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Imperialism
Imperialism
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Political cartoon satirising the Cape to Cairo Railway, a symbol of British imperialism during the Scramble for Africa[1]

Imperialism is the maintaining and extending of power over foreign nations, particularly through expansionism, employing both hard power (military and economic power) and soft power (diplomatic power and cultural imperialism). Imperialism focuses on establishing or maintaining hegemony and a more formal empire.[2][3][4]

While related to the concept of colonialism, imperialism is a distinct concept that can apply to other forms of expansion and many forms of government.[5]

Etymology and usage

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The word imperialism was derived from the Latin word imperium,[6] which means 'to command', 'to be sovereign', or simply 'to rule'.[7] It was coined in the 19th century to decry Napoleon III's despotic militarism and his attempts at obtaining political support through foreign military interventions.[8][9] The term became common in the current sense in Great Britain during the 1870s; by the 1880s it was used with a positive connotation.[10] By the end of the 19th century, the term was used to describe the behavior of empires at all times and places.[11] Hannah Arendt and Joseph Schumpeter defined imperialism as expansion for the sake of expansion.[12]

"Imperialism" was and is mainly used to refer to Western and Japanese political and economic dominance, especially in Asia and Africa, in the 19th and 20th centuries. Its precise meaning continues to be debated by scholars. Some writers, such as Edward Said, use the term more broadly to describe any system of domination and subordination organized around an imperial core and a periphery.[13] This definition encompasses both nominal empires and neocolonialism. Imperialism has also been identified in newer phenomena like space development and its governing context.[14]

Versus colonialism

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Imperial powers in 1800[15]
Imperial powers in 1945

The term "imperialism" is often conflated with "colonialism"; however, many scholars have argued that each has its own distinct definition. Imperialism and colonialism have been used in order to describe one's influence upon a person or group of people. Robert Young writes that imperialism operates from the centre as a state policy and is developed for ideological as well as financial reasons, while colonialism is simply the development for settlement or commercial intentions; however, colonialism still includes invasion.[16] Colonialism in modern usage also tends to imply a degree of geographic separation between the colony and the imperial power. Particularly, Edward Said distinguishes between imperialism and colonialism by stating: "imperialism involved 'the practice, the theory and the attitudes of a dominating metropolitan center ruling a distant territory', while colonialism refers to the 'implanting of settlements on a distant territory.'"[17] Contiguous land empires such as the Russian, Chinese or Ottoman have traditionally been excluded from discussions of colonialism, though this is beginning to change, since it is accepted that they also sent populations into the territories they ruled.[17]: 116 

Imperialism and colonialism both dictate the political and economic advantage over a land and the indigenous populations they control, yet scholars sometimes find it difficult to illustrate the difference between the two.[18]: 107  Although imperialism and colonialism focus on the suppression of another, if colonialism refers to the process of a country taking physical control of another, imperialism refers to the political and monetary dominance, either formally or informally. Colonialism is seen to be the architect deciding how to start dominating areas and then imperialism can be seen as creating the idea behind conquest cooperating with colonialism. Colonialism is when the imperial nation begins a conquest over an area and then eventually is able to rule over the areas the previous nation had controlled. Colonialism's core meaning is the exploitation of the valuable assets and supplies of the nation that was conquered and the conquering nation then gaining the benefits from the spoils of the war.[18]: 170–75  The meaning of imperialism is to create an empire, by conquering the other state's lands and therefore increasing its own dominance. Colonialism is the builder and preserver of the colonial possessions in an area by a population coming from a foreign region.[18]: 173–76  Colonialism can completely change the existing social structure, physical structure, and economics of an area; it is not unusual that the characteristics of the conquering peoples are inherited by the conquered indigenous populations.[18]: 41 

The Soviet leader Vladimir Lenin suggested that "imperialism was the highest form of capitalism", claiming that "imperialism developed after colonialism, and was distinguished from colonialism by monopoly capitalism".[17]: 116 

Age of Imperialism

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Imperialism has been present and prominent since the beginning of history,[19][20][21][22][23] and its most intensive phase occurred in the Axial Age.[24] But the concept of the Age of Imperialism refers to the period pre-dating World War I. While the end of the period is commonly fixed in 1914, the date of the beginning varies between 1760 and 1870.[25][26] The latter date makes the Age of Imperialism identical with the New Imperialism. According to Historians Daniel Hedinger and Nadin Heé, the widespread use of the term "Age of Empire" for this specific period reflects a Eurocentric bias in terms of time.[27]

The Age saw European nations, helped by industrialization, intensifying the process of colonizing, influencing, and annexing other parts of the world.[28] In the late 19th century, they were joined by the United States and Japan. Other 19th century episodes included the Scramble for Africa and Great Game.[29]

Africa, divided into colonies under multiple European empires, c. 1914
  Belgium
  France
  Germany
  Italy
  Portugal
  Spain
  United Kingdom

In the 1970s British historians John Gallagher (1919–1980) and Ronald Robinson (1920–1999) argued that European leaders rejected the notion that "imperialism" required formal, legal control by one government over a colonial region. Much more important was informal control of independent areas.[30] According to Wm. Roger Louis, "In their view, historians have been mesmerized by formal empire and maps of the world with regions colored red. The bulk of British emigration, trade, and capital went to areas outside the formal British Empire. Key to their thinking is the idea of empire 'informally if possible and formally if necessary.'"[31] Oron Hale says that Gallagher and Robinson looked at the British involvement in Africa where they "found few capitalists, less capital, and not much pressure from the alleged traditional promoters of colonial expansion. Cabinet decisions to annex or not to annex were made, usually on the basis of political or geopolitical considerations."[32]: 6 

Looking at the main empires from 1875 to 1914, there was a mixed record in terms of profitability. At first, planners expected that colonies would provide an excellent captive market for manufactured items. Apart from the Indian subcontinent, this was seldom true. By the 1890s, imperialists saw the economic benefit primarily in the production of inexpensive raw materials to feed the domestic manufacturing sector. Overall, Great Britain did very well in terms of profits from India, especially Mughal Bengal, but not from most of the rest of its empire. According to Indian Economist Utsa Patnaik, the scale of the wealth transfer out of India, between 1765 and 1938, was an estimated $45 Trillion.[33] The Netherlands did very well in the East Indies. Germany and Italy got very little trade or raw materials from their empires. France did slightly better. The Belgian Congo was notoriously profitable when it was a capitalistic rubber plantation owned and operated by King Leopold II as a private enterprise. However, scandal after scandal regarding atrocities in the Congo Free State led the international community to force the government of Belgium to take it over in 1908, and it became much less profitable. The Philippines cost the United States much more than expected because of military action against rebels.[32]: 7–10 

Because of the resources made available by imperialism, the world's economy grew significantly and became much more interconnected in the decades before World War I, making the many imperial powers rich and prosperous.[34]

Europe's expansion into territorial imperialism was largely focused on economic growth by collecting resources from colonies, in combination with assuming political control by military and political means. The colonization of India in the mid-18th century offers an example of this focus: there, the "British exploited the political weakness of the Mughal state, and, while military activity was important at various times, the economic and administrative incorporation of local elites was also of crucial significance" for the establishment of control over the subcontinent's resources, markets, and manpower.[35] Although a substantial number of colonies had been designed to provide economic profit and to ship resources to home ports in the 17th and 18th centuries, D. K. Fieldhouse suggests that in the 19th and 20th centuries in places such as Africa and Asia, this idea is not necessarily valid:[36]

Modern empires were not artificially constructed economic machines. The second expansion of Europe was a complex historical process in which political, social and emotional forces in Europe and on the periphery were more influential than calculated imperialism. Individual colonies might serve an economic purpose; collectively no empire had any definable function, economic or otherwise. Empires represented only a particular phase in the ever-changing relationship of Europe with the rest of the world: analogies with industrial systems or investment in real estate were simply misleading.[18]: 184 

During this time, European merchants had the ability to "roam the high seas and appropriate surpluses from around the world (sometimes peaceably, sometimes violently) and to concentrate them in Europe".[37]

British assault on Canton during the First Opium War, May 1841

European expansion greatly accelerated in the 19th century. To obtain raw materials, Europe expanded imports from other countries and from the colonies. European industrialists sought raw materials such as dyes, cotton, vegetable oils, and metal ores from overseas. Concurrently, industrialization was quickly making Europe the centre of manufacturing and economic growth, driving resource needs.[38]

Communication became much more advanced during European expansion. With the invention of railroads and telegraphs, it became easier to communicate with other countries and to extend the administrative control of a home nation over its colonies. Steam railroads and steam-driven ocean shipping made possible the fast, cheap transport of massive amounts of goods to and from colonies.[38]

Along with advancements in communication, Europe also continued to advance in military technology. European chemists made new explosives that made artillery much more deadly. By the 1880s, the machine gun had become a reliable battlefield weapon. This technology gave European armies an advantage over their opponents, as armies in less-developed countries were still fighting with arrows, swords, and leather shields (e.g. the Zulus in Southern Africa during the Anglo-Zulu War of 1879).[38] Some exceptions of armies that managed to get nearly on par with the European expeditions and standards include the Ethiopian armies at the Battle of Adwa, and the Japanese Imperial Army of Japan, but these still relied heavily on weapons imported from Europe and often on European military advisors.

This cartoon reflects the view of Judge magazine regarding America's imperial ambitions following McKinley's quick victory in the Spanish–American War of 1898.[39]

Theories of imperialism

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Anglophone academic studies often base their theories regarding imperialism on the British Empire. The term imperialism was originally introduced into English in its present sense in the late 1870s by opponents of the allegedly aggressive and ostentatious imperial policies of British Prime Minister Benjamin Disraeli.[40] Supporters of "imperialism" such as Joseph Chamberlain quickly appropriated the concept. For some, imperialism designated a policy of idealism and philanthropy; others alleged that it was characterized by political self-interest, and a growing number associated it with capitalist greed.

Historians and political theorists have long debated the correlation between capitalism, class, and imperialism. Much of the debate was pioneered by such theorists as John A. Hobson (1858–1940), Joseph Schumpeter (1883–1950), Thorstein Veblen (1857–1929), and Norman Angell (1872–1967). While these non-Marxist writers were at their most prolific before World War I, they remained active in the interwar years. Their combined work informed the study of imperialism and its impact on Europe, and contributed to reflections on the rise of the military-industrial complex in the United States from the 1950s.

In Imperialism: A Study (1902), Hobson developed a highly influential interpretation of imperialism that expanded on his belief that free-enterprise capitalism had a harmful effect on the majority of the population. In Imperialism, he argued that the financing of overseas empires drained money that was needed at home. It was invested abroad because lower wages paid to workers overseas made for higher profits and higher rates of return, compared to domestic wages. So, although domestic wages remained higher, they did not grow nearly as fast as they might otherwise have. Exporting capital, he concluded, put a lid on the growth of domestic wages and the domestic standard of living. Hobson theorized that domestic social reforms could cure the international disease of imperialism by removing its economic foundation, while state intervention through taxation could boost broader consumption, create wealth, and encourage a peaceful, tolerant, multipolar world order.[41][42]

European Marxists picked up Hobson's ideas incorporated them their own theory of imperialism, most notably in Vladimir Lenin's Imperialism, the Highest Stage of Capitalism (1916). Lenin portrayed imperialism as monopoly capitalism at the global stage, resulting in colonial expansion in order to secure capitalist economic growth and profits. Later Marxist theoreticians echo this conception of imperialism as a structural feature of capitalism, which explained the world wars as the battle between imperialists for control of external markets. Lenin's treatise became a standard textbook that flourished until the collapse of the Soviet Union in 1989–91.[43]

Entrance of the Russian troops in Tiflis, 26 November 1799, by Franz Roubaud, 1886
The capture of Lạng Sơn during the French conquest of Vietnam in 1885

Some theoreticians on the non-Communist left have emphasized the structural or systemic character of "imperialism". Such writers have expanded the period associated with the term so that it now designates neither a policy, nor a short space of decades in the late 19th century, but a world system extending over a period of centuries, often going back to Colonization and, in some accounts, to the Crusades. As the application of the term has expanded, its meaning has shifted along five distinct but often parallel axes: the moral, the economic, the systemic, the cultural, and the temporal. Those changes reflect—among other shifts in sensibility—a growing unease, even great distaste, with the pervasiveness of such power, specifically, Western power.[44][45]

By the 1970s, historians such as David K. Fieldhouse,[45] David Landes, and Oron Hale[32]: 5–6  argued that the Hobsonian conception of imperialism was no longer supported. They advocated that modern imperialism was primarily a political product caused by the national mass hysteria rather than by the capitalists.[46][47] The British experience failed to support it.[clarification needed]

Walter Rodney, in his 1972 How Europe Underdeveloped Africa, proposes the idea that imperialism is a phase of capitalism "in which Western European capitalist countries, the US, and Japan established political, economic, military and cultural hegemony over other parts of the world which were initially at a lower level and therefore could not resist domination."[48] As a result, Imperialism "for many years embraced the whole world – one part being the exploiters and the other the exploited, one part being dominated and the other acting as overlords, one part making policy and the other being dependent."[48]

Justification and issues

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Expansionism

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Ottoman wars in Europe

Imperialism was common in the form of expansionism through vassalage, irredentism, and conquest.[49]

Orientalism and imaginative geography

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Napoleon visiting the plague victims of Jaffa, by Antoine-Jean Gros

Imperial control, territorial and cultural, is justified through discourses about the imperialists' understanding of different spaces.[50] Conceptually, imagined geographies explain the limitations of the imperialist understanding of the societies of the different spaces inhabited by the non–European Other.[50]

In Orientalism (1978), Edward Said said that the West developed the concept of The Orient—an imagined geography of the Eastern world—which functions as an essentializing discourse that represents neither the ethnic diversity nor the social reality of the Eastern world.[51] That by reducing the East into cultural essences, the imperial discourse uses place-based identities to create cultural difference and psychologic distance between "We, the West" and "They, the East" and between "Here, in the West" and "There, in the East".[52]

That cultural differentiation was especially noticeable in the books and paintings of early Oriental studies, the European examinations of the Orient, which misrepresented the East as irrational and backward, the opposite of the rational and progressive West.[50][53] Defining the East as a negative vision of the Western world, as its inferior, not only increased the sense-of-self of the West, but also was a way of ordering the East, and making it known to the West, so that it could be dominated and controlled.[54][55] Therefore, Orientalism was the ideological justification of early Western imperialism—a body of knowledge and ideas that rationalized social, cultural, political, and economic control of other, non-white peoples.[52][17]: 116 

Cartography

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By displaying oversized flags of British possessions, this map artificially increases the apparent influence and presence of the British Empire.

One of the main tools used by imperialists was cartography. Cartography is "the art, science and technology of making maps"[56] but this definition is problematic. It implies that maps are objective representations of the world when in reality they serve very political means.[56] For Harley, maps serve as an example of Foucault's power and knowledge concept.

To better illustrate this idea, Bassett focuses his analysis of the role of 19th-century maps during the "Scramble for Africa".[57] He states that maps "contributed to empire by promoting, assisting, and legitimizing the extension of French and British power into West Africa".[57] During his analysis of 19th-century cartographic techniques, he highlights the use of blank space to denote unknown or unexplored territory.[57] This provided incentives for imperial and colonial powers to obtain "information to fill in blank spaces on contemporary maps".[57]

Although cartographic processes advanced through imperialism, further analysis of their progress reveals many biases linked to eurocentrism. According to Bassett, "[n]ineteenth-century explorers commonly requested Africans to sketch maps of unknown areas on the ground. Many of those maps were highly regarded for their accuracy"[57] but were not printed in Europe unless Europeans verified them.

Cultural imperialism

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The concept of cultural imperialism refers to the cultural influence of one dominant culture over others, i.e. a form of soft power, which changes the moral, cultural, and societal worldview of the subordinate culture. This means more than just "foreign" music, television or film becoming popular with young people; rather that a populace changes its own expectations of life, desiring for their own country to become more like the foreign country depicted. For example, depictions of opulent American lifestyles in the soap opera Dallas during the Cold War changed the expectations of Romanians; a more recent example is the influence of smuggled South Korean drama-series in North Korea. The importance of soft power is not lost on authoritarian regimes, which may oppose such influence with bans on foreign popular culture, control of the internet and of unauthorized satellite dishes, etc. Nor is such a usage of culture recent – as part of Roman imperialism, local elites would be exposed to the benefits and luxuries of Roman culture and lifestyle, with the aim that they would then become willing participants.

Imperialism has been subject to moral or immoral censure by its critics[which?], and thus the term "imperialism" is frequently used in international propaganda as a pejorative for expansionist and aggressive foreign policy.[58]

Religious imperialism

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Aspects of imperialism motivated by religious supremacism can be described as religious imperialism.[59]

Psychological imperialism

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An empire mentality may build on and bolster views contrasting "primitive" and "advanced" peoples and cultures, thus justifying and encouraging imperialist practices among participants.[60] Associated psychological tropes include the White Man's Burden and the idea of civilizing mission (French: mission civilatrice).

Social imperialism

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The political concept social imperialism is a Marxist expression first used in the early 20th century by Lenin as "socialist in words, imperialist in deeds" describing the Fabian Society and other socialist organizations.[61] Later, in a split with the Soviet Union, Mao Zedong criticized its leaders as social imperialists.[62]

Social Darwinism

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A French political cartoon depicting a shocked mandarin in Manchu robe in the back, with Queen Victoria (British Empire), Wilhelm II (German Empire), Nicholas II (Russian Empire), Marianne (French Third Republic), and a samurai (Empire of Japan) stabbing into a king cake with Chine ("China" in French) written on it. A portrayal of New Imperialism and its effects on China.

Stephen Howe has summarized his view on the beneficial effects of the colonial empires:

At least some of the great modern empires—the British, French, Austro-Hungarian, Russian, and even the Ottoman—have virtues that have been too readily forgotten. They provided stability, security, and legal order for their subjects. They constrained, and at their best, tried to transcend, the potentially savage ethnic or religious antagonisms among the peoples. And the aristocracies which ruled most of them were often far more liberal, humane, and cosmopolitan than their supposedly ever more democratic successors.[63][64]

A controversial aspect of imperialism is the defense and justification of empire-building based on seemingly rational grounds. In ancient China, Tianxia denoted the lands, space, and area divinely appointed to the Emperor by universal and well-defined principles of order. The center of this land was directly apportioned to the Imperial court, forming the center of a world view that centered on the Imperial court and went concentrically outward to major and minor officials and then the common citizens, tributary states, and finally ending with the fringe "barbarians". Tianxia's idea of hierarchy gave Chinese a privileged position and was justified through the promise of order and peace.

The purportedly scientific nature of "Social Darwinism" and a theory of races formed a supposedly rational justification for imperialism. Under this doctrine, the French politician Jules Ferry could declare in 1883 that "Superior races have a right, because they have a duty. They have the duty to civilize the inferior races."[65] J. A. Hobson identifies this justification on general grounds as: "It is desirable that the earth should be peopled, governed, and developed, as far as possible, by the races which can do this work best, i.e. by the races of highest 'social efficiency'".[66] The Royal Geographical Society of London and other geographical societies in Europe had great influence and were able to fund travelers who would come back with tales of their discoveries. These societies also served as a space for travellers to share these stories.[17]: 117  Political geographers such as Friedrich Ratzel of Germany and Halford Mackinder of Britain also supported imperialism.[17]: 117  Ratzel believed expansion was necessary for a state's survival and this argument dominated the discipline of geopolitics for decades.[17]: 117  British imperialism in some sparsely-inhabited regions applied a principle now termed Terra nullius (Latin expression which stems from Roman law meaning 'no man's land'). The British settlement in Australia in the 18th century was arguably premised on terra nullius, as its settlers considered it unused by its original inhabitants. The rhetoric of colonizers being racially superior appears still to have its impact. For example, throughout Latin America "whiteness" is still prized today and various forms of blanqueamiento (whitening) are common.

Imperial peripheries benefited from economic efficiency improved through the building of roads, other infrastructure and introduction of new technologies. Herbert Lüthy notes that ex-colonial peoples themselves show no desire to undo the basic effects of this process. Hence moral self-criticism in respect of the colonial past is out of place.[67]

Environmental determinism

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The concept of environmental determinism served as a moral justification for the domination of certain territories and peoples. The environmental determinist school of thought held that the environment in which certain people lived determined those persons' behaviours; and thus validated their domination. Some geographic scholars under colonizing empires divided the world into climatic zones. These scholars believed that Northern Europe and the Mid-Atlantic temperate climate produced a hard-working, moral, and upstanding human being. In contrast, tropical climates allegedly yielded lazy attitudes, sexual promiscuity, exotic culture, and moral degeneracy. The tropical peoples were believed to be "less civilized" and in need of European guidance,[17]: 117  therefore justifying colonial control as a civilizing mission. For instance, American geographer Ellen Churchill Semple argued that even though human beings originated in the tropics they were only able to become fully human in the temperate zone.[68]: 11  Across the three major waves of European colonialism (the first in the Americas, the second in Asia and the last in Africa), environmental determinism served to place categorically indigenous people in a racial hierarchy. Tropicality can be paralleled with Edward Said's Orientalism as the west's construction of the east as the "other".[68]: 7  According to Said, orientalism allowed Europe to establish itself as the superior and the norm, which justified its dominance over the essentialized Orient.[69]: 329  Orientalism is a view of a people based on their geographical location.[70]

By empire

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Diachronic map of the main empires of the modern era (1492–1945)

Belgian

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Belgium controlled several territories and concessions during the colonial era, principally the Belgian Congo (modern DR Congo) from 1908 to 1960, Ruanda-Urundi (modern Rwanda and Burundi) from 1922 to 1962, and Lado Enclave (modern Central Equatoria province in South Sudan) from 1894 to 1910. It also had small concessions in Guatemala (1843–1854) and Belgian concession of Tianjin in China (1902–1931) and was a co-administrator of the Tangier International Zone in Morocco.

British

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The Last Effort and Fall of Tippoo Sultaun by Henry Singleton, c.1800. Tipu, Sultan of Mysore, an ally of Napoleone Bonaparte, confronted British East India Company forces at the Siege of Srirangapatna, where he was killed.
The result of the Boer Wars was the annexation of the Boer Republics to the British Empire in 1902.

England

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England's imperialist ambitions can be seen as early as the 16th century as the Tudor conquest of Ireland began in the 1530s. In 1599 the British East India Company was established and was chartered by Queen Elizabeth in the following year.[18]: 174  With the establishment of trading posts in India, the British were able to maintain strength relative to other empires such as the Portuguese who already had set up trading posts in India.[18]: 174 

Scotland

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Between 1621 and 1699, the Kingdom of Scotland authorised several colonies in the Americas. Most of these colonies were either closed down or collapsed quickly for various reasons.

United Kingdom

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Under the Acts of Union 1707, the English and Scottish kingdoms were merged, and their colonies collectively became subject to Great Britain (also known as the United Kingdom). The empire Great Britain would go on to found was the largest empire that the world has ever seen both in terms of landmass and population. Its power, both military and economic, remained unmatched for a few decades.

In 1767, the Anglo-Mysore Wars and other political activity caused exploitation of the East India Company causing the plundering of the local economy, almost bringing the company into bankruptcy.[71] By the year 1670 Britain's imperialist ambitions were well off as she had colonies in Virginia, Massachusetts, Bermuda, Honduras, Antigua, Barbados, Jamaica and Nova Scotia.[71] Due to the vast imperialist ambitions of European countries, Britain had several clashes with France. This competition was evident in the colonization of what is now known as Canada. John Cabot claimed Newfoundland for the British while the French established colonies along the St. Lawrence River and claiming it as "New France".[72] Britain continued to expand by colonizing countries such as New Zealand and Australia, both of which were not empty land as they had their own locals and cultures.[18]: 175  Britain's nationalistic movements were evident with the creation of the commonwealth countries where there was a shared nature of national identity.[18]: 147 

Following the proto-industrialization, the "First" British Empire was based on mercantilism, and involved colonies and holdings primarily in North America, the Caribbean, and India. Its growth was reversed by the loss of the American colonies in 1776. Britain made compensating gains in India, Australia, and in constructing an informal economic empire through control of trade and finance in Latin America after the independence of Spanish and Portuguese colonies in about 1820.[73] By the 1840s, the United Kingdom had adopted a highly successful policy of free trade that gave it dominance in the trade of much of the world.[74] After losing its first Empire to the Americans, Britain then turned its attention towards Asia, Africa, and the Pacific. Following the defeat of Napoleonic France in 1815, the United Kingdom enjoyed a century of almost unchallenged dominance and expanded its imperial holdings around the globe. Unchallenged at sea, British dominance was later described as Pax Britannica ("British Peace"), a period of relative peace in Europe and the world (1815–1914) during which the British Empire became the global hegemon and adopted the role of global policeman. However, this peace was mostly a perceived one from Europe, and the period was still an almost uninterrupted series of colonial wars and disputes. The British Conquest of India, its intervention against Mehemet Ali, the Anglo-Burmese Wars, the Crimean War, the Opium Wars and the Scramble for Africa to name the most notable conflicts mobilised ample military means to press Britain's lead in the global conquest Europe led across the century.[75][76][77][78]

In the early 19th century, the Industrial Revolution began to transform Britain; by the time of the Great Exhibition in 1851 the country was described as the "workshop of the world".[79] The British Empire expanded to include India, large parts of Africa and many other territories throughout the world. Alongside the formal control it exerted over its own colonies, British dominance of much of world trade meant that it effectively controlled the economies of many regions, such as Asia and Latin America.[80][81] Domestically, political attitudes favoured free trade and laissez-faire policies and a gradual widening of the voting franchise. During this century, the population increased at a dramatic rate, accompanied by rapid urbanisation, causing significant social and economic stresses.[82] To seek new markets and sources of raw materials, the Conservative Party under Disraeli launched a period of imperialist expansion in Egypt, South Africa, and elsewhere. Canada, Australia, and New Zealand became self-governing dominions.[83][84]

Map of the British Empire at its territorial peak in 1921

A resurgence came in the late 19th century with the Scramble for Africa and major additions in Asia and the Middle East. The British spirit of imperialism was expressed by Joseph Chamberlain and Lord Rosebury, and implemented in Africa by Cecil Rhodes. The pseudo-sciences of Social Darwinism and theories of race formed an ideological underpinning and legitimation during this time. Other influential spokesmen included Lord Cromer, Lord Curzon, General Kitchener, Lord Milner, and the writer Rudyard Kipling.[85] After the First Boer War, the South African Republic and Orange Free State were recognised by the United Kingdom but eventually re-annexed after the Second Boer War. But British power was fading, as the reunited German state founded by the Kingdom of Prussia posed a growing threat to Britain's dominance. As of 1913, the United Kingdom was the world's fourth economy, behind the U.S., Russia and Germany.

Irish War of Independence in 1919–1921 led to the сreation of the Irish Free State. But the United Kingdom gained control of former German and Ottoman colonies with the League of Nations mandate. The United Kingdom now had a practically continuous line of controlled territories from Egypt to Burma and another one from Cairo to Cape Town. However, this period was also one of emergence of independence movements based on nationalism and new experiences the colonists had gained in the war.

World War II decisively weakened Britain's position in the world, especially financially. Decolonization movements arose nearly everywhere in the Empire, resulting in Indian independence and partition in 1947, the self-governing dominions break away from the empire in 1949, and the establishment of independent states in the 1950s. British imperialism showed its frailty in Egypt during the Suez Crisis in 1956. However, with the United States and Soviet Union emerging from World War II as the sole superpowers, Britain's role as a worldwide power declined significantly and rapidly.[86]

Caliphate

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The Early Muslim conquests and the pan-islamic Caliphate have been described as religious imperialism motivated by Islamic supremacism.[59][87]

Canada

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In Canada, the "imperialism" (and the related term "colonialism") has had a variety of contradictory meanings since the 19th century. In the late 19th and early 20th, to be an "imperialist" meant thinking of Canada as a part of the British nation not a separate nation.[88] The older words for the same concepts were "loyalism" or "unionism", which continued to be used as well. In mid-twentieth century Canada, the words "imperialism" and "colonialism" were used in English Canadian discourse to instead portray Canada as a victim of economic and cultural penetration by the United States.[89] In twentieth century French-Canadian discourse the "imperialists" were all the Anglo-Saxon countries including Canada who were oppressing French-speakers and the province of Quebec. By the early 21st century, "colonialism" was used to highlight supposed anti-indigenous attitudes and actions of Canada inherited from the British period.

China

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The Qing Empire c. 1820 marked the time when the Qing began to rule these areas.

China was home to some of the world's oldest empires. Due to its long history of imperialist expansion, China has been seen by its neighboring countries as a threat due to its large population, giant economy, large military force as well as its territorial evolution throughout history. Starting with the unification of China under the Qin dynasty, later Chinese dynasties continued to follow its form of expansions.[90]

The most successful Chinese imperial dynasties in terms of territorial expansion were the Han, Tang, Yuan, and Qing dynasties.

Denmark

[edit]

Denmark–Norway (Denmark after 1814) possessed overseas colonies from 1536 until 1953. At its apex there were colonies on four continents: Europe, North America, Africa and Asia. In the 17th century, following territorial losses on the Scandinavian Peninsula, Denmark-Norway began to develop colonies, forts, and trading posts in West Africa, the Caribbean, and the Indian subcontinent. Christian IV first initiated the policy of expanding Denmark-Norway's overseas trade, as part of the mercantilist wave that was sweeping Europe. Denmark-Norway's first colony was established at Tranquebar on India's southern coast in 1620. Admiral Ove Gjedde led the expedition that established the colony. After 1814, when Norway was ceded to Sweden, Denmark retained what remained of Norway's great medieval colonial holdings. One by one the smaller colonies were lost or sold. Tranquebar was sold to the British in 1845. The United States purchased the Danish West Indies in 1917. Iceland became independent in 1944. Today, the only remaining vestiges are two originally Norwegian colonies that are currently within the Danish Realm, the Faroe Islands and Greenland; the Faroes were a Danish county until 1948, while Greenland's colonial status ceased in 1953. They are now autonomous territories.[91]

Dutch

[edit]

The most notable example of Dutch imperialism is regarding Indonesia.

Egypt

[edit]
The New Kingdom, also called the Egyptian Empire, refers to ancient Egypt between the 16th century BC and the 11th century BC. This period of ancient Egyptian history covers the Eighteenth, Nineteenth, and Twentieth dynasties. Through radiocarbon dating, the establishment of the New Kingdom has been placed between 1570 and 1544 BC.[92] The New Kingdom followed the Second Intermediate Period and was succeeded by the Third Intermediate Period. It was the most prosperous time for ancient Egypt and marked the peak of its power.[93]

France

[edit]
Map of the first (light blue) and second (dark blue) French colonial empires

During the 16th century, the French colonization of the Americas began with the creation of New France. It was followed by French East India Company's trading posts in Africa and Asia in the 17th century. France had its "First colonial empire" from 1534 until 1814, including New France (Canada, Acadia, Newfoundland and Louisiana), French West Indies (Saint-Domingue, Guadeloupe, Martinique), French Guiana, Senegal (Gorée), Mascarene Islands (Mauritius Island, Réunion) and French India.

Its "Second colonial empire" began with the seizure of Algiers in 1830 and came for the most part to an end with the granting of independence to Algeria in 1962.[94] The French imperial history was marked by numerous wars, large and small, and also by significant help to France itself from the colonials in the world wars.[95] France took control of Algeria in 1830 but began in earnest to rebuild its worldwide empire after 1850, concentrating chiefly in North and West Africa (French North Africa, French West Africa, French Equatorial Africa), as well as South-East Asia (French Indochina), with other conquests in the South Pacific (New Caledonia, French Polynesia). France also twice attempted to make Mexico a colony in 1838–39 and in 1861–67 (see Pastry War and Second French intervention in Mexico).

French poster about the "Madagascar War"

French Republicans, at first hostile to empire, only became supportive when Germany started to build her own colonial empire. As it developed, the new empire took on roles of trade with France, supplying raw materials and purchasing manufactured items, as well as lending prestige to the motherland and spreading French civilization and language as well as Catholicism. It also provided crucial manpower in both World Wars.[96] It became a moral justification to lift the world up to French standards by bringing Christianity and French culture. In 1884 the leading exponent of colonialism, Jules Ferry declared France had a civilising mission: "The higher races have a right over the lower races, they have a duty to civilize the inferior".[97] Full citizenship rights – assimilation – were offered, although in reality assimilation was always on the distant horizon.[98] Contrasting from Britain, France sent small numbers of settlers to its colonies, with the only notable exception of Algeria, where French settlers nevertheless always remained a small minority.

The French colonial empire of extended over 11,500,000 km2 (4,400,000 sq mi) at its height in the 1920s and had a population of 110 million people on the eve of World War II.[99][100]

In World War II, Charles de Gaulle and the Free French used the overseas colonies as bases from which they fought to liberate France. However, after 1945 anti-colonial movements began to challenge the Empire. France fought and lost a bitter war in Vietnam in the 1950s. Whereas they won the war in Algeria, de Gaulle decided to grant Algeria independence anyway in 1962. French settlers and many local supporters relocated to France. Nearly all of France's colonies gained independence by 1960, but France retained significant financial and diplomatic influence. It has repeatedly sent troops to assist its former colonies in Africa in suppressing insurrections and coups d'état.[101]

Education policy

[edit]

French colonial officials, influenced by the revolutionary ideal of equality, standardized schools, curricula, and teaching methods as much as possible. They did not establish colonial school systems with the idea of furthering the ambitions of the local people, but rather simply exported the systems and methods in vogue in the mother nation.[102] Having a moderately trained lower bureaucracy was of great use to colonial officials.[103] The emerging French-educated indigenous elite saw little value in educating rural peoples.[104] After 1946 the policy was to bring the best students to Paris for advanced training. The result was to immerse the next generation of leaders in the growing anti-colonial diaspora centered in Paris. Impressionistic colonials could mingle with studious scholars or radical revolutionaries or so everything in between. Ho Chi Minh and other young radicals in Paris formed the French Communist party in 1920.[105]

Tunisia was exceptional. The colony was administered by Paul Cambon, who built an educational system for colonists and indigenous people alike that was closely modeled on mainland France. He emphasized female and vocational education. By independence, the quality of Tunisian education nearly equalled that in France.[106]

African nationalists rejected such a public education system, which they perceived as an attempt to retard African development and maintain colonial superiority. One of the first demands of the emerging nationalist movement after World War II was the introduction of full metropolitan-style education in French West Africa with its promise of equality with Europeans.[107][108]

In Algeria, the debate was polarized. The French set up schools based on the scientific method and French culture. The Pied-Noir (Catholic migrants from Europe) welcomed this. Those goals were rejected by the Moslem Arabs, who prized mental agility and their distinctive religious tradition. The Arabs refused to become patriotic and cultured Frenchmen and a unified educational system was impossible until the Pied-Noir and their Arab allies went into exile after 1962.[109]

In South Vietnam from 1955 to 1975 there were two competing powers in education, as the French continued their work and the Americans moved in. They sharply disagreed on goals. The French educators sought to preserving French culture among the Vietnamese elites and relied on the Mission Culturelle – the heir of the colonial Direction of Education – and its prestigious high schools. The Americans looked at the great mass of people and sought to make South Vietnam a nation strong enough to stop communism. The Americans had far more money, as USAID coordinated and funded the activities of expert teams, and particularly of academic missions. The French deeply resented the American invasion of their historical zone of cultural imperialism.[110]

Germany

[edit]
German colonial empire, the third largest colonial empire during the 19th century after the British and the French ones[111]

German expansion into Slavic lands begins in the 12th–13th-century (see Drang Nach Osten). The concept of Drang Nach Osten was a core element of German nationalism and a major element of Nazi ideology. However, the German involvement in the seizure of overseas territories was negligible until the end of the 19th century. Prussia unified the other states into the second German Empire in 1871. Its Chancellor, Otto von Bismarck (1862–90), long opposed colonial acquisitions, arguing that the burden of obtaining, maintaining, and defending such possessions would outweigh any potential benefits. He felt that colonies did not pay for themselves, that the German bureaucratic system would not work well in the tropics and the diplomatic disputes over colonies would distract Germany from its central interest, Europe itself.[112]

However, public opinion and elite opinion in Germany demanded colonies for reasons of international prestige, so Bismarck was forced to oblige. In 1883–84 Germany began to build a colonial empire in Africa and the South Pacific.[113][114] The establishment of the German colonial empire started with German New Guinea in 1884.[115] Within 25 years, German South West Africa had committed the Herero and Namaqua genocide in modern-day Namibia, the first genocide of the 20th century.

German colonies included the present territories of in Africa: Tanzania, Rwanda, Burundi, Namibia, Cameroon, Ghana and Togo; in Oceania: New Guinea, Solomon Islands, Nauru, Marshall Islands, Mariana Islands, Caroline Islands and Samoa; and in Asia: Qingdao, Yantai and the Jiaozhou Bay. The Treaty of Versailles made them mandates under the control the Allied victors.[116] Germany also lost the portions of its Eastern territories that had Polish majorities to independent Poland as a result of the Treaty of Versailles in 1919. The Eastern territories inhabited by a German majority since the Middle Ages were torn from Germany and became part of both Poland and the USSR as a result of the territorial reorganization established by the Potsdam Conference of the Allied powers in 1945.

Inca

[edit]
The Inca Empire,[a] officially known as the Realm of the Four Parts (Quechua: Tawantinsuyu pronounced [taˈwantiŋ ˈsuju], lit.'land of four parts'[117]), was the largest empire in pre-Columbian America.[118] The administrative, political, and military center of the empire was in the city of Cusco. The Inca civilisation rose from the Peruvian highlands sometime in the early 13th century. The Portuguese explorer Aleixo Garcia was the first European to reach the Inca Empire in 1524.[119] Later, in 1532, the Spanish began the conquest of the Inca Empire, and by 1572 the last Inca state was fully conquered.

Italy

[edit]
The Italian Empire in 1940

The Italian Empire (Impero italiano) comprised the overseas possessions of the Kingdom of Italy primarily in northeast Africa. It began with the purchase in 1869 of Assab Bay on the Red Sea by an Italian navigation company which intended to establish a coaling station at the time the Suez Canal was being opened to navigation.[120] This was taken over by the Italian government in 1882, becoming modern Italy's first overseas territory.[121] By the start of the First World War in 1914, Italy had acquired in Africa the colony of Eritrea on the Red Sea coast, a large protectorate and later colony in Somalia, and authority in formerly Ottoman Tripolitania and Cyrenaica (gained after the Italo-Turkish War) which were later unified in the colony of Libya.

Outside Africa, Italy possessed the Dodecanese Islands off the coast of Turkey (following the Italo-Turkish War) and a small concession in Tianjin in China following the Boxer War of 1900. During the First World War, Italy occupied southern Albania to prevent it from falling to Austria-Hungary. In 1917, it established a protectorate over Albania, which remained in place until 1920.[122] The Fascist government that came to power with Benito Mussolini in 1922 sought to increase the size of the Italian empire and to satisfy the claims of Italian irredentists.

After its second invasion of Ethiopia in 1936, Italy occupied Ethiopia until 1941. In 1939, Italy invaded Albania and incorporated it into the Fascist state. During the Second World War (1939–1945), Italy occupied British Somaliland, parts of south-eastern France, western Egypt and most of Greece, but then lost those conquests and its African colonies, including Ethiopia, to the invading allied forces by 1943. It was forced in the peace treaty of 1947 to relinquish sovereignty over all its colonies. It was granted a trust to administer former Italian Somaliland under United Nations supervision in 1950. When Somalia became independent in 1960, Italy's eight-decade experiment with colonialism ended.[123][124][page needed]

Japan

[edit]
The Greater East Asia Co-Prosperity Sphere in 1942
Japanese Marines preparing to land in Anqing, China, in June 1938

For over 200 years, Japan maintained a feudal society during a period of relative isolation from the rest of the world. However, in the 1850s, military pressure from the United States and other world powers coerced Japan to open itself to the global market, resulting in an end to the country's isolation. A period of conflicts and political revolutions followed due to socioeconomic uncertainty, ending in 1868 with the reunification of political power under the Japanese Emperor during the Meiji Restoration. This sparked a period of rapid industrialization driven in part by a Japanese desire for self-sufficiency. By the early 1900s, Japan was a naval power that could hold its own against an established European power as it defeated Russia.[125]

Despite its rising population and increasingly industrialized economy, Japan lacked significant natural resources. As a result, the country turned to imperialism and expansionism in part as a means of compensating for these shortcomings, adopting the national motto "Fukoku kyōhei" (富国強兵, "Enrich the state, strengthen the military").[126]

And Japan was eager to take every opportunity. In 1869 they took advantage of the defeat of the rebels of the Republic of Ezo to formally incorporate the island of Hokkaido into the Japanese Empire. For centuries, Japan viewed the Ryukyu Islands as one of its provinces. In 1871 the Mudan incident happened: Taiwanese aborigines murdered 54 Ryūkyūan sailors that became shipwrecked. At that time the Ryukyu Islands were claimed by both Qing China and Japan, and the Japanese interpreted the incident as an attack on their citizens. They took steps to bring the islands in their jurisdiction: in 1872 the Japanese Ryukyu Domain was declared, and in 1874 a retaliatory incursion to Taiwan was sent, which was a success. The success of this expedition emboldened the Japanese: not even the Americans could defeat the Taiwanese in the Formosa Expedition of 1867. Very few gave it much thought at the time, but this was the first move in the Japanese expansionism series. Japan occupied Taiwan for the rest of 1874 and then left owing to Chinese pressures, but in 1879 it finally annexed the Ryukyu Islands. In 1875 Qing China sent a 300-men force to subdue the Taiwanese, but unlike the Japanese the Chinese were routed, ambushed and 250 of their men were killed; the failure of this expedition exposed once more the failure of Qing China to exert effective control in Taiwan, and acted as another incentive for the Japanese to annex Taiwan. Eventually, the spoils for winning the First Sino-Japanese War in 1894 included Taiwan.[127]

In 1875 Japan took its first operation against Joseon Korea, another territory that for centuries it coveted; the Ganghwa Island incident made Korea open to international trade. Korea was annexed in 1910. As a result of winning the Russo-Japanese War in 1905, Japan took part of Sakhalin Island from Russia. Precisely, the victory against the Russian Empire shook the world: never before had an Asian nation defeated a European power[dubiousdiscuss], and in Japan it was seen as a feat. Japan's victory against Russia would act as an antecedent for Asian countries in the fight against the Western powers for Decolonization. During World War I, Japan took German-leased territories in China's Shandong Province, as well as the Mariana, Caroline, and Marshall Islands, and kept the islands as League of nations mandates. At first, Japan was in good standing with the victorious Allied powers of World War I, but different discrepancies and dissatisfaction with the rewards of the treaties cooled the relations with them, for example American pressure forced it to return the Shandong area. By the '30s, economic depression, urgency of resources and a growing distrust in the Allied powers made Japan lean to a hardened militaristic stance. Through the decade, it would grow closer to Germany and Italy, forming together the Axis alliance. In 1931 Japan took Manchuria from China. International reactions condemned this move, but Japan's already strong skepticism against Allied nations meant that it nevertheless carried on.[128]

Japanese march into Zhengyangmen of Beijing after capturing the city in July 1937.

During the Second Sino-Japanese War in 1937, Japan's military invaded central China. Also, in 1938–1939 Japan made an attempt to seize the territory of Soviet Russia and Mongolia, but suffered a serious defeats (see Battle of Lake Khasan, Battles of Khalkhin Gol). By now, relations with the Allied powers were at the bottom, and an international boycott against Japan to deprive it of natural resources was enforced. A military move to gain access to them was deemed necessary, and so Japan attacked Pearl Harbor, bringing the United States to World War II. Using its superior technological advances in naval aviation and its modern doctrines of amphibious and naval warfare, Japan achieved one of the fastest maritime expansions in history. By 1942 Japan had conquered much of East Asia and the Pacific, including the east of China, Hong Kong, Thailand, Vietnam, Cambodia, Burma (Myanmar), Malaysia, the Philippines, Indonesia, part of New Guinea and many islands of the Pacific Ocean. Just as Japan's late industrialization success and victory against the Russian Empire was seen as an example among underdeveloped Asia-Pacific nations, the Japanese took advantage of this and promoted among its conquered the goal to jointly create an anti-European "Greater East Asia Co-Prosperity Sphere". This plan helped the Japanese gain support from native populations during its conquests[citation needed] especially in Indonesia.[citation needed] However, the United States had a vastly stronger military and industrial base and defeated Japan, stripping it of conquests and returning its settlers back to Japan.[129]

Mongol

[edit]
The Mongol Empire was the largest contiguous empire in history. Originating in present-day Mongolia in East Asia, the empire at its height stretched from the Sea of Japan to Eastern Europe, extending northward into Siberia and east and southward into the Indian subcontinent, mounting invasions of Southeast Asia, and conquering the Iranian plateau; and reaching westward as far as the Levant and the Carpathian Mountains.

Mughal

[edit]
The Mughal Empire was an early modern empire in South Asia. At its peak, the empire stretched from the outer fringes of the Indus River Basin in the west, northern Afghanistan in the northwest, and Kashmir in the north, to the highlands of present-day Assam and Bangladesh in the east, and the uplands of the Deccan Plateau in South India.[130][131]

Nomadic empires

[edit]
A horserider of probable Xiongnu origin: the rider wears a hairbun characteristic of the oriental steppes, and his horse has characteristically Xiongnu horse trappings.[132] 2nd–1st century BC. Excavated in Saksanokhur (near Farkhor), Tajikistan. National Museum of Antiquities of Tajikistan.
Nomadic empires, sometimes also called steppe empires, Central or Inner Asian empires, were the empires erected by the bow-wielding, horse-riding, nomadic people in the Eurasian Steppe, from classical antiquity (Scythia) to the early modern era (Dzungars). They are the most prominent example of non-sedentary polities.

Ottoman

[edit]
The Ottoman Empire in 1683; core possessions in dark green; vassal or autonomous areas in light green.

The Ottoman Empire was an imperial state that lasted from 1299 to 1922. In 1453, Mehmed the Conqueror captured Constantinople and made it his capital. During the 16th and 17th centuries, in particular at the height of its power under the reign of Suleiman the Magnificent, the Ottoman Empire was a powerful multinational, multilingual empire, which invaded and colonized much of Southeast Europe, Western Asia, the Caucasus, North Africa, and the Horn of Africa. Its repeated invasions, and brutal treatment of Slavs led to the Great Migrations of the Serbs to escape persecution. At the beginning of the 17th century the empire contained 32 provinces and numerous vassal states. Some of these were later absorbed into the empire, while others were granted various types of autonomy during the course of centuries.[133]

Following a long period of military setbacks against European powers, the Ottoman Empire gradually declined, losing control of much of its territory in Europe and Africa.

By 1810 Egypt was effectively independent. In 1821–1829 the Greeks in the Greek War of Independence were assisted by Russia, Britain and France. In 1815 to 1914 the Ottoman Empire could exist only in the conditions of acute rivalry of the great powers, with Britain its main supporter, especially in the Crimean War 1853–1856, against Russia. After Ottoman defeat in the Russo-Turkish War (1877–1878), Bulgaria, Serbia and Montenegro gained independence and Britain took colonial control of Cyprus, while Bosnia and Herzegovina were occupied and annexed by Austro-Hungarian Empire in 1908.

The empire allied with Germany in World War I, aiming to recover lost territories, but dissolved following its decisive defeat. The Turkish national movement, supported by Soviet Russia, achieved victory in the course of the Turkish War of Independence, and the parties signed and ratified the Treaty of Lausanne in 1923 and 1924. The Republic of Turkey was established.[134]

Persia

[edit]
The Guarded Domains of Iran,[b] commonly called Safavid Iran, Safavid Persia[c] or the Safavid Empire,[d] was one of the largest and longest-lasting Iranian empires. It was ruled from 1501 to 1736 by the Safavid dynasty.[135][136][137][138] It is often considered the beginning of modern Iranian history,[139] as well as one of the gunpowder empires.[140] The Safavid Shāh Ismā'īl I established the Twelver denomination of Shīʿa Islam as the official religion of the empire, marking one of the most important turning points in the history of Islam.[141]

Portugal

[edit]
Areas across the world that were, at one point in their history, part of the Portuguese Empire

Rome

[edit]
Provinces of the Roman Empire around 117 AD

The Roman Empire was the post-Republican period of ancient Rome. As a polity, it included large territorial holdings around the Mediterranean Sea in Europe, North Africa, and Western Asia, ruled by emperors.

Russia

[edit]

Russian Empire

[edit]
Expansion of the Tsardom and Empire of Russia until 1914

By the 18th century, the Russian Empire extended its control to the Pacific, peacefully forming a common border with the Qing Empire and Empire of Japan. This took place in a large number of military invasions of the lands east, west, and south of it. The Polish–Russian War of 1792 took place after Polish nobility from the Polish–Lithuanian Commonwealth wrote the Constitution of 3 May 1791. The war resulted in eastern Poland being conquered by Imperial Russia as a colony until 1918. The southern campaigns involved a series of Russo-Persian Wars, which began with the Persian Expedition of 1796, resulting in the acquisition of Georgia as a protectorate. Between 1800 and 1864, Imperial armies invaded south in the Russian conquest of the Caucasus, the Murid War, and the Russo-Circassian War. This last conflict led to the ethnic cleansing of Circassians from their lands. The Russian conquest of Siberia over the Khanate of Sibir took place in the 16th and 17th centuries, and resulted in the slaughter of various indigenous tribes by Russians, including the Daur, the Koryaks, the Itelmens, Mansi people and the Chukchi. The Russian colonization of Central and Eastern Europe and Siberia and treatment of the resident indigenous peoples has been compared to European colonization of the Americas, with similar negative impacts on the indigenous Siberians as upon the indigenous peoples of the Americas. The extermination of indigenous Siberian tribes was so complete that a relatively small population of only 180,000 are said to exist today. The Russian Empire exploited and suppressed Cossacks hosts during this period, before turning them into the special military estate Sosloviye in the late 18th century. Cossacks were then used in Imperial Russian campaigns against other tribes.[142]

The acquisition of Ukraine by Russia commenced in 1654 with the Pereiaslav Agreement. Georgia's accession to Russia in 1783 was marked by the Treaty of Georgievsk.

Soviet Union

[edit]
  Soviet Union
  Soviet territories that were never part of Imperial Russia: Tuva, East Prussia, western Ukraine, Kuril Islands
  Imperial territories that did not become part of the Soviet Union
  Soviet sphere of influence: Warsaw Pact, Mongolia
  Soviet military occupation: northern Iran, Manchuria, northern Korea, Xinjiang, Afghanistan

Bolshevik leaders had effectively reestablished a polity with roughly the same extent as that empire by 1921, however with an internationalist ideology: Lenin in particular asserted the right to limited self-determination for national minorities within the new territory.[143] Beginning in 1923, the policy of "Indigenization" [korenizatsiya] was intended to support non-Russians develop their national cultures within a socialist framework. Never formally revoked, it stopped being implemented after 1932[citation needed]. After World War II, the Soviet Union installed socialist regimes modeled on those it had installed in 1919–20 in the old Russian Empire, in areas its forces occupied in Eastern Europe.[144] The Soviet Union and later the People's Republic of China supported revolutionary and communist movements in foreign nations and colonies to advance their own interests, but were not always successful.[145] The USSR provided great assistance to Kuomintang in 1926–1928 in the formation of a unified Chinese government (see Northern Expedition). Although then relations with the USSR deteriorated, but the USSR was the only world power that provided military assistance to China against Japanese aggression in 1937–1941 (see Sino-Soviet Non-Aggression Pact). The victory of the Chinese Communists in the civil war of 1946–1949 relied on the great help of the USSR (see Chinese Civil War).

Although the Soviet Union declared itself anti-imperialist, critics argue that it exhibited traits common to historic empires.[146][147][148] Some scholars hold that the Soviet Union was a hybrid entity containing elements common to both multinational empires and nation-states. Some also argued that the USSR practiced colonialism as did other imperial powers and was carrying on the old Russian tradition of expansion and control.[148] Mao Zedong once argued that the Soviet Union had itself become an imperialist power while maintaining a socialist façade. Moreover, the ideas of imperialism were widely spread in action on the higher levels of government. Josip Broz Tito and Milovan Djilas have referred to the Stalinist USSR's foreign policies, such as the occupation and economic exploitations of Eastern Europe and its aggressive and hostile policy towards Yugoslavia as Soviet imperialism.[149][150] Some Marxists within the Russian Empire and later the USSR, like Sultan Galiev and Vasyl Shakhrai, considered the Soviet regime a renewed version of the Russian imperialism and colonialism.[151] The crushing of the Hungarian Revolution of 1956 and Soviet–Afghan War have been cited as examples.[152][153][154]

Russia under Putin

[edit]
Russia's president Vladimir Putin compared himself to Emperor Peter the Great in an effort to regain former Russian lands.[155]

Since the 2010s, Russia under Vladimir Putin has been described as neo-imperialist.[156] Russia occupies parts of neighboring countries and has engaged in expansionism, most notably with the 2008 Russian invasion of Georgia, the 2014 annexation of Crimea, and the 2022 invasion of Ukraine and annexation of its southeast. Russia has also established domination over Belarus.[157] Four months into the invasion of Ukraine, Putin compared himself to Russian emperor Peter the Great. He said that Tsar Peter had returned "Russian land" to the empire, and that "it is now also our responsibility to return (Russian) land".[158] Kseniya Oksamytna wrote that in Russia media, the invasion was accompanied by discourses of Russian "supremacy". She says that this likely fuelled war crimes against Ukrainians and that "the behavior of Russian forces bore all hallmarks of imperial violence".[159] The Putin regime has revived imperial ideas such as the "Russian world"[160] and the ideology of Eurasianism.[161] It has used disinformation and the Russian diaspora to undermine the sovereignty of other countries.[162] Russia is also accused of neo-colonialism in Africa, mainly through the activities of the Wagner Group and Africa Corps.[163][164]

Spain

[edit]
The areas of the world that at one time were territories of the Spanish Empire

Spanish imperialism in the colonial era corresponds with the rise and decline of the Spanish Empire, conventionally recognized as emerging in 1402 with the conquest of the Canary Islands. Following the successes of exploratory maritime voyages conducted during the Age of Discovery, Spain committed considerable financial and military resources towards developing a robust navy capable of conducting large-scale, transatlantic expeditionary operations in order to establish and solidify a firm imperial presence across large portions of North America, South America, and the geographic regions comprising the Caribbean basin. Concomitant with Spanish endorsement and sponsorship of transatlantic expeditionary voyages was the deployment of Conquistadors, which further expanded Spanish imperial boundaries through the acquisition and development of territories and colonies.[165]

Imperialism in the Caribbean basin

[edit]
Spanish colonies and territories in the Caribbean basin (c. 1490 – c. 1660)

In congruence with the colonialist activities of competing European imperial powers throughout the 15th – 19th centuries, the Spanish were equally engrossed in extending geopolitical power. The Caribbean basin functioned as a key geographic focal point for advancing Spanish imperialism. Similar to the strategic prioritization Spain placed towards achieving victory in the conquests of the Aztec Empire and Inca Empire, Spain placed equal strategic emphasis on expanding the nation's imperial footprint within the Caribbean basin.

Echoing the prevailing ideological perspectives regarding colonialism and imperialism embraced by Spain's European rivals during the colonial era, including the English, French, and the Dutch, the Spanish used colonialism as a means of expanding imperial geopolitical borders and securing the defense of maritime trade routes in the Caribbean basin.

While leveraging colonialism in the same geographic operating theater as its imperial rivals, Spain maintained distinct imperial objectives and instituted a unique form of colonialism in support of its imperial agenda. Spain placed significant strategic emphasis on the acquisition, extraction, and exportation of precious metals (primarily gold and silver). A second objective was the evangelization of subjugated indigenous populations residing in mineral-rich and strategically favorable locations. Notable examples of these indigenous groups include the Taίno populations inhabiting Puerto Rico and segments of Cuba. Compulsory labor and slavery were widely institutionalized across Spanish-occupied territories and colonies, with an initial emphasis on directing labor towards mining activity and related methods of procuring semi-precious metals. The emergence of the Encomienda system during the 16th–17th centuries in occupied colonies within the Caribbean basin reflects a gradual shift in imperial prioritization, increasingly focusing on large-scale production and exportation of agricultural commodities.

Scholarly debate and controversy

[edit]

The scope and scale of Spanish participation in imperialism within the Caribbean basin remains a subject of scholarly debate among historians. A fundamental source of contention stems from the inadvertent conflation of theoretical conceptions of imperialism and colonialism. Furthermore, significant variation exists in the definition and interpretation of these terms as expounded by historians, anthropologists, philosophers, and political scientists.

Among historians, there is substantial support in favor of approaching imperialism as a conceptual theory emerging during the 18th–19th centuries, particularly within Britain, propagated by key exponents such as Joseph Chamberlain and Benjamin Disraeli. In accordance with this theoretical perspective, the activities of the Spanish in the Caribbean are not components of a preeminent, ideologically driven form of imperialism. Rather, these activities are more accurately classified as representing a form of colonialism.

Further divergence among historians can be attributed to varying theoretical perspectives regarding imperialism that are proposed by emerging academic schools of thought. Noteworthy examples include cultural imperialism, whereby proponents such as John Downing and Annabelle Sreberny-Modammadi define imperialism as "...the conquest and control of one country by a more powerful one."[166] Cultural imperialism signifies the dimensions of the process that go beyond economic exploitation or military force." Moreover, colonialism is understood as "...the form of imperialism in which the government of the colony is run directly by foreigners."[167]

In spite of diverging perspectives and the absence of a unilateral scholarly consensus regarding imperialism among historians, within the context of Spanish expansion in the Caribbean basin during the colonial era, imperialism can be interpreted as an overarching ideological agenda that is perpetuated through the institution of colonialism. In this context, colonialism functions as an instrument designed to achieve specific imperialist objectives.

Sweden

[edit]

United States

[edit]
Ceremonies during the annexation of the Republic of Hawaii, 1898
Cartoon of belligerent Uncle Sam placing Spain on notice, c. 1898

Made up of former colonies itself, the early United States expressed its opposition to imperialism, at least in a form distinct from its own Manifest Destiny, through policies such as the Monroe Doctrine. However the US may have unsuccessfully attempted to capture Canada in the War of 1812. The United States achieved very significant territorial concessions from Mexico during the Mexican–American War. Beginning in the late 19th and early 20th century, policies such as Theodore Roosevelt's interventionism in Central America and Woodrow Wilson's mission to "make the world safe for democracy"[168] changed all this. They were often backed by military force, but were more often affected from behind the scenes. This is consistent with the general notion of hegemony and imperium of historical empires.[169][170] In 1898, Americans who opposed imperialism created the Anti-Imperialist League to oppose the US annexation of the Philippines and Cuba. One year later, a war erupted in the Philippines causing business, labor and government leaders in the US to condemn America's occupation in the Philippines as they also denounced them for causing the deaths of many Filipinos.[171] American foreign policy was denounced as a "racket" by Smedley Butler, a former American general who had become a spokesman for the far left.[172]

At the start of World War II, President Franklin D. Roosevelt was opposed to European colonialism, especially in India. He pulled back when Britain's Winston Churchill demanded that victory in the war be the first priority. Roosevelt expected that the United Nations would take up the problem of decolonization.[173]

Some have described the internal strife between various people groups as a form of imperialism or colonialism. This internal form is distinct from informal U.S. imperialism in the form of political and financial hegemony.[174] It also showed difference in the United States' formation of "colonies" abroad.[174] Through the treatment of its indigenous peoples during westward expansion, the United States took on the form of an imperial power prior to any attempts at external imperialism. This internal form of empire has been referred to as "internal colonialism".[175] Participation in the African slave trade and the subsequent treatment of its 12 to 15 million Africans is viewed by some to be a more modern extension of America's "internal colonialism".[176] However, this internal colonialism faced resistance, as external colonialism did, but the anti-colonial presence was far less prominent due to the nearly complete dominance that the United States was able to assert over both indigenous peoples and African-Americans.[177] In a lecture on April 16, 2003, Edward Said described modern imperialism in the United States as an aggressive means of attack towards the contemporary Orient stating that "due to their backward living, lack of democracy and the violation of women's rights. The western world forgets during this process of converting the other that enlightenment and democracy are concepts that not all will agree upon".[178]

Anti-imperialism

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Anti-imperialism gained a wide currency after the Second World War and at the onset of the Cold War as political movements in colonies of European powers promoted national sovereignty. Some anti-imperialist groups who opposed the United States supported the power of the Soviet Union, such as in Guevarism, while in Maoism this was criticized as social imperialism.

Pan-Africanism is a movement across Africa and the world that came as a result of imperial ideas splitting apart African nations and pitting them against each other. The Pan-African movement instead tried to reverse those ideas by uniting Africans and creating a sense of brotherhood among all African people.[179] The Pan-African movement helped with the eventual end of Colonialism in Africa.

Representatives at the 1900 Pan African Conference demanded moderate reforms for colonial African nations.[180] The conference also discussed African populations in the Caribbean and the United States and their rights. A total of six Pan-African conferences that were held, and these allowed the African people to have a voice in ending colonial rule.

See also

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Notes

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from Grokipedia
Imperialism denotes the extension of a polity's over external territories and populations, typically via , , or coercive influence, thereby instituting asymmetrical structures for strategic, economic, or cultural ends.
Throughout history, empires from antiquity—such as the Roman and Ottoman—to the era of European overseas expansion in the 19th and early 20th centuries exemplified this dynamic, often propelled by for resources, markets, and geopolitical dominance.
Central features encompass territorial control, resource extraction, and the overlay of the imperium's legal and administrative systems, which could entail both coercive exploitation and the dissemination of , networks, and norms.
While fraught with conflicts, genocides, and economic drain in extractive contexts, rigorous econometric analyses reveal that imperial legacies, particularly from Britain, fostered enduring institutional enhancements—such as property rights and —that propelled higher income levels and growth in low-mortality settler regions like and , with annual per capita GDP increases exceeding 1.5% from 1820 to 1950.
In contrast, high-density extraction zones like exhibited muted growth at 0.12% annually, underscoring how imperial outcomes hinged on demographic pressures, investment patterns, and institutional inclusivity rather than uniform predation.

Definition and Conceptual Foundations

Etymology and Evolution of the Term

The term imperialism derives from the Latin imperium, denoting command, supreme authority, or the right to rule, a central to Roman and expansion. This etymological root emphasized the extension of power over subordinate entities, initially without connotations. In English, the -ism was appended to imperial—itself from late 14th-century French and Latin origins meaning "having commanding power"—to form imperialism by 1826, signifying advocacy for empire-building or devotion to imperial policies, often invoked in discussions of Napoleonic or ancient Roman precedents. Early modern usages, traceable to at least 1684 in some senses referring to imperial rule akin to classical empires, remained neutral or descriptive of monarchical or absolutist systems. By the mid-19th century, around 1858, the term gained prominence in British contexts to characterize , portraying empire as a stabilizing force of global order rather than mere aggression. This period marked its shift toward denoting active policies of territorial acquisition and influence, distinct from mere possession of colonies, as European powers formalized doctrines of expansion. The term's connotations evolved markedly in the late 19th and early 20th centuries amid critiques of unchecked expansion. Economists like John A. Hobson, in his 1902 work Imperialism: A Study, reframed it as a symptom of underconsumption and financier-driven overreach, influencing subsequent analyses. V.I. Lenin further theorized it in 1916–1917 as the "highest stage of capitalism," linking monopolistic finance to colonial rivalry and war, a view that popularized its use as an indictment of systemic exploitation. Post-World War II decolonization amplified its negative valence, transforming imperialism into a rhetorical tool for denouncing perceived neocolonial dominance, often detached from its original descriptive intent and applied broadly to economic or cultural influences. This evolution reflects not only linguistic adaptation but also ideological contestation, with leftist frameworks emphasizing coercion over mutual benefits observed in some historical exchanges. Imperialism, defined as the policy, practice, or advocacy of extending a state's power and over foreign territories through territorial acquisition, , or political control, differs from primarily in scope and mechanism. entails the direct establishment and settlement of populations from the in overseas territories, often involving the displacement or subjugation of to facilitate resource extraction and cultural imposition. In contrast, imperialism can operate without significant migration, relying instead on , economic dominance, or administrative oversight, as seen in British influence over informal protectorates in the . This distinction highlights imperialism's broader applicability to both settled and unsettled s, whereas presupposes physical occupation and demographic transformation. Expansionism represents a related but narrower concept, referring to a state's drive for territorial growth through or migration, often contiguous and motivated by security, resources, or ideology, without the hierarchical control over subjugated foreign populations inherent in imperialism. For instance, the ' westward expansion in the exemplified via , absorbing adjacent lands primarily through settlement rather than establishing an overarching imperial structure with tribute or vassal states. Imperialism, by comparison, typically involves non-contiguous overseas dominions and a formalized asymmetry of power, such as the Roman Empire's provincial governance or Britain's global holdings post-1815. Hegemony, often invoked in , denotes influence achieved through consent, cultural persuasion, or economic interdependence rather than coercive territorial control, distinguishing it from imperialism's reliance on like or unequal treaties. Gramscian , for example, emphasizes ideological leadership within a bloc of states, as in post-World War II American alliances, whereas imperialism historically featured explicit subjugation, such as the ' imposition of on China in 1842 and 1860. Neo-imperialism extends this contrast into modernity, describing subtle forms of dominance via multinational corporations, aid conditionalities, or financial leverage post-decolonization, without formal —evident in critiques of programs by the in the 1980s and 1990s in and . Thus, while imperialism and its variants share roots in , they diverge in directness, settlement patterns, and coercive intensity, with overlapping usage in historical texts reflecting evolving analytical needs rather than rigid boundaries.

Core Characteristics and Typologies

Imperialism entails the extension of a dominant polity's over foreign territories and populations, establishing asymmetrical power relations that permit the extraction of economic, strategic, or prestige benefits. This process typically relies on superior capabilities, diplomatic leverage, or to enforce compliance, resulting in diminished for the subordinated entities. Core to imperialism is the of decisions by the imperial , often suppressing local institutions and redirecting resources toward the metropole's interests, as observed in historical patterns of extraction and unequal trade arrangements. Unlike transient alliances or mutual , imperialism imposes enduring hierarchies, frequently justified through ideologies of civilizational superiority or imperatives, though empirical reveals motivations rooted in and competitive state . It manifests in both direct territorial control and subtler forms of influence, with the former involving administrative integration and the latter leveraging dependency without formal . Typologies of imperialism classify it by mechanisms of control and spatial orientation. Formal imperialism features outright annexation and centralized administration, as in the Roman Empire's provincial system or Britain's direct rule over from 1858 onward, where viceroys enforced metropolitan laws and policies. Informal variants, conversely, exert dominance through or spheres of influence, preserving nominal local autonomy while dictating foreign relations and economic access; Britain's , formalized in 1900, exemplifies the former, with British oversight of defense amid indigenous governance. Spheres of influence represent a minimalist typology, wherein imperial powers secure exclusive economic or strategic privileges via treaties, eschewing administrative burdens; European delineation of such zones in late Qing , post-Opium Wars, allowed resource extraction without governance costs. Distinctions also arise between settler-oriented imperialism, involving population transplantation and land reconfiguration, and extractive models focused on remote domination, the latter prioritizing sovereign command over on-site transformation. These categories, while overlapping, highlight causal variances in and resistance, with formal structures often incurring higher administrative expenses but yielding tighter control.

Historical Development

Ancient and Classical Empires

The , founded by circa 2334–2279 BCE, marked an early form of imperialism through the conquest and unification of Sumerian city-states in southern , extending control northward to areas in modern and imposing Akkadian as a for administration. This multi-ethnic polity relied on military innovation, including standing armies, to subdue rivals and centralize collection, though it collapsed around 2150 BCE amid rebellions and climate-induced famine. Subsequent Mesopotamian empires built on this model, with the (circa 911–609 BCE) exemplifying systematic imperialism via relentless campaigns that incorporated territories from to the , covering over 1.4 million square kilometers at its peak. Assyrian rulers like (745–727 BCE) implemented provincial governance, mass deportations of conquered populations to disrupt resistance, and heavy tribute extraction to fund iron-equipped armies and monumental architecture, fostering but at the cost of widespread resentment that contributed to its fall to Babylonian and forces. The Achaemenid Persian Empire, established by Cyrus II in 550 BCE after overthrowing the Median kingdom, expanded through conquests of (546 BCE), (539 BCE), and under (525 BCE), eventually spanning 5.5 million square kilometers from the to the Indus Valley. Darius I's satrapy system divided the realm into 20–30 provinces governed by appointed officials, supported by the Royal Road for communication and a policy of to minimize revolts, enabling efficient taxation and mobilization via the Immortals elite corps. This administrative pragmatism sustained the empire until its defeat by Alexander III of Macedon at Gaugamela in 331 BCE. Alexander's campaigns from 334 BCE onward dismantled the Achaemenid structure, conquering Persia, , , and reaching the by 326 BCE, forging an of roughly 5.2 million square kilometers that facilitated Hellenistic through founded cities like . His phalanx-based tactics and integration of Persian administrators emphasized personal loyalty over ethnic hierarchy, but the empire fragmented upon his death in 323 BCE into successor kingdoms like the Seleucids and Ptolemies, highlighting the fragility of conquest without enduring institutions. In the Mediterranean, Roman imperialism transitioned from republican expansion—securing by 264 BCE, defeating in the (264–146 BCE), and annexing (146 BCE)—to imperial consolidation under (27 BCE–14 CE), with further gains in , , and Britain. By Trajan's reign (98–117 CE), the empire encompassed 5 million square kilometers across three continents, governed via legions for security, client kings for buffers, and infrastructure like roads and aqueducts for resource flow, though overextension strained finances and provoked revolts. Parallel developments occurred in Asia: the Maurya Empire in India, founded by Chandragupta circa 321 BCE, unified the northwest post-Alexander and expanded under (268–232 BCE), whose conquest of Kalinga circa 260 BCE—resulting in over 100,000 deaths and 150,000 deportations—prompted a shift to dhamma-based governance promoting non-violence and welfare across a domain from to . In China, the under Ying Zheng () completed unification in 221 BCE by subduing the Warring States through Legalist reforms, standardized systems, and campaigns against nomads, initiating imperial bureaucracy that prioritized conscript labor for defenses like early Great Wall segments. These empires underscore imperialism's reliance on superior and coercion for territorial control, with longevity tied to adaptive administration rather than conquest alone.

Medieval and Nomadic Expansions

The medieval period (roughly 500–1500 CE) featured imperialism through rapid conquests by centralized caliphates and decentralized nomadic hordes, often leveraging religious , superior mobility, and exploitation of fragmented rivals to impose systems, administrative control, and over vast territories. These expansions contrasted with ancient models by emphasizing ideological unification—such as Islamic proselytization or Mongol universal rule—while relying on and coerced loyalty from subjugated elites, resulting in empires that facilitated long-distance trade but at the cost of massive demographic disruptions, including millions killed in campaigns. Empirical records, including contemporary chronicles like those of for Islamic conquests and Persian and Chinese annals for Mongol invasions, document these as deliberate strategies of domination rather than mere migrations, with rulers extracting resources via taxes or yam postal networks to sustain further aggression. The (632–661 CE), succeeding the Prophet Muhammad's death, orchestrated conquests totaling over 6 million square kilometers within three decades, defeating Byzantine forces at Yarmouk (636 CE) to seize and , and Sassanid armies at Qadisiyyah (636–637 CE) and (642 CE) to annex and Persia by 651 CE; fell by 642 CE under . These victories stemmed causally from Arab tribal cohesion under caliphal authority, Byzantine-Sassanid exhaustion from mutual wars (602–628 CE), and incentives like equal stipends for warriors regardless of origin, enabling incorporation of non-Arab auxiliaries. The Umayyad successors (661–750 CE) extended this to 11.1 million square kilometers, conquering by 709 CE (reaching Visigothic at Guadalete in 711 CE under ) and the Indus Valley by 713 CE, imposing Arabic administration, coinage reforms, and status on non-Muslims for fiscal extraction, though revolts like the (740 CE) highlighted limits of overextension. Nomadic expansions peaked with the , who under (proclaimed 1206 CE) unified fractious steppe tribes via merit-based legions and decimal organization, conquering the Xi Xia (1209 CE), Jin Dynasty (1211–1234 CE), and Khwarezm Empire (1219–1221 CE), killing up to 15% of conquered populations to deter resistance—e.g., 1.7 million at (1221 CE) per Persian historian Juvayni. By 1258 CE, Hulagu Khan sacked , extinguishing the and massacring 200,000–800,000 residents, while Batu Khan's subjugated Kievan Rus' (1237–1240 CE), extracting tribute from Moscow until 1480 CE; the empire peaked at 24 million square kilometers under (1271–1279 CE), integrating Chinese bureaucracy with nomadic oversight for monopolies, though ecological strains like contributed to fragmentation post-1368 CE. Turkic nomads paralleled this: the Seljuks overran Persia (1037 CE onward) and crushed Byzantines at Manzikert (1071 CE), securing via ghazi frontier warfare, with sultans like enforcing land grants for loyalty. European medieval expansions included Norse Viking ventures (793–1066 CE), where longship raids evolved into settlements driven by overpopulation and chieftain ambitions, establishing the in (post-865 CE Great Heathen Army), (911 CE treaty), and / colonies by 930/985 CE; Leif Erikson's reach (c. 1000 CE) marked transatlantic probing, per sagas like the , though unsustainable due to climate and Native resistance. The Ottoman beylik (c. 1299 CE), blending Turkic nomadic roots with ghazi ideology, expanded under and successors, capturing Adrianople (1361 CE) and subjugating the via devshirme levies, culminating in II's 1453 CE siege of using massive cannonry—over 53 days with 80,000 troops breaching Theodosian Walls—yielding control of eastern routes and a millet system for multi-ethnic governance. These cases illustrate imperialism's causal drivers: technological edges (e.g., composite bows, stirrups) and ideological narratives legitimizing violence, yielding benefits like booms but empirically tied to genocidal scales, with Mongol campaigns alone causing 40–60 million deaths per demographic reconstructions.

Early Modern and Mercantilist Imperialism

Early modern imperialism emerged in the late as European states, particularly and , pursued overseas expansion to secure economic advantages under principles, which prioritized national wealth accumulation via bullion inflows, trade surpluses, and colonial monopolies. viewed colonies as sources of raw materials and captive markets to bolster the metropolitan , with state intervention enforcing navigation laws and chartered companies to exclude rivals. This era's imperialism contrasted with prior feudal expansions by leveraging maritime technology, such as caravels and astrolabes, enabling direct access to global resources and establishing permanent settlements. Portugal led initial efforts, capturing in in 1415 under , initiating African coastal exploration for gold and slaves, followed by Vasco da Gama's 1498 voyage to India establishing a sea route for . By 1500, Portuguese fleets controlled key chokepoints, extracting tribute and establishing trading posts from to , yielding annual pepper imports of over 1,000 tons by the early . , inspired by these successes, sponsored Christopher Columbus's 1492 westward voyage, leading to American landfalls and subsequent conquests: subdued the in by 1521, securing vast silver deposits, while conquered the Inca in by 1533, with mines producing 8 million kilograms of silver between 1545 and 1800, fueling European monetary expansion. The 1494 , mediated by the , divided non-European spheres between the , formalizing their imperial claims. Northern European powers challenged Iberian dominance in the through joint-stock companies embodying mercantilist state-private partnerships. The Dutch United East India Company (VOC), chartered in 1602 with a 21-year monopoly, amassed a fleet of 150 and 40 warships by , capturing Portuguese assets like in 1641 and establishing Batavia () as a headquarters, generating profits averaging 18% annually in its first decade through spice monopolies enforced by military force. Britain responded with the of 1651, mandating that colonial goods be shipped only in English vessels and barring foreign intermediaries, aimed at undermining Dutch carrying trade and directing colonial staples like tobacco—exports reaching 30,000 hogsheads yearly from by 1700—exclusively to British markets. The English East India Company, founded in 1600, secured footholds in , importing calicoes and while exporting . France pursued mercantilist imperialism under Jean-Baptiste Colbert's direction from , creating royal companies for (fur trade) and the ( plantations yielding 50,000 tons annually by 1700 from alone), with state subsidies and tariffs protecting domestic industries like textiles. These efforts integrated colonies into a triangulated : American silver and financed Asian imports, enhancing naval power—France's fleet grew to 120 ships of the line by 1690—and state revenues, though inefficiencies and wars limited gains compared to Dutch efficiency. Overall, mercantilist imperialism transferred technologies like firearms and plows to colonies while extracting resources that multiplied European GDP by factors of 1.5-2 from 1500 to 1800, though at the cost of Indigenous depopulation via and , reducing American populations from 50-100 million to 5-10 million by 1650.

High Imperialism and the Scramble for Territories

High Imperialism, often termed New Imperialism, encompassed the surge in European territorial conquests from 1870 to 1914, marked by formal political control over extensive regions in Africa, Asia, and the Pacific. This period followed the relative stagnation of colonial expansion after the mid-18th century, propelled by the Second Industrial Revolution's demand for raw materials such as rubber, palm oil, and minerals, alongside outlets for surplus European capital and manufactured goods. Strategic imperatives, including naval basing and denial of territory to rivals, intertwined with nationalist competition among powers like Britain, France, Germany, and Belgium, while technological advances—steamships, breech-loading rifles, and quinine prophylaxis against malaria—facilitated penetration of interiors previously resistant to European incursion. The Scramble for Africa exemplified this dynamic, transforming European holdings from roughly 10% of the continent in 1870 to nearly 90% by 1914 through rapid annexations often disregarding indigenous polities. Initial triggers included British occupation of Egypt in 1882 for security and French advances in the , escalating into overlapping claims that prompted to convene the from November 1884 to February 1885. Attended by representatives of 14 states but excluding African voices, the conference's General Act codified rules for the and West African coasts, mandating notification of new occupations and the principle of effective occupation—requiring actual administrative presence rather than mere flags or treaties—to legitimize claims. Post-Berlin, partition accelerated: Belgium's King Leopold II secured the (later annexed as in 1908) via the , encompassing 2.3 million square kilometers through exploitative concessions yielding ivory and rubber. Britain consolidated Egypt-Sudan, (amalgamated 1914), and East African Protectorate (Kenya-Uganda), while claimed vast equatorial territories including Algeria's extension into the Sahara and modern , , and . entered late, acquiring , , (), and (), often via military suppression like the of 1904-1908. retained and under Anglo-Portuguese treaties, and seized and , though defeated at Adowa in 1896 by . Conflicts such as the (1898), where French and British forces nearly clashed on the Nile, and the Anglo-Boer Wars (1880-1881, 1899-1902) underscored rivalries, with Britain annexing to secure South African gold and diamonds. Beyond Africa, High Imperialism extended to Asia and Oceania: France completed Indochina by , Britain annexed Upper Burma in 1886, and joint Anglo-German-Spanish agreements partitioned Pacific spheres, with Germany taking and by 1899. In , unequal treaties post-Opium Wars evolved into spheres of influence, as formalized by the 1898-1900 concessions amid policy advocacy. These acquisitions, totaling over 20 million square kilometers in alone, heightened inter-European tensions, contributing to alliance systems and armaments races prelude to 1914. Empirical assessments reveal mixed economic returns—colonies supplied 5-10% of metropolitan investment by 1913—but strategic prestige and resource access, such as Britain's 40% share of global trade tied to empire, validated expansion for policymakers.

Theoretical Frameworks

Economic Interpretations

Economic interpretations of imperialism emphasize the pursuit of material gain as the primary driver, viewing territorial expansion as a mechanism for securing resources, markets, and investment opportunities to sustain domestic economic systems. In the mercantilist era from the 16th to 18th centuries, European powers acquired colonies to amass through favorable trade balances, exporting manufactured goods in exchange for raw materials while restricting colonial trade to the via and monopolies. This approach treated empires as zero-sum games where national wealth equated to accumulated precious metals, with policies like the British of 1651 enforcing exclusive use of imperial shipping to bolster merchant fleets and exclude competitors. Empirical evidence from the period shows colonies contributed modestly to metropolitan GDP—estimated at less than 5% for Britain by 1775—yet justified expansion through control over commodities like and , which generated monopoly rents exceeding free-market alternatives. In the late 19th century, liberal economist John A. Hobson advanced an thesis in his 1902 work Imperialism: A Study, arguing that imperialism arose from maldistribution of income in advanced capitalist economies, where over-saving by elites produced surplus capital unable to find profitable domestic outlets due to insufficient mass . Hobson contended that financiers and speculators lobbied for state-backed overseas ventures to export capital and secure protected markets, though data from British investments indicated imperialism yielded low returns—averaging 3-4% on tropical colonies versus 6-8% on temperate ones—suggesting it enriched elites at national expense without alleviating . This view influenced anti-imperialist critiques, positing imperialism as a deviation from rather than its extension, with Hobson's analysis drawing on British fiscal records showing colonial expenditures often outpacing revenues by factors of two to one in . Vladimir Lenin synthesized and radicalized Hobson's framework in Imperialism, the Highest Stage of Capitalism (1916), defining imperialism as monopoly capitalism's final phase characterized by finance capital's dominance, capital export over goods export, and international cartels dividing global markets. Lenin cited statistics like Britain's 1910 foreign investments totaling £3.7 billion—four times domestic capital stock—and the formation of 40-60 international cartels by as evidence of economic concentration compelling territorial grabs to safeguard returns amid falling domestic profit rates. However, empirical critiques highlight inconsistencies: pre-capitalist empires like exhibited similar expansion without monopolies, and post-1945 saw sustained capital flows without formal imperialism, undermining claims of inevitable linkage; studies of 1870-1914 European investments reveal only 10-15% directed to formal colonies, with most to independent states like yielding higher profits. These interpretations, while influential in explaining "high imperialism," overlook non-economic factors and overstate profitability, as aggregate returns from empires often lagged behind alternative investments, per analyses of balance-of-payments data.

Geopolitical and Realist Perspectives

In , realist perspectives frame imperialism as a rational for states to enhance , deter threats, and maintain relative power in an anarchic system where survival depends on self-help. Classical realists, such as , analyzed imperialism as driven by the fundamental human lust for power, identifying three primary inducements: the appetite for political power itself, the pursuit of unlimited objectives that exceed available means, and ideological motivations that rationalize expansion. Morgenthau outlined three goals—security through buffer territories, economic advantages via markets and resources, and prestige—and three methods: military conquest, economic penetration, and ideological influence, emphasizing that unchecked imperialism risks overextension and self-defeating wars, as seen in historical cases like Napoleon's campaigns. Structural realists diverge on the imperatives of expansion. Defensive realists, exemplified by , argue that imperialism is generally inefficient because conquest triggers balancing coalitions and internal strains, with states prioritizing status quo security over risky territorial gains; empirical data from post-1945 decolonization shows empires dissolving as costs—such as Vietnam for (1954) and (1962)—outweighed benefits amid nuclear deterrence reducing conquest incentives. In contrast, John Mearsheimer's posits that great powers inherently seek to maximize security, viewing imperialism as a tool for eliminating rival threats through forward positioning, though constrained by geography and logistics; for instance, the U.S. post-1898 expansions into the secured Pacific flanks against potential European or Asian rivals, aligning with bids for unchallenged dominance. Geopolitical realism complements these views by stressing control over tangible spaces for . Alfred Thayer Mahan's 1890 treatise The Influence of Sea Power Upon History argued that naval supremacy and coaling stations enabled imperial reach, influencing Britain's maintenance of (captured 1713) and (1819) to safeguard trade routes comprising 25% of global shipping by 1900. Similarly, Halford Mackinder's 1904 Heartland theory warned that Eurasian continental dominance could control world islands, prompting imperial responses like Russia's 19th-century advances into for buffers against Britain, amassing 5.5 million square miles by 1914. Realists like Stephen Krasner counter accusations that their framework endorses imperialism, noting it prescribes restraint—evident in U.S. realist advice against Vietnam escalation (1965–1973)—as power maximization favors alliances over when feasible. These perspectives prioritize causal factors like relative capabilities and threat perceptions over ideological or moral justifications, with historical patterns substantiating that imperial declines, such as Britain's post-1945, stemmed from unsustainable overcommitments rather than normative shifts alone.

Cultural, Ideological, and Psychological Dimensions

Imperialism's ideological foundations rested on notions of a , positing that European powers held a duty to uplift "inferior" societies through , , and . This rationale, prominent in the , drew from Enlightenment ideas of progress intertwined with , framing expansion as an evolutionary imperative to disseminate superior cultural and technological advancements. Rudyard Kipling's 1899 poem "The White Man's Burden" encapsulated this ethos, urging Western nations to shoulder the "burden" of guiding reluctant "savage" peoples toward civilization, despite ingratitude and hardship. Such ideologies masked underlying motives of power consolidation but also aligned with tangible efforts like missionary activities, which established schools and hospitals across colonies. Empirical evidence indicates these initiatives raised rates; for instance, in British India, mission schools contributed to a tripling of from 1881 to 1947, fostering administrative elites who later led movements. Critics, however, contend that this "civilizing" narrative justified cultural erasure, as European languages and curricula supplanted , evident in the suppression of local dialects in African colonies under French assimilation policies. Yet, post-colonial persistence of in and underscores enduring cultural transfers that facilitated global integration, countering claims of wholesale imposition without adaptation. Psychologically, imperialism appealed to elites through a sense of racial and cultural superiority, reinforced by pseudo-scientific theories ranking civilizations hierarchically, which motivated adventurers and administrators seeking validation of national prowess. This mindset fostered a "colonial " among rulers, characterized by and detachment, as analyzed in studies of British where administrators viewed governance as a burdensome yet ennobling duty. For the colonized, prolonged subjugation engendered internalized inferiority, though resistance movements, such as India's Swadeshi campaign of , demonstrated and cultural revival as countermeasures. Balanced assessments reveal that while exploitative, imperial encounters spurred hybrid identities, as seen in creolized cultures of the , blending European and African elements into resilient social fabrics.

Justifications and Empirical Benefits

Strategic and Security Rationales

Imperial powers historically pursued expansion to secure borders, deny strategic territories to rivals, and establish defensible frontiers, often framing these actions as essential for national survival amid great-power competition. In , conquests beyond the created buffer zones against barbarian threats; Julius Caesar's campaigns in from 58 to 50 BCE incorporated the region to fortify the as a , preventing Germanic migrations that could destabilize core provinces and enabling redeployments for internal security. Similarly, the annexation of client kingdoms in the under around 30 BCE established the as a forward defense line against Parthian incursions, with fortified limes systems integrating local auxiliaries to extend Roman deterrence without overextending legions. Maritime empires emphasized control of chokepoints and naval bases to protect trade arteries and expeditionary capabilities. Britain's seizure of in 1704, formalized by the Treaty of Utrecht in 1713, secured the Mediterranean's western gateway, allowing dominance over sea lanes to and while denying French or Spanish fleets unchallenged access; this position facilitated the Royal Navy's projection of power, as evidenced by its role in containing Napoleonic threats in 1805. The 1882 occupation of stemmed directly from vulnerabilities exposed during the 1881-1882 Arabi Revolt, which threatened the —opened in 1869 and partially owned by Britain since 1875—vital for slashing troop transit from six months around the Cape to about one month, thereby countering Russian advances in during the rivalry from 1830 to 1907. Such rationales extended to continental powers, where geographic buffers mitigated invasion risks. Russia's 19th-century push into , annexing khanates like by 1868, aimed to preempt British encirclement from while creating steppe cordons against nomadic raiders, enhancing St. Petersburg's defensive depth amid Ottoman and Persian instabilities. Empirical outcomes supported these imperatives: British retention of until 1956 enabled rapid reinforcements during , sustaining campaigns in and against Ottoman forces, while Roman provincial integrations correlated with two centuries of relative internal peace under the from 27 BCE to 180 CE, underscoring how forward positioning reduced homeland vulnerabilities. These security gains, however, often intertwined with economic motives, though primary archival rationales from imperial policymakers prioritized geopolitical containment over extraction alone.

Civilizational and Moral Imperatives

European imperial powers in the 19th and early 20th centuries frequently justified territorial expansion through the concept of a civilizing mission, portraying imperialism as a moral obligation to elevate non-European societies from perceived barbarism to modernity. This rationale, encapsulated in Rudyard Kipling's 1899 poem "The White Man's Burden," urged Western nations to shoulder the selfless duty of guiding "new-caught, sullen peoples" toward enlightenment, despite ingratitude and hardship, influencing debates on U.S. annexation of the Philippines following the Spanish-American War. Theodore Roosevelt expressed similar support for imperialism in his April 1899 speech "The Strenuous Life," advocating vigorous national action, including expansion abroad, as essential to avoid decline and fulfill moral duties of strength and leadership. Similarly, France's mission civilisatrice under the Third Republic framed colonial rule as an extension of republican universalism, aiming to assimilate subjects through French language, law, and culture while reconciling imperial difference with Enlightenment ideals. Proponents argued that imperialism fulfilled ethical imperatives by disseminating , rational governance, and economic progress, often summarized as the "three Cs" of , , and . Missionaries and administrators viewed non-Christian practices as heathenism warranting intervention, while promised mutual prosperity through resource development and , as seen in the post-1807 shift from slave trading to resource extraction in . In practice, colonial administrations suppressed local tyrannies, abolished , and established systems, with voluntary participation—such as millions attending colonial schools and hospitals—indicating perceived legitimacy among subjects. Empirical outcomes supported claims of civilizational advancement in several domains. Under Portuguese rule in , rice production quadrupled and life expectancy increased by 0.73 years annually, outpacing post-independence gains of 0.3 years. Across African colonies, colonial periods saw rises in stature, , , and from low baselines, alongside institutional reforms like modern armies and that stabilized anarchic regions. These developments, including expanded female rights and , underscored imperialism's role in enhancing human welfare, countering narratives that overlook such legacies in favor of post-colonial failures.

Economic Development and Institutional Transfers

Imperial powers during the era of high imperialism transferred various institutions to their colonies, including legal frameworks, property rights regimes, and administrative bureaucracies, which in many cases laid foundations for long-term economic development by promoting rule of law, contract enforcement, and market-oriented governance. Empirical analysis indicates that these institutional legacies explain a substantial portion—up to 75%—of the cross-country variation in per capita income as of the late 20th century, with colonies receiving "inclusive" institutions (those protecting property rights and limiting executive power) exhibiting higher growth trajectories compared to those under extractive systems focused on resource plunder. For instance, European settler mortality rates during the colonial period served as an instrument for institutional quality: low-mortality environments, such as in Australia and New Zealand, prompted the export of robust property rights and judicial independence from Britain, correlating with GDP per capita exceeding $30,000 by 1995, versus under $1,000 in high-mortality extractive cases like much of sub-Saharan Africa. In the , the transplantation of systems provided superior investor protections and adaptability to local conditions, fostering entrepreneurship and financial intermediation that accelerated industrialization in colonies like and . Districts in under direct British administration from 1858 to 1947, benefiting from centralized revenue collection and legal uniformity, registered 0.5–1% higher annual growth in economic activity (measured via satellite night lights from 1992–2013) than indirectly ruled princely states, attributable to enduring effects of impartial and titling. Similarly, 's adoption of British commercial codes and an independent judiciary post-1842 enabled it to evolve from a into a global financial hub, with real GDP rising from approximately $400 in 1960 to over $25,000 by 1997, driven by secure enforcement that attracted foreign exceeding 30% of GDP annually in the . French and other continental European empires, by contrast, often imposed civil law codes emphasizing state hierarchy over individual rights, yielding mixed developmental outcomes; while saw some infrastructural gains under French rule from 1830, its post-independence GDP growth lagged behind British-influenced North African territories due to weaker property protections. Higher salaries for colonial governors in well-resourced administrations, as in parts of the after 1900, correlated with institutionalized anti-corruption measures and land reforms that boosted by 20–30% in affected regions, demonstrating how administrative transfers could mitigate and enhance accumulation. These institutional effects persisted beyond , with former colonies inheriting English legal origins outperforming French or Spanish counterparts in financial depth and provision, as measured by ratios to GDP in the World Bank's 2000s datasets. Critics of these transfers, often drawing from , argue they primarily served metropolitan interests, yet econometric evidence underscores causal links to development where institutions curbed and enabled broad-based investment; for example, reversion experiments replacing actual institutions with settler-mortality predictions confirm that institutional quality alone accounts for over 4-fold differences in income levels across ex-colonies. In summary, while not uniform, the empirical record supports that imperialism's institutional endowments—particularly those emphasizing checks on power and economic freedoms—have been a key driver of differential post-colonial prosperity, outweighing initial extraction in longevity and scope.

Health, Technology, and Infrastructure Advancements

Imperial powers constructed extensive transportation and communication infrastructures in their colonies, which enhanced connectivity and economic activity. In British India, the railway system expanded from its inception in 1853 to over 41,000 miles by 1947, enabling efficient movement of goods, troops, and people while integrating remote regions into national markets. Similarly, irrigation projects such as the Upper Ganges Canal, completed in 1854, irrigated approximately 1.5 million acres of farmland, boosting agricultural productivity and mitigating drought impacts in northern India. In Africa, European colonizers developed road networks and ports; for instance, the Belgian administration in the Congo constructed over 80,000 miles of roads by the mid-20th century, facilitating resource extraction but also internal trade and access to markets. Technological transfers included the adoption of steam-powered machinery, , and modern practices. The British introduced the telegraph in in 1851, creating a network spanning 250,000 miles by 1900 that revolutionized administrative control and information flow across the subcontinent. In , colonial engineers implemented hydraulic technologies for urban water supply and sanitation systems in cities like , drawing from metropolitan expertise to address tropical diseases. These innovations often prioritized imperial , yet they laid foundations for enduring technical capabilities, such as standardized rail gauges and electrical grids in settler colonies like , where French investment in hydroelectric dams by the 1930s powered industrial growth. Health advancements stemmed from the importation of Western medical practices, including programs and institutional healthcare. British authorities initiated smallpox in as early as 1802, conducting mass campaigns that reduced incidence in urban areas and contributed to broader disease control efforts across and under colonial oversight. In regions of direct British rule in , health outcomes improved notably, with studies showing lower and higher in directly administered districts compared to princely states, particularly benefiting non-tribal populations by the early . Colonial saw similar gains; in the , initiatives by independence in 1960 had elevated average and reduced morbidity from endemic diseases through hospital construction and sanitary reforms, despite uneven coverage. Empirical analyses indicate that higher European settler presence in colonies correlated with sustained increases in and declines in and rates, attributable to imported epidemiological and like stations. In , began rising during and 1940s under colonial administrations, driven by anti-malarial campaigns and nutritional interventions.

Criticisms, Exploitation, and Human Costs

Economic Drain and Resource Extraction Narratives

Critics of imperialism have long advanced narratives portraying colonial rule as a mechanism of systematic economic drain, whereby wealth generated in colonies was siphoned to metropolitan centers without commensurate reinvestment, thereby stunting indigenous development. Dadabhai Naoroji, in his 1901 work Poverty and Un-British Rule in India, formalized the "drain theory" by estimating that Britain extracted £20–30 million annually from India during the late 19th century—roughly one-third of India's revenue—through unrequited exports, home charges for British administration (including interest on loans and military pensions), and private remittances by European officials and traders. Naoroji supported these figures with trade balance data and budget analyses, arguing that the absence of equivalent imports or productive spending in India perpetuated poverty and famine vulnerability, as evidenced by per capita income stagnation amid Britain's industrial gains. These drain claims extended to broader resource extraction models, where colonies functioned as peripheral suppliers of primary commodities—such as Indian cotton, African minerals, and Latin American —to imperial industries, often enforced via monopolistic trade policies and coerced labor. In British , critics like in Economic History of India (1902) documented , with India's global textile manufacturing share plummeting from 25% in 1750 to under 2% by 1900, attributed to discriminatory tariffs favoring imports while raw exports flowed out cheaply. In Africa, narratives highlight extractive excesses like the Congo Free State's rubber regime under Leopold II (1885–1908), where forced labor quotas yielded an estimated 10 million tons of rubber and , generating personal profits equivalent to $1.1 billion in 2020 dollars for , yet leaving local economies devoid of infrastructure or diversification. Dependency theorists, building on these accounts, posited that such imbalances created enduring "unequal exchange," locking peripheries into by suppressing local and technological transfer. Empirical scrutiny of these narratives reveals methodological limitations and contextual oversights, particularly in attributing to drain amid pre-existing and post-colonial policy failures. Naoroji's estimates, while grounded in official records, conflated fiscal transfers with net economic flows, ignoring British capital inflows for railways (over 67,000 km by 1947) and that boosted agricultural output by 20–30% in and elsewhere, potentially yielding returns exceeding repatriated profits. Quantitative studies estimate the Indian drain at 1–2% of British GDP annually pre-1914, insufficient to explain Britain's growth, which derived primarily from domestic innovation and trade with non-colonial partners; moreover, India's GDP grew modestly at 0.5% yearly under British rule, contrasting sharper declines in Mughal-era fragmentation. In , while extractive correlated with localized inequality—e.g., enclaves showing 10–15% lower development legacies—cross-national regressions indicate institutions and as stronger predictors of post-independence underperformance than extraction volume alone. Proponents' works, often from nationalist or Marxist perspectives, exhibit by emphasizing outflows while downplaying market access benefits, such as India's export tripling from 1870–1913, which integrated it into global commerce despite unequal terms.
Key Drain Components (British India, ca. 1870–1900)Estimated Annual Value (£ million)Proportion of India's Revenue (%)
Home Charges (admin, )10–1510–15
Pensions and Remittances5–105–10
Unrequited Exports5–105–10
Total Drain20–30~33
This table, derived from Naoroji's calculations, illustrates the narrative's focus on non-productive outflows, though critics contend reinvestments in public goods mitigated absolute net losses. Overall, while extraction undeniably occurred, evidence suggests drain narratives overstate unidirectional , as imperial systems also diffused productivity-enhancing practices, with underdevelopment roots traceable to endogenous factors like ethnic fractionalization and failures amplified, rather than solely created, by .

Violence, Resistance, and Atrocities

Imperial conquests frequently involved systematic violence to subdue populations and secure control, including mass killings, forced labor, and scorched-earth tactics that resulted in high civilian casualties. In the Free State, ruled personally by King Leopold II from 1885 to 1908, the enforcement of rubber quotas through the Force Publique led to widespread mutilations, village burnings, and executions, with estimates of the excess death toll ranging from 1 to 13 million due to brutality, , and exacerbated by exploitation. These atrocities, documented by missionaries and consular reports, prompted international outrage and the transfer of the territory to Belgian state control in 1908, though forced labor persisted. German colonial forces in (modern ) perpetrated the between 1904 and 1908, responding to uprisings against land expropriation and cattle seizures. General Lothar von Trotha's extermination order drove Herero survivors into the Omaheke desert, where thousands perished from thirst, while concentration camps imposed forced labor and medical experiments, killing approximately 50,000 to 100,000 Herero (80% of the ) and 10,000 Nama (50%). This campaign, involving scorched-earth policies and systematic starvation, represented an early 20th-century instance of intentional reduction, later influencing Nazi ideologies. In British India, the 1857 rebellion saw mutual atrocities: sepoy mutineers massacred around 200 British women and children at Cawnpore in June 1857, prompting reprisals where British forces executed thousands by summary hanging, artillery firing through mouths, and village razings, contributing to an overall Indian death toll exceeding 100,000 combatants and civilians. The on April 13, 1919, in , involved British troops under Brigadier-General firing without warning on an unarmed crowd protesting the , killing at least 379 and wounding over 1,200 by official counts, though Indian estimates reached 1,000 dead. This event, justified by Dyer as a deterrent to , galvanized non-violent and militant resistance alike. During the Second Boer War (1899–1902), British forces interned approximately 154,000 Boer civilians in concentration camps, where poor sanitation and inadequate rations led to 27,927 deaths, predominantly women and children from and typhoid, alongside 14,000 to 20,000 black African internees perishing under similar conditions. These camps, intended to isolate guerrillas, highlighted the logistical failures and indifference that amplified mortality beyond combat losses. In the French conquest of Algeria from 1830 to 1847, General Thomas Bugeaud's "enfumades" tactic—smoking out resisters in caves—and razzia raids destroyed harvests and livestock, resulting in hundreds of thousands of deaths from violence, starvation, and displacement, with contemporary observers estimating up to 825,000 Algerian fatalities in this phase alone. Resistance to imperialism often entailed violent uprisings, as in the Herero revolt of 1904, where initial Herero attacks killed over 100 German settlers, provoking the genocidal response, or the Algerian resistance under , whose from 1832 to 1847 inflicted casualties on French troops while facing tactics. Such rebellions, rooted in opposition to land loss and cultural imposition, frequently escalated into cycles of reprisal, with imperial powers leveraging superior firepower to crush them, as evidenced by the suppression of the in (1905–1907), where 75,000 to 300,000 Africans died from military action and induced famine. These patterns underscore how imperial violence, while enabling territorial control, bred enduring grievances and asymmetric conflicts.

Ideological Critiques from Marxist and Nationalist Views

Marxist ideology posits imperialism as the monopoly stage of capitalism, wherein advanced economies export excess capital to underdeveloped regions to avert domestic crises of overproduction and falling profits. Vladimir Lenin articulated this in Imperialism, the Highest Stage of Capitalism (1917), identifying five essential features: (1) concentration of production and capital forming monopolies that dominate economic life; (2) merger of bank and industrial capital into finance capital dominating industry; (3) export of capital surpassing export of commodities as a hallmark of this phase; (4) international monopolist capitalist associations partitioning the world market; and (5) completion of territorial division among the largest capitalist powers. Lenin contended that imperialism extracts superprofits from colonies, enabling monopolies to bribe a "labor aristocracy" in imperial centers—corrupting proletarian solidarity and staving off revolution—while engendering parasitism, stagnation, and inter-imperialist rivalries culminating in global conflict, as evidenced by the First World War. This framework rejected reformist visions like Karl Kautsky's "," which foresaw peaceful cartelization among powers, insisting instead that monopolies inherently generate contradictions and antagonism rather than . Lenin viewed imperialism not as a policy choice but as capitalism's terminal phase, accelerating its collapse by globalizing exploitation yet unifying oppressed nations and workers against it, thereby hastening socialist transition. Subsequent Marxist thinkers, such as those developing in the mid-20th century, built on this by arguing that imperialism structurally underdevelops peripheries—locking them into raw material export and import dependency—to subsidize core accumulation, perpetuating global inequality as a systemic imperative rather than aberration. Nationalist ideologies critique imperialism as a profound violation of sovereign , imposing alien rule that fragments ethnic homelands, erodes , and subordinates national economies to foreign extraction. Anti-colonial nationalists emphasized that empires redraw boundaries to serve metropolitan interests, suppressing indigenous governance traditions and fostering dependency that hampers authentic . For instance, , in Hind Swaraj (1909), denounced British imperialism as an extension of Western modernity's moral bankruptcy, arguing it disrupted India's village-based self-rule () with centralized, violent institutions that prioritized material progress over ethical and communal harmony, rendering subjects passive and spiritually degraded. Similarly, , Ghana's first prime minister, extended nationalist opposition to post-colonial "neo-imperialism" in Neo-Colonialism: The Last Stage of Imperialism (), portraying aid, investments, and multinational corporations as mechanisms granting formal while retaining economic strangulation—evident in how foreign firms controlled key sectors like and , dictating via debt and market leverage. Nkrumah warned that such dynamics prevent true , as national elites often collude with external powers, betraying the populace's will for self-reliant development. These views frame imperialism as antithetical to nationalism's core tenet of popular rule within historically coherent polities, advocating resistance to reclaim agency from imposed hierarchies.

Imperialism by Major Powers and Regions

European Imperial Empires

European imperialism originated with and during the Age of Discovery, spanning roughly from 1450 to 1750, driven by advances in navigation and the pursuit of trade routes to Asia and sources of gold and spices. began its expansion in 1415 by capturing the North African port of , establishing a foothold that facilitated further voyages along the African coast, reaching the in 1488 under and rounding it to establish direct sea links to by 1498 via . , inspired by these efforts, sponsored Christopher Columbus's 1492 voyage, which led to the European discovery of the and subsequent conquests including the by in 1521 and the by in 1533, resulting in vast territories in the enriched by silver from mines like , which produced an estimated 40,000 tons between 1545 and 1800. The 17th century saw the rise of the as a colonial power through the (VOC), chartered in 1602, which established monopolies on in , capturing in 1619 and controlling key ports, while the focused on the Atlantic slave trade and sugar plantations in and the , briefly seizing Portuguese holdings like from 1630 to 1654. Meanwhile, Britain and entered the fray, with Britain gaining footholds in via Jamestown in 1607 and through the founded in 1600, which by the mid-18th century controlled after the in 1757. established colonies in from 1608 and , but lost most after the Seven Years' War (1756–1763), retaining islands and later focusing on and . The 19th century marked the peak of European imperialism, particularly during the "" from 1880 to 1914, where Britain, , , , , and divided the continent, reducing independent African polities from over 10,000 in 1870 to fewer than 10 by 1914. The reached its zenith in 1921, encompassing 35.5 million square kilometers—about 24% of the world's land surface—and governing 412 million people, or 23% of the global , including dominions like , , , and mandates in the post-World War I. rebuilt its second after 1850, conquering from 1830 onward, establishing protectorates in (1881) and (1912), and expanding in West and , Indochina, and , achieving 12 million square kilometers and 65 million subjects by 1931. Later entrants included , which acquired territories in (Togo, , , ) and the Pacific from 1884, totaling about 2.6 million square kilometers by 1914, often through aggressive diplomacy and military force like the Herero and Namaqua in 1904–1908. Belgium's Leopold II personally controlled the from 1885 to 1908, exploiting rubber and ivory through forced labor that caused an estimated 10 million deaths, before it became the . entered late, colonizing (1882) and , invading in 1911, and briefly conquering in 1936 after the Adwa defeat in 1896. These empires facilitated resource extraction, such as British cotton from and French phosphates from , but faced resistance, including the and the in (1905–1907), culminating in gradual decolonization after .

Asian and Middle Eastern Empires

The Achaemenid Persian Empire, established around 550 BCE under , represented one of the earliest large-scale imperial structures in the , extending from the and in the west to the Indus Valley in the east by the reign of Darius I (522–486 BCE). This empire, covering approximately 5.5 million square kilometers at its peak, administered diverse satrapies through a system of provincial governors who maintained local customs while collecting tribute and ensuring loyalty to the Persian king, fostering relative stability across multicultural territories. In , the under (r. 1206–1227) and his successors achieved unprecedented territorial expansion in the 13th century, conquering from the Pacific to the and forming the largest contiguous land empire in history, spanning about 24 million square kilometers. Mongol forces subdued the Jin dynasty in northern by 1234, the Khwarezmian Empire in Central Asia by 1221, and parts of , employing mobile cavalry tactics and psychological warfare that facilitated rapid conquests. The empire's secured trade routes like the , promoting exchanges of technologies such as and , alongside administrative innovations like the Yam postal system, which enhanced communication across vast distances despite the initial devastation of conquered regions. The , emerging in around 1299, exemplified sustained ern imperialism through military conquests that peaked in the 16th and 17th centuries under sultans like and . Key victories included the capture of in 1453, ending the , and expansions into the , , and the , controlling territories across three continents by 1683. Ottoman administration relied on the system for elite troops and the millet framework for religious communities, allowing semi-autonomous governance that integrated conquered populations while extracting taxes and maintaining military readiness through land grants to soldiers. In , the , founded by in 1526 after his victory at , consolidated control over much of the by the mid-17th century under (r. 1556–1605) and (r. 1658–1707), incorporating diverse regions through alliances, military campaigns, and centralized revenue systems like the zabt assessment. Mughal rule imposed Persianate administration and architecture, such as the , while extracting substantial agrarian surpluses that funded imperial armies, though internal revolts and European incursions contributed to its fragmentation by the . East Asian imperialism manifested prominently in the (1644–1912), which expanded Manchu rule over Ming territories and beyond, incorporating by 1691, in 1720, and after defeating the Dzungars in 1757–1759, tripling the empire's size to over 13 million square kilometers. Qing strategic policies emphasized Inner Asian frontiers, employing banner armies for conquest and garrisons for control, while promoting Han settlement and in peripheral regions to secure resource flows and buffer against nomadic threats. In the , from the late onward mirrored Western imperialism, beginning with the Sino-Japanese War victory in 1895 that annexed and the Pescadores, followed by Korea's in 1910 and the establishment of in 1932 after invading . By 1941–1942, Japanese forces occupied , including the , , and Malaya, driven by resource needs and pan-Asian ideology, but overextension led to defeats culminating in 1945 surrender, after which imperial territories were relinquished.

American Imperialism

American imperialism emerged prominently in the late 19th century, building on earlier doctrines like the of 1823, which warned European powers against new colonization or interference in the , effectively establishing U.S. in the . The Spanish-American War of 1898 resulted in U.S. victory over Spain, leading to the acquisition of , , and the through the Treaty of Paris on December 10, 1898, with Spain ceding the for $20 million. These territories expanded U.S. overseas possessions, justified by proponents as advancing civilization and markets but involving suppression of local independence movements, such as the Philippine-American War from 1899 to 1902. In the early , the conducted repeated military interventions in under the to the , which asserted U.S. rights to intervene to stabilize regional governments. U.S. Marines occupied from 1912 to 1933, from 1915 to 1934, and the from 1916 to 1924, primarily to safeguard economic interests like fruit company operations and prevent European involvement. These actions, part of the broader spanning 1898 to 1934, installed puppet regimes and suppressed revolts, with empirical records showing over 20 such interventions by mid-century to counter perceived instability or leftist threats.

Russian Imperialism

Russian imperialism characterized the empire's centuries-long territorial expansion, beginning with the conquest of by Muscovy in 1581, when Cossack leader defeated the in 1582, initiating a drive eastward fueled by profits and strategic depth. By the late , Russian forces had subdued Indigenous tribes across through fortified outposts and tribute extraction, incorporating an area spanning over 13 million square kilometers by 1700. In the , expansion accelerated in the 18th and 19th centuries; Russian troops entered Tiflis in 1799, and the Kingdom of Kartli-Kakheti was annexed in 1801 after the 1783 placed it under Russian protection, leading to full incorporation and resistance like the 1804 uprisings. Following the Bolshevik Revolution and Russian Civil War, the Bolsheviks recaptured much of the territory of the former Russian Empire, excluding Finland, the Baltic states, Poland, and Romania, due in part to the strength of national independence movements, which compelled them to establish the Soviet Union as a nominal federation of republics. Under the , imperialism continued through ideological and military means, including annexing Estonia, Latvia, and Lithuania, parts of Czechoslovakia (Carpathian Ruthenia), Germany (northern East Prussia), Poland (Kresy), and Romania (Bessarabia and northern Bukovina), with post-World War II control over established between 1945 and 1948 via occupation and coerced communist takeovers in , , , , , and , creating a against Western influence. This sphere, enforced by the in 1955, involved purges and economic integration into the Council for Mutual Economic Assistance, suppressing national sovereignty until the late 1980s. The 1979 invasion of , deploying over 100,000 troops to prop up a Marxist regime, exemplified late Soviet , resulting in a decade-long occupation that killed an estimated 1 million Afghans and contributed to the USSR's collapse.

African and Other Non-Western Examples

Pre-colonial African polities frequently engaged in territorial expansion through military conquest, subjugation of neighboring groups, and extraction of tribute, mirroring imperial dynamics observed elsewhere but adapted to local ecological and social contexts. Empires in the Sahel region, such as Ghana (c. 300–1100 CE), Mali (c. 1230–1600 CE), and Songhai (c. 1460–1591 CE), relied on cavalry forces and control of trans-Saharan trade routes in gold, salt, and slaves to dominate vast areas, often incorporating conquered peoples as tributaries or vassals while maintaining centralized authority under divine kingship. These expansions involved systematic warfare to secure resources and labor, with Mali's forces under Sundiata Keita defeating the Sosso kingdom in 1235 at the Battle of Kirina, establishing hegemony over diverse ethnic groups from the upper Niger River to the Atlantic coast. The Mali Empire reached its zenith under (r. 1312–1337 CE), who commanded an army exceeding 100,000 troops, including infantry and cavalry, enabling campaigns that extended influence into the valley and forest regions, where local rulers paid in goods and . Musa's expansions consolidated control over trade networks, funding architectural projects like the in , but also involved coercive integration of non-Mandinka populations, fostering a multi-ethnic state sustained by taxation and labor. Successor states like Songhai, under (r. 1493–1528 CE), further imperialized through conquests eastward into Hausa territories and westward against Mossi kingdoms, incorporating tributary lands that spanned over 1,000 miles and enforced Islamic administrative reforms alongside military garrisons to extract agricultural surpluses and slaves./01:_Connections_Across_Continents_15001800/03:_Early_Modern_Africa_and_the_Wider_World/3.03:_The_Songhai_Empire) By the early 16th century, Songhai's army, bolstered by riverine fleets on the , had subdued resistant polities, exemplifying how imperial growth in West Africa hinged on monopolizing commerce and deploying professional forces against fragmented rivals. In , the under (r. 1816–1828 CE) exemplified rapid imperial consolidation via innovative , including the iklwa short and encircling "buffalo horns" formations, which enabled conquests absorbing over 250 chiefdoms and displacing populations in the upheavals, affecting up to 2 million people through warfare and migration. 's regime centralized power by regimenting age-grade warriors into standing armies of tens of thousands, extracting cattle tribute—a key measure of wealth—from subjugated clans, while executing resistors to enforce loyalty, thereby transforming a small chieftaincy into an empire controlling southeastern Africa's highlands by 1828. Similarly, the Kingdom of (c. 1100–1450 CE) exerted imperial influence through economic dominance rather than overt conquest, with elites controlling gold and ivory trade routes to the , compelling tributary payments from interior Shona groups via fortified stone enclosures that symbolized hierarchical authority over an estimated 10,000–18,000 subjects. East African examples include the Aksumite Empire (c. 100–940 CE), which projected power across the , conquering parts of in the 3rd century CE under King Ezana to secure incense trade monopolies, and minting its own coinage to facilitate extraction from Nubian and Arabian vassals. The later , under emperors like (r. 1889–1913 CE), pursued expansionist campaigns incorporating Oromo, Sidama, and Somali territories through battles such as the 1880s conquests of and Wallo, integrating diverse ethnicities via feudal land grants (gult system) while suppressing revolts to extend central Amhara rule over highland peripheries. These African instances demonstrate imperialism's universal patterns—conquest for resource control, administrative centralization, and cultural imposition—predating European arrivals, though often on smaller scales due to technological and demographic constraints like limiting cavalry in tsetse zones. Non-Western examples beyond , such as the Inca Empire's Andean conquests (c. 1438–1533 CE) via road networks and labor drafts subjugating millions, or the Maori intertribal wars in 19th-century leading to territorial amalgamations, further illustrate indigenous imperial formations independent of European models.

Modern and Neo-Imperialism

Economic and Soft Power Forms

Economic manifestations of neo-imperialism in the rely on financial leverage, investment dependencies, and institutional conditionalities to shape policy outcomes in target states without overt territorial annexation. The U.S. dollar's status as the world's dominant exemplifies this, comprising 58.4% of global allocated reserves as of Q2 , which permits the to sustain chronic current account deficits funded by foreign holdings of U.S. Treasuries while wielding sanctions as a tool of . This system, formalized post-Bretton Woods in 1971 through agreements with in 1974, effectively exports U.S. inflationary pressures abroad and disrupts adversaries' trade, as evidenced by the 2022 exclusions targeting Russian banks that halved Moscow's export revenues. Economists like Michael Hudson have termed this "super-imperialism," positing it extracts tribute via and deficit financing, though such interpretations, rooted in heterodox critiques, overlook the dollar's role in stabilizing international transactions amid alternatives' instability. Multilateral bodies such as the International Monetary Fund (IMF) advance similar dynamics through structural adjustment programs (SAPs), which since the 1980s have tied bailout loans to mandates for fiscal austerity, privatization, and market liberalization in debtor nations. In sub-Saharan Africa, SAP implementation correlated with a 1.5% annual GDP growth decline from 1980-1990 compared to pre-crisis trends, alongside rising external debt from $60 billion in 1980 to $250 billion by 1990, fostering dependencies that prioritized creditor repayments over domestic investment. Detractors, often from dependency theory traditions, view these as perpetuating Northern capital's extraction, yet empirical reviews indicate mixed outcomes, with some privatizations yielding efficiency gains while austerity exacerbated inequality via reduced social spending. China's (BRI), initiated in 2013, represents a state-orchestrated variant, channeling over $1 trillion in loans and investments to 150+ countries by 2023, primarily for . This has elevated debt vulnerabilities, with 80% of Chinese government loans to developing economies directed toward nations now classified in debt distress or at high risk per World Bank metrics, exemplified by Sri Lanka's 2017 handover of a on Port—a $1.5 billion BRI project—amid default on $8 billion total Chinese obligations within broader $50 billion foreign debt. While accusations of engineered "debt-trap " persist, analyses reveal no consistent pattern of predatory asset seizures beyond negotiated commercial terms, attributing concessions more to borrowers' fiscal mismanagement than lender malice, though strategic ports and mines have enhanced Beijing's geopolitical leverage in cases like Pakistan's and Zambia's copper assets. Soft power dimensions complement these economic levers by cultivating voluntary alignment through cultural attraction, education, and media dissemination, as conceptualized by in 1990 to denote co-optive influence over command structures. U.S. cultural exports, including Hollywood productions that captured 70% of global revenue outside the U.S. in 2019 ($33 billion), propagate individualistic values and democratic ideals, correlating with favorable public opinion shifts; surveys from 2002-2020 show American cultural affinity underpinning alliances in and despite policy disputes. This diffusion, however, draws charges of for homogenizing tastes—fast-food chains like operating 39,000 outlets in 120 countries by 2023 erode local cuisines—though consumer demand drives adoption, not imposition, per . China deploys analogous tools via Institutes, peaking at 550 worldwide by 2019 before closures amid scrutiny, funding language programs that boosted Mandarin learners to 10 million globally while embedding narratives aligned with the , occasionally censoring topics like or in host universities. In , Beijing's scholarships for 50,000+ students annually since 2018 build elite networks predisposed to Sino-centric views, with indices ranking China's influence rising from 30th in 2015 to 25th in 2023 amid BRI synergies. Such efforts yield causal influence, as econometric studies link cultural exposure to policy concessions, yet their efficacy hinges on perceived authenticity versus , with Western media biases often amplifying threats while understating domestic pushback.

Military Interventions and Territorial Ambitions

In the post-Cold War era, military interventions by major powers have often pursued territorial control, , or to extend influence, echoing imperial dynamics through the establishment of bases, annexations, or enforced spheres of interest. The conducted in starting October 7, 2001, following the 9/11 attacks, which evolved into a prolonged occupation involving and the maintenance of military bases until the withdrawal in August 2021, with some analysts viewing the extended presence as securing Central Asian influence amid resource interests. Similarly, the on March 20, justified initially by claims of weapons of mass destruction, resulted in the toppling of and the installation of a pro-Western government, alongside U.S. control over key oil fields, though subsequent inquiries found no active WMD programs, fueling debates on underlying motives for . Russia's involvement in illustrates territorial ambitions through proxy control in the breakaway region of . During the 1990–1992 Transnistria War, elements of the Russian 14th Army supported Transnistrian separatists against Moldovan forces, contributing to the establishment of a pro-Russian de facto regime. Despite written commitments to withdraw, such as the pledge at the 1999 OSCE Istanbul Summit to complete withdrawal by 2002, Russia has maintained approximately 1,500 troops there, regarded as an illegal presence by Moldova and international resolutions. Russia has also utilized energy-related economic warfare, including natural gas cutoffs to Transnistria in 2025, and interfered in Moldovan elections through cyberattacks and support for opposition groups to preserve influence. Russia's actions against neighbouring states exemplify direct territorial ambitions, as seen in the intervention in Georgia, where Russian forces occupied and after clashes on August 7-8, leading to de facto recognition of these regions as independent under Russian protection, effectively partitioning Georgian territory to buffer against expansion. This pattern intensified with the 2014 annexation of following a on March 16 amid unrest in , where Russian troops without insignia seized key sites, enabling to secure the base in and access to strategic waterways, a move condemned internationally but defended by Russia as historical rectification. The 2022 full-scale invasion of on February 24, involving the occupation of approximately 20% of Ukrainian territory by 2025, including further advances within parts of the Donetsk, Kharkiv, Kherson, Luhansk, and Zaporizhzhia oblasts, has been framed by Russian leadership as and protection of Russian speakers, yet empirical analysis indicates aims to prevent Western alignment and reclaim influence over former Soviet spaces. Further abroad, Russia's 2015 military intervention in Syria, commencing with airstrikes on September 30 to bolster the Bashar al-Assad regime against rebels, secured expanded naval basing at Tartus and air operations from Khmeimim, establishing Mediterranean footholds for power projection and countering Western influence without formal annexation. However, following the fall of the Assad regime in December 2024, Russia withdrew from the Tartus naval base by early 2025, while seeking to retain access to the Khmeimim air base for continued influence. In Africa, since 2017, Russia has employed the Wagner Group (rebranded as Africa Corps) to provide mercenary security to regimes in the Central African Republic, Mali, and Sudan, securing mining concessions for gold and diamonds alongside training and basing privileges, thereby extending resource-driven influence through proxy dependencies. China's territorial assertions in the , encompassing over 80% of the area via the claim formalized in 2009, have involved militarizing artificial islands since 2013, including the deployment of missiles, runways, and naval assets on features like in the , transforming disputed reefs into forward bases to project power and control vital shipping lanes carrying $3.4 trillion in annual trade. Confrontations, such as the 2012 standoff at where Chinese vessels blocked Philippine access, and ongoing actions including use against Philippine resupply missions in 2024, demonstrate enforcement of dominance, rejecting a arbitral ruling favoring the and prioritizing unilateral resource extraction like fisheries and potential hydrocarbons. These moves, supported by naval deployments, align with broader ambitions to supplant U.S. influence in the without full-scale but through gray-zone . Other instances include India's 2019 Balakot airstrikes into and ongoing integration of disputed territories like Jammu and Kashmir post-Article 370 revocation in August 2019, consolidating control amid separatist challenges, though framed domestically as counter-terrorism rather than expansion. Empirical data from conflict trackers reveal over 100 state-involved military engagements globally since 2000, with great-power interventions correlating to and alliance enforcement, yet causal assessments highlight how such actions often perpetuate dependency on the intervener for stability, resembling imperial clientage systems despite democratic rhetoric.

Contemporary Cases (2000s–2025)

Russia and Ukraine: post-Soviet decolonization and neo-imperialism

Ukraine's decolonization efforts commenced in the late Soviet period, including the rehabilitation of the Crimean Tatars through a 1989 declaration by the USSR Supreme Soviet that officially recognized their right to return to Crimea, enabling repatriation from Central Asia following Stalin-era deportations. The Verkhovna Rada of the Ukrainian SSR adopted the Declaration of State Sovereignty on July 16, 1990, affirming the supremacy of Ukrainian law over Soviet legislation and the right to self-determination. Following independence in 1991, Ukraine pursued further measures asserting sovereignty against Russian influence, including efforts toward EU association and NATO integration. After the 2014 Russian invasion and annexation of Crimea, laws enacted in 2015 prohibited communist and Nazi totalitarian symbols and political parties. After Russia escalated by the 2022 full-scale invasion, Ukrainian de-Russification policies encompassed a 2023 law banning toponyms glorifying Russia or its historical figures and promoting Ukrainian language in public spheres. These initiatives, accelerated amid Russian interference and war, supported the development of a consolidated civic identity distinct from Russian narratives. Concurrently, from 1991 to 2014, Russia exerted political, economic, and other non-military pressures on Ukraine to preserve influence and counter its westward orientation. Politically, Moscow supported pro-Russian candidates, such as backing Viktor Yanukovych during the 2004 presidential election contested by the , which resulted in the annulment of a fraudulent vote and election of a pro-Western president. Economically, Russia leveraged natural gas supplies, triggering pricing disputes in 2006 and 2009 that interrupted exports to Europe via Ukraine to coerce alignment with Russian terms. Efforts to integrate Ukraine into the Eurasian Customs Union as an alternative to EU association intensified under Yanukovych but collapsed amid the 2013–2014 protests, which ousted him and accelerated Ukraine's European aspirations, ultimately prompting Russia's resort to military intervention. Russia's of in March 2014, following an and a rejected by and much of the , marked a direct territorial expansion into sovereign Ukrainian territory, incorporating the as a federal subject of the . This action, enabled by unmarked forces ("") seizing key sites in February 2014, has been described by analysts as a recolonization effort rooted in imperial ambitions to restore influence over former Soviet spaces. The move violated the 1994 , in which pledged to respect 's borders in exchange for , and prompted Western sanctions that failed to reverse the . In the region, conflict began in April 2014 when (alias Strelkov), a former Russian FSB colonel, led militants in seizing , later admitting he had initiated the war. The resulting insurgency included local elements but was commanded by Russian officers, with the European Court of Human Rights ruling that Russia exercised overall control from the Kremlin over the Donetsk and Luhansk separatist areas starting mid-2014. Between July 2014 and February 2015, Russia conducted cross-border shelling and mechanized incursions involving regular army units, notably at and . This led to in 2014–2015, ushering in a seven-year period of reduced but persistent fighting, during which Russia pursued leverage through the accords to embed permanent influence in Ukraine's governance, including demands for special status in the regions. Escalating these patterns, initiated a full-scale of on February 24, 2022, with stated goals including "" and demilitarization but involving widespread territorial occupation, including annexations of the partially occupied , , , and regions via sham referendums in September 2022. By mid-2025, Russian forces controlled approximately 18% of Ukrainian territory, including , through sustained military operations that displaced over 10 million people and caused tens of thousands of military and civilian deaths, as reported by UN data. Observers attribute this to Putin's vision of a reconstituted , echoing historical expansions and prioritizing geopolitical dominance over economic costs, which have included sanctions-induced GDP contractions of up to 2.1% in 2022. These actions draw on ideologies such as neo-imperialism, Eurasianism, Soviet nostalgia, Russian-Orthodox fundamentalism, and 'triune-nation' nationalism, which portrays Russians, Ukrainians, and Belarusians as a single people and denies the distinct legitimacy of the Ukrainian nation, motivating support among segments of the Russian population. Critics accuse Russian officials and state media of using genocidal language, and experts have warned of an imminent risk of genocide.

China in the South China Sea

China's assertive claims in the South China Sea, encompassing over 90% of the area via the "nine-dash line" rejected by a 2016 Permanent Court of Arbitration ruling, have involved dredging more than 3,200 acres of artificial islands in the Spratly and Paracel chains since 2013, equipping them with airstrips, radar systems, and missile batteries by 2016. These developments, which overlap exclusive economic zones of Vietnam, the Philippines, Malaysia, and Brunei, enable surveillance and power projection, with China deploying over 200 maritime militia vessels and conducting live-fire drills, escalating tensions as evidenced by the 2012 Scarborough Shoal standoff and repeated vessel rammings. While Beijing frames this as defensive sovereignty assertion amid historical grievances from the "century of humiliation," critics, including U.S. policy analyses, view it as resource-driven expansionism securing fishing grounds, oil reserves estimated at 11 billion barrels, and trade routes carrying $3.4 trillion annually.

Turkey in Northern Syria

Turkey has conducted multiple cross-border operations into northern Syria since 2016, establishing de facto control over a 4,600-square-kilometer zone by 2022 through offensives like Euphrates Shield (2016-2017), (2018), and Peace Spring (2019), aimed at countering Kurdish YPG forces affiliated with the PKK, designated a terrorist group by , the U.S., and . These actions, displacing over 300,000 people per Turkish government figures and involving demographic engineering via resettlement of over 500,000 Syrian Arab refugees, have been critiqued as neo-Ottoman imperialism seeking a buffer against Kurdish autonomy and influence over border demographics. By 2025, Turkish-backed forces administered local , resource extraction including oil fields yielding $100 million annually, and projects, sustaining a presence of 10,000-15,000 troops despite international calls for withdrawal under UN resolutions.

Anti-Imperialism and Decolonization

Intellectual and Ideological Foundations

The intellectual foundations of emerged in the Enlightenment era, where philosophers emphasized natural rights, liberty, and as universal principles incompatible with coercive dominion over distant peoples. Thinkers like condemned colonial exploitation and slavery as violations of human dignity, arguing from first principles that arbitrary rule undermined rational progress and moral order. These ideas critiqued empire not merely as inefficient but as fundamentally antithetical to individual autonomy, influencing later arguments against territorial subjugation. In the 19th century, liberal economists advanced pragmatic critiques, viewing imperialism as a drain on metropolitan resources driven by protectionist interests rather than genuine prosperity. Richard Cobden, a prominent free-trade advocate, contended in the 1840s that colonial empires burdened taxpayers with military costs while benefiting narrow mercantile elites, advocating peaceful commerce over conquest as the path to mutual enrichment. This economic realism gained traction with J.A. Hobson's 1902 analysis in Imperialism: A Study, which attributed imperial expansion to underconsumed surplus capital seeking outlets abroad, fostering monopolistic finance over productive investment—a view later adapted by Vladimir Lenin in 1916 to frame imperialism as the final, decaying stage of capitalism marked by inter-imperial rivalries. Hobson's work, grounded in empirical data on British investments, highlighted how imperialism distorted domestic economies without delivering net gains, though Lenin's Marxist extension prioritized class struggle over Hobson's reformist underconsumption theory. The ideological basis for crystallized in the early 20th century through principles of national , articulated by U.S. President in his 1918 , which called for free peoples to choose their sovereignty as a bulwark against future wars—though applied selectively to amid ongoing U.S. territorial holdings. This concept, echoing Enlightenment self-rule, inspired colonial nationalists and informed the 1941 's pledge to respect "the right of all peoples to choose the form of government under which they will live," jointly issued by Roosevelt and Churchill. Post-World War II, the Charter of 1945 enshrined self-determination in Articles 1 and 55, framing it as essential for international peace and , which pressured empires to concede formal amid weakened militaries and rising global scrutiny. These foundations blended liberal individualism with pragmatic geopolitics, though empirical assessments reveal decolonization often prioritized rapid sovereignty over institutional readiness, leading to varied causal outcomes in state stability.

Key Movements and Decolonization Processes

The , spanning 1775 to 1783, represented an initial major challenge to European imperialism, as colonists in Britain's thirteen North American colonies rebelled against taxation without representation and centralized control, declaring independence on July 4, 1776, and securing it via the Treaty of Paris in 1783. This movement emphasized republican ideals and , influencing subsequent anti-colonial efforts despite the new republic's later territorial expansions. The (1791–1804) followed as the first successful slave-led uprising against colonial rule, beginning with a Vodou ceremony-inspired revolt on August 22, 1791, in the French colony of , and ending with independence declared on January 1, 1804, under , establishing as the second independent nation in the after the . Involving alliances and conflicts among enslaved Africans, , and European powers including Britain and , it defeated French forces at the in 1803, abolishing and inspiring abolitionist and nationalist causes worldwide, though it faced immediate economic isolation. Latin America's wars of independence (1810–1825) dismantled Spanish colonial dominance, triggered by Napoleon's 1808 invasion of Spain and Enlightenment ideas, with key figures like liberating , , and through campaigns such as the (1819) and (1821), while secured , , and via the crossing in 1817. These creole-led revolts, involving over 19 million people across multiple fronts, resulted in the independence of most Spanish territories by 1825, though achieved autonomy from peacefully in 1822 under Pedro I. In , India's independence movement culminated on August 15, 1947, after decades of nationalist agitation led by the , including Mahatma Gandhi's nonviolent campaigns like the (1930) and (1942), pressuring Britain amid post-World War II exhaustion and leading to the Indian Independence Act partitioning the subcontinent into and . This process displaced 14 million people and caused up to 2 million deaths from , highlighting the tensions between Hindu and Muslim nationalists. Indonesia's began with the proclamation of independence on August 17, 1945, by and following Japan's surrender in , but faced Dutch attempts to reassert control, sparking the (1945–1949) with and diplomatic pressure, ending in Dutch recognition of sovereignty on December 27, 1949, via the Round Table Conference. The conflict involved Allied intervention and resulted in the United States of Indonesia federation, later unified under . African accelerated post-1945, with weakened European powers granting autonomy to over three dozen states between 1945 and 1960, often through nationalist parties and UN oversight; Ghana's independence on March 6, 1957, under marked the first sub-Saharan success, inspiring the "" in 1960 when 17 nations, including , , and , achieved sovereignty. Processes varied: peaceful negotiations in British territories like (1963) contrasted with prolonged struggles, as in Portugal's African colonies until 1975. The Algerian War of Independence (1954–1962), led by the Front de Libération Nationale (FLN), exemplified violent resistance against French assimilationist rule, initiating with attacks on November 1, 1954, and involving urban bombings, rural guerrillas, and French tactics including , which mobilized international opinion and domestic opposition in . The war caused an estimated 1.5 million deaths and ended with the on March 18, 1962, granting independence on July 5, 1962, after a , though it triggered a mass exodus of European settlers (pieds-noirs). This conflict underscored how entrenched settler colonialism prolonged , differing from negotiated transfers elsewhere. These movements often leveraged World War II's exposure of imperial vulnerabilities, rivalries for superpower support, and ideologies from to , though outcomes frequently involved civil strife or authoritarian consolidation rather than seamless transitions to stable .

Post-Colonial Outcomes and Critiques of Anti-Imperial Narratives

Following , many former colonies in and encountered economic challenges, including stagnation or decline in per capita GDP relative to late-colonial periods. In , real GDP per capita growth averaged below 1% annually in the decades immediately post-independence, with institutional weakening contributing to a 3.7% decline in the first post-colonial decade across the region. By contrast, some late-colonial territories exhibited steadier accumulation of physical and , though overall African growth post-1960 remained heterogeneous, with declines attributed partly to policy shifts away from colonial-era market frameworks toward state-led . Political outcomes frequently involved heightened instability, exemplified by sub-Saharan Africa's record of 214 coup attempts since 1950—more than any other region globally—with 106 succeeding and leading to military rule. Corruption indices in post-colonial African states remain among the world's highest, correlating with resource mismanagement and elite capture, as public officials exploited low institutional constraints inherited but not maintained from colonial administrations. In Asia, outcomes varied more widely: East Asian economies like South Korea and Taiwan achieved rapid growth post-1950 through export-oriented policies building on colonial infrastructure, while South Asian states like India experienced slower per capita GDP expansion under import-substitution regimes until market reforms in 1991. Critiques of dominant anti-imperial narratives emphasize their oversimplification of , attributing post-colonial woes exclusively to colonial exploitation while downplaying local agency, pre-existing conditions, and the dismantling of functional institutions. These narratives, prevalent in post-colonial scholarship, often invoke moral condemnation over empirical comparison, ignoring data on colonial-era gains in (e.g., from under 10% to over 30% in British India by ) and . argues that such orthodoxy has stifled balanced reassessment, as colonialism empirically advanced human development metrics—reducing famine mortality through administrative reforms and introducing property rights—yet post-colonial leaders frequently reversed these via nationalist expropriations, yielding net welfare losses. Niall Ferguson, in analyzing the British Empire, posits that it exported scalable institutions like common law and limited government, which underpinned modernization and global trade networks, countering claims of unmitigated harm by highlighting how anti-imperial fervor inspired failed autarkic policies in places like Tanzania's Ujamaa socialism, which halved agricultural output in the 1970s. Empirical cross-country studies reinforce this by linking longer colonial duration to higher post-1945 prosperity in settler economies, suggesting that critiques of anti-imperialism stem from causal realism: decolonization often traded extractive but stabilizing rule for predatory elites, exacerbating ethnic divisions via arbitrary borders without addressing governance vacuums. While academic resistance to these views—evident in the retraction of pro-colonial analyses despite peer review—reflects ideological entrenchment, data-driven evaluations indicate that anti-imperial narratives have impeded policy learning from colonial successes in infrastructure and public health.

Long-Term Legacies and Global Impacts

Positive Institutional and Cultural Legacies

European imperial powers introduced enduring legal and administrative institutions that emphasized the , property rights, and bureaucratic efficiency, particularly in territories under British administration. In former British colonies, these systems correlated with stronger post-independence adherence to legal predictability and enforcement compared to colonies of other powers. For instance, analysis of 20th-century colonial governance shows that British direct rule fostered institutions that supported higher levels at , with countries experiencing prolonged exposure to competitive electoral practices under colonial oversight more likely to consolidate democratic regimes post-1945. Colonial infrastructure investments, such as railways and ports, generated long-term by lowering transportation costs and facilitating market access, effects observable in where colonial rail networks built between 1880 and 1930 continue to influence urban development and trade patterns. In , for example, these investments yielded measurable welfare gains during the colonial era through improved commodity exports and internal connectivity, with persistence into the post-colonial period via sustained in connected regions. Similarly, in , the extensive rail system expanded from 400 km in 1860 to over 65,000 km by 1947, enabling resource mobilization and famine relief that mitigated mortality during shortages. Culturally, the dissemination of European languages, notably English, served as a unifying medium for administration, , and , enhancing global connectivity for post-colonial elites and economies. By the late , English proficiency in former British territories facilitated higher rates of and technological adoption, as evidenced by its role as a in over 50 sovereign states and its correlation with improved access to and higher education. Imperial introduction of Western educational models also laid foundations for expansion; in British , enrollment in primary schools rose from negligible levels pre-1857 to millions by , embedding curricula in , , and that informed independent India's technical workforce. These legacies, while not uniformly applied across empires, provided institutional scaffolds that empirical studies link to divergent developmental trajectories among post-colonial states.

Negative Socioeconomic and Political Consequences

Colonial powers frequently imposed extractive economic institutions in territories unsuitable for large-scale European settlement, prioritizing resource plunder over and fostering long-term . In regions with high European settler mortality rates, such as much of and parts of Asia, colonizers established systems that concentrated wealth extraction in elite hands, limiting property rights and investment incentives for local populations; these institutions persisted post-independence, correlating with GDP levels approximately 75% lower than in low-mortality settler colonies like those in or today. Empirical analyses confirm this pattern, showing that former colonies with histories of resistance to colonization—often entailing harsher extractive policies—exhibit 50-65% lower GDP in the present era compared to those more readily subdued. Such extractive legacies contributed to entrenched income inequality, as colonial governance skewed resource distribution toward export-oriented enclaves while neglecting broad-based formation. For instance, in former colonies with significant but non-integrative European settlement, disparities widened due to land expropriation and labor coercion, with Gini coefficients remaining elevated decades after ; this effect is pronounced in cases like Portuguese Africa, where post-colonial inequality metrics reflect sustained disparities from forced cash-crop economies. Social disruptions from coerced labor migration and minimal investment in further hampered intergenerational mobility, leaving populations with skill deficits that perpetuate cycles. Politically, imperialism's demarcation of artificial borders disregarded ethnic, linguistic, and cultural boundaries, sowing seeds for enduring conflicts by partitioning homogeneous groups and amalgamating rivals within single states. In , where the 1884-1885 formalized such divisions, split ethnicities experienced heightened interstate and intrastate violence rates, as seen in borderland clashes involving groups like the Maasai across and ; econometric studies link these partitions to elevated conflict probabilities, exacerbating state fragility. Preferential treatment of certain ethnic factions under divide-and-rule policies entrenched rivalries, yielding post-colonial governance prone to coups and civil wars; , with over 200 attempted coups since 1960, illustrates how weak institutional transplants failed to counterbalance these fissures, resulting in authoritarian persistence and reduced democratic consolidation. Extractive political structures inherited from further undermined , as rulers inherited centralized extractive bureaucracies ill-suited for inclusive rule, correlating with higher civil violence incidence in the contemporary era.

Assessments of Net Effects Through Empirical Data

Empirical analyses of imperialism's net effects emphasize heterogeneous outcomes, influenced by factors such as settler mortality rates, colonial governance types (inclusive versus extractive), and resistance levels, rather than uniform benefits or harms. , Simon Johnson, and James A. Robinson's 2001 study, using settler mortality as an instrument for institutional quality, finds that European colonizers established inclusive property rights and constraints on executive power in low-mortality environments (e.g., , ), correlating with higher contemporary GDP ; conversely, high-mortality regions received extractive institutions prioritizing resource transfer to metropoles, associating with lower development levels today. This framework explains substantial variation in post-colonial incomes among former territories, with inclusive legacies fostering sustained growth through secure investment incentives. Cross-country regressions further indicate that prolonged colonial duration positively correlates with modern economic performance in cases, where geographic isolation minimizes confounding pre-colonial factors; for instance, islands under longer European rule exhibit higher income levels, attributed to and legal transplants. In Africa-focused studies, colonial rule's impact on growth varies by European power: British and French administrations often yielded modest positive effects via railroads and crops, while Belgian and extractive models showed neutral or negative long-term GDP impacts due to minimal institutional investment. Former colonies experiencing high indigenous resistance during display 50-65% lower GDP today compared to compliant ones, suggesting that forceful imposition of central states disrupted local equilibria but enabled scalable administration in non-resistant areas. Health and metrics reveal gains during imperial periods, often accelerating beyond endogenous trends. Bruce Gilley's analysis documents sharp rises in and under colonial rule—e.g., from under 30 years to over 40 in many African territories by 1960—linked to , campaigns, and mission schools, independent of global modernization. Higher European settler proportions in colonies robustly increased at birth while reducing infant mortality, as evidenced in from 19th-20th century territories, due to imported systems. However, extractive variants, such as in or Italian , correlated with persistent deficits: Italian colonies lagged in post-independence income, , and relative to British or French peers, reflecting underinvestment in . Critiques highlight extraction's costs, with studies estimating that colonial fiscal policies in resource-heavy economies reduced local accumulation by prioritizing metropolitan returns, yielding net negative growth divergences in cases like the . Yet, institutional persistence metrics—e.g., higher rule-of-law scores in ex-British colonies (averaging 0.5-1 standard deviations above extractive peers on World Bank indices)—suggest enduring positives outweighing depredation in inclusive contexts, as corroborated by data showing ex-settler colonies converging to Western GDP levels by 2000 while extractive ones stagnated. Overall, causal estimates indicate no global net harm when weighting by institutional quality, with imperialism's transplant effects explaining up to 75% of income variation among post-1500 polities.

References

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