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World System Theory and International Relations
TABLE OF CONTENTS
• Chapter: World System Theory by Immanuel Wallerstein
1.0 Introduction
1.1 The genesis of World System Theory
1.2 Approach of World System Theory
1.3 Background Study of Immanuel Wallerstein- the main thinker
1.4 Aims of World System Theory
1.5 Theoretical Concept of the‘World System Theory’
1.6 Key Features and its terms and definitions of the World System
Theory
1.7 Temporal Dimension of World Economy
1.8 Implications of the World System Theory
1.9 Recent developments in World System Theory
1.10 Criticisms of World System Theory
1.11 Conclusions
1.12 Summary
1.13 Exercises
1.14 Glossary
1.15 Answer of Multiple Choice Questions
1.16 References
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World System Theory and International Relations
1.0 Introduction
The International political Economy has given the perspective of understanding
International Relations from its economic perspective as a result of which it has form the
crux of study both in the sub discipline of Theories of International Relation as well as in
International Political Economy. This development has offered new insights as well as
crucial reflections in understanding the world and making sense of the global politics as
it stand today. It has been observed that these developments has enriched the discipline
through the economic perspective offered by the sociological understanding of the world,
which has brought new ideas and interpretations through Immanuel Wallenstein’s
concept of World System Theory.
The World System Theory is a grand sociological idea that has been inspired by Marx’s
concept of Dependency Theory in their approach to the study of International Politics. It
has been influenced and uses Karl Marx analysis by Immanuel Wallerstein. According to
Wallerstein capitalism is more than a system of economy demarcated by boundaries of
nations, as he highlights class difference from the perspectives of national relations
which has been influenced from the historical factors such as Colonialism.
The World System Theory is seen as a major breakthrough in the Marxist analysis of
international relations from the perspectives of analyzing the world from the different
world systems that existed in the various stages of human history. This world system
also goes through different phases from its beginning and gradually collapses to form the
modern world system.
The World System Theory thereby explores and studies the role and relationships
between societies and changes that occur from their consequent interaction among
societies. The theory is a byproduct of two schools of thought- one that is the neo-
Marxist thought on development and the other is the French Annales School and Fernand
Braudel. Although the theory was primarily developed by Immanuel Wallerstein but the
other theorist such as Andre Gunder Frank, Samir Amin, Giovanni Arrighi had developed
the ‘Dependency School of Thought’ which worked on the similar framework in
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It was during this period of mid-1970s, the global politics was dictated by the world
economy according to Wallerstein, and sees them as the legacy of the World Empire that
has been set up by Colonial countries under a centralized political system that had
redistributed the resources of the periphery to the core (Misra & Shukla, 2011: p 79)
According to Lenin Capitalism has reached the pinnacle which he called ‘the highest and
final stage’ as Monopoly Capitalism. The new stage of ‘Monopoly Capitalism’ has a
two-tier structure where the first tier is the dominant Core countries that exploit the less
developed periphery, which is the second structure. As a result of which there is no
harmony of interests among the workers of the world, since the bourgeoisie from the
core countries would profits from the exploitation done in the countries of ‘periphery’ and
improve their own ‘proletariat’ i.e from their own country. In other words, the capitalist
from the core countries would develop their own proletariat by exploiting the proletariat
from countries in the ‘periphery’.
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Lenin’s concept of Core and the Periphery was developed from the Latin American School
of Dependency where they developed the Dependency Theory. According to Raul
Prebisch the countries which are located in ‘periphery’ suffers due to the ‘declining terms
of trade’. The decline in trade occurs when the prices of the manufactured goods
increases faster than the prices of the raw materials. For example, refrigerator would
always cost more than a ton of coffee. The countries in ‘periphery’ relied more on
primary goods and became poorer in relation to the ‘core’ countries. It is with these
arguments that the Dependency School of thought emerged by thinkers such as Andre
Gunder Frank and Henrique Fernando Cardoso. It is with this framework that the
contemporary world system theory emerged.
5. The origin of the idea of World System Theory can be traced to the writings of
(a) Lenin (b) Karl Marx (c) Adam Smith (d) John Locke
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According to Wallerstein, the world can also be quantitatively understood despite its long
history. In his approach of explaining them he relies on historical methods which are
associated with interpretive sociology leading his work to be in between Marx and
Weber, the two thinkers with whom he has been both deeply inspired.
He started his professional academic career from the Columbia University where he
worked as an instructor before he became the Associate Professor of Sociology in 1958
till 1971. After which moved from New York in 1971 and later taught at McGill University,
Montreal. Although he taught in US, his academic interest was not in American politics
but in the politics of non-European world- his area of academic prime interest was in
India and Africa. He dedicated two decades of his life as an African scholar and has
contributed numerous articles in many books. His immense contribution in the area
study of Africa led him to become the President of African Studies Association in 1973.
Immanuel Wallerstein was born on September 28, 1930 and grew up in New York City but in
a communist family. He had wide interest in world affairs especially in the area of the anti-
colonial movements such as in India since his teenage years as it was during that time that
India was struggling under the British Colonial Rule. He and during his teen age years; India
was yet to gain independence. He had also served in the US Army during 1951-1953.
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Wallerstein articulated the World System Theory first in what is now regarded as a
seminal paper titled ‘The Rise and Future Demise of the World Capitalist System:
Concepts for Comparative Analysis’ published in 1974. After the next two years, in 1976
he published ‘The Modern World System I: Capitalist Agriculture and the Origins of the
European World-Economy in the 16th Century’ in which he has made a landmark
contribution in both the theory and thought of History and Sociology. His work has
evoked numerous reactions which have inspired others to build from his conceptual idea
of World System Theory.
Wallerstein took up research in new areas as the head of the Fernand Braudel Center for
the Study of Economies, Historical Systems and Civilization at Binghamton University in
New York In 1976.The center was engaging academically in analyzing the social changes
on a large scale that occur over long periods of historical time. As the founding editor of
the new journal Review from the same Center, Wallerstein focused on research that
could invigorate sociology from its other sister disciplines, such as History and Political-
Economy that influence in building the World System theory. He used the historical
events to analyse the world economy and how it has shaped the current international
relations as a system which he described and explained in the World System Theory,
which he had developed during the 1970s.
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Wallenstein immense contribution in Sociology made him become the President of the
International Sociological Association during the year 1994-1998 and occupied the chair
of the International Gulbenkian Commission on the Restructuring of the Social Sciences
during 1993-1995. He retired as a distinguished Professor of Sociology at Binghamton in
1999.
Wallerstein had conceptualised the World System Theory in his book The Modern World
System, 1974 which was written in four volumes. In these books his main thesis is that
the modern world system can be differentiated from erstwhile empires as it relies on the
economic control of the world order with a dominating capitalist in the center of the
system while in their relation are determined through the economic and political relation
with the countries in peripheral to semi peripheral world. He uses the historical analyses
to understand the structure of the world through the three different frameworks which
he has distinguished as follows:
i. the development of the modern world-system through historical methods
ii. the contemporary crisis in the capitalist world-economy;
iii. the structure of knowledge.
According to Goldfrank, Professor Emeritus from Latin Americano and Latin Studies
Wallerstein has responded to the Theory of Modernization through the World System
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Theory as he outlines his research agenda with five major themes that touches on the
following area, namely:
i. Economic areas in which the systemic functioning of the capitalist world-
economy,
ii. Historical for the causal explanation in the origins of World System Theory,
iii. Sociological study of the capitalist world economy from the non-capitalist
countries of earlier centuries,
iv. Comparative study in the alternative forms of production and
v. The transition made from pre socialist economies to socialist economies
(Goldfrank, 2000; Wallerstein, 1979).
The Modernisation theory was used as a causal explanation to understand the process of
modernization in societies as a reference for a model of a progressive transition to
explain the transition from a 'pre-modern' or 'traditional' to a 'modern' society. The
theory investigates the different internal factors in a country with the assumption that
assistance can be used as a tool to develop the "traditional" countries to bring them on
par with the developed countries. It is in this analysis, that it has identified the different
social variables which contributes in the social progress of developing societies were
identified in the process of social evolution.
The present day modern world system is said to exist from the latter half of the 20th
century. It has affected integration all the remote corners of the globe. This according
to Immanuel Wallerstein is because of man’s ability to participate intelligently in the
evolution of his own system and his perception of the system as a whole. Moreover,
the ideology of liberalism, free trade, rule of law has led to the development of the
global cultures in the world. The process of globalization in which the states interact
with one another has led to one dominant world-system, unlike the past where
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In the World Empires the presence of a centralized political system leads to the
resources to be redistributed from the periphery country to the core whereas in the case
of the World Economy they compete with the centers of power and the resources are
redistributed not by a centralized political system but by the market. The present day
system of modern world system is a suitable illustration of the world economy.
Wallerstein traced the origin of the modern world-system to the 16th-century when West
Europe and the Americas was at the beginning of Colonialism. It is a matter of time that
the world system develops to form one global network or the present system as a
system of economic exchange today. The process of colonialism has been widespread to
encompass into every remote corner of the earth to the capitalist world economy in the
19th century.
The economic system of the world was expanded due to the advantage that Europe had
because of industrial revolutions. The European colonialism incorporated new zones for
an effective division of labour in the world economy such as in the Indian subcontinent
as well as Empires of the Ottoman, the Russian and that of West Africa. During the
period 1733-1817 as a result most of the manufactured goods were in accordance to the
needs of the European colonial market and labours were translated to wage labour
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across the globe. That is why Wallerstein termed the world-system as a "world economy"
in its integration with the centre as a market rather than political, since two or more
regions became interdependent on basic amenities such as food, fuel and for protection
and therefore compete among themselves till one country emerges as a dominant
power.
Wallerstein (1974) made the first definition of World System as a "multicultural territorial
division of labour in which the production and exchange of basic goods and raw materials
is necessary for the everyday life of its inhabitants". The division of labour is in reference
to the production in the world economy as a whole, which has created a dual
interdependent region of ‘Core’ and ‘Periphery’.
The region has been so classified as Core and Periphery because both are geographically
and culturally different besides being intensified on labour and capital. This differences
form the structure of the system where a buffer zone is created when a semi-peripheral
state comes in between them which has a mix of both the activities and institutions that
exist on them.
Immanuel Wallerstein stated that the economic structures constrain politics, as the
strong nations situated at the core of the system dominate over the weak countries that
are located in the periphery. This is because the nation states are placed in the system
of world capitalist where they can influence in their global roles. The international
division of labour forms the base of the capitalist world system and determines the
relations of different regions in the world as the labour conditions differ in each of the
region.
Wallerstein has divided the world into three categories of the regions consisting of a few
countries, which is reflective of the characteristics of politics and economy determine the
relative positions that in the world system.
The ‘core regions’ reap maximum benefit in the structure of the capitalist world. Such as
countries of West Europe like England, France, and Holland who became part of the core
region during the seventieth and eighteenth centuries.
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First World War, the power of Britain and other European countries began to decline
while USA took up the role of a hegemon post Second World War and emerge as the
clear cut ‘core’ country.
Peripheral societies/ countries include countries from Asia, Africa and Latin America
that are politically weak and economically poor but has rich raw materials. In the early
years of the capitalist system the Eastern Europe region such as Poland, Latin America
and South Asia exhibited characteristics of the peripheral countries. The labour system in
peripheral countries can be distinguished from medieval Europe where their production
was not for internal consumption of goods but for consumption in the capitalist
countries. Besides, the bourgeoisie or class of aristocracy in the periphery-such as in
East Europe or Latin America or Asia-became more wealthy since they had their own
linkages with the world economy where they could receive from the core regions to
maintain their control in their own country.
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The Northwest Europe constituted the core during the first centuries of world-system
development, while the semi-periphery was formed by Mediterranean Europe and
Eastern Europe and the periphery was constituted by the Western hemisphere and parts
of Asia which has changed in successive times. In the contemporary times, the core
countries comprised of the wealthy industralised countries such as Japan and the semi
periphery region included many states that had been independent for quite some time
excluding the West; while the Periphery countries have recently gain independence and
are poor colonies from the Colonial masters by the end of the twentieth century.
Core Countries/ Region: The ‘Core area’ exhibit militarily strength in relation to other
countries and are independent. They only serve the interests of their own economically
powerful classes or bourgeoisie and soak in any of the economic losses by maintaining
the peripheral areas, for their own benefit. The semi-peripheral areas help to deflect the
political pressures of groups who live in the peripheral areas but have the potential to be
anti-core-states. In other words, they prevent any unified opposition. They share the
ideology and commitment of ruling groups in a system as their own well-being is related
to the survival of the system. On the other hand, the lower strata of the society do not
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have any such loyalty and are automatically incorporated to form a nationally unified
cultures created by the ruling groups.
According to Wallerstein, all the three zones of the world economy have linkages within
exploitative relations where wealth is drained from the peripheral zones into the core
zones. As a result of which, the system matures only when the rich countries become
richer and the poor countries become poorer. In other words, development and
underdevelopment are interrelated.
It is no wonder then that the capitalist world-system is not homogeneous but rather
heterogeneous in terms of its characteristic exhibited in cultural, political and economy
which is contoured by fundamental differences that can be seen in the different fields of
social development, political power and capital. For Wallerstein these differences are only
mere residues or irregularities that would be overcome when the system evolves, but
rather the distinction of lasting three division of labour as structured through historical
development; which characterises the World System.
The most notable anti-systemic force that was present in the last two centuries was
Socialism. It is through Socialism that many of the core states redistributed their wealth
and led to the support of formation of new states, thereby challenging the order of the
Capitalist world economy. This led to a system where one type of system transited to
another due to the inherent contradictions within the system which could no longer
contained and had to be transformed. The present day capitalist world economy was
historically constructed and therefore is bound to be superseded by another social
construction of time in history. The different crises of the global system was created and
constructed by the changes that lead to a new transformation.
The concept of’ core-periphery model’ was first developed by John Friedmann in 1963
where it identified the spatial distances from the core. The model of the centre–
periphery (or core–periphery) model is a spatial metaphor to describe how they are
structured between the advanced or metropolitan ‘centre’ and a less developed
‘periphery’, either within a particular country, or more. The concept has been
commonly applied to analyze the relations between capitalist and developing
societies. It is commonly used in the study of political geography, political
sociology, and studies of labour-markets. The core-periphery model works on
many scales, from towns and cities, to a global scale.
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1.6 Key Features and its terms and definitions of the World
System Theory
The key features of World System Theory need has been outlined by concentrating the
work of its main protagonist Immanuel Wallerstein. He has marked history by the “rise
and demise of a series of world-systems”. According to him, “the modern world system
is ‘a system of production for sale in a market for profit and appropriation of this profit
on the basis of either individual or collective ownership” (1979:66)
Core Countries
• Democratic Government
• High Wages
• Import: raw materials
• Export: manufacturers
• High Investment
• Welfare Services
Semi Periphery
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Authoritarian
governments
• Export: Mature
World System Theory and International Relations
Periphery
• Non-democratic governments
• Exports: Raw Materials
• Import: Manufacturers
• Below Subsistence Wages
• No Welfare Services
1.6.3 Core societies/ state appropriate the surplus of the whole capitalist world
economy with high-skill, capital intensive production and their militarily strength. They
are characterized by high technology, import raw materials and export of manufacturers,
high investment, higher wages and welfare services and democratic government.
1.6.4Peripheral societies/ countries are politically weak and economically poor but
with untapped rich raw materials. They do not have strong central governments or
rather controlled by other states. They export raw materials from the core regions while
export manufactured goods. They rely on practices which coercive labour with low
wages. The core countries expropriated the capital surpluses that are generated from the
periphery countries through unequal and sometimes unjust trade relations, with them.
1.6.5 Semi-periphery areas or countries are countries that lie between the core and
the periphery as the Semi-periphery areas or countries. He defined an intermediate
semi periphery between the core and periphery, in terms of the geographical location in
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the modern world system. According to Wallerstein the semi periphery has a role which
is intermediate within the world system as they display some features of both the core
and some of the periphery. At one level, they are dominated by the core economic
interests but they have their own industrial base which is relatively vibrant and
indigenous.
In other words, the semi-periphery has a hybrid nature, which also plays an important
role in the economy and politic within the modern world system. They provides labour
which can counteracts any kind of upward pressure on increasing wages in the core and
yet provides a source for new home industries that can function profitably for the core
states such as industry of car assembly and textiles. They play a pivotal role to stablise
the political structure within the world system, as they are not dependent on the core
countries in comparison to the peripheral ones, yet at the same time more diversified in
its economies than the stronger states.
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1.7.3 Contradiction
The third temporal dimension refers to contradiction confronting the world system.
These happen when the ‘constraints’ which is imposed by “systemic structures make
one set of behavior to be optimal for actors in the short run while a different or even
opposite set of behavior become optimal for actors in the middle run” (Wallerstein 1991
a:261). The contradiction in world economy occurs because the structures of the system
can lead to sensible action by individuals when they are combined over a period of time.
It can result in different and lead to unwelcome outcomes from what has been originally
intended. One of the central contradictions for Wallerstein is ‘under-consumption’, which
refer to a “situation where in the interest of the capitalist the workers need to be well
paid so that they can consume the products that they produce however that would
reduce their profitability and therefore needs to reduce the wages of the workers”. In
case if they reduce the wages of the workers in order to increase their profit it would
also lead to reduction of the consumption of the goods that they produced.
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In the context of the World System Theory, Wallerstein has reserved the term ‘crisis to
describe a period of specific temporal occurrence. Crisis constitutes as a unique set of
circumstances which is manifested once in a lifetime of the world system. This occurs
only when the contradictions, secular trends and cyclical rhythms are combined in such a
way where the system cannot lead to its own reproduction. Hence a crisis occurs when a
particular world system heralds not only their end but brings its need to be replaced by
another system.
The first implication that can be drawn from the World System Theory is that it is a
“multicultural territorial division of labour in which the production and exchange of basic
goods and raw materials is necessary for the everyday life of its inhabitants”. The
division of labour here refers to the different forces and their relations in the production
of the world economy as a whole, which has led to the existence of interdependence
regions, such as the core, periphery and semi-periphery. Although they have been
differentiated geographically and culturally but its labour intensive differentiate them
from the capital intensive production. The structural relationship of the core and
periphery makes the semi-peripheral states act as a buffer between them, while they
exhibit a mixture of different activities from the institutions that exist on them.
The second implications that can be drawn from the World System Theory is in the
relations of how states are based on power hierarchy especially between the ‘core’ states
and the states in ‘periphery’ in the international system. That is why the ‘core’ states on
virtue of being powerful and wealthy dominate over the ‘periphery’ states as they are
weak and poor. It is important to note here that technology plays an important factor of
how states are positioned in the region as regarding the categorization of states. The
advanced and developed states form the ‘core’ while the states which are less developed
are subjugated in the ‘periphery’ status. There are structural constrain in the
experiences of development which subordinates their status. The differential strength of
each state plays a crucial role in maintaining the system as a whole. The states in the
core are strong and reinforce their status when the differential flow of surplus to the core
zone increases. Wallerstein calls this as the “unequal exchange” as the surplus of the
system is transferred from the semi-proletarian sectors in the periphery to the high
technology, industrialised core. As a result of which, this leads to the process of capital
accumulation which involves the appropriation and transformation of peripheral status at
a global scale
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The third implication of the World System is that international political systems are all
affected. As Wallerstein says that the nation states are variable elements in the capitalist
world system since at a given time the hegemonic influences a particular state with its
technology and military with no single state or country dominating over the system. That
is why the states in the world economy compete with each other and their interactions
are shaped in the international political system to forms the different categorization as
Wallerstein explain.
Fourthly, Wallerstein explain through theoretical premise of how the Europeans have
exploited their small advantage and have reshaped the world in the image of the
capitalist in the international political system. This is the reason why the world as a
whole has focused on unending accumulation and profit maximization where the market
forms as the basis for exchange of goods and labour as commodities.
Fifthly, Wallerstein’s theory seeks to explain the Marxist proposition of the Bourgeoisie to
perpetrate their own class interest in the core states and thereby reinforces Imperialism
through their economic advantage by dominating over the states which are weak in the
peripheral region. The dominant ‘core’ states play the role of a ‘hegemon’ as one of the
core states temporarily outstrips the rest. In a way the hegemonic power maintains a
balance of power with stability to enforce their free trade for their own advantage.
However, class struggles and its diffusion make any hegemony temporary as it overlaps
with the global class struggle.
Sixthly, the World System explained the current world economy with its characterization
of regular cyclical rhythms, which has provided the base of Wallerstein’s analysis in the
periodization of modern history.
The last implications that can be drawn from Wallerstein’s World System Theory is what
has been envision as an alternative world system through the emergence of a socialist
world government, which can maintain a productivity in high level but alter the patterns
of distribution to integrate of the different levels of decision making in both politics and
economy.
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Christopher Chase Dunn had emphasized on the role that the inter-state system plays
than what Wallerstein has explained as he argues that the capitalistic mode of
production with its single logic where both politico-military and exploitative economic
relations are taken into cognizance as they play key roles in his analysis. In a way he
has attempted to bridge the gap between Wallerstein’s work and that of the New
Marxists by placing more emphasis on production in the world economy and how they
has influence its development and the future trajectory.
Andre Gunder Frank who’s one of the significant Dependency School writers has critique
Wallerstein’s work in particular and the Western social theory in general. He has argued
that the world system is far older than what Wallerstein has suggested (Frank and Gills
1996) but an offshoot from a system that originated in Asia (Frank 1998). He further
argues and challenges the source from where he traced the capitalist world economy to
be Europe; although it has risen within the context of an existing world-system.
17.The peripheral countries are politically weak and economically poor but has___raw
materials
(a) no (b) rich (c) poor (d) none of the above
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The World System Theory has had its share of criticisms as it focuses on economy in its
analysis of the international political system and less on culture, besides being too state-
centric. It has its own internal debates relating to their own definition of the basic
perspective as well as its own empirical findings as well as the moral and political
implications like any vibrant knowledge. Wallerstein himself has acknowledged its critics
and has categorized the critique of the world system from the following four schools of
thought, namely
i. The positivists
ii. The Orthodox Marxists
iii. The State Autonomists
iv. The Culturalist
v. The Reductionist
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The main critique of World System Theory - the positivists, the orthodox Marxists, and
the state autonomists – have objected to the basic premise of world-systems analysis as
they all insisted on their own centrality of the ‘state’ as their main unit of analysis.
According to the Culturalists, the analysis of the market or the state as the other main
modes of social analysis do not take cognizance of its cultural sphere which is the
primary locus where the social reality can be best explained. They critiqued on the fact
that the world-systems analysis has generalized propositions which has neglected or
made the cultural sphere as secondary role. They are particularly upset by the
proposition that political, economic, and socio cultural spheres be seen as a construct of
centrist liberalism. Therefore they have no utility for a lasting intellectual tradition.
The reductionism led by Theda Skocpol has criticised the World System Theory on the
ground that it is too simplistic a theory as she believes that the interstate system is not
just a ‘simple superstructure’ in the capitalist world or economy. She has critique that
the present international states system was not originally created by capitalism.
In a nutshell, most of the criticisms that have been made against the world-systems
analysis have focused on their own proclamation of their own perspective. They view the
World-systems analysis as not only defective but limited in its scope. All the critiques
have responded with their own assertion and viewpoints.
While the World System Theory seeks to offer a holistic unidisciplinary view of social
reality as a tool of analysis as a part of its intellectual enquiry across disciplines and
approaches, but the critiques has tried to analyse the theory in accordance to their own
epistemological enquiry, disciplines and approaches.
21. The framework of World System Theory has often been used as a base by other
theorists
22. The World System Theory has been unchallenged by others till now
23. There has been no critique of the World System Theory
24. The culturalists feel that the main mode of analysis should be the social and
cultural
25. The Orthodox Marxists has supported the World System Theory
1.9
1.10
1.11 Conclusions
The World System theory has attempted to explain the present international political
system taking cognizance of how history has had its impact in its economy to determine
the current scenario. It seeks to give a causal explanation why modernisation had
different effects on the world; from the breakdown of feudalism transform the political
and economic conditions of northwest Europe to be a predominant commercial and
political power. Thereby the expansion of the capitalist world economy geographically is
by altering the political systems and penetrating the labour conditions in different
countries of the world.
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economies. The technological advantage has expanded the world economy and has
precipitated changes where some of the peripheral and semi peripheral states exist.
Wallerstein has analyzed the history of capitalist world system by showing a
development that is skewed due to disparities in economy and society have increased
within different sections of the world economy rather than providing prosperity.
The capitalist markets have extended through the establishment of state systems in
different regions of the world system and have reached its geographic limits in the 20th
century. It witnessed the emergence of US as a hegemonic power despite the fact that
its relative economic and political strength has been diminishing since Cold war. The
presence of new independent states and a communist regime has challenged the control
of ‘core’ countries despite the fact that economic status of some of the former peripheral
countries have improved.
According to Wallerstein, as the world economy gets more polarized it sets the stage for
a transition where exploitations of new markets can no longer solve the new crises of
contradiction and lead to a decline in the economy which will stimulate a struggle in the
‘core’ countries; and its corresponding challenge in the dominance of the ‘core’
countries. The absence of a globally accepted ideology with a strong hegemonic power
will not only polarized the world system but leads to a breaking point, where a chaotic
transition that might not necessarily lead to an Equal and Democratic World but would
definitely lead to the end of a globalization of Capitalism.
1.12 Summary
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• The World System theory has explained the reason why development has
occurred only in certain countries and from the perspective of economic
historical development of colonialism why it hasn’t occurred in other
countries and the world as a system.
• A world-system is not the system ‘of the world, but a system that is a
world and which can be, most often has been, located in an area less than
the entire world’.
• The core states comprises of Europe and North America are said to be
geographically advantaged areas of the world as they promote capital
accumulation internally through their own tax policy, purchasing of
government sponsored research and development, finance infrastructural
development and maintenance of social order which minimize class
struggle.
• The concept of ‘power’ allows core states to dump unsafe goods in the
environment of the peripheral nations by paying lower prices for the raw
materials in a free market and exploit cheap labor from the periphery
countries by creating trade barriers and quotas to establish and enforce
patents.
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World System Theory and International Relations
• The core countries are said to be those countries which control the world system
and profit from them as they become the "core"in the world system. Their
military, economic, and political power give them the ability to exercise control
over other countries.
• The Periphery countries are located on the outer edges of global trade due to
various reasons such as a dysfunctional or inefficient government. They are
politically weak and economically poor but have rich raw materials so their
exports are mainly raw materials to the core regions while they export
manufactured goods. They practices on coercing the labour even with low wages.
The core countries expropriated the capital surplus which is generated from the
periphery countries through unequal and unfair trade relations.
• The Semi-periphery countries have the characteristics of both the core countries
and periphery countries. They are said to be geographically located between core
and peripheral regions. They play a pivotal role to mediate in the areas of
economic, political, and social activities that has linkages with the countries in
core and peripherry
• The World System Theory gives important implications among the relations os
states in the world politics, which is based on hierarchy of power especially
between the ‘core’ states and the states in ‘periphery’. That is why ‘core’ states
on virtue of being powerful and wealthy dominate over the ‘periphery’ states as
they are weak and poor.
• The framework made by Wallerstein for World System Theory has also led many
theorist and writers to analyse the world as a system among the three main
theorists are namely Christopher Chase Dunn, Andre Gunder Frank and Janet
Abu-Lughod
• Christopher Chase Dunn used the World System Theory as a base in his book
Global Formation: Structures of The World-Economy, where he has made
synthesis of the theory through the restatement of the world-systems
approach in the study of social change, while Andre Gunder Frank developed
his theory of Dependency
• Janet Abu-Lughod has challenged Wallerstein’s account of how the modern world
system has emerged in the 16th century. She has challenged with the fact that
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World System Theory and International Relations
Europe was a peripheral to the world economy during the medieval period and
the ‘core’ is the present day Middle East.
• The World System Theory has been criticised by the four schools of thought,
namely the Positivists, the Orthodox Marxists, the State Autonomists and the
Culturalist.
• The positivist historians have objected to the efforts of world system analysts by
elaborating a structured vision of the historical phenomena and their aversion to
the generalizations that was made.
• The orthodox Marxists has critiqued that the world-systems analysis has
abandoned or its class analysis as being insufficient as their primary tool of
Marxist analysis. They have critiqued why presumption of an inevitable
progression in its analysis for the historical stages of development has been
eliminated.
• The state autonomists critiqued the World System Theory in their analysis for
eradicating the strong intellectual boundary in the activities of ‘States’ and
capitalist entrepreneurs. The basic motivations of actors cannot be studied or
analyzed as a single analytic sphere
• The Culturalists has critiqued that the priority has not been given to the cultural
sphere due to their concentration on market or the state in all the other main
modes of social analysis which according to them is the primary locus of
intersections for social reality and is a useful tool of explanations.
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1.13 Glossary
Core Countries: Core countries are said to be those countries which control and take
profit of the world system, and thus they form the "core" of the world system. These
countries possess the strength of military, economic and political power which helps
them to exercise control over other countries or groups of countries. For example the
present core countries include United States, Canada, Europe, Australia, and Japan.
Periphery: The Periphery countries are countries which exist on the outer edges of
global trade due to various reasons ranging from a dysfunctional to inefficiency in
government. The inefficiency of some countries customs and ports make it cheaper to
ship goods from longer distances even when they are geographically closer.
Hegemon: This term is often mean to use leadership or power in the political system. In
the world system , Hegemon is used to denote a superior country due to its economic,
political, financial superiority along with its military and cultural leadership as a result of
which the hegemon defines the rule of the game in the international system.
World Economy: The world economy or global economy is the economy of the world
where exchange of goods and services takes place internationally. It is seen as an
aggregation of the separate countries' measurements of the world.
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Capitalist World System: The system in which the aggregate of international economic
intercommunications and interrelations of the countries of the nonsocialist countries. It
includes both countries that are in advanced capitalist states as well as economically
backward countries. The dominance of private property in the means of production As
well as the bourgeois relations of distribution and exchange, forms the underlying
assumption in the system. The main determinant role in the world capitalist economy is
in the relations of power that arise on the basis of the capitalist mode of production;
while these relations are mediated in the system through the relationship of the
international exchange of goods, financial means, and various kinds of commercial
services.
1.14 Exercises
1. Discuss the origin of World System Theory?
2. What approaches does the World System Theory follows?
3. Give a brief life sketch of Immanuel Wallerstein with reference to the theory that he
has conceptualized?
4. What are the aims of World System Theory?
5. Describe the key features of World System Theory?
6. Briefly discuss the implications of World System Theory?
7. What are the recent developments that have been made in World System Theory?
8. Discuss the criticism of World System Theory?
9. How has World System Theory provided an alternative paradigm of Modernisation
Theory?
10. Write short notes on:
a. Core Countries
b. Semi-Periphery Countries
c. Periphery Countries
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World System Theory and International Relations
d. Buffer Zone
2. (c ) Marxism
Explanations : The World System Theory has been said to be inspired by the political
ideology of Marxism.
5.(a) Lenin
Explanations: The main argument of the World System Theory can be traced in the
writings of Lenin
6.True
Explanations: The main approach of the World System Theory is through macro-
sociological approach
7. False
Explanations: The main focus of World System Theory uses qualitative methods
8. False
Explanations: Immanuel Wallerstein is not an Irish sociologist but an American
sociologist.
9. False
Explanations: Immanuel Wallerstein became President of the African Studies
Association and not the Indian Studies Association.
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World System Theory and International Relations
10. True
Explanations: The work of Mr. Immanuel Wallerstein is a descriptive sociology as he’s
a sociologist by profession.
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World System Theory and International Relations
Explanations: Wallerstein gives three temporal dimension of the world economy as part
of the business cycle
21.True
Explanations: It is true that the framework of World System Theory has often been
used as a base by other theorists such as Dependency Theory
22. False
Explanations: The World System Theory has been challenged by many theorists and
has also faced criticisms as well.
23. False
Explanations: The World System Theory has faced many criticisms by four different
schools of thought.
24. True
Explanations: It is true that the Culturalists School of Thought feel that the main mode
of analysis should be social as well as cultural.
25. False
Explanations: The Orthodox Marxists has not supported the World System Theory on
the grounds that it has move away from the basic tenets of Orthodox Marxists.
1.16 References
Works Cited
Wallerstein, Immanuel. 1974. The Modern World-System: Capitalist Agriculture and the
Origins of theEuropean World-Economy in the Sixteenth Century. New York: Academic
Press.
Wallerstein, Immanuel. 1980. The Modern World-System II: Mercantilism and the
Consolidation of theEuropean World-Economy, 1600-1750. New York: Academic Press.
Wallerstein, Immanuel. 1989. The Modern World-System III: The Second Era of Great
Expansion of theCapitalist World-Economy, 1730-1840. New York: Academic Press.
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World System Theory and International Relations
Suggested Readings
Wallerstein, Immanuel. 2004, ‘World System Analysis: An Introduction’, Duke University
Press
Blair, Alasdair & Curtis, Steven, 2009: ‘International Politics: An Introductory Guide,
Politics Study Guide, Atlantis Publisher
Web Links
1.http://en.wikipedia.org/wiki/World-systems_theory
1. http://en.wikipedia.org/wiki/Core_countries
2. http://en.wikipedia.org/wiki/Periphery_countries
3. http://en.wikipedia.org/wiki/Semi-periphery_countries
4. http://www.annualreviews.org/doi/pdf/10.1146/annurev.so.08.080182.000501
5. https://www.boundless.com/sociology/textbooks/boundless-sociology
textbook/global-stratification-and-inequality-8/sociological-theories-and-global-
inequality-72/world-systems-theory-429-537/
6. http://sociology.emory.edu/faculty/globalization/theories01.html
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World System Theory and International Relations
7. http://en.wikipedia.org/wiki/Immanuel_Wallerstein
8. http://sociology.yale.edu/people/immanuel-wallerstein
9. http://iwallerstein.com/
10. http://monthlyreview.org/author/immanuelwallerstein/
11. http://study.com/academy/lesson/world-systems-theory-core-vs-peripheral-
societies.html
12. http://legacy.fordham.edu/halsall/mod/Wallerstein.asp
13. http://media.pfeiffer.edu/lridener/courses/WORLDSYS.HTML
14. http://www.theory-talks.org/2008/08/theory-talk-13.html
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