTERNATIONALMIGRATION
REVIEW
of its achievements - especially in places where the nation had never been
imagined as plural and itself constituted of former immigrants.
It is this logic which has induced generations of migration studies to
measure and scrutinize the cultural differences between immigrants and
nationals and to describe pathways of assimilation into the national group; in
short, to deliver a description of the mechanics of a successful nation-making
process ( 4 Favell, forthcoming b) . The taken-for-granted assumptions of
methodological nationalism preclude problematizing or researching the class
and cultural diversity within the reference group of the national community
(4Waldinger, 2000).
The different postwar theories of immigrant integration - from the
Chicago school’s assimilationism through multiculturalism to contemporary
neo-assimilationism - all presuppose that the relevant entities to be related are
a nation-state society on the one hand and immigrants coming from outside
this nation-state society on the other. Integration is always thought of as
being established, less problematic, less fragile among those belonging to the
national people.
Third, immigrants destroy the isomorphism between people and group
of solidarity. They are not meant to be part of the system of social security
that the national community has developed in New Deals and Beveridge
Plans, because they come “from outside” into the national space of solidarity.
O n the other hand, they cannot be completely excluded from the emerging
welfare systems, because these are historically and institutionally tied to the
work process for which many immigrants were recruited (4Bommes and
Halfmann, 1994). Due to this tension, immigrants’ integration into the wel-
fare systems had a touch of illegitimacy and abuse. A whole branch of post-
war immigration studies has, especially in Europe, studied the implications of
immigration for national welfare systems, analyzed immigrant unemploy-
ment, traced the dynamics of slum development and ghettoization, tried to
understand the culture of poverty in which immigrants were thought of as
being trapped. In quantitative studies, following the logic of methodological
nationalism, immigrants usually have been compared to “national means” of
income, of children per family, of percentages of unemployment and welfare
dependence, taking for granted that this would be the adequate unit of com-
parison (cfvertovec’s [ 19991 review of studies on “social cohesion”). They are
rarely compared to sectors of a national population which they resemble in
terms of income or education. However, when such comparisons are made,
immigrants often do better than the nonimmigrant population (4Rumbaut
NATIONALISM, THE SOCIAL SCIENCFS, AND THE STUDY OF MIGRATION585
METHODOLOGIW
and Cornelius, 1995 for the United States; Bolzmann e t a l , 2000 for Switzer-
land).
Fourth, in the eyes of nation-state builders and social scientists alike,
every move across national frontiers becomes an exception to the rule of
sedentariness within the boundaries of the nation-state. A major branch of
postwar migration studies and a whole series of specialized research institutes
have developed analyzing such cross-border movements, the push-and-pull
mechanisms driving them, the networks of chain migration sustaining them,
the role of social and cultural capital in limiting and directing them. Only the
migration of noncitizens is in the focus of chis body of literature, not the
“return” migration of co-nationals traced across several centuries, such as the
Aussiedler (usually translated as ethnic Germans) in Germany. And only
cross-national migration is the object of migration studies. “Internal” migra-
tion of citizens from one city to another, from deindustrializing areas to
booming metropolises, is not considered a problem deserving special atten-
tion and either goes completely unnoticed or is seen as a part of the study of
urbanization processes and thus dealt with in academic fields separated from
migration studies. Cross-border migration, by contrast, appears as an anom-
aly, a problematic exception to the rule of people staying where they
“belong,” that is, in “their” nation-state. Postwar migration studies thus nat-
uralized this belonging, moving it into the background of social science rea-
soning and transforming it into one of its nonquestionable axioms.
1882. For a certain period, Germany, which contained within its borders land
that had been part of an earlier Polish state, tightly controlled and supervised
the movement of Polish speakers, but not of Italians and other immigrants.
In general, however, this was a period when not even passports and entry doc-
uments were required. Most European countries abolished the passport and
visa systems they had installed in the first half of the nineteenth century after
France took the lead in eliminating such barriers to the free movement of
labor in 1861 (Torpey, 2000). Some states tried to keep workers from leav-
ing, fearing labor shortages, but these efforts were relatively ineffective.
Switzerland, France, England, Germany, the United States, Brazil and
Argentina built industrialized economies with the help of billions of labor
migrants who worked in factories, fields, mills and mines.
Workers migrated into regions in which there was industrial develop-
ment and returned home or went elsewhere when times were bad. Many
maintained their home ties, sent money home to buy land, and supported
home areas with remittances. At the same time, at the beginning of this peri-
od it was still easy for migrants to gain citizenship even in Germany. This easy
access to citizenship reflected the fact that the term “the people” was still basi-
cally defined in terms of shared citizenship rights - the people as nation and
as a group of mutual solidarity were important only in the coming period of
nation-state building. Mirroring the lack of barriers to migration and the
open citizenship regimes, E. G. Ravenstein (1889), in the first systematic
analysis of migration, did not differentiate analytically between internal and
international migration. Instead, Ravenstein treated all movements of people
across the terrain as part of a single phenomenon, largely determined by the
distribution of economic opportunities over physical space. He found that
international migration followed the same “laws” as internal migration, main-
taining that in all cases migration consisted of movements from country to
town and from poorer to richer areas (Ravenstein, 1889:286)
Yet the nation-state building that emerged within this period of global-
ization eventually fostered conceptualizations of “the people” that would dra-
matically affect migration and alter the way in which social scientists thought
about migration. An “ethnic” and/or “racial” concept began to replace the
“civic” approach to peoplehood, initially articulated by Enlightenment philoso-
phers and concretized in the course of the U.S., French and Haitian revolu-
tions. “The people” began to mean a nation united by common ancestry and a
shared homeland, no matter where its members might have wandered. This
concept of people gave each nation its own national character, its peculiar
588 INTERNATIONAL REVIEW
MIGRATION
nature and homeland, and a claim to a place in the sun. This nationalized view
of the people developed within a growing competition for political pre-emi-
nence in Europe. National chauvinisms and racisms legitimated both the colo-
nial empire building of the period and the culmination of this competition in
World War I. It was in the context of this competition and of the salience of
ideas about nation and race that nation-state builders, including elites, political
leaders, state officials and intellectuals, initiated systematic efforts to erase, deny
or homogenize the internal cultural and national diversity that existed within
all of the industrializing states of Europe and the Americas.
In this paper we are particularly concerned with the role of the social
sciences in this reconceptualization. The social sciences emerged as distinct
intellectual enterprises during this period and were both shaped by and con-
tributed to the transformation of concepts of nation and immigrant. In the
transition from civic to nationalized concepts of the people, folklore studies
in Europe and anthropology in both Europe and the United States played a
crucial role. Increasingly, nations were seen as organic wholes, nourished by
the pure lore, tradition or rural virtue of the peasant, yeoman or farmers.
Ideas about nation as races based on blood were popularized globally, enter-
ing into the nation-state building projects and imperial ideologies used to
legitimate colonial expansion (Dikotter, 1997). Meanwhile, sociology devel-
oped those grand schemes of progress - from tradition to modernity, com-
munity to society - that made the national framing of these epochal trans-
formations invisible.
Distinctions drawn between natives and colonizers or between immi-
grants and natives served to homogenize and valorize the national culture of
the colonizing country and popularize the notion that it was a unitary and
bounded society, distinguishable from the subordinated peoples by a racial
divide (Hall, McClelland and Rendall, 2000; Gilroy, 1991; Glick Schiller,
1999a, b; Lebovics, 1992; Rafael, 1995; Stoler, 1989). Nation-state building
in France, England and even the United States (as it took on colonies and
began to police the Caribbean) was shaped by distinctions popularized from
social science. As nationalist concepts of people and society took hold, the
conception of immigrants began to change. By the turn of the century, while
the flow of migration generally remained unrestricted, migrants began to be
conceptualized as continuing to have memberships in their ancestral home-
lands. Many actors contributed to popularizing this idea, and it was in many
ways only the other side of the conceptualization of the world as divided up
into peoples, each made up of a national citizenry and sovereign. The pres-
METHODOLOGICAL THE SOCIAL SCIENCES, AND T H E STUDY OF MIGRATION
NATIONALISM, 589
ence of non-national citizens thus became a major risk for national sover-
eignty and security.
O n the other hand, and again conforming to the newly nationalized
notion of peoplehood, emigrant-sending states, including Italy and Austro-
Hungary, started to see their emigrants as still members of their home coun-
tries and expected them to return (Cinel, 1982; Harrington, 1982; Wyman,
1993). Remittances from abroad were understood to be a significant part of
the economies of many regions. Emigrant-sending states established institu-
tions to protect emigrants as well as police them. Areas of Europe in which
nationalist struggles percolated dispersed political exiles, who continued to
wage their struggles transnationally. In exile these leaders saw the dispersed
workers of their region as compatriots and sought to engender within them
nationalist identities and emotions through meetings, newspapers, and reli-
gious and fraternal organizations. Emigrant workers who moved back and
forth between home regions and countries of immigration both within
Europe and across the Atlantic to the Americas began to become engaged in
these nation-state building projects in their homelands. Both European and
Asian immigrants began to believe that the degree of respect they would be
accorded abroad would be increased if the power and prestige of their moth-
erland increased, and many became fervent nationalists (Cinel, 1982; Kwong,
1987).
All these transnational political activities and engagements seemed to
justify the fears of nationalizing states that immigrants undermined the sta-
bility and territorial boundedness of the nation. By the end of this first peri-
od, immigrants had come to be seen as politically dangerous and nationally
or racially fundamentally different others whose presence endangered the iso-
morphism between citizenry, sovereign and state. Meanwhile, in Europe,
political leaders who faced the political repercussions of intensive industrial-
ization, the vast disparities between rich and poor exacerbated by processes of
globalization, and internationalist revolutionary workers movements fanned
the wave of distrust and hatred to non-nationals that exploded with the out-
break of the Great War.
part of national defenses of these newly nationalizing states. At the same time,
the warlike process of nation-state formation, with all its ethnic cleansings
and the mass denaturalizations it entailed, was (and still is) the major force
producing refugees who seek to cross borders in search of security and peace
(Zolberg, 1983; Sassen, 1999) - a paradox that constituted a major preoccu-
pation of Hanna Arendt's Tbe Origins of Totalitarianism (195 1).
The mass slaughtering in the name of national honor and independence
had given the idea of a national community of destiny an unprecedented plau-
sibility, making national affiliations a question of life and death not only in the
trenches but in the larger society as well. Distinguishing between friend and foe
on the basis of national background had become commonsense practice and
ideology. The success of the Russian Revolution fanned the surveillance of
migrants as potential threats to national security and reinforced the differentia-
tion between national and foreign ideas and ideologies. The political turbulence
of the times, in which the Great Depression was countered by revolutionary
politics with armed insurrection in Germany and the rise of Republican Spain,
contributed to the efforts by nationalist states to police borders and limit the
movements of political and labor activists.
Previous efforts at developing a system of migration control were revised
and developed into historically novel forms of border policing. It now became
necessary for a person to have a permit to enter a country and reside there, cre-
ating both the differentiation between nationals - who did not need such per-
mits - and foreigners, as well as between legal and illegal residents of states. The
power to issue permits became concentrated in the central government. In the
United States, this power strengthened the position of the federal government
and its role in the delineation of the nation from its enemies. In Europe, the
new regime of visas began to link the right to reside in a country with a work
permit, virtually defining a foreigner as a temporary worker. In short, an entire
central state apparatus of overseeing, limiting and controlling immigration was
institutionalized between the wars. Immigrants, by the logic of border control
and rising security concerns, were now natural enemies of the nation.
Meanwhile, the devastation of the war in Europe had disrupted the
transnational ties of family members abroad by impeding the sending of let-
ters, money and packages. As refugees fled from war zones in Europe and bor-
ders changed, many transmigrants living in the United States lost track of
their families, some permanently. The massive unemployment and poverty of
the Depression also made it difficult to send remittances. People thrown out
of work in the Americas returned to the homes they had been building in
METHODOLOGICAL
NATIONALISM,
THE SOCIAL SCIENCES, AND THE STUDY OF MIGRATION591
their regions of origin. At the same time, limits on immigration in the Unit-
ed States effectively halted the back and forth travel that had been a mainstay
of immigrant families, communities and nationalists before the war. Similar
developments occurred for migrants within Europe.
The brief period between World War I and World War I1 was a turning
point in the growth of methodological nationalism, and it is in this period
that the mainstream concept of immigration - as discussed in the previous
section - developed. The social sciences began to play an important role in
this conceptualization. The Chicago School of sociology elaborated the first
systematic approach to migration. Their models carried with them a series of
national values and norms about the way in which immigration was to be
understood. They established a view of each territorially based state as having
its own, stable population, contrasting them to migrants who were portrayed
as marginal men living in a liminal state, uprooted in one society and trans-
planted into another. They advocated assimilation, not by formulating plans
for societal intervention but by proposing a “race-relationscycle” in which the
process of acculturation and assimilation of immigrants occurred normally
and naturally in the course of several generations (Park, 1950). Their casual
use of the word race accepted the conflation of race and nation and placed
together southern and eastern European immigrants, Jewish immigrants, and
African Americans as all racially different from mainstream America,
although with different degrees of distance that would affect their rates of
assimilation. The movement of immigrants was counter-posed to the immi-
grant receiving state, whose society seemed fixed within a homogenous
national culture. The placing of African Americans with immigrants within
the race-relations cycle, portrayed them as outside of the nation, although
they had been part of the Americas since the period of conquest. This dis-
cursive move marked the nation as white and normalized the color line
(Williams, 1989; Lieberson, 1980).
Immigrants were now seen not only as a security risk, but also as
destroying the isomorphism between nation and people and thus a major
challenge to the ongoing nation building project, constantly forcing the
machinery of assimilation to absorb new waves of cultural heterogeneity. The
fact that nation-state building was an ongoing process and that the state con-
tained within its borders significant differences between classes, cultures, gen-
ders and regions became more difficult to perceive. National integration and
cultural homogeneity of the national society were taken as givens. While
seemingly ahistorical, these concepts were very much a product of the col-
592 INTERNATIONAL MIGRATION
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lapse of the globalized world during World War I and the Great Depression
of the 1930s. In fact, it seems to us that it was the reduced degree of global
economic integration during this period that prompted and facilitated the
qualitative leap in nation-state building and the emergence of the container
model in the social sciences that the Chicago School helped to propagate.
Social order contained within the nation-state became the taken-for-granted
premise of the new social science as well as of migration studies. Even the fact
that there had been a period of free labor migration within previous periods
of globalization was soon forgotten. As the new image of migration as threat-
ening social order became dominant, the social movements that had so read-
ily crossed borders and fueled political and intellectual life also faded first
from view and then from memory, including the internationalism of labor,
the first women’s movement, Pan-Africanism, and various forms of “long dis-
tance nationalism” (Gabaccia, 2000; Gilroy, 1993; Lemelle and Kelley, 1994;
Rodgers, 1998). In point of fact, the actual data produced by the Chicago
School and those influenced by this school demonstrated ongoing and sig-
nificant transnational familial, religious, economic and political ties of most
migrant populations. However, because their vision was limited by the con-
tainer model of society, all evidence of transnational connections was defined
as a transitory phenomenon that would disappear in the wake of a natural
process of assimilation.
ity was thought to require a national identity. The social sciences neither inves-
tigated nor problematized this assumption.
By recalling just briefly the Cold War context in which the social sci-
ences grew to maturity, we can gain some additional insights into the way
methodological nationalism of migration studies was shaped by this environ-
ment. In Europe, the competition with the Soviet Union spurred the devel-
opment of social democratic ideologies and a form of social welfare capital-
ism. The people now comprised not only a nation, citizenry and a sovereign,
but a group of solidarity as well. With the establishment of national welfare
states, the nationalist project reached its culmination and fulfillment. Mem-
bership in this group of solidarity was a privilege, and state boundaries
marked the limitation of access to these privileges ( c j Wimmer, 1998a).
In addition, Cold War tensions and suspicions called for an ever tighter
policing of borders and a careful investigation of the motives of all those seek-
ing to cross national borders. Immigration became ever more problematic. To
cross the Iron Curtain, one had to be a political refugee. In the West, only
those who fled communism were allocated the right to move and resettle per-
manently. Otherwise, the consensus held that national borders should limit
the flow of populations and serve as vessels within which national cultures
were contained and cultivated. Yet as industrial structures became reconsti-
tuted in the wake of war, and after depression and war had depopulated the
old continent, new demands for labor arose in Western Europe and the Unit-
ed States.
In this conjuncture, England, France and the Netherlands turned to
their own colonial populations, populations who had been educated to see
the colonial power as the motherland, and shared language and a system of
education with those motherlands. Germany sought to restrict and control
influxes of workers by the use of labor contracts that recruited guestworkers.
The United States used a bit of both strategies, utilizing its colonial Puerto
Rican populations and developing the Bracero Program of Mexican contract
labor. While seeming very different, both strategies provided for the needs of
industry while minimizing the challenge to the concept if not the practice of
national closure, naturalized and normalized by social science.
In the United States, despite massive efforts at assimilation, the previ-
ous waves of immigrants settled in urban areas maintained their national
identities, even if their cultural practices were increasingly similar to their
working class neighbors (Gans, 1982). These groups were designated “nation-
alities” in popular parlance, reflecting ideologies about national belonging of
594 INTERNATIONAL MIGRATION
REVIEW
now, it was an accepted response for nationals to blame foreigners for every-
thing, although the very identification of a territorially-based population with
a nation-state and with only one was a relatively new invention. The momen-
tum to stop migration as a solution to problems that were in fact of a systemic
nature took different forms in different locations and was implemented with
increasing severity in the course of twenty years, limited the citizenship rights
of former colonial populations and abruptly ended guestworker programs.
The rhetorics of zero immigration masked the fact that the door was left open
for continuing immigration of family members, highly skilled immigrants,
and persons categorized as political refugees. In point of fact, the rapid pace
of contemporary globalization, increased by the implementation of the eco-
nomic reforms in Russia and Eastern Europe after the end of the Cold War
and in Asia after the Asian economic crisis of the 1990s, increased the pace of
migration. Migration is now structured, perceived and discussed under dif-
ferent categorizations in different locations: refugee flows, family reunifica-
tion, the importation of skilled workers on special visas, contract domestic
labor, and illegals.
Social scientists’ theories of migration did not fundamentally alter until
the Cold War had ended and lifted some of the barriers of methodological
nationalism - parallel to the destruction of the Berlin wall. Scholars in a num-
ber of fields, together with political leaders and journalists, began to
announce that the world was becoming qualitatively different and applied the
term globalization to what they were observing, fascinated by various kinds
of flows of people, ideas, objects and capital across the territorial borders of
states.
In anthropology and cultural studies, the globalization fever led to what
we could call the “dissing” of previous paradigms. We heard about disjunc-
ture, dislocation, displacement, disengagement, disconnection, and the dis-
mantling of the old stabilities, knowledges, conventions and identities
(Appadurai, 1990, 1991, 1993; Featherstone, 1993; Rouse, 1991). Working
independently of each other on the east coast and west coast of the United
States, anthropologists and ethnographically inclined sociologists began to
posit that a new form of migration was beginning which they entitled
transnationalism (Glick Schiller and Fouron, 1991; Glick Schiller, Basch and
Blanc Szanton, 1992; Kearney, 1991; Rouse, 1992; Goldring, 1996; Guarni-
zo, 1997; Levitt, 1997). Later, mainstream sociology joined the trend and
forcefully contributed to its formulation and expansion (4Portes et al.,
1999). Even before the first statements about transnational migration had
596 INTERNATIONAL
MIGRATION
REVIEW
been formulated, new data describing the transnational ties among recent
migrants was presented, but methodological nationalism kept scholars from
fully appreciating and theorizing what they were seeing (Chaney, 1979; Gon-
zalez, 1988).
The first wave of transnational studies produced a set of problematic
assumptions. First, scholars tended to see communications technology -
computers, telephones, televisions, communication satellites and other elec-
tronic innovations - as the motor of change. Suddenly, we could all visually
experience the same war, the same concert, or the same commercial and share
the information age. The power of the new technology, combined with the
postmodern insistence on the stability of the past and the fluidity of the pre-
sent, led to a rather crude technological determinism strangely contrasting
with the otherwise constructivist impetus of much of this literature. This
impeded discussion of the broader social and economic forces past and pre-
sent, which had shaped the transnational ties that linked the globe together.
In addition, the impact of past technologies, which facilitated previous leaps
in global integration - including the steamship, the telegraph, telephone and
radio - were dismissed or forgotten.
Second, the first wave of transnational studies tended to speak of glob-
alization in terms of an epochal turn, characterizing the previous historical
period as one in which our units of analysis were bounded and people lived
within these bounded units of tribe, ethnic group and state. The past was sta-
tic, the present was fluid; the past contained homogenous cultures while now
we lived in a world of hybridity and complexity. Some scholars asserted that
the increase in transborder activity signaled the demise of the nation-state as
both a center of power and as a potent source of identity politics (Soysal,
1994; Kearney, 1991).
A second wave of global studies has emerged that addresses some of the
misconceptions of the first few years. We will mention three moments of this
transition. First, we now can acknowledge that globalization is not in itself a
new phenomenon (Wimmer, 2001; Went, 2000). Our analysis should hope-
fully have made clear that while there are significant changes in the world
since the end of the Cold War, we are at the same time also experiencing a
paradigm shift. We have been able to begin to analyze and discuss transna-
tional migration, diasporic identities, and long distance nationalism because
we have changed the lens through which we perceive the world, putting aside
some of the preconceptions of methodological nationalism. Raising questions
about how new globalization and transnationalism really are, this new, more
METHODOLOGICAL THE SOCIAL SCIENCES, AND THE STUDY OF MIGRATION597
NATIONALISM,
Kyle, 2000; Mahler and Pessar, 2000; Bryceson and Vuorela, 2002). Howev-
er, this does not mean that this transformed scholarship on transnational
communities has broken free from the influence of methodological national-
ism. We conclude this section with some areas where methodological nation-
alism is still visible. Diaspora studies often trace dispersed populations no
matter where they have settled, focusing on the dynamics of interconnection,
nostalgia and memory and identity within a particular population, relating
them to a particular homeland. No longer confined to a territorially limited
entity, the nation is extending across different terrains and places but never-
theless imagined as an organic, integrated whole. In this modus operandi,
nation-state building processes that impinge upon diasporic populations in
its various locations are usually overlooked. If the relationship between the
diaspora and nation-state building is examined, it is uniquely and exclusively
in terms of the diaspora’s own homeland and its politics. Thus, the image and
analytical techniques associated with describing a bounded national contain-
er society are reproduced, albeit in a different form. Networks of migrants
and transnational cultural and religious connections that lead to other forms
of identification than national constructions are only now beginning to be
examined within migration studies.
Similar points have to be made with regard to the study of “transna-
tional communities.” Here many of the critiques of the past errors of com-
munity studies apply. Much of transnational studies overstates the internal
homogeneity and boundedness of transnational communities, overestimates
the binding power for individual action, overlooks the importance of cross-
community interactions as well as the internal divisions of class, gender,
region and politics, and is conceptually blind for those cases where no
transnational communities form among migrants or where existing ones cease
to be meaningful for individuals. Furthermore, the different meanings of a
particular transnational identity are usually precluded, meanings which take
actors in very different political directions and alliances. In short, approach-
ing migrant transnational social fields and networks as communities tends to
reify and essentialize these communities in a similar way that previous
approaches reified national or peasant communities.
Strangely enough, the neo-communitarianism of transnationalism stud-
ies also reproduces the standard image of a world divided into nations and
thus naturalizes this vision of the world in new forms. Transnational seman-
tically refers us to the nontransnational or simply to the national as the enti-
ty that is crossed or superseded. Migrants are no longer uprooted or climbing
METHODOLOGICAL
NATIONALISM, 599
THE SOCIAL SCIENCES, AND THE STUDY OF MIGRATION
up the assimilative ladder to the national middle classes, but they are still the
others, foreign and alien to the nationally bounded society. Studies that exam-
ine the connections between transnational migrants and actors within the
various localities in which they settle and into which they move could carry
us beyond the static, reified and essentialized concept of community and into
the study of migrants and nonmigrants within social fields of differential
power (see, e.g., Nyiri, 1999; Ong, 1999; Wimrner, 1998b).
order, observing what professional observers observe and what they do not.
Such a historical approach does not provide the well developed concep-
tual tools that would allow us to elaborate this perspective more systemati-
cally This remains a task for the future. However, a word of caution is in
order here. It would certainly be nake to think that we will ever develop a
theoretical language not profoundly influenced by the social and political
forces around us. Most of us have come to understand that any observation
is shaped by the positionality of the observer - including the ones unmasking
methodological nationalism. While we are still striving for an adequate ter-
minology not colored by methodological nationalism, we can already predict
that emerging concepts will necessarily again limit and shape our perspective,
again force us to overlook some developments and emphasize others. Every
clear conceptual structure necessarily limits the range of possible interpreta-
tions, as well as the empirical domains that can be meaningfully interpreted.
The task is to determine what reductions of complexity will make best sense
of the contemporary world and which ones are leaving out too many tones
and voices, transforming them into what model builders call ‘noise.’
We note that many who have attempted to escape the Charybdis of
methodological nationalism are drifting towards the Scylla of methodological
fluidism. It makes just as little sense to portray the immigrant as the marginal
exception than it does to celebrate the transnational life of migrants as the
prototype of human condition (Urry, 2000; Papastergiadis, 2000). Moreover,
while it is important to push aside the blinders of methodological national-
ism, it is just as important to remember the continued potency of national-
ism. Framing the world as a global marketplace cannot begin to explain why
under specific circumstances not only political entrepreneurs, but also the
poor and disempowered, including immigrants, continue to frame their
demands for social justice and equality within a nationalist rhetoric (Glick
Schiller and Fouron, 2001 a, b). Nor can we blithely take up the perspective
of cosmopolitanism, either as a description of the post-national stage of iden-
tity or as a political goal to be reached (cf: Beck, 2000). Such a stance may be
helpful for a deconstruction of nationalism, taking a very different tack than
previous discussions of the invention or imagination of community. But it
does not acknowledge that nationalism is a powerful signifier that continues
to make sense for different actors with different purposes and political impli-
cations. Having hinted at the Scylla of fluidism and of the rhetorics of cos-
mopolitanism, the challenge remains to develop a set of concepts that opens
up new horizons for our understanding of past and contemporary migration.
METHODOLOGICAL
NATIONALISM,
THE SOCIAL SCIENCES,AND THE STUDY OF MIGRATION
601
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Asuncion Fresnoza-Flot
1 Introduction
The field of migration studies focuses on spatial movements of people from one
place, temporality, and social space to another, including their multi-faceted
dimensions and underlying processes. Feminist scholars from different disci-
plines introduced gender perspectives in this research field and contributed to
the burgeoning of what is known today as “gender and migration” scholarship.1
More than four decades later several questions can be raised: what is the pres-
ent state of broader migration studies? Are there still gender gaps in this field
of research? How can we further advance migration studies?
In this chapter, “gender gaps” in specific epistemologies refer to lacunas in
the extent to which scholarly focuses, methodologies, and analyses are gender
inclusive, gender informed, or gender oriented. In this context, gender is not
only a socially constructed category2 but also a standpoint focusing on power
dynamics, relations, and asymmetries among social groups. It can be defined
1 See Donna R Gabaccia (ed), Seeking Ground: Multidisciplinary Studies of Immigrant Women
in the United States (Greenwood Press 1992); Arlie R. Hochschild, ‘Global Care Chains and
Emotional Surplus Value’ in Will Hutton and Anthony Giddens (eds), On the Edge: Living
with Global Capitalism (Jonathan Cape 2000) 130–146; Pierrette Hondagneu-Sotelo, Gendered
Transitions: Mexican Experiences of Immigration (University of California Press 1994);
Eleonore Kofman, ‘Gendered Migrations, Social Reproduction and the Household in Europe’
(2014) 38 (1) Dialectical Anthropology 79; Sarah J. Mahler and Patricia R. Pessar, ‘Gendered
Geographies of Power: Analyzing Gender Across Transnational Spaces’ (2001) 7 (4)
Identities: Global Studies in Culture and Power 441; Mirjana Morokvašić, ‘Birds of Passage are
also Women’ (1984) 18 (4) International Migration Review 886; Rhacel S. Parreñas, Servants of
Globalization. Women, Migration and Domestic Work (Stanford University Press 2001); Rachel
Silvey, ‘Power, Difference and Mobility: Feminist Advances in Migration Studies’ (2004) 28 (4)
Progress in Human Geography 490.
2 It is “a constitutive element of social relationships based on the perceived differences
between the sexes” (see Joan W. Scott, ‘Gender: A Useful Category of Historical Analysis’
(1986) 91 (5) The American Historical Review 1067). These differences refer to “masculinity”
and “femininity” – characteristics socially prescribed to individuals from birth.
3 Myra Marx Ferree, ‘Filling the Glass: Gender Perspectives on Families’ (2010) 72 Journal of
Marriage and the Family 424.
4 International Organization for Migration’s (iom) Global Migration Portal, Key Global
Migration Figures, 2017 – 2021 (iom 2021) <https://migrationdataportal.org/sites/default/
files/2021-02/key-global-migration-figures.pdf> accessed on 29 November 2021.
The development of the gender and migration scholarship is not entirely uni-
form across socio-geographic contexts, as “(c)oncepts of women’s/gender and
feminist ideas” that “travel across national, linguistic, cultural, and economic
boundaries […] are changed in the process”.5 The specific characteristics of
each context as regards migration phenomena also vary, as does the situation
of gender and migration research.
Prior to the birth of the gender and migration scholarship, the broader field of
migration studies displayed several shortcomings related to gender. First, there
was a male bias that viewed migration purely as a men’s enterprise.6 Second,
most scholars adopted a “reductionist” perspective, that is, they considered
women as mere followers and dependents of men.7 Third, they approached
migration in a gender-neutral way, and this gender blindness meant that they
did not pay attention to the power dynamics and gender processes involved
in migration. Fourth, as a result of these shortcomings, women migrants were
mostly invisible in the study of migratory phenomena. And fifth, there was
also a heterosexual bias linked to the heteronormative tendency in migration
studies to analyse migration strictly as a heterosexual affair neglecting the idea
that lgbtq individuals are also capable of migrating. Now that gender per-
spectives have permeated migration studies, we can expect radical changes in
the way scholars in the field conduct their investigations.
In the USA, Hondagneu-Sotelo describes the evolution of gender and migra-
tion research as having three stages.8 The first stage is “women and migration”
5 Sondra Hale, ‘Transnational Gender Studies and the Migrating Concept of Gender in the
Middle East and North Africa’ (2009) 21 (2) Cultural Dynamics 149.
6 Asuncion Fresnoza-Flot and Kyoko Shinozaki, ‘Transnational Perspectives on Intersecting
Experiences: Gender, Social Class and Generation among Southeast Asian Migrants and their
Families’ (2017) 43 (6) Journal of Ethnic and Migration Studies 867.
7 See Morokvašić (n 1).
8 Pierrette Hondagneu-Sotelo, ‘Gender and Immigration: A Retrospective and Introduction’
in Pierrette Hondagneu-Sotelo (ed), Gender and U.S. Immigration: Contemporary Trends
(University of California Press 2003) 3–19.
(1970s to early 1980s) during which scholars wrote about women migrants.
The second stage – “gender and migration” (late 1980s to early 1990s) – started
when scholars turned their attention to gender processes in the realm of the
family and households. The third and final stage, “gender as a constitutive ele-
ment of immigration” began in the mid-1990s, when scholars started analys-
ing larger social structures and institutions beyond the family, using a gender
lens. The rise of queer migration studies is an important development in the
USA. At present, as Hondagneu-Sotelo remarks,9 sexuality is one of the main
streams in gender and migration research,10 thanks to the early initiatives of
USA-based migration scholars.11
The evolution of gender and migration research in the USA, as described
above, resembles the development of the same research field in Europe. In
this region, the first stage of development of gender and migration research
started in the late 1970s and ended in the 1980s. It is known as a “compen-
satory phase”, that is, “focusing on women, showing them where they were
not visible”.12 The visibilisation of women’s active role as initiators and actors
of migration characterised the 1980s.13 The second stage occurred from the
1990s to the 2000s, during which the globalisation,14 intersectionality,15 and
16 Linda G. Basch, Nina Glick Schiller and Christina Szanton Blanc, Nations Unbound.
Transnational Projects, Postcolonial Predicaments, and Deterritorialized Nation-states
(Gordon and Breach 1995); and Nina Glick Schiller, Linda Basch and Christina Blanc-
Szanton, ‘Transnationalism: A New Analytic Framework for Understanding Migration’
(1992) 645 (1) Annals of the New York Academy of Sciences 1.
17 For example: Deborah F. Bryceson and Ulla Vuorela (eds), The Transnational Family: New
European Frontiers and Global Networks (Berg 2002); Asuncion Fresnoza-Flot, ‘Migration
Status and Transnational Mothering: The Case of Filipino Migrants in France’ (2009)
9 (2) Global Networks 252; Helma Lutz, The New Maids: Transnational Women and the
Care Economy (Zed Books Ltd. 2011); Janet Henshall Momsen (ed), Gender, Migration, and
Domestic Service (Routledge 1999); and Parvati Raghuram, ‘Gendering Skilled Migratory
Streams: Implications for Conceptualizations of Migration’ (2000) 9 (4) Asian and Pacific
Migration Journal 429.
18 See Ester Gallo and Francesca Scrinzi, Migration, Masculinities and Reproductive Labour.
Men of the Home (Palgrave 2016); Majella Kilkey, Diane Perrons and Ania Plomien, Gender,
Migration and Domestic Work: Masculinities, Male Labour and Fathering in the UK and
USA (Palgrave 2013).
19 Anna Amelina and Helma Lutz, Gender and Migration: Transnational and Intersectional
Prospects (Routledge 2019); and Elisabetta Zontini, Transnational Families, Migration and
Gender: Moroccan and Filipino Women in Bologna and Barcelona (Berghahn 2010).
20 Katharine Charsley (ed), Transnational Marriage: New Perspectives from Europe and
Beyond (Routledge 2012); Joëlle Moret, Apostolos Andrikopoulos and Janine Dahinden,
‘Contesting Categories: Cross-border Marriages from the Perspectives of the State, Spouses
and Researchers’ (2019) 47 (2) Journal of Ethnic and Migration Studies 325; and Saskia
Bonjour and Betty de Hart, ‘Intimate Citizenship: Introduction to the Special Issue on
Citizenship, Membership and Belonging in Mixed-status Families’ (2020) 28 (1) Identities 1.
21 For example: Betty De Hart, ‘Sexuality, Race and Masculinity in Europe’s Refugee Crisis’
in Carolus Grütters, Sandra Mantu and Paul Minderhoud (eds), Migration on the Move.
Essays on the Dynamics of Migration (Brill Nijhoff 2017) 27–53; and Jane Freedman,
‘Engendering Security at the Borders of Europe: Women Migrants and the Mediterranean
‘Crisis’’ (2016) 29 (4) Journal of Refugee Studies 568.
22 See Jon Binnie, ‘Critical Queer Regionality and LGBTQ Politics in Europe’ (2016) 23 (11)
Gender, Place & Culture 1631; and Sébastien Chauvin, Manuela Salcedo Robledo, Timo
Koren and Joël Illidge, ‘Class, Mobility and Inequality in the Lives of Same-sex Couples
with Mixed Legal Statuses’ (2019) 47 (2) Journal of Ethnic and Migration Studies 430.
23 Thomas R. Gottschang, ‘Economic Change, Disasters, and Migration: The Historical Case
of Manchuria’ (1987) 35 (3) Economic Development and Cultural Change 461.
24 Yoshiji Takemi, ‘Okinawa Jima Shutsuimin no Keizai Chirigakuteki Kousatsu’ (1) (1928)
4 (2) Chirigaku Hyouron 1; and Yoshiji Takemi, ‘Okinawa Jima Shutsuimin no Keizai
Chirigakuteki Kousatsu’ (1928) 4 (3) Chirigaku Hyouron 12.
25 See Maruja M. Asis and Nicola Piper, ‘Researching International Labor Migration in Asia’
(2008) 49 (3) The Sociological Quarterly 423.
26 See Nasra M. Shah and Peter C. Smith, ‘Migrant Women at Work in Asia’ in James T. Fawcett,
Siew-Ean Khoo and Peter C. Smith (eds), Women in the Cities of Asia: Migration and
Urban Adaptation (Routledge 1984) 297–322; and Lilian Trager, ‘Family Strategies and the
Migration of Women: Migrants to Dagupan City, Philippines’ (1984) 18 (4) International
Migration Review 1264.
27 Mary Beth Mills, Thai Women in the Global Labor Force: Consuming Desires, Contested
Selves (Rutgers University Press 1999); and Nana Oishi, Women in Motion: Globalization,
State Policies, and Labor Migration in Asia (Stanford University Press 2005).
28 Nicole Constable, Maid to Order in Hong Kong: Stories of Filipina Workers (Cornell
University Press 1997); Pei-Chia Lan, Global Cinderellas: Migrant Domestics and Newly
Rich Employers in Taiwan (Duke University Press 2006); and Rachel Silvey, ‘Transnational
Migration and the Gender Politics of Scale: Indonesian Domestic Workers in Saudi Arabia’
(2004) 25 (2) Singapore Journal of Tropical Geography 141.
29 Rajni Palriwala and Patricia Uberoi (eds), Marriage, Migration and Gender (Sage 2008);
Nicola Piper and Mina Roces (eds), Wife or Worker?: Asian Women and Migration
(Rowman & Littlefield Publishers 2003); and Katie D. Willis and Brenda S. Yeoh, ‘Gender
and Transnational Household Strategies: Singaporean Migration to China’ (2000) 34 (3)
Regional Studies 253.
Oso Casas, ‘Money, Sex, Love and the Family: Economic and Affective Strategies of Latin
American Sex Workers in Spain’, 36 (1) Journal of Ethnic and Migration Studies 47.
38 See Herrera (n 33) 44.
39 Niara Sudarkasa, ‘Women and Migration in Contemporary West Africa’ (1977) 3 (1)
Signs: Journal of Women in Culture and Society 178.
40 Wendy Izzard, ‘Migrants and Mothers: Case Studies from Botswana’ (1985) 1 (2) Journal of
Southern African Studies 258.
41 Josef Gugler and Gudrun Ludwar-Ene, ‘Gender and Migration in Africa South of the
Sahara’ in Jonathan Baker and Tade Akin Aina (eds), The Migration Experience in Africa
(Nordiska Afrikainstitutet 1995).
42 ibid 261.
43 Jonathan Crush, Sally Peberdy and Vincent Williams, ‘International Migration and Good
Governance in the Southern African Region’ (2006) Migration Policy Brief 17, 18.
44 Thomas Antwi Bosiakoh and Vera Williams Tetteh, ‘Nigerian Immigrant Women’s
Entrepreneurial Embeddedness in Ghana, West Africa’ (2019) 11 (1) International
Journal of Gender and Entrepreneurship 38; and Stefania Gadia Meda, ‘Single Mothers
continent.45 The scholarly interest in studies on migrant men in and from the
region through a gender lens has also surged,46 notably those examining male
refugees’ experiences.47
Against this background of evolution of gender and migration research in
different social contexts, we can conclude that advancements in the field have
been taking place, moving through various phases, but in a non-uniform fash-
ion. The USA and Europe appear to be at almost the same stage of progress in
empirical and theoretical terms. Asia and Latin America have also advanced,
but there is still a need for theorisations that go beyond Euro-American per-
spectives of migration. Africa underwent a long period of visibilisation of
women in migration research compared to other regions in the world, which
has culminated in the growth of separate areas of scholarship respectively
focused on women and men. Making these areas converge will require more
studies adopting gender perspectives in Africa. Finally, sexuality and queer
perspectives have not yet received much attention in Asia, Latin America, and
Africa, a gender gap that can be attributed to the challenging socio-legal situ-
ations of lgbtq individuals in these regions. Analysing the debates around
gender, migration, and globalisation over the past 40 years, Marchetti observes
that a new era started in the late 2000s, during which two opposite tendencies
became evident. Gender and migration became “a core element in a range of
disciplines from the social sciences”, while at the same time “several scholars
are looking partially disappointed about what has been achieved, seen as a
‘glass half-full’48”.49 Hence, the major challenge for gender and migration
of Nairobi: Rural-urban Migration and the Transformation of Gender Roles and Family
Relations in Kenya’ (2013) 15 (2) Lidé Města 279.
45 For example: Ameena Alrasheed, ‘An Alternative Perspective: Islam, Identity, and Gender
Migration of Sudanese Muslim Women in the UK’ (2015) 9 (1) African Journal of Political
Science and International Relations 1; and Marina De Regt, ‘Ways to Come, Ways to
Leave: Gender, Mobility, and Il/legality among Ethiopian Domestic Workers in Yemen’
(2010) 24 (2) Gender & Society 237.
46 Dan Godshaw, ‘A Masculinist Perspective on Gendered Relations of Power: Rwandan
Migrant Men in the UK’ (2014) Working Paper 72; and Netsai Sarah Matshaka, ‘“Marobot
NeMawaya”–Traffic Lights and Wire: Crafting Zimbabwean Migrant Masculinities in Cape
Town’ (2010) 65 (13) Feminist Africa 65.
47 For example: Rosemary Jaji, ‘Masculinity on Unstable Ground: Young Refugee Men
in Nairobi, Kenya’ (2009) 22 (2) Journal of Refugee Studies 177; and Samuel Muchoki,
Intimacies, Citizenship and Refugee Men (Springer 2016).
48 Katharine M. Donato, Donna Gabaccia, Jennifer Holdaway, Martin Manalansan, iv
and Patricia R. Pessar, ‘A Glass Half Full? Gender in Migration Studies’ (2006) 40 (1)
International Migration Review 3.
49 Sabrina Marchetti, ‘Gender, Migration and Globalization: An Overview of the Debates’
in Anna Triandafyllidou (ed), Handbook of Migration and Globalization (Edward Elgar
Publishing 2018) 449.
250
200
150
100
50
0
1980-1989 1990-1999 2000-2009 2010-2019
gender, women, migra!on gender, men, migra!on
relational and experiential,51 gender often remains connoted with women and
women with gender.
In terms of disciplines and research areas, Web of Science revealed that
studies on “women, gender, migration” were mainly carried out in the fields of
women’s studies, demography, sociology, and geography. By contrast, studies
on “men, gender, migration” were usually conducted in the fields of demogra-
phy, sociology, geography, and public environmental and occupational health.
The top five journals publishing studies on both topics were inscribed in one
or more of the above disciplines and research areas. The following journals led
in terms of numbers of publications on “women, gender, migration”: Gender,
Place and Culture; Journal of Ethnic and Migration Studies; Women’s Studies
International Forum; International Migration; and International Migration
Review. Except for Women’s Studies International Forum, all these journals also
published work on “men, gender, migration”. The list of leading journals pub-
lishing articles on “men, gender, migration” included the journal Social Science
Medicine, which was not among the leading journals publishing articles on
“women, gender, migration”. Gender, Place and Culture and Journal of Ethnic
and Migration Studies ranked first and second, respectively, in both lists, con-
firming that women are no longer invisible in migration studies. From 1994
to 2019, Gender, Place and Culture published more articles with “women” and
“migration” in the title than with “men” and “migration”: 22 versus 5. This was
also the case for the Journal of Ethnic and Migration Studies in which 74 articles
with “women” and “migration” in the title were published from 1971 to 2019
versus 6 articles on men.
In addition, based on the address for reprints or the corresponding author
of each publication, the regions that dominated research outputs on migra-
tion studies were North America – with the USA at the top of the list – and
European countries such as England and Germany. Australia was also among
the top ten countries with publications in Web of Science, whereas the People’s
Republic of China was the only Asian country that made it to the top ten. Latin
American and African countries were not among the top ten countries. This
suggests that it is not only social science that is compartmentalised, but also
the geopolitical regions in which migration research takes place. Thus, the
findings echo the results of the qualitative review earlier in this chapter show-
ing that the USA and Europe are ahead of the developments in gender and
migration research. It also illustrates the social inequalities migration scholars
identify between the so-called “Global North” and the “Global South” as well
as between “visible” women in the former and their “invisible” counterparts
in the latter. Migration studies reflect these inequalities in knowledge produc-
tion, which call for more collaborative research projects and exchanges among
countries in these regions to fill this gap.
14
12
10
0
1980-1989 1990-1999 2000-2009 2010-2019
Web of Science Google Scholar
scholars in the broader field of migration studies are following the path initi-
ated by the above-mentioned pioneering scholars.
The search of Web of Science shows that studies with “gender, sexuality,
migration” in the title remain at the margin of broader migration scholarship
with only 10 publications from 1980 to 2019 (see Figure 5.2). Likewise, only 11
works with “men”, “sexuality”, and “migration” in the title were published dur-
ing the same period. Google Scholar found 23 publications with “gender”, “sex-
uality”, and “migration” in the title (see Figure 5.2) and indicated that the first
work with “men”, “sexuality”, and “migration” in the title appeared in 1999 –
Cantú’s doctoral dissertation. The period 2010 –2019 witnessed a sudden surge
of publications on the topic, with 13 in total.
As scholars started to examine sexualities in migration, interest in lgbtq
migrants also increased, slowly at first, before intensifying from 2010 onwards.
The search of Web of Science retrieved only 24 publications with “lgbt
migrants” in the title, abstract, and keywords from the late 2000s to 2019. One
of them appeared in 2007 following the publication of Manalansan’s work,55
and the others emerged during the 2010–2019 period. Surprisingly, the search
55 ibid.
engine found no study before 2007 with “lgbt migrants” in the title, abstract,
and keywords. When the search term was changed to “lgbtq migrants” and
restricted to titles, Web of Science returned four results for the period 2010–
2019. However, when the search for the keyword “lgbtq migrants” was spec-
ified as a “topic” – a phrase appearing in the title, abstract, and keywords of a
paper – instead of as a “title”, Web of Science found 18 publications. Most of
these studies were published between 2010 and 2019.
Similarly, the search of Google Scholar showed that publications with “lgbt
migrants” in the title, abstract, and keywords came out during the same period,
and so did the first set of publications (4) with “lgbtq migrants” in the title.
Before 2010, more studies included “lgbt, migration” in any part of their text
than “lgbtq, migration”. In summary, since 2010, sexuality and lgbt(Q)
migrants have been increasingly considered in the analysis of migration,56 but
generally remain marginal when compared to the bulk of publications on het-
erosexual migrants, as described in section 3.1. As previously observed, lgbtq
migrants “remain largely neglected in studies on transnational migrations”.57
Nonetheless, if the scholarly interest in sexuality and lgbtq migrants contin-
ues, lgbtq migration through the prism of sexuality and queer perspectives
will occupy a central place in broader migration studies, similar to what has
happened with studies on women’s migratory movements.
100
90
80
70
60
50
40
30
20
10
0
1990-1999 2000-2009 2010-2019
way scholars viewed and examined migratory phenomena then and now. The
search of Web of Science and Google Scholar provides quantitative proof of
the continued transnationalisation of migration studies, that is, the process in
which many migration scholars continue to adopt the lens of transnationalism
in their studies.
Between 1990 and 2019, there were 130 publications listed in Web of Science
with “transnationalism, migration” in their title (see Figure 5.3). When the
search for the same words was extended to abstract and keywords, Web of
Science identified 1,578 publications. These works garnered a total of 31,422
citations, reaching their peak in 2019 with 3,989 citations. When the search
incorporated “gender” into the keywords “transnationalism, migration” and
looked only at the title of publications, only nine publications were retrieved.
However, Web of Science returned 224 results when the search covered the
title, abstract, and keywords of publications (see Figure 5.3). Since 1990, the
number of citations of these works has been steadily increasing.
In the search of Google Scholar, the number of publications including the
keywords “transnationalism, migration” in the title was also found to be con-
stantly increasing: for example, from 53 publications between 1990 and 2000
to 217 publications from 2011–2019. However, a search for the words “gender”,
“transnationalism” and “migration” in the titles of articles published during the
1990–2019 period gave only 17 results and none during the period 1980–1989.
The comparison of data obtained from the two search engines confirms the
lingering scholarly tendency to study migration using a transnational perspec-
tive. Interestingly, gender appears often out of the focus, which is surprising
given the widely known studies on gender and migration (see section 2 about
the evolution of this field), specifically about transnational families, care, and
social reproduction.
2000
1800
1600
1400
1200
1000
800
600
400
200
0
1980-1989 1990-1999 2000-2009 2010-2019
transna!onalism, migra!on mobility, migra!on intersec!onality, migra!on
64 Monika Büscher, Mimi Sheller and David Tyfield, ‘Mobility Intersections: Social Research,
Social Futures’ (2016) 11 (4) Mobilities 485.
65 Steven Vertovec, ‘Super-diversity and its Implications’ (2007) 308 (6) Ethnic and Racial
Studies 1024.
66 Eleonore Kofman, ‘Family-related Migration: A Critical Review of European Studies’
(2004) 30 (2) Journal of Ethnic and Migration Studies 243.
67 Amnon Rubinstein, ‘The Decline, but not Demise, of Multiculturalism’ (2007) 40 (3)
Israel Law Review 763.
68 Mette Louise Berg, ‘Super-diversity, Austerity, and the Production of Precarity: Latin
Americans in London’ (2019) 39 (2) Critical Social Policy 184; and Susanne Wessendorf,
Commonplace Diversity: Social Relations in a Super-diverse Context (Palgrave 2014).
69 Nancy Foner, Jan Willem Duyvendak and Philip Kasinitz, ‘Introduction: Super-diversity in
Everyday Life’ (2019) 42 Ethnic and Racial Studies 1, 3, 14.
Finally, the migratory wave that has intensified in recent years and has
attracted the interest of scholars is related to families, notably migration by
and/or for marriage leading to “mixed couples” with “different nationalities
and/or ethnicities”.70 Web of Science retrieved 197 publications with “marriage,
migration” in the title during the period 2000–2019. Aside from several articles
and monographs, edited volumes71, and Special Issues72 on the subject mush-
roomed during the second decade of the 21st century. More and more publica-
tions have examined the migration by and/or for marriage through the prism
of intimacy and mobility.73 However, among the 197 publications identified in
Web of Science, only 16 had “gender” in the title. None had “lgbtq, marriage,
migration” in the title. These two aspects represent a gap in this research field
of marriage and migration.
70 Betty de Hart, Wibo van Rossum and Iris Sportel, ‘Law in the Everyday Lives of
Transnational Families: An Introduction’ (2013) 3 (6) Oñati Socio-Legal Series 995.
71 Nicole Constable (ed), Cross-border Marriages: Gender and Mobility in Transnational Asia
(University of Pennsylvania Press 2010); see also Ishii (n 31) as well as Fresnoza-Flot and
Ricordeau (n 31).
72 See Bonjour and de Hart (n 20); Beate Collet and Anne Unterrreiner, ‘Introduction.
Mixités conjugales et Familiales’ (2017) 14 (1) Recherches familiales 49; Hélène Le
Bail, Marylène Lieber and Gwénola Ricordeau, ‘Migrations par le Mariage et Intimités
transnationales’ (2018) 64 (1) Cahiers du Genre 5 ; Maïté Maskens, ‘L’amour et ses fron-
tières: Régulations étatiques et migrations de mariage (Belgique, France, Suisse et Italie)’
(2013) 150 (6) Migrations société 41; Moret et al. (n 20); and Laura Odasso, ‘Introduction.
Special Issue “Migration, amour et état: Un ménage à trois”’ (2015) 85 Revue de l’Institut
de Sociologie 11.
73 See Groes and Fernandez (n 63).
74 Gioacchino Campese, ‘The Irruption of Migrants: Theology of Migration in the 21st
Century’ (2012) 73 (1) Theological Studies 7.
founded Centres for Migration Studies in seven cities around the world to gain
“a deeper understanding of migration in all its aspects”: “New York, Paris, Rome,
Cape Town, São Paulo, Buenos Aires, and Manila”.75 It was in the late 1970s in
the USA that “the first attempts to craft a theology of migration” were made.76
During the first decade of the 21st century, several theological gatherings took
place and publications appeared. In 2008, Groody and Campese proposed a
theology of immigration in their book A promised land. A perilous journey.77
The following years witnessed the publication of several books78 and articles,
notably in the journal Theological Studies. Since it first began, theology of
migration has promoted interdisciplinarity, drawing from different disciplines
of migration. It is not surprising that the Centres for Migration Studies that the
Scalabrinian missionaries founded are the home of some of the leading jour-
nals in the broader field of migration studies, such as International Migration
Review and the Asian and Pacific Migration Journal.
Quantitatively speaking, of the four decades from 1980–2019, Web of
Science and Google Scholar identified the second decade of the 21st century
as the period with the highest number of publications with “theology, migra-
tion” in the title: 37 and 83 respectively. Hence, the second decade of the 21st
century marks the sharp take-off of the theology of migration. This develop-
ment coincided with the surge of scholarly interest in religion in the broader
field of migration studies. As Google Scholar reveals, this increase started in
the period from 1990 to 1999 when 69 publications had “religion, migration”
in the title. This number more than doubled between 2000 and 2009, but the
peak was reached in the period 2010–2019 with 389 publications (see Figure
5.5), as confirmed by Web of Science. During the same period, six publications
appeared with “gender, religion, migration” in the title. However, there are so
far no publications with “gender, theology, migration” in the title in Web of
Science, which indicates a critical gap to address in the theological study of
migration.
450
400
350
300
250
200
150
100
50
0
1980-1989 1990-1999 2000-2009 2010-2019
figure 5.5 Google Scholar publications with religion and migration in the title
Since the 2000s, the biological research field of genetics has been contrib-
uting new findings regarding migration by analysing human dna (deoxyribo-
nucleic acid). This process involves examining the Y chromosome that fathers
pass on to their male children and/or the mitochondrial dna (mtDNA) that
mothers transfer to both their male and female offspring. Studies employ-
ing these methods provide fresh knowledge on human mobility across time
and geographical spaces. For example, mtDNA analysis has shown that the
early waves of human migration occurred first within Africa, specifically from
the region called “Makgadikgadi”79 in Southern Africa, before proceeding
to different continents.80 Like the theology of migration, the genetic study
of human mobility promotes interdisciplinarity. Scholars in this field inte-
grate and draw from various disciplines such as anthropology, archaeology,
paleoclimatology, and linguistics to obtain evidence corroborating their dna
79 See the latest findings regarding the “cradle of humanity” by Eva K. F. Chan, Axel
Timmermann, Benedetta F. Baldi, Andy E. Moore, Ruth J. Lyons, Sun-Seon Lee, Anton
M. F. Kalsbeek, Desiree C. Petersen, Hannes Rautenbach, Hagen E. A. Förtsch, M. S. Riana
Bornman and Vanessa M. Hayes, ‘Human Origins in a Southern African Palaeo-wetland
and First Migrations’ (2019) 575 (7781) Nature 185.
80 See also mtDNA “haplogroup migration pattern” in Michelangelo Mancuso, Massimiliano
Filosto, Daniele Orsucci and Gabriele Siciliano, ‘Mitochondrial DNA Sequence Variation
and Neurodegeneration’ (2008) 3 (1) Human genomics 71.
The present chapter provides new insights regarding the state of gender and
migration scholarship and on the broader migration studies. It unveils lacunas
that should be addressed to attain gender equality in migration studies and
to deepen the reflection about the gender–power nexus in this research field.
Based on the quantitative data and, to a lesser extent, on the qualitative
data analyses, the gender gaps in migration studies identified in this chapter
can be summarised as follows. First, the visibility of women, or for other schol-
ars the “over-visibility of women” in migration studies, unintentionally leads
to feminised gender in the field, which overlooks other socially constructed
categories of difference and the dynamics of power among them. Hence, the
81 David Reich, Who We are and How We Got Here: Ancient DNA and the New Science of the
Human Past (Oxford University Press 2018).
82 ibid.
83 Patricia R. Pessar and Sarah J. Mahler, ‘Transnational Migration: Bringing Gender In’
(2003) 37 (3) International Migration Review 812.
84 Hondagneu-Sotelo (n 9) 227.
85 Fresnoza-Flot and Shinozaki (n 6) 875.
Acknowledgements
86 Andreas Wimmer and Nina Glick Schiller, ‘Methodological Nationalism and Beyond:
Nation-state Building, Migration and the Social Sciences’ (2002) 2 (4) Global Networks
301.
87 Eleonore Kofman, ‘Unequal Internationalisation and the Emergence of a New Epistemic
Community: Gender and Migration’ (2020) 8 (36) Comparative Migration Studies 2.
Elisa Fornalé of the wti, Robin Stünzi of the nccr – On the Move, and Janine
Dahinden of University of Neuchâtel for giving me the opportunity to share
my analysis and reflections regarding gender gaps in migration studies.
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