Doing being middle-class in the global South: comparative perspectives and conceptual challenges

Abstract

AbstractLike many key terms in history and the social sciences, ‘middle class’ is at once a category ‘of social and political analysis’ and a category ‘of social and political practice’, in Rogers Brubaker and Frederick Cooper's terms – two aspects that were, and continue to be, entangled in complex ways. Since the end of the eighteenth century, the term ‘middle class’, or the ‘middling sorts’, has been a catchword in political discourse, and it became one long before scholars defined it in any systematic fashion. Once it became a more or less well-established conceptual tool of research, however, it began to take on an academic life of its own, with scholars also using it to describe people who did not invoke this category for their own self-description. But scholarly terms could – and indeed did – also feed back into folk understandings of social stratification. In particular, the recent global popularity of the term ‘middle class’ seems to be at least in part a result of the appropriation of academic categories by policymakers. This article contributes to the discussion on African middle classes by tracing the genealogy of theoretical perspectives on class and by outlining some findings from studies of the history of European and American middle classes as well as recent research on middle classes in the global South. I discuss both the history of scholarly debates on the middle classes and what empirical studies tell us about people's contested self-categorizations, and how their understandings and practices of being middle-class have changed over time. The article argues that future research on the dynamics of African social stratification has much to gain from a regional and historical comparative perspective.