Juned Shaikh, Democracy and The Recasting of Caste in India
Juned Shaikh, Democracy and The Recasting of Caste in India
Juned Shaikh, Democracy and The Recasting of Caste in India
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theories of anthropometry and race; thus, for instance Risley held that
the distinction between high caste and low caste could be established
by the measurement of heads and noses, skin color, and the shape of
the jaw.4 The intellectual labor expended by Risley and his interlocu-
tors—other colonial administrators and their high caste informants—
contributed to the making of caste as an important feature of Indian
society and a vital unit of colonial governance.5
The political implications of the project of colonial knowledge and
governance resonate in India today, even though caste was abandoned
as a unit of classification after the 1931 census.6 The demand to include
caste in the 2011 census is seen as a sign of the continued political
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studies how the ideologies of equality and social justice are trans-
formed and internalized through the modality of democracy and
highlights how these notions of social justice and equality enter the
popular consciousness of a particular group, namely the Yadavs of
Mathura, through the idioms of religion and masculinity, and ideas of
personhood (p. 10). Michelutti emphasizes that notions of democracy
were reworked (or vernacularized) and highlights how caste was also
modified in the process. She demonstrates this by showing the trans-
formation of the Yadav caste into a quasi-ethnic community (p. 7).
Anupama Rao, in The Caste Question, poses the logic of redressing
socio-economic inequalities through the recognition of caste dispari-
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ties as the paradox of Indian modernity. This paradox, she says, entails
the desire to annihilate caste and the disparities associated with it in
the process of becoming modern while simultaneously strengthening
it in practice because caste in general, and the dalits in particular, are
central to the operation of Indian democracy. All three books reflect
on the mutual constitution of the practices of Indian democracy and
the phenomenon of caste as important features of life in India.
In Zoya Hasan’s study of state policies, constitutional frameworks,
and political processes that engage the question of social backward-
ness in postcolonial India, she highlights the assumptions undergird-
ing the varying strategies of the state to deal with different social
groups: the lower castes and minorities. She argues that the Indian
state addresses the question of social justice for the lower castes within
the “context of justice, equality and democracy” (p. 9) but does not
adopt a similar approach to deal with its religious minorities. Accord-
ing to Hasan, minorities are imagined as subjects of religious differ-
ence with cultural rights but not of socio-economic deprivation
(p. 233). This approach, she points out, has not addressed the question
of under-representation of Muslims in government, parliament, and
policy-making bodies (p. 14). Thus, she notes that even though the
Indian constitution safeguards rights of religious minorities, “large
sections of them have been feeling a sense of marginalization and
alienation from the nation-state” (p. 8). Hasan locates the variations in
the state’s approach toward marginalized caste and religious groups in
the institutional frameworks that were erected at the time of India’s
independence and against the backdrop of India’s partition (p 15). She
argues that the approach is in need of revision and that religious minor-
ities should also be made the subject of affirmative action (p. 15).
Democracy and Caste in India 453
Only when policy makers and political parties look beyond caste and
acknowledge class as criteria for backwardness can minorities be
included in affirmative action programs, she argues. In Hasan’s analysis
class becomes the supplement to support claims based on already
existing group identities like caste and religious communities. More-
over, one of the assumptions of her argument is that policy makers
and elected representatives categorized as belonging to a particular
community will address the demands of the social group. Similarly,
she assumes that affirmative action policies would create a middle
class among minorities that would ultimately be advantageous to the
communities. Both assumptions are highly optimistic and problem-
atic, in large part because the conception of politics and “the political”
remains rather narrow: politics remains the preserve of political par-
ties, leaders, and policy makers.
While Hasan’s notion of what is political focuses on the strategies
and practices of institutions and policy makers and the centrality of
electoral politics and political parties, Lucia Michelutti moves beyond
this notion in the Vernacularisation of Democracy. For Michelutti, the
political extends beyond institutions and political parties and into the
everyday lives of the people where modern notions of democracy
become “part of conceptual worlds that are often far removed from
theories of liberal democracy” (p. 12). In her study of the notions of
democracy held by the Yadav caste of the city of Mathura in the north
Indian state of Uttar Pradesh, Michelutti argues that the internaliza-
tion of democracy in Yadav consciousness has changed the form and
structure of the community (p. 13). Michelutti reveals how the vernac-
ularization of democracy has changed who members of the Yadav
community worship, altered marriage practices in the community,
Democracy and Caste in India 455
and also changed the way Yadavs vote and how they “perceive politics
and political leaders” (p. 13). The recasting of the Yadav caste in the
process of the vernacularization of modernity has resulted in the
making of horizontal affinities in the Yadav/Ahir caste cluster. She
calls this process the ethnicization of caste (p. 8).
Michelutti’s political anthropology is based on extensive ethno-
graphic material, archival sources, official publications, caste litera-
ture, publications of political parties, and religious texts. Her
interdisciplinary approach helps put forth a compelling study of the
vernacularization of democracy and its entry into popular conscious-
ness among the Yadavs, a caste classified as OBC by the B.P. Mandal
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tions between ordinary people and their gods (p. 139). To illustrate
her point, Michelutti traces the shift over the past 60 years from local
lineage deities (kuldevatas) that needed to be appeased through animal
sacrifice to the cult of Krishna. Similarly, local female deities (kuldevis)
“have been tamed and transmuted into vegetarian vaishno devis” and
have been subsumed by the mythology of Krishna and his companion
Radha (p. 139). In this chapter, Michelutti borrows from Louis
Dumont’s thesis of the religious ideology of caste and argues that the
formation of the quasi-ethnic Yadav community has been enabled by
the religious ideology of Hinduism (p 159). Chapter 6 explores the
rhetoric of contemporary Yadav politics and the depiction of Krishna
as “muscular, democratic, and socialist” (p. 163). In her final substan-
tial chapter, Michelutti explores how Mathura Yadavs believe that
they have an innate ability for politics—to make political connections
and benefit from state resources (p. 187). Moreover, she also outlines
the intersection between Yadav caste associations and the Samajwadi
Party that is facilitated by the belief that political power will enable
them to enjoy economic benefits and gain social status (p. 186).
In Michelutti’s ambitious study, the importance of caste as a fea-
ture of social stratification seems overdetermined and the value of
class is undermined. For her, vernacularization of democracy does not
imply the decentering of a dominant class or language. By vernacular-
ization she does not mean the difference between Hindi (vernacular)
and English (elite) realms of politics. Neither does she imply a lag in
translation of the universal terms of democracy such as social justice,
constitution, and elections. As Michelutti points out, speeches at the
national Yadav caste association are often delivered in English and
terms like social justice are used interchangeably in English and in
Democracy and Caste in India 457
Hindi translation. For her then, vernacularization entails that the “key
terms and symbols of democracy are embedded in the language of
caste, religion, regionalism, ethnicity, and so on” (p. 224). Michelutti’s
assumptions about vernacularization and democracy bear unpacking.
Her fundamental assumption is that democracy was bound to become
vernacularized as soon as it entered India because of the different
socio-cultural practices of “ordinary people” (p. 3). The assumption
betrays an ahistorical understanding of already existing socio-cultural
practices of the people. Similarly, for Michelutti, democracy is synon-
ymous with postcolonial India; she pays little heed to what Sumit
Sarkar has called the “historic inheritance” of Indian democracy: espe-
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sphere in the first three decades of the twentieth century, but this was
a masculine public sphere (p. 68). In chapter 2, she focuses on the
paradoxical strengthening of caste as a feature of Hindu society when
dalits mobilized colonial courts to abolish Mahar vatans, a stigma-
tized form of property during the interwar years (p. 81). Rao argues
that caste custom and private property that undergirded two different
notions of exclusion got entangled and produced new forms of exclu-
sion and spatial segregation (p. 86). Rao posits that caste articulation
and the resultant segregation of castes were tactical strategies to coun-
teract dalit success in arguing that the denial of access to public prop-
erty (temples, water tanks, schools, streets) had material consequences
(p. 115). In chapter 3, Rao revisits B.R. Ambedkar’s role in articulat-
ing the politics of dalit emancipation and outlines the historical
context in which Ambedkar creatively interpreted democratic liberal-
ism to craft a minority status for dalits (p. 159). According to her, dalit
conversion to Buddhism was also a crucial factor in imagining dalits as
a minority, outside the fold of Hinduism (p. 34).
In chapter 4, Rao highlights the ironic outcome of Ambedkar’s
move to refashion the dalit self through conversion to Buddhism and
by becoming the subject of state guarantees of social justice. Accord-
ing to Rao, the making of dalits as a minority with exceptional legal
rights, who were defined by their “inherited subalternity,” exposed
dalits to more violence. This renewed anti-dalit violence was a symp-
tom and an effect of state intervention into dalit identity and has, in
turn, further reconstituted social relations and militant dalit selves
(p. 180). In chapter 5, Rao outlines the symbologies of violence
between 1960 and 1979, that is, from the formation of the state of
Maharashtra on linguistic grounds until the violent movement to
Democracy and Caste in India 459
Mathura. For Rao, caste and class have different temporalities and are
linked together differently in particular historical contexts. Thus, the
category of class is endowed with different valence by the three
authors.
Finally the books help us understand that caste was and is not an
unchanging institution but was consistently refashioned in the late
colonial and postcolonial period. Read together, these books offer a
fascinating account of the formation of political subjects in India and
the important role played by state policies and the processes of Indian
democracy in the making of these subjectivities. The books also pro-
vide the historical context within which to situate the demand for the
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NOTES
1. Venkitesh Ramakrishnan, “The Caste Factor.” Frontline, Vol. 27, No. 11 (May 22–June
4 2010), http//:www.flonnet.com
2. Herbert Risley, The People of India (New Delhi: AES Publication, 1999), p. 278.
3. See Sumit Sarkar’s discussion of Risley in Beyond Nationalist Frames: Relocating Post-
modernism, Hindutva, History (New Delhi: Permanent Black, 2002), pp. 58–60. See also
Nicholas Dirks, Castes of Mind: Colonialism and the Making of Modern India
(New Delhi: Permanent Black, 2003), pp. 49–52.
4. Sarkar, Beyond Nationalist Frames p. 58. See also Veena Das, “Social Sciences and the
Publics,” in Veena Das, Ed., Handbook of Indian Sociology (New Delhi: Oxford Uni-
versity Press, 2008), pp. 19–40.
5. Bernard Cohn has expertly pointed out the close connection between categories of colo-
nial knowledge and colonial rule. See Bernard S. Cohn, An Anthropologist Among the
Historians and Other Essays (New Delhi: Oxford University Press, 1987).
6. According to Dirks the British discarded caste after the 1931 census because of the
numerous claims and counterclaims by various groups contesting their position in the
assigned hierarchy. Nicholas B Dirks, Castes of Mind: Colonialism and the Making of
Modern India (New Delhi: Permanent Black, 2003), p. 49.
7. Christophe Jaffrelot, “The Politics of OBCs,” Seminar, No. 549 (May, 2005).http://
www.india-seminar.com/2005/549/549 christophe jaffrelot.htm. Jaffrelot has traced the
genealogy of the term backward classes to Madras Presidency in the 1870s. According to
him, the British had clubbed together shudra and untouchable castes for the purpose of
positive discrimination policies. But by 1925, with the creation of the category
depressed classes for untouchables, backward classes implied castes other than the
depressed classes.
8. V. Ramakrishnan, “The Caste Factor,” Frontline Vol. 27, No. 11 (May 22–June 4 2010).
http//:www.flonnet.com
9. See Christophe Jaffrelot, India’s Silent Revolution: The Rise of the Lower Castes in
North Indian Politics (New Delhi: Permanent Black, 2003). See also Yogendra Yadav,
“Understanding the Second Democratic Upsurge: Trends of Bahujan Participation in
Electoral Politics in the 1990s” in Francine R Frankel, Zoya Hasan, Rajeev Bhargava and
Balveer Arora, Eds., Transforming India: Social and Political Dynamics of Democracy (New
Delhi: Oxford University Press, 2000), pp. 120–145.