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OSU Journal of Politics and International Affairs - Spring 2023
OSU Journal of Politics and International Affairs - Spring 2023
Volume XVI
Spring 2023
The Ohio State University
Editors in Chief
Secretary Treasurer
Editorial Staff
Advisor
Jennifer Mitzen
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A special thanks to JPIA’s faculty advisory, Dr.
Jennifer Mitzen. Thanks also to the faculty and
staff of the Ohio State Department of Political
Science for their support of undergraduate
research.
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Contents
Chinese foreign policy Stadium 11
Diplomacy is incentivizing third-world
nations to bend the knee:
Stadium Diplomacy is Chinese Soft
Power
Ethan Schneider, The University of` Kansas
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The Journal of Politics and International Affairs at The Ohio
State University is published annually through the Ohio State
Department of Political Science at 2140 Derby Hall, 154 North
Oval Mall, Columbus, OH 43210.
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The Journal of Politics and International Affairs
Dear Reader,
This Journal, like all those before it, would not be possible without the
help and support of the Department of Political Science. We would
like to especially thank Dr. Jennifer Mitzen, JPIA’s faculty advisor. Dr.
Mitzen’s experience, advice, and wisdom were invaluable. We would
also like to thank Ms. Shay Valley, without whom this physical copy
you’re reading would not exist. In addition, we’d like to thank the
faculty and staff of the Department for their support of JPIA and of all
undergraduate researchers.
Finally, we’d like to thank you, the reader, for you interest in our
Journal. We hope that its contents will introduce you to new
perspectives and profound ideas; we hope that you find interest in these
pages and that our work is meaningful to the development of a broader
community of rigorous undergraduate research in the social sciences.
Editors in Chief
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Introduction:
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and no longer recognizing the Taiwanese government in order to
receive the National Stadium of Costa Rica (Verri, 2020). The Costa
Rician-Chinese trade deal shows the requirements of changes to
government policies to receive Chinese foreign direct aid (FDI). A
change in government policy for aid is seen as an aspect of diplomatic
hegemonic relations. If a country becomes dependent on FDI from a
single country, then the relationship is viewed as a hegemony.
Many critics of Stadium Diplomacy cite a developing or
continuing commodity-based economy in third-world countries.
A commodity-based economy relies on the exportation of natural
resources such as grain or iron. Several trade deals require the third-
world country to offer natural resources along with policy changes
(Ferchen, 2011) (Harris, 2015). A commodity-based economy only
works if other countries continue to buy those natural resources or
as long as the natural resources last (Ferchen, 2011). China uses the
natural resources acquired through the Stadium Diplomacy trade deals
to build infrastructure with Chinese manufactured goods in the very
country the natural resources are extracted from (Moreira, 2007). The
requirements for accepting a Stadium Diplomacy trade deal remove
a country’s ability to self-govern and create an economic hegemony.
After China builds the infrastructure, the third-world country no longer
needs to manufacture the goods or employ the country’s citizens in its
construction.
How has China created hegemonic relationships with
countries receiving Stadium Diplomacy? China’s initial Stadium
Diplomacy trade deal often requires very little commitment on the
recipient’s part and is typically considered a gift. However, continued
Stadium Diplomacy trade deals increase requirements for policy
changes and monetary compensation for China. A theory created to
define hegemonic relations is known as Hegemonic Stability Theory,
HST. HST looks at three different aspects of assessing hegemonic
relationships: military occupation, diplomatic soft power, and economic
dependency. This paper will focus on diplomatic soft power and
economic dependency. Countries considering accepting a Chinese
Stadium Diplomacy trade deal should consider the short-term impact
of having essential infrastructure built and the long-term impact of
potentially becoming economically dependent on China. Foreign
governments wishing to establish diplomatic relations with a potential
or current recipient of a Chinese Stadium Diplomacy trade deal should
understand the appeals of Stadium Diplomacy and the potential of
a recipient becoming a lesser state in the Chinese hegemony to create
more appealing counteroffers.
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Road Map:
China is establishing hegemonic relationships with foreign
policy, Stadium Diplomacy. Stadium Diplomacy is creating economic
dominance over third-world countries. The literature review covers
research on hegemonic relationships and what role economics plays in
the relationship. The research design explains how I use quantitative
and qualitative data to construct my analysis. The analysis is comprised
of a section for Costa Rica, Senegal, and Nicaragua with a final
comparative section. The discussion section applies the discovery from
the analysis to other first-world nations’ foreign policies.
Literature Review:
Hegemonic relations have been a common theme in
international relations research. Hegemonic Stability Theory (HST)
is used when researching modern hegemonic relations. Robert Gilpin
is credited with creating HST when he compared the three economic
theories: Liberalism, Marxism, and Mercantilism (Gilpin, 1976). Gilpin
(1976) conducted a comparative analysis explaining how a hegemon
uses economic dominance to control or manipulate other countries. In
this paper, economic dominance is defined as a single country being the
largest trading partner for both imports and exports of another country.
This research will contribute to the understanding of Chinese foreign
policies creating hegemonic relations through economic dominance.
Researchers are investigating how hegemons establish
economic dominance over third-world countries. They have discovered
that hegemons use FDI trade deals known as “commodity-for-
manufactures trades” to create an economic dependency on the
hegemon (Ferchen, 2011, p. 69). A commodity-for-manufactured
goods trade deal creates economic dependency as, “demand for the
region’s commodity exports has raised the prospect of the region’s
increased economic dependency on these primary sector exports, and
the increased importation of manufactured goods” (Harris, 2015,
pp. 154-155). This research will examine trade deals between China
and third-world nations defining manufactured goods as essential and
nonessential infrastructure. This paper defines essential infrastructures
as roads, hospitals, and schools, and nonessential infrastructure as
sporting stadiums, and will study how nonessential infrastructure trade
deals contribute to economic dependency.
Researchers also look at how a hegemon manipulates political
policies in economically dominated countries. There are two forms of
policy manipulation: explicit manipulation, when policy changes, are
written into the infrastructure trade deal, and passive manipulation, a
country choosing to change policies to strengthen ties to the hegemon.
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Verri (2020) finds both forms of manipulation across the world by
observing Stadium Diplomacy:
With the establishment of diplomatic relations between Costa
Rica and China came recognition of the One China policy and the
subsequent termination of a sixty-three year diplomatic relation with
Taiwan. At a regional level, Costa Rica became the only Central
American country then to recognize the policy, fulfilling a precondition
set during the secret negotiations for diplomatic engagement. At the
global level, Costa Rica formed part of a trend between 2004 and 2007
in which countries as varied as Liberia, Dominica, Senegal, Chad and
Malawi adopted the One China policy, and made room for stadiums
designed and built by China. Taiwan proposed no emblematic project
to compete with China’s gift, as Taiwanese politicians were still unaware
of the new Sino-Costa Rican diplomatic negotiations. (p. 284)
Senegal chose to change policies after decades of trade relations with
China to receive a new stadium (Delgado, & Villar, 2020). This research
aims to find to what extent a Stadium Diplomacy trade deal contributes
to the creation of hegemonic relations.
Researchers in the field of international foreign policy notice a
hegemon creates or maintains economic dominance through soft power.
Soft power is when the citizens of the two countries have a positive
opinion of each other and want to maintain strong political ties. Yen-
Pin Su and Oscar-Rene Vargas Delgado (2017) surveyed Nicaraguan
citizens and discovered the citizens had a negative opinion of China
after the Nicaraguan government signed an infrastructure trade deal
that did not use the Stadium Diplomacy policy (Su, & Delgado, 2017).
This opinion caused citizens to protest the Chinese infrastructure
project to the point of impeding the construction of the infrastructure
(Su, & Delgado, 2017). This research will observe a third-world
country’s citizens’ opinion of China after signing a Stadium Diplomacy
trade deal. Citizen support of the Chinese government trade deals
would show if Soft Power is a result of Stadium Diplomacy.
Economic dominance is determined by observing a country’s
trading partners. These observations use empirical data to prove
dependency. Some researchers have conducted an empirical analysis of
export-import changes showing economic dependency between China
and third-world using data collected from trade reports published by
organizations such as the Inter-American Development Bank, the
Chinese Statistical Yearbook, and the Organisation for Economic
Co-operation and Development (OECD (Urdinez, et. al., 2016). This
research will utilize the data sources from previous researchers to
determine if a third-world nation has become economically dependent.
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After proving there is a hegemonic relation, I use comparative analysis
to discover foreign policies creating the relationship. I also observe FDI
being provided to the hegemony as a stabilizing agent to maintain the
hegemonic relationship.
Analysis:
Costa Rica
Costa Rica’s recognition of the One China policy was written
into the Stadium Diplomacy trade deal that took place in 2007. The
recognition of the One China policy in the Costa Rica-Chinese
Stadium Diplomacy of 2007 is an example of a hegemony controlling
the actions of a third-world country through trade deals. In 2007, Costa
Rica and China established Sino-Costa Rican relations requiring Costa
Rica to recognize the One China policy in return for the construction
of a public works project including the National Stadium of Costa
Rica (Ellis, 2021; Verri, 2020). The Sino-Costa Rican negotiations were
not public at the time, “during the secret negotiations for diplomatic
engagement” (Verri, 2020). A hegemon dictating policy changes
through economic dominance is an aspect of hegemonic relationships.
China using a Stadium Diplomacy trade deal to provide FDI to
Costa Rica on the prerequisite of changes to government policy is a
hegemon using economic dominance to control another country. The
graph confirms a monetary increase of Chinese FDI in Costa Rica as
promised in the trade agreements.
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before recognizing the One China policy, Costa Rica imported $40.2
million in trade goods from China (Jenkins, Peters, & Moreira, 2008).
Costa Rica received a stadium as part of a Stadium Diplomacy trade
deal and more than $1.3 billion in other essential and nonessential
infrastructure projects in Chinese FDI (Ellis, 2021, p. 89). Costa
Rica became the major trading partner for China after the Stadium
Diplomacy trade deal, “in 2013, Costa Rica’s exports accounted for
54 percent of all Central American exports to China” (Harris, 2015).
The Costa Rican-Chinese Stadium Diplomacy trade deal gave China
economic dominance by becoming the largest trading partner for Costa
Rica. Economic dominance is how China controls the actions of third-
world countries.
Senegal
Senegal has made two different Stadium Diplomacy trade
deals, several years apart, and each trade deal provided a new
stadium. In 1985, China constructed the Stadium of Friendship in
Dakar, Senegal (Xue et al., 2019 ). In 2018, China built The National
Wrestling Stadium located in Dakar, Senegal (“National Wrestling,”
2018; “China-Aided,” 2021). Each Stadium Diplomacy trade deal built
nonessential infrastructure in Senegal that Senegal could not afford to
do themselves, and did not require Senegal to change any government
policies.
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Taiwanese government (Xue et al., 2019). However, Senegal broke ties
with China in 1995 and re-recognized the Taiwanese government (Xue
et al., 2019). Later, Senegal severed ties with Taiwan again in 2005
recognizing the One China policy (Xue et al., 2019). Senegal changing
its government policy on Taiwan without a Stadium Diplomacy trade
deal is evidence of Stadium Diplomacy not establishing hegemonic
relationships. Recognizing the One China policy is a common trend in
China offering Stadium Diplomacy trade deals to third-world countries.
Stadium Diplomacy increased the USD amount of exports
from Senegal to China. Observing the export value in USD five years
prior and five years after the Stadium Diplomacy trade deals shows
an upward trend in export value. In 1980, Senegal exported $5.9
million five years before the signing of the first Stadium Diplomacy
trade deal (World Bank, 2022). In 1990, five years after the Stadium
Diplomacy trade deal in 1985, Senegal exported $13.6 million to China
(World Bank, 2022). Economic dominance is the benchmark used to
measure whether China has a hegemonic relationship with a third-
world country. China increased its exports using Stadium Diplomacy to
become the largest trading partner with Senegal and establish economic
dominance over Senegal.
Nicaragua
Nicaragua recently changed government policies no
longer recognizing the Taiwanese government. On October 7th,
2021, Nicaragua officially broke diplomatic ties with the Taiwanese
government by officially recognizing the One China policy and no
longer recognizing Taiwan as a country (“Xinhua Commentary,”
2021). On December 10th, 2021, Nicaragua signed government
documents establishing diplomatic relations with China (“Nicaragua
Breaks,” 2021). Nicaragua’s recognition of the One China policy
indicates Nicaragua wants to have closer ties with China for economic
benefits. Nicaragua does not currently trade many exports and imports
with China, but if the trends of Costa Rica and Senegal carry over,
Nicaragua will see an increase in exports and imports with China.
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Nicaragua has had little trade with China for over ten years.
Nicaraguan exports to China have been on a downward trend in the
last five years. According to the World Bank, Nicaragua exported
$21.4 million in 2015 to China and $18.5 million to China in 2020. As
of the publication of this paper, Nicaragua has not seen an increase
in yearly exports to China (World Bank, 2022). The Nicaraguan
government may have noticed the trend of Chinese FDI being a result
of recognizing the One China policy. It appears Nicaragua is willing
to enter into a hegemonic relationship with China to receive increased
trade.
One China policy and Stadium Diplomacy
This paper originally hypothesized China was using Stadium
Diplomacy to create hegemonic relations. It was theorized a third-
world country would recognize the One China policy after receiving a
Stadium Diplomacy trade deal. However, the evidence shows a third-
world country recognizes the One China policy before China offers a
Stadium Diplomacy trade deal. Nicaragua has only recently recognized
the One China policy in 2021, and as of the publication of this article,
and has not received a Stadium Diplomacy trade deal (“Nicaragua
Breaks,” 2021; “Xinhua Commentary,” 2021). Senegal received two
Stadium Diplomacy trade deals, both of which happened after the
recognition of the One China policy (Xue et al., 2019). Costa Rica
accepted the One China policy as part of a Stadium Diplomacy trade
in 2007 (Ellis, 2021). Costa Rica and Senegal both received extensive
financial benefits from Chinese FDI in addition to the sports stadiums
themselves. The evidence suggests if a third-world country is willing
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to recognize the One China policy, China will reward the third-world
nation with a Stadium Diplomacy trade deal. Therefore, Stadium
Diplomacy is a reward for accepting the One China policy.
Stadium Diplomacy trade deals do not require policy changes
in the trade deal negotiations. Nicaragua and Senegal both changed
government policies recognizing the One China policy without making
a Stadium Diplomacy trade deal. Costa Rica is the only country to sign
a trade deal requiring a policy change to receive a stadium (Ellis, 2021;
Harris, 2015). Senegal made government policy changes in the years
before receiving Stadium Diplomacy trade deals (Xue et al., 2019).
Nicaragua made government policy changes in 2021 and has yet to sign
a Stadium Diplomacy trade deal (“Nicaragua Breaks,” 2021; “Xinhua
Commentary,” 2021). Senegal changed government policies and
then received a Stadium Diplomacy trade deal. This paper has found
recognition of the One China policy is a trend to receive Stadium
Diplomacy trade deals.
Exports and imports between China and between Costa
Rica and Senegal only increased after the recognition of the One
China policy. Costa Rica and Senegal have become reliant on China’s
willingness to continue importing millions of USD worth of trade
goods establishing a hegemonic relationship through economic
dominance (Gilpin, 1976). The trade deals following the recognition of
the One China policy give China the largest majority of the recipients’
exports or imports market (Harris, 2015; Su, & Delgado, 2017). A
hegemon has economic dominance when the hegemon controls the
largest majority of another country’s market (Ferchen, 2011). This
paper uses economic dominance as the establishment of a hegemonic
relationship. China’s economic dominance only happens after a country
recognizes the One China policy.
China provides millions of dollars to third-world countries,
and the citizens of those countries have a positive opinion of China
due to the stadium’s presence creating a stable hegemonic relationship.
Citizen-level support of a hegemonic relationship promotes the stability
of the hegemony. China providing a third-world country with a sports
stadium for the country’s most popular sport keeps China in a positive
light for the citizens. A large majority of Costa Ricans enjoy watching
soccer where China built the National Soccer Stadium (Ellis, 2021;
Verri, 2020). Senegal’s national sport of wrestling happens in the
Chinese-built National Wrestling Stadium (“National Wrestling,” 2018;
“China-Aided,” 2021). Nicaragua’s most popular sport is baseball
where China will likely build a national baseball stadium (“Nicaraguan
Baseball,” 2017). The Stadium Diplomacy trade deals come after a
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sport is wrestling where China built the National Wrestling Stadium;
the National Wrestling Stadium gives China a citizen-level presence
in Senegal’s most popular sport. (“National Wrestling,” 2018; “China-
Aided,” 2021). Because a third-world country has a positive opinion
of a stronger country, they are willing to join a hegemonic relationship
without the use of unwanted policy reforms to receive FDI. Third-
world countries will make policy changes without provocation to gain
the favor of a hegemon. This means citizens will have a positive opinion
of the country providing the nonessential infrastructure.
Other first-world nations should divert more funds to
diplomatic solutions rather than military solutions because diplomatic
solutions are beneficial to a third-world country and the hegemon.
Costa Rica received Chinese FDI as part of a Stadium Diplomacy
trade deal including an “$83 million soccer stadium, the purchase of
$300 million in government bonds, various highway, public works,
and aid projects, and a $1 billion joint venture to expand the country’s
petroleum refinery” (Ellis, 2021, p. 89). In return, in 2007, Costa Rica
and China established Sino-Costa Rican relations requiring Costa
Rica to recognize the One China (Ellis, 2021; Verri, 2020). A stadium
diplomacy trade deal required Costa Rica to make policy changes in
exchange for a trade deal worth billions of USD. Later, China received
commodities in further trade agreements benefiting both Costa Rica
and China.
Conclusion:
Summary
The main discovery of this paper is how Chinese foreign
policy, Stadium Diplomacy, stabilizes a hegemonic relationship but
does not establish the hegemonic relationship. Stadium Diplomacy is
a result of bending the knee and is not the catalyst for the hegemonic
relationship. The recognition of the One China policy is establishing a
hegemonic relationship. Costa Rica received a stadium as part of a deal
recognizing the One China policy. Senegal received stadiums only after
the recognition of the One China policy. Nicaragua has also recognized
the One China policy and will be an important country to follow to
support or counter the discovery made in this paper. China is using
Stadium Diplomacy to stabilize the current hegemonic relationship and
using stadium diplomacy to incentivize other third-world countries to
recognize the One China policy. Using FDI China creates an example
of what recognition of the One China policy earns a third-world
country. Many countries lacking resources to construct nonessential
infrastructure have a clear model for how to get China to provide the
nonessential infrastructure.
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Limitations
This paper could have been better if it had a larger sample
size of third-world nations and more detailed trade relations prior to
the 1980s. Observing the exact wording of the Stadium diplomacy and
One China policy white papers from third-world countries, especially
Costa Rica, would strengthen the discovery. Nicaragua recognized the
One China policy after evidence was collected effectively removing
it as a control country. The small sample size could create a biased
discovery because of the lack of statistical data. If this discovery is
incomplete third-world countries would base policy decisions on weak
research. Nicaragua is now a variable in this research and no longer a
control making it a country to follow but not a sterile subject. I would
need to increase the number of countries that have received a stadium
diplomacy trade and recognized the One China policy. This would
increase the number of data points making the discovery more precise.
The limitation of time spent on the research and the length of the
document could overcome the sample size and increase the accuracy of
the discovery.
Future Research
A future research project can use this paper to explain how
foreign policy creates strong hegemonic relationships. A paper could
explain how diplomacy is more effective than military occupation.
Using Stadium Diplomacy as an example of mutually beneficial
economic relations, future research could look at other foreign relation
policies common in hegemonic relationships. Foreign policies focusing
on military defense treaties instead of nonessential infrastructure could
also be the focus of a similar research project. Understanding how
foreign policies are used to strengthen hegemonic relations is significant
to creating a stable world order. If both parties have something to lose
from breaking the diplomatic relation, both parties want to maintain
the status quo.
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About the Author
Ethan Schneider is a senior undergraduate from the University of
Kansas who study Global and International Politics and is looking to
continue to a master’s program at Fort Leavenworth. His academic
interests are in policy implications and efficacy. He would like to thank
Professor Brian Lagotte for his unyielding mentorship and his beautiful
wife Rebekah for her constant moral support. As a non-traditional,
this unimaginable dream would never have become a reality without
support from them and many others along the way. Even the Little One
helped.
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Works Cited:
China-Aided Modern Arena Promotes Senegal’s Wrestling Sport.
(2021, November 23). XiHua. https://www.news.cn
Delgado, D. L., & Villar, F. J. V. (2020). It Is Not a Game: Soccer and
China’s Search for World Hegemony. Soccer & Society 21(2):
225–238.
Ellis, E. (2021, September 16). “Chinese Soft Power in Latin America:
A Case Study.” Defense Technical Information Center.
https://discover.dtic.mil
Ferchen, M. (2011). China-Latin America Relations: Long-term Boon
or Short-term Boom?. The Chinese Journal of International
Politics, 4(1), 55-86.
Gilpin, R. (1976). The Political Economy of the Multinational
Corporation: Three Contrasting Perspectives. The American
Political Science Review, 70(1), 184-191.
Harris, R. L. (2015). China’s Relations with the Latin American and
Caribbean Countries: A Peaceful Panda Bear instead of a
Roaring Dragon. Latin American Perspectives, 42(6), 153-190.
Jenkins, R., Peters, E. D., & Moreira, M. M. (2008). The Impact
of China on Latin America and the Caribbean. World
Development, 36(2), 235-253.
Moreira, M. M. (2007). Fear of China: Is There a Future for
Manufacturing in Latin America?. World Development,
35(3), 355-376.
National Wrestling Arena Opens in Dakar. (2018, July 23). Africanews.
https://www.africanews.com
Nicaraguan Baseball Great Wowed by Stadium Named in His Honor.
(March 21, 2022). Agencia EFE, S.A. https://www.efe.com
Nicaragua Breaks Diplomatic Ties with Taiwan, Recognising ‘One
China’. (2021, October 12). France 24. https://www.france24.
com
Nolan, P. (2014). Globalisation and Industrial Policy: The Case of
China. The World Economy, 37(6), 747-764.
Su, Y.-P., & Delgado, O.-R. V. (2017). Is China Becoming a Hegemonic
Challenge in Latin America and the Caribbean? A Political
Economy Analysis of the Nicaragua Interoceanic Canal
Project. Issues and Studies, 53(1), 1–32.
Urdinez, F., Mouron, F., Schenoni, L. L., & de Oliveira, A. J. (2016).
Chinese Economic Statecraft and U.S. Hegemony in Latin
America: An Empirical Analysis. Latin American Politics and
Society, 58(4), 3-30.
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Verri, V. G. (2020). Gifting Architecture: China and the National
Stadium in Costa Rica, 2007–11. Architectural History, 63,
283–311.
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GDP) - Senegal [Data]. https://data.worldbank.org
Xinhua Commentary: Nicaragua Makes the Right Decision on Ties
with China. (2021, December 12). XiHua. https://www.news.
cn.
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of “Stadium diplomacy”-China-aid sport buildings in Africa.
Habitat International, 90, 1-11.
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Introduction:
M adame Ngô Đình Nhu was the de facto First Lady of the Repub-
lic of Vietnam (RVN) to her brother-in-law, President Ngô Đình
Diệm. Madame Nhu was elected as deputy to the National Assembly
in 1956, where she focused on elevating the status of women. At the
start of her career, Madame Nhu was revered for her social activism as
one of the few women in government (Stur, 2008; “Dainty Emancipa-
tor,” 1959). However, she was later reviled for her political agency and
labeled as a sexually-suggestive manipulator – nicknamed the “Dragon
Lady” at the height of her career (Bui, 2008). By the end of the Diệm
regime in 1963, she had established herself as an emblem of RVN
nationalism and a symbolic stand-in for Vietnam in the West, where
Orientalist constructions of her were used to signal developments of the
Vietnam War in American minds.
While intervention in Vietnam was partly viewed as an
American duty against the threat of communism, US-RVN relations
were “a gendered relationship in which the idea of Vietnam was
constructed as a woman” (Stur, 2008, pp.55). Reporting on Vietnam
relied on the feminization of Saigon and development of a “sensual
geography” that defined how Americans understood the war, which
became critical to US justifications of their masculine duty to protect
the feminine East (Keith, 2015, 244). This was reflected in the foreign
policy of President John F. Kennedy, where Oriental constructions
of gender informed his ideology of masculine heroism towards
29
Eastern countries (Dean, 2001, pp.169). Decisions regarding Vietnam
were inextricably connected to constructions of masculine strength
where Kennedy “equated a ‘crisis of masculinity’ with the decline of
American power abroad” (Dean, 2001, pp.169). Furthermore, Robert
Lee, a Professor of Transpacific History at Brown University, argues
that the femininized constructions of the Orient in popular American
culture during this period idealized a notion of Americanization where
the Oriental woman is transformed from “dangerously transgressive
into a symbol of domesticity” (Lee, 1999, pp.162). Madame Nhu,
therefore, represented the “dangerously transgressive” Vietnam that
not only the US sought to domesticate as an ally, but also one that
threatened Kennedy’s ideology of American masculine power.
Racialized and sexualized constructions of Madame Nhu
in Western political spheres and mass media suggest that criticisms
were largely founded on biases against Asian women and anxieties
surrounding changing power dynamics between the US and RVN.
Therefore, by problematizing Western presentations of the “Dragon
Lady,” this paper contends that Western portrayals of Madame
Nhu were rooted in sexist and racist beliefs which/that had been
manipulated in that way to maintain the hegemony of American
masculine power over a feminine Vietnam. This paper will follow
the highlights of her political career – reinterpreting Orientalized
portrayals in Western perception and juxtaposing them with her actions
within the RVN government. Given her reputation in the West for
being manipulative and power-hungry, and therefore most literature
on Madame Nhu has been heavily embedded with Western normative
conceptions and histories of gender, it is important to contextualize the
debate on her character with the cultural politics of the RVN to allow
for a more holistic assessment of her character.
Historical context:
The French attempt to reoccupy Indochina following the
Japanese surrender in World War II was opposed by the Việt Minh, a
Communist-led common front in Northern Vietnam (US Department
of State, 1950). This conflict escalated into the First Indochina War and
was later entwined with the global politics of the Cold War – where
the United States sent military assistance to French efforts against
the Communist North. The United States government justified their
actions as help to “protect security in Indochina and to prevent the
[DRV] expansion of Communist aggression” directed by the Soviet
Union (US Department of State, 1950). Following the French defeat
in 1954, the Geneva Accords temporarily divided Vietnam along
the 17th parallel between the US-backed South and Communist-led
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31
nine women on the Assembly, she spent the next four years increasing
women’s representation in government.
While her electoral success was due to a disproportionately
large constituency of Catholics, her appointment and influence within
the Assembly were due to her relationship with Diệm. These elections,
he admitted, were largely a façade because he did not believe that
people could be trusted to vote on a national government (Higgins,
1965, pp.62). As a result, the flexibility of the electoral process at
this time allowed for Diệm and his advisors to install politicians that
supported his Catholic regime, including Madame Nhu and the
protégés she wanted in the national legislature (Osborn, 2013, pp.99).
In Biên Hòa, for example, she had manipulated the polls so that her
protégé would be elected to the National Assembly, despite having
neither higher-level education nor political experience (Nguyen, 1962,
pp.12-14). This demonstrated to many intellectuals that democratic
processes were merely “fictive symbolic exercises” that created a
government supporting Diệm’s authoritarian rule.
Madame Nhu was initially praised by Western media for her
political participation and reporting focused on her work to increase
women’s representation. Her toughness, especially in advocating for the
status of women, was admired in the public consciousness as “the first
– and for a long time – the only voice to demand a showdown” against
a status quo that discriminated against minorities (“Queen Bee,” 1963).
Coverage, however, was limited to her appearance, where her energetic
participation in the National Assembly was reduced to a description of
her as a “dynamo whose tiny waist can be spanned by a pair of hands”
(Thayer, 1957). Time attributed her successful election to her ability
to wield her femininity as a tool of political manipulation – winning
“with the help of her enormous charm and an occasional whisk of a
sandalwood fan” (“When The Sky Fell,” 1958). The reduction of her
political activity to her appearance – considering the gendered and
Orientalized implications of focusing on her fan – trivialized her role
in RVN politics. This suggests that Madame Nhu’s femininity led to
the US’ automatic prescription of her as weak and non-threatening to
masculine American authority in the region, despite their recognition
of her successful political maneuvering.
The US government paid close attention to the election, and,
despite signs of corruption, intelligence reports showed little criticism
of Diệm’s manipulation of the democratic processes. One report
recognized the bias in elections but attributed the electoral results as a
byproduct of a newly independent country’s adjustment to democratic
processes (Central Intelligence Agency, 1966). The report stated that the
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wives and leaving them financially vulnerable – a common practice
that Madame Nhu publicly denounced for making women “an eternal
minor, a doll without a soul, a servant without pay” (Orshefsky, 1962).
Madame Nhu’s feminism catered to the unique conditions of women
in Vietnam where Western critics have falsely interpreted legislation for
Vietnamese women using American feminist standards.
Similar controversy emerged after her second bill, the Law for
the Protection of Morality, which targeted the nightlife scene of Saigon
– specifically “taxi dancers,” women who worked in bars and nightclubs
to serve male patrons. The Morality Law banned activities such as taxi
dancing, underage consumption of alcohol and cigarettes, gossiping, as
well as contraceptives (Osborn, 2013, pp.105).
On one hand, US media argued that her feminist policies
were austere and puritanical measures of control, rather than genuine
attempts at women’s liberation, characterizing her Morality Law as
a backward return to “traditional – and clearly Catholic – values”
(Osborn, 2013, pp.105). Media interpretation of her legislation
reflected Orientalist constructions of Asian people and societies as
fixed in a cultural stasis. Though limited, any media attention Madame
Nhu received emphasized her puritanical feminism, stating that she
had turned “the Paris of the Orient into a city almost Calvinist in
its austerity” (“Viet-Nam’s Intrepid First Lady Brings Austerity to
the Orient,” 1963). Another article likened her laws’ goal to rein in
cheating husbands with how Madame Nhu “would rein in the foreign
correspondents who often reported unflatteringly on her activities”
(“Job for Joe,” 1961). These criticisms represented the beginning
deconstruction of Madame Nhu’s identity as Vietnam’s “dainty
emancipator,” marking her transition in American public opinion into
the dangerously transgressive and authoritarian “Dragon Lady” that
imposed narrow ideals onto wider society. Madame Nhu’s legislative
actions also departed from her previous alignment with American
values, where speculations of her non-secularism threatened the
US government’s values and image as a global superpower – where
Vietnam and its political actors were seen as an extension of US
presence in the region.
On the other hand, Madame Nhu argued that her Family
Code and Morality Law addressed issues created under colonialism.
Madame Nhu explained that her legislative agenda was meant to
reverse repressive colonial laws established under French occupation,
the Precís de Legislation of 1883, that governed Vietnamese women
(“First Lady Talks to French T-Viewers About Family Law,” 1960).
These laws denied women property rights and financial stability by
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35
pp.109). This network of women subsumed smaller women’s
organizations and spread propaganda about the nationalist duties of
RVN women against Communist insurgency (Osborn, 2013, pp.109).
Upon graduating from the program, these women, whom Madame
Nhu referred to as her “little darlings,” were debuted as an extension
to the Army of the Republic of Vietnam (ARVN) (Stur, 2008, pp.70) –
pronouncing the need to prepare all citizens for combat. By 1962, it was
reported that the VWSM had over a million members and an “infinite
number of associates” (“The What and Why of the VWSM,” 1962).
As with their treatment of Madame Nhu, media coverage
fixated on the little darlings’ appearance, treating them as visual
entertainment, and belittled the corps as ineffectual because of their
feminine presentations. John Mecklin noted that oversexualized images
emphasized “lovely, wraithlike Vietnamese girls in trim blue coveralls”
and juxtaposed their femininity with their participation in rifle ranges to
highlight the dissonance between femininity and military competence
(Stur, 2008, pp.70). American media was fascinated by Madame
Nhu’s use of femininity as a demonstration of power but argued that
confidence in the infallibility of her feminine force was unfounded
(“Queen Bee,” 1963). Photo captions in Time referred to the women as
“Amazons,” comparing their wartime prowess – symbolized by the “roll
of kettledrums” – to the “gentle rap of a delicate ivory fan” (“Queen
Bee,” 1963). While such depictions associated femininity with weakness,
this obsession with and undermining of the female image revealed
an anxiety about feminine force – a literal manifestation of Dean’s
“conquering army” – threatening beliefs that masculinity defined US
power.
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37
the armed forces, such as photographs of a champion markswoman
that focused on her appearance and sexually-suggestive poses (“Dong
Tien – Forward Together,” 1962). These images of a feminine military
force had been carefully curated to contrast the pajama-like uniforms
of Việt Cộng’s women troops, which Madame Nhu declared a
“disrespect towards womanhood and feminine power,” two aspects she
believed was core to the idea of Vietnamese strength (“Angry Young
Women,” 1962). By presenting femininity as strength, Madame Nhu
asserted a reversal of Kennedy’s definitions of masculine power, where
her paramilitary force was used as a vehicle to criticize the US for
not providing RVN with enough support – further destabilizing the
power dynamic that designated America as the masculine provider and
Vietnam as the feminine damsel.
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FIGURE 4: POLITICAL CARTOON BY HERBERT BLOCK
CRITICIZING THE DIỆM REGIME OVER THE BUDDHIST CRISIS,
PRINTED IN NEWSWEEK IN 1963. TAKEN FROM FLICKR. 21
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41
“ingratitude and ill will” towards the aid provided by the Kennedy
administration (US Congress, 1963). Senator Stephen Young likened
her to the snake-woman in the poem Woman With The Serpent’s
Tongue poem, who “blackens goodness in its grave” (US Congress,
1963). Such Orientalist imagery likened her to an animal, allowing for
the Western reconstruction of power dynamics of the American man
over the Oriental beast that needs to be tamed (Uchida, 1988, pp.170).
Senator Young used criticisms of Madame Nhu as the argument for his
Senate resolution to withdraw aid from South Vietnam (US Congress,
1963). He attributed the failures of the RVN government to Madame
Nhu’s manipulative control, as well as Diệm’s inability to tame her (US
Congress, 1963).
While Madame Nhu declared a desire for total power, her
legislative actions within the government suggest that she had limited
influence beyond women’s issues. Diệm, under the advisory of Ngô
Đình Nhu, held majority control over domestic politics and foreign
affairs, according to generals in Saigon (US Department of State, 1963).
Vietnamese women traditionally held power within the family structure,
playing dominant roles in day-to-day logistics (Hoskins, 1975, pp.234).
The familial nepotism of the Diệm government blurred the lines
between Vietnamese family structure and official governmental roles
occupied by family members, where Madame Nhu’s control within
the Palace was more likely a performance of Vietnamese gender roles
that had been misinterpreted by the West. This suggests that criticisms
of Madame Nhu were partly a response to what US perceptions of a
threat to its hegemonic structure of dominance. Therefore, the rhetoric
surrounding Madame Nhu was constructed within US political spheres
as such to help the US government justify actions that recreated power
structures in which the Orient is placed back into submission.
Conclusion:
In conclusion, despite Madame Nhu’s inflammatory speeches,
Western criticism was biased by sexist and Orientalized constructions
of Asian women in politics. Her attempts to redefine femininity in
Vietnam as strength threatened American masculine definitions of
power, particularly under Kennedy, which intensified with her growing
interference in US-RVN affairs. In response, ideas of Madame Nhu
in Western public opinion and political spheres either trivialized her
success using her femininity or weaponized it to portray her dangerous
sexuality. Such constructions allowed the US government to rationalize
the withdrawal of aid and the 1963 coup that ousted Diệm – actions
that recreated power structures in which the Orient is placed back
into submission. By adopting gender as a frame of analysis, this case
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43
About the Author
Vy Nguyen is a junior at Dartmouth College majoring in Government
with a minor in Studio Art. Her research interests include development
in post-conflict societies and gender in international relations, especially
the intersection of women’s issues and global security. At Dartmouth,
she is a War and Peace Fellow and Student Coordinator for Women
and Gender Advising at the Office of Pluralism and Leadership. She
was previously a research assistant in the Government Department
at Dartmouth on menstrual health and hygiene management, and a
research intern at the Lauder Institute at the University of Pennsylvania
on think tanks in Southeast Asia.
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Block, H. (1963). Those Crazy Buddhists – Setting Fire to Themselves
[Political cartoon]. https://flic.kr/p/FoSmR6.
Browne, M. (1963) The Burning Monk [Photograph]. Associated Press.
https://www.ap.org/explore/the-burning-monk/.
Bui, D.T. (2018). Embodiments of difference: Representations of
Vietnamese women in the U.S. cultural imaginary [Doctoral
dissertation, University of Illinois at Urbana-Champaign].
Champaign. https://www.ideals.illinois.edu/items/87874.
Bui, D.T. (2012). Reporting on Madame Nhu in the Viet Nam War:
Representations of the Gendered Other. positions, 20(3),
pp.851-875. https://doi.org/10.1215/10679847-1593573.
Central Intelligence Agency. (1966, March 9). A Review of Election
Processes in South Vietnam. https://www.cia.gov/
readingroom/docs/CIA-RDP79T00826A000400010040-7.
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“Dainty Emancipator.” (1959, January 26). Time.
Dean, R. (2001). Imperial Brotherhood: Gender and the Making
of Cold War Foreign Policy. Amherst: University of
Massachusetts Press.
“Dilemma in Vietnam.” (1963, September 12). New York Times.
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President John A. Hannah. History Vault, Folder: “US-South
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February 20). Times of Vietnam.
Higgins, M. (1965). Our Vietnam Nightmare. Harper & Row.
Hoskins, M. (1975). Vietnamese Women: Their Roles and
Their Options. In D. Raphael (Eds.), Being Female
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Keith, J. Producing “Miss Saigon”: Imaginings, Realities, and the
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Arthur M. Schlesinger, Jr. Hyperion Audio.
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reverence, propaganda of mythical symbolism, and cooperation with
priests (Shimazono and Murphy, 2009, p. 101). Historical narratives
also provided evidence for the penetration and prevalence of another
similar core ideological construction of Kokutai stressing loyalty
and devotion to the state. The concept was strongly and explicitly
interconnected with religious nationalism and established its fame
among a number of audience groups, even the class of businessmen
whose profit-seeking behaviors were seemingly contradictory to
Kokutai’s underlying statism (McClain, 2001, p. 230).
One alternative, or complementary, framework in addition
to the traditional analysis of institutional reforms and ideological
formation is to investigate the indirect, endogenous role of technology
in Japan’s state consolidation, under Professor Daniel Deudney’s
geopolitical thinking. His geopolitical study focuses on world order,
the interactions between political arrangements and the material
context - the set of material determinants of protection and destruction
including the independent material force of technology (Deudney,
1997, pp. 102, 105-106), and the role of technology on human security
(Deudney, 2020).
This essay will follow Professor Deudney’s framework and
address the security and technological rationales behind the remarkable
social and institutional changes in Meiji Japan’s consolidation, with
two major branches of his theory – Republican Security Theory and
Historical Security Materialism. A sample focus of the essay can be
how changes in the material forces shaped and interacted with the
reformations of the ideological superstructures, or how the social
progress, marked by the appearance of bureaucracies, universal
meritocracies, citizenship, and political modernization (Ikegami, 1995,
p. 194), correlate to technology. To organize the narratives, while
introducing geopolitical concepts raised by Professor Deudney, the
essay will focus on two realms of outcomes of technological changes
– military and economy – along with implications on government
structure and security.
Republican Security Theory and Meiji Japan’s Historical
Background:
The very first task of this investigation is to understand how
Professor Deudney’s contribution to Republican Security Theory
(R.S.T.) provides the tool for standardizing the qualitative descriptions
of material contexts. While the majority of R.S.T. arguments
feature the fate of republican polities, R.S.T. managed to generate a
generalization of human history based on to what extent technology
has transformed the possibility of maintaining security and the need
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As the Western Imperialists became more interested in
projecting forces in the Asia Pacific, the rising regional violence
interdependence rendered the imperfect balance of power in Japan
in the late Edo Era inviable for providing necessary protection and
militarily keeping pace with the West. Hence, it seems natural to
view the later civil war and political centralization in the Meiji Era
as intensive adjustments toward an internal hierarchical structure
necessary for self-preservation.
Historical Security Materialism (H.S.M.) and Technology:
Another tool of Professor Deudney’s geopolitical analysis is
Historical Security Materialism (H.S.M.), elaborated in his journal
article “Geopolitics as Theory” (2000). H.S.M. formulates that
elements and forces in the material context, especially the forces of
destruction, “condition the viability of different modes of protection
[security practices] … and their attendant ‘superstructures’ of political
authority” (p. 80). In other words, the reality of destructive and
protective potentials in the material context has a net overall influence
on the viability of various forms of governance, which are responsible
for the conduct of policies and campaigns to provide security, often in
distinct manners. Such a framework puts forth functionality arguments
on the capability of political arrangements to address security concerns.
In Meiji Japan’s case study, exposure to unprecedented levels
of violence interdependence marked the loosely concentrated state
power as dysfunctional for self-defense. Instead, vulnerability toward
technologically advanced Western Imperialists made state consolidation
a viable approach for Meiji Japan to seek security. The consolidation
could enhance security by abolishing the imperfect balance of power
that restrained the development of defensive capabilities, centralizing
and boosting violence interdependence, and carrying out campaigns of
technological assimilation. However, we shall see that progress in state
consolidation and technological assimilation would also somehow alter
the realities in the material context and impose new security incentives.
In H.S.M., science and technology have double-sided roles
in the formation of a modern autocracy in Japan. The material
context included modern science and technology because the edges of
developments in military technology shaped the forces of destruction.
As a result, the backwardness of Japanese military technology in
the mid-1850s was a critical security threat to itself. As mentioned
before, when the external violence interdependence kept booming and
becoming intense on a continental level largely due to technological
innovations, interstate conflicts had the potential to inflict irreversible
damages on political entities within the geographical region of the same
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size as a continent (Deudney, 2007, pp. 38-41). That being said, the
potential destructiveness of Western Imperialism, or attacks from any
outsiders with modernized military forces, could peril Japanese society.
Moreover, for Japan, the embracement of science and technologies
was also a crucial constituent of the set of security practices, or modes
of protection, as the applications of modern science and technology
thoroughly altered the level, composition, and distribution of violence
interdependence in East Asia.
Furthermore, there is a major concern in geopolitics: the
preciseness of assertions. In many classical works of Global Geopolitics,
famous thinkers like Halford J. Mackinder often put forth determinist
arguments that examined the likeliness of specific trends or patterns,
such as Mackinder’s propositions on links between Heartland and
global dominance (Mackinder, 1996, p. 106). In this essay, the author
tends not to make such determinist statements.
Overall, the research question is essentially about how modern
technology, as both an element of material context and the subject in a
set of security practices, facilitated and favored hierarchical formation
as a viable structure of political authority to address the varying security
concerns of Japan in the Meiji Era by altering the society’s military and
economic foundations.
Development of Military Technology Amid Changing
Security Needs:
In an age of conflicts and war preparations, military
technology unsurprisingly came to the front stage of Japan’s state
consolidation scheme. From locking down borders to establishing
Western-style military forces, Japan has undergone revolutionary
changes in the nationwide campaign of military modernization. The
general pattern of this process was close to the proposition of Professor
Deudney’s H.S.M. model: specific security needs, arising from certain
material realities, highlighted the superiorities of certain strategies and
military technological developments, which then played indispensable
roles in the rise of new institutions and authorities and, through many
different mechanisms, contributed to the breakdown of the balance of
power.
In particular, we can utilize three relevant geopolitical ideas
in R.S.T. to generalize Meiji history and investigate the role of military
technology in the process of state consolidation chronologically: axiality
(of technological endowments), functionalities of mixture, and the
intercorrelation between state-making and war-making.
53
Axiality and State Unification
Modern technology, and its military applications, destroyed
the fundamental, underlying logic of the viability of a balance of power
in Japan, as the military technological inventions have pushed human
beings’ destructive potentials beyond many pre-existing limitations in
pre-modern times. In geopolitics, such a feature of technology could
be categorized as axiality, and technology itself would be a power asset
due to the ability to influence the extent and distribution of political
power. In short, the axiality of modern military technology answers the
question of how the new rulers in the Meiji Era came into power by
overthrowing the Shogunate together with feudal traditions.
Before jumping to the case, we need to elaborate on the
significance of axiality of technology. The most important reality of
technology’s axiality is that the ownership of “master assets,” including
technology, determines the distribution of power (Deudney, 2007, p.
44). Trendy military technology is certainly an axial power asset – one
that generates disproportionate influences relative to its scale – in places
just starting to equip its forces with the most recently invented weapons,
where even a limited degree of equipping could have rapidly improved
an actor’s competitiveness significantly. Therefore, when increasing
violence interdependence threatens survival, unit-level actors should
acutely identify and systematically exploit the technological advances
to disproportionally increase their advantages or overcome existing
disadvantages. Doubtlessly, the distribution of axial assets is essential, as
Professor Deudney argues that the more concentrated the distribution
of power assets, the more likely the emergence of hierarchical
structures in a region (Deudney, 2020, p. 281). Nonetheless, the effect
of technological assimilation also depends on how successfully an actor
can modify the system-level designs to maximize the efficacy of the new
forces of destruction, as we will see in this section.
Meanwhile, it is also necessary to observe how natural
restraints on violence turned out increasingly obsolete, as violence
interdependence increases along with scientific and technological
advances (Deudney, 1997, p. 103). Topography, as the main natural
terrestrial determinant of violence, has been a crucial indicator of
the feasibility of regional dominance throughout ancient history.
Fragmented topography is effective at impeding rival invasions and
giving defenders an asymmetric advantage in conflicts (Deudney,
2007, p. 41). However, the importance of topographical unevenness
in defense is not completely free of being dominated by other factors.
Technology also enters the list of factors that create possibilities of
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55
robust domains or the Shogunate, or arm themselves as the northern
domains did. Nevertheless, a pure distributional analysis was insufficient
to account for the victory of the Imperial forces, mainly consisting of
Chōshū, Satsuma, Tosa, and Saga’s troops, since the pro-Shogunate
alliance initially owned more firearms than the Imperial forces (Fuess,
2020, p. 91).
Instead, the key advantage of the Imperial forces came
from the organizational factors that increased the efficacy of utilizing
modern military technologies. Besides morale, two major differences
generated and widened the gap in combat effectiveness between the
Imperial forces and the pro-Shogunate alliance and the later alliance
among northern domains. The first one was the conduct of resourceful
tactics and the wider applications of knowledge on artilleries, which
gave the imperial forces superior firepower on the battlefield. This
superiority allowed the imperial forces to exercise blockade and
siege and became an important reason for the low relative casualties
on the Imperial side (Drea, 2009, pp. 10-19). With such tactics, the
Imperial forces successfully assaulted several fortifications built along
topographical barriers. The second one was the financial and political
capabilities of quickly mobilizing, supplying and arming a standing
force. The Imperial forces allied with many domains and merchants
to secure routes of logistics, guarantee military supplies, and directly
dispatch the forces of other domains in expeditions (Tōru, 2020, pp.
159-167), and such demanding orders were backed up by military
technological superiorities. This alliance allowed the Imperialists
to secure logistics and orderly transport personnel and supplies
through the mountainous regions that could have been full of risks
of ambushing in a hostile environment. With these organizational
and strategical odds, the Imperial forces more effectively unleashed
the axiality of modern military technologies than the pro-Shogunate
alliance, as well as outnumbering the opponent in both firearms and
soldiers in 1868. Finally, modern military technology redistributed
opportunity to power from the Shogunate to proactive local leaders in
Chōshū and Satsuma, and the Boshin War eliminated most supporters
of feudal traditions constituting the balance of power.
In general, the success of Chōshū and Satsuma in the 1860s
could be accredited to not only the concentration of the stocks of the
axial asset – modern military technology – by these domains, but also
the successful upgradation of military organizations with the help of
more efficient mobilization, transportation, tactics, and training. The
expansions of military technological endowments of the major domains
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57
smaller uprisings generated almost no significant threats to the new
regime.
With intensive training, better equipment, and successful
institutional and tactical reforms, the Meiji government rapidly
increased and, more importantly, centralized control of domestic
violence interdependence by embracing modern military technologies
practically and institutionally. Over time, the security risk of internal
instability gradually ceased to be a severe security concern. Then, the
Meiji government redirected the mixture of military forces toward
the security motive of reducing vulnerability toward foreign invasions,
which required great amounts of investment in naval technologies and
warships.
The establishment of a modern Japanese navy came after the
maturity of the army in a competitive environment. Japan’s inability
to produce advanced modern warships was contradictory to its goal
of oceanic security - protecting the trade routes and preventing
foreign navies from approaching the homeland. Besides, the Japanese
military viewed Russia’s interests in the Far East and China’s rapid
modernization of armies and navies as direct threats (Lengerer, 2019,
p. 47). Therefore, the sole choice on the table was to take advantage of
Western shipbuilding technologies via purchases of foreign vessels and
substantially raise expenditure on imports. During the 1880s, many of
the Japanese naval purchase deals aimed at tackling the weakness of
the Chinese fleet. Institutional changes, namely the foundations of new
organs in the Ministry of Navy, the enlarging recruitment of sailors, the
build-up of naval facilities, and appointments of naval officers to study
abroad, followed (Lengerer, 2019, pp. 51-53).
Ultimately, the outward-looking strategy of importing naval
vessels and learning from Western maritime technologies enhanced
state consolidation by justifying predatory taxations (Pyle, 1978, p.
105), as well as by expanding the state’s military capacities. What’s
more, these purchases drove Japan farther in the direction of sea power
formation, and such changes in mixture provoked far-reaching changes
in Japan’s capability of carrying out military operations overseas.
War-Making and State-Making
From roughly 1890 to 1905, Japan not only established
victorious military forces but also accepted the role of a rising
Imperialist. While funding the upgradation of the army and navy, the
Japanese government extended and amplified many of the security
practices mentioned before, such as setting up military academies,
modifying budgets, and enforcing conscriptions. However, Japan
demonstrated aggressive behaviors even before achieving strength, in
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Westernization, over China and Korea. Subsequently, the increasing
violence interdependence during the Sino-Japanese arms race and
the prevalence of eagerness for conquering Korea in Japan led to the
outbreak of the First Sino-Japanese War over the domination of Korea
in 1894-1895, which ended with a humiliating defeat of China and the
incorporation of Korea into Japan’s sphere of influence (Kim, 2012).
As Japan underwent the transition to an Imperialist, future
collisions with the more powerful opponents, the Western Imperialists
and Russia, became highly probable, if not inextricable. Therefore, the
expansion of war-making capacities induced the self-fulfilling cycles
of constant war preparations and brutal conflicts in the late Meiji Era
and early Taishō Era when Japan started to compete with Western
Imperialists in the game of Chinese affairs, catalyzing further rises
in regional violence interdependence. But many have also explained
Japan’s imperialist transition with Japan’s “keen sense of insecurity and
vulnerability” starting from Perry’s arrival (Pyle, 1978, p. 108).
By the end of the Meiji Era, Japan had stepped away from
the original security motive – becoming technologically viable and
functional for state-making and self-preservation – to adopt Imperialist
expansions as security practices at the height of a regional hegemon,
with confidence in Japan’s growing technological endowments.
Unfortunately, the vicious nature of Social Darwinist thinking, behind
the expansionist ideologies of Japan, led Japan and East Asian countries
to catastrophes in upcoming total wars as Japan neglected the riskiness
of intense violence interdependence at a continental level when
coercively looting Westerners’ interests in Asia.
Technology and Japanese Capitalism: Economic Changes
Strengthening the State:
In the framework of this essay, the economy should also be
treated as a core component of material context, as economic potential
also lies in the discussion of national security. For instance, the idea
that productive and industrial capacities can determine a state’s
power relative to others is embedded in the traditional views on the
geopolitical concept of war potential (Knorr, 1957, p. 50). Moreover,
emerging states depend on steady economic growth to generate
financial and capital resources that can be injected into the military and
other security-related sectors. These influences of economic potential,
in military struggles, have the key implication that building a strong
economy is consistent with security motives, at least in broad principles.
In Meiji Japan, technology was at the center of splendid
economic achievements. The wide applications of modern technology
revolutionized most aspects of economic routines - production,
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61
niche. One more important feature of the collusive relationship
between the state and corporations was the low distinctiveness between
the military and civil applications of tools of production, which arose
from the fact that Japan was a late developer. In a void of modernized
domestic capacities to efficiently produce basic supplies, the government
facilitated the import of civil technologies of production to modernize
manufacturing capacities of steel, clothes, and mechanics (Okuma,
1900, pp. 678-683), which also satisfied the need of automating national
defense industries. Also, the firms fulfilled their duties of aiding the
government with operational capacities. One example was Mitsubishi’s
free lease of steamships to the government to transport supplies and
soldiers in the Southwest War, as a reward for the government’s support
of shipping services (Davies, 1985, pp. 46-47).
Nonetheless, the initially low distinctiveness did not come to
an end after the industrial giants thrived in Japan’s industrialization.
The zaibatsu continued to follow the government’s policy guidance,
marched on advanced manufacturing sectors, and took the lead in
the innovations of many sophisticated technologies. One example
was Mitsubishi’s purchase of Nagasaki Shipyard and investigation
of shipbuilding technologies under policy incentives (Kazuo, 1966,
pp. 547-548), which laid the foundation for Japan’s autonomation of
military vessel production.
The constantly low distinctiveness in Japan should have
generated serious security and political concerns. Such a feature
allowed the government to gradually get rid of reliance on foreign
technologies and weapons by tightly cooperating with the domestic
industrial giants, while this feature also decreased Japan’s cost of
launching wars by allowing the government to conveniently divert
civil industrial capacities into military uses (Addicott, 2017, pp. 5-11).
The ambiguous gaps between military and civil production capacities
foreshadowed the difficulty of “strategic neutralization” – the rough
equalization of violence capabilities among neighboring polities -
according to Professor Deudney (2007, p. 46), and such a feature of the
Japanese economy was truly abused by the militarist governments in
later periods. With other institutional pro-expansionist social agendas,
the deficiency of separations between military and civil economic
routines provided favorable conditions for Imperialism and the
sustenance of an autocracy.
In general, the Meiji government handled easy access
to resources for war preparations and armament by establishing
symbiotic relationships with zaibatsu, while the wealthy and influential
capitalists were then unlikely to impose powerful checks on state power.
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63
advances transform modes of production, the consequent changes
in “the composition of the labor force” may lead to changes in social
relationships (Heilbroner, 1967, p. 340). In the Japanese case, the
prosperity of modern industries redistributed many opportunities
from aristocracy to the originally peripheral population and stimulated
fair competition between these social classes, weakening the political
influences of a large proportion of privileged high-rank Samurais.
Growth in technological and industrial capacities has reshaped
the social statuses of individuals by activating social mobility, as we
can see from the struggle for class equalization and the formation of
meritocracy. The huge demand for knowledge of modern science,
technology, and industry boosted the bureaucratization of Meiji
Japan and the rise of commoners in government branches, where
examinations replaced social ranks as determinants in recruitment
(Fulcher, 1988, pp. 234-235). Together with better education,
new occupational opportunities for commoners resulted in the
empowerment of citizens for the sake of improving overall labor
productivity. Essentially, people with better knowledge of various
subjects of modern science and technology, regardless of class
identity at birth, were large beneficiaries of the Meiji Restoration as
these individuals gained unprecedented opportunities for attaining
wealth and power. This “functionalistic egalitarianism” critically
undermined the necessity of preserving the privileges of hereditary
aristocrats, whose success now also depended on knowledge of modern
science, technologies, and industries (Sonoda, 1990, pp. 100-102).
Over time, technology offered so valuable a chance for commoners
and average citizens to promote class equalization and even become
new social elites. Then, the new government denied the Samurais’
hereditary roles in local administration, as a matter of course, and
proactively incorporated many talented professionals to strengthen the
government’s endowment of human resources and social influences
(Yamada, 2021, pp. 865-873). The reform centralized administrative
duties into the enlarged bureaucratic system originally dispersed among
local nobles.
Through this mechanism, exposure to science and technology
catalyzed the formation of a new class of social elites who participated
in the formation of a largely civic autocracy that also involved a fair
number of military leaders and some open-minded, well-educated
aristocrats emerging as important decision-makers in the new economy
(Harootunian, 1960, pp. 439-442). Although many high-rank Samurais
remained factually privileged and influential even in
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the new government, one should not overlook the importance of this
liberal reformation agenda as the commoners’ chances for promotion
increased astoundingly (Matsumoto and Okazaki, 2023).
The liberal agenda failed to directly transform Japan into
a civil society in the Meiji Era and did not shatter the oligarchical
structure in the executive branch of the central government. The
oligarchs, including renowned figures such as Itō Hirobumi, Yamagata
Aritomo, and Kuroda Kiyotaka, restrained the appearance of popular
sovereignty both ideologically and institutionally through the 1889
Constitution, though the setup of the Imperial Diet opened new gates
for civic politics (Akita, 1962; Pyle, 1978, pp. 96-97).
Conclusion:
This essay reviews the role of science and technology in
both the construction of military and economic foundations of Meiji
Japan, and the discussions also covered the corresponding influences of
modern military science and production technologies on the capacities
of the autocratic government to conduct tasks of state consolidation
– monopolization of access to political power and domestic violence
interdependence.
First, technological assimilation was a key strategy in the
construction of military foundations of Japan’s state consolidation
and other responses to security concerns. The lethality of Western
military technologies created unprecedented opportunities to overrun
the topographical restraints to national unification, strengthened the
absolute dominance of a government army, imposed the possibilities of
off-coastal defenses, and constituted the driving forces behind ceaseless
war-making. The processes of learning, adopting, and applying
military technologies directly concentrated and upgraded the violence
interdependence under the Meiji government’s control. Such processes
also responded to the shifts in security motives from assuring internal
stability to asserting sea command, eventually giving rise to Japan’s own
expansionary schema.
In addition, this essay also elaborates on how systematic
features of an economy can serve as a factor in geopolitical thinking on
national security and state consolidation. The importance of industrial
bases in public finance and military campaigns makes the economy
necessarily a factor in a state’s capability of security provision. In
practice, the Meiji government pioneered not only the introduction
of production technologies but also the associated projects such as the
construction of physical infrastructures. Through supportive policies,
the Meiji government managed to collude with the large corporations,
which fulfilled the designated duties in war preparations and expansions
65
in return. Simultaneously, technological adaptions induced changes in
labor structure and further weakened the social influences of traditional
aristocrats. On the contrary, the government proactively merged new
professionals and merchants to form a new class of social elites, making
the rule and mobilization of resources more efficient and convenient.
To sum up, Japan’s openness to Western science and
technologies incredibly enhanced its military and economic capacities,
and technological assimilation indeed served as a strategic tool for the
new government to protect the regime, penetrate the society, and assist
the grand strategies for security provision. Therefore, the learning
process effectively consolidated the balance of power into an oligarchic
autocracy. While the author intends to not make radical, determinist
arguments and over-simplify modern history into abstract narratives,
anyone shall not ignore the explicit and implicit presence of modern
technology in the consolidation of the Japanese state through the
creation of political possibilities and security incentives.
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67
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Introduction:
73
examine whether mainstream media affects the personal perceptions of
individual Canadians when it comes to the homeless population.
With professional media as a socializing agent, the media
holds the power to create shared ideologies which ultimately manifest
into collective actions and social realities. Studies find that derogatory
language used by politicians, the public, and the media nurture a
hostile public perception of homelessness (Speak & Tipple, 2006). The
conversation around homeless perceptions and the media is particularly
salient for racial relations in Canada. First Nations, Metis, and Inuit
peoples comprised 20-50% of Canada’s homeless population in major
urban areas in 2019 (Head, 2019). Thus, when we discuss issues of
homeless representation, it is an issue that affects the Indigenous people
of Canada disproportionately compared to other groups in Canada
due to the historical marginalization and persecution of Indigenous
communities.
The final report of the Truth and Reconciliation Commission
of Canada (Truth and Reconciliation Commission of Canada, 2015)
pledged to support Indigenous peoples in reclaiming their Indigenous
spirituality, healing, and sense of identity, which the government admits,
had historically been taken from them along with their land. However,
six years after this statement, the 2021 Focus Canada survey suggests
that only 5% of Canadians mentioned “the need for reconciliation
or more support for the Indigenous Peoples” as their immediate
thought when asked about Canada’s Indigenous Peoples (Canadian
public opinion about Indigenous Peoples and reconciliation, 2021).
Such imagery of this group creates a discrepancy between the ways
the Canadian government aims to assist in rebuilding the Indigenous
identity and the social reality that is perceived by the general public. On
the other hand, positive narratives describing Indigenous homelessness
purported by the news can influence personal preferences for donating,
voting to impact policy, or simply exercising empathy towards this
community.
Emerging Canadian literature has begun to trace and
understand the relationship between homelessness and structural
factors outside an individual’s control (Thistle, 2017). For example,
shifting the blame for Indigenous homelessness from individual failure
to Canada’s colonial history and intergenerational trauma tied to
forceful displacement, forced assimilation, and stripping Indigenous
peoples of their homeland. For example, Beaulieu and Stewart (2014)
recognize how the removal of Indigenous children from their homes
during the recentlyabolished residential school system and “Sixties
Scoop” eras contributes to homelessness in a cultural, communal,
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and spiritual sense. Further, the current Canadian legal and judicial
regulations are built by settlers and fail to encompass Indigenous
rights and identity as part of the national fabric (Christian Aboriginal
Infrastructure Developments). The term, “Indigenous homelessness”
itself thus, carries a complex weight of Canadian history and a call for
permanently dismantling structural barriers contributing to the housing
struggles and mental disbelonging of Indigenous peoples in their
homeland.
The Environics Institute’s 2016 national survey on non-
Indigenous Canadians’ attitude toward Indigenous peoples found
that 36% of their knowledge of Indigenous peoples is obtained from
newspapers (Canadian Public Opinion on Aboriginal Peoples, 2016).
Despite the overrepresentation of Indigenous peoples among the
homeless population in Canada, “[h]omelessness remains one of the
most misunderstood and least documented social policy issues of our
time” (Ralph Nunez & Cybelle Fox, 1999). There has been a lack of
literature that reports Canadian professional media’s portrayal and
its effect, or lack thereof, on public ideologies about this social issue.
The lack of existing texts, as well as the historically and structurally
founded urgency, contribute to the following research questions as the
foundation of this study.
Research Question 1:
How is Indigenous homelessness being discussed by
professional media via newspaper articles and in social media, through
Twitter? More specifically: what is the tone being used (positive, neutral,
or negative) and what are the topics Indigenous homelessness is being
associated with?
Research Question 2:
Does the professional media’s portrayal of Indigenous
homelessness impact its public perception, as expressed on Twitter?
Literature Review:
Creating Narratives on Homelessness:
Research suggests that issues may not be inherently perceived
as problematic, but are socially constructed by a collective definition
(Hrast, 2008). Social narratives substantially impact an individual’s
sense of self and their outward projection toward society as a whole,
in which biases can worsen existing social issues. A qualitative study
conducted with 27 homeless individuals under the shelter system
found that many of the participants feel a devalued sense of self, with
feelings of alienation and isolation (Boydell et al., 2000). The same
study also demonstrates how the stigmatization faced by the homeless
community manifests into barriers that impede homeless individuals’
75
ability to overcome substance addictions and abuse. Thus, the first step
to creating solutions to homelessness is by understanding the way it is
being framed — a narrative that would convince the general public
and institutions to cooperatively foster a more comprehensive approach
to the issue (Jacob et al., 2003). The question comes to: do narratives
actually construct social problems? What kind of narratives are
circulating about homelessness?
Professional Media: A Tool to Shape Reality?
The Media and Public Perception
As the world grows increasingly connected, yet somehow
everso polarized through the development of technology, the media
holds the power to frame, assimilate, and structure information about
social problems now, more than ever. Hence, the news acts both as
an information source and a reflective agent of public interests (Wahl
et al., 2002). A study by Iyengar and Kinder (2010) indicates that
depending on the cultural and financial background and needs of
certain communities, information on news sources often circulates
around “echo chambers.” This phenomenon may become dangerously
blindsiding unless individuals consciously seek out opinions opposing
the main sources of news they consume. Thus, it is extremely important
to understand what is being reported in the media as it holds leverage
to mobilize public support for solutions and policy making.
The Media and Policy Impacts
Although there has been a lack of research specific to the
media portrayal of homelessness and policy impacts, a study in the
United States examined the relationship between news sources from TV
media and political participation using structural equation modeling
(SEM) (Jo¨reskog, 1993). The study concluded that media bias plays
different roles in different contexts, but confirmed a certain extent of
political influence enforced by the media. Despite the obvious differing
political, social, and cultural climates between the United States and
Canada, these results serve as a reference in solidifying the question:
does the media shape political outcomes in a democracy? Although
there has been no definite answer to this query, the influence of public
opinion in a democratic social system pushes the importance to study
the relationship between media and public perception to a greater
extent.
Indigenous Homelessness in Academic Literature
Indigenous homelessness, specifically in Canada, has mainly
been studied with the goal of understanding the unique circumstances
surrounding Canada’s Colonial history. Christensen (2017) challenges
the singular definition of homeless, especially in the context of
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77
being positive, negative, and neutral are subjective. However, this
subjectivity can be better understood through critical analysis of the
emotional and rational responses elicited in the context in which each
theme is described.
Sample
Newspaper articles were sourced from 12 Canadian news
publishers in the time frame of 2017-2021. This is a Canadian
nationwide study, not restricted to any specific region, so newspaper
publishers were inclusive of newspaper publishers located across
Canada. These newspaper sources were chosen based on their highest
total number of published articles compared to other sources. Chosen
newspaper sources include The Globe and Mail, Toronto Star, The
Winnipeg Sun, The Brandon Sun, Calgary Herald, Edmonton Sun,
Edmonton Journal, Vancouver Courier, Vancouver Sun, Times -
Colonist, The Winnipeg Free Press, and the Waterloo Region Record.
A total of 250 newspaper articles and 250 tweets are included and
analyzed in this study.
Coding System
The development of the coding framework took reference
from Chen and Lawries’ (2021)Newspaper depiction of mental and
physical health and Richter et al. (2011)’s Homelessness Coverage
in Major Canadian Newspapers, 1987-2007. The former provides
insights for the categorization of positive, negative, and neutral themes
in the assessment of the sentiment newspaper articles are written in.
In particular, the impacts of phrases focusing on physical and mental
health are categorized according to the associations that would elicit
various emotional responses from readers. Instances suggested in the
study include vocabulary such as “cure” that would be categorized as
positive, “death” as negative, and “trial drug” as neutral. Richter et al.’s
organization of sub-themes also informs the categorization of certain
phrases under the main themes, such as “housing-related issues,”
“economic factors,” “illegal activity,” and so on.
The categorization of keywords or phrases that would fit into
this coding system is also determined based on the context in which
they are described. However, the assumption that a newspaper article or
tweet would only consist of one of the three themes does not stand as
a newspaper article or tweet may simultaneously contain a positive and
negative theme. Moreover, the time and resources this study possesses
do not have multiple researchers discerning whether a newspaper
article or tweet should fall under the positive or neutral category in the
case of it having two positive themes and two neutral themes. Hence,
the number of themes would be calculated relative to the total of
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positive, neutral, and negative themes per year and per the total articles
between 2017-2021. These percentages are the primary agents of data
analysis.
Positive themes in this study are categorized by an emphasis
on a structural or sociological approach to the issue of Indigenous
homelessness. In other words, positive themes are those that elicit
affirmative perceptions of Indigenous homelessness as a complex
issue with a tremendous amount of historical and structural reasons
behind it, and it should not be defined by the simple explanation of
individual responsibility. Neutral themes include general causes of
and information about Indigenous homelessness that the public would
benefit from knowing. Lastly, negative themes include events and social
phenomena that would lead the readers to associate the Indigenous
homeless population to that are generally labeled as criminal-like or
unwanted, which would generate significantly negative emotions such
as anger and disgust, as found by a study by Park (2015). This coding
system is more elaborately demonstrated in Table 1.
Table 1: Coding system for newspaper articles and tweets
Tone Source Date Theme Description
Positive A ‘forward 03/30/2017 Calls For “Just as government
focused’ look at Government has played a role in
indigenous Action creating dispiriting
homelessness policies that
Author: effectively destroyed
Theobald, indigenous culture,
Claire Thistle said there is
Publisher: room for government
Edmonton Sun to support indigenous
communities in
rebuilding.”
Neutral Wintry weather 11/09/2017 Shelters “Staff at Canada’s
puts chill on largest homeless shelter
homeless are assembling kits to
shelters; ward off frostbite, as
Numbers the return of colder
of destitute weather brings a rise in
needing a shelter use in the city.”
place to sleep
climbs as the
temperature
drops
Author: Bill
Kaufmann
Publisher:
Calgary Herald
79
Negative Homeless 10/05/2017 Addiction “A high proportion of
‘pinch’ hits homeless women live in
women in the Fraser Valley and
Fraser Valley resource workers in the
Author: Nick region say there is a
England dire need for affordable
Publisher: The and supportive housing
Province for those fleeing abuse
with their children
or struggling with
addiction.”
Positive Twitter Author: 12/06/2017 Colonization “Shaking Off the
David Rider and #Colonial Inheritance:
Username: @ Residential #Homeless
dmrider Schools #Indigenous #Youth
Impact Resist, Reclaim
and Reconnect, @
homelesshub : http://
ow.ly/k8w230c MajM”
Neutral Twitter 05/26/2020 Covid-19 “#Montreal’s
Author: reopening increases
Jane George #COVID19 risks
Username: @ for homeless, says
sikugirl #Indigenous coalition
| Nunatsiaq News”
Negative Twitter 12/31/2020 Poverty “Not to mention the
Author: LJP cutting of #jobseeker
Username: to below the poverty
@ line, the number of
LJP4abetterOz #homeless, state of
#INDIGENOUS
people and the #jobless
all leading to issues of
#publichealth.”
Findings:
As seen in Table 2, the tone of newspapers on homelessness
in Canada are mainly positive. More specifically, positive themes
comprised 46.4% of the total themes among all articles from 2017-
2021 compared to negative themes, which comprised 18.9% of the
total themes, and neutral themes, which comprised 34.7% of the total
themes. When assessing how the tone of articles has changed over
time, however, we notice a 9.1% decrease in positive themes in articles
between 2017 (50.9%) and 2021 (41.8%). This 9% decrease in positive
themes was driven by a 10.7% increase in neutral themes (from 27.1%
in 2017 to 37.7% in 2021) and a 1.5% increase in negative themes over
the same period (from 22.0% in 2017 to 20.5% in 2021).
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Negative 47 47 66 35 45 240
(22.0%) (17.3%) (24.1%) (12.2%) (20.5%) (18.9%)
Goal: What is the distribution of positive, neutral, and negative themes in newspapers. How has that
changed over time.
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Table 3a: Positive themes mentioned in newspaper articles over time (Ranked
from most to least, referring to how many articles mention them.)
Positive Themes 2017 2018 2019 2020 2021 Total
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83
for which a deeper dive into the alternate reasons for Indigenous
homelessness that may not come first to the mind of the general public
are explored.
The third category of positive themes include general
attempts to humanize Indigenous homelessness, but not as specific to
the historical and structural causes of such. For instance, “Victim,”
appeared in 25 newspaper articles, and “Humanizing Descriptions,”
was mentioned in 14 articles between 2017 and 2021.
The last category includes the relationship between Indigenous
Homelessness and public responsibility. These themes include “Efforts
Supporting Issue,” which discusses Individual and NGO actions that
spoke up or acted upon bettering the Indigenous homeless situation,
appearing in 25 articles between 2017 and 2021. Other themes include
“Urge for Individual Actions,” mentioned in 12 articles and “Call for
NGO Actions,” mentioned in two articles between 2017-2021. These
themes both create a space for which individuals are encouraged to
think about Indigenous Homelessness not as an out-of- reach social
issue, but rather as something that they can contribute to supporting,
whether if it means from a distance or directly through volunteering.
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Table 3b: Neutral themes mentioned in newspaper articles over time (Rank,
from most to least. Referring to how many articles mention them.)
Neutral Themes 2017 2018 2019 2020 2021 Total
Shelters 22 12 18 20 24 94
Pointing out that Indigenous are 11 13 9 22 5 60
Overrepresented Among Poor
and Homeless
Addressing Indigenous 3 13 11 11 18 56
Homelessness Specifically
Mental Health 12 9 12 7 7 47
Housing 4 10 19 9 2 44
COVID-19 0 0 0 25 18 43
Youth 0 12 5 6 2 25
Police 0 13 10 5 0 28
Finance 5 6 2 2 5 20
Public Health 1 1 5 11 2 20
Public Safety 0 0 1 0 0 1
Goal: Table 1a describes the general trends of differently tone, as interpreted by themes in newspaper
articles, this is being more specific about what themes in each category (+, -, 0) are being used, whether
they are changing over time
85
These themes specifically address groups affected by and involved in
the issue of Indigenous homelessness. For instance, the proportion
of Indigenous peoples among homeless individuals, and the fact that
youth significantly comprise a percentage of the Indigenous homeless
population. On the other hand, the police, as a force anointed with
responsibility to maintain social order is also a group that is directly
involved in this issue, leading to reflections such as: are the police
trained specifically to cope with Indigenous homelessness?
Further, neutral themes, such as “Mental Health,” “Housing,”
“Covid-19,” and “Finance” are, in a total, mentioned in 154 articles
between 2017 and 2021. These themes speak to the potential causes of
Indigenous homelessness that are generally motivated by unexpected
social events or social climates specifically to the different state of the
world. Specifically, we see a spike of “Covid-19” in 2020, from 0 to
being mentioned in 25 articles in 2020 and 18 articles in 2021. This is
due to the obvious beginning of the Covid-19 pandemic in 2020, and
journalists mentioning Indigenous homelessness in the context of this
urgent and impactful time.
Lastly, “Public Health” and “Public Safety” are, in total,
mentioned in 21 articles between 2017 and 2021. These themes
describe Indigenous homelessness as a “tragedy of the commons”
(Hardin, 1968). They serve to remind readers that Indigenous
homelessness is an issue with far-reaching impact that could be
experienced by anyone in the general public. For instance, the
increased homeless rate is often shown to be positively correlated with
the likelihood of victimization (Roebuck, 2018). In addition, not only
are Indigenous homeless individuals especially at risk for Covid-19
infections, the fact that this virus is highly transmittable indicates that
the spread of the virus within this population does not necessarily
stop within this borderless community who are unable to “stay home”
(Population At-Risk, 2020).
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Table 3c: Negative themes mentioned in newspaper article over time (Rank,
from most to least. Referring to how many articles mention them.)
Negative Themes 2017 2018 2019 2020 2021 Total
Addiction 13 10 12 6 13 54
Substances 8 8 13 12 9 50
Poverty 13 4 9 2 3 31
Violence 7 5 8 7 11 30
Murder 1 4 7 1 4 17
Prison 0 3 8 3 0 14
Mental Illness 3 4 3 1 0 11
Welfare 0 5 2 0 3 10
Death 1 0 4 3 1 9
Unemployment 1 4 0 0 1 6
Goal: Tables 1a and 1b are general trends, this is being more specific about what themes in each
category (+, -, 0) are being used, whether they are changing over time
Discussion
Negative themes mentioned in newspaper articles between
2017 and 2021 can mainly be grouped into two categories: potential
consequences of Indigenous homelessness that would be labeled as
socially unacceptable and unwanted, which would elicit negative
emotions being one, and what people may perceive as the negative
causes of Indigenous homelessness that are generally rooted in biases.
Negative themes such as “Addiction,” “Substances,”
“Violence,” “Mental Illness,” and “Unem-ployment” are common
keywords that may appear in the media, associated with Indigenous
home-lessness and other socially undesirable states of being. They
are often provided as some of the general causes of Indigenous
homelessness. These mentions often associate the subject of discussion,
in this case, Indigenous homelessness, with feelings of alienation and
dis-gust. These themes are mentioned across 151 articles in total
between 2017 and 2021.
“Poverty,” “Murder,” “Prison,” “Welfare,” and “Death,” on
the other hand, are mentioned in 81 articles in total between 2017
and 2019. As this category of negative themes mainly discuss the
consequences of Indigenous homelessness. They would unsurprisingly
elicit negative reactions or negative associations from readers as they are
reminiscent of criminalization and the associa-tion of lacking wealth.
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Table 4: Tone of articled and tweets over time (number of themes in each
category)
Tone 2017 2018 2019 2020 2021 Row
Total
Positive Articles 109 136 116 135 92 588
(50.9%) (50.0%) (42.3%) (46.8%) (41.8%) (46.4%)
Tweets 22 20 24 12 20 98
(55.0%) (47.6%) (72.7%) (36.4%) (50.0%) (52.1%)
Neutral Articles 58 89 92 118 83 440
(27.1%) (32.7%) (33.6%) (41.0%) (37.7%) (34.7%)
Tweets 12 17 7 14 14 64
(30.0%) (40.5%) (21.2%) (42.4%) (35.0%) (34.0%)
Negative Articles 47 47 66 35 35 240
(22.0%) (17.3%) (24.1%) (12.2%) (20.5%) (18.9%)
Tweets 6 5 2 7 6 26
(15%) (11.9%) (6.1%) (21.2%) (15.0%) (13.8%)
Total Articles 214 272 274 288 220 1268
(100%) (100%) (100%) (100%) (100%) (100%)
Tweets 40 42 33 33 40 188
(100%) (100%) (100%) (100%) (100%) (100%)
Goal: What is the distribution of positive, neutral, and negative themes in newspapers and tweets.
How has that changed over time. How are these related (if they even are).
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Table 5a: Positive themes mentioned in newspaper articles and tweets
over time (Rank, from most to least. Referring to how many articles/tweets
mention them, not including how many times mentioned within article/
tweet.)
Positive Themes 2017 2018 2019 2020 2021 Total
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“Quotes Supporting Indigenous Homelessness,” “Colonization and
Residential Schools Impact,” “Indigenous Led Approach,” and
“Debunking Racism” (the order of mentions is ranked from most to
least tweets). These themes emphasize shedding light on allowing an
empathetic understanding of the structural and historical reasons
for Indigenous homelessness while fostering an attempt to view each
Indigenous individual as a human being of dignity, whether they are in
a leadership position, leading their communities towards betterment,
or are homeless and in need of support. The number of tweets
mentioning positive themes, as opposed to newspaper articles, thus,
does not reference the government’s role in Indigenous homelessness
substantially. Therefore, the data suggests that there is not a causal
relationship between positive themes mentioned in newspaper articles
and tweets.
Table 5b: Neutral themes mentioned in newspaper articles and tweets over
time (Rank, from most to least. Referring to how many articles/tweets
mention them, not including how manty times mentioned within article/
tweet.)
Theme 2017 2018 2019 2020 2021 Total
Description of Articles 22 12 18 20 24 94
Shelters
Tweets 1 2 1 1 1 6
Pointing out that Articles 11 13 9 22 5 60
Indigenous are
Overrepresented
Among Poor and Tweets 2 3 1 2 1 9
Homeless
Addressing Articles 3 13 11 11 18 56
Indigenous
Homelessness
Specifically Tweets 2 1 1 2 3 9
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Police Articles 0 13 10 5 0 28
Tweets 0 4 2 3 1 10
Finances Articles 5 6 2 2 5 20
Tweets 0 1 0 0 2 3
Public Health Articles 1 1 5 11 2 20
Tweets 1 0 0 1 1 3
Public Safety Articles 0 0 1 0 0 1
Tweets 0 0 0 0 0 0
Goal: Tables 3a are general trends, this is being more specific about what themes in each category (+, -,
0) are being used, whether they are changing over time.
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while there are Indigenous specific issues that have to be addressed.
In addition, the fact that Indigenous youth homelessness and the
Indigenous homeless community’s interaction with the Police should
also be brought to attention by the general public via this social media
platform. The second and third grouping of themes also reveal the
Twitter users who published these tweets wish to inform the general
public about their personal knowledge, be it from personal encounter or
word of mouth the reasons why this social issue is present as well as the
ways some Indigenous homeless individuals are living under the shelter
system.
Table 5c: Negative themes mentioned in newspaper articles and tweets
over time (Rank, from most to least. Referring to how many articles/tweets
mention them, not including how many times mentioned within article/
tweet.)
Theme 2017 2018 2019 2020 2021 Total
Addiction Articles 13 10 12 6 13 54
Tweets 1 1 0 1 1 4
Substances Articles 8 8 13 12 9 50
Tweets 0 0 0 1 0 1
Poverty Articles 13 4 9 2 3 31
Tweets 2 2 1 1 2 8
Violence Articles 7 5 8 7 11 30
Tweets 1 1 0 2 0 4
Murder Articles 1 4 7 1 4 17
Tweets 0 0 0 0 0 0
Prison Articles 0 3 8 3 0 14
Tweets 1 1 0 2 1 4
Mental Illness Articles 3 4 3 1 0 11
Tweets 0 0 0 0 0 0
Welfare Articles 0 5 2 0 3 10
Tweets 0 0 0 0 0 0
Death Articles 1 0 4 3 1 9
Tweets 0 0 1 0 1 2
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Unemployment Articles 1 4 0 0 1 6
Tweets 1 0 0 0 1 2
Goal: Tables 3a are general trends, this is being more specific about what themes in each category (+, -,
0) are being used, whether they are changing over time
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in 2020. Negative themes mainly discuss some of the negative causes of
Indigenous homelessness, such as substances and addiction, along with
negative consequences, such as death and murder.
Twitter users who tweet regarding Indigenous homelessness
mainly write about positive themes, similar to professional media.
Tweets in this data set primarily discuss stories that humanize and
support Indigenous homeless individuals against racism but rarely
address government responsibility for this issue. Tweets also tend to
address Indigenous homelessness as part of the larger social context,
including its general causes and different groups that interact with the
Indigenous homeless. Negative themes are mentioned substantially less
compared to positive and neutral themes. This, however, could be due
to a less comprehensive sample size in this study owing to the limited
hashtags used to populate the data set.
Hypothesis 2
Despite positive themes being discussed as the majority in
both newspaper articles and tweets, trends of themes being discussed in
these two mediums do not consistently match with one another. Thus,
professional media either insignificantly or inconsistently influences
public perception of Indigenous homelessness. However, these results
could be due to a non-comprehensive sample size, as well as limited
time and resources due to the Project’s singular researcher-led nature.
Therefore, the relationship between professional media’s portrayal and
public perception of Indigenous homelessness must continue to be
investigated in future studies, with a larger sample size of newspaper
articles, tweets and a larger time frame.
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