Of course the freedom struggle is far from over. The ravages of apartheid are enormous. Its wounds are deep.1
The point is that there are far too many people who suffer. The point is that there are far too many people living a suboptimal existence.2
This article joins the call in radical democratic political theory for a shift in the analytic and conceptual registers in which the relationship between law and poverty is conventionally addressed. It works to one side of recent South African legal scholarship on this topic,3 and adopts instead an analysis that explicitly politicises the issue of poverty and relates it to the concrete history of racialised capitalism and structural inequality that defined colonialism and apartheid and continues to persist in "post"-apartheid South Africa.4 In this analysis, then, poverty is to be conceived of within the broader context of our colonial and apartheid past (racial inequality, land dispossession, impaired citizenship, inadequate access to health services and quality education, poor infrastructure and spatial segregation) and the nation's systemic failure to come to terms with and redress the effects of this past.
The purpose of thinking race and poverty together in this inquiry is twofold. First, it interrupts the dominant assumption in legal and political discourse that views the new constitutional dispensation as a fundamental rupture and radical break with the past by highlighting the continuing patterns of racial subordination and socio-economic inequality that were generated by over 350 years of white colonial domination. While the laws of the country have changed considerably, the architecture, framework and logic of colonialism-apartheid remains. It refuses to fade. Because South Africa was for over 350 years expressly organised around white supremacist values and practices, the true demise of apartheid requires that the rejection of white supremacy as a normative vision must be tethered to a commitment to the eradication of the substantive conditions of racial subordination and domination - not merely a formal declaration of the end of apartheid.5 Secondly, it displaces the orthodox Marxist class-reductionism which excludes (or minimises) questions of race, racial power and systemic racism in considerations of poverty and socio-economic rights. The erroneous view that class as a category of analysis supersedes (or is more foundational than) race, or that class is free of race, or that race-based identity politics heralds the abandonment of the critique of capitalism and economic subordination is one that often implicitly frames discourse on poverty in South Africa. This view is faced with the statistical oddity that Blacks make up an overwhelming majority of people living under conditions of poverty6 – which in turn illustrates that the production of poverty in South Africa is inseparable from the historical and current workings of racialised structures of power, domination and exclusion.
Slavoj Zizek famously claimed that "[w]e feel free because we lack the very language to articulate our unfreedom",7 and so this article could be read as an attempt at theoretically developing a critical vocabulary through which to articulate aspects of that unfreedom. In it I shall draw on a variety of diverse traditions, thinkers and concepts, all of which more or less follow a critical legal leftist or radical democratic orientation, to examine law's vexed relation to the project of poverty eradication. The core animating theme is the rejection of economist, managerial, and legalist approaches to overcoming poverty in favour of approaches that would seek to challenge the fundamental structure of society and the root causes of poverty, injustice, inequality and suffering. A second underlying argument, given the explicit focus on race in this article, is that poverty eradication needs to be understood and evaluated from the vantage point of racial justice and postcolonial sovereign recovery.8
This article has three main parts. In the first part (part 2) I argue for a conceptualisation of poverty as a form of systemic oppression. For this argument I draw on Iris Marion Young's theorisation of the "five faces of oppression" and examine each of those "faces" from the perspective of racialised poverty in South Africa. Thereafter I shall (in part 3) refer to Drucilla Cornell's theory of justice, in which "matters of the heart" also stand central, and her concept of the imaginary domain as well as Judith Butler's notion of "precarious life" to highlight poverty as also being a problem that impacts upon moral recognition, the protection of dignity, the symbolic and ontological integrity of the Human and the ethical relation to the Other. All of these, I contend, need to be recognised and incorporated in theories, approaches, policies and laws that wish to comprehensively address the multifaceted injuries and injustices of poverty. Of central importance in all three thinkers is how, when applied to the issue of poverty, each enables a focus on both the distributive (economic and material) and non-distributive (non-material, non-economic, ideological social, and cultural) dimensions of poverty.
Finally, I reflect (in part 4) on the implications of this reformulation of poverty for rights-based and law reform-oriented approaches. I consider the question of whether rights can provide the kind of emancipatory vision and praxis required for the full eradication of poverty and the realisation of radical democracy, substantive equality and collective freedom. To this end I rely heavily on Wendy Brown's critical study of legal efforts to procure rights for politicised identities to explore the possible tensions and contradictions between human and socio-economic rights activism and legal mobilisation strategies on the one hand and the struggle for substantive poverty eradication and freedom on the other. Figurations of rights discourse as excessively legalist to the detriment of radical politics, as regulatory and disciplinary, as silencing and coercive, as depoliticising, conservative and allied to hegemonic powers are among some of the lines of critique to be developed in this exploration.
By the end of this inquiry, rather than a pedantic and technical legal discussion on the law(s) on poverty, something of law's own poverty, its limits, incoherence and violence, should have come to the fore. Let us begin with the haunting/haunted words of Jacques Derrida:
For it must be cried out, at a time when some have the audacity to evangelise in the name of a liberal democracy that has finally realised itself as the ideal of human history: never have violence, inequality, exclusion, famine and thus economic oppression affected as many human beings in the history of earth and humanity. Instead of singing the advent of the ideal of liberal democracy and of the capitalist market in the euphoria of the end of history, instead of celebrating the "end of ideologies" and the end of the great emancipatory discourses, let us never neglect the obvious microscopic fact, made up of innumerable singular sites of suffering: no degree of progress allows one to ignore that never before, in absolute figures, have so many men, women and children been subjugated, starved and exterminated on earth.9
2 A left (re)conceptualisation of poverty
A useful framework for a politicised account of poverty, in particular poverty generated by the institutionalisation of anti-black racism, is Iris Marion Young's definition of "oppression".10 As a disabling constraint, racialised poverty includes deep distributive and economic patterns but it also extends to issues of culture, epistemology, and social power, the division of labour, decision-making procedures, autonomy and agency - all of which are incorporated in Young's analysis.
Young begins with the argument that while many in mainstream society would not use the term "oppression" to name injustice in society, it is important for emancipatory social movements and critical theorists that we articulate "oppression as a central category of political discourse".11 She urges the recognition that oppression – for black radicals, feminists, socialists etc – makes sense of much of our social experience and ideological perspective12 - even as she explicitly points out that not all groups are oppressed to the same extent, in the same way or by the same configuration or kinds of subordinating social powers.13
What makes Young's idea of oppression resonant with a politicised account of racialised poverty is its understanding of oppression as a structural concept, and hence, its opposition to the traditional usage of oppression as meaning only the direct, formal, institutionalised exercise of tyranny by a ruling group.14 Young notes that in dominant political discourse, oppression is used sparingly, only to designate either direct forms of military conquest and colonial occupation. It is also frequently used as a term of Western "civilizational discourse" to describe the political situation of Other non-Western, non-secular, communist or certain postcolonial African societies – societies, in other words, that do not aspire to the modern liberal democratic form.15
In South Africa, where the dominant political discourse is one of post-racialism and colour-blindness and where it is assumed that the struggle for Black liberation ended with the formal demise of the apartheid government and the institutionalisation of liberal democracy, to use the term oppression to denote the lived experiences of the majority of Blacks would appear as wholly illegitimate, invidious, and even demagogic. However when oppression is defined as the disadvantage and injustice suffered by certain social groups not necessarily because of a tyrannical government but "because of the everyday practices of a well-intentioned liberal society", even a post-authoritarian state such as South Africa would be unable to escape being designated as oppressive.16 Young writes:
Oppression in this sense is structural, rather than the result of a few people's choices or policies. Its causes are embedded in unquestioned norms, habits, and symbols, in the assumptions underlying institutional rules and the collective consequences of following these rules.17
For Black South Africans, poverty is a strong constituent element of the objective material reality of racial oppression and it continues due to the inertia of the racial inequalities and disadvantages that are the consequence of over 350 years of totalitarian white supremacist rule in South Africa. Despite the establishment of a liberal constitutional order, the inclusion of a large catalogue of "justiciable" socio-economic rights in the Bill of Rights, as well as legal reforms in the area of remedial equality and anti-discrimination law, Blacks still constitute the majority of the poorest and most disadvantaged stratum of South African society.18 Because a central outcome of de jure apartheid was the racial stratification of society in hierarchical terms, the unequal distribution of rights, resources and benefits continues to favour whites and disfavour Blacks. Thus we can say that we currently live under conditions of de facto apartheid or neo-apartheid/neo-colonialism in which the same macro-structure of "imperialist white supremacist capitalist patriarchy"19 which defined colonial apartheid continues to operate, although under a different legal and political arrangement (ie a liberal democratic government under non-white rule). Following a structural understanding of poverty reveals that the problems of poverty currently experienced by Blacks are not caused by our presumed cultural inferiority or lack of industriousness nor by the fact that apartheid set us back a few years behind whites, but by the very way in which society is organised and structured.
Young's extended structural definition of oppression shows more clearly the vast and deep injustices that Blacks suffer not only as a consequence of the legacy of systemic racial discrimination but also because of the normal routines of everyday life, which stabilise and perpetuate existing racial hierarchies and inequalities, either by denying them (colour-blindness and post-racialism), downplaying them (liberalism) or obscuring them (formalism). Thus, Young notes, "we cannot eliminate this structural oppression by getting rid of the rulers or making some new laws, because oppressions are systematically produced in major economic, political, and cultural institutions".20
Because the systemic character of oppression resists its own reduction into the conscious actions or premeditated intentions of individual social actors, it follows that the reality of oppression and the existence of an oppressed group does not require a correlate oppressing group that is organised directly around the objectives of that oppression. In other words, Blacks are oppressed in ways so well-organised at the level of social structure that whites do not need to be consciously involved in the actual oppression of Blacks. This does not mean, however, that many whites, as members of the dominant group, do not contribute to maintaining and reproducing that oppression. They do. And it also does not mean that whites as a privileged collective do not benefit enormously from that oppression and have a strong, even if unconscious and indirect, interest in its continuation. They do. It simply means that in modern liberal societies, individuals involved in the maintenance and reproduction of systems of oppression are usually simply doing their jobs or living their lives.21
Young then goes on to formulate her "plural explication of oppression" by describing the five faces of oppression, namely exploitation, marginalisation, powerlessness, cultural imperialism and violence, which show more clearly how poverty is a composite part of the racial oppression of Blacks. I shall briefly discuss each of these in turn.
In capitalist societies, with liberal legal systems, legally enforced class, race and gender distinctions are removed in favour of the promotion of the legal freedom of persons to work and contract with whomever and however they choose, however abstract this freedom may be. Without the Marxist understanding of exploitation we can be left a little clueless as to how it is possible that racialised class distinctions (between wealthy whites and poor Blacks, for example) can persist even despite the removal of race and class distinctions in laws prohibiting abuses based on such distinctions. Young explains it as follows:
The injustice in a capitalist society consists in the fact that some people exercise their capacities under the control, according to the purposes and for the benefit of other people".22
Through private ownership of the means of production and through markets that determine value and allocate labour and the ability to buy goods, capitalism works to systematically transfer the labour power of some persons to others, thereby giving the latter power over the former. Under this system, the dominant class acquires and maintains the power to extract benefits from workers. This extraction and transfer of power from one group (the workers) to the other (the dominant class) affects the power of workers not simply in the amount of transfer but also in the fact that the workers suffer material deprivation, lack of control over their own production capacity (alienation) and a loss of important elements of self-respect. Exploitation thus "[e]nacts a structural relation between social groups".23
Because of its roots in the Marxist privileging of class as the basic cleavage of social stratification, this understanding of exploitation needs to be broadened to explain racial oppression.24 For our purposes, I want to suggest that the racialised element of the exploitation still remains despite the creation of a small class of enormously wealthy black elites and a slowly growing Black middle class and also despite the presence of poor whites (and here we should note that class differentials between blacks and poverty in white communities existed prior to 1994). What is important is not who constitutes the capitalist class, but who constitutes the large majority of the poor, unemployed and working class (viz Blacks). Furthermore, I want to suggest also that the structural relation enacted by exploitation is normatively influenced by white supremacist prescriptions that deny Blackness any sense of human dignity and purpose and thus provide a justificatory frame for the use and abuse of Black bodies. How else to understand the institution of slavery and other forms of unfree black labour except through this connection between capitalist exploitation and white supremacy?
Derrick Bell, for instance, has noted that in racially-structured polities there exists a depressingly strong correlation between economic resources and race and between resources and eventual success, prosperity and fulfilment.25 Young also suggests that we can distil from Marxist theory a distinct form of exploitation that is racially specific. She proposes menial labour/servitude as a starting point.26 As she writes,
Wherever there is racism, there is the assumption, more or less enforced, that members of the oppressed racial groups are or ought to be servants of those or some of those, in the privileged group.27
In South Africa, poor Blacks occupy a large majority of formal and informal menial work such as that of domestic workers, car and security guards, cleaners, street sweepers, garbage collectors, farmworkers, construction workers, miners, drivers etc. There is a strong historical, symbolic and mnemonic link between these modern forms of servitude and the system of racial slavery that should be noted here. In all cases these jobs are a form of "servile, unskilled and low-paying work lacking autonomy".28 They involve Blacks taking orders from many people and their work serving an auxiliary function to the more important, high-status work of others, thereby rendering them vulnerable to disposal and sacrifice. Because of the normative influence of white supremacy, there still remains a strong cultural association between menial work, servitude and non-professionalism and Blackness and also strong cultural pressure to fill these jobs with Blacks.29
The second "face" of oppression in Young's taxonomy is marginalisation, which is manifested by the creation of an underclass of often racially marked people whose lives are permanently confined to social marginality. Under conditions of marginalisation, "[a] whole category of people is expelled from useful participation in social life and thus potentially subjected to severe material deprivation and even extermination".30 And of course, in a racialised capitalist society, the medium of that expulsion takes place along racial lines. Young notes that contemporary advanced capitalist states respond to marginalisation by means of welfare, social development programmes and the provision of basic services which in the long run do nothing to "eliminate large-scale suffering and deprivation".31 She also notes, however, that material deprivation is not the only harm caused by marginalisation. Young claims that the provision of welfare produces new injustices by depriving those dependent on it of rights and freedoms that others have. What makes marginalisation unjust, then, is the way it blocks the opportunity for the marginalised to exercise their capacities, express themselves intellectually and culturally, and assume control over the conditions/processes of their own lives.32
Those dependant on welfare and other medical and social services often have their needs constructed by agencies and professionals and treated as though they do not know what is good for them. Worse still, they are often subjected to punitive, demeaning, inconveniencing and arbitrary treatment by the policies and people associated with the bureaucratic administration of the welfare. The story of Skhumbuzo Douglas Mhlongo, a 22 year-old black man who committed suicide in despair after not being able to obtain an ID book after a Home Affairs official ripped up his application and threw it in his face attests to the routine disregard of the dignity of those dependent upon social welfare.33 The racist (and dishonest) rhetoric of Blacks as lazy complainers, undeserving of social advancement and suffering from an "entitlement complex" is obviously implicated in marginalising the Black poor as well.
In addition to having their labour exploited and being marginalised, there is another dimension to oppressed groups' experience which Young names powerlessness.34 We could also include voicelessness, invisibility and social immobility in this third "face" of oppression. As Young writes:
The powerless are those who lack authority or power in even this meditated sense, those over whom power is exercised without their exercising it, the powerless are situated so that they must take orders and rarely have the right to give them.35
Powerlessness as a social position allows people little opportunity to develop and exercise their skills; it deprives people of the capacity for autonomy, creativity and judgement. When one is powerless, one is subject to the plans, decisions and ideas of others either in the sense that they determine the conditions of your life or in the sense that you are the one who must execute them. As Hooks puts it, under relations of powerlessness “the poor” are "overseen" rather than "seen".36 Here again we must be reminded that the violent devastation of racism in the lives of Black people has created unequal levers of power not simply at the level of economic and distributive injustice but more deeply also at the moral, psychic and symbolic levels as well. It is the structural effects of apartheid that have placed most Blacks in the social position of powerlessness. Although South Africa is a country "ruled" by the mainly black ANC-led government, we are faced with the anomaly of large numbers of Black communities whose grievances and protests in relation to socio-economic rights and service delivery remain unheard – sometimes being violently silenced - and their needs and desires unfulfilled.
2.4 Cultural imperialism
In addition to the concrete socio-economic and political relations of power that are implicated in the oppression of women and Blacks, there is also another form of oppression which Young names "cultural imperialism".37 As Young writes:
To experience cultural imperialism means to experience how the dominant meanings of a society render the particular perspective of one's own group invisible at the same time as they stereotype one's group and mark it out as Other.38
Cultural imperialism involves the universalisation of a dominant group's experience and culture, and its assumption of normative superiority. In such a context, the dominant social group is the one that has exclusive or primary access to the dominant modes of communication and interpretation in a society, thus enacting a linguistic-symbolic and cultural hegemony over the social and political order. This hegemony enables the dominant group to project their experiences and perspectives in such a way that those experiences and perspectives are the ones expressed in the core cultural and epistemological products and practices of society, but also in such a way that those experiences and perspectives become the rubric for humanity. Mogobe Ramose argues that colonialism (what he calls "the unjust war of colonisation") was not only genocidal but "epistemicidal" as well.39 As he writes:
Coupled with its mission to christianise and "civilise", colonisation was by intention and inspiration poised to annihilate and obliterate all the experiences of the indigenous conquered peoples, replacing their experience and knowledge with its own unilaterally defined meaning of experience, knowledge and truth.40
Ramose, like most African philosophers, notes the strong philosophical and epistemological dimensions to colonial racism. As he notes, the belief in the naturalness of white supremacy, the association of whiteness and Western Europe with reason, intelligence, complex thought and civilisation (the so-called Prospero complex) and a general climate of white over-representation in knowledge production resulted in an "intellectual and spiritual holocaust from which indigenous conquered peoples are yet to recover".41 The cultural imperialism described by Ramose was also of concern to Steve Biko in his reflections on African culture.
First-generation US critical race theory (CRT) also emphasised the importance of narrative, storytelling and counter-storytelling as a means of "naming", and perhaps also finding, one's own reality for Black people. Working mainly as legal theorists, they stressed the need for a language and vocabulary that could articulate the experiences of Black people in society in ways that would expose the many ways in which Blacks experience rights, law and social life differently to whites. They too understood that the dimension of cultural imperialism inherent in racial oppression would effect an erasure/omission that would render Black needs and experiences unintelligible within dominant social meaning and legal discourse. As Young notes:
Those living under conditions of cultural imperialism find themselves defined from the outside, positioned, placed, by a network of dominant meanings they experience as arising from elsewhere. From those with whom they do not identify and who do not identify with them.42
This is what Frantz Fanon meant when he said of the black subject that "I am over-determined from without. I am not the slave of the idea that others have of me but my own appearance".43 Black subjectivity then is constructed through the white gaze that exclaims, "Look a Negro".44 For Fanon, the moment when this devaluation, objectification and depersonalisation is imposed on the black subject is marked by a severe trauma and wounding that in turn produces a psycho-racial dynamic in which Blacks are not only cast as inferior but as non-existent.45 In such a moment, the Black acquires the status of object rather than subject.
The final "face" of oppression that Young discusses is violence.46 Most systems of oppression are often initiated and maintained by the use of brute force and physical violence on its subjects. Despite the Foucauldian recognition that the control and subjugation of oppressed groups is maintained through new and more subtle technologies of violence,47 actual physical violence, killings, rapes, and beatings still remain part of the disciplinary apparatus of most forms oppression such as white supremacy and heteropatriarchy. Young writes:
Members of some groups live with the knowledge that they must fear random, unprovoked attacks on their persons or property, which have no motive but to damage, humiliate, or destroy the person.48
South African public discourse contains a vast catalogue of acts of white racist violence and terror against Blacks - most often poor, homeless, or located in vulnerable areas. Here we can recall the "Waterkloof Four", four teenage white boys, who taunted and brutally attacked, stabbed and killed a homeless black man in Moretela Park;49 or the case of Martin Scott-Crossley who threw the body of Nelson Chisale, a worker he had just fired over a wage dispute, into a lion's den on his game farm – leaving most of his body devoured with only a skull, bones and a few fingers remaining.50 We have also witnessed the case of Jewell Crossberg, who shot and killed his black employee and wounded four others because he "mistook" them for a pack of baboons,51 and the case of Johan Nel, a 15-year old white adolescent who shot four black people including a three-month old baby in the Skierlik informal settlement in the North West. During the shooting spree, Nel was heard shouting the word "kaffirs!" repeatedly.52 The list is literally endless.
But violence, according to Young, means more than just these severe incidents or hate crimes; it also includes harassment, intimidation and general ridicule – even when it appears light-hearted to the perpetrator.53 What makes these phenomena of violence oppressive is not simply the violent acts in themselves, but the surrounding social context that makes them possible, frequent and acceptable (or at least tolerated). Under this view, violence is a phenomenon of social injustice and oppression because of "its systemic character, its existence as a social practice".54 This violence is systemic because it is directed at members of a group simply because they are members of that group.55 Central to the systemic character of violence is the fact that it is often legally sanctioned as in the case of police brutality and extra-judicial killings in response to black service delivery and wage protests, as well as court-ordered or State-initiated evictions of the homeless and demolitions of property.
Frank Wilderson III draws from the Fanonian concept of "vertigo" a distinction between subjective vertigo and objective vertigo that illuminates how violence operates as a form of racial oppression.56 Subjective vertigo is the dizzying sense that one is moving or spinning in an otherwise stationary and stable world. Wilderson III argues that those who undergo subjective vertigo, human subalterns (whether figured as workers, as women or as gays and lesbians) suffer from contingent violence, that is, violence that kicks in only when one resists a disciplinary force or discourse.57 By contrast, objective vertigo entails a life constituted, rather than interrupted by, the disorientation of vertigo, a life built on and not simply threatened with violence. He argues that only Blacks suffer objective vertigo.58 Blacks are subsumed by violence as a "paradigmatic necessity", not simply as a performative contingency as in the case of subjective vertigo.59 "This is structural as opposed to performative violence".60 Here Wilderson III usefully rehearses the idea of the banality of racism, the fact that racism is normal in a racist society. He borrows from Fanon's contemplation of the dilemma of being Black in an anti-black world to show that violence against Blacks exists not simply because of an apathetic social context but more importantly because it is this violence against Blacks that conditions normal relations and daily interactions in that social context. As Young writes, "group-directed violence is institutionalised and systemic".61 It is encouraged, tolerated and enabled by institutions and social practices.
2.6 Racial poverty through the lens of the five faces of oppression
Although the schema of oppression that I have outlined here applies generally to most of those trapped in conditions of abject poverty, I am insisting, at least for the moment, on a formulation of racialised poverty that remains focused on the way in which the historical particularity of structural racism remains a central "cause" for the continued suffering and misery, mistreatment and degradation, disadvantage and deprivation experienced by most Black South Africans. As we can see, Blacks who are poor generally suffer all five aspects of oppression. Some will manage at least to escape the conditions of exploitation and violence through high-level employment and economic upliftment but the conditions of powerlessness, marginalisation and cultural imperialism tend to affect Blacks irrespective of their class position.
Conceiving of poverty as a form of oppression and domination opposes the presumption that poverty is an aberration or a mistake, an unintended side-effect of certain policy choices or legal arrangements. Instead it demonstrates that poverty is the logical outcome of a system which distributes benefits and opportunities along specific axes of social power. It is an inherent feature of a liberal democratic society governed by a neoliberal capitalist economic order. In our specific context, racialised poverty is a symptom not so much of a conservative court jurisprudence or badly implemented policy but of the inherent falsity of the liberal constitutional promise and the Constitution's seeming blindness to the brutalities engendered by white supremacist capitalist patriarchy.62
In what follows I turn to Drucilla Cornell and Judith Butler for a further exploration of the aesthetic and moral as well as symbolic and ontological/existential dimensions of poverty.