Unit 26 PDF
Unit 26 PDF
Unit 26 PDF
UNIT 26 MARXISM
Structure
26.0 Objectives
26.1 Introduction
26.2 What is Marxism?
26.2.1 Utopian and Scientific Socialism
26.2.2 Evolutionary and Revolutionary Socialism
26.3 Basic Principles of Marxism
26.3.1 Dialectical Materialism
26.3.2 Historical Materialism
26.3.3 Theory of Surplus Value
26.3.4 Class Struggle
26.3.5 Revolution
26.3.6 Dictatorship of the Proletariat
26.3.7 Communism
26.4 Theory of Alienation
26.5 Theory of Freedom
26.6 A Critical Appraisal and an Overview
26.7 Let Us Sum Up
26.8 Some Useful References
26.9 Answers to Check your Progress Exercises
26.0 OBJECTIVES
In this unit, you will read about the theory and practice of Marxism, propounded by
Karl Marx and others. The basic tenets of the philosophy comprising of dialectical
and historical materialism, the theory of surplus value, class struggle, revolution,
dictatorship of the proletariat and communism are discussed at length. After going
through the unit, you should be able to:
• Discuss the pre-Marxian strands of socialism such as utopian socialism;
• Enumerate, describe and discuss the basic postulates of Marxism;
• Comment on other important components of the Marxist theory such as the
theories of alienation and freedom and finally; and
• Critique Marxism as well as comment on its contemporary relevance.
26.1 INTRODUCTION
The present unit aims at examining and explaining the principles of Marxism, which
is the most revolutionary ideology of our age. Along with liberalism, Marxism ranks
as the most important philosophy of our time. Liberalism, Idealism and Marxism are
the three important theories of Political Science. C.L Wayper has divided various
views regarding the state into three parts, viz., the state as a machine, as an organism
and as a class. In other words, the organic view of the state, the mechanistic view
of the state and the class view of the state. The organic view is idealism, the
mechanistic view is liberalism and the class view is marxism.
The present unit is subdivided into the definition of Marxism, Utopian and Scientific
Socialism, Revolutionary and Evolutionary Socialism, the main principles of Marxism,
28 a critique and a conclusion. The main principles of Marxism, are seven, viz., Dialectical
Materialism, Historical Materialism, Theory of Surplus Value, Class Struggle, Revolution, Gandhism (Dharma,
Dictatorship of the Proletariat and Communism. The concept of Alienation and Swaraj, Sarvodaya and
Satyagraha)
freedom generally associated with younger Marx or the humanist face of Marxism
have also been dealt with.
Marxism generally refers to the ideas of the German philosopher, Karl Marx. But
Marxism does not mean exclusively the ideas of Marx. It includes the ideas of Marx,
Friedrich Engels and their supporters, who call themselves Marxists. Thus, Marxism
refers to the body of ideas, which predominantly contains the ideas of Karl Marx.
Marxism is a living philosophy. Marxist thinkers are continuously contributing to the
philosophy of Marxism. Thus, it is said that Marx is dead, but Marxism is still alive.
The Marxist philosophy existed even before the birth of Karl Marx. This is the
reason David Mclellan has written three volumes on Marxism, viz., Marxism before
Marx; Thought of Karl Marx and Marxism after Marx. Similarly, the Polish
thinker Leszek Kolakowski has authored three volumes on Marxism. The point once
again is that Marxism does not mean only the ideas of Karl Marx.
Marx calls his socialism as ‘Scientific Socialism’. It is scientific, because it offers the
economic interpretation of history by using the scientific methodology of dialectical
materialism. It explains not only the true causes of exploitation, but also offers the
scientific remedy of revolution and dictatorship of the proletariat to cure the social
ills of exploitation. It not only offers scientific reasons for class division and also
struggle in society, but also provides for a scientific mechanism to establish a classless
and exploitation less society.
Revolutionary socialism, on the other hand, believes in class struggle, revolution and
the dictatorship of the proletariat. According to them, social change cannot be peaceful.
It has to be violent. A peaceful revolution is a contradiction in terms. Revolution is
the midwife of social change, and this revolution must be violent. Revolutionary
Marxism is generally identified with the scientific socialism of Karl Marx. Syndicalism
is also a type of revolutionary socialism.
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Political Ideologies Evolutionary socialism also traces its roots from the ideas of Karl Marx and Engels.
They have talked about the withering away of the state. Exponents of evolutionary
socialism have picked up the theory of withering away of the state, and argued that
gradually through peaceful means, social change can be effected and an exploitationless
and classless society can be established. However, the critics of evolutionary socialism
do not accept this thesis, and argue that the idea of withering away of the state
applies only to the socialist state or the dictatorship of the proletariat and not to the
capitalist state. It will never wither away. It has to be smashed through a violent
revolution. Therefore, the logic of evolutionary socialism is flawed.
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The basic tenets of Marxism are the following: dialectical materialism, historical
materialism, the theory of surplus value, class struggle, revolution, dictatorship of the
proletariat and communism. Now, these principles will be discussed in detail.
For materialism, Marx is highly indebted to the French school of materialism, mainly
the French materialist thinker Ludwig Feuerbach. It is the matter, which is the
ultimate reality and not the idea. The latter is a reflection of the former. How we earn
our bread determines our ideas. It is not the consciousness of men that determines
their existence but, on the contrary, it is their social existence that determines their
consciousness. Marx has observed that “Hegel’s dialectics was standing on its head
and I have put it on its feet”. Hegel has developed dialectical idealism. For him, it
is the idea, which ultimately matters. Idea lies in the base or the sub-structure, which
determines everything in the superstructure. Society, polity, economy are in this
superstructure which is shaped by the prevalent dominant ideas of the age. Ultimately
it is the idea, which matters, and the other things are only its reflection. Marx
replaced idea with matter. According to Marx, the material or the economic forces
are in the substructure and the idea is a part of the superstructure. Idea is the
reflection of material forces. The economic forces determine the idea and not vice-
versa. Thus, Marx has reversed the position of idea and matter. This is the reason
that he claims that “in Hegel it was upside down and I have corrected it”.
The base or the substructure consists of the forces of production and the relations
of production. These two together constitute the mode of production. When there is
a change in the forces of production because of development in technology, it brings
changes in the relations of production. Thus, a change in the mode of production
brings a corresponding change in the superstructure. Society, polity, religion, morals,
values, norms, etc. are a part of the superstructure and shaped by the mode of
production.
Primitive communism refers to the earliest part of human history. It was a propertyless,
exploitationless, classless and stateless society. Means of production were backward,
because technology was undeveloped. The community owned the means of production.
They were not under private ownership and so there was no exploitation. Stone made
hunting weapons, the fishing net and hooks were the means of production. The entire
community owned these. Production was limited and meant for self-consumption.
There was no surplus production and so there was no private property. Since there
was no private property, there was no exploitation. Since there was no exploitation,
there was no class division. Since there was no class division, there was no class
struggle. Since there was no class struggle, there was no state. It was, thus, a
communist society, but of a primitive type. Though life was difficult, it was characterised
by the absence of exploitation, conflict and struggle.
In the beginning, this society is divided into masters and slaves. Masters are the
haves and the slaves are the have nots. The slaves carry out all the production work.
The masters live on the labour of slaves. They exploit the slaves and whenever the
slaves resent, the state comes to the rescue of the masters. Thus, the state serves
the interests of the master class. It uses its coercive powers to suppress the voice
of the slaves.
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2) Enumerate and describe the salient features of either primitive communism or Gandhism (Dharma,
feudalism. Swaraj, Sarvodaya and
Satyagraha)
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With the growth of capitalism and the rise in competition, the wages of the workers
continue to fall and reach the stage of subsistence level. Subsistence wage is the
minimum possible wage; beyond this the wage cannot be reduced. It is the minimum
possible wage for the survival and perpetuation of the labour force. Thus, cut throat
competition in capitalism leads to deterioration of the lot of the proletariat. This
intensifies class struggle and eventually leads to revolution.
26.3.5 Revolution
Class struggle paves the way for revolution. Class struggle is imperceptible, but
revolution is perceptible. Intensification of class struggle prepares the ground for
revolution. Class struggle is a long drawn affair, but revolution is short, swift and
violent. In the words of Marx, ‘revolution is the indispensable mid-wife of social
change’. Transition from one historical stage to another occurs through revolution.
Feudal revolution brought an end to the slavery system; the bourgeois revolution
ended feudalism and the proletariat revolution will bring an end to capitalism. Thus,
any epoch making social change is always brought about by a revolution.
Proletarian revolution will be the last revolution in the annals of history. Revolution
occurs to resolve contradictions. So revolution will not take place, if there is no
contradiction in society. After the proletarian revolution, there will not be any further
revolution, because there will be no contradiction. However, revolution will take place
only when the forces of production have fully matured. Revolution cannot be advanced
or postponed. It will occur when the forces of production have matured and do not
match the relations of production. Revolution brings an end to this mismatch.
The sequence and direction of social evolution cannot be changed. No stage can
overleap an other stage. No stage can be short-circuited. Primitive communism will
lead to the slavery system, the slavery system to feudalism and feudalism to capitalism.
Dictatorship of the proletariat or socialism will succeed capitalism, which is the
penultimate stage of social evolution. Dictatorship of the proletariat will eventually
lead to the establishment of communism. With the proletarian revolution, revolution
itself will come to an end.
The state has always been the instrument of oppression. The dominant class to
oppress the dependent class has created the state. It is a class instrument. The state
protects and serves the interests of its creator, which is the property owning class.
This class has always been in a minority, whether it is the masters or the feudal lords
34 or the capitalists. Thus, a minority has been oppressing a majority viz., the slaves or
the peasants or the proletariat through the coercive organs of the state. Under the Gandhism (Dharma,
dictatorship of the proletariat, for the first time the state comes under the control of Swaraj, Sarvodaya and
Satyagraha)
the majority. Now, for the first time, the state’s coercive apparatus is used by the
majority against the minority.
According to Marx, all states have been dictatorships and so the socialist state is no
exception. It is also a dictatorship. The state has always been used by one class
to suppress the other class. In the socialist state, the proletariat class will use the
coercive organs of the state such as the army, the police, prison, judicial system etc.,
against the bourgeois class. Marx argues that if democracy means the rule of the
majority, then the proletariat state is the most democratic state, because for the first
time in the annals of history, power comes into the hands of the majority. Before the
proletariat state, power has always been in the hands of the minority. So if majority
rule is the criterion, then only the proletariat state can be called a democratic state.
26.3.7 Communism
Under the living care of the dictatorship of the proletariat, the socialist state will
blossom forth into communism. Socialism is a transitory stage. It will pave the way
for the eventual emergence of communism. Which is stable and permanent. This will
be the phase of social evolution. After the establishment of communism, there will
be no further social change. The dialectical process will come to an end. A perfect,
rational social system will be established, free from antagonisms and contradictions.
There will be no class contradictions and so, no class struggle. Infact communism
will be a classless, stateless, private propertyless and exploitationless society.
Communist society will be governed by the Louise Blanc principle of ‘from each
according to his capacity to each according to his need’. There will be no place for
parasites. He who will not work will not eat also. There will be only one class of
workers. The entire society will be converted into the working class. There will be
no place for exploitation. It will be an egalitarian society. There will be harmonious
relationship among the people.
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Political Ideologies .....................................................................................................................
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There have been two distinct phases in the Marxist philosophy. Economic and
Philosophic Manuscripts of 1844, present the human face of Marxism. In the
Manuscripts, capitalism has been analysed without reference to class antagonism,
class struggle and violent revolution. Here, the evil influences of capitalism have been
explained through alienation and loss of identity and freedom. These views of Marx
have been identified with a younger Marx. There occurs an epistemological break in
Marx’s philosophy with the writing of Communist Manifesto in 1848. The later
Marx is known as mature Marx, who developed the theory of scientific socialism.
Marx’s earlier ideas were discovered only in 1932, with the publication of the
Manuscripts.
Thus, a sound knowledge of the productive forces operating behind the capitalist
system and a programme to make these forces work toward human ends were
essential instruments of human freedom. Only a programme of socialist revolution
would accomplish humanity’s leap from the kingdom of necessity to the kingdom of
freedom. The emancipation of human society and the realisation of true freedom is
possible only with the abolition of capitalism and the establishment of communism.
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Marxism has been subjected to severe criticism. It has simplified the class division
of society into two classes, the haves and the have nots. This is far from the reality.
Society is very complex and is divided into numerous groups. There is no clear cut
division of classes as envisaged by Marxism. Moreover, there exists a huge middle
class. Marxian thinkers predicted that with the advancement of capitalism, the middle
class would disappear and merge with the proletariat class. But this has not happened
so far and there is no possibility of it ever happening. Infact, the reverse has happened;
the middle class has strengthened its position and increased its size. Marxists also
predicted the narrowing of the capitalist class. Here again, just the opposite has
happened. Instead of shrinking, the base of the capitalist class has been enlarged.
Marx predicted the accumulation of capital, but there has been the dispersal of
capital. The condition of the proletariat class has not deteriorated as predicted by
Marx. Thus, the actual working of the capitalist system has proved the Marxist
theory of classes to be wrong. 37
Political Ideologies Marxists had predicted that the inherent contradictions of capitalism would lead to its
collapse. But this has not happened so far. No advanced capitalist system has collapsed.
Capitalism has proved its resilience. It is the socialist system, which has collapsed in
various parts of the world. Capitalism has the tremendous capacity of adaptation.
This is the main reason for its survival. Marx failed to assess capitalism correctly.
According to Marx, the proletarian revolution will occur only when capitalism has
matured. There is no chance of the proletarian revolution occurring and succeeding
in a backward feudal society. But this is exactly, what has happened in reality.
Revolution has taken place only in feudal societies such as Russia, China, Vietnam,
Cuba etc. This was the main issue of debate between two factions of Russian
Marxists, the Mensheviks led by Plekhanov and the Bolsheviks led by Lenin. Ultimately,
the Bolsheviks prevailed over the Mensheviks, but the latter were closer to classical
Marxist teachings. According to Marx, his teachings can lessen the birth pangs, but
cannot short circuit the various stages of social evolution. However, Lenin and Trotsky
in Russia and Mao in China established communism in a feudal society without going
through the process of first establishing capitalism. To resolve this obvious contradiction,
Trotsky developed the ‘theory of Permanent Revolution’. He fused the bourgeois
revolution with the proletarian revolution in his theory. These two revolutions can
occur simultaneously in the view of Trotsky. Though this seems to be a more practical
view, it does not confirm to the basic Marxian principles.
The Marxian theory of economic determinism has been severely criticised. It is not
only the economic factor, but other factors also that are equally important in bringing
about social change. If economy determines polity, society, morality, value system
etc., then economy itself is shaped by these. It is a two way process. Economic
forces are not immune to the influences of polity, society, culture, religion, values,
norms etc. If the base or the substructure shapes the superstructure, then the
superstructure also shapes the substructure. Thus, the theory of economic determinism
cannot be accepted. Later Marxist thinkers like Gramsci accepted the important role
of the superstructure.
The Marxian concepts of the dictatorship of the proletariat and communism suffer
from several flaws. After the proletarian revolution, the proletariat will seize the state
apparatus from the bourgeois. With the establishment of communism, the state will
become redundant and will gradually wither away. This has not happened. In
socialist society, the state infact became all-powerful. Instead of weakening, the
state has consolidated its position and there is no possibility of its fading away. The
Marxian dream of a stateless society will never be realised. The state will continue
to play a leading role in a socialist and communist society and there is no possibility
of it ever being relegated to the museum.
The socialist state wherever it has been established, has either been overthrown or
discredited. Wherever, it is still surviving, it has been compelled to introduce wideranging
changes, which do not confirm to the teachings of classical Marxism. The collapse
of communism in Eastern Europe, disintegration of the Soviet Union and economic
reforms in China have led thinkers like Francis Fukuyama to write the obituary of
Marxism. Fukuyama in his famous book End of History proclaims the triumph of
capitalism over communism in the post-cold war world. According to him, with the
victory of capitalism over communism, history has come to an end. Here, Fukuyama
talks of history in the Hegelean sense. After capitalism, there will be no further
economic and political evolution. Capitalism is the most rational and perfect system.
It is the most perfect ideology and philosophy. So ideological and philosophical
evolution comes to an end with the emergence of capitalism. Its main challenger
communism has been defeated and this further proves its claim that it is the best
possible social, economic and political system ever evolved by humanity.
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It is very difficult to accept the thesis propounded by Fukuyama. The importance Gandhism (Dharma,
of Marxism lies in two fields. Firstly, it has been used as a tool for social analysis. Swaraj, Sarvodaya and
Satyagraha)
Secondly, it gives a voice to the voiceless. It is the philosophy of the poor, the
oppressed and the suppressed people. If the contribution of Marxism is analysed in
these two fields, we will reach the conclusion that it is still relevant and has not
become redundant as claimed by the liberal critics. Marxism as an approach of social
analysis is still relevant as it was in the past. Its importance as a method of social
analysis will never diminish, irrespective of whether the socialist state survives or
not.
Marxism as an ideology has definitely lost its edge, but it has not become totally
redundant. As long as exploitation will continue, people will be oppressed and suppressed,
Marxism will remain relevant. Marxism as a philosophy of the exploited and the
oppressed will continue to inspire the masses to strive for their emancipation. So
there is no question of its defeat and irrelevance. Infact the systems, which have
collapsed, were not organised on classical Marxian principles. They were a variant
of Marxism-Leninism and Stalinism. So it is the Leninist-Stalinist systems, which
have collapsed in Europe and elsewhere and not classical Marxism.
Marxism as an approach will continue to be used by scholars for social analysis and
the exploited-oppressed people will continue to espouse Marxist philosophy for their
emancipation. Here, Marxism will never become irrelevant. It will always provide
an alternative philosophy to liberalism. Marxism will also act as an effective check
on the excesses of liberalism. It will mitigate the rigors of the capitalist system.
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Political Ideologies
26.7 LET US SUM UP
In this unit, we have discussed various kinds of socialism such as utopian and
scientific socialism, evolutionary and revolutionary socialism. The basic principles of
Marxism such as dialectical materialism, historical materialism, surplus value, class
straggle, revolution, dictatorship of the proletariat, communism have been discussed
in detail. These principles constitute the foundation of scientific and revolutionary
socialism.
Marxism is not only the philosophy of class antagonism, class conflict, class struggle
and violent revolution. It is basically a philosophy of humanism and freedom. Capitalist
society has led to the estrangement, alienation and loss of identity and freedom. We
find the human face of Marx in his early writings, particularly in his Economic and
Philosophic Manuscripts of 1844. In the theory of alienation and freedom, we find
a humanist Marx. In the Communist Manifesto and Das Capital, which are his later
writings, we find a mature and revolutionary Marx. Thus, there are two Marx’s, a
younger and humanist Marx and a mature and revolutionary Marx. However, there
is no dichotomy between the two. There is a continuity of thought between the two
and so any distinction is superficial.
Marxism is a living philosophy. After Marx it has been enriched by Lenin, Trotsky,
Stalin, Rosa Luxembourg, Gramsci, Lukacs, Althusser, Mao etc. Exponents of the
end of ideology and the end of history have written off Marxism. But Marxism as
an approach for social analysis and the philosophy of the oppressed class will continue
to be relevant. It will inspire the masses to strive for their emancipation. Marxism
is a revolutionary philosophy. It is a philosophy of social change. In the words of
Marx, philosophers have sought to interpret the world; what matters, however, is to
change it. It aims to establish an egalitarian society, free from exploitation of one
class by another. Only through Marxism, arguably, humanity will take a leap from the
realm of necessity to the realm of freedom.
Avineri, Shlomo, The Social and Political Thought of Karl Marx, Cambridge,
Cambridge University Press, 1971
Berlin, Isaiah, Karl Marx: His Life and Environment, New York, Oxford University
Press, 1996
Fukuyama, Francis, The End of History and the Last Man, New York, Free Press,
1992
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Check Your Progress Exercise 2 Gandhism (Dharma,
Swaraj, Sarvodaya and
1) see sub-section 26.4.1 Satyagraha)
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