Ethnic and Racial Studies
ISSN: (Print) (Online) Journal homepage: https://www.tandfonline.com/loi/rers20
Global Castes
Suraj Yengde
To cite this article: Suraj Yengde (2022) Global Castes, Ethnic and Racial Studies, 45:2, 340-360,
DOI: 10.1080/01419870.2021.1924394
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Published online: 08 Jun 2021.
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ETHNIC AND RACIAL STUDIES
2022, VOL. 45, NO. 2, 340–360
https://doi.org/10.1080/01419870.2021.1924394
Global Castes
Suraj Yengde
a,b
a
Harvard Kennedy School, Cambridge, MA, USA; bDepartment of History, University of Oxford,
Oxford, UK
ABSTRACT
Caste has been thought of as an institution intimately tied to the Indian past
and present. However, caste as a, social system invested in purity, pollution,
endogamy, hierarchy, and inflexibility locked in the rigidity of birth, is found
in major societies across the world. Yet, caste has not received the desired
attention outside India. Nor it has become a social, economic, and political
concern of the world. Everyday caste oppression is indicative of the gross
human rights violations wrought upon Dalit and other caste oppressed
groups, not least in India, but globally. Drawing from caste studies in south
Asia, Africa, Latin America, and North America, this paper inaugurates
pioneering inquiry into caste discrimination as a global human rights
concern. By complificating, to complicate and facilitate the conduits of
hierarchical societies, it posits the importance of global caste theory as a way
to synthesize the experiences of outcastes of each society.
ARTICLE HISTORY Received 1 October 2020; Accepted 19 April 2021
KEYWORDS Global caste; African caste system; caste in America; descent-based discrimination; race-
caste; dalit-black lives matter
Social inequality is not confined to Hindus only. It prevailed in other countries
also and was responsible for dividing society into higher and lower, free and
unfree, respectable and despised. (Ambedkar 1989, 75)
Introduction
“The International Congress on Discrimination based on Work and Descent
Tackling Antigypsyism, Casteism, Traditional and Contemporary Forms of
Slavery and Other Analogous Forms of Discrimination” (hereafter, International Congress DWD) organised a three-day conference from 21 to 23 September 2019 in New York City. The conference hosted speakers from 24
countries (including Bangladesh, Brazil, Burkina Faso, Chad, Czech, Gambia,
CONTACT Suraj Yengde
suraj.yengde@gmail.com
© 2021 Informa UK Limited, trading as Taylor & Francis Group
ETHNIC AND RACIAL STUDIES
341
Germany, Hungary, India, Japan, Malaysia, Mali, Mauritania, Mauritius, Nepal,
Niger, Pakistan, Romania, Senegal, Serbia, Somalia, Sri Lanka, UK, and USA)
with representatives of government and non-government bodies, parliamentarians, and academic experts. One notable aspect of this conference was a
wide mixture of representation of groups that had hitherto not actively mobilized solidarity with each other. Diverse participants ranging from Brazil’s Quilombo community to the European Roma, Senegalese ñeeño, Sri Lankan
Tamils, Indian Dalits, Pakistani Muslims, Bangladeshi rights activists, Mauritanian Haratin (slaves), Chad anti-slavery activists, and Nepalese Dalit lawmakers convened at this historic gathering.
Towards the end of the three-day conference, a New York Resolution was
passed that called on the United Nations and its member states to adopt
“Draft Principles and Guidelines for the Effective Elimination of Discrimination
Based on Work and Descent”. It called for the declaration of the “Decade of
DWD (Discrimination based on Work & Descent) Communities” that will
focus on combating discrimination and violence based on the notions of
“Work and Descent, Casteism, Antigypsyism, Contemporary Forms of
Slavery and other analogous forms of discrimination” with a Special United
Nations Fund to adopt a declaration that recognizes the movement of
people affected under the DWD. In addition, similar demands were directed
with more country-specific resolutions to the state parties as well as international and domestic civil society to take on caste and DWDs on their
agenda.1
The conference was in many ways a continuance of the unfinished agenda
of anti-caste internationalism inaugurated by the Dalit groups in 2001 and
2009 at the United Nations WCAR (World Conference Against Racism, Racial
Discrimination, Xenophobia and Related Intolerance) conference (cf. Hardtmann 2008; Natrajan and Greenough 2009). The UN WCAR hoped to
broaden the tent of racism to include “all forms of racism” or related intolerance to capture other communities that do not neatly fit into the definition of
race, but nonetheless suffer discrimination based on forms of racialization
combined with class, gender, and other forms of exclusions and maginalisations. During the Durban conference, protests and counter protests erupted
from both supporting and opposing parties. While Dalits and their international allies were vociferously calling for caste to be recognized at the
UN, Indian government actors and its sympathizers in academia thwarted
attempts to include caste as a form of discrimination and ultimately, arguments on behalf of Dalit activists at the UN WCAR fell short.
The anthropological reading of caste is comparatively new intervention,
partly because of anthropology’s understanding of societies mired in the
Euro-centric racial estimation of biologism and anatomical illiteracy. Racial
caste, on the other hand, was rooted in the sociological understanding of
society wherein distribution of resources and control of labour and biopolitics
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S. YENGDE
remained eccentric. Thus, a racial caste theory proffered a definition to the
highly complex and irrational form of segmentation being developed in
the colonial slavery habitus. That is why, anthropologically the race argument
for caste was not yet a theoretically popular concept as much as a racial caste
(cf. Montagu 1945).2 However, in the first half of twentieth century American
sociologists and anthropologists had, in fact, found racial-caste system operating in the post-slavery, Jim Crow American South. Prior to that nineteenthcentury intervention by Reverend Joseph Roberts (1847) introduced caste
analogy of the Hindu system with slavery. His theory found echoes in
different quarters of America, especially the abolitionists. Charles Sumner,
the lawyer and Senator of Massachusetts picked up this concept and
launched new public enquiries on caste (1869).
Following this a monumental work in the twentieth-century Deep South
detailed the existence of the colour caste system in a deeply segregated
society (Davis, Gardner, and Gardner 1941). “Color caste” was observed by
the anthropologist Allison Davis as the “integration of the basic institution”
like caste into the “largest system that of color caste” denoting the American
South social order (Davis 1945, 7). Other studies of the era focused on the
emergence of caste paradigms. American sociology was divided over bringing the relevance of caste to the American racial field. One of the chief
opponents of this theory was a Trinidadian-born Chicago sociologist
Oliver Cox, who preferred a racialized argument for American colour caste
problem as opposed to the Hinduized caste (Cox 1945). Cox argued that
a certain harmony existed in India’s caste system because the caste
system was spiritual to Indians, whereas in America, the white-Negro
conflict demonstrated the inapplicability of caste (Cox 1948). This was a profoundly unmeasured reading of caste coming from the scholar who had not
experienced caste, nor empirically examined his own claims. Startlingly,
Brahminical sociology in the twenty-first century also continued the
unfounded claim that castes in India are “harmonious”. Such analyses
were devoid of critical understandings of caste conflict and the epochal
exploitative nature of caste. As opposed to Cox, scholars such as W. Lloyd
Garner, Allison Davis (Davis and Dollard 1940), Dollard (1937), Berreman
(1960), Myrdal (1944) emphasized colour caste dynamics to demonstrate
the importance of underscoring social and economic hierarchies developed
into what essentially amounted to a litany of state-sanctioned experiment of
slavery.
Yet even beliefs rooted in the caste dynamics of colour line proved to be
unhelpful for Dalit activists and academics. The latter simply could not make a
case for the colour relevance of caste at the UN WCAR conference because it
was out of fashion (fact had born out that colour-caste is not the most accurate marker of caste) and race had effectively replaced the caste discourse.
Another reason was the lack of substantive data to demonstrate that caste
ETHNIC AND RACIAL STUDIES
343
is an independent, standalone component that affects more than 300 million
people on five (of the seven) continents. Due to lack of such a study the proposal was doomed to be defeated. However, in 2019 the same advocates,
who participated in the WCAR Durban conference, re-geared with new strategies. The speakers spoke with passion and fervour to denounce the existence of the localized native enslavements in their respective societies.
Justice was at the core of their demands. They appeared resolute in
getting it.
In this paper, I briefly look at the first “International Congress DWD” of
caste-oppressed people in light of the anti-caste history at the UN. Building
on this, I analyse both, the original twentieth-century version and early
twenty-first-century resurgence of the race-/caste debate that impeded
an anti-caste convention at the historic UN negotiations at WCAR,
Durban. Finally, it concludes by looking at particular instances of castes
in Africa, with a brief introduction to the Americas castas/caste study.
This paper is a first attempt to theorize the broader idea of Global Caste
that would encompass culturally specific factors responsible for structuring
societies that do not have a squared-solid framework of race. It is in this
light, the paper attempts to outline global castes and its conditioned hierarchies that possess endogamous characteristics preserved as a “tradition”. I
argue that global castes are part of historical indigeneity that have guarded
social and cultural practices. These can be observed through the lens of
colour caste paradigms coalesced through religion and spatial bases that
guide and structure the caste society.
Global Caste here posits a geographical and as well as ideological distinction. It sutures the highbrow description of the world with localized
meanings of universalisms.3 The Indological perspectives and Eurocentric
imagination posit caste in competing dualisms of either being a category
with a historical fecundity tied in the purisms of “traditional” phenomenon
– the Vedic varna order unique to the Indian subcontinent; or a microcosm
of macro-hierarchies. This paper defines Global Caste as layered mechanism of immovable social hierarchy and absolute control that aims to dehumanize certain forms of labour through both structural and economical
positions, as well as through the cultural practices of endogamy and
ritual. This paper further suggests that by understanding caste as a practice
located in commune in the local context with its specific socio-cultural
regulations, it can be easily reproduced throughout the world. But just
as caste oppression is reproduced throughout the world, so too are anticaste solidarities taking shape in creative form around the world. This
paper seeks to make visible some of these emerging movements. Global
Caste also has to additionally look at the sources of caste in the South
Asian diaspora (Schwartz 1967; Yengde 2015, 2021; Ayyathurai 2021;
Kumar 2009).
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S. YENGDE
Global Caste
If seen through caste theory, the case of slavery in modern times would easily
correlate to the caste experiences of the outcastes of the world.
In some ways it is even worse than the black–white divide in America. We speak
the same language, eat the same food. There is no facial or cultural difference—
but this is happening.
Bishop Anthony Obinna describing the caste differences in Igboland of Nigeria
(Nwaubani 2019).
Most societies around the world have followed a trajectory of modernizing
through differentially valuing and devaluing the human body. It arranged
the society into a totemic pole of hierarchies. At the extreme end, the body
was relegated to the status of near outcastes. Their names were written off
and they were sold whenever the need arose. These unnamed were categorized variously as working class in the anti-imperial terrain. This framework of
analysis discarded the deep seated, a-class projections of humiliation that
was endowed upon those people who were placed in the lowest strata of
the vertical arrangement. The lowborn have been indispensable to the exigency of each civilization. These atrophied bodies and stories of the untold
such were systematically organized in the vertical horizon of developments.
It is important to emphasize that not all the experiences of the victims can be
written off by just concentrating on the past two to four hundred years of
European imperialisms, slaveries and indentures. The archives of pre-European histories of colonizations need to be excavated to realize the violence
and denudation in the casted societies that doesn’t put a premium on
spatio-capitalist interpretations. The legalized brutalities of casted societies
to maintain the hierarchy and normalize its unequal share of power. The
global outcastes have been deprived of their narrative. They were asked to
accommodate into the elite lexicons of anthropological essentializing in
the conduits of west vs. rest. The humanity that was tied in oppression was
not only wealth intensive, but also strictly located in the cultural inspired
caste morality that produced global untouchables in a mortal order of
global castes.
Global Caste is a form of localized slavery that exists across the world. Here,
I develop a theoretical approach that complificates simplified culturalist
understandings of caste, and centre instead the phenomenological experiences of the unheard outcastes. I suggest that a supple global caste theory
should be free from the rigidities of methodological conventions and
unbound from dominant epistemologies. The caste has not become a
problem of global concern due to the brutal suppression of this issue by
the elites of local caste systems, who utilize academic canons and political
ETHNIC AND RACIAL STUDIES
345
debates to undermine caste-sensitive interpretations of history. To study
Global Caste, one has to innovatively deploy a semi-comparative, empirical
study. There are some defining aspects of Global Caste: enduring stigma,
humiliation, striving for recognition as human, fear of pollution from the outcastes, strict endogamy, minority status, spiritual assent, bloodline through
inheritance, control of the body politic as an accessible labour to be disposed,
judicial and police officials – also known as the “carceral state” – in favour of
caste supremacy, and denying access to basic material and non-material
resources through the state and laws. These features define global outcastes.
The endemicity of caste topics can be seen with its obvious operation in a
society without a hurdle. The categories of identification can be summarized
with below occurrences in the life of caste society.
.
.
.
.
.
.
.
.
.
.
.
.
.
Granting of social rank from the mother’s womb.
Discrimination premised on purity and pollution.
Enforced endogamy.
Occupational ranking in society.
Contest to the hierarchal sanctity.
Stigma and shame to discuss the issue of caste.
Communal osctracization.
Inferiority granted to certain social groups based on their birth.
Ignorance from the government and the society.
Justification for the existence of the system.
Calling names to designate the status of the “lower” Other in the society.
Used in reference to or instead of racial theory.
Banned from positions of higher status in politics and society.
These systems of social operation function as codified normativity, thereby
giving rise to rigid descent-based caste order.
The situations of caste societies might have ameliorated or changed owing
to the political updates on the civic rights font; however, discrimination based
on one’s descent still continues. It might not have the same characteristics or
nomenclature, but their socio-economic status is still the lowest. To understand this, one needs to fully grapple with the condition of left-out underdogs of postcolonial nationalism – the outcastes of their societies. Some of
these have not yet received the mainstream academic attention and more
so by the nationalistic historiography. Under the auspices of post-colonialism
European categories got summoned to interpret society and history. That is
why irrespective of their existence, these communities remain largely
unknown.
We can recall examples from around the world of “outcastes”, for
instance Senegal’s ñeeño community (hereditary shoemakers, blacksmiths,
goldsmiths) (Diop 1987, 2; Mbow 2000) of the Wolof society, or the
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S. YENGDE
griots or Rwanda’s Twa (also known as Batwa) “were at a very low level of
pre-agricultural social organization” (Rodney 1982, 125) (1 per cent hunters
and craftsmen) of the Tutsi (aristocratic and pastoralist 16 per cent) and
Hutu (farmers and commoners 83 per cent) (Maquet 1961). The list goes
on: in Kenya, the Watta groups (the unwanted low caste), in Somalia the
Sab group, Midigan, Tumal and Yibir, while in Mali, Bellah (the slaves),
Haratin of Mauritania, Osu and Ohu of Nigeria in France Cagots, in Japan
Burakumin, and in Brazil Quilambulo. The Roma population spread across
the world, particularly in Europe adds further to that castegorization
(Yengde 2019). In Latin America, the Mestizos, Castizos of Mexico,
Gambia, Guinea, Sierra Leone, Liberia, Ivory Coast, Benin, Ghana, Burkina
Faso (Panos West Africa 2001) and Gemu Gofa Province, South-West Ethiopia prefix identity to mark the lower(-st) castes (Cerulli 1922 in Pankhurst
1999; Todd 1977).
Therefore, it is also not an easy exercize to correlate or replace caste with
slavery. In his thesis “Slaves and Untouchables?”, Ambedkar argued that
slaves were a merchandize that had relative recognition. But, untouchables
were subhuman in their personality and value. That is why untouchability
was “hundred times” worse than slavery he maintained (Ambedkar 1989,
16). Ambedkar furthermore contended that in “an unfree social order such
as slavery there is the advantage of apprenticeship in a business, craft or
art” which was not accorded to the untouchables. And because slave was
a property, owner had a material investment that forced him to take care
of their valuable possession. This meant taking care of a slave in health,
housing and giving access to high culture and art (Ambedkar 1989: 14–
15, 17).4 This was not necessarily available in the case of caste slavery of
the Americas but was viewed in the Roman era where slave was not
coded in racial-colour because race was not yet Europeanized in its strict
sense of capitalist exploitation. Something similar is noted by Africanist
Ugo Nwokeji “Slaves could transcend slavery and became slave masters
themselves, but the Osu for generations unborn could never transcend
their status”.5 However, many postcolonial scholars from Asia and Africa
argued for a sanitized Eurocentric view by taking stock of past four
hundred years of European colonization in their respective societies.
During an interview with me, Nwokeji argued for a more nuanced reading
of African slavery as opposed to the simplified narrative of European
plunder in Africa.6 Adaobi Tricia Nwaubani stated in alarm that “African
scholars have not done enough and presented incomplete picture to the
western world. They argued for Africa centric civilizations and the greatness
of it. While such gory practices in the African traditional religions continued”.7 An outcome of this is the still prevalent caste slavery and untouchability operating as a neutralizing factor in popular culture, literature and
media (Nwaubani 2020).
ETHNIC AND RACIAL STUDIES
347
Race-caste debates
One of the major reasons that anti-caste efforts were dampened at the U.N. in
early 2000 was because of an on-going debate that compared caste with race.
This debate has since then received overwhelming attention from the media
and academia. One portion of interest comes from orientalized sociology and
the other from nationalist academe (Visweswaran 2010, 159). Both canons
have attempted to own the debate by arguing caste is not race because of
the biological differentials. And that caste is a cultural derivate that unites
India. By adding customary aspects to the emergence of caste tensions
firmly rooted in societal behaviours and religious practices, caste is understood as a culturally harmonious product of the great Hindu (inter alia
Indian) civilization (Natrajan 2012a; 2012b).
Guru argues the unity of race and caste meets where the “natural essence
and beauty” of these groups is divested by the hegemon (2009, 169). This
means the ideological vision of race was constructed on colour as a necessary
identifier. Colour did not have to be melanin-based but an ideological
assumption. Thus, even a fair-skinned Dalit would be made to feel intimidated by a dark skin Brahmin but not vice versa. Thus, race assumes a
class-cultural framework where white as an aspirational category becomes
acceptable to non-whites. This determinant could easily apply to the caste
context.
Theory of internationalization of caste had been initiated in the past
century by Sridhar Ketkar who had observed the potential of caste becoming
global due to Hindu migration. “If Hindus migrate to other regions on earth,
caste would become a world problem” Ketkar argued (1909, 4). The UK Equality Bill, 2010 was one such international intervention (first of its kind) that
acknowledged caste as a mobile institution crossing South Asian shores,
thereby meriting a global recognition. However, there have been frequent
attempts to undermine the efforts in recognizing caste as a category of discrimination that could fit in the broader category of race and ethnic discrimination. David Mosse’s summary of the events building towards the Equality
Bill legislation and the debates surrounding it foregrounds the views of the
opponents who took a hurried position without fully underscoring the subtleties of caste as a form of discrimination that race might/might not help to
cover (Mosse 2015; Waughray 2014; Dhanda 2015).
Sociologist of race and caste, Andre Beteille demonstrated “remarkable
similarity” in the status and attitude towards the women of lower castes or
races (Beteille 1990, 491). He observed, “inequalities of caste are illuminated
in the same way as those of race by a consideration of gender”. Calling out
the Indian Sociology as locked in the romanticism of Indic past, which was
unhelpful in underscoring the sociology of caste, Beteille firmly stated “the
present and not the past should be the point of departure in the sociology
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S. YENGDE
of India”. His primary points of attacks were Louis Dumont and McKim Marriott. However, a decade later during the Durban conference Beteille
changed his position diametrically. He came across as an apologist of the
caste empire. He thwarted sociological findings of caste atrocities by
society, state and judiciary against Dalits. Beteille ridiculed caste atrocities
by defending caste society’s legibility. This argument concluded that caste
existed but not to the level of meriting UN intervention. Similarly, Gupta in
his appraisal of the UN Dalit activism expressed concerns that caste and
race debate, which was long “dead and buried” was reincarnating (Gupta
2001).
Marshalling outdated and Brahminical theories of caste, Gupta and Beteille
ensured that the Dalit position got derailed in their objective of seeking
justice. Instead of enabling scholarship to make inroads in the progression
of human freedom, their research became an active tool to axe important
epochal changes (on the responsibility of anthropology and scholarship cf.
Kunnath 2013). As Kalpana Kannibaran noted while the arguments are “sociologically fascinating, [but] are socially pointless” (Kannibaran 2010, 3). While
the import of sociological theorization needs closer attention one also
needs to look beyond-the-theory context to come to terms with the disservice of sociology towards Dalit liberation (Freire 1996).8 Beteille and
Gupta’s theories exemplified the harmonious intersection of occidental and
oriental sociology. Theories are fashioned as coattails on the terrain of constantly changing society. Thus, the experience of theory needs to guarantee
an affirmation of the subject’s position. It needs to take into account the
intention of the subject. Many a times the opponents to Dalit activist’s position worked on assumptions than drawing from high quality data. This
was partly because the Dalit subject didn’t merit academic and state attention due to the fear of exposing the evidence of entrenched caste system.
The position of Gupta and Beteille partly deserve appreciation as they
refuted prevailing racialized identities being slapped on Indian geography.
However, their intellectualism did not pave the path for Dalit self-emancipation. Instead, it becomes a barrier denuding to condemnation of Dalits declaring solidarity movements as “politically mischievous and scientifically
nonsensical” (Kaur 2001). The origin of the myth of race and caste has
different vantage points, but their ramifications and neologisms in terms of
everyday pervasiveness are juxtaposed to each other. At the centre of race
and caste superstructures sit dehumanization, inequality and condemnation.
Across the Atlantic in America a similar experiment was taking place
during slavery. In her stirring analysis of the American racial caste system,
Isabel Wilkerson brings back the age-old diagnosis of the American
problem which was lost during the era of civil rights (Wilkerson 2020a,
2020b). The school of racial caste studies was active since the beginning of
the twentieth century in America. As noted earlier, scholars, such as
ETHNIC AND RACIAL STUDIES
349
Gunnar Myrdal, Gerald Berreman, Oliver Cox, Allison Davis, Mary R Gardner,
John Dollard, put a caste lens on the sociological study of the American
south, the hub of racial slavery.
Wilkerson’s thesis is that the division of American society is primarily castebased which acts as an “architecture of human hierarchy, the subconscious
code of instructions for maintaining, in our case, a 400-year-old social
order”. She continues, “Looking at caste is like holding the country’s X-ray
up to the light” (Wilkerson 2020a, 17; Wilkerson 2020b). The underappreciated and mostly forgotten prognosis of caste is being brought back to
look into the deep fissures created by racialized economic order. Hatred of
black bodies with sustenance of racialism does not conform to the principles
of fictitious biological differences. Having worked through this definition,
Wilkerson contends that the “signal of rank” is what we call “race” is actually
an “American caste system”.
It is not simply rehashing of racial theory that would supplant the conversation on America’s problems. Wilkerson argues by paying closer attention to
the caste experiences one can truly hold race in the same light because “caste
predates the notion of race”. Caste manifests itself in the investment of maintaining the hierarchy. And therefore, it is more insidious. But, racism as an
apparent marker is not the same because it is visible destruction. But the policies and invisible forces of society that are heavily invested in maintaining
the structure intact is Caste. Because it is “not active and openly hateful of
this or that group” and that is why long lasting. Thus, race becomes a “faithful
servant” to caste. There have been several pushbacks by non-Dalit, mostly
Brahmin Indian scholars and a few others drawing their criticism from the
classic left position that discounts caste and instead promote race and
class as a preface to discrimination. This, as Wilkerson proves are not adequate categories of explanation. The remarkable intervention by Wilkerson
has at least given reason for America to seriously look into their history
and its battles. Several theses have approached race through a fluid, often
with an evolving definition (Negro-Black-African American), but a fixated
and yet inflexible virtue of that paradigm was not seriously examined.
Caste is an academic viewpoint that would displace the biologism of
colour-casteism that locked the oppressed caste people of India into
confined chambers.
Caste in comparative perspective
Caste and race have achieved a near invincible status in public and private
imageries. To look at them not as competing categories but complementary
modes of interactions – castegories created in distinct temporalities advantage the Global Caste project. The glossaries of Global Caste easily cross
over racial dynamics of colonial construction. Global Caste offers an inclusive
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S. YENGDE
and spatio-temporal vocality that otherwise privileges certain geographies
and their experience as universal. Global Caste centres on local experience
to magnify the intention of the oppressor’s objectives that are often universal
in violence. Although a case of Caste in East, North, Central and West Africa
can be made owing to the seminal studies in the colonial times, I will
briefly touch on the Ethiopian caste contest, and then focus on West Africa
for the purpose of condensing the argument.9
Caste interpretation of African societies has met with criticisms. Pankhurst
has argued for a different set of analysis apart from the caste to understand
the condition of “marginalized minorities”. Pankhurst suggests looking at
“local conceptions of marginalizations” in a comparative perspective by
taking stock of changing status “over time and space” (Pankhurst 1999,
485). He further argues that owing to “lack of uniform ideological cultural
underpinning” wherein the social relations between the dominant and marginalized and among the marginalized is not caste-like; thus, it is better to
keep it to the Indian context (Pankhurst 1999, 503). The misreading of
caste as a religious, Hindu, Asian condition defeats the theory of caste as
being hereditary, birth-based, rigid endogamous form of institution operating in any social groups. As is noted in his essay the ideas of purity and pollution exist in food practices, impurity attributed to the artisan caste without
religious sanctions. Pankhurst argues the notions of purity-pollution is not a
central organizing principle in south-western Ethiopia (Pankhurst 1999, 490–
1). This position does not disqualify the caste rationale of purity. However,
early in the essay, drawing from the twentieth-century works on caste in
Africa, Pankhurst argues that apart from Hinduism the rest of caste specifications apply to caste in Africa (Pankhurst 1999, 486–7). However, by time he
arrives at the conclusion, he disagrees with this proposition. Ambedkar examined the similarities of untouchabilities existing in non-Hindu societies. He
cites examples of Judaism and Zoroastrian religious practices where menstruating women, or someone who comes into contact with a corpse is held as
untouchable. However, Ambedkar argues “even though the idea of untouchability exists in various countries and religions, heredity based untouchable
class only exists in India” (Ambedkar [1927] 2009, 47). This doesn't undermine
the existence of castes in non-Indian societies.
Castes of West Africa
The case of caste in West Africa, especially Senegal can be viewed through
the existence of hereditary rules effective in politics, economy, occupation,
attitudes of people (intellectuals and common people alike) towards the
lower castes, in matrimonies and strict familial pride with one’s status
(Mbow 2000). Among these, the conditions of inter-caste marriage still
remain a taboo in the caste societies where families become accomplice in
ETHNIC AND RACIAL STUDIES
351
prohibiting such marriages. Often this leads to suicide or infanticide of the
intercaste couple (Mbow 2000, 87 fn. 18). The children born out of the intercaste (mixed) wedlock are “geer benn tank (having only one foot)” (Mbow
2000, 90).
Penda Mbow, a professor at Senegal’s premier university in Dakar, was in
relationship with a man but couldn’t marry him. Senegalese caste norms prohibited them from inter-marrying since her partner belonged to a different
caste. An ex-minister and adviser to the President of Senegal, Mbow had to
wait for 40 years to legally marry. She recently married her long-time companion owing to the strict rules on inter-caste marriage. This news was received
with much celebration in the Senegalese media (Seneweb 2017). Similar circumstances of caste endogamy can be seen in Nigeria, Mali, Mauritania, and
other caste-sensitive societies of Africa.
Cheikh Anta Diop stated that unlike other hierarchical caste societies the
Senegalese gér – the superior caste “could not materially exploit the lower
castes without losing face in the eyes of others” (emphasis mine) (Diop
1987, 2). The uniqueness of this caste system was premised on exchange.
Be it slave caste ministers or the manual labourer castes who could add
wealth given by the lord instead of being deprived. Such social system
accorded advantages and disadvantages which is why “African society
remained stable” Diop argued (Diop 1987). The religious attachment to the
maintenance of caste assured monopoly of inherited caste community
skills. This was made to “eliminate professional competition” (Diop 1987, 8).
And to promote this work ethic religiosity validated the system. Thus, even
if a person acquires the craft and skills, still the person is barred from freely
practising that trade because of ancestral inheritance to the novelty of the
trade. The purity of the outcome of specific caste profession gets valued,
while the same work done by other caste person loses its originality.
In Nigeria, in particular, extraordinary literature is produced on the caste
system compared to other African societies. Many European anthropologists
of the colonial times produced scholarship on the intra-caste conflicts in Igbo
society. However, it was refuted by Africanist scholars who found it innocuous
to compare the caste system of Igbo with other caste societies (Obinna 2012).
However, Nigerian author Adaobi Tricia Nwaubani in her New Yorker magazine piece demonstrated the significance of the caste system in Igbo
society (Nwaubani 2019). The commitment to traditions, such as traditional
titles “Ogbuagu” given to accomplished men, cannot be taken by the
lower (slave) castes irrespective of their achievements. The values of the
caste system are upheld as legacies of the great pre-colonial African past.10
Tradition, as a marker of civility as opposed to the European colonial modernity, was a framework developed by post-colonial studies that belaboured to
prove the white society about its greatness. In doing this, a cultural hallmark
of traditional societies was masked as a great gift to the world. In effect, such
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S. YENGDE
traditions were locked in the pre-modern, medieval conceptions of human
subjugation. The caste systems of African society bring to bear the many
debates about who gets noticed and what gets discussed in the African grief.
It is not very often that one derives resources or knowledge from the subordinate castes of African society. It is usually the dominant castes that are
privileged to fit into the rank of ruling class, aristocrats or powerbrokers,
who due to their access to modernity and grasp on colonizer’s language,
convey to the world about their privileged memories of oppression as Nwaubani does in her searing self-critical indictment of her great-grandfather who
traded in slavery. She identified him as a “slave-trader” (Nwaubani 2018).
African intellectuals tend to blame the West for the slave trade, but I knew that
white traders couldn’t have loaded their ships without help from Africans like
my great-grandfather. I read arguments for paying reparations to the descendants of American slaves and wondered whether someone might soon
expect my family to contribute. (Nwaubani 2018)
The slaves were of Osu and Ohu origin, who were also transported across the
Atlantic. The dominant castes in the societies “competed with one another in
the number of slaves” (Nwaubani 2019). This structure of internal African
experience of enslavement predates the “modern era” as Ogechukwu
Maduagwu, the founder of Initiative For Eradication of Tradition and Cultural
Stigmatization in Our Society (IFETACSIOS), a caste abolitionist organization
observed.11 According to Maduagwu the historic experience of untouchability attached to the bodies of defeated tribes was one of the ways for their
enslavement. The ones who were enslaved and brought into the Igbo land,
were tied to the shrine working as low-born supervised by freeborn higher
caste priests. This explanation of society through a caste angle helps to detangle the complications developed over the racialized other through class
conflicts. Many outcaste Osus have subverted the denigration of untouchability into a marker of accelerating class by sharing resources due to the solidarity of marginalization.12 Caste theory manages to take into account many
hoops that were missed in the overwhelming anti-imperial, anti-capitalist
logic of postcolonial reconstruction of independent nations. Often caste
dynamics get submerged under the philippic of whiteness contra nonwhite “races” by privileging historically short-sighted Euro-American
viewpoint.
There are no physical differences between the casted people unlike the
“race” phenomenology. This fundamental difference has been unique to
the caste-race question. In the Igbo society Nwaubani also cautions from
pitting caste into a race problem by analogizing it with the African American
experience. She finds these differences are mostly based on lineage and spirituality, which is drawn from the cultural belief. If compared with the Hindu
caste society, these two prominent markers become engines to the caste
ETHNIC AND RACIAL STUDIES
353
society. Ambedkar noticed caste with providing a “cultural unity” that maintains homogeneity in a diverse society (Ambedkar [1916] 1979). Lineage as a
way to retain purity of bloodline through strict endogamy, and spirituality
that encourages such practices becomes authenticated excuse to impose
caste rules. From early age children are indoctrinated with this belief
system who then impose these distinctions of lower and lowest designations
on the outcastes. Igbo caste system is a social practice.
Looking at the Igbo caste system one can draw apparent parallels to the
India’s caste system. The spiritual sanction in the Igbo traditional religion
acts like Hindu-Brahminic religion for Dalits. Calling names to the lower
caste Ohu or Osu in public spaces and getting into constant confrontation
with those of the higher castes who refuse to honour the dignity of the
people on the oppressed spectrum is similar to the Indian Dalit experience.
An entire community is outcasted and osctracized from participating in any
village festivities and the leadership of the lower castes is not acceptable
to the higher caste groups in Southeastern Nigeria (Nwaubani 2019). The
Osu caste is hereditary and it has limited relation and association with the
non-Osu society. The stigma of Osu emanates from their lowest position
worthy of pollution and fear. The brutality received in the name of religion
and Igbo cosmic practices dismember the Osu people at the hands of Igbo
caste priests. For example, this ritual chant demonstrates the inescapabilty
of the capital punishment wrought by the Igbo caste society: “Anything
that kills a freeborn should go and kill the outcast instead”. Osu in modern
times continue to be debarred from the Igbo society where their skills and
achievements are “undervalued” let alone acknowledged (Obinna 2012, 113).
Their position is unchanged irrespective of the religion and their life is
devoted to someone else’s pleasure and protection. Meaning they do not
have a dignity and life full of unworthiness (Obinna 2012).13 However, Christianity, through the efforts of missionaries, offered them education and positions that helped to elevate their status out of the local religious status.14 Still
their status as inferior is unbreakable. The belief in local religious gods sifted
to believe that caste enslavement was meant to be kept untouched because
it was “the plan of the god and interfering with it would upset gods”.15
The active efforts in the Nigerian society by non-Osu to hide their status or
avoid any hint to demonstrate Osu connections are revealing the fears and
social pressures to act to impress the comfort of ruling class’ viewpoint. In
an interview with me, Nwaubani stated that anti-caste activists are mostly
non-Osu like Oge because many Osus do not want to identify with their
caste in the open due to the apparentness of stigma and fear. However,
some Osus have successfully advocated for jobs and preferential treatment
in the government positions.16 There are also efforts underway to organize
Osu community to share information and resources.17 Historically, the Osu
status was not confined to one particular group.
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S. YENGDE
Getting into the Shrine and claiming the Osu status meant to escape death
or death-like conditions. Once a person becomes Osu, then they are made
untouchables – which meant they were under the custody of gods and no
one could touch to inflict punishment or pain. There were many reasons
for one to become Osu and the motivation varied. One could claim Osu
status to escape sanctions, or death as a form of human sacrifice that was
going to be offered, or to evade the unpayable debt to the powerful creditor.
These were last choices prior to death.18 Once an Osu the curse of becoming
lowest outcaste – an impure body remained on the succeeding generation
producing a descent-based untouchability.
In 2017 at a public event in Harvard, I asked the Nobel Laureate Wole
Soyinka to address the question of caste in Nigerian society. Soyinka immediately gestured to the existence of caste among the Igbo people, thereby distancing himself from the caste question. This conversation was picked up a
Nigerian novelist Onyeka Nwelue also in the audience who spent the rest
of the evening explaining to me the reason Soyinka distanced himself from
the caste society of Nigeria. Nwelue gestured to Chinua Achebe who is
from the Igboland and has invested in exposing the caste system. The apparent reference is to the classic Things Fall Apart wherein Achebe talks to the
four castes in Igboland: Diala (freeborn), Ohu (domestic slaves), Osu (slaves
owned by traditional deities) and Ume (slaves dedicated to most vicious
deities) all placed according to the hierarchies.
Soyinka’s reaction demonstrates the persistent problems of Nigerians
merely acknowledging the caste problem while failing to actively
engage in addressing it by Otherising caste rather than acknowledging
it. This happens due to the absence of anthropological and sociological
comparative framework amongst the DWD groups; the activists have
fallen short of making concrete developments into the rigid organizations
like UN and other international non-government civil society groups. The
celebrated work of D M Todd (1977) and Tal Tamari (1995, 1997), whose
doctoral dissertation remains key textual approach to the issue of caste in
Africa (Tamari 1991), never became base of dialogue at the UN conventions that could strengthen the case of caste victims alongside the
DWD groups.
Castas of the Americas
Although the concept of caste matured during the South American colonization, it was in the Spanish colonial conquest that caste hardened in the colonized society. It was in the Portuguese colony, Brazil in particular where caste
colourism took definitive shape under the hereditary castes – the castas. The
complex “mixed-race” case of Brazil has taken shape into multi-coloured
form. That is how we get “one hundred and thirty-six colors of race in
ETHNIC AND RACIAL STUDIES
355
Brazil” (Prabhala 2014). In addition to these racialized forms, caste assimilation grids class and colour lines into the Brazilian society.
However, for the sake of this paper, I briefly dwell on the Mexican caste
system that epitomizes economic and social constructs in the Americas. Here
caste identifiers draw on the percentage of blood. Three-part Spanish and
one-part Indian make one Castizos. Three-part Indian and one-part Spanish
makes one Cholos, while the Spanish and Negro blood make Mulattos
(Levitin 2011). The Mestizos (Spanish and Indian ancestry) were castas whose
designation was decided on descent as opposed to the Spaniards of peninsulares (born in Europe) or crillos (born in South America) (Menchaca 1993, 585).
Such strict segmentation of caste operates like the caste system of India
wherein percentage of caste blood defines the caste status of the progeny.
Ben Vinson III in his landmark study on the Mexican caste system described
how before the mestizaje (the colour-racial identity) there was caste. The
Mexican independence of the early 1820s had dual purpose – political
freedom and abolition of the caste system (Vison III: 183). In that way the
efforts bore fruits, however, the caste mindset remained. Caste structure and
operation evolved with peculiar understanding of caste ethnicity instead of
race. One elderly informant, Torres (age 95) informed Vinson that “we don’t
have race here” (Menchaca 1993, 204). What then did they have? It was
castes that ran like a stream underneath the colour-coded society. In current
times it operates with the same language and philosophy as during the colonial regime. Its modality, however, has changed (Menchaca 1993, 207).
Similar template was used in the north of Mexico, in the American South
that laid a foundation for America’s slavery to develop into racial caste
system. Caste system ensured a viable functioning of enslaved population
that put the lowest caste – The outcaste slaves on the margins of social, political, and economic progress. the upper castes – who became default, dominant castes – took every advantage of their caste status aided with racialized
science and religiosity to claim a spiritual superiority over the lower castes.
By looking at America through a caste lens, it starts to make sense how the
lower caste groups are meant "to be treated, where they are expected to live,
what kinds of positions they are expected to hold” (Wilkerson 2020a, 18).
Thus, a call is made to analyse America's troubled past through the lens of
caste and its co-existence with other systems of hierarchies. Instead of
pitting it as caste or race, American scholars of the past century had argued
for a racial-caste or color-caste system. The invisibilization of caste features
make it more pungent and powerful as opposed to the visibilities accorded
to race attributes. The basis of each society is foregrounded in the architectural foundations of a social construct that maintain the hierarchy. One
cannot move from within the structure of the fixed ranking given at the
time of the birth. This belief then matures to grant unanimous privileges to
the dominant oppressor castes while prohibiting the same to oppressed ones.
356
S. YENGDE
The purview of looking beyond the boundaries of caste cartographies
offers us unique insight into looking at caste disorder operating in many
societies, comfortably sustaining in the modern nation states. There are
caste oppressions that are not often rooted in the Euro-centric racial conception. We are also seeing a new form of caste oppression that is not a separate colour concept.
Conclusion
Belief in purity of soul and blood affirms the raison d’etre of the caste system.
This purity is then validated through the distribution of work. One is assigned
a caste role and they have to commit to it entirely. Violation of this invites
punishment. Similar forms of systems exist in societies that have vertical hierarchies brought by the descent-based order. Caste as a hereditary system is
not unique to India, it is global. The inflexible forms of hierarchies do exist
elsewhere. But they have not received the same intellectual response as is
seen with Indian caste system. Reasons may vary but logic of superiority
bears resemblance. Perhaps the post-colonial native elites themselves were
amassing cultural capital and wealth to distract their own superior, higher
caste status by becoming uber victims of the colonial process. In this the historically double oppressed (by colonial machine and by the native elite) never
had an equal seating.
The social status permanently fixated based on one’s descent is a hallmark
of caste rapture. World over the societies that have undergone colonial reconstruction of their selves have found facing with the European models of ethnicity, tribe, and nation. Caste somehow missed the differentiating metaphor.
Thus, an anti-oppression fight has been confined to the European models
that have retained a certain characteristic intact – this is the obscure, but
omnipresent, Global Caste.
Acknowledgements
I would like to thank 6 reviewers for their criticisms, comments, and suggestions. I am
grateful to the informants from Nigeria, Senegal, Japan, Nepal, India, USA, U.K., Mali,
Mauritania, Romania for giving me interviews and, or, helping me think through the
ideas of caste. The credits for individual interviewees are cited in the paper. I would
like to thank the organizing committee of International Congress DWD team for inviting me to deliver Special Address at the inaugural session of the Congress on 21 Sept.
2019. Part of the remarks appear in this paper in a condensed form. I would like to also
thank Malini Ranganathan, Jesus Chairez-Garza, Mabel Denzin Gregan, and Pavithra
Vasudevan for inviting me to deliver the Keynote at the “Rethinking Difference in
India: Racialization in Transnational Perspective” conference held on April 1–2, 2019
at American University, Washington D.C. The present paper is different from the original keynote.
ETHNIC AND RACIAL STUDIES
357
Disclosure statement
No potential conflict of interest was reported by the author(s).
ORCID
Suraj Yengde
http://orcid.org/0000-0001-8909-6421
Notes
1. Copy of the resolution with the author.
2. The original theories of the racial caste system were developed in the postslavery American South. Development of racial-caste interface helped to
explain the inadequacy of the “most dangerous myth” of race.
3. Schwartz’s (1967) edited collection was the first scientific study that collated
studies on caste and diaspora. Following this there have been critical developments in finding caste outside South Asia. Vivek Kumar’s work around caste and
diaspora establishes the existence of Dalit community in the western diaspora
(2009). However, Ayyathurai’s (2021) research in the Carribbean in 2019 found
castelessness among the Indo-Guyanese community.
4. Ambedkar looked at the Roman era slavery and noticed slaves becoming grammarians, artists, philosophers, doctors, p. 14–15. Waghmare (1974), the first
Shudra (Gardner caste) to conduct extensive research on African American literature in the 1960s commented that even if the slaves could buy the
freedom, it was extremely difficult for one to purchase due to the costs and generational toil day and night just to get by.
5. Nwaubani (2020).
6. Ugo, interview with the author, 30 September 2020.
7. Nwaubani interview with the author, 13 September 2020.
8. Freirean methodology has intentionally invested in action as a collective project
to free the oppressed.
9. Works in the Horn of Africa, and West Africa have aptly recognized caste distinctions in the African societies (Shack 1964).
10. For a nuanced exposition of this see Diop (1987).
11. Interview with the author, 4 September 2020.
12. Two sisters who belong to the Osu community Urenna Onuegbu nee Onyenucheya, Uzumma Onyenucheya shared the story of their middle class status that
is an envy for the non-Osu, known as Dialas. Their version of Osu sacrifice stems
from the fact that Osu were the “most beautiful and intelligent people that is
why they were chosen for sacrifices” (Interview with the author, 14 November
2020). Similar narratives can be heard in case of Dalits in India who were once
the valorous royals but after the defeat subjected to condemnation (Ambedkar
2003).
13. Ibid.
14. Nwaubani interview with the author, 13 September 2020.
15. Nwaubani interview with the author, 13 September 2020.
16. Nwaubani interview with the author, 13 September 2020.
17. Urenna Uzumma, Onyenucheya, Interview with the author, 14 November 2020.
18. Ugo interview with the author, 30 September 2020.
358
S. YENGDE
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