The Policy Space for the Indigenous Peoples of México
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Transcript of The Policy Space for the Indigenous Peoples of México
The Policy Space for the Indigenous Peoples
of México
MA International Cultural Policy and Management
1259916
Index
Introduction and motivation…1
The indigenous issue…9
Looking for a theory to make sense of cultural phenomena…14
Current status of the multiculturalism debate…16
Brubaker: against groupism…18
Alexander: where recognition really happens; multiculturalism is happening…22
An example…29
Summing up…31
A description of the policy space for indigenous issues…33
Article 2…38
Conclusions…45
Appendix 1…47
Appendix 2…48
Bibliography…52
1
INTRODUCTION AND MOTIVATION
The aim of this dissertation is to inform the reader about the current status of the
indigenous issue in Mexico as observed from a cultural policy studies perspective. To
approach the subject, I follow Ahearne’s take on cultural policy as constituting “not simply
a predefined object for cultural history, but also a particular ‘lens’ through which cultural
history more generally can be approached” (Ahearne 2009, 142). I begin by situating myself
in the discussion: I explain why I decided to do research on this topic; expose the
complexity of the phenomenon and some of its analytical problems; and lay out the
immense limitations of my work. Next, I expose and discuss the ideas of Brubaker and
Alexander and critically situate them within current academic discussions related to the
issue. From the discussion, I draw out some ideas with which I then move on to analyse
Article 2 of the Mexican constitution. Finally, I conclude with a reflection regarding public
policies both reflective of and informed by Mexico’s ‘pluricultural composition’.
I chose this topic for two reasons. Since I first read the article where Ahearne
explores the distinction between implicit and explicit cultural policy (Ahearne 2009), the
idea of considering all public policies as a form of implicit cultural policy has been in my
mind. I thus started to think of existing public policies that should necessarily affect
‘cultures’ or some of the cultural traits of a particular group in society. I thought of those
regarding food, specifically about the ‘most available grain to a culture’: the case of maize in
Mexico. A public policy affecting the cultivation of maize, I thought, must necessarily
affect the everyday life of most or some Mexicans. Then I remembered I had heard how
Mexico’s signing of the North American Free Trade Agreement (NAFTA) with Canada
and the USA had transformed the country from a producer of most of our maize needs to
an importer. In this case, I thought, an economic policy –NAFTA –will necessarily have a
cultural impact; the numbers (import vs. production) here are not essentially relevant –they
2
would be indispensable for a complete analysis of a specific case, though –, what is striking
is considering the possibility of a change of lifestyle that was not considered in the policy. Its
governmental evaluation is precisely designed in terms other than cultural (e.g. the price of
a kilo of tortillas). Currently, to compete with the prices of the USA market, the government
is evaluating the introduction of genetically modified (GMO) varieties of maize for
commercial production. Various groups –NGOs, intellectuals, artists, researchers, small
farmers unions, indigenous organizations –have protested: “Sin maíz, no hay país.”1 Their
claims all include a cultural component (e.g. México is the international centre of origin and
diversification of maize; for the indigenous, maize cultivation is not only seen as a means to
obtain food but as an essential part of their idiosyncrasy); via their protests, ‘culture’ has
been included into the debates and expanded the critical horizon: NAFTA is not the origin
of all maladies, it is but one more policy in Mexico’s long history of agricultural
decomposition. Peasants, in their majority indigenous, have protested claiming that the
introduction of transgenic maize is a direct attempt against their way of life and traditions.
This issue, not surprisingly, is now part of the indigenous cultural and land rights political
agenda.
Having identified NAFTA as a possible example of those “various kinds of policy”
with “unintended cultural side effects” –one of the two kinds of implicit cultural policies
that Ahearne distinguishes –(Ahearne 2009, 144), I decided to further my considerations. If
we consider the possibility that all public policies can have unintended cultural side effects,
what happens in the case of the indigenous populations of México given that they are
officially recognised as ‘cultures’ or a group of cultures and are object of specific, special
policies? Should we consider all these policies ‘cultural’? This is how I came up with the
topic of my dissertation. Because cultural phenomena are repellently densely complex and
their analysis can be approached from a variegated corpus of theories and knowledge areas,
1 “Without maize, there is no country.”
3
the research project I began, the literature I came across, naturally drove me in other
directions. Notwithstanding, the above questions are somehow present throughout the
work and, in a sense, I try to answer them, from a different perspective now, in the
conclusions.
The second reason is of a rather political character, and it is my motivation, as well.
Having decided upon my subject, ‘the indigenous populations of México’, I soon came
across the facts that substantiate the common knowledge that in Mexico ‘indigenous’ has a
synonymous relation with ‘poor’ (underdeveloped, uneducated, hungry) and ‘peasant’
(rural). The majority –around 90% –(Presidencia de México 2012, 48) of the indigenous
inhabitants of México are ‘poor’ –present a lower human development index (HDI)
compared to the non-indigenous inhabitants; live in marginalized municipalities; suffer
social lacks; live in poverty in terms of income; suffer multidimensional poverty; are
socioeconomically vulnerable –and have historically found themselves in such condition.
The fact is, as well, that 65% of the in the indigenous live in rural areas. My question here
is: Why are these populations, culturally identified as indigenous and subject of special
policies, in this situation? There must be something inherently wrong in these policies to
account for their poor results.
With this in mind I began my research. Soon I found out that I have no idea
whatsoever who these indigenous peoples are and, obviously, not a clue of what their
worldview looks like. I mention this because, as we will see later on in the policy analysis,
an important part of the problem of the ‘indigenous issue’ is due to a lack of
communication originated by faulty language and education policies, which are, in turn, due
to a problematic interpretation of how to manage or deal with pluriculturality.
As I began delving into the issue, I realized that what I would be confronted with
was an indelimitable, extremely complex subject. Academicaly, the indigenous issue has
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been studied and written about by researchers from the fields of sociology, anthropology,
philosophy, political studies, economics, cultural studies, law studies, and, more recently,
from combinations of sub-disciplines or schools within or related to these disciplines. Soon
I also realized that the indigenous issue is embedded in a very rich discursive mass,
surrounded by the rich-in-themselves worlds of journalism, public opinion and perception,
current affairs in micro and macro politics, activism, and NGOs, among many others. To
add more complexity to the matter, it should be noted that the problems, questions,
actions, and epiphenomena related to the indigenous issue do not have a historical
continuity. There are problems that are constantly referred to –injustice and
underdevelopment, for example–, but new ones arise. Claims in society regarding or related
to the indigenous issue come from different actors in society. At one moment in history,
the indigenous issue might refer to the economic and ‘cultural’ problems of the indigenous
population; anthropology, at its time, might serve as the discipline towards which the
government turns to in order to inform itself as to which is the best way to deal with the
issue and design policies; and journalism might be predominantly promoting the greatness
of Mexico’s indigenous past influenced by the ideas of a folklorist activist movement
originated at the political studies department of a private university in which an influential
group of students attended a conference on multiculturalism by a renowned philosopher
and decided to ‘do something about it’. The different discourses and actions performed by
different actors representing different political or philosophical positions –individual or
collective –and claiming adscription to groups or institutions that share cultural traits vary:
new voices arise, others tune out and new ideas inform different actors in different ways,
driving them in various performative directions. Perhaps, an analysis similar to the one
Bourdieu made on the phenomena that he considers account for the ‘cultural field’ might
be helpful. A description of the interrelations, actions, positions, etc. of the actors –and
possible actors –within the indigenous issue field could serve as an analytical blueprint
5
from which to part from; but, as we will see later, it might not suffice or could even be
rendered useless in particular cases labelled ‘indigenous issue’. For example, there is
sufficient information and available research on the historical and current official
governmental discourse and the corresponding policies regarding the indigenous issue to
understand how the government has related to the peoples that it traditionally identifies as
objects and subjects in and of the indigenous issue. Notwithstanding, that would only show
us a general, up-front political picture or scheme; we would still need a description and
analysis of the micropolitics of that same relation. Micropolitics usually come into scene by
means of another actor: journalism. Journalism usually informs of very specific cases
related to the indigenous issue. The specificity of the cases further complicates our attempt
of a general description of the indigenous issue field because it makes us notice that the
range of actors implied in a specific case is so broad that we feel a drag towards the
‘individual’, away from ‘goupism’ and labels. An attempt at a general description of the
indigenous issue field is clearly out of the limits of this work. Furthermore, this work itself
contests the pertinence of such general descriptions of the battle field.
Before moving on, I would like to expose the main limitations of this work, to
express what this essay is and, more importantly, what it is not. I have already briefly
touched on the complexity of the subject. Such complexity might best be tackled by
choosing to observe and analyse, for example, one policy (e.g. Education) and one ‘key’
interrelation (e.g. federal government-two relevant NGOs-one indigenous population); or
by choosing one or two case studies and looking at them from a cultural policy studies
perspective. I failed in my attempt to reduce the scope of the investigation. The pull from
the many different actors’ discourses constantly dragged me towards different discussions
taking place in different levels and sectors of the indigenous issue political space. I account
this to the ambiguous, open-for-interpretation space in which most of the debates about
topics related to the indigenous issue take place. This dialogical space, as we will later see, is
6
the result of a grave deficiency of policies to enact the indigenous populations’ rights
recognition as stated in the national constitution. In terms of the second possible strategy
to reduce the scope of my investigation, I kept running into a double-walled dead-end
alleyway. The first wall was the impossibility of doing ethnographical work of the one or
two case studies that I would have chosen. As we will later on see after the discussion of
the work of Brubaker and Alexander, I believe that an analysis of cases labelled as
‘indigenous’ necessarily requires close ethnographic work; and I could even suggest that any
analysis of a cultural phenomenon should include ethnographical work. Notwithstanding,
one could argue that there is enough available information to do case study analysis
without the need for ethnographical work, that is, that one could consult available
ethnographies. This is where the second wall stands: I cannot ascertain, from the distance,
that what I am reading is the actual voice (e.g. ‘will’, ‘claim’) of the indigenous people
involved in a particular case. The literature around the indigenous issue is full of statements
ascertaining what the indigenous populations want; these statements are hard to take at
face value when we consider, precisely, the policies regarding indigenous populations’
rights to language, education and consultation. The few case studies I located in which it is
clear that we are reading the actual voice of an indigenous person, family or community,
tend to demonstrate why it is convenient to follow Benhabib’s and Brubaker’s
recommendations to avoid ‘groupism’ (Benhabib 2002; Brubaker 2004) and the need for
close ethnographical work. This work is paradoxical in a sense: I have tried to inform
myself by means of a huge amount of generalisations while exposing why the indigenous
issue should best be approached in a case study basis implying ethnographical work. This
work is not an extensive analysis of the indigenous issue, nor does it extensively cover all
the discursive terrain around the issue; it does not include a vast literature review –I have
focused on only some authors–; and it does not present a profound analysis of policies –
little knowledge of public policy theory and law limited my critique. These enormous
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limitations led me to think of this work as a ‘brief’ on the indigenous issue of México from
a cultural policy studies perspective.
Finally, before describing the subject of study, I would like to justify why I consider
this to be a case for cultural policy studies. To do so I will briefly discuss Bennett’s position
regarding “the proper object of analysis for cultural policy studies” (Bennett 1998, 279) as
exposed in his article “Culture and Policy, Acting on the social” (1998). Bennett begins by
discarding two “definitional options” for cultural policy studies: a broad one and a narrow
one. Respecting the broad one, he questions whether we should
view cultural policy studies as a loose alliance of a somewhat disparate set of concerns
which have little in common beyond the obvious consideration that, in some way or
another, they are all concerned with some aspect of the ways in which modern
governments involve themselves in the sphere of culture (…) but without there being
much shared ground between these except in so far as they form a recognisably distinct
component of the broader realm of public policy? (Bennett 1998, 271-271)
It is not clear to me exactly what he identifies as the problem of this definition, for he
merely “argues its insufficiency, particularly when viewed from the perspective of the role
that should be accorded cultural policy studies within the broader concerns of cultural
analysis” (272). Apparently, for Bennett cultural policy studies is an analytic direction one
can take when doing cultural analysis. I, on the contrary, tend to see cultural analysis as one
of the necessary tools for cultural policy studies. For Bennett, what “coheres the field” is “a
historically distinctive set of concerns and relationships through which cultural resources
are managed” (272). Though it is not clear from his text what ‘cultural resources’ exactly
are, I infer, from his description of the work done at the Australian Key Centre for Cultural
and Media Policy (AKCCMP) and of the four areas of concern for cultural policy that he
8
identifies, that what he is referring to are the economic and institutional resources available
to a government that can be allocated for existing cultural policies or programmes. So, for
Bennett, the proper objects of study for cultural policy studies are historical concerns to
which the government has turned to and that we can identify because there is a flow of
cultural resources directed at them via cultural policies. I find this definition problematic
because by turning the government into the key actor (i.e. as official recogniser of those
historical concerns) within cultural policy studies, cultural phenomenon affected by policies
that do not involve an explicit allocation of cultural resources go unrecognised. Cultural
policy studies in Bennett’s version could be thought of as a think tank to inform and
evaluate existing cultural policies. This might be the reason why he positively describes the
work done at the AKCCMP, covertly suggesting it as a model. Contrary to Bennett I opt
for a broader view of cultural policy studies, such as the one quoted above, simply because
it allows us to recognise and consider as subjects of study cultural phenomena that have
not been historical concerns to which the government has explicitly responded by
managing cultural resources via cultural policies; cultural phenomena in which we rather
notice a cultural effect product of one or various kinds of policies. Some, like Bennett,
might find it troubling that a broad definition seems to be an open invitation for any
phenomenon recognised as cultural to be analysed from a cultural policy studies
perspective. I find it coherent for, as I have previously exposed, I believe all policies,
implicit or explicit, have, intended or unintended, cultural effects. Following this argument,
I would say that we can find policy relations for any given cultural phenomenon. Cultural
policy studies, in this sense, should explore the cultural rationale behind policies and their
cultural impact or effect. In the conclusions I will further even more as to how
governments could operate bearing in mind these considerations.
9
THE INDIGENOUS ISSUE
Because what we were confronted with was not an indigenous “problem”: the indigenous are not a problem, what
constitutes a problem was (and is) the nation and, thus, autonomy should have been an answer to this national
problem. This is why we spoke about the ethno-national issue, and not only about the ethnic issue or the indigenous
issue.2
Héctor Díaz-Polanco (Guanache 2010, 22)
So, what exactly is the indigenous issue? And whose issue is it, anyway? Above all, the
indigenous issue is a label. As such, it is a human construct, an idea. As such, it is a slippery
conception whose usefulness is extremely contested. Though fundamentally originated
from a top-down perspective, references to the indigenous issue have historically come
from different actors in society, representing reinforcing, contradictory or dissenting
positions. In a very broad sense we could say that the indigenous issue is a concept socially
used to archive or register all events and discourses related to indigeneity in Mexico. In a
narrower sense, it refers to the question posed from a non-indigenous politics position as
to what should be done in respect to the fact that there are indigenous populations in the
territory; it points out the historically problematic relation between indigenous and non-
indigenous humans in the federal constitutional republic of the United States of México3.
The indigenous issue has a history of prominence and silence that has been
described in the work of many anthropologists, social theorists, historians, indigenous
activists, etc.4. Recently, it became notorious after the Zapatista uprising of 1994. After
2 My translation.
3 México is a toponym derived from náhuatl –the indigenous language with most speakers. The most accepted interpretation is that it means “navel of the moon”. 4 The bibliography is vast. Most articles that deal with the indigenous issue touch, in one way or another, on its history. I would point the reader to the work of Guillermo de la Peña and Rodolfo Stavenhagen because they are available in English. The best starting point, though, is in Spanish: the Programa Universitario México Nación Multicultural (México Multicultural Nation University Program) of the National Autonomous University of México, created and directed by ethnographer
10
that, this conception of the problem or group of problems related with the indigenous
populations lost intellectual validity because it was described and denounced –together with
concepts such as ‘indian’, ‘indigenous’, ‘native’, ‘ethnic’, etc. and their plural forms (e.g.
‘first nations’, ‘ethnic groups’) –as not only contestable but intrinsically colonialist (Zolla
and Zolla 2004, question 1). One of the main problems is that it groups together
sociocultural phenomena of very variegated kinds and regarding populations with diverse
traditions, interests and claims, justifying its concreteness by means of contested ideas (i.e.
that they are direct descendants of the peoples living in the territory before colonization).
As we will now see, the diversity of languages and traditions of the indigenous populations
of México is immense; grouping them all together as a single unit can only be explained in
socio-political terms, but not cultural. I am aware of the problem of speaking about the
indigenous populations of Mexico as a unit; nonetheless, I will do so in order to present a
brief general overview of whom these indigenous peoples are.
To identify indigenous Mexicans the government uses two criteria: language and
self-adscription. Using algorithms and methodologies developed by the National
Commission for the Development of Indigenous Populations (CDI) to analyse the data of
the 2010 national census, the indigenous population of México was calculated at 11 132
562 inhabitants, representing 9.9% of the total population (CDI 2012, 26)5. They are
José del Val, offers very complete information and resources. An important part of information I deal with here is linked there. [www.nacionmulticultural.unam.mx] 5 Curiously, this same document, CDI’s 2011 brief Acciones de Gobierno para el Desarrollo Integral de los Pueblos Indígenas [Governmental Actions towards the Integral Development of the Indigenous Populations], opens up by proudly stating that México has the most numerous indigenous population in the American continent given that 15.7 million people consider themselves indigenous (7). This is the figure that considers both language and self-ascription before CDI’s own methodologies and algorithms are applied. The figure of indigenous population in México referred to by politicians varies depending on the context. We could probably look for a pattern in which the lowest figure (the 6.7 million indigenous that speak an indigenous language) is referred to when the situation is that of redistribution. In the current president’s national development plan, this lower figure is referred to; not surprisingly, one of the first ‘actions’ of Enrique Peña Nieto was to start the “Crusade against hunger”, a programme coordinated by the Secretariat of Social Development which was launched in Las Margaritas, an indigenous municipality with a high degree of marginalization, which was occupied by the Zapatista National Liberation Army (EZLN) during
11
distributed, linguistically, into 68 language groups6. Geographically, there are indigenous
Mexicans in all the states and in all but 30 of the 2 438 total municipalities of Mexico (CDI
2006, 7). From a communicative and performative position that we will later criticize,
governmental documents insist in reporting 662 indigenous municipalities –those where
indigenous people represent 40% or more of the total population –concentrating 62.4% of
the total indigenous population (CDI 2010, 19). In an attempt to focalise indigenous
populations and considering that some of the indigenous communities inhabit territories
that cross state boundaries, they have been ‘regionalised’ into 25 areas throughout the
country7.
I will not stop to analyse these figures or present more, because it is not primordial
for this work. As I will later propose, once recognition is officially stated, it is incongruous
and even inconvenient to take measures (e.g. design and apply policies) by valuing ‘cultures’
depending on the size (relevance) of the population –though this is what may have been
happening, implicitly, in México for a long time8. This will become clearer when we touch
on the issue of poverty and redistribution. As Boltvinik has suggested, speaking about the
socioeconomic indexes of the population in general, when you have 80% of Mexicans
living in some condition of poverty9 you cannot consider redistribution policies, you
its 1994 uprising, and which is localized in Chiapas, the state with the second largest indigenous population in the country. The Crusade was identified with the indigenous issue by journalists; to no surprise, if we look at the Crusade’s website, full of indigenous imagery. On the other hand, the 15.7 figure is referred to when the situation is that of recognising our rich cultural heritage. 6 There are 364 variations of these 68 language groups. In accordance with this figure, we speak of 68 indigenous peoples. 7 Maps of ‘indigenous Mexico’ are also available. 8 I had no access to a historical demographic reconstruction of the indigenous peoples of Mexico. Apparently, there is one developed by Benitez Zenteno (Análisis Demográfico de México [Demographic analysis of México] (México: IIS-UNAM, 1961)). The point in which the indigenous became a minority is contested, as are estimates as to how many ‘indians’ inhabited Mexican territories before 1492. In 1895 they were already a minority (INEGI 2009). Nonetheless, indigenous peoples have historically been conceptualized, culturally and politically, as a minority. 9 This figure, as he exposes, can be drawn not only from his own methodology, but from the government’s own measurements (see Appendix 1).
12
require completely different policies, considering the fact that focalizing 80% is rather
absurd (Boltvinik 2013).
I want to finish this section by introducing a critical problem that will be better
explored in and after the discussion of multiculturalism. I hope that by this moment the
reader has noticed a slight but crucial discursive phenomenon: up to this moment all that I
have written and all the texts I have referred to speak about indigenous populations as
‘them’. Who are they? What do they think? How do they perceive themselves and ‘others’?
The history of the indigenous populations of Mexico is always the history of ‘them’. We
have characterised them, named them, grouped them, peacefully and violently invited them to
join ‘modernisation’, ‘development’, ‘growth’, ‘technology’, ‘progress’, and many other
small and big scale national projects, but we have worried little about what they think or
what they want. How can we address them? Can we look for one answer for all the
indigenous peoples?10 The fact is we have not even made an attempt to speak their
languages. Their words are always mediated. This is the main reason why I do not wish to
expand on the description of our indigenous past, present or future: there is no common
communicative ground and, as we will later on see, current policies do not –at least
explicitly –propose to change this situation. Most statistics, figures, descriptions, accounts
and researches are unidirectional: from the non-indigenous Mexicans to the indigenous
Mexicans or to non-indigenous Mexicans about the indigenous Mexicans. Indigenous
peoples are poor, we say, but have no idea what each of the more than eleven million
recognised indigenous Mexicans think about it. We will see how the constitution has set a
reasonable terrain in which policies coherent with ‘pluriculturalism’ can be designed and
applied. Before, we will discuss some recent conceptions of topics related to indigeneity in
10 This question does not only address the problems of multiculturalism and ‘groupism’ that we will now tackle, but of the democratic project itself. As such it is explored in the form of “mass as subject” by Sloterdijk in Die Verachtung der Massen. Versuch über Kulturkämpfe in der modernen Gesellschaft (Sloterdijk 2009 [2000]).
13
order to have a critical position from which to analyse the policy space for the indigenous
populations of México.
14
LOOKING FOR A THEORY TO MAKE SENSE OF CULTURAL PHENOMENA11
The indigenous issue has, directly or indirectly, been approached by intellectuals and
researchers from various disciplines. Some disciplines like anthropology and ethnography
have shown historical persistence in analysing and theorizing issues related to indigeneity.
The socio-political relevance of their accounts, theories, ideas, and proposals has widely
depended on the situation of national, international, and world affairs, and, perhaps more
recently, on the socio-cultural field of interrelations that has formed around the issue itself.
It is important to note that the relation between these disciplines and their studies related
to indigenous peoples is far from unidirectional. I believe it has rather become
multidirectional –this might account, in part, for its complexity. Research on indigenous
issue related topics has not always or not entirely proceeded from academia. During
México’s indigenista period12, for example, some anthropologists were incorporated into the
government in tailored positions designed to deal with the indigenous populations not only
by means of programmes but also by doing the research that substantiated them (de la
Peña 2005). This became a constant in the different institutions that have been created or
reformed as a response to the indigenous issue13. This situation helped the indigenous issue
permeate into academia in the form of a problem that had to be solved. Also, theories and
ideas coming from academia permeated into the many actors within the indigenous issue
11 I am indebted to Brubaker and Alexander. Their work does not only inform the present text but has pointed me in the direction of a way to look at –or, rather, ‘way not to look at’ –the social world. 12 A period starting after the Revolution (1910) in which “the indigenous peoples (…) were conceived of as being not simply an integral part of the dispossessed masses, but also bearers of a valuable culture that should enrich the national patrimony.” (de la Peña 2005, 724) 13 Currently, the Director of CDI, Nuvia Mayorga, is not an anthropologist. She is an accountant with little proven experience in indigenous issues. Her appointment was not well received by some leaders of indigenous organizations, researchers and intellectuals (Warnholtz Locht 2013; Amador Tello 2013). Until 2009, all the Directors of CDI and its predecessor INI (National Indigenous Institute) had a proven trajectory in indigenous matters. The reform of the name of the official institution for indigenous issues from ‘institute’ to ‘commission for the development’ might imply, in Fraser’s terms (Fraser 1995), a change of policy rationale from recognition to redistribution. An in depth comparison of how the programmes and policies proceeding from these institutions changed should be considered.
15
field (e.g. activists and NGOs) who at their time communicated them to indigenous leaders
and communities. Furthermore, some of the indigenous people who have benefitted from
educational programs –historically designed as a means of assimilation –have both done
research and served as communicators between researchers and indigenous peoples and
organizations. This partly accounts for the diversity of approaches that various disciplines
within the social sciences have taken. Currently, for example, multiculturalism as a theory is
approached from a political perspective which focuses on the socio-political implications of
multiculturalist theories.
In this section I will discuss the ideas of two researchers that have approached
issues of multiculturalism, ethnicity, indigeneity, assimilation, recognition, redistribution,
groupism and citizenship, among others. After reviewing the literature dealing with these
issues, I chose them because they offer a way to observe, think of, and understand culture that
might prove helpful to analyse the indigenous issue and discuss its policy space. I
emphasize ‘observe’, ‘think’, and ‘understand’ because this is what distinguishes them from
many theories that are problematic for one or a combination of three reasons: “the
tendency to take groups for granted” (Brubaker 2004, 7-8) (e.g. ‘indigenous populations’);
“uncritically adopt categories of ethnopolitical practice as our categories of social analysis” (Brubaker
2004, 7-8); and/or part from a conception that there is a homogenous sociocultural
problem to be solved (c.f. Benhabib 2002). These kinds of theories can serve as a starting
point from which to approach cultural phenomena similar to the indigenous issue in
México, but not necessarily as tool kits to solve problems of multiculturalism in modern
states.
16
Current status of the multiculturalism debate
Currently, theories related to or that can help observe and think of issues categorised as
indigenous14 have been grouped together under the umbrella term ‘multiculturalism’ (i.e.
‘approaches to’, ‘contestations of’, ‘theories of’). There is, as Kivisto observes, “no shortage
of multicultural theories and philosophies of multiculturalism, with a rather substantial
number of efforts having been made to specify particular versions and indicate how they
differ from other versions.” And, he goes on to explain, “the bulk of this work (…) has
‘largely revolved around normative theory’ (…) contrasted to a poverty of empirical
research on multiculturalism.” (2012, 4) This means that we have a lot of theory trying to
propose how multiculturalism should be (as opposed to how it happens) –an example of
taking ethnopolitical categories as categories of analysis–, and a lack of accounts, data,
examples, ethnographies, etc., not only to substantiate the theories but to inform about
these issues in general.15 Confronting this panorama, Sciortino and Kivisto have both
insisted on the need for a good theory. For Sciortino, the lack of a “coherent theoretical
framework” is due to “the fragmentation of research and researchers according to issues
rather than problems”; he explains that ‘race’, ‘ethnicity’, and ‘nationhood’, for example,
have been considered “different forms of organization, inhabited by different kinds of
empirical actors.” Furthermore, he denounces a split in sociological scholarship “between
those who see cultural difference as mere decoy for power inequalities and those willing to
take, at face value, the description of reality performed by the individual actors.” (Sciortino
14 Most theories refer to ‘ethnic (goups)’, instead of ‘indigenous’. The main distinction appears to be that ‘indigenous’ necessarily implies an original (claim to) belonging to a territory (land). Though the terms are not necessarily synonymous, their usage has depended more on the socio-political history of particular territories. A discussion of the differences between ‘ethnicity’, ‘indigeneity’, ‘aboriginal’, ‘natives’, etc. is out of the limits of this work. However, such a distinction is not primordial here, for we will follow the cultural sociology approach that proposes to observe all of them as “difference-based interactions”. Empirically, though, the difference might be significant in the different kinds of claims that different actors could make respecting one or many of this “semantic constructions” (Sciortion 2012, 378). 15 The fact that we have more multicultural theories (as opposed to theories of multiculturalism) might be related with academia’s position within the indigenous issue field.
17
2012, 366-367) Kivisto, on similar terms, tries to offer not a theory, but an “elemental
framework of analysis” that parts from a “sociological account of multiculturalism, an
account that is different from philosophical accounts, policy positions, and polemics”, and
upon which a more robust theory can be built in the future (Kivisto 2012, 5). Brubaker, in
other terms, refrains from speaking about a theory or theoretical framework and rather
focuses on how to do analysis avoiding ‘primordialism’ or ‘essentialism’; that is, to take
common sense categorisations (e.g. ‘ethnic group’, ‘multiculturalist struggle’) as something
to explain things with, instead of as a key part of what we want to explain (Brubaker 2004,
9). Though normativity was the common fashion, recent works like the ones we will
discuss, try to move away from the socio-political discussion in order to acquire critical
distance that allows for an adequate observation and analysis of sociocultural phenomena.
In general, I would say that there are two principal tendencies in academic debates over
multiculturalism. One, to distance observation, analysis and theory from the debate –to
abandon the debate –by denouncing the problems of taking for granted categorisations and
using them as categories of analysis; and, the other, to set the terms of the debate and the
terrain in which related issues should be discussed (e.g. collective rights vs. individual rights
from a political and philosophical perspective)16. Though theories coming from both
tendencies appear to be opposed in that their objectives are set in different levels of the
phenomena, they nurture each other. Theories from the former consider theories from the
latter as part of the observable phenomena. Theories from the latter are constantly
reformulated and critical positions restated due to observations from the former17. From a
cultural policy studies perspective, both serve as means to understand the indigenous issue
16 For a description of one of the more interesting fields of debate –in this case regarding the politics of the concept ‘indigenous people’ –I point the reader to Barnard’s “Kalahari revisionism, Vienna and the ‘indigenous people’ debate” (2006), an account and discussion of the controversy unleashed by Kuper’s attack on the concept. 17 Kivisto exemplifies with Glazer’s change in position regarding ‘affirmative action’. (2012, 1) Fraser’s reconsiderations and reformulations around the ‘recognition vs. redistribution’ debate could also serve as an example. (Fraser 1995; Fraser 2000)
18
and then analyse the policy space: the former as a way to observe the complete picture and
the latter as part of the politics of the phenomenon.
Brubaker: against groupism
Starting from a criticism of ‘groupism’ in the social sciences, Brubaker develops his ideas
on how not to observe issues related to ethnicity, race, nationalism, ethnic violence,
identity, collective memory, migration, assimilation, and the nation-state. In
correspondence with Sciortino, he views these themes not as “things in the world, but as
“perspectives on the world”; as “ways of perceiving, interpreting, and representing the
social world” (Brubaker 2004, 17) that can be addressed by different actors through
categories, schemas, encounters, identifications, languages, stories, institutions,
organizations, networks, and events. Curiously surprised by the fact that the concept of
‘group’ has remained unscrutinized –considering that several traditions of social analysis
have challenged it –and that there is sparse literature addressing it in comparison to the
immense literature on ethnicity, gender, identity or multiculturalism, he sets to point out
the consequences of “taking discrete, bounded groups as basic constituents of social life,
chief protagonists of social conflicts, and fundamental units of social analysis”; of treating
“ethnic groups, nations, and races as substantial entities to which interests and agency can
be attributed”; of reifying “such groups (…) as if they were internally homogenous,
externally bounded groups, even unitary collective actors with common purposes”; of
representing “the social and cultural world as a multichrome mosaic of monochrome
ethnic, racial, and cultural blocs.”(Brubaker 2004, 7-8) Brubaker understands this tendency
as a general social common-sense view, but one that should not be relied upon for analysis.
“Ethnic common sense (…) is a part of what we want to explain, not what we want to
explain things with; it belongs to our empirical data, not to our analytic toolkit.”
Notwithstanding, he considers it a reasonable starting point. In this sense, the existence of
19
the category ‘indigenous issue’ in México is part of what we want to understand (i.e. why
we have grouped together issues in which indegeneity is claimed) and a good starting point.
Regarding indigeneity in México, one can identify many instances, degrees and origins
of groupism; for example, the top-down grouping of ‘indigeneity’ in different size and
socio-political degree units, from ‘indigenous community’ to ‘indigenous populations’,
passing through ‘ethnic groups’, ‘linguistic groups’, and ‘indigenous regions’. This grouping
tends to coincide with that of other actors, largely due to the fact that the state “is a
powerful ‘identifier’, [but] not because it can create ‘identities’ in the strong sense –in
general, it cannot –but because it has the material and symbolic resources to impose the
categories, classificatory schemes, and modes of social counting and accounting with which
bureaucrats, judges, teachers, and doctors must work and to which nonstate actors must
refer.” (Brubaker 2004, 43) Brubaker explains how, though census categories do not
necessarily coincide with self-understandings, they are used by political actors to ‘make up
people’, especially when they are linked to tangible benefits through public policy. This
phenomenon has probably been taking place in México for a long time: the government
creating or using the category of ‘indigenous’ and establishing the criteria for identification
–that translates into ‘criteria for claiming indigeneity–; and indigenous people claiming
indigeneity in order to benefit from redistributive policies.
Brubaker’s main proposal is to avoid groupism by conceptualizing ethnicity, race, and
nation in relational, processual, dynamic, eventful, and disaggregated terms; by thinking of
them in terms of practical categories, situated actions, cultural idioms, cognitive schemas,
discursive frames, organizational routines, institutional forms, political projects and
contingent events; by thinking of them as political, social, cultural and psychological
processes (Brubaker 2004, 11). He goes further in suggesting that ethnicity, for example,
does not depend on the existence of ethnic groups: that is precisely what he means by
20
‘ethnicity without groups’. He is cautious, though, to explain that he does not “dispute their
reality, minimize their power or discount their significance”18, but rather looks for another
way to construe their “reality, power, and significance.” (Brubaker 2004, 11)
He proposes to pay special attention on the ways in which categories “become
institutionalized and entrenched in administrative routines (Tilly 1998) and embedded in
culturally powerful and symbolically resonant myths, memories and narratives”, because it
might prove helpful to study their politics “both from above and from below
[micropolitics]”. He observes how conflicts labelled as ‘ethnic’ are not necessarily between
ethnic groups, but rather between organizations. The fact that they are labelled as ethnic or
national conflicts is due to the availability of ‘ethnicity’ and ‘nationality’ as interpretative
frames from which to understand and label the phenomenon. Labelling conflicts as ethnic
or national is part of what we need to understand.19
De la Peña (2000 in Zolla and Zolla 2004, question 1), Stavenhagen (1979), Viqueira
(1999), and Warman (2003 in Zolla and Zolla 2004, question 1) have exposed the
problematic of grouping indigenous peoples in terms of their alleged pure prehispanic
descent. It is difficult to tell which prehispanic characteristics are ‘purely’ prehispanic if we
take into account the hundreds of years of ‘cultural mixture’ to which we’ve been
exposed20. Furthermore, even if those characteristics could be discerned, categorisation
18 Barnard coincides by stating that “[t]o reject ‘indigenous people’ as an anthropological concept is not the same thing as rejecting it as a legal concept, or rejecting it as a useful tool for political persuasion.” (2006, 7) 19 As I am writing this text, the U.S.A. is considering a military intervention in Syria. The conflict in Syria has been described in terms of struggles between religious and ethnic groups. In this case, one should consider the possibility that labelling the conflict in such ways might obscure the macropolitics involved (e.g. the suggested similarities between the states the USA has previously military intervened and Syria, who supports Iran, a state with a project of backing-up their oil reserves in gold instead of US dollars). 20 Viqueira points out how some of the socio-political organizational schemes that we identify as indigenous –in the sense of ‘prehispanic inheritance’ –“are not immemorial practices purely preserved until our time; they are both a mixture of a complex dialectic between the institutions imposed first by the Spanish Royalty and later by the national governments and the creative
21
would still be problematic21. Notwithstanding, as we will later see, the governmental
recognition of their rights is precisely stated in terms of the importance of their prehispanic
descent22. This categorisation largely coincides with policies that state the importance of the
preservation of their culture, traditions and worldview. There is a discourse that seems to
point in the direction of objectivising their culture, denying its transformations and
liveliness. Bearing this in mind, de la Peña urges us to replace stereotypes and reifications
for a view of the indigenous as subjects of their own history and constructors of their own
future (de la Peña 2000 in Zolla and Zolla 2004, question 1).
Brubaker’s Ethnicity without groups is not merely a criticism of ‘groupism’. Throughout
the book, drawing from examples from his fieldwork, he also points out the benefits of
groups-free analysis. In a way, Brubaker implicitly suggests the need to do close
ethnographical work in order to understand issues related to ethnicization, nationalization
and racialization. From Brubaker’s and Alexander’s move away from the multiculturalism
discussion there seems to emerge ‘the need for ethnographical work’. Once we understand
why groupism should be avoided as a category of analysis, first-hand knowledge of the
issues that we want to observe becomes essential. This will become clear when we present
de la Peña’s work, based on ethnographic data. Indigenous people within a same
community –those communities whose unity of will and action we take for granted –can
make social and cultural claims of many sorts23; among them, to ‘indigeneity’. This drive
response of the indigenous in face of the historically shifting situations they have confronted and that have transformed them.” (1999) 21 Some of the elements of prehispanic origin that Stavenhagen identifies are commonly thought of and referred to in common parlance as ‘Mexican’, rather than as specifically ‘indigenous’. Black beans, chili, maize and courgette, for example, are considered the ‘mexican diet’. 22 Barnard identifies it as a traditionalist view: “seeing them [indigenous people] as inheritors of ancient environmental knowledge, hunting techniques, kinship practices, religious beliefs, and so on” (Barnard 2006, 3). 23 Both what they are claiming for and the sociocultural discursive and structural resources they refer to in order to state the claim (e.g. an indigenous claim for land can be expressed as a claim for ‘indigeneity’/collective rights –“This land belongs to us from ancient times and we cannot sell due to its cultural and significance” –and/or a claim for liberal/individual rights –“I have an official ownership document”, or both).
22
towards ethnography and case study research might lead us into the individual/human
rights vs. indigenous/collective rights debate24. Once we notice that groups are not
homogenous, that actors within an organization do not necessarily agree on the terms of
different claims and on how to claim them, the notion of ‘indigenous populations’ as a unit
becomes problematic for public policy.
Alexander: where recognition really happens: multiculturalism is happening
Jeffrey Alexander’s project in cultural sociology25 presents one of the most interesting
approaches to the social world proceeding from the social sciences. Essentially based on
the recognition of the symbolic, the performative and the sacred in society26; structurally
based upon the recognition of culture’s “relative autonomy from the social structural forces
that surround it” (Alexander 2007, 24); and focused specifically on civil society and the civil
sphere, Alexander exposes the importance of meaning-making and its interpretation for
sociocultural analysis. He criticizes the 2 500 year old tradition in sociological thought that
does not recognize meaning’s relative autonomy. For Alexander, “[i]f meaning has relative
autonomy from structures of political and economic force, then culture structures can
contest their dominating power” (Alexander 2007, 25). What I find here is the recognition
of human agency in society by exposing how the social structures and the cultural
structures are differentiated and do not necessarily coincide. For Alexander, “[t]he
imposition of inequality, and struggles over justice, inclusion, and distribution, are culturally
mediated. Both the creation and maintenance of inequality and the struggle against it are
24 De la Peña notes “the specific difficulties of practising cultural citizenship” because it “involves both individual and collective rights”. 25 Alexander distinguishes cultural sociology from the sociology of culture by stating that whereas the latter conceptualizes meaning as a dependant variable, the former gives its reconstruction central pride of place (Alexander 2007, 24). 26 For a very brief treatment of these issues I point the reader to the videos “The power of the sacred” (RSA 2011) and “Obama’s Victory & the Democratic Struggle for Power” (Library of Congress 2011).
23
fundamentally involved in meaning-construction, for both good and for ill.” (Alexander
2007, 25) A consequence of Alexander’s recognition of meaning as an independent variable
is a refocus in analysis of the social world from the social structure (cf. “social power and
its more political and economic forms” (Alexander 2007, 24)) to human agency (c.f.
meaning-making and interpreting as the cultural structure). To put it grossly: to stop
thinking that the indigenous issue in México is only a problem of social structure and
recognising that it is also a cultural problem in the civil sphere. Perhaps popular knowledge
is right to ascertain that ‘we have the politicians that we deserve’; corruption, for example,
is not only a socio-political problem, but also a cultural one27.
Directing his attention to civil society and its ideal civil sphere28, Alexander has set on
to analyse sociocultural phenomena like the USA 2008 elections, the Egyptian Revolution
and, more broadly, the “modes of incorporation” in the civil sphere. These latter are of
special interest to us. Because Alexander describes them from the perspective of civil
society, I would first like to point out some of the elements of his conceptualization of the
civil sphere. First of all, he recognises its relative autonomy and that of its meaning
structures:
The civil sphere is neither the product, nor much less the simple reflection, of purely vertical
economic, political, religious, racial, or patriarchal force. What it represents, rather, is an ideal
of a horizontal relationship, of a broad and universalizing solidarity. It is a meaning-
construction whose symbolic boundaries can be used to pollute and condemn restrictive and
particularistic forms of social closure. (Alexander 2007, 25)
27 One of México’s most renowned problems is corruption. It is usually thought of as a political problem proper to the government; notwithstanding I would say it is hard to find a Mexican that has not committed an act of corruption. 28 Alexander’s analysis is limited to the ‘western’ world. He identifies the origins of the ideal of civil-community as far back as the formation of the polis in ancient Greece and its continuity up to our capitalist society.
24
The civil sphere is an ideal constructed by the civil society that it gives place to. The ideals
that construct it are positive (inclusive, independent, trusting, respectful, honest, solidary,
etc.), but they depend on the dynamism and open-endedness of public opinion, and on the
amplification and circulation of their fictional and factual representations on the mass
media, among other things, to “become socially powerful”. (Alexander 2007, 26) Civil
power always depends on the ways it is institutionalized. And it is precisely in this
institutionalization where Alexander identifies the “binary discourse of civil society”.
Ideally, the civil community “transcends primordial ties of family, ethnicity, and race,
hierarchies of class and divisions of religion” and “sustains collective obligations and
individual autonomy at the same time.” (Alexander 2007, 26), but its institutionalization
unavoidably presupposes the human qualities necessary to belong to the community (e.g.
who can vote; who can get married). Institutionalization is where we can observe the
difference between the ideal civil sphere and the discourse of civil society that necessarily
highlights the human qualities of the core group. What Alexander points to is that in every
society there is an inclusionary (ideal)-exclusionary discourse. Notwithstanding, he is
careful to note that his intention
is not to underscore the moral relativism that attaches to the civil sphere because of the
arbitrariness of its construction. What I wish to emphasize, rather, is the continuous and
omnipresent possibility for its reconstruction. In so doing, I want to highlight subjectivity
against objectivity, symbolic against material force, and agency versus structure.
It is from this perspective that Alexander describes modes of incorporation. We are now
miles away from the current discussion of multiculturalism simply because we have shifted
our attention from the apparently predominant social world to the sociocultural space
where common-day, subjective agency takes place. It is in this space that the modes of
25
incorporation –assimilation, hyphenation and multiculturalism –that Alexander focuses on,
occur: they are phenomenon happening, not theories, philosophies or ideas.
Historically, the construction of civil societies implied that the ‘primordial qualities’
(gender, language, sexuality, religion, race, origins, etc.) of its founders were not only
manifest but established the criteria of humanity for inclusion. These social systems were
divided into public and private spheres. In the public one, the principles of the civil society
prevailed, while in the private, people were relatively free to do what they liked.
Incorporation, Alexander explains, “points to the possibility of closing the gap between
stigmatized categories of persons –persons whose particular identities have been relegated
to the invisibility of private life –and the utopian promises that in principle regulate civil
life” (Alexander 2001, 242). Whether we agree that this has been the historical path
societies in the western world have followed or not, nowadays most societies and their
institutions are discursively configured around these ideals of the civil sphere. Precisely,
there in the Mexican constitution where indigenous rights were recently included is where a
discourse on equity is stated. Alexander notes that incorporation does not only occur in the
public arena but also “proceeds along extraordinarily complex paths, extending from micro
interactions, such as intermarriage, to macro arenas like labor markets.” (Alexander 2001,
242) In the portrayal of this meaning-making and interpretive civil society in which
incorporation takes place the “‘demands’ of out-group representatives and social
movement leaders should be conceived in the first instance not as connected to force but
rather as efforts at persuasion” (Alexander 2001, 242). In this light, claims for recognition
are not only demands directed to the government with specific purposes but also
discourses pointed towards “the construction of the social context” (Alexander 2001, 239)
within which these claims become culturally meaningful. Alexander recognises the
importance of “taking the place of the other” for incorporation. Though it is an individual
action, it becomes culturally meaningful because it partakes, discursively, of the civil realm.
26
He also points out how besides civil society, there are non-civil spheres (religious groups,
the family, scientific associations, church, etc.), structured and organized differently and
whose “qualities, relationships, and goods highly valued (…) bec[o]me translated into
restrictive and exclusionary requisites for participation in civil society itself.” (Alexander
2001, 240) It is in civil society’s and its institutions’ contradictory construction where
Alexander locates the origins of struggles, which “have not only been political struggles for
power, but legal, cultural, and emotional arguments about definitions of competence and
identity, about symbolic representations of the primordial qualities of dominant and
excluded groups.” This might explain why the various kinds of claims related to the
indigenous issue are predominantly framed as cultural –and, consequently, refer to meaning
(e.g. ‘world view’). The government, though, has mainly approached the issue as a social
one; there is little policy work focused on meaning-making at the civil level.
For Alexander, assimilation, ethnic hyphenation, and multiculturalism are the
“three very different ideal-typical ways” in which real civil societies have answered to the
unrealized democratic ideal of the universalising civil sphere. Because “[t]he communal life
of societies is much too layered and culturally textured” these modes of incorporation are
“not merely the result of regulative institutions guaranteeing excluded groups civil
treatment in a procedural sense.” (Alexander 2001, 243)
Assimilation refers to ‘civilizing’ or ‘purifying’ processes “that allow persons to be
separated from their primordial qualities [those considered inadequate for participation in
the civil society].” Assimilation does not imply a change of said qualities –this would rather
be thought of as enculturation–, for the persons can still privately bear them; it is rather a
provision of a “civil education, imparting to them the competences required for
participation in democratic and civil life.” What is interesting, as Alexander notes, is that,
because assimilation is “neither practiced nor understood in such a purely abstract, formally
27
universalistic way”, persons do not learn “civil competence per se, but how to express civil
competence in a different kind of primordial way” (Alexander 2001, 243-44). Here I would
like to point out two places where I find assimilation has taken place regarding the
indigenous populations of México. Historically, assimilation was predominant during
México’s indigenista period in which regional indigenous centres were created to impart
official education to indigenous peoples, scholarships for higher education were offered to
young indigenous students that wanted to pursue an academic career, and homes for
indigenous students were created near important universities to house them. Nowadays
assimilation is noticeable when indigenous peoples make institutional claims, for they have
to adopt the discourse of civil society and demonstrate civil competence in order to be
listened to. More interestingly, though, indigenous peoples have to embody indigeneity in
order to claim governmental social benefits. Indigenous peoples have to adopt both the
discourse of civil society and that which allegedly corresponds to their ‘customs and
traditions’. Furthermore, Alexander exposes, because in assimilation the private and public
split remains, civil transparency is not challenged and thus “negative representations of out-
group qualities” and “demeaning stereotypes” not only remain but are reproduced. In
assimilation, the paradoxical institutionalization of the civil sphere ideal is not challenged.
In hyphenation, “[o]utsider particularities are viewed in less one-sidedly negative
ways”; “[c]onceived as ‘ethnic’ rather than ‘foreign’, they are tolerated in both private and
public life.” (Alexander 2001, 245) This allows the emergence of new interactions and
opportunities for dialogue that can lead to intermarriage and friendship between core
group and out-group members. The problem is that this ethnic hyphenation does not
necessarily imply a revaluation of out-group qualities. Alexander notes the social instability
of both assimilation and hyphenation given that none directly challenge the primordial
characteristics of civil society and its institutions. Both could go either way: towards more
recognition and the reconfiguration of the civil society, but also towards a reaffirmation or
28
even a narrowing of the “primordial identities that are available for expressing civil
competence in a positively evaluated way.” (Alexander 2001, 245) I am prone to think that
perhaps it is hyphenation what has distinguished the years I have lived in México. Since
indigenismo, indigenous peoples’ cultures –or, rather, our idealization of them –have been
hyphenated and socially accepted; notwithstanding there has been no true revaluation of
the civil society’s primordial characteristics. As I mentioned above, policies regarding
indigenous populations have, not surprisingly, been aimed principally at the indigenous
populations, but never at the civil society or other social spheres. Cultural policies per se
regarding the indigenous issue are essentially set to hyphenate (e.g. preservation) the
indigenous peoples’ allegedly pure prehispanic cultural costumes and traditions, which
might not necessarily represent them nowadays.
The final mode of incorporation that Alexander identifies is also the more recent.
Multiculturalism is different to assimilation and hyphenation “not only in degree but in
kind”, because the discursive conflicts mediated by it “revolve around efforts to purify the actual
primordial qualities” of the civil society. Furthermore, “[i]nsofar as outsider qualities are seen
not as stigmatizing but as variations on civil and utopian themes, they will be valued in
themselves.” (Alexander 2001, 246) What is certainly problematic is how we can actually
identify it. A very close observation of how civil society’s discourse changes and perhaps
even of what attempts are made to change institutions, is essential. Alexander recognises
that multiculturalism is in its infancy and is thus “subject to strenuous debate” –precisely
those debates mentioned in the introduction. It would be interesting to study how the
indigenous claim for respect regarding their culture of maize cultivation is being integrated
among the “Sin maíz, no hay país” movement’s claims.
Rather than discussing the relevance of multiculturalism or proposing a normative
theory about it, Alexander takes it for granted as happening and thinks it represents a
29
“strengthening of the civil sphere”. (Alexander 2001, 248) Furthermore, because in
multiculturalism “particular differences do not have to be eliminated or denied (…), the
sharp split between the private and the public recedes.” (Alexander 2001, 246) In this
context, ethnicity becomes a pursuable option, rather than “an unchangeable and essential
part of identity.” (Alexander 2001, 247) This, of course, does not imply group
reconfiguration, but highlights what we have explained: that ‘indigeneity’ is a changing
cultural construct that can be claimed. Alexander is cautious to point out that though one
or another of these modes of incorporation have predominated at certain historical
moments, “in real historical time particular communities participate in all three of these
processes at the same time” and in practice they blend into one another (Alexander 2001,
248). This further reinforces our need to do ethnographical work in order to discern what
is really going on in each different indigenous community or population. What I find
relevant in Alexander’s observation of the social world is that it forefronts a sphere that
had been taken for granted as dependant on social structures: the sphere where culture
(‘the sacred’, ‘the symbolic’) is an available, relatively autonomus, discourse; where meaning
and its interpretation are central; and where human agency is given its due relevance.
An example
Before concluding this discussion, I would like to point the reader to the work Guillermo
de la Peña. His accounts of ‘indigenous issue’ cases are based on ethnographic field work.
De la Peña has studied some of the indigenous populations of Jalisco, a state in Western
México. Reading his articles one notices how a close observation of indigenous
communities tends to portray a very different picture of the indigenous issue than that
product of a normative, groupist approach. There is an almost uncountable number of
factors in each case: they go from the individual to the societal, from cultural to legislative,
30
from every day common life to cultural patterns and traditions. As he points out “many
exclusionary practices in México result from a lack of clarity in the rules concerning
indigenous political representation vis-à-vis the official institutions of the Mexican
government and also vis-à-vis Mexican society at large.29” (de la Peña 2011, 309) Through his
accounts, one can get a better idea of all the actors, relations, motivations and claims –
social, cultural, political, economic –that are present in every case. Indigenous peoples are
not homogeneous groups that relate to an unchanging cultural structure and inhabit a
static, disabling, socio-political structure. De la Peña’s accounts correspond more with
some of Brubaker’s and Alexander’s key ideas than with many other normative discourses
that have tried to make sense out of and discussed multiculturalism and the indigenous
issue as a clearly identifiable phenomenon with distinct observational and analytical
categories. He describes his method as
(…) situational analysis, which focuses on a particular sequence of interaction (and
sometimes confrontation) in a defined scenario, which seeks to understand the motivations
of the actors with particular reference to power relations and social and cultural
conditioning in a specific time and space (Van Velsen 1967; Garbett 1970). This method is
useful when one is not attempting to characterise an ideal social morphology, but rather to
understand the contradictions between rival normative frameworks and the discrepancies
between the norms and their interpretations (Gluckman 1958; Mitchell 1983). (de la Peña
2002, 130)
Is this not the kind of approach that one considers convenient after reading Brubaker and
Alexander? Furthermore, I think that rather than a pre-established approach, de la Peña’s is
an a posteriori description of how he can make sense out of that which he has closely
observed and analysed. From his perspective “we are barely at the outset of a long process
29 My emphasis.
31
of negotiation which, if successful, will lead to the normalisation of cultural rights” and
“[f]ull ethnic citizenship –where the state and civil society accept that ‘being Wixarika’ or
‘being Raramuri’ and so on is perfectly compatible with ‘being Mexican’ –will come about
through dialogue between participants who are willing to seek a profound understanding of
the culture of the other.” (de la Peña 2002, 148)
Summing up
As we have seen, both in the introduction and in the discussion of Brubaker’s and
Alexander’s approaches to the social world, our sociocultural reality is a very dense
conglomerate of interrelated meanings, actions, actors, forces, power, culture(s) and
organizations. This complexity usually takes us in two main directions: we either think of
the impossibility of making any sense out of an analysis of cultural phenomena or we
embark in a specific analytic journey with a predetermined direction, running the risk of
taking for granted generalisations, categories, and phenomena themselves. Groupism,
taking ethnopolitical categories as categories of analysis, and forgetting culture’s relative
autonomy –and thus society’s agency –are three of these risks. Both Brubaker and
Alexander have confronted their theories to particular cultural phenomena. Both their
theories proceed from close observations. What I conclude after analysing their critical and
theoretical work is that in order to understand cultural phenomena one should, above all,
have trustful, preferably first-hand, information and should consider the entire realm of
meaningful sociocultural interrelations that partake of their ‘happening’, careful not to take
for granted any gross generalisations that might not rely on empirical data. In this sense, I
propose to analyse not the ‘indigenous issue’ but issues (cases) in which indigeneity is
claimed; in those cases, the ‘indigenous issue’ is but one more of the things to be observed
and considered.
32
What about cultural policy studies? If we agree that cultural policies are necessarily
bound to a cultural phenomenon (e.g. the emergence of cultural industries; the existence of
cultural artefacts referred to as ‘heritage’), I think a comprehensive understanding of them
is necessary. Whether we decide to take a normative position (e.g. to criticize, propose and
evaluate cultural policies), a descriptive one (e.g. to describe, mainly historically, the field of
cultural policy studies) or both, it is essential to consider the whole picture; in it, the
government-culture relation is but one of the relations we have to explore. In this sense,
cultural policy is both our starting and ending position. This kind of research is complex
and does not correspond, speed-wise, with the urgency for information and evaluation
proper to contemporary public policies. Nonetheless, I believe this kind of research can
and will turn out to be helpful to analyse, inform, and evaluate not only cultural policies per
se, but public policies in general. Though the immense limitations of my work (e.g. lack of
ethnographic work; insufficient knowledge of the Mexican civil sphere and other non-civil
spheres) have impeded me to do what I claim should be done, I have tried to suggest,
throughout the text, places and relations that should be explored or refocused. I will now
relate these considerations to the existing policy space regarding indigeneity in México.
33
A DESCRIPTION OF THE POLICY SPACE FOR INDIGENOUS ISSUES
... For INI you are all Huichols, and we want the two sides to reach agreement.
Tania, director of the National Indigenous Institute’s Coordinating Centre for the region in 2000
(in de la Peña 2002, 140)
In this section I will analyse Article 2 of the Mexican constitution. It is in this article that
indigenous populations’ rights are recognised and upon which all other policies and
programmes are or should be based. Article 2, in a sense, is the policy that opens up a
space not only for legislation but also for debate of indigenous issues. Because collective
rights such as the ones recognised for the indigenous populations in México are somewhat
new in terms of law studies and there is little literature about them (Carbonell 2003, 841);
because politicians managed the constitutional reforms respecting those rights “without
compass and direction, letting themselves be guided by the signals sent by popularity polls
and embodying attitudes that might yield electoral benefits in the short term” (Carbonell
2003, 841); and because indigenous rights have been recognised but their interpretation,
legislation and enactment transferred to state and municipal governments, the space
opened by Article 2 is ambiguous and has thus become the legitimate terrain for indigenous
issue claims and debates. In a sense, Article 2 has become the cornerstone of the
indigenous issue.
I am indebted to López Bárcenas’ thorough research on the current status of
legislation and rights regarding the indigenous populations of México. He has not only
revised all existing policy documents and identified all the places where there is an explicit
reference to indigenous peoples or where the policies clearly refer to issues regarding them
(e.g. reforms to the agrarian law respecting legal forms of land ownership have a discernible
impact on indigenous populations and communities), but has also discussed controversial,
paradoxical or sometimes even contradictory points. His is an analysis from a law studies
34
perspective, informed by first-hand knowledge of some of the issues given his indigenous
status and activist trajectory. Considering his position, he not only took into account the
policies in which indigenous peoples’ rights are explicitly referred to, but also those towards
which indigenous peoples have sometimes directed their claims.
My analysis, based on the ideas we have discussed in the previous section, will
focus on what Article 2 implies about the government’s approach to the indigenous issue.
Mainly, though stated as multiculturalist, it rather suggests both processes of assimilation
and hyphenation. For a critical understanding of law implications regarding the issue I
support myself on Carbonell’s appreciations. Here we will not judge the appropriateness of
Article 2 but rather consider it a part of the indigenous issue phenomenon. An adequate
evaluation of ‘indigenous policies’ would be extremely problematic for two fundamental
reasons. First, if we take into account the cultural component of the claims, we would
somehow need to evaluate the cultural impact of policies that are not explicitly or even
belatedly thought of as cultural. This, to the extent of my knowledge, is something
uncommon. The design of policies that are not ‘cultural’ per se does not usually
contemplate our meaningful, relatively autonomous cultural structures and thus we lack a
starting point to compare with. All policies –nowadays even cultural policies per se –are
mainly evaluated from a particular economic and/or development position. A common
motif in discourses regarding the indigenous issue, coming from all sorts of actors, is the
allusion to indigenous peoples’ degrading economic and underdeveloped condition. This
condition is indeed verifiable by the same standards on which the policies base a part of
their rationale. What is missing here is the meaningful indigenous discourse30 (e.g. the
30 Around the indigenous issue, indigenous discourse is thought of –or rather reduced to –as essentially ‘against the state and/or institutions’ (something we can observe in the close relation between indigenous movements and left wing, radical and other sorts of non-conformist movements). I account this to the fact that multiculturalism –at least from Alexander’s perspective –implies a reconsideration of civil society’s qualities, discourse and institutions, rather than just a gradual assimilation or hyphenation of out-group qualities. Thus, indigenous claims can be
35
indigenous perspective on ‘economics’). This is precisely what I find to be the second main
problem for evaluation. As de la Peña notes:
A pressing problem in the political structure of Mexico today is that the local level of
authority –the municipio –has become an executor of programs which are often originated
in the higher levels (the state and the federal governments) and divorced from the reality of local
groups. In turn, local groups lack the formal (and often the linguistic) capacity to communicate their
demands (Warman 2003: 293–4). State and federal agencies, and the political parties, also
operate their own programmes without formal checks and balances from the local population. In
fact, it is only with the help of cultural and political brokers (the ill-reputed caciques) that many
indigenous communities manage to connect and negotiate with the political system (de la
Peña 1986).31 (de la Peña 2006, 295)
Careful not to take at face value cultural claims, we should nonetheless appreciate how
these are somehow incorporated into existing civil society institutions in a hyphenated way,
rather than in a multiculturalist one. Article 2 is demonstrative of this for it recognises
multiculturalism, but points towards hyphenation. Multiculturalism, as we have discussed
before, rather than simply recognising indigenous rights would imply an open multicultural
dialogue that would possibly point towards important social reconsiderations and
valuations that, at their time, would lead to profound constitutional reforms. As we will
now see, indigenous rights are embedded within previous conceptions of the rights,
obligations and responsibilities of Mexican citizens. This situation, as Carbonell and López
Bárcenas differently expose, makes interpretations of indigenous claims quite complicated
(e.g. Can indigenous people claim, in a particular situation, both collective and individual
perceived as a threat to national stability. Notwithstanding, indigenous claims’ discourse is more multicultural than normative. Warnholtz’s journalistic columns constantly portray this. In one of them she relates how in a particular case the indigenous are not predisposed against the construction of a dam, that they are protesting because they want complete information about its construction in order to discuss it and because they want to make sure their petitions are taken into account. (Warnholtz 2013(2)) 31 My emphasis.
36
rights?32). This is why I suggest we observe the phenomenon from a distance. From this
position, we can read the recognition of indigenous rights by the 2001 reform to Article 2
in a political sense: not as multiculturalist but as a consequence of multiculturalist
discourses and claims. Carbonell suggests leaving aside the philosophical question of why
certain minorities’ or groups’ claims have to become fundamental rights and not just solved
by the implementation of public policies, and accepting that what these claims essentially
express is certain groups’ feeling that their aspirations cannot be achieved only by typical,
classical, individual human rights. Carbonell notes how the recognition of collective rights
highlights the fact that both our jurisdictional mandates and our public institutions are
based on a determinate cultural, religious, sexual, and political point of view; that they are
not neutral as we tend to think (c.f. Alexander’s explanation of how primordial qualities
become obscured). How, he asks, can one doubt that the facts that we [in México] do not
work on Sundays or that homosexual marriage is illegal in most states are norms derived
from Catholicism. He is careful to explain that the fact that the state is not culturally
neutral does not necessarily imply that it is being managed by one group. Carbonell is of
the opinion that the recognition of collective rights does not, as many critics constantly
suggest, presuppose the debilitation of a series of important agreements assumed by
democratic societies based on fundamental rights; that, on the contrary, the coexistence of
different cultures in a same society enriches their common life and offers diverse
experiences that might nurture our moral universe (Carbonell 2001).
32 Carbonell, following Fraser, relates this to minorities’ bivalent character (2003, 859). I would go further and suggest polyvalence, considering that indigenous persons could refer to the social structure (e.g. redistribution), the cultural structure (e.g. what it means), individual rights (e.g. what he or she wants or needs) and collective rights (e.g. indigenous self-adscription) in one same claim. For a clear portrayal I point the reader to de la Peña (2002).
37
Why are there specific policies for indigenous peoples in México? To simplify our answer
by stating that it is due to the identification of a problem or group of problems by the state
could lead us into conceptualizing the phenomenon in a reductionist way (e.g. giving the
government a centrality that it does not necessarily have). Though acquiring an official,
mandatory status only through governmental means, the recognition of indigenous rights
proceeds from struggles and debates within broader socio-political realms, both national
and international. México’s first explicit policy action regarding indigenous right’s
recognition was the ratification of the International Labour Organization’s (ILO) legally
binding 169 Convention (1989). Macro and micro politics have played an important role in
México’s contemporary policy history regarding indigenous peoples. López Bárcenas notes
how we mistakenly tend to consider the 2001 reform to Article 2 as the first official
recognition of indigenous rights, because this had already occurred, given that international
treaties –such as ILO Convention 169 –have constitutional character (López Bárcenas
2010, 81-116). He also notes how the text of the 2001 reform is a reduced and adapted
version of the text in Convention 16933 (López Bárcenas 2010, 53). Criticisms denouncing
the government’s disregard for indigenous peoples and their problems have highlighted the
fact that the recognition of their rights seems to have more to do with international
relations than with a genuine interest. There are various motivations behind public policies
regarding the indigenous populations, coming from different social actors; thus, one should
be careful not to interpret them as a portrayal of the relation between the state and the
indigenous, or as descriptive of the indigenous peoples’ situation.
33 Carbonell explains that it is a common phenomenon in Latin America, given that Convention 169 was the only available legal instrument to proceed from (2003, 844-45).
38
Article 2
In a general sense, I would describe the Mexican government’s approach to
multiculturalism as predominantly hyphenating. Though indigenous peoples’ rights have
been recognised and thus have to be respected in the public realm, there is no explicit will
to adapt the existing institutions and legislation in accordance with Mexico’s ‘pluticultural’
composition. López Bárcenas sums it up by exposing “an existing incongruency in the
federal constitution in recognising, on the one hand, the nation’s pluricultural composition,
but, on the other, mandating the elaboration of specific policies of a monocultural
character.”34 (López Bárcenas 2010, 73-4); something that “does not contribute to the
establishment of a new relation between indigenous peoples, the government and society in
general, which was the original rationale behind the reform.”35 (López Bárcenas 2010, 72).
Another characteristic is what I call ‘retrograding groupism’; that is, not only to categorise
all indigenous peoples as a homogenous unity, but doing so by alluding to their prehispanic
descent and their costumes and traditions. Indigenous peoples, for example, now have the
right to choose their authorities but have to do so according to their costumes and
traditions (Constitution 2008, A/III). Leaving besides its ambiguity, it reinforces the
mistaken view of indigenous peoples as socially and culturally unchanging communities.
It is important to note that Article 2 only comprises the recognition of rights and
an ambiguous description of when and how those rights can be claimed. Article 2 does not
establish any obligations for the federal government. Responsibility for enforcement,
legislation and policy and programmes design and implementation is passed on to state
governments. López Bárcenas has thus criticised the reform as an incomplete expression of
34 All translations of López Bárcenas quotes are mine. 35 The 2001 constitutional reform is considered an incomplete version of the San Andrés Accords subscribed in 1996 by the government and EZLN (in representation of indigenous organizations) after two years of negotiation after the Zapatista uprising of 1994. The Accords were vetoed by president Ernesto Zedillo who sent a similar, but controversially different proposal to the congress, where it was archived until president Vicente Fox called for it.
39
mere good will (López Bárcenas 2010). His criticism, I believe, proceeds from the fact that
very little legislation has taken place at state level since the article was reformed. Most states
have limited themselves to include an adaptation of Article 2 in their constitutions (López
Bárcenas 2010). From our perspective, though, it could be considered culturally adequate,
as state governments can legislate in accordance with the indigenous peoples in their
territory, creating policies and programmes adapted to their specific needs, precisely as
Article 2 suggest. This could represent an escape route away from ‘groupism’.
After establishing that the Mexican nation is one and indivisible, the nation’s
pluricultural composition is recognised. What is relevant here is that it is “originally based
on its indigenous peoples, who are those descendants of the populations that inhabited the
country’s current territory when colonization started and that preserve their own social,
economic, cultural and political institutions or a part of them.”36 (Constitution 2013) Apart
from all the legal controversies that this definition of who indigenous peoples are might
arise, we should note its retrograding aspects. If we consider that the official criteria to
count indigenous people are language and self-adscription, both ‘descent’ and ‘preservation’
seem to be uncalled for to define them. Whether this latter are truly taken into account in
claims of indigeneity or not, they do tell us something about the way in which the
government views indigenous peoples. Due to a long history of persistent ‘racial’
discrimination, there have been little efforts, if any at all, to seriously and openly speak
about the genetic characteristics of the population37. Thus, ‘prehispanic descent’ and
‘preservation’ rather point towards a discursive reinforcement of an image of indigenous
peoples as the bearers of part of our past, a past that they have (and should?) preserve.
36 My translation, aided by that of the Supreme Court of Justice of the Nation (2008, online). Whenever not specified, the translation is that of the SCJN (see Appendix 2). 37 PhD candidate in Biological Sciences, Alejandra Ortíz Medrano, has just called my attention to an article on mitochondrial DNA variation in the Mexican mestizo population (Guardado-Estrada, et. al. 2009), suggesting thus that there is available information on this topic.
40
All throughout Article 2 there is an implicit and explicit insistence that indigenous
rights are ‘below’ or come after, traditional (liberal) constitutional rights.
Indigenous people’s right to self-determination shall be exercised within a framework of
constitutional autonomy safeguarding national unity. (…)
A. This Constitution recognizes and protects the right to self-determination of indigenous
people and communities and, consequently, their right to autonomy, so that they may:
(…)
II. Enforce their own legal systems to regulate and solve their internal conflicts, subject
to the general principles of this Constitution, respecting constitutional rights, human rights, and in a
relevant manner, the dignity and integrity of women. The Law shall establish the cases and
validation procedures by the corresponding judges or courts. (Constitution 2008)
(…)
The constitutions and laws of the Federal District and the States shall determine those elements of self-
determination and autonomy that may best express the conditions and aspirations of indigenous people in
each State (…).38
Autonomy became a key topic in the indigenous issue after the Zapatista uprising and has
remained at the heart of many debates. It tends to be analysed in secessionist terms. López
Bárcenas considers the specifications that autonomy should be realized within
“constitutional principles” and safeguarding “national unity” as absurd. First, because
indigenous peoples have never manifested any separatist intentions; and, second, because if
this were the case, a claim for sovereignty would not be directed at the constitution but at
an international state level (López Bárcenas 2010). From my perspective, the recognition of
autonomy is the topmost expression of the hyphenating discourse in Article 2. It allows an
out-group to fully, privately and publicly, express their cultural difference safeguarded by
38 My emphasis.
41
the law (e.g. against discrimination), without compromising core-group institutions. We
should, nonetheless, keep in mind that we are at a discursive level and that, as we have
already suggested, the modes of incorporation take place within the civil sphere. I consider
it plausible to think that hyphenation can very well lead to forms of multiculturalism.
Perhaps that is what is happening with the joint protests of indigenous peoples and civil
organizations against GMOs and in favour of alimentary sovereignty. One could further
think that in situations of crisis39, as with multiculturalism, the institutions’ cultural bias
becomes visible and civil society might question the primordial qualities that gave place to
them. This questioning necessarily involves the meaning-making and interpreting symbolic
relations proper of cultural structures. When this occurs, other available cultural structures
can be considered and claimed. Furthermore, wherever the constitution feels hyphenation
could seriously compromise traditional liberal rights, it makes them explicit (e.g.
“respecting (…) in a relevant manner, the dignity and integrity of women”; “guaranteeing
the participation of women under equitable conditions before men”).
Though the general tendency of Article 2 is towards hyphenation, there is still an
important part that can be related to processes of assimilation. The primordial one is
consistent throughout history: for indigenous peoples to claim their recognised rights they
have to demonstrate competence in civil society’s institutional language, Spanish. Privately,
in their communities, they can go about with their ‘traditions’, but to participate of the civil
sphere, they are expected to claim their rights by institutionalized civil society’s standards.
In section B of Article 2 there are two mentions regarding indigenous peoples’ right
to consultation: one in respect to education (Constitution 2008, B/II) and one in respect to
national, state and municipal development plans (Constitution 2008, B/IX). Consultation,
as a concept, appears to point towards multiculturalism. Notwithstanding, if we consider
39 I am not thinking in a prescriptive way, that is, ascertaining that we are in fact experiencing a crisis, but rather considering the high presence and usage of the word in common parlance.
42
that there are 68 indigenous languages and the current status of language and education
policies regarding indigenous populations, we can clearly determine that the government, in
some respects, is still approaching multiculturalism from an assimilationist perspective. The
Secretariat for Public Education has a special department for indigenous education, the
General Direction for Indigenous Education. The main objective of indigenous education
is to offer indigenous persons a bilingual education40 that “recognises their cultural
heritage” (Constitution 2008, B/II) –note that it does not refer to their cultural present. In
respect to language, one of the two federal laws that were created after the reform to
Article 2 was the General Law for Indigenous Peoples’ Linguistic Rights. An institute –the
National Institute for Indigenous Languages (INALI)41 –was created to manage its
mandates. Its main objectives can be summed up as: protection, preservation, promotion
and development of indigenous languages. Though promotion is thought of in a
multiculturalist way, if we look at INALI’s current programmes, efforts have been directed
first to processes of hyphenation and assimilation. (López Bárcenas 2010, 311-317). Two of
its principal programmes are to research and map indigenous languages in order to
establish criteria for their preservation, and to train and certify translators, mainly as legal
aids for judicial cases in which indigenous peoples are involved. In this panorama,
consultation is rather a top-down, assimilationist policy. Indigenous peoples are to be
consulted but in official institutional speak. To do so, they have to learn Spanish or claim
the right to an interpreter. López Bárcenas criticises the efforts and resources put into the
translation and promotion of, for example, the text of the reform to Article 2 into
indigenous languages because
40 López Bárcenas notes: “…there is no reference to an [national] intercultural education but only to a pluricultural and bilingual indigenous education, which suggests that only the indigenous population has a right to this kind of education…” (López Bárcenas 2010, 134) 41 Both the law and the institute were created in 2003.
43
If this disposition’s end was to promote the contents of the Constitution, it is hard for it to
reach its objective because not only is the majority of the indigenous illiterate, but those
who aren’t can read it in Spanish, because whomever can read an indigenous language it’s
because they can read Spanish. (2010, 78-9)
As we have seen, though Article 2 proceeds from the recognition of
pluriculturalism, its regulations correspond to processes of hyphenation and assimilation. It
would be interesting to research what kinds of processes are taking place in the civil sphere
in order to examine their relation to Article 2 and thus determine how effective policies
deriving from this rationale are being or can be.
I have tried to analyse Article 2 from a distance; that is, considering it part of the
studied phenomenon, instead of as a portrayal of the government-indigenous people’s
relation. An in-depth analysis of how derivative and related policies have interpreted it
could shed more light into other governmental levels’ and bodies’ approach to the
indigenous issue. Superficially, I notice that the combination of hyphenation and
assimilation has led to a separation of indigenous peoples’ culture into social and cultural
issues. Their recognised ‘culture’, or rather the core-group, institutional, retrograding
conceptualization of their culture –considered as unchanging (e.g. their preserved
‘prehispanic’ traditions, clothes, artefacts, language, etc.) –is to be studied, safeguarded and
promoted (hyphenation); while their social situation –the institutional view of their
situation –is to be remedied (assimilation). In terms of groupism, we could say that, in
respect to ‘culture’ there is a tendency away from it (e.g. differentiating the 68 indigenous
languages; distinguishing each people’s worldview); and in respect to their social situation,
there is a tendency towards it (e.g. regionalise indigenous peoples in order to justify and
carry out welfare and social programmes). What I think is really interesting is the function
of language in the case of the indigenous issue. To what extent can hyphenation take place
44
when there is a linguistic barrier? The government’s response seems to be assimilationist:
though indigenous people have a right to speak their languages and to make an official use
of them (e.g. declare in their languages in judicial cases), the government will only ‘hear’
Spanish. I hypothesize that in cases where there is a linguistic barrier, hyphenation is not
only an unstable process, as Alexander explains, but it tends to move either towards
assimilation or multiculturalism. Until civil society and its institutions explicitly and wilfully
decide to move towards a comprehensive understanding of indigenous culture (e.g.
learning one of their languages), it will be difficult for multiculturalism to take place.
45
CONCLUSIONS
In this work I approached México’s indigenous issue as a cultural phenomenon that has a
discernible policy relation with the government. Considering Brubaker’s and Alexander’s
conceptualization of difference-based phenomena, this policy relation was observed as part
of the phenomenon itself, rather than as the centre of the phenomenon. This allowed us to
analyse Article 2 of the Mexican constitution from a discursive point of view. As we have
seen, the government’s recognition of the nation’s pluriculturality is corresponded with
assimilation and hyphenation policy discourses. An analysis of the extent to which this
discourses correspond to what is happening at the civil society level would help us
appreciate their appropriateness. From a theoretical point of view, though, one can criticize
the government’s tendency towards groupism simply because it does not portray the
complex reality that multiculturalism implies nowadays. Also, recognition of
multiculturalism is, in a sense, a recognition that intercultural relations are occurring or can
occur at the civil society level. These relations expose the primordial qualities upon which
institutions are built. In this situation, the ideal civil sphere is open to cultural
interpretations. Hyphenation and assimilation are not theoretical suited to facilitate a
dialogical reconstruction of the civil sphere. Thus, multiculturalist policies might be more
adequate. Notwithstanding, we have seen that Article 2 only creates a policy space that is
yet to be filled up by state policies, and that multiculturalist policies could very well be
designed without contradicting its mandates.
In this panorama, my recommendations would be: a) to stop grouping indigenous
peoples as a single sociocultural unity; b) to approach the indigenous issue as a national
problem of multiculturalism, instead of conceptualizing indigenous peoples as the problem; c)
to carry out extensive ethnographic work that can better inform of the indigenous-non
indigenous relations situation; d) to stop thinking of indigeneity as synonymous of
46
prehispanic, and to consider it a national cultural characteristic not inseparably bound to
indigenous peoples; and e) to consider multiculturalist policies aimed at the whole society
and not at one particular group.
Finally, if we agree with Alexander in respect to culture’s relative autonomy in the
social world, we should accept that all public policies are not culturally neutral. In that
sense, all policies have a cultural component to it and a resulting cultural impact. I believe
cultural policy studies could broaden its focus of attention and consider public policies as a
proper field of study.
14,972 words
47
Appendix 1
Population distribution according to poverty condition in México (2010, %)
Red: Extreme poverty Green: Poor by income
Dark grey: Moderate poverty Mild grey: Vulnerable due to social lacks
Light grey: Not poor nor vulnerable
1st column (left to right): National 4th: Children
2nd: Senior citizens 5th: Zones for priority attention
3rd: Indigenous
48
Appendix 2 ARTICLE 2.42 The Mexican Nation is one and indivisible.
The Nation has a multicultural composition, originally sustained on its indigenous peoples, who are those regarded as indigenous on account of their descent from the populations that originally inhabited the Country’s current territory at the time of colonization, who retain some or all of their own social, economic, cultural and political institutions.
The fundamental criteria to determine to whom the provisions on indigenous people apply shall be the self-identification of their indigenous identity.
Those communities which constitute a cultural, economic and social unit settled in a territory, that recognize their own authorities according to their uses and customs are the ones that comprise an indigenous folk.
Indigenous people’s right to self-determination shall be exercised within a framework of constitutional autonomy safeguarding national unity. The constitutions and laws of the Federal District and of the States shall recognize indigenous people and communities and shall also include the general principles established in the previous paragraphs of this Article, as well as ethnic-linguistic and land settlement criteria.
A. This Constitution recognizes and protects the right to self-determination of
indigenous people and communities and, consequently, their right to autonomy, so that they may:
I. Decide the ways of their community life as well as their social, economic, political
and cultural organization.
II. Enforce their own legal systems to regulate and solve their internal conflicts,
subject to the general principles of this Constitution, respecting constitutional
rights, human rights, and in a relevant manner, the dignity and integrity of women.
The Law shall establish the cases and validation procedures by the corresponding
judges or courts.
III. Elect, in accordance with their traditional rules, procedures and practices, their
authorities or representatives to exercise their form of internal government,
guaranteeing the participation of women under equitable conditions before men,
respecting the Federal Union Pact and the States’ sovereignty.
IV. Preserve and promote their languages, knowledge and all those elements that
constitute their culture and identity.
V. Maintain and improve their habitat and preserve the integrity of their lands as
provided in this Constitution.
42 In the translation of this Article the terms selected were those used in the Convention No. 169 of International Labor Organization, Concerning Indigenous and Tribal Peoples in Independent Countries, since this Article was inspired in the aforesaid Convention and it provides better understanding of the meaning.
49
VI. Attain preferential use and enjoyment of any natural resources located in the
sites inhabited and occupied by the communities, save for the ones pertaining to
strategic areas as provided in this Constitution. The foregoing rights shall be
exercised respecting the nature and classes of land ownership and land tenure set
forth in this Constitution and the laws on the matter, as well as the rights acquired
by third parties or by members of the community. To achieve these goals,
communities may constitute partnerships under the terms established by the Law.
VII. Elect representatives before town councils in those Municipalities with
indigenous population.
The constitutions and laws of the Federal District and the States shall recognize
and regulate these rights in Municipalities, with the purpose of strengthening their
participation and political representation in accordance with their traditions and
standards.
VIII. To have full access to State jurisdiction. To protect this right, in all trials and
procedures to which they are party, individually or collectively, the particularities of
their customs and culture must be taken into account, respecting the provisions of
this Constitution. Indigenous people have at all times the right to be assisted by
interpreters and counsellors who are familiar with their language and culture.
The constitutions and laws of the Federal District and the States shall determine
those elements of self-determination and autonomy that may best express the conditions
and aspirations of indigenous people in each State, as well as the provisions for the
recognition of indigenous communities as entities of public interest.
B. In order to promote equal opportunities for indigenous people and to eliminate
any discriminatory practices, the Federation, the Federal District, the States and the
Municipalities, shall establish the institutions and shall determine the policies needed to
guarantee full force and effect of indigenous people’s rights and the comprehensive
development of their towns and communities. Such policies shall be designed and operated
jointly with them.
In order to decrease the needs and lags affecting indigenous towns and
communities, authorities are obliged to:
I. Promote regional development in indigenous areas with the purpose of
strengthening local economies and improving the quality of life of their people,
through coordinated actions among the three levels of government with the
participation of the communities. Municipal authorities shall equitably determine
the budget allocations that indigenous communities shall directly administer for
specific goals.
II. Guarantee and increase educational levels, favouring bilingual and cross-cultural
education literacy, the conclusion of elementary education by students, technical
training and medium and higher education. To establish a scholarship system for
indigenous students at all levels. To define and develop educational programs of
50
regional content which recognize the cultural heritage of their peoples in
accordance with the laws on the matter and consulting it with indigenous
communities. To promote respect for and knowledge of, the diverse cultures in the
Nation.
III. Assure effective access to health services by increasing the coverage of the
national system of health, but benefiting from traditional medicine, and also to
support better nutrition for indigenous people through food programs, especially
for children.
IV. Improve indigenous communities’ living conditions and their spaces for
socializing and recreation through actions facilitating access to public and private
financing for housing construction and improvements, and also to extend the
coverage of basic social services.
V. Foster the incorporation of indigenous women to development by supporting
productive projects, protecting their health, granting incentives to privilege their
education and their participation in decision making processes regarding
community life.
VI. Extend the communication network enabling the integration of communities,
by constructing and expanding transportation routes and telecommunication
means. To develop the conditions required so that indigenous people and
communities may acquire, operate and manage means of communication, in
accordance with the terms set forth by the laws on the matter.
VII. Support productive activities and sustainable development of indigenous
communities through actions aimed at, allowing them to attain economic self-
reliance, applying incentives for public and private investments which foster the
creation of jobs, incorporating technology to increase their own productive
capacity, and also insuring equitable access to supply and marketing systems.
VIII. Establish social policies to protect indigenous migrants in Mexican territory,
as well as in foreign countries, through actions designed to guarantee the labor
rights of farm workers43; to improve health conditions of women, support children
and youth of migrant families with special educational and food programs; to
ensure that indigenous people’s human rights are respected and promote their
cultures.
IX. Consult indigenous people when preparing the National Development Plan and
the States and Municipalities plans, and if appropriate, to incorporate their
recommendations and proposals.
43 In the context of the Mexican constitution, labourers means workers dedicated not only to farming but also to any other agricultural jobs. (Becerra, Javier F., Dictionary of Mexican Legal Terminology, México, Escuela Libre de Derecho, 1999, p. 766.)
51
To guarantee compliance with the obligations set forth herein, the House of
Deputies of the Congress of the Union, the Federal District and the State Legislatures and
Municipal councils, within the scope of their respective jurisdictions, shall establish specific
items allotted to the fulfilment of these obligations in the expenditure budgets they shall
approve, as well as the procedures enabling communities to participate in the exercise and
supervision thereof.
Notwithstanding the rights herein set forth to the benefit of indigenous individuals,
their communities and people, any community equated to them shall have, as applicable,
the same rights as the indigenous people, as provided by the Law.
52
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