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12. GLORY

WESTERN IMPERIALISM


CONTENTS

Defining "imperialism"

British India

The British dominions

South Africa

The early stages of French imperialism

America joins the imperialist game

Western imperialism in China and East
        Asia

European imperialism in the Middle East

The partitioning of Africa

The imperial fallout

The textual material on page below is drawn directly from my work A Moral History of Western Society © 2024, Volume Two, pages 25-43.


DEFINING "IMPERIALISM"

Imperialism, put simply, is to impose a society’s will on another society, exploiting the weakness of the subject society to the benefit of the dominant society.  Imperialism may take all kind of different shapes.  It may be purely economic, controlling the markets, the labor, the material resources of another society.  It may be demographic, resettling portions of the population of the dominant society in the lands of the subject society.  It may be cultural, ‘converting’ the thinking of the subject society to the thought processes of the dominant society, thus making it easier to control the subject society.  It may be purely political, replacing the subject society’s leaders with leaders appointed by the dominant society ... and similar to political, it may be administrative, replacing the laws and institutions of the subject society with those of the dominant society.  In most cases in history, imperialism conducted by one society over another tends to combine elements of all these types of imperialism.

Imperialism is not a new phenomenon in human history.  In fact it seems to be very central to the dynamics of a society in its rise and decline.  Accusing a society of practicing imperialism is to accuse it of being aggressively expansive ... rather normal behavior on the part of a society on the rise.  A society on the decline tends to detest imperialism in principle ... either because it senses that imperialism of another society is being aimed at it, or because it is hoping to create a moral universal designed to convince the players of the social game to accept a freeze of a particular political status quo that it likes and does not want to lose, but is not ready to defend by force.

But there are other reasons to find oneself in opposition to imperialism.  If pushed too far it becomes burdensomely expensive, that is, draining on the resources of the dominant society.  And that has often been the case in history.  It worked out this way for England in its efforts to hang on to its American colonies (economic and political relations between the two groups actually improved greatly after England let go of its empire in mid North America).  Spain also found that trying to hang on to its colonies in America during the Napoleonic wars was a losing proposition, coming at a time when Spain could ill afford to lose any more power, its decline had reached such a deep level.  The Bourbon kings of France had more than once emptied their treasuries playing the imperialism game (which they largely lost anyway in America).  Even Napoleon recognized the burden of American empire, being willing to sell the entire Louisiana territory to the young American republic.  And so too the Russian tsar sold off his American holdings in Alaska ... for much the same reason.

The Spread of the West's Empires






"The White Man's Burden"
Satire of Kipling's phrase shows the "white" colonial powers being carried as the burden of their "colored" subjects

BRITISH INDIA

Yet for the British, being a small island with a rapidly growing population and an even more rapidly growing industrial economy, imperialism was less a choice than a necessity ... not that this was all conducted as official government policy however; much of British imperialism (at least initially) was conducted by private corporate interests, such as the Muscovy Company, the Virginia Company, the Massachusetts Bay Company ... and most importantly, the English East India Company.  Yet these companies did have close relations with English royalty, in that they were understood to be vital sources of taxes for the royal treasury.  So there was a lot of cooperation between company and crown.  For instance, it was the dumping of tea of the English East India Company by angry Massachusetts "patriots" that helped greatly to push the English crown into confrontation with its colonies in America, a confrontation that led to the American War of Independence.

In fact the English East India Company had long been a central piece in the British imperial program ... for better or for worse.  Much too often it was for the worse.  That was the problem in the confrontation with the American colonies: the profits of the Company were declining and George III had made the move to allow the sale of only the Company’s tea in the colonies (the tea of the Dutch East India Company was much cheaper).  This move not only infuriated the colonies, it sparked much debate in parliament about the wisdom of mercantilism (political protectionism such as the case with the English East India Company’s new monopoly on tea sold to America) and whether mercantilism or "free trade" actually worked better for Britain in the long run.  The argument in favor of free trade (the economics of free competition) was that it encouraged efficiency and lower prices, which actually generated a larger market for manufactured goods.  Indeed, the British moved ahead rapidly in the area of free trade, trying to get other countries to get in the free trade game ... where Britain had a decided trading advantage.  That was their basic approach in encouraging the 1823 American Monroe Doctrine: rather than enforcing closed markets such as existed in Spanish America (mercantilism), all nations should be open for trade with any other (where the British could easily outsell any competitor).  It all seemed so "fair."  Actually, this economic principle advantaged the British commercial economy tremendously.

But India was a different matter.  The English East India Company had undertaken to create alliances with a number of local Indian princes or rajas, English power sought by the rajas and Indian markets for English goods sought by the Company.  Initially the arrangement seemed to work well for both English and Indians.  However as the Company grew in wealth and position it found itself increasingly in a very commanding position at the heart of Indian politics.  In subtle ways, by the beginning of the 1800s the Company (referred to now as the British East India Company) found itself in a governing position in large sections of India not very different from that of a traditional Indian imperial government (governing the three constantly expanding presidencies of Bombay, Bengal and Madras).  As such the Company attempted to act the part of the benevolent emperor, improving roads, installing railroads, dams, canals and reservoirs, instituting legal reforms ending suttee (the "self-inflicted" death of widows at their husbands' funerals), etc. as a way of winning the hearts of the Indians.

But vast cultural differences made the task of uniting the Company’s interests with the Indian soul very difficult.  The British could not understand that reforming the highly discriminatory caste system did not bring approval but instead confusion and frustration among the Indians.  Many of the industrial improvements brought by the English (such as the telegraph) even stirred fears among the Indians that the British had introduced something very sinister among them!  Also the move of the Company to take over an Indian state when an Indian prince died without an heir – or even just when the British deemed the prince incompetent – stirred deep bitterness among many Indians.


Robert Clive meeting with the Indian Nawab's commander, Mir Jafa,
after the Battle of Plassey in 1757 ... bringing British control to Bengal as the beginning of the British expansion in India


The Company's offices at the East India House - London - by Thomas Malton
The Yale Center for British Art



Troops of  British East India Company against the troops of the Sikh Empire at the Battle of Ferozeshah  - 1845


British India as of 1857 (directly adminstered lands in pink ... but in "understanding" with the Hindu and Muslim principalities)

The Sepoy Mutiny of 1857

Finally there was the matter of the new cartridges shipped from England for use by the sepoy (Indian) troops in the employ of the Company.  Rumors spread rapidly that these cartridges had been greased in the fat of pigs and cows, to protect them from the dampness of the sea journey.  In the eyes of the Muslim sepoys pork fat was highly polluting and in the eyes of the Hindu sepoys cow fat was in violation of the basic sacredness of all life ... but especially the cow, whose life was considered more sacred than human life.  When English officers saw this refusal to use these cartridges as simply insubordination – and when it appeared to the sepoys that their British officers were not going to back down – rebellion broke out up among the sepoys and spread rapidly across northern India.  Not only officers but civilians, women and children as well as men, were murdered by angry sepoys ... with British troops then responding in kind.  The slaughter on both sides was terrible.

The timing for the British was terrible also because most of the British troops were away fighting in the Crimean war.  However loyal Indians troops contributed greatly to the British effort to regain control over the situation ... nonetheless taking six months to bring the rebellion to an end.  Overall it was all a scandalous, bloody mess.
 

The Sepoy mutiny - 1857

British troops reacting to the six-month seige of Lucknow November 1857

Interior of the Secundra Bagh after the Slaughter of 2,000 Rebels by the 93rd Highlanders and 4th Punjab Regiment (skulls and bodies scattered about).   First Attack of Sir Colin Campbell in November 1857, Lucknow.  Albumen silver print, by Felice Beato, 1858.

Victoria, Empress of India

The net result was that in 1858 the British parliament ended the Company’s charter and transferred to the crown as part of the British Empire (the Indian portion of the Empire known as the British Raj).  Under Queen Victoria’s instructions the public works programs begun by the Company in India (particularly transportation and education) were extended greatly, transforming India into a budding industrial society with a growing awareness of modern democratic-national political norms.  So devoted was she to the development of India that in 1876 she took upon herself the title "Empress of India."



1869 - The opening of the Suez Canal - offering a very direct sea route to India and East Asia


British Lt. General of Punjab taking tea with Punjabi maharajas and rajas - 1875


Victoria  Empress of India (1887)


The leisured life of the British gentry in India - c. 1900

British Viceroy Lord Curzon and the Nizam of Hyderabad - 1900

Building the Indian railway

The Delhi Durbar - 1903
A British-Indian celebration of the coronation of King Edward VII and Queen Alexandra as Emperor and Empress of India

Nonetheless despite Victoria’s (and her successors) positive intentions, Indians were ambivalent about British reforms. On the one hand the British idea of the equality of all citizens within the Empire undermined the caste system, which stood as the foundation of traditional Indian society.  On the other hand there was something hypocritical about the ideal of equality in the way Indians felt looked down on by the English, causing irritation especially among the more Westernized Indians who were expecting more egalitarian treatment, but did not find this to be actually the case no matter how hard they tried to be "English."1  Much like the case in Ireland, the demand for "Home Rule" (not quite independence but at least a lot of political autonomy within the British Empire) began to grow in India.  But, as in Ireland, these would be largely ignored by the British authorities.

1Gandhi was a classic example of an Indian who turned bitterly against things English when, despite his 40+ year effort to measure up as "quite British," found himself looked down on because of the color of his skin.


Mohandas Gandhi at his law office in South Africa - 1914

The post-1915 lawyer Gandhi ... posing as something of a Hindu "holy man"


THE BRITISH DOMINIONS

Canada

During the 1830s there was a growing demand for political reform all through Europe.  This was no less the case for the English and French provinces in Canada.  Although they each had their own legislatures, their governors were appointed by the crown, not by the leading local political party.  Armed revolt actually broke out in Canada in 1837 causing the colonial office to take the matter of reform seriously enough that in 1846 the Canadian legislatures were finally given control over the appointment of their provincial governors.  Then in 1867 the British parliament passed the British North America Act, uniting as a new federation or "Dominion" the English and French provinces of upper and lower Canada, plus Nova Scotia and New Brunswick.  The new Dominion was given a federal parliament (with a House of Commons and a Senate) located at Ottawa.  Although the Governor-General was appointed by the British crown, the real executive power was vested in the prime minister, who functioned in Canada similar to the prime minister in England.



1837 - The French portion of the rebellion at St Eustache



The enactment of the British North America Act - March 1867
Parliament Hill - Ottowa


John A Macdonald (Conservative Party) - 1st Canadian Prime Minister (1878-1891)

Australia and New Zealand

Originally a British penal colony (early 1800s), Australia began to receive immigrants on their own initiative, especially after gold was discovered there in 1851.  Huge numbers not only of English but also Chinese were brought in to work the gold fields (causing considerable English-Chinese racial conflict at the gold fields).

Soon Australia had settled six different states, each with its own British-styled government.  But federation on the Canadian model did not move forward as quickly as it had in Canada, and it was not until the end of the 1800s that work got seriously underway on the project, resulting finally in 1900 in the Australian Commonwealth Act.  But in Australia the model followed was not the British parliamentary model, but a federal system closer to the one in the United States, with much autonomy accorded the individual states.

New Zealand was asked to become part of the Australian venture but declined to do so, preferring to maintain its own "national" identity. In 1867, at the same time that Canada was set up as a British dominion, New Zealand was accorded self-government.  Finally in 1907, it was accorded dominion status as distinct nation.
  


Arrivals to Australia - 1850s





Treaty of Waitangi in 1840 bringing Maori New Zealand into the British domain

SOUTH AFRICA

The Dutch Cape colony

We have already mentioned how, in the mid-1600s, the Dutch established a colony at the Cape of South Africa, and then expanded that settlement into the South African interior ... then when, in 1779, the Dutch met the first Xhosa tribesmen at the Great Fish River, dividing Western and Eastern South Africa.  Here they fought each other to a standstill, making it the eastern boundary of the Cape colony and a western boundary for the Bantu tribesmen.

The British takeover

During the Napoleonic wars the British seized the strategic Cape Colony from the Dutch ... and had their ownership confirmed at the Congress of Vienna in agreeing to pay the Dutch 6 million pounds for the colony.  But their English-only language policy plus their abolition of slavery in 1834 upset the Dutch inhabitants so much that they began migrating away from the Cape deeper into the African interior.


The Zulu and the Boer Voortrekkers

At the same time an African chieftain, Shaka, had forged a huge Zulu tribe into a fierce fighting force to the northeast of the Cape colony (early 1800s).  His warring (the Mfecane) was so brutal that he actually scattered a number of tribes once inhabiting the open highlands northwest of his new Zululand ... enabling the Dutch farmers ("Boers") to move themselves easily into the now relatively uninhabited highland region or upper Veld during the "Great Trek" away from the English-controlled Cape.  Beginning in 1835, some ten thousand voortrekkers ("advancing migrants" or frontiersmen) would make the journey, eventually establishing two Boer Republics, the Orange Free State, and, further to the northeast, the Transvaal.
 

But entry into Zulu territory (south across the Drakensberg Mountains) was very dangerous ... as the Voortrekkers were to discover in 1838 ... when a large group of them (accompanied by other African tribesmen) were slaughtered by the Zulu impi or warriors of Shaka's brother, Dingane (ruled KwaZulu 1828-1840).

The 1830s Boer Voortrekkers (or Trekboers)

The 1838 slaughter at Weenen by Zulu Chief Dingane's impi of the entire party (500+) of Voortrekkers ... and the Khoikhoi and Basuto tribesmen accompanying them

Natal2

At the same time the British had begun to move into the region along the Indian Ocean midway between the Xhosa in the south and the Zulu in the north.  But the Dutch were also migrating into the area and the two groups fell into fighting in 1842.  The Boer voortrekkers were driven across the Drakensberg mountains to the north ... and thousands of British were subsequently brought in to settle the new British province called "Natal." 

But with slavery having been abolished in Britain, the British were eventually forced to turn to India to find cheap labor for their sugar farms (the Zulu were scornful of such labor).  During the second half of the 1800s over 150 thousand Indians were brought into Natal as indentured workers, making them more numerous than the Europeans living there.

The British began to think about creating a southern African federation similar to the one established in Canada.  The hope was to bring the Cape, the Dutch Republics, Natal Province and a number of African tribal territories together ... something however to which neither the Boers nor the Zulu were going to be willing to agree.  When the British pressed the issue with the Zulu, war broke out.  The results were extremely bloody for both sides.  But in the end Zulu power was broken.


2"Natal" is actually the name for that coastal region assigned by the Portuguese explorer da Gama, when he first sighted it on Christmas Day, 1497.


Indian Indentured Workers shipped to Natal - 1860s

The Boer War

But the Boers would be no less resistant to the idea of a British federation or union.  When in 1867 diamonds were discovered in the Orange Free State, imperial ambitions of the English at the Cape were ignited.  Stoking the fires of English ambition was Cecil Rhodes, who from 1871 to 1888 worked his way from diamond digger to fabulously wealthy diamond monopolist.  He then moved into South African politics, which he likewise came to dominate, becoming prime minister of the Cape Colony in 1890. 

In the meantime, gold had been discovered in the Transvaal in 1885.  But this time the Boers were more resistant to the efforts of the English to exploit the gold, which laid well below the surface.  Boers were not interested enough in going down into the mines, and in an effort to secure the necessary labor to work the gold mines Europeans (principally British) were brought into Transvaal, much to the displeasure of the Boers who sensed that they were losing political ground to these uitlanders (foreigners) and did what they could to bring this immigration to a halt.

But Rhodes was not one to be easily dismissed, and plotted a takeover of the Transvaal government by the uitlanders with a raid on Johannesburg by his friend Dr. Jameson and 500 men ... which ended up disastrously for the English.  Now feelings ran hot. 

The British colonial secretary Chamberlain demanded full rights for the uitlanders and Transvaal president Kruger answered back with a call for war if the British did not remove their troops from the Transvaal border.  The British refused and war was declared (October 1899) by Kruger.

The world watched closely as the war unfolded between the superpower Great Britain and the little but defiant Boer Republics.  The British regular armies under Lord Kitchener found the guerrilla tactics of the Boer commandos difficult to counter (shades of the American Revolution!) and began a shameless scorched earth policy ... plus the confinement of Boer families in "concentration camps" in which Boer women and children died in massive numbers from hunger and disease.
 
Much to the shock of the British, who thought that this war would be won quickly and easily, this gruesome war dragged on and on.  This in turn generated a growing anti-war opinion in Britain ... and a rising European scorn for Britain's shameful behavior.
 
Finally however, in May of 1902 the Boers accepted surrender ... and the incorporation of the Orange Free State and the Transvaal within a new South African Union.  But this was accompanied by the British promise also of South African self-government – with dominion status – in the near future (actually fulfilled in 1910).
 
Ultimately, the war had proven very costly in lives and expenditures ... gaining little for the British victors in the process – except a tarnishing of the British image as "enlightened" empire-builders. 
 

British infantry (some of the quarter million troops sent to South Africa to crush Boer independence)

Boer infantry on bicycles

Boer commandos

British troops hoping to ambush Boer patrols

Boer artillery

A British concentration camp during the Boer War


Boer life in a British concentration camp

Boer General Cronje's surrender to the British

THE EARLY STAGES OF FRENCH IMPERIALISM

Algeria

One of the most extensive moves by the French to extend and incorporate overseas territories into the growing French Empire was directly across the Mediterranean from Southern France:  Algeria.  In 1827 French Bourbon king Charles X turned a minor incident involving the dey of Algiers into an excuse for a blockade of the port of Algiers ... which step by step escalated into all-out war between France and Algiers in 1830.  A French army of 34,000 troops invaded Algiers and fairly quickly defeated the dey’s army ... and proceeded to commit numerous atrocities against the civilian population afterwards.  Then in the midst of the action Charles was deposed and Louis Philippe took his place as French king ... but continued the action in North Africa, extending the war to Oran and Constantine (comprising today’s Algerian coastlands) by 1847.  Conquest was soon followed up by the annexing of the Algerian territories as part of a reviving French empire. 

Also, a large number of French (and other Europeans) began to settle the fertile lands of Algeria, for the purpose of cotton farming (subsequently wine production).  By 1860 European immigrants to Algeria numbered around 200 thousand.  So alarmed were the Algerian Arabs that in 1864 a massive uprising of the Arabs against their French occupiers occurred ... requiring a huge French army and a full year of action to break the power of the rebellion.  Napoleon III, attempting to appease the Arab population, promised a number of social and political reforms ... but found his plans upset by a whole range of disasters which hit Algeria (locusts, drought, famines, and disease), plus the resistance of the French colonists opposed to his reforms. 

Nonetheless, Algeria began to develop a distinct French-Arab culture of its own out of these tensions.  But the plan now was to integrate Algeria fully into French national territory as one of France’s departments ... that is, Algeria would no longer be seen as a French colony, but instead would be considered to be an integral part of France itself (like Alaska and Hawaii would become to America).



The French take the Algerian citadel at Constantine - 1837 - by Horace Vernet (1838)
Palace of Versailles


The arrival of Marsha Randon in Algiers in 1857 - by Ernest Francis Vacherot

New Caledonia

One of the more interesting pieces in France’s imperial puzzle was New Caledonia (in the South Pacific just east of Australia and north of New Zealand), which was turned into a penal colony during the second half of the 1800s, receiving 22,000 criminals during that time.  Eventually other French would join them looking to start a new life in this distant colony.
  

French penal housing in New Caledonia

Senegal

Senegal in West Africa became a key French holding in Africa during the same period.  From its capital at Dakar the French African colony was extended into the African interior, posing itself as a French model of modern social, economic and cultural development.  In this it was a key piece in its "civilizing mission" (la mission civilisatrice) which provided moral justification for a rising sense in France of the necessity of French imperialism.
  

The French trading post on the island of Gorée, just offshore of Senegal

Napoleon III’s blunder in Mexico:  "Emperor" Maximillian

In 1861, with the United States deeply involved in its own civil war between the North and the South, Napoleon (along with some support from Great Britain and Spain) decided to invade and seize the government of Mexico ... using the excuse of Mexican President Benito Juarez’s suspension of interest payments to European creditors.  But once it became clear to his British and Spanish allies that Napoleon’s intentions were fully imperialistic and not just debt-collection, they withdrew from the project. 

Initially the Mexicans were able to defeat a French army on May 5th 1862 (thus the Cinco de Mayo Mexican national holiday!).  But Napoleon brought in more French troops (including the troops of the famous French Foreign Legion) and finally was able to seize Mexico City the next year in June.  Juarez and some of his men escaped to Chihuahua, where they continued to operate guerrilla style from there.

But with Juarez gone from the capital, a conservative military junta (military council) was set up and, under orders from Napoleon, called on Maximilian of Habsburg (the younger brother of the Austrian Emperor Franz Joseph I) to rule Mexico as its new emperor.  Early the following year (1864) the French brought Maximilian to Mexico to be crowned Mexican Emperor.

France now had a puppet emperor that not only gave the French access to Mexico’s mineral wealth, it served as a seal on a new French-Austrian friendship ... that both monarchies sensed they needed to counterbalance Prussia’s rapid rise to power in Germany.  It also put in Mexico a Catholic counterpart to the strong American Protestantism to the north in the United States.

Maximilian tried to win Mexican hearts with rather liberal ideas for an emperor ... merely alienating in the process the conservative Mexicans who had been co-sponsors with France in this whole venture.  In the meantime Mexican Republicans under Juarez had been gathering strength ... and the following year (1865) were able to gain important victories in battles against Maximilian’s forces (despite even his French help).  At this point Maximilian took on a more brutal stand in his dealing with the Republicans.

Now with its civil war brought to an end in mid-1865, the United States moved to become more directly involved.  American funding and arms began to pour in to support Juarez and his Republican forces.  Then in 1866 Napoleon, now preferring good relations with the United States rather than with the Maximilian government, began to withdraw its military support of Maximilian ... opening the way for the Republicans to begin to advance on the Mexican capital taking city by city as they went.  By early 1867 Maximilian was forced to flee the capital, then tried to escape Mexico ... getting caught along the way.  He was tried and sentenced to death ... causing European heads of state to plead for his release.  But Juarez wanted the Europeans to get the message that there was to be no more such meddling in Mexican affairs. In June of 1867 Maximilian and two of his generals were executed by a firing squad.
 
The net effect of this episode was that Napoleon lost more credibility at a time when he could ill afford it, Mexican conservatives were discredited, Juarez once again (the man never seemed to go away) overstayed his welcome among the Mexican people, but died in 1872 amidst another rebellion against his heavy-handed rule ... and life went on as before in Mexico.
 


June 1867 - Maximilian and two officers shot by a firing squad - Edouard Manet (1868)
Kunsthalle - Mannheim

AMERICA JOINS THE IMPERIALIST GAME


Admiral Alfred Thayer Mahan - advocate of the full pursuit of sea power by America
Library of Congress (LC-USZ62-22488)

Senator Albert Beveridge (Indiana) - advocate of American imperialism at the end of the 1800s
Library of Congress (LC-USZ62-61459)

President William McKinley (President 1897-1901)
Library of Congress


William Jennings Bryan - Democratic opponent to McKinley in 1896)

John Hay - McKinley and Roosevelt's Secretary of State. He was a strong advocate of the Open Door Policy in China and the building of the Panama Canal


The Spanish-American War - 1898-1899

The pretext:  supporting the independence of Spanish colonies in the Caribbean and the Pacific



Spanish firing squad (Alphonso Guards) preparing to execute Cuban rebels

National Archives (NA-111-SC-94538)

Cuban rebels about to be executed by the Alphonso Guards
National Archives (NA-111-SC-113614)

Spanish execution chamber - Manila

The excuse:  The unexplained explosion of the Battleship Maine in Havana Harbor

The U.S.S. Maine entering Havana harbor - January 1898
National Archives

California troops ready to leave for Manila - 1898

Teddy Roosevelt and the Rough Riders - July 1898
Library of Congress

Theodore Roosevelt (front - 3rd from right) and the Rough Riders


Hawaii

Hawaiian Queen Liliuokalani 
(younger and older)
Library of Congress


Panama ... and the Canal

Digging the Panama Canal - 1904-1914

Digging the Panama Canal - 1910

The Culebra Cut in the Panama Canal.

Mammoth Locks being built at the Panama Canal - 1912

Haiti

U.S. marines landing artillery in Haiti - 1915

The body of Haitian rebel leader Charlemagne Massena Peralte - killed by US-led gendarmes
National Archives


Involvement in the Mexican Revolution

Mexican President Francisco Madero
The first democratically elected leader (1911) in Mexico's history. He is announcing a plan to transfer the wealth of Mexico from the wealthy aristocrats and foreigners to the Mexican people themselves
Library of Congress LCUSZ62-44272

General Victoriano Huerta (center) in early 1913 overthrew the Madero government (murdering Madero in the process).
Augustin Victor Casasola / Casasola Archive, Instituto Nacional de Antropologia e Historia, Mexico City

Behind the plot was the U.S. Ambassador Henry Lane Wilson, representing the interests of the aristocrats and foreigners who traditionally had run the country. (America business interest controlled 43 per cent of the country's wealth - notably nearly all the mines and smelters and two-thirds of the railroads; other foreign interests - notably British and German - controlled another 25 per cent; and the remaining wealth was controlled by one per cent of the Mexican population).

Henry Lane Wilson, U.S. ambassador to Mexico

Wilson's Secretary of State, William Jennings Bryan (and bodyguard)
Harry Ransom Research Center, The University of Texas at Austin

Bryan supported Wilson's idea of forcing the Mexican dictator Huerta out of office (an expeditionary force of 4000 U.S. troops landed at Vera Cruz in 1914); a year later when ranking members of the U.S. State Department plotted to overthrow the new Carranza government and put Huerta back into office, Bryan moved to bloc the plot.  Huerta was seized at the Mexican border and imprisoned in Texas.

"Gen. Villa, Mexican bandit"
"1.Gen Fierro. 2.Gen. Villa. 3.Gen. Orgtega. 4.Col. Medina." - ca. 1913. - W.H. Horne Co
National Archives

Pancho Villa and his rebel army on a raid along US-Mexican border - 1916
Library of Congress LC USZ62-29357

Pancho Villa and US General John Pershing in happier days - 1914

Headquarters of the American forces in Colonia Dublan, Mexico. General Pershing with his aide Lt. Collins - 1916 - photo by William Fox.
National Archives

"En route with the American Field Headquarters from El Valle to Las Cruces, Mexico, April 10,1916. Company A, 6th Infantry, in emergency trench which has been prepared at its camp for Attack by Mexicans."  - photo by William Fox.
National Archives

"A triple execution at Juarez, Mexico, about the time of the Columbus affair" - ca. 1916. Photo by W.H. Horne Co.
National Archives

Emiliano Zapata - rebel leader who took on the wealthy landed gentry of Mexico


WESTERN IMPERIALISM IN CHINA AND EAST ASIA

The First Opium War (1839-1842)

Europeans had long had an interest in Chinese goods – silks, tea, porcelain – but had little to sell of serious interest to the Chinese ... until the British East India Company began exporting Indian opium to China, creating an ever-expanding market for their product among a rapidly growing number of Chinese addicts.  When in 1839 the Chinese emperor seized a huge amount of this product (over a thousand tons) in an effort to shut down this ruinous commerce, the British struck back and by mid-1842 succeeded in overrunning a number of key Chinese ports, forcing the Qing (or Manchu) Emperor to grant (Treaty of Nanking) the British free trading rights in five Chinese ports, the transfer of Hong Kong Island to the British ... and the rights of Christian missionaries to enter China freely.


Chinese painting of the European quarters of the port of Canton
Peabody Museum of Salem


British ships destroying the Chinese naval defense fleet - 1843

The Opium War waged by the Chinese Emperor and his forces who were attempting to block the British sale of Opium to China
Brown Brothers

First Opium War - 1841

The opening of Japan (1853-1854)

Meanwhile in nearby Japan, American naval commodore Perry and four ships under his command pushed their way into Tokyo harbor in 1853 ... then returned the next year with an ultimatum demanding the opening of relations with America.  After considering the unreadiness of the Japanese to fend off the powerful American artillery, the shogunate (government) accepted the American terms.  But this was the signal to the Shogunate council to undertake their own military modernization as a counter to this Western intrusion.  But these reforms were opposed by a strong traditionalist element in the council that wanted the restoration of the emperor to power instead as the answer to the Western challenge.  A number of earthquakes and a tsunami which destroyed thousands of buildings (in a town where the new American consul was to take residence) convinced the traditionalists that the gods were registering their opposition to the modernization of Japan.  The Japanese leadership was thus split on the matter.   


American Commodore Matthew C. Perry (ca. 1856-58) - photograph by Matthew Brady. Perry forcibly "opened up" Japan to the West in 1853-1854

Admiral Perry meeting a Japanese delegation aboard the Powhattan
Wide World Photo

A Japanese panel entitled:  "The arrival of a Western Vessel in Japan"
Asian Art Museum of San Francisco - Avery Brundage Collection

Satsuma Samurai of the Chosyu clan, during the Boshin War period. Hand-coloured albumen silver print by Felice Beato, 1860s

Taiping Rebellion (1850-1864)
and
the Second Opium War (1856-1860)

At this point, the Chinese imperial government was fully absorbed in trying to suppress a "Taiping Rebellion" ... an uprising started in 1850 by disillusioned Chinese who considered the humiliated Qing Emperor to have lost the "Mandate of Heaven" and thus needing to be replaced by new leadership.  Rebels led by a quasi-Christian Hong Xiuquan (considered himself to be the younger brother of Jesus!) had succeeded in taking control of large parts of China, and for the longest time the imperial army was unsuccessful in its struggle against the Taiping rebels who seized a number of key Chinese cities.

Meanwhile, by the mid-1850s there was growing commercial competition among Western powers to gain an ever-larger position within the Chinese (mostly opium) market.  Americans and French merchant companies secured trade concessions ... and as the Nanking Treaty was due to be renewed (after its 12-year term), the British sought to have the British position expanded.  Confusion over a pirated ship (the Arrow) in 1856 led to fighting between the Chinese and the British ... which itself became complicated with the Sepoy mutiny in India and the Crimean War against Russia going on at the same time.

But finally (December of 1857), with the Crimean War and the Sepoy mutiny out of the way as issues, the British (and the French) were ready to attack the Chinese at Canton.  With the Emperor Wenzong deeply distracted with the Taiping Rebellion, Canton was easily captured at the beginning of January of the following year (1858).

Then at this point the new round in the Opium War widened as America and Russia joined the British and the French ... finally forcing the Emperor to grant new treaties (June 1858) recognizing a much-expanded position of the four Western powers in China.  The Western powers now ranged more widely around the Chinese coast, attacking and moving inland up Chinese rivers ... but got stopped at the Taku forts outside of the Chinese capital of Beijing.  Finally in 1860, they were able to bring down this piece of the Chinese resistance. In September, their forces were able to enter the capital itself ... and then proceed to destroy the palaces of the emperor’s Forbidden City.

The result was that the British, French – and Russians – took control of major strategic locations in and around China (the British receiving Kowloon Peninsula opposite Hong Kong, instance, and the Russians receiving vast amounts of Chinese territory in the Chinese north) ... and forced the emperor not only to pay them a huge indemnity but also to allow the opium trade to operate legally in China.

At about the same time however a powerful local leader, Zeng Guofan, stepped forward with his Xiang Army to attack the Taiping.  Finally after much bloodshed, in July of 1864 Zeng overran the Taiping position at Nanjing ... but only after the death of the Taiping leader Hong in June.  Remnants of the Taiping fled to the mountains to continue their efforts.  But by and large the rebellion was over.

Zeng and his officers were celebrated widely as the saviors of the Qing dynasty.  But this pointed importantly to the fact that the emperor was increasingly dependent on his subjects and their leaders to preserve his throne.  In a sense the imperial government was giving way to increasing governance nationally and locally by a rising class of local warlords.  This did not speak well for imperial China ... being a sign understood by all Chinese confirming the fact that the emperor was losing the Mandate of Heaven.

Taiping rebels fleeing from Chinese imperial  troops - 1857

The British attack on Beijing during the Second Opium War - 1860

Korea (1866)

In the 1700s French missionaries in Korea had brought thousands to Catholicism.  In 1866 the Korean king order the mass execution of French priests operating in Korea ... and some ten thousand Korean converts.  The French retaliated ... but for the moment with no success.
Japan and the beginning of the Meiji Restoration (1867-1868).  In Japan the young emperor moved to make the emperorship more than just a symbolic position ... pitting himself against the Tokugawa Shogunate which had been governing Japan since the 1600s.  The emperor drew on Western support and technology to make his move.   But so did the shogun ... thus drawing Westerners deeply into the contest.  In the end critical Western support of the emperor helped him bring to defeat the shogun and his troops ... ending the reign of the shoguns and the restoration of imperial Japan.  Under the emperor Meiji, the modernization of Japan would continue, but under the management of the Japanese themselves.  The Westerners would participate, but in a more passive fashion than was the case elsewhere in Asia.
  

Japan and the beginning of the Meiji Restoration (1867-1868)

In Japan the young emperor moved to make the emperorship more than just a symbolic position ... pitting himself against the Tokugawa Shogunate which had been governing Japan since the 1600s.  The emperor drew on Western support and technology to make his move.   But so did the shogun ... thus drawing Westerners deeply into the contest.  In the end, critical Western support of the emperor helped him defeat the shogun and his troops ... ending the reign of the shoguns and the restoration of imperial Japan.  Under the emperor Meiji, the modernization of Japan would continue, but under the management of the Japanese themselves.  The Westerners would participate, but in a more passive fashion than was the case elsewhere in Asia.
   

The Emperor Meiji in traditional attire Japanese Emperor 1867- 1912

Emperor Meiji - 1873

Samurai leader Saigo Takamori with his officers during the Satsuma Rebellion - 1877
Le Monde Illustré

Imperial officers of the Kumamoto garrison which fought against the troops of Saigo Takamori in 1877. Ancient photographs of the Bakumatsu and Meiji period

Japanese Imperial troops embarking at Yokohama to put down the Satsuma Rebellion - 1877
Illustrated London News

A Japanese silk factory - 1905

French Indochina (1858-1870)

In the southeastern corner of Asia where Indian and Chinese cultures met (thus ‘Indochina’), Napoleon III decided to move on his own to establish French dominance there ... ahead of the possible move of other European powers.  The French had held an interest in the area since the 1600s when French priests arrived there to try to bring the region under Catholicism.  In 1858 the Vietnamese emperor, sensing the dangers of the Western presence in Asia, attempted to expel the missionaries.  But here Napoleon was more successful in opposing the move ... sending a combined French and Spanish-Filipino military force to Vietnam, which overwhelmed the Vietnamese emperor’s forces.  He thus submitted to the French demand not only for the protection of the Vietnamese Catholics, but the opening of Vietnamese ports to French trading.

Then when French troops were removed to fight in China the emperor broke the terms of the treaty ... until the French returned in 1862 and demanded even more drastic supervisory rights in Vietnam. In 1864 the area was then simply converted into a new French territory.

Once again, the French saw themselves as advancing under the imperative of their mission civilisatrice ... endeavoring to bring superior French culture to the "less advanced" peoples of Asia.

Meanwhile, next door in Cambodia, the Cambodian king involved the French in his struggle against the Thai king who had formerly placed him in power.  Now the Cambodian king was hoping to get French assistance in securing his independence from Thailand.  In the end a diplomatic settlement was achieved which gave Cambodia its ‘independence’... at the cost of the loss of part of Laos, which was granted to Thailand in exchange.  Nonetheless by doing so, Cambodia now found itself operating completely under French "protection."
 

The Capture of Saigon by the French - February 18, 1859 - by Antoine Morel Fatio

Singapore

In 1819 the British signed a treaty with the local sultan allowing them to develop a British East India Company trading post on a large island at the very tip of the Malay peninsula, strategically placed to monitor shipping moving between the Indian Ocean and the South China Sea.  Gradually this sparsely inhabited island began to grow in population, heavily Chinese because of all the Chinese workers brought into the settlement to work the rubber plantations developing there.  Indeed, by the 1870s Singapore had turned itself into the center of the rubber industry.
  

The Dutch East Indies

The Portuguese had established commercial relations in the ‘Spice Islands’ of Southeast Asia (roughly today’s Indonesia) as early as the late 1400s.  The trade was highly profitable ... and soon the Dutch got involved through its United East India Company (the Vereenigde Oostindische Compagnie or VOC), which established in 1619 a commercial base at Batavia (modern Jakarta) on the Island of Java.  From there the Dutch constantly widened the sphere of their control ... but lost that position briefly during the Napoleonic Wars at the beginning of the 1800s when Napoleon placed his brother on the Dutch throne and the British reacted by seizing the Dutch holdings in Asia (also Africa).  After the war the area was restored to the Dutch (1816), with some exchanges of territorial control with the British, as the British ceded their settlements on the neighboring island of Sumatra to the Dutch in exchange for the Dutch holdings on the Malay peninsula which were turned over to the British.

The Indonesians naturally had their own thoughts about this Western imperialism, and there were a number of uprisings or wars by a number of Muslim sultans against this Dutch intrusion, especially during the last quarter of the 1800s.  One by one they were suppressed, although one of these uprisings, the Aceh War, lasted all the way until 1912. 
  

The Boxer Rebellion (1899-1901)

Most unsurprisingly, the Western intrusion into China had a huge impact on Chinese society ... part of China deciding that the proper response to the overbearing Western presence was simply to adapt China to Western ways, in the hopes that this might restore China to greatness ... or at least soften the impact of the West's intrusion into China.  But other Chinese grew increasingly bitter over this Western intrusion, angry not only at the Westerners overrunning their country ... but even angrier at the Chinese who had somehow accommodated themselves to this Western intrusion.

Unsurprisingly, A Chinese secret society, the Righteous and Harmonious Fists ("Boxers"), had been forming in reaction to this Western intrusion, dedicated to the complete removal of these non-Chinese influences ... and also any of their own people who had allowed themselves to fall under the sway of the Western outsiders.  And remove such individuals they did ... most bloodily.  And as terrible as the treatment of the Westerners was, the Boxers' treatment of their own Chinese "traitors" was far worse (specifically targeted were thousands of Chinese Christians).
 
But the Chinese behavior served importantly to unify the Westerners (and also bring Japan into action on the side of the Westerners) as an 8-nation alliance which brought in a combined total of about 20 thousand troops, and fairly quickly but also very bloodily crushed the rebellion.
 
The Chinese government (actually not part of the uprising) was forced by angry Westerners to agree to pay a huge reparations payment ... which in fact greatly exceeded the Qing's total tax revenues ... for a period of 39 years.  At this point the Qing dynasty was virtually finished.
  

Chinese Empress Dowager T'zu-Hsi (reigned 1862-1908)

Chinese "Boxer" - 1900
National Archives

French barricades

Japanese barricades

Chinese refugees who have fled to Tianjin (Tientsin)to escape the violence of the Boxer Rebellion (1900)

American Brig. Gen J. H. Wilson, U.S.V., and Lieutenant Turner, 10th Infantry, Aide de Camp. Temple of Agriculture, Peking. 1900. photo by Capt. C. F. O'Keefe.
National Archives

German troops entering Beijing after the collapse of the Boxer Rebellion, 1901

"Within historic grounds of the Forbidden City in Pekin, China, on November 28, celebrated the victory of the Allies." - 1900
National Archives

Dead Boxers outside the walls of Beijing

Destruction of the Western Diplomatic Quarters in Beijing

Boxers awaiting execution

Boxer about to be executed

Japanese executing Boxers as Indian and Japanese troops look on

Chinese Boxer rebels executed by Japanese soldiers - 1900
American Museum of Natural History


EUROPEAN IMPERIALISM IN THE MIDDLE EAST

The Suez Canal

In the early 1800s Europeans began to explore the idea of digging a canal in Egypt that would link the Mediterranean to the Red Sea and the Indian Ocean beyond ... a much shorter route than by reaching Asia in going South around Africa.  It was the French who took the initiative to actually begin the project when Ferdinand de Lesseps received from the Egyptian khedive (Muhammad Ali’s grandson) in the mid-1850s permission to construct the canal.  A commercial company was formed to finance and direct the construction of the canal and work on the canal began in 1859. 

Over the next ten years tens of thousands of Egyptian laborers worked under severe conditions to complete the canal (thousands also dying in the process).  The British, afraid that the canal might increase the competition for its favored trading position in the East-West trade, were opposed to the project and did what they could to have it stopped.  Nonetheless the work went forward and the canal was opened for business in 1869 ... although the project cost twice the anticipated amount and the Suez Canal Company found itself in deep financial trouble.  The result was that in order to avoid bankruptcy, the khedive was forced to sell his shares in the company ... to the British, who bought him out in 1875 (Prime Minister Disraeli pushing hard to seize this opportunity)!  This now began the period of active British involvement in the affairs of Egypt.  Indeed, in 1882 the British (at the invitation of the Khedive) moved troops into Egypt ... to protect their investment in Egypt from a spreading rebellion among angry Muslim traditionalists organizing up the Nile River in the Sudan.

Syria / Lebanon (1860-1861)

When it became apparent that the Ottoman Sultan’s forces were unable to stop the murderous violence between Christians and quasi-Muslim Druzes that had erupted at the beginning of 1860 in the region of Lebanon ... and then spread quickly to the surrounding Syrian region ... Napoleon III took the initiative of intervening there on behalf of the Christian community (again, with the British opposed, because they did not want to see French imperial influence expanded there).  French troops sent that summer quickly separated the warring parties ... and then Napoleon called an international conference in Paris to work out peace terms.  The next summer Napoleon pulled his troops out of the region having achieved peace ... a hero in the eyes of his Frenchman.  France would henceforth be a serious factor in future developments within the region.

The Balkan peninsula

With the Ottoman Turkish Empire in a clear state of decline, the temptation presented to the major European powers to take whatever control they could in the Balkan region of Southeastern Europe became too great to resist.  Especially ambitious in this matter was the Austro-Hungarian Empire, landlocked in central Europe ... and hoping to pick up a coastal position on the Mediterranean in order to position a naval base there of its own.  But Russia, itself failing to have any unimpeded access to the Mediterranean, was just as ambitious in this matter.

However, the same Ottoman decline also increased greatly the rising spirit of nationalism of Ottoman Turkey's former subject peoples in that same Balkan region (Greeks, Bulgarians, Romanians, Serbs, etc.).

But remembering the devastation caused by the Napoleonic Wars, and the way those wars led the Europeans to fall into devastating conflict with each other, the major powers gathered in Berlin in 1878 ... in part to decide how they wanted to quietly divide up the dying Ottoman Empire, theoretically still governing parts of this strategic region.  They wanted no wars among themselves to arise from this shift in the European power picture.

They ultimately decided to leave the matter to the newly rising, local interests of the Greeks, Serbs, Bulgarians, etc. ... Christian societies eager to confirm formally their independence from the Ottoman Empire ... even to gain the rights to expand their holdings in the region as free nations. 

The Turks were naturally part of these discussions, not really happy to see what was happening to their empire, but not in a position to do much diplomatically on their own behalf.

And so it looked as if the European powers had succeeded in preventing a thorny question close to home (right there in Europe itself) distract them from looking further abroad where much greater imperial challenges awaited them.  But all of this still left unanswered the question of how the Serbs, Greeks, Romanians, Bulgarians (and other locals) were going to hold onto that same diplomatic caution ... as each of them began to look for greater national expansion in the surrounding Balkan world.  This was going to produce some serious conflicts among these local players.  Ultimately this problem would become one monumental in size ... the cause of the startup of World War One in 1914.

A French expeditionary force landing in Beyrouth (Beirut) - August 16, 1860

Russian and Bulgarian troops defend the Eagle's Nest at the height of the Shipka Pass in the Balkan Mountains against Ottoman Turks - 1877 by Alexey Popov, 1893
K. Savitsky Art Museum, - Penza, Russia

British General Charles Gordon

THE PARTITIONING OF AFRICA

With the exception of the Dutch (the Cape) and Portuguese (Angola and Mozambique) colonies in southern Africa, Europeans had involved themselves with Sub-Saharan Africa only marginally, setting up trading posts (prior to the early 1800s mostly concerned with the slave trade) and naval refueling posts at various points along the African coastline.  What lie beyond coastal Africa remained largely unknown to the European.  To them Africa was a "dark" and dangerous continent: unbearable heat, jungle growth, malaria and dangerous tribes made the costs of exploration and settlement appear greater than the possible rewards.

But attitudes on this matter were changing by the mid-1800s.   Christian missionaries were beginning to explore the interior hoping to improve both the spiritual and physical life of Africa. Most prominent among these missionaries was the medical missionary David Livingstone operating under the London Missionary Society.  Newspaper accounts of his exploration of the dark continent in an effort to map out the African interior ... but also in the face of constant sickness and physical hardships ... stirred a great interest among Europeans and Americans.  Then when Livingstone disappeared from view, an American journalist, Henry Stanley, decided to go searching for Livingstone.  He not only finally discovered the doctor but subsequently in return visits (1878-1885) discovered as well the vast riches of the African interior.  In this he was supported by the Belgian king Leopold II who was also interested in the further exploration of this African wealth.   Soon Stanley’s ability to gain for Leopold trading rights with the local tribal chiefs finally stirred the interest of other European monarchs.  The French dispatched Pierre de Brazza to the same area and established in 1881 a French base on the Congo River at what would become Brazzaville.  That same year they also expanded their French reach in the north of Africa from Algeria eastward to Tunisia and in 1884 to the west of Africa in the region of today’s Guinea.

The Berlin Conference of 1884-1885

When Germany began to show interest in the scramble for African territory, Bismarck invited fellow Europeans to hold a conference in Berlin to decide how to apportion spheres of European influence across the African continent.

Representatives from America and nearly all of Europe gathered in Berlin in late 1884 to sit down with the sketchy map of Africa ... and decide on basic rules (including the requirement of "effective occupation") guiding the carving up of Africa into colonial domains.  Leopold subsequently had his holdings in the Congo region (what would eventually become the Congo Free State) confirmed by fellow European monarchs.  The Portuguese, the Dutch Boers and the British had their previous positions in southern Africa also confirmed.  And Britain’s position in Egypt, including assigned dominance in the Sudan and the upland sources of the Nile (but also reaching across Uganda and Kenya to the Indian Ocean) was also confirmed by the other Europeans.  The rest of sub-Saharan Africa, east and west, was then divided among the English, French (the French getting most of Saharan West Africa), Germans, Spanish and Italians.  Only Liberia (an American creation earlier in the century ... as a home for American slaves repatriated to Africa), the Sultanate of Morocco, and the Christian Kingdom of Ethiopia were left unassigned.



The Berlin Conference of 1884 - Bismark directs the carving up of Africa


Africa partitioned into European imperial holdings

French explorer Pierre Savorgnan de Brazza in Africa

King Leopold of Belgium who ran his private Congo landholding like a tyrant
Belgian Government Information Center

THE IMPERIAL FALLOUT

Now a race of sorts was on.  Nationalist spirits were pumped up by a rivalry that was supposed to be orderly, following certain diplomatic rules, and involving literally the entire world as an object of European domination (the Americans also wanting into the game).  Navies were critical to the ability to put a national player in position to follow imperial designs, and a naval race of sorts began to unfold among the Europeans ... much to the distress of Britain which felt its dominant position on the high seas threatened by all this buildup ... especially by the German buildup once Wilhelm II took over from Bismarck in 1890.

Alliances were beginning to be formed among the competitors, in the hope that these would advance the political leverage of the national contenders.  In 1879 Bismarck signed a pledge with Austria-Hungary that promised German aid if Russia were to attack Austria (and vice-versa).  The agreement was also that if Germany or Austria were to be attacked by some other European power, the partner in this alliance would at least remain neutral (the unspoken understanding being: "in case of an attack by France").  Bismarck knew how badly the French wanted the lost provinces of Alsace and Lorraine back ... and expected trouble from the French on that account.  In 1882 the alliance was expanded to include Italy ... mostly to bring Italy into an alliance aimed at France (Italy purposely excluded Britain as a potential adversary).   This would be the beginning of an alliance system that would push the European powers dangerously close to a war that could ... and would ... quickly get out of hand.  But for the moment, no one saw the dangers ... yet.




  Miles H. Hodges