Marxism is a political philosophy and method of socioeconomic analysis that uses a dialectical materialist interpretation of historical development, known as historical materialism, to understand class relations and social conflict. Originating in the works of 19th-century German philosophers Karl Marx and Friedrich Engels, the Marxist approach views class struggle as the central driving force of historical change.
Marxist analysis views a society's economic mode of production as the foundation of its social, political, and intellectual life, a concept known as the base and superstructure model. In its critique of capitalism, Marxism posits that the ruling class (the bourgeoisie), who own the means of production, systematically exploit the working class (the proletariat), who must sell their labour power to survive. This relationship, according to Marx, leads to alienation, periodic economic crises, and escalating class conflict. Marx theorised that these internal contradictions would fuel a proletarian revolution, leading to the overthrow of capitalism and the establishment of a socialist mode of production. For Marxists, this transition represents a necessary step towards a classless, stateless communist society.
Since Marx's death, his ideas have been elaborated and adapted by numerous thinkers and political movements, resulting in a wide array of schools of thought. The most prominent of these in the 20th century was Marxism–Leninism, which was developed after Vladimir Lenin's death and served as the official ideology of the Soviet Union and other Marxist states. In contrast, various academic and dissident traditions, including Western Marxism, Marxist humanism, and libertarian Marxism, have emerged, often critical of state socialism and focused on aspects like culture, philosophy, and individual liberty. This diverse evolution means there is no single, definitive Marxist theory.
Marxism stands as one of the most influential and controversial intellectual traditions in modern history. It has inspired revolutions, social movements, and political parties across the world, while also shaping numerous academic disciplines. Marxist concepts such as alienation, exploitation, and class struggle have become integral to the social sciences and humanities, influencing fields from sociology and literary criticism to political science and cultural studies. The interpretation and implementation of Marxist ideas remain subjects of intense debate, both politically and academically.
These inefficiencies manifest themselves as social contradictions in society which are, in turn, fought out at the level of Class conflict.
Marxian economics and its proponents view capitalism as economically unsustainable and incapable of improving the population's living standards due to its need to compensate for the falling rate of profit by cutting employees' wages and social benefits while pursuing military aggression. The socialist mode of production would succeed capitalism as humanity's mode of production through revolution by workers. According to Marxian crisis theory, socialism is not an inevitability but an economic necessity.
Engels did not support using Marxism to describe either Marx's or his views. He claimed that the term was being abusively used as a rhetorical qualifier by those attempting to cast themselves as genuine followers of Marx while casting others in different terms, such as Lassallians. In 1882, Engels claimed that Marx had criticised self-proclaimed Marxist Paul Lafargue by saying that if Lafargue's views were considered Marxist, then "one thing is certain and that is that I am not a Marxist."
The base includes the material forces of production such as the labour, means of production and relations of production, i.e. the social and political arrangements that regulate production and distribution. From this base rises a superstructure of legal and political "forms of social consciousness" that derive from the economic base that conditions both the superstructure and the dominant ideology of a society. Conflicts between the development of material productive forces and the relations of production provoke social revolutions, whereby changes to the economic base lead to the superstructure's social transformation.
This relationship is reflexive in that the base initially gives rise to the superstructure and remains the foundation of a form of social organisation. Those newly formed social organisations can then act again upon both parts of the base and superstructure so that rather than being static, the relationship is dialectic, expressed and driven by conflicts and contradictions. Engels clarified: "The history of all hitherto existing society is the history of class struggles. Freeman and Slavery, patrician and Plebs, Feudal lord and Serfdom, guild-master and journeyman, in a word, oppressor and oppressed, stood in constant opposition to one another, carried on uninterrupted, now hidden, now open fight, a fight that each time ended, either in a revolutionary reconstitution of society at large, or in the common ruin of the contending classes."
Marx considered recurring class conflicts as the driving force of human history as such conflicts have manifested as distinct transitional stages of development in Western Europe. Accordingly, Marx designated human history as encompassing four stages of development in relations of production:
While historical materialism has been referred to as a materialist theory of history, Marx did not claim to have produced a master key to history and that the materialist conception of history is not "an historico-philosophic theory of the marche générale, imposed by fate upon every people, whatever the historic circumstances in which it finds itself." In a letter to the editor of the Russian newspaper paper Otechestvennye Zapiski (1877), he explained that his ideas were based upon a concrete study of the actual conditions in Europe.
Exploitation is a matter of surplus labour—the amount of labour performed beyond what is received in goods. Exploitation has been a socioeconomic feature of every class society and is one of the principal features distinguishing the social classes. The power of one social class to control the means of production enables its exploitation of other classes. Under capitalism, the labour theory of value is the operative concern, whereby the value of a commodity equals the socially necessary labour time required to produce it. Under such conditions, surplus value—the difference between the value produced and the value received by a labourer—is synonymous with surplus labour, and capitalist exploitation is thus realised as deriving surplus value from the worker.
In pre-capitalist economies, exploitation of the worker was achieved via physical coercion. Under the capitalist mode of production, workers do not own the means of production and must "voluntarily" enter into an exploitative work relationship with a capitalist to earn the necessities of life. The worker's entry into such employment is voluntary because they choose which capitalist to work for. However, the worker must work or starve. Thus, exploitation is inevitable, and the voluntary nature of a worker participating in a capitalist society is illusory; it is production, not circulation, that causes exploitation. Marx emphasised that capitalism per se does not cheat the worker.
Alienation () is the estrangement of people from their humanity and a systematic result of capitalism. Under capitalism, the fruits of production belong to employers, who expropriate the surplus created by others and generate alienated labourers. In Marx's view, alienation is an objective characterisation of the worker's situation in capitalism—his or her self-awareness of this condition is not prerequisite."Alienation". A Dictionary of Sociology.
In addition to criticism, Marx has also praised some of the results of capitalism stating that it "has created more massive and more colossal productive forces than have all preceding generations together" and that it "has put an end to all feudal, patriarchal arrangements."
Without defining ideology, Marx used the term to describe the production of images of social reality. According to Engels, "ideology is a process accomplished by the so-called thinker consciously, it is true, but with a false consciousness. The real motive forces impelling him remain unknown to him; otherwise it simply would not be an ideological process. Hence he imagines false or seeming motive forces."
Because the ruling class controls the society's means of production, the superstructure of society (i.e. the ruling social ideas) is determined by the best interests of the ruling class. In The German Ideology, Marx says that "the ideas of the ruling class are in every epoch the ruling ideas, i.e. the class which is the ruling material force of society, is, at the same time, its ruling intellectual force." The term political economy initially referred to the study of the material conditions of economic production in the capitalist system. In Marxism, political economy is the study of the means of production, specifically of capital and how that manifests as economic activity.
This new way of thinking was invented because socialists believed that common ownership of the means of production (i.e. the industries, land, wealth of nature, trade apparatus and wealth of the society) would abolish the exploitative working conditions experienced under capitalism. Through working class revolution, the state (which Marxists saw as a weapon for the subjugation of one class by another) is seized and used to suppress the hitherto ruling class of capitalists and (by implementing a commonly owned, democratically controlled workplace) create the society of communism which Marxists see as true democracy. An economy based on cooperation on human need and social betterment, rather than competition for profit of many independently acting profit seekers, would also be the end of class society, which Marx saw as the fundamental division of all hitherto existing history. Marx saw the fundamental nature of capitalist society as little different from that of a slave society in that one small group of society exploits the larger group.
Through common ownership of the means of production, the profit motive is eliminated, and the motive of furthering human flourishing is introduced. Because the surplus produced by the workers is the property of the society as a whole, there are no classes of producers and appropriators. Additionally, as the state originates in the bands of retainers hired by the first ruling classes to protect their economic privilege, it will wither away as its conditions of existence have disappeared.
According to orthodox Marxist theory, overthrowing capitalism by a socialist revolution in contemporary society is inevitable. While the inevitability of an eventual socialist revolution is a controversial debate among many different Marxist schools of thought, all Marxists believe socialism is a necessity. Marxists argue that a socialist society is far better for most of the populace than its capitalist counterpart. Prior to the Russian Revolution, Vladimir Lenin wrote: "The socialisation of production is bound to lead to the conversion of the means of production into the property of society. ... This conversion will directly result in an immense increase in productivity of labour, a reduction of working hours, and the replacement of the remnants, the ruins of small-scale, primitive, disunited production by collective and improved labour." The failure of the 1905 Russian Revolution, along with the failure of socialist movements to resist the outbreak of World War I, led to renewed theoretical effort and valuable contributions from Lenin and Rosa Luxemburg towards an appreciation of Marx's crisis theory and efforts to formulate a theory of imperialism.
Libertarian Marxism is often critical of reformist positions such as those held by social democrats. Libertarian Marxist currents often draw from Karl Marx and Friedrich Engels' later works, specifically the Grundrisse and The Civil War in France; emphasising the Marxist belief in the ability of the working class to forge its destiny without the need for a Vanguardism to mediate or aid its liberation. Along with anarchism, libertarian Marxism is one of the main currents of libertarian socialism.
Libertarian Marxism includes currents such as autonomism, council communism, De Leonism, Lettrism, parts of the New Left, Situationism, Freudo-Marxism (a form of psychoanalysis), Socialisme ou Barbarie and workerism. Libertarian Marxism has often strongly influenced both post-left and Social anarchism. Notable theorists of libertarian Marxism have included Maurice Brinton, Cornelius Castoriadis, Guy Debord, Raya Dunayevskaya, Daniel Guérin, C. L. R. James, Rosa Luxemburg, Antonio Negri, Anton Pannekoek, Fredy Perlman, Ernesto Screpanti, E. P. Thompson, Raoul Vaneigem, and Yanis Varoufakis, the latter claiming that Marx himself was a libertarian Marxist.
Contrary to the official dialectical materialism of the Soviet Union and interpretations of Marx rooted in the structural Marxism of Louis Althusser, Marxist humanists argue that Marx's work was an extension or transcendence of enlightenment humanism. Whereas other Marxist philosophies see Marxism as natural science, Marxist humanism reaffirms the doctrine that "man is the measure of all things"—that humans are essentially different to the rest of the natural order and should be treated so by Marxist theory.
These theoretical developments were subsequently adopted by archaeologists working in capitalist states outside of the Leninist bloc, most notably by the Australian academic V. Gordon Childe, who used Marxist theory in his understandings of the development of human society.
Influenced by the thought of Karl Marx, Marxist sociology emerged in the late 19th and early 20th centuries. With Marx, Max Weber and Émile Durkheim are considered seminal influences in early sociology. The first Marxist school of sociology was known as Austro-Marxism, of which Carl Grünberg and Antonio Labriola were among its most notable members. During the 1940s, the Western Marxist school became accepted within Western academia, subsequently fracturing into several different perspectives, such as the Frankfurt School or critical theory. The legacy of Critical Theory as a major offshoot of Marxism is controversial. The common thread linking Marxism and Critical theory is an interest in struggles to dismantle structures of oppression, exclusion, and domination. Due to its former state-supported position, there has been a backlash against Marxist thought in post-communist states, such as Poland. However, it remains prominent in the sociological research sanctioned and supported by communist states, such as in China.
Other developments include:
The latest field of research examines and develops Marxist pedagogy in the postdigital era.
Engels' short treatise The Condition of the Working Class in England in 1844 was salient in creating the socialist impetus in British politics. Marx's most important works on social and political history include The Eighteenth Brumaire of Louis Napoleon, The Communist Manifesto, The German Ideology, and those chapters of Capital dealing with the historical emergence of Capitalism and Proletariat from pre-industrial English society. Marxist historiography suffered in the Soviet Union as the government requested overdetermined historical writing. Notable histories include the History of the Communist Party of the Soviet Union (Bolsheviks), published in the 1930s to justify the nature of Bolshevik party life under Joseph Stalin. A circle of historians inside the Communist Party of Great Britain (CPGB) formed in 1946.
While some members of the group, most notably Christopher Hill and E. P. Thompson, left the CPGB after the 1956 Hungarian Revolution, the common points of British Marxist historiography continued in their works. Thompson's The Making of the English Working Class is one of the works commonly associated with this group. Eric Hobsbawm's Bandits is another example of this group's work. C. L. R. James was also a great pioneer of the 'history from below' approach. Living in Britain when he wrote his most notable work, The Black Jacobins (1938), he was an anti-Stalinist Marxist and so outside of the CPGB. In India, B. N. Datta and D. D. Kosambi are the founding fathers of Marxist historiography. Today, the senior-most scholars of Marxist historiography are R. S. Sharma, Irfan Habib, Romila Thapar, D. N. Jha, and K. N. Panikkar, most of whom are now over 75 years old.
Together with Marx, Engels co-developed communist theory. Marx and Engels first met in September 1844. Discovering that they had similar views of philosophy and socialism, they collaborated and wrote works such as Die heilige Familie ( The Holy Family). After Marx was deported from France in January 1845, they moved to Belgium, which permitted greater freedom of expression than other European countries. In January 1846, they returned to Brussels to establish the Communist Correspondence Committee.
In 1847, they began writing The Communist Manifesto (1848), based on Engels' The Principles of Communism. Six weeks later, they published the 12,000-word pamphlet in February 1848. In March, Belgium expelled them, and they moved to Cologne, where they published the Neue Rheinische Zeitung, a politically radical newspaper.
After Marx died in 1883, Engels became the editor and translator of Marx's writings. With his Origins of the Family, Private Property, and the State (1884)—analysing Monogamy marriage as guaranteeing male social domination of women, a concept analogous, in communist theory, to the capitalist class's economic domination of the working class—Engels made significant contributions to feminist theory and Marxist feminism.
In 1919, the nascent Soviet Government established the Communist Academy and the Marx–Engels–Lenin Institute for doctrinal Marxist study and to publish official ideological and research documents for the Russian Communist Party. With Lenin's death in 1924, there was an internal struggle in the Soviet Communist movement, mainly between Joseph Stalin and Leon Trotsky, in the form of the Troika of Stalin, Zinoviev and Kamenev and the Left Opposition, respectively. These struggles were based on both sides' different interpretations of Marxist and Leninist theory based on the situation of the Soviet Union at the time. This period is marked by the development of Marxism–Leninism and it becoming the dominant ideological strain.
From Stalin's death until the late 1960s, there was increased conflict between China and the Soviet Union. De-Stalinisation, which first began under Nikita Khrushchev, and the policy of detente, were seen as revisionist and insufficiently Marxist. This ideological confrontation spilt into a broader global crisis centred around which nation was to lead the international socialist movement.
Following Mao's death and the ascendancy of Deng Xiaoping, Maoism and official Marxism in China were reworked. Commonly referred to as socialism with Chinese characteristics, this new path was initially centred around Deng Xiaoping Theory, which claims to uphold Marxism–Leninism and Maoism, while adapting them to Chinese conditions. Deng Xiaoping Theory was based on Four Cardinal Principles, which sought to uphold the central role of the Chinese Communist Party and uphold the principle that China was in the primary stage of socialism and that it was still working to build a communist society based on Marxist principles.
In the People's Republic of China, the Maoist government undertook the Cultural Revolution from 1966 to 1976 to purge Chinese society of capitalist elements and achieve socialism. Upon Mao Zedong's death, his rivals seized political power, and under the leadership of Deng Xiaoping, many of Mao's Cultural Revolution era policies were revised or abandoned, and a large increase in privatised industry was encouraged.
The late 1980s and early 1990s saw the collapse of most of those socialist states that had professed a Marxist–Leninist ideology. In the late 1970s and early 1980s, the emergence of the New Right and neoliberal capitalism as the dominant ideological trends in Western politics championed by United States president Ronald Reagan and British prime minister Margaret Thatcher led the West to take a more aggressive stance towards the Soviet Union and its Leninist allies. Meanwhile, the reformist Mikhail Gorbachev became General Secretary of the Communist Party of the Soviet Union in March 1985 and sought to abandon Leninist development models toward social democracy. Ultimately, Gorbachev's reforms, coupled with rising levels of popular ethnic nationalism, led to the dissolution of the Soviet Union in late 1991 into a series of constituent nations, all of which abandoned Marxist–Leninist models for socialism, with most converting to capitalist economies.
The early 21st century also saw the election of socialist governments in several Latin American nations, in what has come to be known as the "pink tide"; dominated by the Venezuelan government of Hugo Chávez; this trend also saw the election of Evo Morales in Bolivia, Rafael Correa in Ecuador, and Daniel Ortega in Nicaragua. Forging political and economic alliances through international organisations like the Bolivarian Alliance for the Americas, these socialist governments allied themselves with Marxist–Leninist Cuba. Although none espoused a Stalinist path directly, most admitted to being significantly influenced by Marxist theory. Venezuelan president Hugo Chávez declared himself a Trotskyist during the swearing-in of his cabinet two days before his inauguration on 10 January 2007. Venezuelan Trotskyist organisations do not regard Chávez as a Trotskyist, with some describing him as a bourgeois nationalist, while others consider him an honest revolutionary leader who made significant mistakes due to him lacking a Marxist analysis.
For Italian Marxist Gianni Vattimo and Santiago Zabala in their 2011 book Hermeneutic Communism, "this new weak communism differs substantially from its previous Soviet (and current Chinese) realisation, because the South American countries follow democratic electoral procedures and also manage to decentralise the state bureaucratic system through the Bolivarian missions. In sum, if weakened communism is felt as a spectre in the West, it is not only because of media distortions but also for the alternative it represents through the same democratic procedures that the West constantly professes to cherish but is hesitant to apply."
Chinese Communist Party General Secretary Xi Jinping has announced a deepening commitment of the Chinese Communist Party to the ideas of Marx. At an event celebrating the 200th anniversary of Marx's birth, Xi said, "We must win the advantages, win the initiative, and win the future. We must continuously improve the ability to use Marxism to analyse and solve practical problems", adding that Marxism is a "powerful ideological weapon for us to understand the world, grasp the law, seek the truth, and change the world." Xi has further stressed the importance of examining and continuing the tradition of the CPC and embracing its revolutionary past.
The fidelity of those varied revolutionaries, leaders and parties to the work of Karl Marx is highly contested and has been rejected by many Marxists and other socialists alike. Socialists in general and socialist writers, including Dimitri Volkogonov, acknowledge that the actions of authoritarian socialist leaders have damaged "the enormous appeal of socialism generated by the October Revolution."
Some Marxists have criticised the academic of Marxism for being too shallow and detached from political action. Zimbabwean Trotskyist Alex Callinicos, himself a professional academic, stated: "Its practitioners remind one of Narcissus, who in the Greek legend fell in love with his own reflection. ... Sometimes it is necessary to devote time to clarifying and developing the concepts that we use, but indeed for Western Marxists this has become an end in itself. The result is a body of writings incomprehensible to all but a tiny minority of highly qualified scholars."
Additionally, some intellectual critiques of Marxism contest certain assumptions prevalent in Marx's thought and Marxism after him without rejecting Marxist politics. Other contemporary supporters of Marxism argue that many aspects of Marxist thought are viable but that the corpus is incomplete or outdated regarding certain aspects of economic, political or social theory. They may combine some Marxist concepts with the ideas of other theorists such as Max Weber—the Frankfurt School is one example.
Okishio's theorem shows that if capitalists use cost-cutting techniques and real wages do not increase, the rate of profit must rise, which casts doubt on Marx's view that the rate of profit would tend to fall.
The allegations of inconsistency have been a large part of Marxian economics and the debates around it since the 1970s. Andrew Kliman argues that this undermines Marx's critiques and the correction of the alleged inconsistencies because internally inconsistent theories cannot be correct by definition., However, in his book, Kliman presents an interpretation where these inconsistencies can be eliminated. The connection between the inconsistency allegations and the lack of study of Marx's theories was argued further by
In his books, The Poverty of Historicism and Conjectures and Refutations, philosopher of science Karl Popper criticised the explanatory power and validity of historical materialism. Popper believed that Marxism had been initially scientific in that Marx had postulated a genuinely predictive theory. When these predictions were not borne out, Popper argues that the theory avoided Falsifiability by adding ad hoc hypotheses that made it compatible with the facts. Because of this, Popper asserted, a theory that was initially genuinely scientific degenerated into pseudoscientific dogma.
Marxism and socialism have received considerable critical analysis from multiple generations of Austrian School regarding scientific methodology, economic theory and political implications. During the marginal revolution, a theory of subjective value was developed by Carl Menger, with scholars viewing the development of marginalism more broadly as a response to Marxist economics. Second-generation Austrian economist Eugen Böhm von Bawerk used praxeological and subjectivist methodology to fundamentally attack the law of value. Gottfried Haberler has regarded his criticism as "definitive", arguing that Böhm-Bawerk's critique of Marx's economics was so "thorough and devastating" that he believes that as of the 1960s, no Marxian scholar had conclusively refuted it. Third-generation Austrian Ludwig von Mises rekindled the debate about the economic calculation problem by arguing that without price signals in capital goods, in his opinion, all other aspects of the market economy are irrational. This led him to declare that "rational economic activity is impossible in a socialist commonwealth."
Daron Acemoglu and James A. Robinson argue that Marx's economic theory was fundamentally flawed because it attempted to simplify the economy into a few general laws that ignored the impact of institutions on the economy. These charges have been disputed by other influential economists, like John Roemer and Nicholas Vrousalis.
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