Factors leading to the birth of Indian Nationalism

Factors Leading to the Birth of Indian Nationalism

As the British extended their empire over India, a deep and sullen resentment took hold among the people. This resentment rested on the perception that the new rulers were responsible for their economic hardship, that Indians were being looked down upon in their own country, and that their traditional way of life was under threat, with insufficient opportunity left for their own advancement.

  • The lower strata of the social and economic hierarchy expressed this resentment through sporadic uprisings, usually directed at their immediate exploiters — zamindars, sahukars, and tax collectors — but which, broadly speaking, amounted to resentment against the British system as a whole.
  • The intensity of this discontent became increasingly visible through such uprisings; the Revolt of 1857 itself, in many ways, sprang from the accumulated discontent of the masses across different parts of the country.

Background and Causes of the Birth of Indian Nationalism

1. Failure of the Revolt of 1857 and the Emergence of the Middle Class

  • The failure of the 1857 revolt exposed the inadequacy of traditional methods of protest and showed that the old aristocratic classes could no longer be the saviours of Indian society — leaving the English-educated Indian middle class as the emerging hope for the future.
  • This class was well aware of the benefits of the British connection and initially adopted a positive approach toward colonial rule.
    • They believed that, having come under the rule of the world’s most advanced country, India stood to benefit greatly from the connection and could be turned into a major industrial power given its vast natural and human resources.
    • Familiar with contemporary European liberal ideas and proud of India’s glorious past, this class gradually came to see foreign domination as fundamentally opposed to the fulfilment of India’s legitimate hopes and aspirations.
  • The foundations of the Indian national movement were thus laid by this emerging modern intelligentsia, alongside a broader set of “neo-social classes” — Indian traders and business communities, landlords, moneylenders, and educated Indians recruited into lower administrative posts.
    • Though each group had distinct interests, all realised that these interests could not be protected under British rule, and together they took a leading role in developing a sense of patriotism among the people.
  • This neo-social consciousness first found expression in a number of associations formed before the founding of the Indian National Congress, which ultimately emerged as the principal platform for the national movement.
  • In its early phase, middle-class agitation remained confined to airing specific political and economic grievances, as educated Indians still believed these might be redressed by “benevolent rulers” if only brought to their attention — a stage of faith the movement would soon leave behind.

2. Political and Administrative Unification

  • One of the most significant results of the British conquest of India was the establishment of a centralised state, bringing about a political and administrative unification the subcontinent had not previously known.
    • Pre-British India had been divided into numerous feudal states, frequently at war with one another to extend their boundaries.
  • The British established a centralised state structure governed by a uniform rule of law, enacting and codifying laws applicable to every citizen and enforcing them through a hierarchically graded system of tribunals.
  • The introduction of a uniform currency system, common administration, common laws, and a shared judicial structure — together with a unified public service — contributed decisively to India’s administrative unification, which in turn helped fuel the rise of national consciousness.

3. English Education and the English Language

  • The introduction of Western education was another crucial factor in the growth of Indian nationalism, spread mainly through three agencies: foreign Christian missionaries, the British government, and progressive Indians themselves.
    • The British government was the principal agent in disseminating modern liberal and technical education, establishing a network of schools and colleges that produced a growing body of Indians well versed in modern knowledge.
    • This introduction of modern education was primarily motivated by Britain’s own political, administrative, and economic needs in India — key administrative posts were reserved for the English, while educated Indians filled the subordinate ranks.
  • English education came to be seen as a repository of Western scientific and democratic thought; prominent English-educated Indians such as Raja Rammohan Roy, Vivekananda, Gokhale, Dadabhai Naoroji, Pherozeshah Mehta, and Surendranath Banerjee went on to lead India’s social, religious, and political movements.
  • The English language became the common medium through which educated Indians across the country could communicate, build close contacts with one another, and engage with Western ideas, culture, and institutions.
    • It helped cultivate a democratic and rationalist outlook, allowing ideas of nationalism, democracy, liberty, equality, and socialism to take root in India, while the philosophical writings of Milton, J.S. Mill, Thomas Paine, John Locke, Rousseau, Mazzini, and Garibaldi further nourished national consciousness.
    • It also made possible, for the first time, an exchange of views on social, political, and economic questions on a national scale, with educated Indians playing an instrumental role in political awakening and the organisation of political movements.

4. Development of Transport and Means of Communication

  • Modern means of transport are known to aid the consolidation of people into modern nations, and India was no exception.
    • The establishment of railways, the construction of roads and canals, and the organisation of postal, telegraph, and wireless services across the country — though developed primarily to serve British commercial, administrative, and military interests — nonetheless helped forge a shared political and cultural life on a national scale.
  • These developments enabled the organisation and functioning of political bodies such as the Indian National Congress, the All India Kisan Sabha, the Youth League, and the All India Trade Union Congress.
    • Railways, in particular, allowed people from different towns, villages, districts, and provinces to meet, exchange views, and coordinate on the nationalist movement’s programmes — without which no national conference could have been held at all.

5. Emergence of the Modern Press

  • As a powerful social institution, the press enabled the exchange of ideas on a mass scale within a short span of time; the introduction of the printing press in India was an event of revolutionary significance.
  • Raja Rammohan Roy is regarded as the founder of the nationalist press in India — his Sambad Kaumudi (Bengali, 1821) and Mirat-ul-Akhbar (Persian, 1822) were the first publications with a distinctly nationalist and progressive-democratic orientation.
    • British policies were blamed for the deteriorating economic condition of the people, and the need to use Swadeshi goods was emphasised in the press.
    • These ideas found expression on stage as well — Dinabandhu Mitra’s 1859 Bengali play Nil Darpan, which highlighted the plight of indigo peasants and the atrocities of indigo planters, was among the most influential.
    • Bankim Chandra Chatterjee similarly used historical fiction to highlight the tyranny of colonial rule; his 1882 novel Anandmath contained his immortal song Bande Mataram, composed in 1875.
    • Similar patriotic sentiment appeared across other Indian-language literatures — Bharatendu Harishchandra, regarded as the father of modern Hindi, made the case for Swadeshi through his plays, poems, and journalism, while Marathi journalism saw an extraordinary rise in publications, from just 3 titles between 1818–1827 to 3,284 between 1885–1896.
  • Newspapers and journals played a creditable role in shaping public opinion in favour of Indian national interests and against the inequalities of colonial administration.
    • Notable English-language papers included the Amrit Bazar Patrika, Hindu Patriot, and Som Prakash (Calcutta); Indu Prakash and Native Opinion (Bombay); and The Hindu (Madras), alongside The Bengalee, The Bombay Chronicle, The Tribune, The Indian Mirror, The Pioneer, The Madras Mail, The Maratha, and Kesari.
    • Prominent Hindi papers included Hindustan, Bharat Mitra, and Jagat Mitra, alongside numerous publications in Urdu and other languages; among news agencies, the Free Press News Service played a leading role in circulating news from a nationalist standpoint.
  • The press made possible the political education and propaganda on which the national movement depended, popularising ideas of representative government while also bringing news of the wider world that made Indians more conscious of their own position.
    • Nationalists were, accordingly, deeply invested in protecting the freedom of the press — Raja Rammohan Roy, together with fellow reformers such as Dwarkanath Tagore, Harchandra Ghosh, Chandra Kumar Tagore, and Prasanna Kumar Tagore, was the first to petition the Supreme Court of Calcutta on this issue, beginning a struggle for press freedom that would remain an integral part of the national movement.

6. Economic Exploitation

  • The worst feature of British rule in India was its economic exploitation of all classes — the British had come to India primarily as traders, driven by financial gain.
    • Britain’s own industrial revolution demanded imported raw materials and expanding overseas markets for its goods, and India supplied both.
    • The British government maintained its civil service and military establishment at India’s expense, while deliberately undermining indigenous Indian industries to expand demand for British manufactured goods.
    • Heavy import duties restricted Indian goods from entering the British market, even as a free-trade policy governed the movement of raw materials and British goods within India.
  • Leaders such as Dadabhai Naoroji, Mahadev Govind Ranade, and G.K. Gokhale analysed the economic impact of colonial rule in detail, and the scale of this exploitation had a profound effect on the growth of Indian nationalism, spurring agitation against the foreign government.

7. Revival of India’s Glorious Heritage

  • Even as colonial exploitation bred a sense of inferiority among Indians, India’s glorious heritage was revived through the work of Western scholars such as Max Müller, William Jones, and Charles Wilkins, who translated Sanskrit texts into English and sought to demonstrate the supremacy of ancient Indian culture, heritage, and philosophy.
  • Indian scholars such as R.G. Bhandarkar and Haraprasad Shastri contributed to this revival of India’s past glory as well, together helping to regenerate a sense of self-confidence and patriotism among the people.

8. Impact of International Events

  • Several international movements and events also helped awaken national consciousness in India — the American Declaration of Independence (1776), the French Revolution (1789), the unification of Italy and Germany (1870), and Japan’s defeat of Russia (1904) all served as inspiration.
  • These events gave Indians confidence that it was indeed possible to fight the mighty British authority for their right to self-determination, and world events thus played a real role in motivating and promoting the rise of Indian nationalism.

9. Social and Religious Reform Movements

  • The various social and religious reform movements of the British period were themselves an expression of rising national consciousness.
    • The newly educated class, having imbibed liberal Western ideas, recognised the need to reform social institutions and religious outlooks that were seen as obstacles to national progress.
    • Organisations such as the Arya Samaj, Brahmo Samaj, Ramakrishna Mission, and Theosophical Society carried forward this work of reform and renaissance.
  • These movements sought to eliminate privilege from social and religious life, democratise social and religious institutions, and promote individual liberty and social equality — including equal rights for all individuals irrespective of caste or sex.
    • In this way, national democratic awakening found expression across every field of national life, giving birth in politics to the movements for administrative reform, self-government, Home Rule, and eventually independence.

10. Repressive Policies and Racial Arrogance of the British

  • The racial arrogance and rude conduct of the British toward Indians played a significant role in sharpening Indian political consciousness.
    • Educated Indians were largely denied access to higher administrative posts, and the age limit for the Indian Civil Service examination was reduced from twenty-one to nineteen years, with the examination itself held only in Britain — a change plainly intended to keep Indians out of the civil services and one that laid bare the racial discrimination underlying British policy.
  • The enactment of a number of similarly discriminatory laws created widespread discontent, and Lord Curzon’s measures — culminating in the Partition of Bengal, ordered explicitly to suppress rising Indian nationalism — created still greater resentment across the country.
    • In response, the use of Swadeshi goods and the boycott of foreign goods emerged as effective techniques of resistance, and this cumulative resentment against British repression and racial arrogance did much to strengthen Indian nationalism.

11. The Ilbert Bill Controversy

  • Under Viceroy Lord Ripon, the Ilbert Bill was introduced to empower Indian judges to try European defendants.
    • It provoked a storm of protest among the European community, whose pressure forced an amendment inserting a clause requiring that an Indian judge try a European only in the presence of a European jury.
  • This episode laid bare the true intentions of the British authorities and starkly exposed their underlying racial antagonism.

12. The Atrocities of Lord Lytton

  • The administration of Lord Lytton left a deep sense of grievance among Indians.
    • In 1877, he staged the Delhi Durbar, celebrating Queen Victoria’s assumption of the title Kaiser-i-Hind (Empress of India), even as large parts of the country reeled under famine.
    • The abolition of import duty on foreign cotton cloth harmed the Indian textile industry, while heavy taxation and lavish spending on the Second Anglo-Afghan War added further to Indian hardship.
  • His tenure also saw the Arms Act (1878), which barred Indians from possessing arms without a licence, and the Vernacular Press Act (1878), which severely curbed the freedom of the Indian press and provoked widespread outrage.
  • In 1879, in order to keep the Indian middle classes out of the civil services, he reduced the upper age limit for entry from twenty-one to nineteen and introduced the Statutory Civil Service, reserving one-sixth of posts for Indian princely families and the landed aristocracy.

13. The Liberal and Progressive Policies of Lord Ripon

  • Lord Ripon’s progressive policies, by contrast, gave Indians renewed hope and raised their expectations of colonial rule.
    • In 1881, the first Indian Factory Act was passed, regulating working hours for women and children.
    • In 1882, the Statutory Civil Service was abolished and the Indian Famine Code introduced (the first Famine Commission having already been appointed under Sir Richard Strachey in 1878).
    • Also in 1882, the Vernacular Press Act was repealed, and Ripon provided for compulsory grants to autonomous local bodies — earning him recognition as the “father of local self-government” in India.
    • In 1883, he attempted to establish equality before the law through the Ilbert Bill.

14. Formation of Early Political Associations

  • Signs of political awakening and a growing sense of unity can be traced back to the founding of the Landholders’ Society in 1837 — an association of landholders from Bengal, Orissa, and Bihar formed principally to guard class interests.
    • In 1843, the Bengal British India Society was formed with a wider aim: the protection of general public interest. Where the Landholders’ Society represented the “aristocracy of wealth,” the Bengal British India Society represented the “aristocracy of intelligence.”
    • In 1852, the Bombay Association and Madras Association followed.
  • All these bodies shared one feature — domination by the wealthy landed aristocracy or gentry — and the three presidency associations jointly petitioned for changes to the East India Company’s Charter, offering a useful window into the attitudes of India’s politically conscious classes at the time.
    • Their demands included the appointment of Indians to legislative bodies, the abolition of the Company’s monopoly over salt and indigo, state aid to indigenous industries, greater power for local government, a larger Indian share in administration, and improvement in the condition of the peasantry.
  • Through the 1860s and 70s, as ideas of nationalism and patriotism gained wider currency, further political associations were established across the country.
    • The most significant was the Poona Sarvajanik Sabha, founded in 1870 by M.G. Ranade, G.V. Joshi, and associates; from 1878 it brought out a journal that did much to build political consciousness in India and propaganda in England.
    • The East India Association was founded in December 1866 by Indian students including Dadabhai Naoroji and Pherozeshah Mehta.
  • The latter half of the century saw a growing felt need for a genuinely national platform.
    • The Indian Association was formed in Calcutta in 1876, aiming to build strong public opinion, promote Hindu-Muslim friendship, establish contact with the masses, and generate wider political awareness — ingredients, together, for a broad-based nationalist movement grounded in the idea of a united India.
    • Numerous other political societies followed elsewhere — the Madras Mahajana Sabha, the Bombay Presidency Association, the Allahabad People’s Association, and the Indian Association of Lahore — many of which had branches in mofussil towns and, after 1885, became regional arms of the newly founded Indian National Congress.

Historiographical Perspectives on the Nature of Indian Nationalism

Indian nationalism, as it confronted British imperialism through the nineteenth century, has often been described as a product of colonial modernity. Since the colonisers’ own self-professed mission was to elevate the colonised from a state of “decadence” toward modern “progress,” it became imperative for Indians to contest that stamp of backwardness and demonstrate their own capacity to unite and govern themselves within the framework of a modern state. The challenge of nationalism in colonial India was thus twofold: to forge a national unity, and to claim the right to self-determination. How Indians actually imagined their nation, however, remains a matter of considerable historiographical debate.

View 1: Nationalism as a “Derivative Discourse” — Partha Chatterjee and Ashis Nandy

  • Partha Chatterjee argued that Indian nationalism, though assigned a privileged position by its Western-educated political leadership, was nonetheless a “different,” but a “derivative discourse” from the West.
  • Ashis Nandy similarly held that Indian nationalism, as a response to Western imperialism, was inevitably shaped by the very thing it was responding to.

View 2: C.A. Bayly — A Pre-Existing Territorial Patriotism

  • C.A. Bayly contended that Indian nationalism built upon a pre-existing sense of territoriality — a form of traditional patriotism that predated colonial modernity rather than being purely derivative of it.

View 3: The Early Nationalist School

  • The early nationalist school of historiography focused primarily on the supremacy of a nationalist ideology and a shared national consciousness, to which all other forms of consciousness were assumed to have been subordinated.
    • This awareness of nationhood was seen as resting on a commonly shared antipathy to colonial rule, a feeling of patriotism, and an ideology rooted in pride in India’s ancient traditions.
  • This school has been criticised for ignoring the deep internal conflicts within Indian society — conflicts that, among other things, contributed to Partition — and for treating the nation as a homogeneous entity with a single, unified set of interests.

View 4: The “Neo-Traditionalist” School

  • This school argued that the politicisation of Indian society developed along the lines of traditional social formations — linguistic regions, castes, or religious communities — rather than modern categories such as class or nation.
  • Its most important catalysts of change were the institutional innovations of the colonial state, notably Western education and political representation, which intersected with pre-existing Indian social divisions to create a new status group: the Western-educated elite, drawn from existing privileged groups such as the bhadralok of Bengal, the Chitpavan Brahmins of Bombay, or the Tamil Brahmins of Madras.
  • On this view, backward regions and underprivileged groups remained outside this limited “political nation” until Mahatma Gandhi ushered in a new era of genuinely mass nationalism.

View 5: The “Cambridge School”

  • Where the neo-traditionalist historians studied Indian politics within the framework of the province, the Cambridge School traced these divisions further still, down to the level of localities — questioning whether a genuinely unified nationalist movement existed at all, and finding instead only a series of localised movements within colonial India.
  • On this reading, the national movement was led by self-serving leaders pursuing narrow individual or clannish interests, bargaining with the British for power and patronage; India, in this view, was not a nation but an aggregate of disparate interest groups.
  • Critique: This school has been criticised for entirely disregarding the role of nationalist ideology, explaining nationalist politics purely through a “competition-collaboration” framework, and effectively reducing the national movement to what critics have termed “animal politics.”

View 6: The Orthodox Marxist School

  • This school sought to analyse the class character of the nationalist movement, explaining it through the economic developments of the colonial period — chiefly the rise of industrial capitalism and the growth of a market society in India.
  • It identified a bourgeois leadership directing the movement in line with its own class interests, at times neglecting, or even betraying, the interests of the masses.
  • The narrow class approach and economic determinism of early Marxist writers such as R.P. Dutt were later qualified and refined by later Marxist historians, notably S.N. Mukherjee, Sumit Sarkar, and Bipin Chandra.

View 7: Later Marxist Writings

S.N. Mukherjee
  • Mukherjee highlighted the complexities of nationalism — its multiple layers and meanings, the importance of caste alongside class, and the simultaneous use of both a traditional and a modern language of politics.
Sumit Sarkar
  • Sarkar acknowledged the legitimacy of nationalism while drawing attention to its “internal tensions.”
  • He identified two levels of anti-imperialist struggle in India — one elite, the other populist — arguing that neither should be studied in isolation, but rather through the “complex interaction of these two levels.”
Bipin Chandra
  • Chandra gave the Marxist interpretation a distinctly nationalist orientation, arguing that the Indian nationalist movement was a genuinely popular movement of various classes, not one exclusively controlled by the bourgeoisie.
  • He identified two types of contradiction operating within colonial India: a primary contradiction between the interests of the Indian people and those of British rule, and several secondary contradictions within Indian society itself — between classes, castes, and religious communities.
    • As the anti-colonial struggle advanced, these secondary contradictions were compromised in favour of the primary one, allowing the hegemony of a shared nationalist ideology to be established.
  • On this view, the nationalist movement was never the preserve of a single class, caste, or religious community; the presence of various groups with conflicting interests required constant compromise to avoid class, caste, or communal conflict and bring these disparate groups under a common leadership.
    • As a result, the Indian nationalist movement became a genuine people’s movement, even though all of its secondary conflicts were never fully resolved.

View 8: The Subaltern School — Ranajit Guha

  • Ranajit Guha argued that the historiography of Indian nationalism had for long been dominated by elitism, neglecting the contribution made by the people on their own — independently of the elite — to the making and development of Indian nationalism.
  • This school held that the organised national movement which ultimately produced the Indian nation-state represented a “hollow nationalism of the elites,” while the real nationalism belonged to the masses — whom Guha termed the “subaltern.”
    • Though subalterns did periodically participate in political movements initiated by the bourgeoisie, the latter failed to truly speak for the nation as a whole; bourgeois leadership was never able to establish its hegemony through either persuasion or coercion, as it remained continually contested by the peasantry and working class, whose distinct idioms of mobilisation and action the nationalist movement was never able to fully appropriate.
  • The resulting nation-state established the dominance of this bourgeoisie and its ideology, but — in Guha’s memorable phrase — it amounted to a “dominance without hegemony.”
The Shift in Subaltern Studies in Recent Years
  • Sumit Sarkar later wrote of the “decline of the subaltern in Subaltern Studies,” noting that its focus had gradually expanded from an exclusive concern with subaltern protest to an incorporation of the politics of the colonial intelligentsia as well.
  • Dipesh Chakrabarty justified this shift on the grounds that “elite and dominant groups can also have a subaltern past.”
  • Partha Chatterjee, similarly, argued that the domains of elite and subaltern politics ought to be studied not in their separateness, but in their “mutually conditioned historicity.”

Conclusion: A Contested Terrain

  • Indian nationalism remains an intensely contested discursive terrain, one from which it is difficult to arrive at a single dialectical middle ground or an eclectic view acceptable to all historians.
  • If British rule sought to colonise Indian minds, Indians in turn selectively appropriated, internalised, and manipulated that same colonial knowledge to mount their own resistance to colonial hegemony.
  • India was, at its core, a plural society — and Indian nationalism was consequently bound to speak in many voices, as different classes, groups, communities, and regions interpreted the idea of the “nation” in ways that were often diverse, and at times even contradictory.

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